Academy Securities: Geopolitical & Macro Strategy Podcast

Introduction Talks Begin with Iran in Switzerland Pathway Forward in Cuba Russia/Ukraine War China | U.S. Economic Tensions Macroeconomic Impacts Conclusion

Introduction End of Hostilities on all Fronts, Including in Lebanon Strait of Hormuz Iranian Nuclear Program 60-Day Talks and Pathway to a Final Deal Macroeconomic Impacts Conclusion

Introduction Talks Continue with Iran U.S. Ramps up Pressure on Cuba Russia/Ukraine War China | U.S. Summit U.S. Strikes in Nigeria Macroeconomic Impacts Conclusion

Introduction U.S. 14-Point Memorandum of Understanding Strait of Hormuz Iranian Nuclear Program Israel/Lebanon Ceasefire Pathway to Talks and a Final Deal with Iran Macroeconomic Impacts Conclusion

Introduction Ceasefire in Iran Talks with Cuba Update on Russia/Ukraine War Upcoming China | U.S. Summit Macroeconomic Impacts Conclusion

Introduction​ Objectives of the War​ Israel and Hezbollah​ The Strait of Hormuz​ Iranian Nuclear Material​ Pathway to a Final Deal​ Macroeconomic Impacts​ Conclusion

Introduction War with Iran Crisis in Cuba Update on Russia/Ukraine War China | U.S. Summit Delayed Macroeconomic Impacts Conclusion

Introduction Objectives of U.S. and Israeli Strikes on Iran Iran’s Retaliatory Strikes Risk of Escalation in the Region Potential for Regime Change Macroeconomic Impacts Conclusion

U.S. and Israel Launch Strikes on Iran Extent of Retaliation by Iran Risk of Regional Escalation Potential for Regime Change Macroeconomic Implications 

Introduction Nuclear Talks and the Likelihood of a Conflict with Iran What Comes Next For Cuba? Russia/Ukraine War Update China, Taiwan, and the Philippines Macroeconomic impacts Conclusion

Introduction Protests in Iran Regime's Response to the Crisis Possible U.S. Action in Iran What Comes Next for the Regime Macroeconomic Impacts Conclusion

U.S. Captures Maduro Protests in Iran Status of the Russia/Ukraine Peace Discussions   Chinese Wargame Exercises Around Taiwan Opportunities for the U.S. in Africa Macroeconomic Implication

Introduction Will Venezuela strikes result in removing Maduro in 2026? Russia/Ukraine peace in 2026? Will the ceasefire in Gaza/Lebanon hold in 2026? China/Taiwan tensions continue in 2026? Will Russia and China expand their footprints in Africa in 2026? Macroeconomic impacts Conclusion

National Production for National Security U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity Changing Priorities to Highlight Defense of the Homeland Increased Pressure on Latin America Opportunities for Investment Macroeconomic Implications

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