Episodes
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
Threat of Domestic Terrorism
Table of Contents:
• Introduction: 00:00 – 00:54
• External vs. internal threats: 00:55 – 19:54
• Counterterrorism in an era of strategic competition: 19:55 – 25:22
• Vulnerabilities: 25:23 - end
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Key Points:
· Domestic threats pose a distinct risk which requires a different set of protections.
· Cyber and domestic threats are much more complicated and require a lot of local support.
· Social...
Published 02/12/21
This podcast is a recording from a webinar entitled "Geostrategic Surprises of 2021". This event was held on January 19th, 2021.Talking Points
China and the future of Taiwan
North Korea's options
U.S. - India relationship
Iran back on the offensive
Turkey & NATO
Cyber threats
Published 01/25/21
Academy Securities Geopolitical Podcast
Geopolitical Flashpoints: The Macroeconomic Impact of the Geostrategic Landscape
Transition and the First 100 Days
Table of Contents:
Introduction: 00:00 – 00:52
Transition and Adversary Risk: 00:53 – 11:00
Elements of Power and Multilateral Relationships: 11:01 – 24:23
Technology, Manufacturing, and Competition with China: 24:24 – 33:51
First 100 Days: 33:52 – End
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Published 12/11/20
Academy Securities hosted a Zoom webinar on November 5th, 2020. At the time of this webinar the results of the presidential election between President Donald Trump and former Vice President Joe Biden. Major General James "Spider" Marks, Rachel Washburn, and Peter Tchir discuss the impact of this on the markets and global risk landscape.
Published 11/10/20
Key Points:
Data protection, network security, and Cyber Security Awareness Month
Progress made by U.S. corporations/municipalities to better prepare and defend themselves against cyber-attacks
Election security and disinformation campaigns designed to undermine the confidence in our electoral system
By volume, China conducts the most disinformation attacks
Nation states including China, Russia, Iran, and North Korea and the great power competition
Rising China: cyber, AI/machine learning,...
Published 10/21/20
We hosted a Zoom video Roundtable discussing treating China as a strategic competitor. Participants in this event included Lieutenant General Bob Walsh, Major General James "Spider" Marks, Peter Tchir and Rachel Washburn.
Published 08/16/20
Rising Tensions in the South China Sea
Table of Contents:
Introduction: 0:00 - 1:17
What is happening in the South China Sea: 1:18 - 9:45
How the tensions may impact trade: 9:45 - 17:07
Impact of Hong Kong’s new national security law: 17:08 - 22:41
Risk of miscalculation or accident: 22:42 - 26:40
Race for new technology: 26:41 - End
Key Points:
The U.S. recently announced that it rejects China’s territorial claims in the South China Sea (SCS)
The “great power competition” we are seeing in...
Published 07/17/20
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: European Union and Russia
25:07 - 28:25: Venezuela
28:26 - End: Final Thoughts and Hong Kong Update
Key Points:
With oil prices likely to remain low for an extended period of time, our Geopolitical Intelligence Group weighs in on the global implications.
We view the...
Published 05/23/20
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 spread so our healthcare system can catch up (i.e. not be overwhelmed).
The recommendation to stay home/limit activity will have an immediate impact on the economy.
The Federal government needs to be more aggressive and take action to protect its citizens and make them financially...
Published 03/17/20
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 influence in the region - especially in Iraq
Deter further Iranian aggression
Iran hopes that the death of Soleimani would galvanize its population
Iran’s strategic information capabilities are significant
The IRGC are more ideologically entrenched than the...
Published 01/10/20
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 motives and thoughts behind the US reaction to the conflict.
Table of Contents:U.S.-Turkey partnership history: 00:00 – 5:19Turkey’s cultural shift and relationships: 5:20 – 22:39Next steps: 22:40 – End
Lieutenant General (Ret.) Robert S. Walsh is an Academy Securities' Advisory...
Published 10/15/19
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 - 11:28
The View from Taiwan: 11:29 - 15:43
North Korea and China: 15:44 - 19:09
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Key Points:
For the last several years, the market has failed to fully recognize that Hong Kong is a part of China - it isn’t completely...
Published 08/15/19
As events continue to develop in the Straights of Hormuz and Gulf of Oman, tensions rise between Iran, the US, and other super powers active in these very valuable and necessary shipping lanes. This week the UK Royal Navy had to place ships between a UK flagged merchant ship from BP and Iranian IRGC vessels.
We immediately got on the phone to discuss this further with our Geopolitical & macro Strategy team members. We had Lieutenant General Frank Kearney and Lieutenant General David...
Published 07/12/19
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. The second half of the conversation focuses on the effect sanctions are having on Iran and recent election results in Turkey.
Published 07/07/19
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 geopolitical, macro, and credit market trends that are driving price action lately. For example, here are some instances where Peter has been on the leading edge of market dynamics, and has been called on frequently by the financial press, including Bloomberg TV, to share his...
Published 06/02/19
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 associated with this decision?
Published 04/24/19
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 Position Among Other Leading Nations
Elections in Indonesia
Russian Interference in Ukraine's Elections
Volatility in Turkey
Unrest in Venezuela
Published 04/04/19
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" Marks, Lieutenant General Bob Walsh, and Rachel Washburn of Academy Securities discuss the outcome of this recent summit.
Published 03/04/19
Today our conversation focuses on India & Pakistan. On February 14th a terrorist attack killed 40 Indian soldiers in Indian controlled Kashmir. India claimed this week that it launched airstrikes into Pakistani territory against the terrorist groups responsible for the February 14th attack.This Wednesday a confrontation occurred between Pakistani and Indian fighter jets which resulted in Indian aircraft being shot down and a plot captured by Pakistani forces. As this was recorded...
Published 03/01/19
As the political crisis continues to take place in Venezuela the international community chooses to back Nicolás Maduro or Juan Guaidó. We discuss with our Geopolitical & Macro Strategy experts what may happen next and how markets may be impacted.
Published 02/11/19
For our final episode of 2018 we review the major geopolitical events and developments of this year and discuss whats on the horizon for 2019. Main topics include:
China & Trade War
Russia global influence
Ukraine
Turkey & Nato
Kingdom of Saudi Arabia
Cyber Threat
U.S. role in Afghanistan
Published 12/17/18
Over the weekend tensions escalated between Russia and the Ukraine as 3 Ukrainian naval vessels and crew were captured by Russian forces. Our panel of Geopolitical an Macro Strategy experts provide commentary on possible outcomes, market impact, and probable US actions.
Published 11/27/18