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.

Join economists Koen De Leus, Chief Economist at BNP Paribas, and Philippe Gijsels as they dive into how Trump's leadership might stimulate European innovation and independence. They discuss multi-globalization, emphasizing emerging markets like Vietnam in a shifting global trade landscape. The talk delves into the bullish future of copper amid supply challenges and the evolving role of AI in job markets. Listeners will also appreciate insights on Energy Return on Investment and how Europe must respond to geopolitical shifts.

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.

Philippe Gijsels, Chief Strategist at BNP Paribas Fortis and co-author of "World Economy in 5 Trends," shares his insights on navigating today's economy. He discusses how childhood experiences shape financial perspectives and emphasizes the importance of owning real assets during inflation. Gijsels presents a three-window framework for investment, highlights the need for innovation in renewable energy, and explains the alligator principle in investing—cutting losses quickly. He also examines the interplay of interest rates and globalization in shaping future economic trends.