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.

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
April Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 56:22
Introduction Ceasefire in Iran Talks with Cuba Update on Russia/Ukraine War Upcoming China | U.S. Summit Macroeconomic Impacts Conclusion
Ceasefire with Iran [not-audio_url] [/not-audio_url]

Duration: 32:04
Introduction​ Objectives of the War​ Israel and Hezbollah​ The Strait of Hormuz​ Iranian Nuclear Material​ Pathway to a Final Deal​ Macroeconomic Impacts​ Conclusion
March Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 1:02:33
Introduction War with Iran Crisis in Cuba Update on Russia/Ukraine War China | U.S. Summit Delayed Macroeconomic Impacts Conclusion
Update on the War with Iran [not-audio_url] [/not-audio_url]

Duration: 37:18
Introduction Objectives of U.S. and Israeli Strikes on Iran Iran’s Retaliatory Strikes Risk of Escalation in the Region Potential for Regime Change Macroeconomic Impacts Conclusion
War Between the U.S. | Israel and Iran [not-audio_url] [/not-audio_url]

Duration: 50:05
U.S. and Israel Launch Strikes on Iran Extent of Retaliation by Iran Risk of Regional Escalation Potential for Regime Change Macroeconomic Implications
February 2026 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 51:17
Introduction Nuclear Talks and the Likelihood of a Conflict with Iran What Comes Next For Cuba? Russia/Ukraine War Update China, Taiwan, and the Philippines Macroeconomic impacts Conclusion
Crisis in Iran [not-audio_url] [/not-audio_url]

Duration: 36:40
Introduction Protests in Iran Regime's Response to the Crisis Possible U.S. Action in Iran What Comes Next for the Regime Macroeconomic Impacts Conclusion
Path Forward in Venezuela and 2026 Geopolitical Outlook [not-audio_url] [/not-audio_url]

Duration: 1:02:08
U.S. Captures MaduroProtests in IranStatus of the Russia/Ukraine Peace Discussions Chinese Wargame Exercises Around TaiwanOpportunities for the U.S. in AfricaMacroeconomic Implication
December 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 1:17:53
Introduction Will Venezuela strikes result in removing Maduro in 2026? Russia/Ukraine peace in 2026? Will the ceasefire in Gaza/Lebanon hold in 2026? China/Taiwan tensions continue in 2026? Will Russia and China expand t…
Investing in a Pre-War World [not-audio_url] [/not-audio_url]

Duration: 57:26
National Production for National SecurityU.S. Initiatives in Rare Earths, Critical Minerals, Chips, and ElectricityChanging Priorities to Highlight Defense of the HomelandIncreased Pressure on Latin AmericaOpportunities…