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Philippe Gijsels, Chief Strategy Officer, BNP Paribas Fortis, discusses the coming wave of inflation, outlook for the economy, and the "strongest bull market in the last 100 years" for the commodities sector.
*This video was recorded on December 5, 2024
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0:00 - Intro
1:05 - Bitcoin
8:00 - Monetary policy outlook
12:45 - Outlook for inflation
17:32 - 2025: extremely volatile year
18:59 - Unemployment
21:28 - QE and inflation
22:49 - U.S. dollar
28:20 - Financial crisis
29:42 - Multi-globalization
33:13 - Commodity bull cycle
36:48 - Most bullish metals
