I Know What You Did Last Summer
I must admit that I am not a big fan of horror movies. Still, the title from the movie about four teenage friends, who are stalked by a hook-wielding killer one year after covering up a car accident in which they supposedly killed a man, “I Know What You Did Last Summer” simply is too good not to use.
With the book “ The New World Economy in 5 Trends” and some personal loose ends, I probably had the busiest?Summer ever. However, it was also one filled with books, ideas, experiences, late night BBQs, beaches, mountains, family and magic.
In this post I have listed some of the books that I have read, interviews and podcasts that my partner in crime Koen De Leus and I did, cartoons, quotes and much more.
?Please check it out.
The books I read
Or better said, the books that I started reading before staring at the sea, the beautiful mountains in Val Gardena or just the wall. The older I get, the more I tend to jump from idea to idea, and from book to book. At first this bothered me. Now I think that this is a more natural way of gathering knowledge. In the end, everything is connected with everything else. That is maybe where the quantum revolution will lead us one fine day.
Talking about quantum, I met Alice a couple of times this summer, once in a bookstore in Nothing Hill and once an occasion even deeper down the rabbit hole in a conversation in a train with Rik Vera , the all time expert on Alice in Wonderland, who has just published his new book, “Net curiosity score”, that is on my reading list. A book that I am planning on reading and re-reading in full. If I were allowed to pick another book from this treasure trove it would be “Quality investing” by Pieter Slegers . These two gentlemen prove that it does not always has to be Gaiman, Mitchell or even Murakami. That there is a lot of excellence to be found, close at home. And that sometimes we should have the courage to be a little bit more proud of that.
Have a look here at all the books:
The podcast in English
?If there is something that I have learned over the past half year is that a book is better at opening doors than the best key. Koen De Leus got the chance to talk about our book, the complex world we live in, its opportunities and sometimes just life with some of the most interesting people on the planet. It was like a dream come true that we suddenly found ourselves on podcasts like Top Traders Unplugged with Niels Kaastrup-Larsen and Kevin Coldiron . That we were discussing commodities and markets with people like Jeremy Schwartz , Jeremy Siegel or Jesse Day . I would love to continue many of these conversations after the summer as both volatility and complexity are on the rise..
Have a listen...
The podcasts in Dutch
Closer to home I got the change to discuss some out of the box and out of my comfort zone topics. The podcasts listed below are without a glimmer of a doubt the most personal and maybe also most fun ones that I have ever done.
The one with Sven Volders from Investment Officer BE we did from my own living room. Sven has a way of getting you talking and making you tell way more than you initially were planning to say. The same goes for Wim Wilms ?? , it is only rock and roll, where we talked about the world, investing, but also about music and life. During one of these podcast I met Leticia Vandemeersche and we decided to record a podcast about high potentials, young wizards and started dreaming about building an academy that would make Plato proud. Ronald Meeus was also a guest on one of the shows and his book “Enkel in Amerika” is clearly a must read.
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?Listen to the podcasts here...
https://www.dhirubhai.net/posts/philippe-gijsels-5563131_as-the-song-nothing-really-ends-by-deus-activity-7224732587716476928-LfkU?utm_source=share&utm_medium=member_desktop https://www.dhirubhai.net/posts/philippe-gijsels-5563131_culturecoatedpodcast-readyforyourworld-activity-7208767141322342400-lh5i?utm_source=share&utm_medium=member_desktop
?My Favourite chart
Probably the most important chart to watch over the summer (and beyond) was the ratio Gold versus the Nasdaq. This long-term trend line to the downside is breaking to the upside. Does it mean that we have to be careful about the tech space? Or does it simply mean that the age of the real assets is upon us? Now I come to think about it, each and every age is a real assets age. Some are more pronounced though. And this one could prove to be the most pronounced ever…
?In such a world it is almost logical that the gold price does very well. In this interview with Wouter Vervenne of De Tijd we discussed the gold price and why gold rally may only be in its very first inning. A rally that eventually also will include silver.
?Reviews
Koen De Leus and I could not have been happier by all the nice reviews we got from Luc Sels , dean of 比利时荷语天主教鲁汶大学 , Vlaamse Federatie van Beleggers - VFB Jan Longeval , Georges Ugeux , Geert Janssens from ETION , Keith Wade and Ouida Taaffe from Financial World Magazine , the magazine of LIBF . Still, maybe the highlight of the summer was our book being included in the Summer Reading list of the Financial Times . ?
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?Quotes and cartoons
Over the summer I also came across quite a bit of inspirational, motivating and funny quotes and cartoons. Hereby a short list of the ones that go the most hits. Which one is your favourite? I would probably go for the “Wall Street Crash classic”. Or would you prefer this one?
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Interviews
Of course, markets never sleep. So also over the summer there were the “regular” interviews. A big thanks to Kris van Hamme from De Tijd , Marnix Verplancke from De Morgen , Philippe Galloy from L'Echo and bart bijnens from Het Belang van Limburg for the opportunity.
Last but not least the crew from Trends Kanaal Z : Kris Vera , Stijn Wuyts , Francesca Vanthielen , Valerie Bauwens and Jan De Meulemeester who make every Friday evening feel like coming home.
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Thank you!
Finally, I would like to thank everyone who posted pictures of our book from beaches, the mountains and other weird and exciting places. It was hard to choose. But maybe the most spectacular one comes from Philip Peeters from De Bestuurder . The picture was taken in Kenya where the big herds roam, a topic that is also discussed in our book. With the conclusion that what worked very well on the Savanna, does not work very well on the trading floor.
Have a great start to the final stretch until Christmas!
Philippe
Finance | Risk | Insurance
1 个月Great article! Haven’t read the book but I’ll first start with the podcast.
CEO Sail & Lead - DE reis van je leven - Moving beyond inspiration
2 个月Philippe, what an amazing post! Love the part about natural learning. How long have you worked on this? Many thanks for sharing! ?????? PS People already call me crazy, they don't seem to doubt. ??
Multivendor and multimodality Service Engineer (Robotic Surgery, IORT, HIFU, MR, CT, and others)
2 个月I suppose the real horror will be discovering that the digital world already knows what you will do on your next summer...
This is the picture by Philip Peeters that I was talking about
Manager @ AION Consulting
2 个月Interesting ! Thanks for sharing.