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Catch David Roche on Peter Lewis' MONEY TALK - Tuesday August 25, 2026

QS Team ·25 Aug 2026

An insightful but far-from-boring dissection of the US Economic D-Day for Iran; Trump’s latest Trade War with Canada; and US Treasury bond market intervention. Some surpising bones are unearthed. Why D-day could effect Iran’s ability to finance its war through tracing links for U…

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See David Roche on NDTV Profit: Oil Supply Crisis, AI Bubble Risk, and His Case for China and India

QS Team ·11 Aug 2026

David Roche warns that a 16 to 18 million barrel per day global oil deficit, driven by falling Russian exports and surging Chinese demand, is colliding with an AI investment boom built on circular, highly leveraged financing. He sees no economic slowdown on the horizon to ease oi…

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