Philippe Gijsels

Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of 'The New World Economy in 5 Trends', discusses the shifting economic landscape and the 'Fourth Turning' theory. He illuminates how generational cycles shape societal changes and the chaos fueled by current U.S. leadership. The conversation highlights innovative thinking, addressing inflation's impact on personal finance, rising wealth inequality, and the multi-globalization trend affecting labor dynamics. Philippe's insights bridge economic theory and practical implications.

Two economic experts, Koen De Leus and Philippe Gijsels, discuss how AI and 3D printing will shape the economy, potentially creating more jobs. They also explore the trends of gold prices doubling and a super cycle for industrial metals. The conversation highlights the impact of energy transition on commodity demand and the bullish outlook on gold as a safe haven asset in uncertain times.

Financial expert Philippe Gijsels discusses long-term inflationary trends driven by aging demographics, climate change, and debt. He emphasizes the importance of real assets in an inflationary environment and the potential for significant developments in commodities and clean tech sectors. The podcast also covers market trends, Fed rate cuts, elections impact on markets, investing in a changing economic landscape, multi-globalization, AI, and tech valuations.