COVID-19

COVID-19

Author: Academy Securities March 17, 2020 Duration: 17:36
Key Points: Peter Tchir Discusses the Need for Federal Assistance to Mitigate the Economic Impact of the Crisis We have now declared war on the coronavirus pandemic here in the United States. The goal is to slow the spread so our healthcare system can catch up (i.e. not be overwhelmed). The recommendation to stay home/limit activity will have an immediate impact on the economy. The Federal government needs to be more aggressive and take action to protect its citizens and make them financially “whole”. Unlike the 2008 financial crisis, this is a “bottoms up” problem and the effect will “trickle up”. General Spider Marks Comments on the National Mobilization National mobilization – much like in WWII and during national disasters like hurricanes. Invoking the Stafford Act – will grant the president additional powers. National Guard will continue to be engaged to help communities get through the crisis. Country cannot move into complete isolation; we will need to work together. Nation has made sacrifices before, and will make them again and overcome this.

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
Crypto, A Brave New World? [not-audio_url] [/not-audio_url]

Duration: 45:07
• 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 [not-audio_url] [/not-audio_url]

Duration: 58:21
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 We…
U.S. Cyber Concerns Following Russian Invasion of Ukraine [not-audio_url] [/not-audio_url]

Duration: 25:32
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 respo…
Geopolitical Risks/Surprises in 2022 [not-audio_url] [/not-audio_url]

Duration: 39:08
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:…
Webinar: The Risk of Global Nuclear Proliferation [not-audio_url] [/not-audio_url]

Duration: 57:45
Table of Contents Introduction: 00:00 – 1:53 Status of the Iranian Nuclear Negotiations: 1:54 – 11:32 Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50 International Coalition to Confront Iran: 20:51 – 25:39 Nucle…
ESG Best Practices: Social Responsability [not-audio_url] [/not-audio_url]

Duration: 32:54
The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion. Our contributors to this conversation include: Rachel Washburn - Head of Geopolitical Intelligence Peter Tchir - Head of Ma…
Afghanistan – 20 Years of War, Now What? [not-audio_url] [/not-audio_url]

Duration: 33:22
Table of Contents Introduction: 00:00 - 01:04 Why this matters to us: 1:05 - 02:59 The departure of the United States and the lead up to the collapse: 3:00 - 7:45 The strategic purpose of our presence - where we started,…
ESG Best Practices – Environmental Sustainability [not-audio_url] [/not-audio_url]

Duration: 26:27
ESG Best Practices – Environmental Sustainability Table of Contents: Introduction: 00:00 – 01:25 Views of a Vulnerable Planet from Space: 1:25 – 4:30 Global Cooperation and Competition in ESG Issues: 4:31– 7:44 ESG Best…