Investing in a Pre-War World

Investing in a Pre-War World

Author: Academy Securities November 21, 2025 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 for InvestmentMacroeconomic Implications

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
COVID-19 [not-audio_url] [/not-audio_url]

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 spre…
Actions in Iran [not-audio_url] [/not-audio_url]

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 inf…
A Strategic Partnership with Turkey [not-audio_url] [/not-audio_url]

Duration: 24:27
Rachel Washburn and Lieutenant General Robert Walsh discuss the partnership between the United States and Turkey. Recent escalations between Turkey and the Kurds in northern Syria has many Americans questioning the motiv…
Unrest in Hong Kong [not-audio_url] [/not-audio_url]

Duration: 19:09
Academy Securities Geopolitical SITREP Geopolitical Flashpoints: The Macroeconomic Impact of the Geostrategic Landscape Table of Contents: Hong Kong Protest Background: 00:00 - 4:33 Mainland China’s Response: 4:34 - 11:2…
Trump & Kim DMZ Walk, G20, Iran, & Turkey [not-audio_url] [/not-audio_url]

Duration: 23:24
Academy Securities discusses the recent meeting between President Trump's & Kim Jong Un's meeting and walk through the demilitarized zone. We also talk about the results (or lack there of) after the G20 summit in Japan.…
Trade War - The Long War [not-audio_url] [/not-audio_url]

Duration: 26:17
We continue the conversation regarding the Trade War with China. We cover Academy's previous coverage of this subject as well as long term forecasting. Academy Securities has stayed ahead of some of the recent geopolitic…
POTUS Denies Waivers for Iranian Oil Sanctions [not-audio_url] [/not-audio_url]

Duration: 24:01
Brigadier General Tata, Peter Tchir, Rachel Washburn, and Chance Mims all discuss the Trump Administration's decision to deny waivers to countries that want to buy Iranian Oil against standing sanctions. What threats are…
2019 Second Quarter Outlook [not-audio_url] [/not-audio_url]

Duration: 32:41
We discuss Geopolitical & Macro Strategy concerns with brigadier General Tony Tata, Major General James Spider Marks, Peter Tchir, and Rachel Washburn. Topics China & Trade Taiwan, US, and China Relations India's Positio…
Hanoi Summit 2019 Between North Korea & The United States [not-audio_url] [/not-audio_url]

Duration: 8:01
United States President Trump and North Korean Chairman Kim meet in February 2019 to discuss nuclear capabilities of North Korea and economic sanctions that have been in place for years. Major General James "Spider" Mark…