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14 Jul 25

RTHK: The Close Business and Market Discussion - Jeff Cheung, David Roche & Richard Harris.- Is August 1st for TACO or for real?

Podcast | David Roche | 14 Jul 25
#Tariffs#Trade Wars#Trade War#Trump Tariffs.#US Tariffs

Is the August 1st deadline set by Trump more bragadachio or for real? this podcast provides the answer. It's for real. And it goes into the reasons why. Read More

17 Feb 25

The Mini Podcast on Macro Matters

Video | David Roche | 17 Feb 25
#Trade Wars#NATO#Munich Security Conference#US Tariffs#Remedial Tariffs#Liberal World Order

David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More

17 Feb 25

RTHK THe Close

Podcast | David Roche | 17 Feb 25
#China Stimulus#Trade Wars#NATO#US-China Trade War#Economy (China)#Trump Tariffs.#Munich Security Conference#US Retail

RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big... Read More

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