Quantum Strategy
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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
Television
See David Roche on NDTV: Oil Could Hit $125? David Roche's Warning On Oil Prices, US Yields & Indian Markets
22 Aug 2026
David Roche on NDTV: the US Treasury is "playing God" with long-term yields, and he thinks it backfires, spooking foreig…
David Roche on ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
20 Aug 2026
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, …
NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation
18 Aug 2026
See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as…
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)