2018 Geopolitical & Macroeconomic Horizon

2018 Geopolitical & Macroeconomic Horizon

Author: Academy Securities August 31, 2018 Duration: 43:52
As we look to the remainder of 2018, what geopolitical risks and concerns should we have our eyes on?  The Academy Securities team discusses how they see the remainder of 2018 playing out.  We discuss the following: Chinese Military Expansion and Trade: 0:00-4:30 North Korea: 4:31-7:31 Afghanistan: 7:32 - 9:46 US-Turkey Relatinoship: 9:47-12:11 Russia Cyber Influence: 12:12 - 15:51 Venezuela: 15:52 - 19:00 Military Presence in MENA: 19:01- 22:30 Market Commentary: 22:31 - 24:07 Senator John McCain Tribute: 24:08 - 30:36 Also, here is a link to Peter Tchir's piece titled "Don’t Be Afraid of the Big Bad BBB Bonds" As always you can reach us at info@academysecurities.com.    Academy Securities is our nation's first and only Post-9/11 veteran and disabled veteran owned and operated investment bank with strength in capital markets, public finance, fixed income and equity trading.   Academy leverages intensive past Military training, in depth current financial experience, geopolitical knowledge and broad networks. Mission-driven teams bring out the best in each other for the benefit of our clients. 

In a world where headlines move markets and distant conflicts ripple through retirement accounts, it can be difficult to find clear-eyed analysis. Academy Securities: Geopolitical & Macro Strategy Podcast cuts through the noise, offering grounded conversations on how global events directly shape financial landscapes. Each episode brings together experts to unpack the complex interplay between international affairs and economic strategy. You’ll hear discussions that go beyond surface-level news, delving into how specific political shifts, trade tensions, or regional instabilities can influence investment decisions and broader market trends. This isn't about abstract theory; it's a practical examination of the forces that drive capital flows and economic forecasts. The dialogue within this podcast is built on identifying tangible risks and opportunities, providing a crucial context for anyone navigating today’s interconnected financial systems. Tune in for a sober, informed perspective that connects the dots from the geopolitical stage to your portfolio, making sense of the world one strategic discussion at a time. Academy Securities facilitates these essential conversations, ensuring each episode delivers substance over speculation.
Author: Language: English Episodes: 93

Academy Securities: Geopolitical & Macro Strategy Podcast
Podcast Episodes
Hanoi Summit 2019 Between North Korea & The United States [not-audio_url] [/not-audio_url]

Duration: 8:01
United States President Trump and North Korean Chairman Kim meet in February 2019 to discuss nuclear capabilities of North Korea and economic sanctions that have been in place for years. Major General James "Spider" Mark…
Rising Tension between India & Pakistan [not-audio_url] [/not-audio_url]

Duration: 14:56
Today our conversation focuses on India & Pakistan. On February 14th a terrorist attack killed 40 Indian soldiers in Indian controlled Kashmir. India claimed this week that it launched airstrikes into Pakistani territory…
Political Crisis in Venezuela [not-audio_url] [/not-audio_url]

Duration: 24:08
As the political crisis continues to take place in Venezuela the international community chooses to back Nicolás Maduro or Juan Guaidó. We discuss with our Geopolitical & Macro Strategy experts what may happen next and h…
2018 Review & 2019 Outlook [not-audio_url] [/not-audio_url]

Duration: 27:23
For our final episode of 2018 we review the major geopolitical events and developments of this year and discuss whats on the horizon for 2019. Main topics include: China & Trade War Russia global influence Ukraine Turkey…
Russian Provocation in the Sea of Azov [not-audio_url] [/not-audio_url]

Duration: 36:26
Over the weekend tensions escalated between Russia and the Ukraine as 3 Ukrainian naval vessels and crew were captured by Russian forces. Our panel of Geopolitical an Macro Strategy experts provide commentary on possible…
Sanctions & Waivers on Iran - Midterm Election Results [not-audio_url] [/not-audio_url]

Duration: 31:24
As the U.S. develops sanctions and waivers in regard to Iran and its nuclear pursuits, what does this mean for the markets and geopolitical environment. We have Rachel Washburn moderating a conversation between Lieutenan…
Aftermath of Journalist Murder and the KSA [not-audio_url] [/not-audio_url]

Duration: 22:05
With the recent killing of Washington Post journalist Jamal Khashoggi, what are the impacts this may have on U.S.- KSA relations as well as trade in the region. How might the markets react to this event? What may happen…
Ten Main Points for Chinese Military Modernization [not-audio_url] [/not-audio_url]

Duration: 16:10
Ten Main Points for Chinese Military Modernization 0:43 - Meeting between North & South Korea2:00 - China's role in the North Korea3:28 - 10 Main Points in Chinese Military Modernization 5:15 - Expeditionary Doctrine 6:1…
Ukraine / Macroeconomic perspective on SOFR Bonds [not-audio_url] [/not-audio_url]

Duration: 18:39
Academy Securities presents Major General James "Spider" Marks, Rachel Washburn, and Head of Macro Strategy Peter Tchir. Spider shares his view on the current situation in Ukraine and how it plays a part in the relations…