Quantum Strategy
08:33:41 GMT
Enhancing your ability to understand and manage Macro-Turbulence.
When history is no guide to the future.
When geo-politics determine economics.
We tailor our conversations to the needs of clients, whether you are managing assets and need to forecast markets; a shipping company that needs to control geopolitical risk; or a government building a geopolitical or defence policy.
What Quantum Strategy does, and why it matters.
David Roche
Latest Media
The AI Trade Too Big To Fail
15 Sep 2026
David Roche argues that US AI investment, now over $3.1 trillion and rising, may be too big to fail without first failin…
Catch David Roche on Peter Lewis' Money Talk today September 7th 2026
07 Sep 2026
Catch David Roche on Peter Lewis' Money Talk today: David Roche, Peter Lewis and Alex Wong make a great team in debating…
Announcement
David Roche is speaking at FundForum Asia 2026! (Sep 29-30 in Singapore)
03 Sep 2026
David Roche is speaking at FundForum Asia 2026! Connect with 500+ senior professionals attending Asia's premier wealth g…
David Roche
I was born in Ireland which I left as soon as possible with ambitions to write. I studied at Trinity, INSEAD and did a CFA and C Dip Af on the side.
Before setting up Quantum Economics I was a strategist at JP Morgan, Morgan Stanley and Independent Strategy.
My inspirations are tectonic plateshifts, like the Fall of the Wall; the Russian invasion of Ukraine; the death of liberal economics and globalisation. So my mind fires up when history is no guide but creative thinking is.
Where there is discontinuity there is value in strategic thinking. Where general preoccupation is the Fed's next move there is not.
Jorge Luis Borges once said that most novels shouldn't have been written because they would have been better short stories. I write micro-books. Here are some of them, which you can find on the Books page:
- New Monetarism (2008)
- Sovereign Discredit (2010)
- Democrisis (2012)
- Death of Democracy (2018)
- Quantum Economics (2022)
- Living in the Grayzone (2024)