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CNBC Squawk Box: why 2026 consensus is crap (with due respect)!
CNBC Squawk box Europe: David Roche Quantum Strategy: why 2026 consensus is crap (with due respect)!
David Roche of Quantum Strategy appeared on CNBC Access Middle East today,
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.
NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
NDTV The Big Question: David Roche - Are US-Indian Relations Back On Track?
This is a three way 30 min debate on where in the poltical spectrum US - India relations will settle. And it is certainly not where they began before Trump attacked. India.
NDTV - Profit: David Roche:Trump’s farewell to India!
NDTV - Profit: David Roche: what Trump’s farewell to India really means - not just the baby throwing toys outbof the pram! But that too !
Quantum Strategy: The Autumn Strategy Video: What to expect in Fall
Quantum Strategy: The Autumn Strategy Video: What to expect this fall. Rather than send you a report taking stock of two way risks, here is a short video that does the job! This Autumn is unlikely to be "The season of mists and mellow fruitfulness". There…
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions and False Analysis
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis
Talking to Tony on Why if Trump wins the War on Trade the US$ is doomed as global reserve currency
Talking to Tony on why if Trump wins the War on Trade, the US$ is doomed as global reserve currency. Of course, lack of trust in the US, alienation of allies and the damage to US economic performance would all play a role. But mechanically smaller US current account deficits wil…
I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25
This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W…