Academy Securities: Geopolitical & Macro Strategy Podcast

March 2025 Around the World with Academy Securities

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

U.S. Opportunities and Risks in Space

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

February 2025 Around the World with Academy Securities

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

2025 Geopolitical Outlook

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

December 2024 Around the World with Academy Securities

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

November 2024 Around the World with Academy Securities

• 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

Risk of Further Escalation in the Middle East

Update on the War in Gaza

Israeli Ground Offensive in Lebanon

Iran Launches Ballistic Missile Attack Against Israel

Potential Options for Israeli Response

September 2024 Around the World with Academy Securities

• 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

August 2024 Around the World with Academy Securities

• 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

Navigating Geopolitical Risk in the Middle East, Asia, and Eastern Europe​

• 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