No Way Out

Market VUCA: Reorienting in the New World Economy with Philippe Gijsels


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Philippe Gijsels, Chief Strategy Officer, BNP Paribas Fortis joins Moose and Ponch on this episode of No Way Out.

The conversation explores the concept of volatility, uncertainty, complexity, and ambiguity (VUCA) and how it relates to investing and trend following. The analogy of surfing waves is used to describe the approach to navigating these challenges. The importance of having a disciplined approach and following objective rules is emphasized. The discussion also touches on the changing dynamics of the market, the need for adaptive strategies, and the influence of human behavior on trading decisions. The concept of reflexivity, where stock prices influence economic reality and vice versa, is explored.

Explore the psychological and philosophical elements that shape successful trading strategies. We'll share personal anecdotes and lessons learned from the trenches, emphasizing the importance of letting winning trades run and avoiding impulsive decisions.  Plus, we explore advanced methods like Elliott Wave, GAN, and zero-day options expiration to navigate today's complex market dynamics.

Discover the interdisciplinary approach that drives innovation in finance. Through the lens of Jim Simons and his team, we'll discuss how blending knowledge from diverse fields like mathematics, economics, and history can lead to groundbreaking advancements. We also highlight the evolving role of blockchain technology in investment, the intricacies of currency markets, and the necessity of maintaining an adaptive mindset, referencing philosophical concepts like Karl Popper’s falsifiability and John Boyd’s OODA loop.

Philippe Gijsels on LinkedIn
Philippe Gijsels on X
The New World Economy in 5 Trends 

NWO Intro with Boyd

March 25, 2025

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Find us on X. @NoWayOutcast
Substack: The Whirl of ReOrientation

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No Way OutBy Mark McGrath and Brian "Ponch" Rivera

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