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
2025 Geopolitical Outlook [not-audio_url] [/not-audio_url]

Duration: 1:00:05
Uncertainty in Syria in 2025 Potential for a Ceasefire in Gaza in 2025 Engagement with Iran in 2025 Likelihood of a Ceasefire Between Russia and Ukraine in 2025 Tensions Between China and Taiwan/the Philippines Continue…
December 2024 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 49:10
Introduction Assad regime falls in Syria Update on the war in Gaza and the ceasefire in Lebanon U.S. engagement with Iran in 2025 Likelihood of a ceasefire between Russia and Ukraine in 2025 Tension with China over Taiwa…
November 2024 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 50:42
Introduction​ Update on the war in Gaza, Hezbollah, and the ceasefire negotiations​ Iran and Israel exchange strikes once again​ North Korea sends troops to Russia​ Tensions between China and Taiwan​ Macroeconomic impact…
Risk of Further Escalation in the Middle East [not-audio_url] [/not-audio_url]

Duration: 54:51
Update on the War in Gaza Israeli Ground Offensive in Lebanon Iran Launches Ballistic Missile Attack Against Israel Potential Options for Israeli Response
September 2024 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 50:14
Introduction Update on the war in Gaza, Hezbollah, and the ceasefire negotiations Iran sends ballistic missiles to Russia U.S. considers lifting restrictions on Ukraine’s use of weapons in Russia China and the Philippine…
August 2024 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 36:04
Update on the war in Gaza and the ceasefire negotiations​ Potential for Iranian/Hezbollah retaliatory attacks against Israel​ Ukraine’s cross-border incursion into Russia​ Maduro claims victory in Venezuela​ Macroeconomi…
June 2024 - Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 59:22
Israeli operations continue in Rafah​ Iran holds elections June 28th ​ Ukraine strikes targets in Russia with U.S. weapons​ U.S. and China defense chiefs meet for talks in Singapore​ Russia conducts naval and air exercis…
May 2024 - Around the World with Academy Securities​ [not-audio_url] [/not-audio_url]

Duration: 1:02:18
Table of Contents​ Introduction​ Israel commences operations in Rafah​ Russian forces advance on Kharkiv ​ Xi meets with Putin this week in China​ U.S. reduces number of troops in Sahel region​ Macroeconomic impacts​ Con…
Webinar: Update on the War Between Israel and Hamas [not-audio_url] [/not-audio_url]

Duration: 54:24
Update on the war as the Israeli offensive into Rafah nears Israel’s strategy and next steps in the war against Hamas Risk of escalation with Iran and its proxy forces in the region U.S. support of Israel and constructio…