Academy Securities: Geopolitical & Macro Strategy Podcast

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

War Between Israel and Hamas

Table of Contents​

• Introduction​
• Overview of the situation​
• Other parties that could get involved (Hezbollah, Iran)​
• U.S. role in supporting Israel​
• Impact to the strategic landscape in the Middle East​
• Macroeconomic implications ​
• Conclusion

AI – The Power, the Potential, and the Risks​

• History of AI, key terms, and where we are today​
• How AI will transform industries and the workforce​
• Economic implications of AI​
• Impact to geopolitical relationships​
• Military use of AI (and considerations) ​
• Future applications of AI 

WEBINAR Crisis in Russia

• What led up to the crisis in Russia​
• Wagner chief Prigozhin’s march on Moscow and why it stopped​
• How this crisis will have an impact on President Putin ​
• Future of the Wagner Group​
• Macroeconomic implications​
• What this means for the war in Ukraine​
• Relationship between Russia and China

Webinar: China’s Recent Geopolitical “Successes and Influence”

Table of Contents​

• Introduction​
• Evolution of the U.S. strategic competition with China​
• China’s engagement with allies of the U.S.​
• The risk of a military confrontation over Taiwan​
• Areas of potential cooperation between the U.S. and China ​
• Conclusion​

2023 Global Outlook Webinar

Table of Contents​

• Introduction​
• Update on Russia and Ukraine​
• China, Taiwan, Japan, North Korea, and U.S. Influence in the Region​
• India​
• Iran​
• Turkey/Greece​
• Central and South America​
• Cyber​
• Macroeconomic Implications​
• Conclusion