Next Bull Market: Commodities to Surge as Global Inflation and Metals Prices Rise - Philippe Gijsels

Jeremy Szafron, Anchor at Kitco News, interviewed Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, to discuss the recent surge in global commodities and the driving forces behind it. Gijsels explained how rising global inflation and increasing demand for metals like copper and silver are setting the stage for the next big bull market in commodities. He shared insights on how governments are managing debt through inflation and why this could lead to significant price increases in real assets. The conversation also covered central banks' gold-buying strategies, the challenges of multi-globalization, and why Gijsels believes we are still in the early stages of a commodities boom that could see prices double or triple in the coming years.

00:00 - Introduction
02:30 - The Case for a Commodities Bull Market
06:15 - Inflation’s Role in Driving Commodities
10:05 - Governments Using Inflation to Manage Debt
14:50 - Central Banks and Gold Buying
18:35 - Multi-Globalization and Shorter Supply Chains
21:45 - Stagflation and Its Impact on Commodities
25:20 - Metals in Focus: Copper and Silver
28:30 - What Investors Should Do Now
30:45 - Final Thoughts

#Gold #Commodities #Inflation #Investing #GoldBullMarket #Silver #Copper #CommodityBoom #GlobalEconomy #PhilippeGijsels #KitcoNews #JeremySzafron #RealAssets #MetalsPrices #GoldPrices #InvestmentStrategies #CentralBanks #Stagflation #EnergyTransition #GoldSurge
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Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

[jordanw]

Watching the market's ups and downs shows how quickly things can change. In the market, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...i have delve deeply into active trading which is generally safer, allowing investors to weather market volatility... I'm especially grateful to Loraine Souvenir tactics and strategies…

[lnhgoif]

Philippe Gijsels is a great analist and contrarian in the Belgian investment community. I always try and listen when he’s on Kanaal Z. There he gives his analysis and overview of the current market events. Very spot on. A welcomed and informed view in a very conservative and dumbed down Belgian crowd. Keep up the good work Philippe and thank you Kitco for having a fellow Belgian as guest.

[danielpicha]

very good guest, bring him back from time to time.

[buckybarnes]

Jeremy I like this guest you should have them on every year as commodities and things move forward

[jobbingactor]

Fair play you and Michelle put the hours in.

[dougruth]

Their hairstyles resemble the 60's and the 70's

[Larry.Roberton]

Inflation, a Global tax on every person on Earth.

[knotknots]

The EROI discussion really needs nuance.
1. When nuclear topped as share of energy consumption, low cost NatGas was initially the main source picking up the slack. In tact with cheap easy accessible O&G diminishing, EROI has been falling. It is not the first time humanity faces falling EROI environment. Average of EROI in oil production is far from 15 nowadays.
2. EROI is an insufficient metric without taking costs into account, or we would be mining H3 on the moon or driving faster progress toward gen 4 nuclear.
3. If end use isn't heat, traditional EROI can misrepresent energy return. Compare diesel used for electricity production with wind or solar. Due energy energy consumption in refining and inefficient combustion, suddenly EROI output is higher for the renewables that produce electricity directly.

[freedomfighter-mr]

Another thumbs up for Jeremy. I was skeptical after David Lin left, but Jeremy is slowly becoming on of my favorites!

[Joseph.mansion]

Havnt watched the video yet, but my money is on platinum, depressed ass metal needs some love.

[Pizarroconquer]

Dutch and especially an Belgian accent can really sound horrible when speaking english lol.

[comment]

Hard to believe that they are still talking about "supply chain" issues, these many years after COVID-19 has passed.

[YugeBags]

Get in my belly wee man. Sorry couldn’t help myself. Commodities super cycle, let’s go! 🙌

[Unow]

And the 1980s had very high interest rates as well.

[SalenaFingar]

Thanks for the forecast! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (behave today finger ski upon boy assault summer exhaust beauty stereo over). How can I transfer them to Binance?

[garthbane]

It still is globalisation just without the G7

[richardextall]

Inflation is the silent taker of wealth.

[fasteddy]

Yellowstain Yellen said it in CCP SOLAR SILVER is a National Security Issue...But Yellowstain Yellen really means everyone is a SILVER user VAXULA Unleashed

[fasteddy]

Shhhh don't talk about Holy SILVER which is in a Different Realm

[loupizza]

Is this Plan B? Sounds similar a little bit 😂