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Catch David Roche on Peter Lewis' MONEY TALK - Friday August 7, 2026
MONEY TALK! Peter Lewis, Francis Lun and David Roche get down to the gritty about: US Vs China AI and why China is place to invest; why the Straits of Hormuz deal won’t restore normalcy to energy markets; and what are the implications of the weaponisation of foreign exchange by t…
Catch David Roche on Peter Lewis' MONEY TALK - Tuesday 21 July 2026
Money Talk: An in depth debate with Peter Lewis, Mark Michelson and David Roche on THE MEANING OF MOONSHOT - the nature of the US - China struggle for AI Global Supremacy and does Trumps accusations against China fit into a pattern to subvert the mid- term elections. And all th…
David Roche Featured on Peter Lewis' Money Talk
David Roche, President and Global Strategist at Quantum Strategy, joins this Wednesday's episode of Peter Lewis' Money Talk podcast alongside Tim Huxley, Chairman of Mandarin Shipping. Bringing a view from Japan is Nick Smith, Japan strategist at CLSA.
Peter Lewis - Money Talk: US-Iran Peace Talks; Strait of Hormuz & Oil Markets; Federal Reserve Hawkish Pivot; UK Political Transition; China & BoJ Monetary Policy
Peter Lewis - Money Talk: On Tuesday’s Peter Lewis’ Money Talk podcast, Peter is joined by Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, David Roche, President & Global Strategist at Quantum Strategy, and in Washington D.C., US Economics Correspondent, writer & br…
Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today!
Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today. A trickle of tankers have started shipping oil through the infamous Straits of Hormuz pushing down oil prices. David Roche the founder of Quantum Strategies …
Peter Lewis Money Talk- The End of AI ?
Peter Lewis Money Talk China- what does China’s AI international trade tell us about the global AI economy. Does it make AI independent of the “traditional” economic constraints? What role could the ME energy cliff play in ending the AI high roll. Markets beware? Other risks are…
Peter Lewis Money Talk - AI Boom, China Equities, Oil Inventories
Catch David Roche on Peter Lewis' Money Talk podcast for June 3, as he examines whether the fever pitch in AI fundraising reflects genuine productivity gains or is repeating the excesses of prior tech cycles. He also considers at what point oil inventory levels move from a pri…
Peter Lewis Money Talk- The Summit, The Fed, The Gulf and AI
Peter Lewis Money Talk- Peter, Sunil Kashyap and I discuss: The Presidential Xi-Trump summit - What to expect = hot air+nothing; Why China will do little about the Gulf and why the Gulf crisis is a slow burn energy crisis with shortages set to worse;
Peter Lewis Money Talk - The Gulf, Asia & Market Excesses
A very interesting conversation with Carlos Casanova, Peter Lewis and myself about the ecoomic waves that will hit Asia stermming from the Gulf Crisis.
Why are the markets seemingly so sanguine? Joe Lynam with David Roche
Great chat with Joe Lynam of Ireland’s Newstalk about the delusion of markets and the coming energy shortage cliff. The show produced the most reactions of any radio show I have ever done. Joe did a great job in keeping it lively and halting my pedantic tendencies…