Introduction Next Steps with Iran Following the 12-Day War Ceasefire Discussions in Gaza Russia | Ukraine Ceasefire Talks in Turkey Trade Deal with China and the Race for Rare Earths Macroeconomic Impacts Conclusion
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
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
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
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
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
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 Conclusion
Uncertainty in Syria in 2025 Potential for a Ceasefire in Gaza in 2025 Engagement with Iran in 2025 Likelihood of a Ceasefire Between Russia and Ukraine in 2025 Tensions Between China and Taiwan/the Philippines Continue in 2025 Macroeconomic Implications
Introduction Assad regime falls in Syria Update on the war in Gaza and the ceasefire in Lebanon U.S. engagement with Iran in 2025 Likelihood of a ceasefire between Russia and Ukraine in 2025 Tension with China over Taiwan and the Philippines continues in 2025 Macroeconomic impacts Conclusion
Introduction Update on the war in Gaza, Hezbollah, and the ceasefire negotiations Iran and Israel exchange strikes once again North Korea sends troops to Russia Tensions between China and Taiwan Macroeconomic impacts Conclusion
Update on the War in Gaza Israeli Ground Offensive in Lebanon Iran Launches Ballistic Missile Attack Against Israel Potential Options for Israeli Response
Introduction Update on the war in Gaza, Hezbollah, and the ceasefire negotiations Iran sends ballistic missiles to Russia U.S. considers lifting restrictions on Ukraine’s use of weapons in Russia China and the Philippines hold talks to reduce tensions around Sabina Shoal Macroeconomic impacts Conclusion
Update on the war in Gaza and the ceasefire negotiations Potential for Iranian/Hezbollah retaliatory attacks against Israel Ukraine’s cross-border incursion into Russia Maduro claims victory in Venezuela Macroeconomic impacts
Update on the war in Gaza Risk of escalation between Israel and Iran-backed Hezbollah Russia enhances partnerships to support its war in Ukraine Key developments from the NATO Summit Macroeconomic implications
Israeli operations continue in Rafah Iran holds elections June 28th Ukraine strikes targets in Russia with U.S. weapons U.S. and China defense chiefs meet for talks in Singapore Russia conducts naval and air exercises in Caribbean Macroeconomic impacts
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
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
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
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
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
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
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 and...
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
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
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
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
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
• 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
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...
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
