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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