
Philippe Gijsels
Chief Strategy Officer at BNP Paribas Fortis and veteran market strategist with 25+ years of experience, known for macro and commodities analysis and predictions on gold, silver, and real assets.
Best podcasts with Philippe Gijsels
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Mar 27, 2026 • 16min
Gold and precious metals: update after recent correction
Philipp Gijsels, Chief Investment Strategist who analyzes commodities and precious metals, joins to dissect the recent correction in gold. He explains how higher rates, a stronger dollar and profit‑taking drove the pullback. They compare past corrections and discuss why miners and commodities may offer attractive opportunities now.

Mar 27, 2026 • 39min
Gold $10,000 & Silver $200? Philippe Gijsels: “Largest Bull Market in History” Begins
Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and 25+ year market strategist, lays out a bold commodities thesis. He discusses a surging inflation shock, direct strikes on Iran’s energy infrastructure, and why oil markets may fragment. He previews his HALO real-asset rotation and the case for miners and tokenized physical metals as the cycle unfolds.


