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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
Friday Jan 19, 2024
Friday Jan 19, 2024
Table of Contents
Introduction
Election in Taiwan Increases Tension with China
Threat from Iran Grows
War Between Israel and Hamas Continues
Russia | Ukraine Stalemate Throughout Much of This Year
Turkey, Venezuela, Ecuador, Africa
Macroeconomic Implications
Q&A and Conclusion
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
Table of Contents
- Introduction
- Israel resumes its operations following the end of the ceasefire
- Houthi rebels increase attacks in Red Sea
- U.S. strikes against Iranian-backed proxy forces in Syria and Iraq
- Update on China, Russia, and the war in Ukraine
- Macroeconomic impacts
- Conclusion
Friday Nov 10, 2023
Friday Nov 10, 2023
This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice President of Geopolitical Strategy at Academy Securities
- Introduction
- Update on the war as the Israeli ground offensive intensifies
- Israel's strategy and next steps in the war against Hamas
- Risk of escalation with Iran and its proxy forces in the region
- U S support of Israel and recent strikes against Iranian proxy forces in Syria
- Macroeconomic implications of the war
- Conclusion
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
Table of Contents
- Introduction
- Overview of the situation
- Other parties that could get involved (Hezbollah, Iran)
- U.S. role in supporting Israel
- Impact to the strategic landscape in the Middle East
- Macroeconomic implications
- Conclusion
Friday Jul 07, 2023
Friday Jul 07, 2023
- History of AI, key terms, and where we are today
- How AI will transform industries and the workforce
- Economic implications of AI
- Impact to geopolitical relationships
- Military use of AI (and considerations)
- Future applications of AI
Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
- What led up to the crisis in Russia
- Wagner chief Prigozhin’s march on Moscow and why it stopped
- How this crisis will have an impact on President Putin
- Future of the Wagner Group
- Macroeconomic implications
- What this means for the war in Ukraine
- Relationship between Russia and China
Wednesday May 10, 2023
Wednesday May 10, 2023
Table of Contents
- Introduction
- Evolution of the U.S. strategic competition with China
- China’s engagement with allies of the U.S.
- The risk of a military confrontation over Taiwan
- Areas of potential cooperation between the U.S. and China
- Conclusion
Thursday Jan 26, 2023
Thursday Jan 26, 2023
Table of Contents
- Introduction
- Update on Russia and Ukraine
- China, Taiwan, Japan, North Korea, and U.S. Influence in the Region
- India
- Iran
- Turkey/Greece
- Central and South America
- Cyber
- Macroeconomic Implications
- Conclusion
Thursday Dec 08, 2022
Thursday Dec 08, 2022
• Introduction
• Crypto Industry Overview
• FTX Situation Update
• Macro-Implications in the Crypto Space
• Mainstream Adoption of Crypto/Blockchain
• ESG Applications of Crypto
• Geopolitical Aspects of Crypto
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Table of Contents
- Introduction: 00:00 – 2:00
- Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10
- The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15
- Economic Implications for Europe and the West: 29:16 – 39:00
- The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15
- Transition to Sustainable Energy: 42:16 – 46:45
- Iranian Nuclear Program: 46:46 – 48:55
- Q&A: 48:56 – 57:11
- Conclusion: 57:12 - End