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RTHK - The Close.

Podcast ·David Roche ·07 Apr 2025

Why Trump is not a buy-on- the-dips opportunity but a change in world order that destroys globalisation and the liberal world order in ways that will profoundly change what you invest in.

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Podcast

RTHK: The Close: Trump Policy …………….. Trump What? Did i hear you right?

Podcast ·David Roche ·10 Mar 2025

RTHK: The Close: Trump Policy …………….. Trump What? Did i hear you right?

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Podcast

RTHK The Close with Carolyn Wright: Trump’s Ukraine Fiasco is China’s Opportunity

Podcast ·David Roche ·03 Mar 2025

Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings

Media

The Micro Podcast on Macro Matters

Television ·David Roche ·10 Feb 2025

The Micro Podcast on Macro Matter. Trump's tariffs and China's measured but lethal response. Netanyahu manipulated Trump into cementing him in office as Israel's PM. That makes more war in Gaza more likely. And does it mean that Netanyahu will be able to manipulate Tr…

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CNBC Market Alert: - Why US "exceptionalism" will fail this year

Video ·QS Team ·05 Feb 2025

CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause.

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Media

The Micro Podcast on Macro Matters

Video ·David Roche ·03 Feb 2025

David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets

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Podcast

RTHK The Close

Podcast ·David Roche ·27 Jan 2025

China PMIs, Trump's first week, Deepseek

Media
Podcast

Peter Lewis - Money Talk - Monday, January 27, 2025

Podcast ·David Roche ·27 Jan 2025

Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out.

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