Academy Securities: Geopolitical & Macro Strategy Podcast

Introduction​

Iran, Saudi Arabia, and the Houthis​

What’s Next for Cuba?​

Russia/Ukraine War​

Greenland Deal​

Trump | Xi Summit ​

Macroeconomic Impacts​

Conclusion​

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