Academy Securities: Geopolitical & Macro Strategy Podcast

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

U.S. and Israel Launch Strikes on Iran

Extent of Retaliation by Iran

Risk of Regional Escalation

Potential for Regime Change

Macroeconomic Implications 

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

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

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

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

National Production for National Security

U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity

Changing Priorities to Highlight Defense of the Homeland

Increased Pressure on Latin America

Opportunities for Investment

Macroeconomic Implications

Introduction

Status of the Ceasefire in Gaza

Update on the War in Ukraine

Tensions Between China and the U.S. Over Rare Earths

U.S. Increases Pressure on Latin America

Macroeconomic Impacts

Conclusion

Introduction​

Russia’s Drone and Aircraft Incursions into NATO Countries​

Israel Expands its Operations in Gaza City​

Tensions Between China and the Philippines Continue​

U.S. Strikes on Venezuelan Drug Boats​

Telecom Threat in NYC​

Macroeconomic Impacts​

Conclusion

Introduction

Russia | Ukraine Peace Discussions

Israel Commences Operation to Occupy Gaza City

Tensions Between China and the Philippines

U.S. Deploys Naval and Marine Corps Forces to the Caribbean

Macroeconomic Impacts

Conclusion