Quantum Strategy
16:56:25 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
Video
See David Roche on NDTV Profit discussing recent events in the Gulf
10 Jul 2026
Watch David Roche on NDTV Profit today as he talks about the events in the Gulf over the past 24 hours. Is this just a …
Podcast
David Roche Featured on Peter Lewis' Money Talk
08 Jul 2026
David Roche, President & Global Strategist at Quantum Strategy, joins this Wednesday's episode of Peter Lewis' Mon…
Video
See David Roche's Stark Warning! Oil At $90 Could Be Closer Than Markets Think | Business News | ET Now
08 Jul 2026
Catch David Roche on ET Now as he offers a cautious take on the global economy, warning that ongoing tensions in the S…
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)