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Oooh Laa Laa of the French Sovereign Debt Crisis!!!
Oil at $100, France under pressure, and a tougher road for emerging markets. Our strategist David Roche was on NDTV Profit today, and his message was cautious. The energy crisis is only "paused," not over. Key takeaways: 🛢️ Oil: Prices are likely to hover near $100 a barrel. Sup…
The AI Trade Too Big To Fail
David Roche argues that US AI investment, now over $3.1 trillion and rising, may be too big to fail without first failing. With China matching ~90% of US model performance at a fraction of the cost, and hundreds of billions in debt and off-balance-sheet commitments propping up hy…
Catch David Roche on Peter Lewis' Money Talk today September 7th 2026
Catch David Roche on Peter Lewis' Money Talk today: David Roche, Peter Lewis and Alex Wong make a great team in debating the rise in sovereign bond yields, are the key drivers inflation, sovereign debt sustainability, or competing bond supply from AI? They then explore the conseq…
David Roche is speaking at FundForum Asia 2026! (Sep 29-30 in Singapore)
David Roche is speaking at FundForum Asia 2026! Connect with 500+ senior professionals attending Asia's premier wealth gathering on 29-30 September. Join me and save 10% with my discount code >> https://lnkd.in/ggJTi69X
David Roche forudså Sovjetunionens fald. Nu giver han Putin ét år (He was one of the few who predicted the collapse of the Soviet Union. Now he gives Putin one year)
📰 He was one of the few who called the collapse of the Soviet Union, decades before it happened, and later called Putin's full-scale invasion of Ukraine a year before it happened. Now veteran strategist David Roche says Vladimir Putin has one year left. In this interview with Be…
📺 Catch David Roche and Dan Murphy on CNBC’s Access Middle East today discussing the U.S.-Venezuela deal.
📺 Catch David Roche and Dan Murphy on CNBC’s Access Middle East today discussing the U.S.-Venezuela deal. David Roche says Venezuela could boost oil production from about 1.2–1.3 million to 3 million barrels per day, but only with around $100 billion in investment over five year…
📺See David Roche and Dan Murphy on CNBC Access Middle East today.
📺See David Roche and Dan Murphy on CNBC Access Middle East today: David believes oil flows from the Strait of Hormuz are probably much lower than U.S. estimates. He notes that although Washington’s economic pressure on Tehran is increasing, it’s unlikely to alter Iran’s goal of …
See David Roche on NDTV today: Global Markets Face Middle East War, Russia Risk & Rising Inflation: Could India Still Benefit?
Oil at $85–95, grain prices up 12%, and a widening window for Russian gray-zone escalation in Europe: David maps the macro backdrop most portfolios aren't pricing in. Non-AI margins face a cost-push squeeze while leveraged AI valuations sit exposed to any rate response, a combina…
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday August 25, 2026
An insightful but far-from-boring dissection of the US Economic D-Day for Iran; Trump’s latest Trade War with Canada; and US Treasury bond market intervention. Some surpising bones are unearthed. Why D-day could effect Iran’s ability to finance its war through tracing links for U…
Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now
See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …