Academy Securities: Geopolitical & Macro Strategy Podcast

Investing in a Pre-War World

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

October 2025 Around the World with Academy Securities

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

September 2025 Around the World with Academy Securities

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

August 2025 Around the World with Academy Securities

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

July 2025 Around the World with Academy Securities

Introduction​

Russia | Ukraine Peace Discussions​

Israel Commences Operation to Occupy Gaza City​

Tension Between China and the Philippines​

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

Macroeconomic Impacts​

Conclusion

Conflict Between Israel and Iran

Introduction

Israel’s Preemptive Strikes on Iran

Iranian Missile Attacks on Israel

U.S. Involvement in Defending Israel

Escalation Scenarios

Potential for a Nuclear Deal

Macroeconomic Impacts

Conclusion

May 2025 Around the World with Academy Securities

Introduction

Ceasefire Between India and Pakistan

Iran Nuclear Discussions

U.S. Nuclear Posture and Missile Defense

Russia | Ukraine Peace Talks

China | U.S. Trade Deal

Macroeconomic Impacts

Conclusion

Navigating Geopolitical and Macroeconomic Uncertainty

Introduction

Israel Returns to War in Gaza

U.S. | Iran Nuclear Talks

Ceasefire Discussions Regarding War in Ukraine

Tensions with China over Tariffs and Taiwan

Macroeconomic Implications

Conclusion

March 2025 Around the World with Academy Securities

Introduction​

Status of the ceasefire discussions in Gaza​

U.S. applies pressure on Iran ​

Ukraine peace talks in Saudi Arabia​

Tensions over tariffs with China​

Gray zone concerns​

Macroeconomic impacts​

Conclusion

U.S. Opportunities and Risks in Space

Introduction

U.S. priorities in space

Artemis program and U.S. return to the moon

Competition with China and Russia in space

Commercial opportunities and rare earth minerals

Space Force

Macroeconomic impacts

Conclusion