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Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!

Video ·David Roche ·09 Dec 2024

Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical

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The Micro Podcast on Macro that matters to markets

Video ·David Roche ·25 Nov 2024

David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th…

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Mini Podcast on Macro

Video ·David Roche ·19 Nov 2024

The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China…

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The Mini Podcast on Macro

Video ·David Roche ·14 Oct 2024

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If".

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