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CNBC Squawk Box: why 2026 consensus is crap (with due respect)!

Video ·David Roche ·01 Jan 2026

CNBC Squawk box Europe: David Roche Quantum Strategy: why 2026 consensus is crap (with due respect)!

Media

NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets.

Television ·David Roche ·19 Dec 2025

NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets. Why the battle for central bank independence is set to be waged in Japan too. And why 10 yr JGB’s will yield the same as German Bunds

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Podcast

Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026

Podcast ·QS Team ·19 Dec 2025

Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026 China equities excel in relative terms. That contrasts to the the US’s acclerated decline. Trump’s hold on power breaks. Policy get more, not less, maverick and irrati…

Media

David Roche of Quantum Strategy appeared on CNBC Access Middle East today,

Video ·David Roche ·18 Dec 2025

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…

Media

NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.

Video ·David Roche ·08 Dec 2025

NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.

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