Quantum Strategy
04:12:10 GMT
Enhancing your ability to understand and manage Macro-Turbulence.
When history is no guide to the future.
When geo-politics determine economics.
We tailor our conversations to the needs of clients, whether you are managing assets and need to forecast markets; a shipping company that needs to control geopolitical risk; or a government building a geopolitical or defence policy.
What Quantum Strategy does, and why it matters.
David Roche
Latest Media
Podcast
Catch David Roche on Peter Lewis' MONEY TALK - Friday August 7, 2026
07 Aug 2026
MONEY TALK! Peter Lewis, Francis Lun and David Roche get down to the gritty about: US Vs China AI and why China is place…
Video
David Roche on NDTV Profit: Oil To Hit $125? David Roche's Stark Warning On Middle East Crisis
25 Jul 2026
The Bab el Mandeb! A picnic spot on a beautiful beach? Not quite. It's the strait the Houthis just closed. David Roche…
Podcast
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday 21 July 2026
21 Jul 2026
Money Talk: An in depth debate with Peter Lewis, Mark Michelson and David Roche on THE MEANING OF MOONSHOT - the nature…
David Roche
I was born in Ireland which I left as soon as possible with ambitions to write. I studied at Trinity, INSEAD and did a CFA and C Dip Af on the side.
Before setting up Quantum Economics I was a strategist at JP Morgan, Morgan Stanley and Independent Strategy.
My inspirations are tectonic plateshifts, like the Fall of the Wall; the Russian invasion of Ukraine; the death of liberal economics and globalisation. So my mind fires up when history is no guide but creative thinking is.
Where there is discontinuity there is value in strategic thinking. Where general preoccupation is the Fed's next move there is not.
Jorge Luis Borges once said that most novels shouldn't have been written because they would have been better short stories. I write micro-books. Here are some of them, which you can find on the Books page:
- New Monetarism (2008)
- Sovereign Discredit (2010)
- Democrisis (2012)
- Death of Democracy (2018)
- Quantum Economics (2022)
- Living in the Grayzone (2024)