In this episode of The Blunt Dollar, Ignacio sits down with Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of "The New World Economy in Five Trends". With decades of market experience and a mind shaped by literature, history, psychology, and economics, Philippe brings a truly unique perspective to investing. This conversation is a deep dive into the ideas behind his work, from market cycles to storytelling, strategy to philosophy.
📚 How stories shape markets and the power of narrative in investing
🧠 Why reflexivity, psychology, and human behavior matter more than models
🔥 The five megatrends driving today's world: inflation, innovation, demographics, climate, and geopolitics
🏖️ From the beach bar to Bloomberg: Philippe’s “three windows” framework for viewing the world
🐊 Lessons from pigeons, poker games, and alligators: analogies that bring strategy to life
If you’re into market history, macro strategy, or simply love hearing from thinkers who blend rigor with storytelling, this one’s for you.
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Enjoy the episode!
Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.
