Episodes
Thursday Jan 26, 2023
2023 Global Outlook Webinar
Thursday Jan 26, 2023
Thursday Jan 26, 2023
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
Thursday Dec 08, 2022
Crypto, A Brave New World?
Thursday Dec 08, 2022
Thursday Dec 08, 2022
• Introduction
• Crypto Industry Overview
• FTX Situation Update
• Macro-Implications in the Crypto Space
• Mainstream Adoption of Crypto/Blockchain
• ESG Applications of Crypto
• Geopolitical Aspects of Crypto
Thursday Oct 13, 2022
The War in Ukraine: Seven Months After the Invasion
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Table of Contents
- Introduction: 00:00 – 2:00
- Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10
- The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15
- Economic Implications for Europe and the West: 29:16 – 39:00
- The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15
- Transition to Sustainable Energy: 42:16 – 46:45
- Iranian Nuclear Program: 46:46 – 48:55
- Q&A: 48:56 – 57:11
- Conclusion: 57:12 - End
Friday Jun 17, 2022
Friday Jun 17, 2022
Table of Contents
- Introduction: 00:00 - 1:27
- Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21
- Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13
- Market Assessment of Nuclear Risk: 14:14 – 16:29
- Nuclear Threat from North Korea: 16:30 – 21:30
- Iran’s Nuclear Program: 21:31 – 27:40
- Future of Nuclear Power & ESG: 27:41 – 43:00
- Conclusion: 43:01 - End
Thursday Jun 09, 2022
Sunday Feb 27, 2022
U.S. Cyber Concerns Following Russian Invasion of Ukraine
Sunday Feb 27, 2022
Sunday Feb 27, 2022
Table of Contents
- Introduction: 00:00 – 1:20
- Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50
- Cyber use in conjunction with sanctions: 7:51 – 10:42
- Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15
- Critical infrastructure that could be at risk: 13:16 – 15:25
- Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20
- Q&A: 19:21 – 24:31
- Conclusion: 24:32 – End
Thursday Jan 13, 2022
Geopolitical Risks/Surprises in 2022
Thursday Jan 13, 2022
Thursday Jan 13, 2022
Table of Contents
- Introduction: 00:00 – 1:23
- State of Geopolitical Risk in 2022: 1:24 – 6:23
- Macro Perspective: End of an Era: 6:24 – 8:08
- India and Central/South America: 8:09 – 13:45
- Supply Chains, Cyber, and ESG: 13:46 – 22:39
- Space and Nuclear Weapons: 22:40 – 30:12
- Other Areas of Concern: 30:13 – 38:28
- Conclusion: 38:29 – End
Wednesday Nov 24, 2021
Webinar: The Risk of Global Nuclear Proliferation
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
Table of Contents
- Introduction: 00:00 – 1:53
- Status of the Iranian Nuclear Negotiations: 1:54 – 11:32
- Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50
- International Coalition to Confront Iran: 20:51 – 25:39
- Nuclear Power Industry: 25:40 – 33:20
- Chinese/Russian Hypersonic Technology and Space: 33:21 – 45:52
- Q&A and Conclusion: 45:53 – End
Friday Oct 22, 2021
ESG Best Practices: Social Responsability
Friday Oct 22, 2021
Friday Oct 22, 2021
The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion. Our contributors to this conversation include:
- Rachel Washburn - Head of Geopolitical Intelligence
- Peter Tchir - Head of Macro Strategy
- Janie Mines - SVP of Inclusion & Innovation
- Mike Rodriguez - Head of ESG
Table of Contents
- 0:00 - 1:43- Introductions
- 1:44 - 3:33 - Importance of Diversity
- 3:34 - 10:31 - Market Implications of Social Responsibility
- 10:32 - 17:59 - ESG Investing & Supply Chains
- 18:00 - 28:59 - Social Responsibility Metrics
- 29:00 - 32:54 - Key Takeaways & Final Thoughts
Wednesday Aug 18, 2021
Afghanistan – 20 Years of War, Now What?
Wednesday Aug 18, 2021
Wednesday Aug 18, 2021
Table of Contents
- Introduction: 00:00 - 01:04
- Why this matters to us: 1:05 - 02:59
- The departure of the United States and the lead up to the collapse: 3:00 - 7:45
- The strategic purpose of our presence - where we started, why we stayed and what risks to watch for next: 7:46 - 11:09
- What does stability for Afghanistan look like today: 11:10 - 12:59
- China and Other Superpowers in the region, the global economy moving forward and how we recover: 13:00 - 19:53
- How this is different other nations’ post war recoveries, and future supply chain concerns: 19:54 - 25:40
Q&A:
- Threats left in the region and what does a Taliban Government like going forward: 25:41 - 28:01
- How will this effect government spending and what does this mean for consumers, and closing thoughts: 28:02 - end