Academy Securities: Geopolitical & Macro Strategy Podcast

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

The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion.  Our contributors to this conversation include: Rachel Washburn - Head of Geopolitical Intelligence Peter Tchir - Head of Macro Strategy Janie Mines - SVP of Inclusion & Innovation Mike Rodriguez - Head of ESG Table of Contents 0:00 - 1:43- Introductions 1:44 - 3:33 - Importance of Diversity 3:34 - 10:...

Table of Contents Introduction: 00:00 - 01:04 Why this matters to us: 1:05 - 02:59 The departure of the United States and the lead up to the collapse: 3:00 - 7:45 The strategic purpose of our presence - where we started, why we stayed and what risks to watch for next: 7:46 - 11:09 What does stability for Afghanistan look like today: 11:10 - 12:59 China and Other Superpowers in the region, the glob...

ESG Best Practices – Environmental Sustainability Table of Contents: Introduction: 00:00 – 01:25 Views of a Vulnerable Planet from Space: 1:25 – 4:30 Global Cooperation and Competition in ESG Issues: 4:31– 7:44 ESG Best Practices: 7:45 – 15:31 Space and Tech’s role in Addressing Climate Change: 15:32 – 20:36 Crypto Currency from a Green Perspective: 20:37 – 23:15 Resources for Clients: 23:16 - end...

Table of Contents Introduction 00:00 - 2:35 Creation of US Space Force 2:36 - 13:30 International Players and cooperation in space 13:31 - 15:51 Private sector and commercialization of space 15:52 - 27:13 ESG element in space 27:14 - 29:20 National security and technology concerns 29:21 - 32:50 Geopolitical considerations and opportunities 32:51 - End

Major General James "Spider" Marks, Major General Mastin Robeson, Peter Tchir, and Rachel Washburn discuss the recent increase of Russian Troops on the Border with Ukraine.     Table of Contents Introduction (0:00-2:43) Situation Overview (2:44-8:03) U.S. Options (8:04-11:12) Russia | China Relationship (11:13-15:02) Sanctions & Crypto Currencies (15:03-20:39) Russia's Objectives (20:40-24:20) Esc...

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 Listen on iTunes Listen on Google Play Listen on Academy’s Website     Key Points: · Domestic threats pose a distinct risk which requires a different set of protections. · C...

This podcast is a recording from a webinar entitled "Geostrategic Surprises of 2021".  This event was held on January 19th, 2021. Talking Points China and the future of Taiwan North Korea's options U.S. - India relationship Iran back on the offensive Turkey & NATO Cyber threats

Academy Securities Geopolitical Podcast  Geopolitical Flashpoints: The Macroeconomic Impact of the Geostrategic Landscape      Transition and the First 100 Days    Table of Contents:   Introduction: 00:00 – 00:52  Transition and Adversary Risk: 00:53 – 11:00  Elements of Power and Multilateral Relationships: 11:01 – 24:23  Technology, Manufacturing, and Competition with China: 24:24 – 33:51  First...

Academy Securities hosted a Zoom webinar on November 5th, 2020.  At the time of this webinar the results of the presidential election between President Donald Trump and former Vice President Joe Biden.  Major General James "Spider" Marks, Rachel Washburn, and Peter Tchir discuss the impact of this on the markets and global risk landscape.

Key Points:  Data protection, network security, and Cyber Security Awareness Month Progress made by U.S. corporations/municipalities to better prepare and defend themselves against cyber-attacks   Election security and disinformation campaigns designed to undermine the confidence in our electoral system By volume, China conducts the most disinformation attacks Nation states including China, Russia...

We hosted a Zoom video Roundtable discussing treating China as a strategic competitor.  Participants in this event included Lieutenant General Bob Walsh, Major General James "Spider" Marks, Peter Tchir and Rachel Washburn. 

Rising Tensions in the South China Sea Table of Contents: Introduction: 0:00 - 1:17 What is happening in the South China Sea: 1:18 - 9:45 How the tensions may impact trade: 9:45 - 17:07 Impact of Hong Kong’s new national security law: 17:08 - 22:41 Risk of miscalculation or accident: 22:42 - 26:40 Race for new technology: 26:41 - End Key Points: The U.S. recently announced that it rejects China’s...

The Geopolitical Impact of Low Oil Prices    Table of Contents:   0:00 - 2:20: Introduction  2:21 - 7:56: Dealing with China in a COVID Environment  7:57 - 20:00: Impact on the Middle East and North Africa  20:01 - 25:06: European Union and Russia  25:07 - 28:25: Venezuela  28:26 - End: Final Thoughts and Hong Kong Update  Key Points:  With oil prices likely to remain low for an extended period of...

Key Points: Peter Tchir Discusses the Need for Federal Assistance to Mitigate the Economic Impact of the Crisis We have now declared war on the coronavirus pandemic here in the United States. The goal is to slow the spread so our healthcare system can catch up (i.e. not be overwhelmed). The recommendation to stay home/limit activity will have an immediate impact on the economy. The Federal governm...

Key Points:  Iran has been severely weakened by sanctions and the death of Soleimani further destabilizes Iran   The death of Soleimani is part of a three-part strategy:   Constrain Iran’s malign activity   Roll back Iran’s influence in the region - especially in Iraq  Deter further Iranian aggression  Iran hopes that the death of Soleimani would galvanize its population   Iran’s strategic informa...

Rachel Washburn and Lieutenant General Robert Walsh discuss the partnership between the United States and Turkey.  Recent escalations between Turkey and the Kurds in northern Syria has many Americans questioning the motives and thoughts behind the US reaction to the conflict. Table of Contents: U.S.-Turkey partnership history: 00:00 – 5:19 Turkey’s cultural shift and relationships: 5:20 – 22:39 Ne...

Academy Securities Geopolitical SITREP   Geopolitical Flashpoints: The Macroeconomic Impact of the Geostrategic Landscape      Table of Contents:  Hong Kong Protest Background: 00:00 - 4:33  Mainland China’s Response: 4:34 - 11:28  The View from Taiwan: 11:29 - 15:43  North Korea and China: 15:44 - 19:09    Listen on iTunes Here   Listen on Google Play     Key Points:  For the last several years,...

As events continue to develop in the Straights of Hormuz and Gulf of Oman, tensions rise between Iran, the US, and other super powers active in these very valuable and necessary shipping lanes.  This week the UK Royal Navy had to place ships between a UK flagged merchant ship from BP and Iranian IRGC vessels. We immediately got on the phone to discuss this further with our Geopolitical & macro Str...

Academy Securities discusses the recent meeting between President Trump's & Kim Jong Un's meeting and walk through the demilitarized zone.  We also talk about the results (or lack there of) after the G20 summit in Japan.  The second half of the conversation focuses on the effect sanctions are having on Iran and recent election results in Turkey.

We continue the conversation regarding the Trade War with China.  We cover Academy's previous coverage of this subject as well as long term forecasting.  Academy Securities has stayed ahead of some of the recent geopolitical, macro, and credit market trends that are driving price action lately. For example, here are some instances where Peter has been on the leading edge of market dynamics, and ha...

Brigadier General Tata, Peter Tchir, Rachel Washburn, and Chance Mims all discuss the Trump Administration's decision to deny waivers to countries that want to buy Iranian Oil against standing sanctions.  What threats are associated with this decision?

We discuss Geopolitical & Macro Strategy concerns with brigadier General Tony Tata, Major General James Spider Marks, Peter Tchir, and Rachel Washburn.   Topics  China & Trade Taiwan, US, and China Relations India's Position Among Other Leading Nations Elections in Indonesia Russian Interference in Ukraine's Elections Volatility in Turkey Unrest in Venezuela 

United States President Trump and North Korean Chairman Kim meet in February 2019 to discuss nuclear capabilities of North Korea and economic sanctions that have been in place for years.  Major General James "Spider" Marks, Lieutenant General Bob Walsh, and Rachel Washburn of Academy Securities discuss the outcome of this recent summit.