Academy Securities: Geopolitical & Macro Strategy Podcast

Introduction U.S. Increases Economic Pressure on Iran Next Steps with Cuba Russia/Ukraine War Potential Trump Meeting with Kim Jong Un China’s Military Drills Around Taiwan Macroeconomic Impacts Conclusion

Introduction U.S. and Iran Exchange Strikes U.S. Ratchets Up Pressure on Cuba Russia/Ukraine War China Increases Patrols Around Taiwan Macroeconomic Impacts Conclusion

Introduction Talks Begin with Iran in Switzerland Pathway Forward in Cuba Russia/Ukraine War China | U.S. Economic Tensions Macroeconomic Impacts Conclusion

Introduction End of Hostilities on all Fronts, Including in Lebanon Strait of Hormuz Iranian Nuclear Program 60-Day Talks and Pathway to a Final Deal Macroeconomic Impacts Conclusion

Introduction Talks Continue with Iran U.S. Ramps up Pressure on Cuba Russia/Ukraine War China | U.S. Summit U.S. Strikes in Nigeria Macroeconomic Impacts Conclusion

Introduction U.S. 14-Point Memorandum of Understanding Strait of Hormuz Iranian Nuclear Program Israel/Lebanon Ceasefire Pathway to Talks and a Final Deal with Iran Macroeconomic Impacts Conclusion

Introduction Ceasefire in Iran Talks with Cuba Update on Russia/Ukraine War Upcoming China | U.S. Summit Macroeconomic Impacts Conclusion

Introduction​ Objectives of the War​ Israel and Hezbollah​ The Strait of Hormuz​ Iranian Nuclear Material​ Pathway to a Final Deal​ Macroeconomic Impacts​ Conclusion

Introduction War with Iran Crisis in Cuba Update on Russia/Ukraine War China | U.S. Summit Delayed Macroeconomic Impacts Conclusion

Introduction Objectives of U.S. and Israeli Strikes on Iran Iran’s Retaliatory Strikes Risk of Escalation in the Region Potential for Regime Change Macroeconomic Impacts Conclusion

U.S. and Israel Launch Strikes on Iran Extent of Retaliation by Iran Risk of Regional Escalation Potential for Regime Change Macroeconomic Implications 

Introduction Nuclear Talks and the Likelihood of a Conflict with Iran What Comes Next For Cuba? Russia/Ukraine War Update China, Taiwan, and the Philippines Macroeconomic impacts Conclusion

Introduction Protests in Iran Regime's Response to the Crisis Possible U.S. Action in Iran What Comes Next for the Regime Macroeconomic Impacts Conclusion

U.S. Captures Maduro Protests in Iran Status of the Russia/Ukraine Peace Discussions   Chinese Wargame Exercises Around Taiwan Opportunities for the U.S. in Africa Macroeconomic Implication

Introduction Will Venezuela strikes result in removing Maduro in 2026? Russia/Ukraine peace in 2026? Will the ceasefire in Gaza/Lebanon hold in 2026? China/Taiwan tensions continue in 2026? Will Russia and China expand their footprints in Africa in 2026? Macroeconomic impacts Conclusion

National Production for National Security U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity Changing Priorities to Highlight Defense of the Homeland Increased Pressure on Latin America Opportunities for Investment Macroeconomic Implications

Introduction Status of the Ceasefire in Gaza Update on the War in Ukraine Tensions Between China and the U.S. Over Rare Earths U.S. Increases Pressure on Latin America Macroeconomic Impacts Conclusion

Introduction​ Russia’s Drone and Aircraft Incursions into NATO Countries​ Israel Expands its Operations in Gaza City​ Tensions Between China and the Philippines Continue​ U.S. Strikes on Venezuelan Drug Boats​ Telecom Threat in NYC​ Macroeconomic Impacts​ Conclusion

Introduction Russia | Ukraine Peace Discussions Israel Commences Operation to Occupy Gaza City Tensions Between China and the Philippines U.S. Deploys Naval and Marine Corps Forces to the Caribbean Macroeconomic Impacts Conclusion

Introduction​ Russia | Ukraine Peace Discussions​ Israel Commences Operation to Occupy Gaza City​ Tension Between China and the Philippines​ U.S. Deploys Naval and Marine Corps Forces to the Caribbean​ 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 recent strikes against Iranian proxy forces in Syria Macroeconomic implications of the war Conclusion

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