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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
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
1 hr 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
Apr 21, 2025
Apr 21, 2025
1 hr 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
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
1 hr 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
Jan 27, 2025
1 hr 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