
Academy Securities: Geopolitical & Macro Strategy Podcast
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Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Academy Securities: Geopolitical & Macro Strategy Podcast
3w ago
Table of Contents
Introduction
Evolution of the U.S. strategic competition with China
China’s engagement with allies of the U.S.
The risk of a military confrontation over Taiwan
Areas of potential cooperation between the U.S. and China
Conclusion ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
4M ago
Table of Contents
Introduction
Update on Russia and Ukraine
China, Taiwan, Japan, North Korea, and U.S. Influence in the Region
India
Iran
Turkey/Greece
Central and South America
Cyber
Macroeconomic Implications
Conclusion ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
6M ago
• Introduction
• Crypto Industry Overview
• FTX Situation Update
• Macro-Implications in the Crypto Space
• Mainstream Adoption of Crypto/Blockchain
• ESG Applications of Crypto
• Geopolitical Aspects of Crypto ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
8M ago
Table of Contents
Introduction: 00:00 – 2:00
Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10
The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15
Economic Implications for Europe and the West: 29:16 – 39:00
The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15
Transition to Sustainable Energy: 42:16 – 46:45
Iranian Nuclear Program: 46:46 – 48:55
Q&A: 48:56 – 57:11
Conclusion: 57:12 - End ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Table of Contents
Introduction: 00:00 - 1:27
Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21
Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13
Market Assessment of Nuclear Risk: 14:14 – 16:29
Nuclear Threat from North Korea: 16:30 – 21:30
Iran’s Nuclear Program: 21:31 – 27:40
Future of Nuclear Power & ESG: 27:41 – 43:00
Conclusion: 43:01 - End ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Table of Contents
Introduction: 00:00 – 1:20
Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50
Cyber use in conjunction with sanctions: 7:51 – 10:42
Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15
Critical infrastructure that could be at risk: 13:16 – 15:25
Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20
Q&A: 19:21 – 24:31
Conclusion: 24:32 – End ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Table of Contents
Introduction: 00:00 – 1:23
State of Geopolitical Risk in 2022: 1:24 – 6:23
Macro Perspective: End of an Era: 6:24 – 8:08
India and Central/South America: 8:09 – 13:45
Supply Chains, Cyber, and ESG: 13:46 – 22:39
Space and Nuclear Weapons: 22:40 – 30:12
Other Areas of Concern: 30:13 – 38:28
Conclusion: 38:29 – End ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Threat of Domestic Terrorism
Table of Contents:
• Introduction: 00:00 – 00:54
• External vs. internal threats: 00:55 – 19:54
• Counterterrorism in an era of strategic competition: 19:55 – 25:22
• Vulnerabilities: 25:23 - end
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Key Points:
· Domestic threats pose a distinct risk which requires a different set of protections.
· Cyber and domestic threats are much more complicated and require a lot of local support.
· Social media not only allows for anonymous expression, but also a communication system, enablin ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y ago
Table of Contents
Introduction: 00:00 – 1:53
Status of the Iranian Nuclear Negotiations: 1:54 – 11:32
Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50
International Coalition to Confront Iran: 20:51 – 25:39
Nuclear Power Industry: 25:40 – 33:20
Chinese/Russian Hypersonic Technology and Space: 33:21 – 45:52
Q&A and Conclusion: 45:53 – End ..read more