Academy Securities: Geopolitical & Macro Strategy Podcast

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

   Table of Contents​ Introduction​ War Between Israel and Hamas Continues​ Iran-Backed Houthi Forces Increase Attacks in Red Sea​ Russia | Ukraine Update​ China Increases Tension with the Philippines and Taiwan​ Crisis in Haiti​ Macroeconomic Implications​ Conclusion

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  

   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

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

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 aga...

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

History of AI, key terms, and where we are today​ How AI will transform industries and the workforce​ Economic implications of AI​ Impact to geopolitical relationships​ Military use of AI (and considerations) ​ Future applications of AI 

What led up to the crisis in Russia​ Wagner chief Prigozhin’s march on Moscow and why it stopped​ How this crisis will have an impact on President Putin ​ Future of the Wagner Group​ Macroeconomic implications​ What this means for the war in Ukraine​ Relationship between Russia and China

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​

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

• 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

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...

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

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 –...

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