Academy Securities: Geopolitical & Macro Strategy Podcast
16 FOLLOWERS
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
2w ago
Update on the war as the Israeli offensive into Rafah nears
Israel’s strategy and next steps in the war against Hamas
Risk of escalation with Iran and its proxy forces in the region
U.S. support of Israel and construction of the aid pier
China, Taiwan, India, Russia, and Ukraine
Macroeconomic implications ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
2M ago
Table of contents:
Introduction
War Between Israel and Hamas Continues
Risk of Regional Conflict with Iran Grows
Russia | Ukraine Update
China Puts Pressure on Taiwan Following the Election
Venezuela and Guyana
Macroeconomic Implications
Conclusion
  ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
3M ago
Table of Contents
Introduction
Election in Taiwan Increases Tension with China
Threat from Iran Grows
War Between Israel and Hamas Continues
Russia | Ukraine Stalemate Throughout Much of This Year
Turkey, Venezuela, Ecuador, Africa
Macroeconomic Implications
Q&A and Conclusion ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
5M ago
Table of Contents
Introduction
Israel resumes its operations following the end of the ceasefire
Houthi rebels increase attacks in Red Sea
U.S. strikes against Iranian-backed proxy forces in Syria and Iraq
Update on China, Russia, and the war in Ukraine
Macroeconomic impacts
Conclusion ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
5M ago
This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice President of Geopolitical Strategy at Academy Securities
Introduction
Update on the war as the Israeli ground offensive intensifies
Israel's strategy and next steps in the war against Hamas
Risk of escalation with Iran and its proxy forces in the region
U S support of Israel and recent strikes against Iranian proxy forces in Syria
Macroeconomic implications of the war
Conclus ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
7M ago
Table of Contents
Introduction
Overview of the situation
Other parties that could get involved (Hezbollah, Iran)
U.S. role in supporting Israel
Impact to the strategic landscape in the Middle East
Macroeconomic implications
Conclusion ..read more
Academy Securities: Geopolitical & Macro Strategy Podcast
1y 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
1y 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
1y 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
1y 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