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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
Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy
Episodes

Apr 21, 2025
Apr 21, 2025
1hr 1 min
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

Mar 12, 2025
Mar 12, 2025
57 min
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

Feb 20, 2025
U.S. Opportunities and Risks in Space
Feb 20, 2025
Feb 20, 2025
48 min
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

Feb 11, 2025
Feb 11, 2025
1hr 11 min
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

Jan 27, 2025
2025 Geopolitical Outlook
Jan 27, 2025
Jan 27, 2025
1hr 5 sec
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

Dec 9, 2024
Dec 9, 2024
49 min
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

Nov 12, 2024
Nov 12, 2024
50 min
- 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

Oct 9, 2024
Oct 9, 2024
54 min
Update on the War in Gaza
Israeli Ground Offensive in Lebanon
Iran Launches Ballistic Missile Attack Against Israel
Potential Options for Israeli Response

Sep 18, 2024
Sep 18, 2024
50 min
- 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

Aug 13, 2024
Aug 13, 2024
36 min
- 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