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Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China

Podcast ·David Roche ·23 Apr 2025

This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w…

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Podcast

Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.

Podcast ·David Roche ·25 Feb 2025

Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump …

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CNBC Market Alert: - Why US "exceptionalism" will fail this year

Video ·QS Team ·05 Feb 2025

CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause.

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Podcast

RTHK The Close.

Podcast ·David Roche ·03 Feb 2025

RTHK The Close: Carolyn Wright speaks with David Roche, President and Global Strategist at Quantum Strategy, and Hugh Chung, Chief Investment Officer at Endowus about the news impacting the global financial markets. Topics include tariffs, AI and India.

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The Micro Podcast on Macro Matters

Video ·David Roche ·03 Feb 2025

David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets

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