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RTHK THe Close on Radio 3 with Carolyn Wright

Podcast ·David Roche ·10 Feb 2025

RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an…

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Podcast

Peter Lewis Money Talk

Podcast ·David Roche ·14 Jan 2025

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…

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The Micro Podcast on Macro Matters.

Video ·QS Team ·30 Dec 2024

Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…

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Podcast

RTHK - The Close with Carolyn Wright & Xiaolin Chen

Podcast ·David Roche ·25 Nov 2024

RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose.

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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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