My guest today is Philippe Gijsels. He is the Chief Strategist at BNP Paribas Fortis and a co-author of the book ( with Koen De Leus) World Economy in 5 Trends.
Takeaways
Childhood experiences can shape one's relationship with money and career path.
The world is changing profoundly, and it's important to adapt to new trends and challenges.
Owning real assets is crucial in an inflationary world.
The three windows of knowledge, trends, and interaction provide a comprehensive view of the world.
Innovation is a key driver of productivity and can shape the future.
Despite the expectation that productivity gains would lead to shorter work hours, people are still working the same hours as their grandparents.
Being open to changing one's mind and adapting to new information is crucial in investing and in life.
The interviews with famous dead economists provide insights into their thoughts and perspectives on long-term and economic issues.
The alligator principle in trend following emphasizes the importance of cutting losses quickly to avoid further damage.
The world is interconnected, and our actions have consequences for the planet and future generations.
The transition to renewable energy is necessary to address climate change, but it requires innovation and investment in battery technology.
Interest rates play a significant role in the economy and financial markets, and their movements can impact various asset classes.
Understanding the impact of inflation and interest rates is crucial for stock market performance.
The US has a unique position in a globalized world, with the dollar as the world's reserve currency.
Changing demographics present both challenges and opportunities.
Human connection and storytelling remain essential in an increasingly technological world.
Podcast Program – Disclosure Statement
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
