Episodes
Table of Contents
Introduction
Israel commences operations in Rafah
Russian forces advance on Kharkiv
Xi meets with Putin this week in China
U.S. reduces number of troops in Sahel region
Macroeconomic impacts
Conclusion
Published 05/15/24
Update on the war as the Israeli offensive into Rafah nears
Israel’s strategy and next steps in the war against Hamas
Risk of escalation with Iran and its proxy forces in the region
U.S. support of Israel and construction of the aid pier
China, Taiwan, India, Russia, and Ukraine
Macroeconomic implications
Published 04/10/24
Table of Contents
Introduction
War Between Israel and Hamas Continues
Iran-Backed Houthi Forces Increase Attacks in Red Sea
Russia | Ukraine Update
China Increases Tension with the Philippines and Taiwan
Crisis in Haiti
Macroeconomic Implications
Conclusion
Published 03/12/24
Table of contents:
Introduction
War Between Israel and Hamas Continues
Risk of Regional Conflict with Iran Grows
Russia | Ukraine Update
China Puts Pressure on Taiwan Following the Election
Venezuela and Guyana
Macroeconomic Implications
Conclusion
Published 02/15/24
Table of Contents
Introduction
Election in Taiwan Increases Tension with China
Threat from Iran Grows
War Between Israel and Hamas Continues
Russia | Ukraine Stalemate Throughout Much of This Year
Turkey, Venezuela, Ecuador, Africa
Macroeconomic Implications
Q&A and Conclusion
Published 01/19/24
Table of Contents
Introduction
Israel resumes its operations following the end of the ceasefire
Houthi rebels increase attacks in Red Sea
U.S. strikes against Iranian-backed proxy forces in Syria and Iraq
Update on China, Russia, and the war in Ukraine
Macroeconomic impacts
Conclusion
Published 12/06/23
This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice President of Geopolitical Strategy at Academy Securities
Introduction
Update on the war as the Israeli ground offensive intensifies
Israel's strategy and next steps in the war against Hamas
Risk of escalation with Iran and its proxy forces in the region
U S support of Israel...
Published 11/10/23
Table of Contents
Introduction
Overview of the situation
Other parties that could get involved (Hezbollah, Iran)
U.S. role in supporting Israel
Impact to the strategic landscape in the Middle East
Macroeconomic implications
Conclusion
Published 10/11/23
History of AI, key terms, and where we are today
How AI will transform industries and the workforce
Economic implications of AI
Impact to geopolitical relationships
Military use of AI (and considerations)
Future applications of AI
Published 07/07/23
What led up to the crisis in Russia
Wagner chief Prigozhin’s march on Moscow and why it stopped
How this crisis will have an impact on President Putin
Future of the Wagner Group
Macroeconomic implications
What this means for the war in Ukraine
Relationship between Russia and China
Published 07/05/23
Table of Contents
Introduction
Evolution of the U.S. strategic competition with China
China’s engagement with allies of the U.S.
The risk of a military confrontation over Taiwan
Areas of potential cooperation between the U.S. and China
Conclusion
Published 05/10/23
Table of Contents
Introduction
Update on Russia and Ukraine
China, Taiwan, Japan, North Korea, and U.S. Influence in the Region
India
Iran
Turkey/Greece
Central and South America
Cyber
Macroeconomic Implications
Conclusion
Published 01/26/23
• Introduction
• Crypto Industry Overview
• FTX Situation Update
• Macro-Implications in the Crypto Space
• Mainstream Adoption of Crypto/Blockchain
• ESG Applications of Crypto
• Geopolitical Aspects of Crypto
Published 12/08/22
Table of Contents
Introduction: 00:00 – 2:00
Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10
The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15
Economic Implications for Europe and the West: 29:16 – 39:00
The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15
Transition to Sustainable Energy: 42:16 – 46:45
Iranian Nuclear Program: 46:46 – 48:55
Q&A: 48:56 – 57:11
Conclusion: 57:12 - End
Published 10/13/22
Table of Contents
Introduction: 00:00 - 1:27
Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21
Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13
Market Assessment of Nuclear Risk: 14:14 – 16:29
Nuclear Threat from North Korea: 16:30 – 21:30
Iran’s Nuclear Program: 21:31 – 27:40
Future of Nuclear Power & ESG: 27:41 – 43:00
Conclusion: 43:01 - End
Published 06/17/22
Table of Contents
Introduction: 00:00 – 1:20
Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50
Cyber use in conjunction with sanctions: 7:51 – 10:42
Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15
Critical infrastructure that could be at risk: 13:16 – 15:25
Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20
Q&A: 19:21 – 24:31
Conclusion: 24:32 – End
Published 02/27/22
Table of Contents
Introduction: 00:00 – 1:23
State of Geopolitical Risk in 2022: 1:24 – 6:23
Macro Perspective: End of an Era: 6:24 – 8:08
India and Central/South America: 8:09 – 13:45
Supply Chains, Cyber, and ESG: 13:46 – 22:39
Space and Nuclear Weapons: 22:40 – 30:12
Other Areas of Concern: 30:13 – 38:28
Conclusion: 38:29 – End
Published 01/13/22
Table of Contents
Introduction: 00:00 – 1:53
Status of the Iranian Nuclear Negotiations: 1:54 – 11:32
Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50
International Coalition to Confront Iran: 20:51 – 25:39
Nuclear Power Industry: 25:40 – 33:20
Chinese/Russian Hypersonic Technology and Space: 33:21 – 45:52
Q&A and Conclusion: 45:53 – End
Published 11/24/21
The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion. Our contributors to this conversation include:
Rachel Washburn - Head of Geopolitical Intelligence
Peter Tchir - Head of Macro Strategy
Janie Mines - SVP of Inclusion & Innovation
Mike Rodriguez - Head of ESG
Table of Contents
0:00 - 1:43- Introductions
1:44 - 3:33 - Importance of Diversity
3:34 - 10:31 - Market Implications of Social Responsibility
10:32 - 17:59 - ESG...
Published 10/22/21
Table of Contents
Introduction: 00:00 - 01:04
Why this matters to us: 1:05 - 02:59
The departure of the United States and the lead up to the collapse: 3:00 - 7:45
The strategic purpose of our presence - where we started, why we stayed and what risks to watch for next: 7:46 - 11:09
What does stability for Afghanistan look like today: 11:10 - 12:59
China and Other Superpowers in the region, the global economy moving forward and how we recover: 13:00 - 19:53
How this is different other...
Published 08/18/21
ESG Best Practices – Environmental Sustainability
Table of Contents:
Introduction: 00:00 – 01:25
Views of a Vulnerable Planet from Space: 1:25 – 4:30
Global Cooperation and Competition in ESG Issues: 4:31– 7:44
ESG Best Practices: 7:45 – 15:31
Space and Tech’s role in Addressing Climate Change: 15:32 – 20:36
Crypto Currency from a Green Perspective: 20:37 – 23:15
Resources for Clients: 23:16 - end
Key Points:
Viewing the earth from space allows for the observation of the...
Published 08/07/21
Table of Contents
Introduction 00:00 - 2:35
Creation of US Space Force 2:36 - 13:30
International Players and cooperation in space 13:31 - 15:51
Private sector and commercialization of space 15:52 - 27:13
ESG element in space 27:14 - 29:20
National security and technology concerns 29:21 - 32:50
Geopolitical considerations and opportunities 32:51 - End
Published 05/21/21
Major General James "Spider" Marks, Major General Mastin Robeson, Peter Tchir, and Rachel Washburn discuss the recent increase of Russian Troops on the Border with Ukraine.
Table of Contents
Introduction (0:00-2:43)
Situation Overview (2:44-8:03)
U.S. Options (8:04-11:12)
Russia | China Relationship (11:13-15:02)
Sanctions & Crypto Currencies (15:03-20:39)
Russia's Objectives (20:40-24:20)
Escalations & Indications to watch for (24:21-End)
Published 04/20/21