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Talking to Tony on Why if Trump wins the War on Trade the US$ is doomed as global reserve currency
Talking to Tony on why if Trump wins the War on Trade, the US$ is doomed as global reserve currency. Of course, lack of trust in the US, alienation of allies and the damage to US economic performance would all play a role. But mechanically smaller US current account deficits wil…
I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25
This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W…
CNBC SQUAWK BOX: what does Trump’s Obsesso-Alliance with Putin means for Europe & the World
Cnbc Squawk Box: what Trump’s obsesso-alliance with Russia means for Europe, NATO & the Trans-Atlantic Alliance.
The Mini Podcast on Macro Matters
David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week.
CNBC Market Alert: - Why US "exceptionalism" will fail this year
CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause.
CNBC News Talk: Trump and Europe the Visceral Hate Thing
CNBC News Talk: Trump and Europe the Visceral Hate Thing
CNBC News Talk: The Impact of Tariffs on China.
CNBC News Talk: The Impact of Tariffs on China.
The Micro Podcast on Macro Matters
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
The Micro Podcast on Macro Matters
Quantum Strategy - David Roche - The Mini Podcast on Macro Matters: The Data: China's NBS PMIs and Industrial Profits. DeepSeek - the deeper meaning of disruption. Trump the first week- the economic consequences of ripping up Alliances. The Fed - when will Trump …
CNBC Squawk Box: President Trump's Inauguration Speech - Market Implications
The Inaugural Speech did not impose Tariffs in a slam dunk. This will give the US$ pause. Not for long as Tariffs are too central to Trump's economic ideas and prejudices not to be trotted out before long