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Episodes
Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Episodes
Jan 16, 2026
Jan 16, 2026
36 min
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
Jan 9, 2026
Jan 9, 2026
1hr 2 min
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
Dec 16, 2025
Dec 16, 2025
1hr 17 min
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
Nov 21, 2025
Nov 21, 2025
57 min
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
Oct 23, 2025
Oct 23, 2025
55 min
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
Sep 24, 2025
Sep 24, 2025
48 min
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
Aug 26, 2025
Aug 26, 2025
59 min
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
Aug 26, 2025
Aug 26, 2025
57 min
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
Jun 25, 2025
Jun 25, 2025
1hr 3 min
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 15, 2025
May 15, 2025
56 min
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