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David Roche on EO TV (Yen, Gulf, Shipping, Inflation)
David Roche joined EO TV to tackle the questions everyone's asking: → Yen carry trade: what makes currency intervention work, and what makes it fail? → Oil markets are tightening. What's driving it, and why does it set the hurdle rate for any Gulf deal? Watch the full conversatio…
David Roche on NDTV Profit - Breaking down uncertainty and any new normalcy ?
Is a return to normalcy just a myth in the ongoing back-and-forth between Iran and the US? David Roche broke it down on NDTV Profit yesterday.
David Roche on NDTV Profit (Market Open) What Falling Crude Means For India & Emerging Markets: Key Takeaways For Investors
What Falling Crude Means for India and Emerging Markets: Key Investor Takeaways. Declining crude prices may bring some relief to emerging markets like India as oil flows resume through the Strait of Hormuz. Catch Quantum Strategy’s David Roche sharing his insights on NDTV Profi…
Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now
Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now AI rally, Fed policy, Iran deal and oil prices — global markets are balancing multiple big themes. In this exclusive conversation, David Roche of Quantum Strategy breaks down the m…
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 …
NDTV Profit - Oil Prices, AI Boom & Markets: David Roche Breaks Down What The US-Iran Deal Means For India
What does the US-Iran peace deal mean for markets? Strategist David Roche tackles that question on NDTV Profit, unpacking how a reopened Strait of Hormuz and normalizing oil supplies could ease inflation, support global growth, and extend the AI-driven rally still powering marke…
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…
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble David Roche delivers a stark warning on the global economy, oil markets, and the growing disconnect between financial markets and economic reality. With crude oil …
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…
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets. Applying the theoretical arguments about when Macro matters to Economies and to Markets to what is happening in the MIddle East.