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.

As the U.S. develops sanctions and waivers in regard to Iran and its nuclear pursuits, what does this mean for the markets and geopolitical environment.  We have Rachel Washburn moderating a conversation between Lieutenant General Frank Kearny, Major General James "Spider" Marks, and Peter Tchir surrounding this topic.  We also discuss midterm elections and how they may impact the global risk landscape.

With the recent killing of Washington Post journalist Jamal Khashoggi, what are the impacts this may have on U.S.- KSA relations as well as trade in the region.  How might the markets react to this event?  What may happen to the chances for the crown prince os Saudi Arabia Mohammad bin Salman's future leadership opportunities?  Major General James Spider Marks, Lieutenant General David Deptula, Peter Tchir, and Rachel Washburn from Academy Securities have a conversation covering all of these topics.

Ten Main Points for Chinese Military Modernization

0:43 - Meeting between North & South Korea

1. 5:15 - Expeditionary Doctrine

Academy Securities presents Major General James "Spider" Marks, Rachel Washburn, and Head of Macro Strategy Peter Tchir.  Spider shares his view on the current situation in Ukraine and how it plays a part in the relationship between Russia & Europe.  

Peter also shares his thoghts on SOFR bonds vs LIBOR bonds.

As we look to the remainder of 2018, what geopolitical risks and concerns should we have our eyes on?  The Academy Securities team discusses how they see the remainder of 2018 playing out.  We discuss the following:

• Chinese Military Expansion and Trade: 0:00-4:30

Also, here is a link to Peter Tchir's piece titled "Don’t Be Afraid of the Big Bad BBB Bonds"

As always you can reach us at [email protected].   

Academy Secutities Geopolitical & Macro Strategy Podcast:  We discuss the announcement recently made concerning the creation of the US Space Force.  Rached Washburn, Major General James "Spider" Marks, Peter Tchir and Andy Robinson discuss what the mission of the Space Force might be.  How will it's formation effect the other branches of the military as well as the Defense and Aerospace industry? Any questions...email [email protected] 

• The creation of a Space Force is an inevitability 

• The creation of a Space Force will focus on being budget neutral

Major General James "Spider Marks and Peter Tchir discuss Turkey and it's impact on the global economy.

Last week Secretary of State Mike Pompeo announced significant US investment and strategy for the Indo-Pacific Region.  Academy Securities's Head of Geopolitical Strategy Major General James "Spider" Marks and Head of US Rates Sales and Trading Glen Capelo provide their thoughts onn this announcement in this episode.  Geopolitical Strategy Associate Rachel Washburn moderates the discussion.

• Indo-Pacific Campaign: 00:00 - 4:23

• Secretary Pompeo’s announcement for the Indo-Pacific economic strategy:

• The market is digesting this information especially as it pertains to long-term challenges with trade:

This episode of the Academy Securities Geopolitical & Macro Strategy Podcast covers the differences between the way China and the US asserts influence around the globe.  We also discuss how energy independece effects the market regarding the trade war between the US and China.