Quantum Strategy
17:10:37 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
Quantum Strategy
RUSI: The Energy Supply Cliff is Alarmingly Near
11 Jun 2026
David Roche's commentary on the energy supply cliff was published by RUSI on 9 June. The published version omitted the …
Video
See David Roche on ET Now: Oil To $150? Global Inflation Shock Just Getting Started?
11 Jun 2026
Oil To $150? Global Inflation Shock Just Getting Started, Warns David Roche | Businss@9 | ET Now US inflation has climbe…
Podcast
Peter Lewis Money Talk- The End of AI ?
10 Jun 2026
Peter Lewis Money Talk China- what does China’s AI international trade tell us about the global AI economy. Does it mak…
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)