Philippe Gijsels | Shifting Economic Sands... Meditations On 'The Fourth Turning'

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Philippe Gijsels Book - https://www.amazon.com/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013

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The following is with Philippe Gijsels, the Chief Strategy Officer at BNP Paribas Fortis - he co-wrote a book last year called The New World Economy in 5 Trends - which within, reveals much of the new map we now inhabit, especially in light of the perplexing chaos of spearheaded by America’s sloppy leadership in the last weeks. 

Philippe is an erudite bookophile and a banker, a combination that seems not uncommon among the best investors. He and I have been speaking since last year in anticipation of recording this podcast today. I hope you enjoy it. 

I wanted to get the interview into the meat of the book as quickly as possible, therefore, took more liberties with editing than I usually do and have excised a part of the podcast to the end of the discussion. The excised component  was an explanation and brief discussion on the idea of Reflexivity. 

As always, you can navigate through the rest of the show through the timestamps.

Consider leaving this 5 stars on Apple or Spotify - nothing does more to drive the show to new viewers.


00:00 - Philippe Gijsels
02:54 - Understanding the Fourth Turning
11:38 - Serendipity in Innovation
14:40 - Interest Rates & Tolkien
20:52 - The Impact of Inflation on Individuals
26:49 - Wealth Inequality 
39:38 - The Shift to Multi-Globalisation
47:55 - The Future of Work and AI
56:23 - Europe's Role in a Multi-Globalised World
01:12:19 - The Commodities Bull Market
01:14:47 - Demographics and Economic Implications
01:20:46 - Serendipity
01:27:02 - Reflexivity in Economics and Markets

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