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
The Geopolitical Impact of Low Oil Prices [not-audio_url] [/not-audio_url]

Duration: 35:42
The Geopolitical Impact of Low Oil Prices Table of Contents: 0:00 - 2:20: Introduction 2:21 - 7:56: Dealing with China in a COVID Environment 7:57 - 20:00: Impact on the Middle East and North Africa 20:01 - 25:06: Europe…
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…