In this episode we speak to Koen De Leus and Philippe Gijsels. Koen is Chief Economist at BNP Paribas Fortis and Philippe is Chief Strategist. They are co-authors of The New World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation and Climate Transition. We talk about how technologies like AI, 3D printing will drive economic growth and why they are likely to create more jobs than they destroy. Another important trend from a market perspective is the potential for a doubling of the gold price and possibility of a new ‘super cycle’ for industrial metals.
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Episode TimeStamps:
02:16 - Introduction to Koen De Leus and Philippe Gijsels
06:22 - Why haven't we seen higher productivity?
12:11 - What is the chance that productivity could increase?
17:36 - When can we expect productivity to increase?
19:51 - Will AI "steal" our jobs?
24:43 - How you can navigate in the AI trends as an investor
32:17 - Is it even possible for "normal" investors to benefit from AI?
35:26 - Is the energy transition a good investment?
40:51 - A new commodity or metal super cycle?
45:10 - Exploiting the commodity trends
48:12 - Is natural gas a good transition fuel?
52:01 - Why is Philippe so positive on gold?
56:48 - What are their inflation expectations?
01:02:19 - Challenging years ahead?
01:08:00 - Key takeaways from Niels
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