Academy Securities: Geopolitical & Macro Strategy Podcast

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

June 2024 - Around the World with Academy Securities

• Israeli operations continue in Rafah​
• Iran holds elections June 28th ​
• Ukraine strikes targets in Russia with U.S. weapons​
• U.S. and China defense chiefs meet for talks in Singapore​
• Russia conducts naval and air exercises in Caribbean​
• Macroeconomic impacts

May 2024 - Around the World with Academy Securities​

Table of Contents​

• Introduction​
• Israel commences operations in Rafah​
• Russian forces advance on Kharkiv ​
• Xi meets with Putin this week in China​
• U.S. reduces number of troops in Sahel region​
• Macroeconomic impacts​
• Conclusion​

Webinar: Update on the War Between Israel and Hamas

• Update on the war as the Israeli offensive into Rafah nears
• Israel’s strategy and next steps in the war against Hamas
• Risk of escalation with Iran and its proxy forces in the region
• U.S. support of Israel and construction of the aid pier
• China, Taiwan, India, Russia, and Ukraine
• Macroeconomic implications

March 2024 - Around the World with Academy Securities

   Table of Contents​

• Introduction​
• War Between Israel and Hamas Continues​
• Iran-Backed Houthi Forces Increase Attacks in Red Sea​
• Russia | Ukraine Update​
• China Increases Tension with the Philippines and Taiwan​
• Crisis in Haiti​
• Macroeconomic Implications​
• Conclusion

Around The World with Academy Securities

Table of contents:

 

• Introduction
• War Between Israel and Hamas Continues
• Risk of Regional Conflict with Iran Grows
• Russia | Ukraine Update
• China Puts Pressure on Taiwan Following the Election
• Venezuela and Guyana
• Macroeconomic Implications
• Conclusion

 

2024 Geopolitical Outlook

   Table of Contents​

Introduction​

Election in Taiwan Increases Tension with China​

Threat from Iran Grows​

War Between Israel and Hamas Continues​

Russia | Ukraine Stalemate Throughout Much of This Year​

Turkey, Venezuela, Ecuador, Africa​

Macroeconomic Implications​

Q&A and Conclusion

War Between Israel and Hamas Continues​

Table of Contents​

• Introduction​
• Israel resumes its operations following the end of the ceasefire​
• Houthi rebels increase attacks in Red Sea​
• U.S. strikes against Iranian-backed proxy forces in Syria and Iraq​
• Update on China, Russia, and the war in Ukraine​
• Macroeconomic impacts​
• Conclusion

Updates on the War Between Israel and Hamas

This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice President of Geopolitical Strategy at Academy Securities

• Introduction
• Update on the war as the Israeli ground offensive intensifies
• Israel's strategy and next steps in the war against Hamas
• Risk of escalation with Iran and its proxy forces in the region
• U S support of Israel and recent strikes against Iranian proxy forces in Syria
• Macroeconomic implications of the war
• Conclusion