Academy Securities: Geopolitical & Macro Strategy Podcast

June Around the World with Academy Securities

Introduction

Talks Begin with Iran in Switzerland

Pathway Forward in Cuba

Russia/Ukraine War

China | U.S. Economic Tensions

Macroeconomic Impacts

Conclusion

U.S. and Iran Agree on a Peace Deal

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

May Around the World with Academy Securities

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

U.S. Proposal to End the War with Iran

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

April Around the World with Academy Securities

Introduction

Ceasefire in Iran

Talks with Cuba

Update on Russia/Ukraine War

Upcoming China | U.S. Summit

Macroeconomic Impacts

Conclusion

Ceasefire with Iran

Introduction​

Objectives of the War​

Israel and Hezbollah​

The Strait of Hormuz​

Iranian Nuclear Material​

Pathway to a Final Deal​

Macroeconomic Impacts​

Conclusion

March Around the World with Academy Securities

Introduction

War with Iran

Crisis in Cuba

Update on Russia/Ukraine War

China | U.S. Summit Delayed

Macroeconomic Impacts

Conclusion

Update on the War with Iran

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

War Between the U.S. | Israel and Iran

U.S. and Israel Launch Strikes on Iran

Extent of Retaliation by Iran

Risk of Regional Escalation

Potential for Regime Change

Macroeconomic Implications 

February 2026 Around the World with Academy Securities

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