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See David Roche on ET Now: Oil To $150? Global Inflation Shock Just Getting Started?
Oil To $150? Global Inflation Shock Just Getting Started, Warns David Roche | Businss@9 | ET Now US inflation has climbed to 4.2%, marking its highest level in three years and reigniting concerns about a fresh global inflation shock. While rising energy prices drove the surge, st…
Peter Lewis Money Talk- The End of AI ?
Peter Lewis Money Talk China- what does China’s AI international trade tell us about the global AI economy. Does it make AI independent of the “traditional” economic constraints? What role could the ME energy cliff play in ending the AI high roll. Markets beware? Other risks are…
Peter Lewis Money Talk - AI Boom, China Equities, Oil Inventories
Catch David Roche on Peter Lewis' Money Talk podcast for June 3, as he examines whether the fever pitch in AI fundraising reflects genuine productivity gains or is repeating the excesses of prior tech cycles. He also considers at what point oil inventory levels move from a pri…
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble David Roche delivers a stark warning on the global economy, oil markets, and the growing disconnect between financial markets and economic reality. With crude oil …
David Roche of Quantum Strategy appeared on CNBC Access Middle East today
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
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.