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
October 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 55:54
Introduction Status of the Ceasefire in Gaza Update on the War in Ukraine Tensions Between China and the U.S. Over Rare Earths U.S. Increases Pressure on Latin America Macroeconomic Impacts Conclusion
September 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 48:01
Introduction​ Russia’s Drone and Aircraft Incursions into NATO Countries​ Israel Expands its Operations in Gaza City​ Tensions Between China and the Philippines Continue​ U.S. Strikes on Venezuelan Drug Boats​ Telecom Th…
August 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 59:20
Introduction Russia | Ukraine Peace Discussions Israel Commences Operation to Occupy Gaza City Tensions Between China and the Philippines U.S. Deploys Naval and Marine Corps Forces to the Caribbean Macroeconomic Impacts…
July 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 57:05
Introduction​ Russia | Ukraine Peace Discussions​ Israel Commences Operation to Occupy Gaza City​ Tension Between China and the Philippines​ U.S. Deploys Naval and Marine Corps Forces to the Caribbean​ Macroeconomic Impa…
Conflict Between Israel and Iran [not-audio_url] [/not-audio_url]

Duration: 1:03:45
Introduction Israel’s Preemptive Strikes on Iran Iranian Missile Attacks on Israel U.S. Involvement in Defending Israel Escalation Scenarios Potential for a Nuclear Deal Macroeconomic Impacts Conclusion
May 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 56:17
Introduction Ceasefire Between India and Pakistan Iran Nuclear Discussions U.S. Nuclear Posture and Missile Defense Russia | Ukraine Peace Talks China | U.S. Trade Deal Macroeconomic Impacts Conclusion
Navigating Geopolitical and Macroeconomic Uncertainty [not-audio_url] [/not-audio_url]

Duration: 1:01:12
Introduction Israel Returns to War in Gaza U.S. | Iran Nuclear Talks Ceasefire Discussions Regarding War in Ukraine Tensions with China over Tariffs and Taiwan Macroeconomic Implications Conclusion
March 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 57:04
Introduction​ Status of the ceasefire discussions in Gaza​ U.S. applies pressure on Iran ​ Ukraine peace talks in Saudi Arabia​ Tensions over tariffs with China​ Gray zone concerns​ Macroeconomic impacts​ Conclusion
U.S. Opportunities and Risks in Space [not-audio_url] [/not-audio_url]

Duration: 48:59
Introduction U.S. priorities in space Artemis program and U.S. return to the moon Competition with China and Russia in space Commercial opportunities and rare earth minerals Space Force Macroeconomic impacts Conclusion
February 2025 Around the World with Academy Securities [not-audio_url] [/not-audio_url]

Duration: 1:11:44
Introduction Status of the ceasefire in Gaza Potential for U.S. engagement with Iran Update on the war between Russia and Ukraine Tensions over tariffs with China U.S. interest in Greenland Macroeconomic impacts Conclusi…