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
The Geopolitical Impact of Low Oil Prices [not-audio_url] [/not-audio_url]

Duration: 35:42
The Geopolitical Impact of Low Oil Prices Table of Contents: 0:00 - 2:20: Introduction 2:21 - 7:56: Dealing with China in a COVID Environment 7:57 - 20:00: Impact on the Middle East and North Africa 20:01 - 25:06: Europe…
Actions in Iran [not-audio_url] [/not-audio_url]

Duration: 23:24
Key Points: Iran has been severely weakened by sanctions and the death of Soleimani further destabilizes Iran The death of Soleimani is part of a three-part strategy: Constrain Iran’s malign activity Roll back Iran’s inf…
A Strategic Partnership with Turkey [not-audio_url] [/not-audio_url]

Duration: 24:27
Rachel Washburn and Lieutenant General Robert Walsh discuss the partnership between the United States and Turkey. Recent escalations between Turkey and the Kurds in northern Syria has many Americans questioning the motiv…
Unrest in Hong Kong [not-audio_url] [/not-audio_url]

Duration: 19:09
Academy Securities Geopolitical SITREP Geopolitical Flashpoints: The Macroeconomic Impact of the Geostrategic Landscape Table of Contents: Hong Kong Protest Background: 00:00 - 4:33 Mainland China’s Response: 4:34 - 11:2…
Trump & Kim DMZ Walk, G20, Iran, & Turkey [not-audio_url] [/not-audio_url]

Duration: 23:24
Academy Securities discusses the recent meeting between President Trump's & Kim Jong Un's meeting and walk through the demilitarized zone. We also talk about the results (or lack there of) after the G20 summit in Japan.…
Trade War - The Long War [not-audio_url] [/not-audio_url]

Duration: 26:17
We continue the conversation regarding the Trade War with China. We cover Academy's previous coverage of this subject as well as long term forecasting. Academy Securities has stayed ahead of some of the recent geopolitic…
POTUS Denies Waivers for Iranian Oil Sanctions [not-audio_url] [/not-audio_url]

Duration: 24:01
Brigadier General Tata, Peter Tchir, Rachel Washburn, and Chance Mims all discuss the Trump Administration's decision to deny waivers to countries that want to buy Iranian Oil against standing sanctions. What threats are…
2019 Second Quarter Outlook [not-audio_url] [/not-audio_url]

Duration: 32:41
We discuss Geopolitical & Macro Strategy concerns with brigadier General Tony Tata, Major General James Spider Marks, Peter Tchir, and Rachel Washburn. Topics China & Trade Taiwan, US, and China Relations India's Positio…
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…