Quantum Strategy
04:38:55 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
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday August 25, 2026
25 Aug 2026
An insightful but far-from-boring dissection of the US Economic D-Day for Iran; Trump’s latest Trade War with Canada; an…
Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now
25 Aug 2026
See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enf…
Television
See David Roche on NDTV: Oil Could Hit $125? David Roche's Warning On Oil Prices, US Yields & Indian Markets
22 Aug 2026
David Roche on NDTV: the US Treasury is "playing God" with long-term yields, and he thinks it backfires, spooking foreig…
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)