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

Watch on Youtube instead - https://youtu.be/w6Vpcy2cdRk Curious Worldview Newsletter - https://curiousworldview.beehiiv.com/subscribe Philippe Gijsels Book - https://www.amazon.com/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013 ----- 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 Consider leaving a review on whichever platform you"re listening on! 🍻☕: https://www.buymeacoffee.com/ryanhogg Follow me on Instagram – @ryanfhogg Follow me on Twitter - https://x.com/ryannfhogg