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I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25

Video | David Roche | 04 Apr 25

#Trump Policy #Bearish Scenario #Equity Bear Market #Trump Administration #Donald Trump #Secular Bear Markets #Bear Markets #Trump Tariffs.#President Trump

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... Read More

RTHK The Close.

Podcast | David Roche | 03 Feb 25

#Tariffs #Trump Policy #Trump's 100 Policy Blitz.China GDP #Trump Tariffs.#Tariffs China Mexico Canada

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. Read More

The Micro Podcast on Macro Matters

Video | David Roche | 03 Feb 25

#China #Trump #Trump Policy #Canada #Mexico #US-China Trade War #Trump Administration #US-China Trade Relations #China Renminbi #Trump Tariffs.#Tariffs China Mexico Canada

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 Read More

Peter Lewis Money Talk

Podcast | David Roche | 14 Jan 25

#Protectionism #Tariffs #Trump #Geopolitics #Ukraine #US Fed #Trump Policy #Dark Fleet #Shadow Fleet #FOMC #US Federal Reserve #Undersea Cable #Grayzone Warfare

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... Read More

RTHK - The Close

Podcast | David Roche | 07 Jan 25

#Trade #Cold War #Tariffs #Trump #Central Banks #Chairman Powell #China Real Estate #China Stimulus #Trump Policy

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

RTHK The Close with Carolyn Wright and David Roche

Podcast | David Roche | 30 Dec 24

#Trade #Tariffs #China #Russia #Putin #China Real Estate #China Stimulus #Trump Policy #Undersea Cables #President Jimmy Carter

RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More

RTHK The Close with Carolyn Wright.

Podcast | David Roche | 23 Dec 24

All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright. Read More

CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...

David Roche | 23 Dec 24

A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More

RTHK - The Close with Carolyn Wright & Xiaolin Chen

Podcast | David Roche | 25 Nov 24

#Trade #Tariffs #Trump #Monetary Policy #Ukraine #Macro Uncertainty #Market Volatility #Trump Victory #Trump Cabinet #Appointees #Trump Policy

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

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