Summer of Summits - Putin/Trump Summit - SECDEF visit to China - Market Update

Summer of Summits - Putin/Trump Summit - SECDEF visit to China - Market Update

Author: Academy Securities July 1, 2018 Duration: 31:17
Putin/Trump Summit: Syria Shared U.S.-Russia objectives in the conflict Assad will remain in power The U.S. will attempt to counter violent extremism while not damaging its relationship with Turkey Military Adventurism Ukraine won’t join NATO but could establish a Switzerland like posture as to not antagonize Russia Ukraine should reinforce their vital role in delivering Russian energy to Europe Tension with Baltic states  Cyber Russian meddling in democratic institutions will be addressed    Sec. Mattis' visit to China: Perfectly timed on the heels of the North Korea summit China’s military is growing and becoming an expeditionary force Opportunity to cooperate in the South China Sea   Market Update: Markets remain volatile  Remain cautious on markets but optimistic for future growth Migration legislation has impacted markets and Europe has made progress addressing this issue Any questions or to interact with our Geopolitical & Macro Strategy team members please email us at info@academysecurities.com

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…