The David Lin Report ‘Superinflation’ Crisis: Cash To Lose 50% Value, ‘Violent’ World Clash | Phillipe Gijsels
Sep 17, 2025
Phillipe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of 'The New World Economy In Five Trends,' explores the looming threat of superinflation and the impact of geopolitical tensions on global markets. He highlights China’s housing crisis as a potential trigger for inflation. The conversation delves into hyper-innovation, the implications for commodities like gold and lithium, and shifting dynamics in the dollar and bond markets. Gijsels frames current events as part of a larger historical cycle, signaling significant economic changes ahead.
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Expect Chinese Fiscal Stimulus
- Expect China to respond to a balance-sheet recession with Keynesian-style fiscal stimulus rather than relying on rate cuts.
- Anticipate that Chinese stimulus will be inflationary and supportive for global commodity demand.
The Fourth Turning Frames Today's Geopolitics
- Fourth Turning theory frames current geopolitics as a cycle of institutional breakdown and rebuilding.
- That cycle increases the likelihood of political fragmentation, extremism, and sustained geopolitical volatility.
Tectonic Plates Explain Market Volatility
- The global economy now behaves like tectonic plates moving at different speeds and directions.
- These collisions create persistent volatility across FX, rates, commodities, and equities.
