Academy Securities: Geopolitical & Macro Strategy Podcast

AI – The Power, the Potential, and the Risks​

• 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 

WEBINAR Crisis in Russia

• 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

Webinar: China’s Recent Geopolitical “Successes and Influence”

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​

2023 Global Outlook Webinar

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

Crypto, A Brave New World?

• 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

The War in Ukraine: Seven Months After the Invasion

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​

Geopolitical Flashpoints: ​ Global Threat of Nuclear Weapons, Proliferation, and the Future of Nuclear Power

Table of Contents​

• Introduction: 00:00 - 1:27​
• Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21​
• Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13​
• Market Assessment of Nuclear Risk: 14:14 – 16:29​
• Nuclear Threat from North Korea: 16:30 – 21:30​
• Iran’s Nuclear Program: 21:31 – 27:40​
• Future of Nuclear Power & ESG: 27:41 – 43:00​
• Conclusion: 43:01 - End

The Real Geopolitics of Top Gun

U.S. Cyber Concerns Following Russian Invasion of Ukraine

Table of Contents​

• Introduction: 00:00 – 1:20​
• Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50​
• Cyber use in conjunction with sanctions: 7:51 – 10:42​
• Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15​
• Critical infrastructure that could be at risk: 13:16 – 15:25​
• Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20​
• Q&A: 19:21 – 24:31​
• Conclusion: 24:32 – End

Geopolitical Risks/Surprises in 2022

Table of Contents​

• Introduction: 00:00 – 1:23​
• State of Geopolitical Risk in 2022: 1:24 – 6:23​
• Macro Perspective: End of an Era: 6:24 – 8:08​
• India and Central/South America: 8:09 – 13:45​
• Supply Chains, Cyber, and ESG: 13:46 – 22:39​
• Space and Nuclear Weapons: 22:40 – 30:12​
• Other Areas of Concern: 30:13 – 38:28​
• Conclusion: 38:29 – End