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The Mini Podcast on Macro that Matters
The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation.
Media
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek
Media
Podcast
Peter Lewis' Money Talk
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China.
Media
CNBC Squawk Box (Asia): US Presidential Election
David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election
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