We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for Europe, pushing it to innovate and stand on its own. We explore the concept of multi-globalization, where emerging markets are stepping into the spotlight as global trade partners, and how the geopolitical climate is driving this change. We also touch on the implications of these shifts for global markets and the economy, especially in terms of energy and raw materials. It's a thought-provoking chat that challenges our views on dependency and the future of Europe in a rapidly changing world.
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Episode TimeStamps:
02:09 - Welcoming back Koen De Leus & Philippe Gijsels
04:05 - What is multi globalization and how does it apply to today's global economy?
11:57 - Is it safe for European companies to rely on U.S tech?
19:01 - The future of Europe
24:52 - The forces driving gold
29:04 - Investing in the physical metals vs investing in the miners
31:08 - How climate changes impacts raw materials like copper
37:36 - How the energy transition impacts investor sentiment
42:32 - When will AI make an impact on productivity?
48:44 - Start investing in yourself
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