How to judge the potential economic fallout of bubble bursts and what to do about protecting your wealth. Read More
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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
25 Aug 25
RTHK The Close: Jackson Hole Pivot and President Trump’s Crusade Against the US Fed
#US Fed#Jackson Hole#US Federal Reserve#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Trump’s Crusade Against the US Fed
RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications. Read More
23 Aug 25
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 Read More
22 Aug 25
CNBC Europe Early Edition
CNBC Europe Early Edition: the EU-US Trade Deal - critical for the relative performance of EU equities. And Jackson Hold and the US Fed’s Strategy to preserve its independence - critical for the US$. Read More
20 Aug 25
NDTV- Profit: More Tariffs On India if Putin ..." David Roche Decodes as Russia Backs India Against US Pressure.
This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump... Read More
20 Aug 25
Money Talk: with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit; 2. Has Trump galvanised the Global South to become a new trading bloc?
#India#BRICS##Trump Tariffs and Treaty Destruction#Trump Emotional Tariffs#Trump Economic Tariffs#Global South
Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currenc... Read More
19 Aug 25
Updates on EU-US meetings in Washington on August 18.
This is the Quantum Strategy WhatsApp audio recording of the outcome of US-EU meetings held in Washington on August 18, 2025. The conclusion is that this will not stop the war. But the outcome avoided the worst for now. This will allow markets to largely ignore it. If you... Read More
18 Aug 25
RTHK - The Close : Business and Market Discussion with Carolyn Wright, Richard Harris and David Roche
RTHK - The Close. What will happen when the European Leaders and Trump meet today? Why this is the real summit that matters? What is the European Strategy? Under what curumstances will markets worry about Putin being put in the US+ European cross hairs again with inc... Read More
18 Aug 25
CNBC- Access Middle East: with Dan Murphy and David Roche: What to expect from Jackson Hole & why tariffs are not of temporary effect.
Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More
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