COVID-19

COVID-19

Author: Academy Securities March 17, 2020 Duration: 17:36
Academy Securities: Geopolitical & Macro Strategy Podcast
News
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

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Academy Securities: Geopolitical & Macro Strategy Podcast
Podcast Episodes
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…
2018 Geopolitical & Macroeconomic Horizon [not-audio_url] [/not-audio_url]

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: Chines…

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