Academy Securities: Geopolitical & Macro Strategy Podcast

The Real Geopolitics of Top Gun

U.S. Cyber Concerns Following Russian Invasion of Ukraine

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

Geopolitical Risks/Surprises in 2022

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

Webinar: The Risk of Global Nuclear Proliferation

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

ESG Best Practices: Social Responsability

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 Investing & Supply ...

Afghanistan – 20 Years of War, Now What?

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 nations’ pos...

ESG Best Practices – Environmental Sustainability

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 profound man-made change...

21st Century Space Race

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

Russian Troop Increase on the Ukrainian Border

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)...

Threat of Domestic Terrorism

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 Listen on iTunes Listen on Google Play Listen on Academy’s Website 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 media not...

Geostrategic Surprises of 2021

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

Transition and the First 100 Days

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 Listen on iTunes Listen on Google Play Listen on Academy’s Website Key Points: Transition te...

Post-Election Impact on the Markets & Foreign Policy

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.

Cyber Security Awareness Podcast

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, quant...

Geostrategic Threats and Opportunities as the U.S. Election Looms

Zoom Roundtable - Treating China as a Strategic Competitor

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.

Rising Tensions in the South China Sea

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 the S...

The Geopolitical Impact of Low Oil Prices

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 effects through the...

COVID-19

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 “w...

Actions in Iran

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 conventional Iranian mili...

A Strategic Partnership with Turkey

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 – 5:19 Turkey’s cultural shift and relationships: 5:20 – 22:39 Next steps: 22:40 – End Lieutenant General (Ret.) Robert S. Walsh is an Academy Securities' Advisory Bo...

Unrest in Hong Kong

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 Listen on iTunes Here Listen on Google Play 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 independent. If the U.S....

UK Royal Navy intervenes in protection of UK merchant vessels from the Iranian IRGC Navy

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 Deptula ...

Trump & Kim DMZ Walk, G20, Iran, & Turkey

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.

Trade War - The Long War

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 developing th...

POTUS Denies Waivers for Iranian Oil Sanctions

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?

2019 Second Quarter Outlook

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

Hanoi Summit 2019 Between North Korea & The United States

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.

Rising Tension between India & Pakistan

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 Pakistani ...

Political Crisis in Venezuela

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.