Trade War - The Long War

Trade War - The Long War

Author: Academy Securities June 2, 2019 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 geopolitical, macro, and credit market trends that are driving price action lately. For example, here are some instances where Peter has been on the leading edge of market dynamics, and has been called on frequently by the financial press, including Bloomberg TV, to share his developing thoughts:   In late March we started focusing more on China as a “strategic competitor” tying our geopolitical perspectives with Peter’s thought process.  Peter wasn’t yet bearish but that set the stage. See here for his thoughts then: China Trade War   By mid-April he was more concerned and became more bullish. You all may have seen some of those notes.   Turned full-scale bearish on May 12th, with this piece:Crossing the Rubicon with China

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
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