Actions in Iran

Actions in Iran

Author: Academy Securities January 10, 2020 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 influence in the region - especially in Iraq  Deter further Iranian aggression  Iran hopes that the death of Soleimani would galvanize its population   Iran’s strategic information capabilities are significant   The IRGC are more ideologically entrenched than the conventional Iranian military forces   Iran is unlikely to want to confront the U.S. again in a direct fashion   Future attacks will allow Iran deniability   Attacks are likely to occur against U.S. allies in the region   Expect a back channel movement to establish a diplomatic resolution – ease sanctions   A significant portion of the Iraqi population wants Iranian influence out of Iraq   Kim Jung Un is watching this closely   China remains a critical aspect to resolution with North Korea   China could provide military and nuclear top cover for North Korea  For the first time, Iran, China, and Russia held joint naval exercises   Remains to be seen if this partnership will embolden Iran   Remains to be seen if Russia and China will stand behind the actions of Iran   If Iran attempted to close the Strait of Hormuz, China would be greatly impacted  

Tune in to Academy Securities: Geopolitical & Macro Strategy Podcast for a clear-eyed analysis of how world events translate into market movements. Hosted by the firm’s own experts, this series moves beyond the headlines to examine the underlying forces-from shifting trade policies and regional tensions to electoral surprises and regulatory changes-that directly influence financial landscapes. Each conversation is built on the premise that today’s geopolitical flashpoints are tomorrow’s investment considerations. You’ll hear detailed assessments that connect dots between distant developments and their potential ripple effects across capital markets and the broader economy. This podcast serves as an essential resource for anyone looking to understand the complex interplay of power, policy, and portfolios. The discussions are grounded in practical strategy, offering listeners a nuanced perspective often missing from daily news cycles. By focusing on tangible risks and opportunities, Academy Securities provides a valuable framework for navigating an increasingly interconnected global stage. Regular episodes ensure you stay informed on the critical junctions where geopolitics and macroeconomics collide.
Author: Language: English Episodes: 93

Academy Securities: Geopolitical & Macro Strategy Podcast
Podcast Episodes
March 2024 - Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 54:11
Table of Contents​ Introduction​ War Between Israel and Hamas Continues​ Iran-Backed Houthi Forces Increase Attacks in Red Sea​ Russia | Ukraine Update​ China Increases Tension with the Philippines and Taiwan​ Crisis in…
Around The World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 50:15
Table of contents: Introduction War Between Israel and Hamas Continues Risk of Regional Conflict with Iran Grows Russia | Ukraine Update China Puts Pressure on Taiwan Following the Election Venezuela and Guyana Macroecon…
2024 Geopolitical Outlook [not-audio_url] [/not-audio_url]

Duration: 1:02:53
Table of Contents​ Introduction​ Election in Taiwan Increases Tension with China​ Threat from Iran Grows​ War Between Israel and Hamas Continues​ Russia | Ukraine Stalemate Throughout Much of This Year​ Turkey, Venezuela…
War  Between Israel and Hamas Continues​ [not-audio_url] [/not-audio_url]

Duration: 46:59
Table of Contents​ Introduction​ Israel resumes its operations following the end of the ceasefire​ Houthi rebels increase attacks in Red Sea​ U.S. strikes against Iranian-backed proxy forces in Syria and Iraq​ Update on…
Updates on the War Between Israel and Hamas [not-audio_url] [/not-audio_url]

Duration: 56:46
This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice…
War Between Israel and Hamas [not-audio_url] [/not-audio_url]

Duration: 44:09
Table of Contents​ Introduction​ Overview of the situation​ Other parties that could get involved (Hezbollah, Iran)​ U.S. role in supporting Israel​ Impact to the strategic landscape in the Middle East​ Macroeconomic imp…
AI – The Power, the Potential, and the Risks​ [not-audio_url] [/not-audio_url]

Duration: 52:55
History of AI, key terms, and where we are today​ How AI will transform industries and the workforce​ Economic implications of AI​ Impact to geopolitical relationships​ Military use of AI (and considerations) ​ Future ap…
WEBINAR Crisis in Russia [not-audio_url] [/not-audio_url]

Duration: 56:21
What led up to the crisis in Russia​ Wagner chief Prigozhin’s march on Moscow and why it stopped​ How this crisis will have an impact on President Putin ​ Future of the Wagner Group​ Macroeconomic implications​ What this…
Webinar: China’s Recent Geopolitical “Successes and Influence” [not-audio_url] [/not-audio_url]

Duration: 50:44
Table of Contents​ Introduction​ Evolution of the U.S. strategic competition with China​ China’s engagement with allies of the U.S.​ The risk of a military confrontation over Taiwan​ Areas of potential cooperation betwee…
2023 Global Outlook Webinar [not-audio_url] [/not-audio_url]

Duration: 1:03:16
Table of Contents​ Introduction​ Update on Russia and Ukraine​ China, Taiwan, Japan, North Korea, and U.S. Influence in the Region​ India​ Iran​ Turkey/Greece​ Central and South America​ Cyber​ Macroeconomic Implications…