Academy Securities: Geopolitical & Macro Strategy Podcast

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

Crisis in Iran

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

Path Forward in Venezuela and 2026 Geopolitical Outlook

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

December 2025 Around the World with Academy Securities

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