Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries? Read More
Media LibraryShowing All Results
29 Apr 25
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China? Read More
23 Apr 25
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
#US-China Cold War#US-China Relations#US-China Trade War#China.#Trade War#US-China#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Escalation Dominance
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w... Read More
09 Apr 25
Money Talk: with Peter Lewis and Louisa Fox
#Tariffs#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
Quantifying what Trump means for US GDP & Others' Read More
08 Apr 25
CNBC Markets with Lim Hui Jie
#Defence#Defense Systems#Defence Expenditure#Defense Strategies#EU Defence Spending & Strategy#Defense Spending#US Defence#Global Defence Boom
good CNBC article on global defence spending as a result of the End of Alliances. Read More
07 Apr 25
RTHK - The Close.
Why Trump is not a buy-on- the-dips opportunity but a change in world order that destroys globalisation and the liberal world order in ways that will profoundly change what you invest in. Read More
05 Apr 25
CNBC Asia 2
Why the poltical crisis in Korea does not end with the impeachment of President Yoon and will be complicated by the looming recession caused by US Tariffs Read More
04 Apr 25
I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25
#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
02 Apr 25
Peter Lewis Money Talk
Peter Lewis Money Talk. Tariffs and china. Why Trump’s economic theories on the benefits of tariffs will be proven wrong. Read More
14 Mar 25
Money Talk with Peter Lewis & Francis Lun
It is all about Trump. Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us