PRO Talks: Hedge fund manager Serra on why Europe is the hot investment right now

A day after the French presidential election, Davide Serra shared his views on investing in Europe in an exclusive CNBC PRO interview with Leslie Picker.

"We're bullish on Europe, and most importantly we're bullish in Europe across financials," said Serra, founder, CEO and CIO of Algebris Investments.

He was speaking on the sidelines of the Sohn Investment Conference, presented by CNBC.

Serra discussed:

  • How investors should think about populism.
  • The future of the EU.
  • Italian non-performing loans.

The interview is exclusively for CNBC PRO subscribers.