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ETO News TV: The putative Trump ME “Deal” - good or bad and meaning for markets.
ETO News TV: The putative Trump ME “Deal” - good or bad and the meaning for markets. Three savvy anchors and myself probe the ins and outs of what we know about the proposed ME “pause” and how it measures up against market red lines.
Peter Lewis Money Talk- The Summit, The Fed, The Gulf and AI
Peter Lewis Money Talk- Peter, Sunil Kashyap and I discuss: The Presidential Xi-Trump summit - What to expect = hot air+nothing; Why China will do little about the Gulf and why the Gulf crisis is a slow burn energy crisis with shortages set to worse;
NDTV The Trump One Page Memo that Settles Everything - looking at it from the IRGC perpective
NDTV- This 3 bite interview by NDTV’s crack anchors with David Roche is different!! It is mercifully brief and shorn of all BS! And it deals with any US proposal (which we await) from two perspectives: One, that of an Iranian IRGC leader - what does he want and what is he pr…
Peter Lewis Money Talk - The Gulf, Asia & Market Excesses
A very interesting conversation with Carlos Casanova, Peter Lewis and myself about the ecoomic waves that will hit Asia stermming from the Gulf Crisis.
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets. Applying the theoretical arguments about when Macro matters to Economies and to Markets to what is happening in the MIddle East.
NDTV THe Opening - The Significance of UAE Quitting OPEC
UAE leaving OPEC+ What’s the significance. Short term none because oil is blockaded Long term BIG because UAE outside OPEC could boost Gulf oil output by 12-15% and global output by 2%. This could reduce global oil prices 5-8% But price fall probably won’t happe…
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
Why are the markets seemingly so sanguine? Joe Lynam with David Roche
Great chat with Joe Lynam of Ireland’s Newstalk about the delusion of markets and the coming energy shortage cliff. The show produced the most reactions of any radio show I have ever done. Joe did a great job in keeping it lively and halting my pedantic tendencies…
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Then the collision
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Than the collision.
NDTV The Opening: David Roche - The Coming Oil Crisis
NDTV The Opening: David Roche - The Coming Oil Crisis You can cut through the confusion by focussing on the one thing that tells you whether the ME Crisis is getting better or worse: is oil moving? It is NOT! What matters to economies and markes is when the…