Media Library
Showing All Results
Catch David Roche on Peter Lewis' Money Talk today September 7th 2026
Catch David Roche on Peter Lewis' Money Talk today: David Roche, Peter Lewis and Alex Wong make a great team in debating the rise in sovereign bond yields, are the key drivers inflation, sovereign debt sustainability, or competing bond supply from AI? They then explore the conseq…
David Roche of Quantum Strategy appeared on CNBC Access Middle East today
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
David Roche of Quantum Strategy appeared on CNBC Access Middle East today,
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
The Mini-Podcast on Macro
David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th…
RTHK - The Close
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down.
The Micro Podcast on Macro Matters.
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…
Fintech TV NY interview: David Roche: Syria and Oil Prices - why Crypto as a Russian Reserve Currency will hurt its reputation
Fintech TV NY interview on the impact of Syria on oil prices and the unlikely use of digital currency as a reserve currency except for illegal activity by disreputable states or idiotic leaders
The Micro Podcast on Macro Matters
Quantum Strategy - The Micro Podcast on Macro Matters: What's happened but matters still: China data; Germany - what the Bundesbank believes; Korea - the constitutional crisis; & France - why a decent PM makes no difference - no reform before the populists take over. And to come…
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek