NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade. Read More
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19 Nov 25
CNBC: Squawk Box Asia : Market bubbles cracking! Gold & defence stocks are where to be , says David Roche
#Debt Bubbles#Asset Bubble#Credit Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
How to judge the potential economic fallout of bubble bursts and what to do about protecting your wealth. Read More
19 Nov 25
Peter Lewis' Money Talk with David Roche & Richard Harris: the Bubble Dilemma.
#Globally Asset Price Bubbles#Credit Bubbles#Global Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own? Read More
06 Nov 25
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs Read More
30 Oct 25
NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?
#US-China Relations#US-China Trade War#China.#US Tariffs#China Trade War#US & China Port Tariffs#Trump - XI “deal”
Xi Vs Trump. What was really gained is very small. A marginal reduction in US (fentanyl) Tariffs with US tariffs on all Chinese imports falling from 55% to 45% - both trade prohibitive levels. Freer access to US technology for China. A one year halt to China’s sanctions on R... Read More
29 Oct 25
Engelsberg Ideas : A Crash is Coming - Author David Roche
#Globally Asset Price Bubbles#Asset Bubble#Credit Bubbles#Global Bubbles#Disinformation & Bubble Assets#Asset Bubbles Burst-Corrrection or Catastrophe?
Engelsberg Ideas A fatal combination of AI exuberance, reckless private credit, and skyrocketing levels of sovereign debt is generating economic bubbles. When they burst, the ensuing global crisis may well transform the geopolitical landscape. Read More
28 Oct 25
Peter Lewis" Money Talk: With David Roche, Barry Wood & Mark Michelson
Peter Lewis Money Talk- David Roche, Mark Nicholson and Barry Wood on Trump’s Asian Tour. - distinguishing fact from flam. Read More
23 Oct 25
NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.
#India#India Rupee#Reserve Bank of India (RBI)#Emerging Markets (India)#US-India Trade Negotiations#US - India Relations
Shared insights on the implications of the Trump-Putin tensions as they relate to India's purchase of Russian oil. This discussion sheds light on a significant geopolitical issue that could result in lower US tariffs on India. . But it also emphasises Indian assets’ vulnerability... Read More
20 Oct 25
Squawk Box Europe: Consequences - the Book- Why the world is falling to bits?: David Roche on the upcoming book
Consequences. The.book that brings it all together- simple in prose, deep in vision and thorough analytics. Why the rise of totalitarisnism, the weakness of democracy and the demise of the Liberal World Order are fueled by populism. Read More
15 Oct 25
Peter Lewis "Money Talk " With Richard Harris & David Roche
Money Talk. China’s agenda for US relations and what that means for trade and any meeting between Xi and Trump. Japan - Takaichi’s blunders mean weak indecisive government. The US Fed - cuts are now Trimp not data dependent Read More
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