Philippe Giselle

Chief Strategy Officer at BNP Paribas and co-author of The New World Order Economy and Five Trends; provides macroeconomic analysis on inflation, geopolitics, and commodity markets and is the primary guest in this episode.

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Sep 22, 2025 • 48min

$3,600 Gold Price Is 'Early Stages', What's Next For Markets? | Joe Ovsenek

Philippe Giselle, Chief Strategy Officer at BNP Paribas and co-author of influential economic texts, shares insights on global macroeconomic trends. He discusses why current inflation could be underestimated and the impact of China’s slowdown on commodities. Giselle introduces the 'fourth turning' concept, highlighting geopolitical risks, especially in Europe. He forecasts a future where gold prices soar amidst structural inflation and explains which critical metals will thrive, emphasizing strategic portfolio allocations.

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