Academy Securities: Geopolitical & Macro Strategy Podcast
Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Episodes
Introduction
Status of the Ceasefire in Gaza
Update on the War in Ukraine
Tensions Between China and the U.S. Over Rare Earths
U.S. Increases Pressure on Latin America
Macroeconomic Impacts
Conclusion
Introduction
Russia’s Drone and Aircraft Incursions into NATO Countries
Israel Expands its Operations in Gaza City
Tensions Between China and the Philippines Continue
U.S. Strikes on Venezuelan Drug Boats
Telecom Threat in NYC
Macroeconomic Impacts
Conclusion
Introduction
Russia | Ukraine Peace Discussions
Israel Commences Operation to Occupy Gaza City
Tensions Between China and the Philippines
U.S. Deploys Naval and Marine Corps Forces to the Caribbean
Macroeconomic Impacts
Conclusion
Introduction
Russia | Ukraine Peace Discussions
Israel Commences Operation to Occupy Gaza City
Tension Between China and the Philippines
U.S. Deploys Naval and Marine Corps Forces to the Caribbean
Macroeconomic Impacts
Conclusion
Introduction
Israel’s Preemptive Strikes on Iran
Iranian Missile Attacks on Israel
U.S. Involvement in Defending Israel
Escalation Scenarios
Potential for a Nuclear Deal
Macroeconomic Impacts
Conclusion
Introduction
Ceasefire Between India and Pakistan
Iran Nuclear Discussions
U.S. Nuclear Posture and Missile Defense
Russia | Ukraine Peace Talks
China | U.S. Trade Deal
Macroeconomic Impacts
Conclusion
Introduction
Israel Returns to War in Gaza
U.S. | Iran Nuclear Talks
Ceasefire Discussions Regarding War in Ukraine
Tensions with China over Tariffs and Taiwan
Macroeconomic Implications
Conclusion
Introduction
Status of the ceasefire discussions in Gaza
U.S. applies pressure on Iran
Ukraine peace talks in Saudi Arabia
Tensions over tariffs with China
Gray zone concerns
Macroeconomic impacts
Conclusion
Introduction
U.S. priorities in space
Artemis program and U.S. return to the moon
Competition with China and Russia in space
Commercial opportunities and rare earth minerals
Space Force
Macroeconomic impacts
Conclusion
Introduction
Status of the ceasefire in Gaza
Potential for U.S. engagement with Iran
Update on the war between Russia and Ukraine
Tensions over tariffs with China
U.S. interest in Greenland
Macroeconomic impacts
Conclusion
Uncertainty in Syria in 2025
Potential for a Ceasefire in Gaza in 2025
Engagement with Iran in 2025
Likelihood of a Ceasefire Between Russia and Ukraine in 2025
Tensions Between China and Taiwan/the Philippines Continue in 2025
Macroeconomic Implications
Introduction
Assad regime falls in Syria
Update on the war in Gaza and the ceasefire in Lebanon
U.S. engagement with Iran in 2025
Likelihood of a ceasefire between Russia and Ukraine in 2025
Tension with China over Taiwan and the Philippines continues in 2025
Macroeconomic impacts
Conclusion
- Introduction
- Update on the war in Gaza, Hezbollah, and the ceasefire negotiations
- Iran and Israel exchange strikes once again
- North Korea sends troops to Russia
- Tensions between China and Taiwan
- Macroeconomic impacts
- Conclusion
Update on the War in Gaza
Israeli Ground Offensive in Lebanon
Iran Launches Ballistic Missile Attack Against Israel
Potential Options for Israeli Response
- Introduction
- Update on the war in Gaza, Hezbollah, and the ceasefire negotiations
- Iran sends ballistic missiles to Russia
- U.S. considers lifting restrictions on Ukraine’s use of weapons in Russia
- China and the Philippines hold talks to reduce tensions around Sabina Shoal
- Macroeconomic impacts
- Conclusion
- Update on the war in Gaza and the ceasefire negotiations
- Potential for Iranian/Hezbollah retaliatory attacks against Israel
- Ukraine’s cross-border incursion into Russia
- Maduro claims victory in Venezuela
- Macroeconomic impacts
- Update on the war in Gaza
- Risk of escalation between Israel and Iran-backed Hezbollah
- Russia enhances partnerships to support its war in Ukraine
- Key developments from the NATO Summit
- Macroeconomic implications
- Israeli operations continue in Rafah
- Iran holds elections June 28th
- Ukraine strikes targets in Russia with U.S. weapons
- U.S. and China defense chiefs meet for talks in Singapore
- Russia conducts naval and air exercises in Caribbean
- Macroeconomic impacts
Table of Contents
- Introduction
- Israel commences operations in Rafah
- Russian forces advance on Kharkiv
- Xi meets with Putin this week in China
- U.S. reduces number of troops in Sahel region
- Macroeconomic impacts
- Conclusion
- 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
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