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
Rising Tension between India & Pakistan [not-audio_url] [/not-audio_url]

Duration: 14:56
Today our conversation focuses on India & Pakistan. On February 14th a terrorist attack killed 40 Indian soldiers in Indian controlled Kashmir. India claimed this week that it launched airstrikes into Pakistani territory…
Political Crisis in Venezuela [not-audio_url] [/not-audio_url]

Duration: 24:08
As the political crisis continues to take place in Venezuela the international community chooses to back Nicolás Maduro or Juan Guaidó. We discuss with our Geopolitical & Macro Strategy experts what may happen next and h…
2018 Review & 2019 Outlook [not-audio_url] [/not-audio_url]

Duration: 27:23
For our final episode of 2018 we review the major geopolitical events and developments of this year and discuss whats on the horizon for 2019. Main topics include: China & Trade War Russia global influence Ukraine Turkey…
Russian Provocation in the Sea of Azov [not-audio_url] [/not-audio_url]

Duration: 36:26
Over the weekend tensions escalated between Russia and the Ukraine as 3 Ukrainian naval vessels and crew were captured by Russian forces. Our panel of Geopolitical an Macro Strategy experts provide commentary on possible…
Sanctions & Waivers on Iran - Midterm Election Results [not-audio_url] [/not-audio_url]

Duration: 31:24
As the U.S. develops sanctions and waivers in regard to Iran and its nuclear pursuits, what does this mean for the markets and geopolitical environment. We have Rachel Washburn moderating a conversation between Lieutenan…
Aftermath of Journalist Murder and the KSA [not-audio_url] [/not-audio_url]

Duration: 22:05
With the recent killing of Washington Post journalist Jamal Khashoggi, what are the impacts this may have on U.S.- KSA relations as well as trade in the region. How might the markets react to this event? What may happen…
Ten Main Points for Chinese Military Modernization [not-audio_url] [/not-audio_url]

Duration: 16:10
Ten Main Points for Chinese Military Modernization 0:43 - Meeting between North & South Korea2:00 - China's role in the North Korea3:28 - 10 Main Points in Chinese Military Modernization 5:15 - Expeditionary Doctrine 6:1…
Ukraine / Macroeconomic perspective on SOFR Bonds [not-audio_url] [/not-audio_url]

Duration: 18:39
Academy Securities presents Major General James "Spider" Marks, Rachel Washburn, and Head of Macro Strategy Peter Tchir. Spider shares his view on the current situation in Ukraine and how it plays a part in the relations…
2018 Geopolitical & Macroeconomic Horizon [not-audio_url] [/not-audio_url]

Duration: 43:52
As we look to the remainder of 2018, what geopolitical risks and concerns should we have our eyes on? The Academy Securities team discusses how they see the remainder of 2018 playing out. We discuss the following: Chines…