Top Traders Unplugged

IL39: Is Trump Making Europe Great Again? ft. Koen De Leus & Philippe Gijsels


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We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for Europe, pushing it to innovate and stand on its own. We explore the concept of multi-globalization, where emerging markets are stepping into the spotlight as global trade partners, and how the geopolitical climate is driving this change. We also touch on the implications of these shifts for global markets and the economy, especially in terms of energy and raw materials. It's a thought-provoking chat that challenges our views on dependency and the future of Europe in a rapidly changing world.

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Learn more about their book.

Episode TimeStamps:

02:09 - Welcoming back Koen De Leus & Philippe Gijsels

04:05 - What is multi globalization and how does it apply to today's global economy?

11:57 - Is it safe for European companies to rely on U.S tech?

19:01 - The future of Europe

24:52 - The forces driving gold

29:04 - Investing in the physical metals vs investing in the miners

31:08 - How climate changes impacts raw materials like copper

37:36 - How the energy transition impacts investor sentiment

42:32 - When will AI make an impact on productivity?

48:44 - Start investing in yourself

Copyright © 2024 – CMC AG – All Rights Reserved

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

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In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

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Top Traders UnpluggedBy Niels Kaastrup-Larsen

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