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
Crypto, A Brave New World? [not-audio_url] [/not-audio_url]

Duration: 45:07
• Introduction • Crypto Industry Overview • FTX Situation Update • Macro-Implications in the Crypto Space • Mainstream Adoption of Crypto/Blockchain • ESG Applications of Crypto • Geopolitical Aspects of Crypto
The War in Ukraine: Seven Months After the Invasion [not-audio_url] [/not-audio_url]

Duration: 58:21
Table of Contents​ Introduction: 00:00 – 2:00​ Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10​ The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15​ Economic Implications for Europe and the We…
U.S. Cyber Concerns Following Russian Invasion of Ukraine [not-audio_url] [/not-audio_url]

Duration: 25:32
Table of Contents​ Introduction: 00:00 – 1:20​ Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50​ Cyber use in conjunction with sanctions: 7:51 – 10:42​ Can a cyber-attack trigger a NATO Article 5 respo…
Geopolitical Risks/Surprises in 2022 [not-audio_url] [/not-audio_url]

Duration: 39:08
Table of Contents​ Introduction: 00:00 – 1:23​ State of Geopolitical Risk in 2022: 1:24 – 6:23​ Macro Perspective: End of an Era: 6:24 – 8:08​ India and Central/South America: 8:09 – 13:45​ Supply Chains, Cyber, and ESG:…
Webinar: The Risk of Global Nuclear Proliferation [not-audio_url] [/not-audio_url]

Duration: 57:45
Table of Contents Introduction: 00:00 – 1:53 Status of the Iranian Nuclear Negotiations: 1:54 – 11:32 Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50 International Coalition to Confront Iran: 20:51 – 25:39 Nucle…
ESG Best Practices: Social Responsability [not-audio_url] [/not-audio_url]

Duration: 32:54
The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion. Our contributors to this conversation include: Rachel Washburn - Head of Geopolitical Intelligence Peter Tchir - Head of Ma…
Afghanistan – 20 Years of War, Now What? [not-audio_url] [/not-audio_url]

Duration: 33:22
Table of Contents Introduction: 00:00 - 01:04 Why this matters to us: 1:05 - 02:59 The departure of the United States and the lead up to the collapse: 3:00 - 7:45 The strategic purpose of our presence - where we started,…
ESG Best Practices – Environmental Sustainability [not-audio_url] [/not-audio_url]

Duration: 26:27
ESG Best Practices – Environmental Sustainability Table of Contents: Introduction: 00:00 – 01:25 Views of a Vulnerable Planet from Space: 1:25 – 4:30 Global Cooperation and Competition in ESG Issues: 4:31– 7:44 ESG Best…