Philippe Gijsels: Why Cash Might Be Your Riskiest Asset

In this episode of The Blunt Dollar, Ignacio sits down with Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of "The New World Economy in Five Trends". With decades of market experience and a mind shaped by literature, history, psychology, and economics, Philippe brings a truly unique perspective to investing. This conversation is a deep dive into the ideas behind his work, from market cycles to storytelling, strategy to philosophy.📚 How stories shape markets and the power of narrative in investing🧠 Why reflexivity, psychology, and human behavior matter more than models🔥 The five megatrends driving today's world: inflation, innovation, demographics, climate, and geopolitics🏖️ From the beach bar to Bloomberg: Philippe’s “three windows” framework for viewing the world🐊 Lessons from pigeons, poker games, and alligators: analogies that bring strategy to lifeIf you’re into market history, macro strategy, or simply love hearing from thinkers who blend rigor with storytelling, this one’s for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/Enjoy the episode!Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.