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See David Roche on NDTV: Oil Could Hit $125? David Roche's Warning On Oil Prices, US Yields & Indian Markets
David Roche on NDTV: the US Treasury is "playing God" with long-term yields, and he thinks it backfires, spooking foreign bond buyers and edging toward financial repression. His next call: Brent could hit $125 as inventories crash toward critical levels, and he's turned more bull…
David Roche on ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, one flashpoint: David Rash says the world is racing toward a $125 oil shock — Sai Akif Zedi says Iran can take the pain, and it's the US that's bleeding. Who's …
NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation
See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and Sep…
Putin’s Political Longevity – A Framework of Considerations
Putin’s Political Longevity – A Framework of Considerations by RUSI (Royal United Services Institute), Russia’s leadership vulnerability score has risen from 6.5 to 7.8 in just a year. Quantum Strategy's David Roche uses a historical framework, tested against the USSR in 1991, Eg…
See David Roche on NDTV Profit: Oil Supply Crisis, AI Bubble Risk, and His Case for China and India
David Roche warns that a 16 to 18 million barrel per day global oil deficit, driven by falling Russian exports and surging Chinese demand, is colliding with an AI investment boom built on circular, highly leveraged financing. He sees no economic slowdown on the horizon to ease oi…
David Roche on EO TV (Yen, Gulf, Shipping, Inflation)
David Roche joined EO TV to tackle the questions everyone's asking: → Yen carry trade: what makes currency intervention work, and what makes it fail? → Oil markets are tightening. What's driving it, and why does it set the hurdle rate for any Gulf deal? Watch the full conversatio…
Catch David Roche on Peter Lewis' MONEY TALK - Friday August 7, 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 to invest; why the Straits of Hormuz deal won’t restore normalcy to energy markets; and what are the implications of the weaponisation of foreign exchange by t…
David Roche on NDTV Profit: Oil To Hit $125? David Roche's Stark Warning On Middle East Crisis
The Bab el Mandeb! A picnic spot on a beautiful beach? Not quite. It's the strait the Houthis just closed. David Roche on NDTV Profit: with Red Sea shipping disrupted and inventories thin, crude could hit $125/bbl if US-Iran tensions drag on and the US has few alternative route…
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday 21 July 2026
Money Talk: An in depth debate with Peter Lewis, Mark Michelson and David Roche on THE MEANING OF MOONSHOT - the nature of the US - China struggle for AI Global Supremacy and does Trumps accusations against China fit into a pattern to subvert the mid- term elections. And all th…
David Roche on NDTV Profit - Breaking down uncertainty and any new normalcy ?
Is a return to normalcy just a myth in the ongoing back-and-forth between Iran and the US? David Roche broke it down on NDTV Profit yesterday.