Quantum Strategy

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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.

Media
Podcast

Peter Lewis' Money Talk with David Roche & Richard Harris: the Bubble Dilemma.

Podcast ·David Roche ·19 Nov 2025

Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own?

Media

NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs

Television ·David Roche ·06 Nov 2025

NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs

Media

NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?

Television ·David Roche ·30 Oct 2025

Xi Vs Trump. What was really gained is very small. A marginal reduction in US (fentanyl) Tariffs with US tariffs on all Chinese imports falling from 55% to 45% - both trade prohibitive levels. Freer access to US technology for China. A one year halt to China’s sanctions on R…

Media

Engelsberg Ideas : A Crash is Coming - Author David Roche

David Roche ·29 Oct 2025

Engelsberg Ideas A fatal combination of AI exuberance, reckless private credit, and skyrocketing levels of sovereign debt is generating economic bubbles. When they burst, the ensuing global crisis may well transform the geopolitical landscape.

Media
Podcast

Peter Lewis" Money Talk: With David Roche, Barry Wood & Mark Michelson

Podcast ·David Roche ·28 Oct 2025

Peter Lewis Money Talk- David Roche, Mark Nicholson and Barry Wood on Trump’s Asian Tour. - distinguishing fact from flam.

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