Academy Securities: Geopolitical & Macro Strategy Podcast

• 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

Update on the War in Gaza

Israeli Ground Offensive in Lebanon

Iran Launches Ballistic Missile Attack Against Israel

Potential Options for Israeli Response

• 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

• 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

• 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

• 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

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​

• Update on the war as the Israeli offensive into Rafah nears
• 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 construction of the aid pier
• China, Taiwan, India, Russia, and Ukraine
• Macroeconomic implications

   Table of Contents​

• Introduction​
• War Between Israel and Hamas Continues​
• Iran-Backed Houthi Forces Increase Attacks in Red Sea​
• Russia | Ukraine Update​
• China Increases Tension with the Philippines and Taiwan​
• Crisis in Haiti​
• Macroeconomic Implications​
• Conclusion

Table of contents:

 

• Introduction
• War Between Israel and Hamas Continues
• Risk of Regional Conflict with Iran Grows
• Russia | Ukraine Update
• China Puts Pressure on Taiwan Following the Election
• Venezuela and Guyana
• Macroeconomic Implications
• Conclusion