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Academy Securities: Geopolitical & Macro Strategy Podcast

Academy Securities

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

Episodes

20 of 99 episodes

August Around the World

Introduction U.S. Increases Economic Pressure on Iran Next Steps with Cuba Russia/Ukraine War Potential Trump Meeting with Kim Jong Un China...

66:32Aug 26, 2026

U.S. and Iran Agree on a Peace Deal

Introduction End of Hostilities on all Fronts, Including in Lebanon Strait of Hormuz Iranian Nuclear Program 60-Day Talks and Pathway to a F...

34:14Jun 16, 2026

U.S. Proposal to End the War with Iran

Introduction U.S. 14-Point Memorandum of Understanding Strait of Hormuz Iranian Nuclear Program Israel/Lebanon Ceasefire Pathway to Talks an...

41:11May 8, 2026

Ceasefire with Iran

Introduction​ Objectives of the War​ Israel and Hezbollah​ The Strait of Hormuz​ Iranian Nuclear Material​ Pathway to a Final Deal​ Macroeco...

32:04Apr 10, 2026

Update on the War with Iran

Introduction Objectives of U.S. and Israeli Strikes on Iran Iran’s Retaliatory Strikes Risk of Escalation in the Region Potential for Regime...

37:18Mar 5, 2026

War Between the U.S. | Israel and Iran

U.S. and Israel Launch Strikes on Iran Extent of Retaliation by Iran Risk of Regional Escalation Potential for Regime Change Macroeconomic I...

50:05Mar 3, 2026

Crisis in Iran

Introduction Protests in Iran Regime's Response to the Crisis Possible U.S. Action in Iran What Comes Next for the Regime Macroeconomic Impa...

36:40Jan 16, 2026

Investing in a Pre-War World

National Production for National Security U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity Changing Priorities to...

57:26Nov 21, 2025