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Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Episodes

Apr 10, 2026
Ceasefire with Iran
Apr 10, 2026
Apr 10, 2026
32 min
Introduction
Objectives of the War
Israel and Hezbollah
The Strait of Hormuz
Iranian Nuclear Material
Pathway to a Final Deal
Macroeconomic Impacts
Conclusion
Version: 20241125
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