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Why are the markets seemingly so sanguine? Joe Lynam with David Roche
Great chat with Joe Lynam of Ireland’s Newstalk about the delusion of markets and the coming energy shortage cliff. The show produced the most reactions of any radio show I have ever done. Joe did a great job in keeping it lively and halting my pedantic tendencies…
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The Micro Podcast on Macro that matters to markets
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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