4.8 • 670 Ratings
🗓️ 28 May 2025
⏱️ 56 minutes
🧾️ Download transcript
We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for Europe, pushing it to innovate and stand on its own. We explore the concept of multi-globalization, where emerging markets are stepping into the spotlight as global trade partners, and how the geopolitical climate is driving this change. We also touch on the implications of these shifts for global markets and the economy, especially in terms of energy and raw materials. It's a thought-provoking chat that challenges our views on dependency and the future of Europe in a rapidly changing world.
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Episode TimeStamps:
02:09 - Welcoming back Koen De Leus & Philippe...
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0:00.0 | Yeah, okay, we say here now in Europe, okay, Trump is mega. |
0:11.0 | Trump is making Europe great again. |
0:15.0 | And for the next four years, I think that is going to be and is going to continue to be the case, |
0:20.0 | which is pretty good because I think Europe is going to be and is going to continue to be the case, which is pretty good because |
0:21.9 | I think Europe had fallen asleep and now it's wide awake and trying to reform itself. |
0:29.9 | So in that sense, I think Trump is the best thing that could happen to Europe. |
0:36.8 | Imagine spending an hour with the world's greatest traders. |
0:40.3 | Imagine learning from their experiences, their successes, and their failures. |
0:44.3 | Imagine no more. |
0:46.3 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, |
0:53.3 | so you can take your manager, |
0:54.6 | due diligence, or investment career to the next level. Before we begin today's conversation, |
0:59.8 | remember to keep two things in mind. All the discussion we'll have about investment performance |
1:04.1 | is about the past, and past performance does not guarantee or even infer anything about future |
1:09.5 | performance. Also understand that there's a significant risk of financial loss with all investment strategies, |
1:14.7 | and you need to request and understand the specific risks from the investment manager |
1:19.3 | about their product before you make investment decisions. |
1:22.6 | Here's your host, veteran hedge fund manager, Ne Niels Kostrup Larson. |
1:39.9 | For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of extraordinary people from all around the world. |
1:46.2 | In this series, I have invited one of them, namely Kevin Koldine to host a series of in-depth conversations to help uncover and explain new ideas to make you a better investor. |
1:51.4 | In the series, Kevin will be speaking to authors of new books and research papers to better understand |
1:56.8 | the global economy and the dynamics that shape it so that we can all successfully navigate |
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