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Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Episodes
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
Introduction
Status of the ceasefire in Gaza
Potential for U.S. engagement with Iran
Update on the war between Russia and Ukraine
Tensions over tariffs with China
U.S. interest in Greenland
Macroeconomic impacts
Conclusion
Monday Jan 27, 2025
Monday Jan 27, 2025
Uncertainty in Syria in 2025
Potential for a Ceasefire in Gaza in 2025
Engagement with Iran in 2025
Likelihood of a Ceasefire Between Russia and Ukraine in 2025
Tensions Between China and Taiwan/the Philippines Continue in 2025
Macroeconomic Implications
Monday Dec 09, 2024
Monday Dec 09, 2024
Introduction
Assad regime falls in Syria
Update on the war in Gaza and the ceasefire in Lebanon
U.S. engagement with Iran in 2025
Likelihood of a ceasefire between Russia and Ukraine in 2025
Tension with China over Taiwan and the Philippines continues in 2025
Macroeconomic impacts
Conclusion
Tuesday Nov 12, 2024
Tuesday Nov 12, 2024
- Introduction
- Update on the war in Gaza, Hezbollah, and the ceasefire negotiations
- Iran and Israel exchange strikes once again
- North Korea sends troops to Russia
- Tensions between China and Taiwan
- Macroeconomic impacts
- Conclusion
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Update on the War in Gaza
Israeli Ground Offensive in Lebanon
Iran Launches Ballistic Missile Attack Against Israel
Potential Options for Israeli Response
Wednesday Sep 18, 2024
Wednesday Sep 18, 2024
- Introduction
- Update on the war in Gaza, Hezbollah, and the ceasefire negotiations
- Iran sends ballistic missiles to Russia
- U.S. considers lifting restrictions on Ukraine’s use of weapons in Russia
- China and the Philippines hold talks to reduce tensions around Sabina Shoal
- Macroeconomic impacts
- Conclusion
Tuesday Aug 13, 2024
Tuesday Aug 13, 2024
- Update on the war in Gaza and the ceasefire negotiations
- Potential for Iranian/Hezbollah retaliatory attacks against Israel
- Ukraine’s cross-border incursion into Russia
- Maduro claims victory in Venezuela
- Macroeconomic impacts
Monday Jul 29, 2024
Monday Jul 29, 2024
- Update on the war in Gaza
- Risk of escalation between Israel and Iran-backed Hezbollah
- Russia enhances partnerships to support its war in Ukraine
- Key developments from the NATO Summit
- Macroeconomic implications
Thursday Jun 13, 2024
Thursday Jun 13, 2024
- Israeli operations continue in Rafah
- Iran holds elections June 28th
- Ukraine strikes targets in Russia with U.S. weapons
- U.S. and China defense chiefs meet for talks in Singapore
- Russia conducts naval and air exercises in Caribbean
- Macroeconomic impacts
Wednesday May 15, 2024
Wednesday May 15, 2024
Table of Contents
- Introduction
- Israel commences operations in Rafah
- Russian forces advance on Kharkiv
- Xi meets with Putin this week in China
- U.S. reduces number of troops in Sahel region
- Macroeconomic impacts
- Conclusion