Chief Strategy Officer @ BNP Paribas Fortis. Tweets are personal. The most valuable commodity I know of is information, wouldn’t you agree ?
Looking at the AI trade that came under pressure last week Reminds me a bit of the Rocky IV movie quite some moons ago. How should investors position? And what about gold and oil? #equities #gold #AI...
Some heavy lifting on this Sunny almost Halloween Saturday Morning.
Van de Straat van Hormuz tot Wall Street: wat betekent de huidige marktdynamiek voor beleggers? Geopolitieke spanningen, evoluerende renteverwachtingen en de opmars van AI blijven het beleggingslan...
It was a huge pleasure to be with the clients and colleagues of Business Center Brugge today. And discuss this crazy Fourth Turning world of ours. A big thanks to Claudio Brabants for making the...
It was a huge pleasure to be with our clients and colleagues of Business Center Kortrijk this morning. And talk about this crazy Fourth Turning world of ours. Against the beautiful scene of Hotel...
It was a huge pleasure to do a keynote for Fintro yesterday in the Rue Royale and have a drink afterwards in the “Tapestry Gallery” Which made it a bit of a home match.
𝐈𝐬 𝐭𝐡𝐞 𝐀𝐈 𝐫𝐚𝐥𝐥𝐲 𝐥𝐨𝐬𝐢𝐧𝐠 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦, 𝐨𝐫 𝐚𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐞𝐥𝐬𝐞𝐰𝐡𝐞𝐫𝐞 𝐟𝐨𝐫 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬? I joined Trends Z to discuss the latest...
In 𝑇ℎ𝑒 𝐶𝑎𝑢𝑙𝑑𝑟𝑜𝑛, Simon Sebag Montefiore once again proves that history is made by people who are unpredictable, act under pressure and are rarely bound by inevitability. He has a remarkable...
A very complicated market last week. Ai from hero to… Time will tell. How to position? #AI #technology #markets #Fed https://lnkd.in/dtaDZdf6
The Middle East and emotions in markets. Two things on Madame market’s mind the entire week. And now on a Sunny Saturday Morning. Coffee anyone?
It was a huge pleasure to deliver a keynote for the International Club of Flanders in Gent yesterday evening. Afterwards we had a lively debate about this Crazy Fourth Turning world of ours. After a...
𝐆𝐫𝐢𝐝𝐥𝐨𝐜𝐤 𝐟𝐚𝐯𝐨𝐮𝐫𝐬 𝐭𝐡𝐞 𝐛𝐮𝐥𝐥. With the US midterm elections approaching, Washington is once again taking centre stage. But what could the different outcomes mean for financial...
Our last stop for this year’s Beyond Expertise Tour. In the beautiful De Barrier in the enchanting Limburg. A big thanks to all my partners in crime Ludo Kustermans Inge Donders Kirsten Raemaekers...
It was a huge pleasure for Sebastiaan Caveye and me to be a guest at Het Belang van Limburg today. We surely had a lot to discuss. A big thanks to Hannah Wellens for making the magic happen and being...
𝐖𝐡𝐲 𝐝𝐨 𝐬𝐨𝐦𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐬𝐞𝐞 𝐰𝐡𝐚𝐭 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐞𝐥𝐬𝐞 𝐦𝐢𝐬𝐬𝐞𝐬? 𝑆𝑒𝑒𝑖𝑛𝑔 𝑊ℎ𝑎𝑡 𝑂𝑡ℎ𝑒𝑟𝑠 𝐷𝑜𝑛’𝑡 by Gary Klein explores how breakthrough insights happen. Rather...
It was a huge pleasure to do a podcast this afternoon for goudkoorts for Goldenrepublic this afternoon. A big thanks to Koen De Leus for being my partner in crime.
𝐀𝐈 𝐢𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐡𝐢𝐠𝐡𝐞𝐫. 𝐁𝐮𝐭 𝐚𝐫𝐞 𝐰𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐢𝐜𝐭𝐮𝐫𝐞? I joined Francesca Vanthielen on Z-Beurs to discuss the latest market...
Sunday Morning Thought Two states produce 60% of all US oil. That's the real story behind this chart. Texas: 5.75M barrels per day New Mexico: 2.24M barrels per day Combined: ∼8M bpd. Add in North...