Episoder
-
Update on the war as the Israeli offensive into Rafah nearsIsrael’s strategy and next steps in the war against HamasRisk of escalation with Iran and its proxy forces in the regionU.S. support of Israel and construction of the aid pierChina, Taiwan, India, Russia, and UkraineMacroeconomic implications
-
Manglende episoder?
-
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
IntroductionIsrael resumes its operations following the end of the ceasefireHouthi rebels increase attacks in Red SeaU.S. strikes against Iranian-backed proxy forces in Syria and IraqUpdate on China, Russia, and the war in UkraineMacroeconomic impactsConclusion -
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
IntroductionUpdate on the war as the Israeli ground offensive intensifiesIsrael's strategy and next steps in the war against HamasRisk of escalation with Iran and its proxy forces in the regionU S support of Israel and recent strikes against Iranian proxy forces in SyriaMacroeconomic implications of the warConclusion -
Table of Contents
IntroductionOverview of the situationOther parties that could get involved (Hezbollah, Iran)U.S. role in supporting IsraelImpact to the strategic landscape in the Middle EastMacroeconomic implications Conclusion -
What led up to the crisis in RussiaWagner chief Prigozhin’s march on Moscow and why it stoppedHow this crisis will have an impact on President Putin Future of the Wagner GroupMacroeconomic implicationsWhat this means for the war in UkraineRelationship between Russia and China
-
Table of Contents
IntroductionUpdate on Russia and UkraineChina, Taiwan, Japan, North Korea, and U.S. Influence in the RegionIndiaIranTurkey/GreeceCentral and South AmericaCyberMacroeconomic ImplicationsConclusion -
• 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 – 2:00Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15Economic Implications for Europe and the West: 29:16 – 39:00The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15Transition to Sustainable Energy: 42:16 – 46:45Iranian Nuclear Program: 46:46 – 48:55Q&A: 48:56 – 57:11Conclusion: 57:12 - End -
Table of Contents
Introduction: 00:00 - 1:27Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13Market Assessment of Nuclear Risk: 14:14 – 16:29Nuclear Threat from North Korea: 16:30 – 21:30Iran’s Nuclear Program: 21:31 – 27:40Future of Nuclear Power & ESG: 27:41 – 43:00Conclusion: 43:01 - End -
Table of Contents
Introduction: 00:00 – 1:20Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50Cyber use in conjunction with sanctions: 7:51 – 10:42Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15Critical infrastructure that could be at risk: 13:16 – 15:25Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20Q&A: 19:21 – 24:31Conclusion: 24:32 – End -
Table of Contents
Introduction: 00:00 – 1:23State of Geopolitical Risk in 2022: 1:24 – 6:23Macro Perspective: End of an Era: 6:24 – 8:08India and Central/South America: 8:09 – 13:45Supply Chains, Cyber, and ESG: 13:46 – 22:39Space and Nuclear Weapons: 22:40 – 30:12Other Areas of Concern: 30:13 – 38:28Conclusion: 38:29 – End -
Table of Contents
Introduction: 00:00 – 1:53Status of the Iranian Nuclear Negotiations: 1:54 – 11:32Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50International Coalition to Confront Iran: 20:51 – 25:39Nuclear Power Industry: 25:40 – 33:20Chinese/Russian Hypersonic Technology and Space: 33:21 – 45:52Q&A and Conclusion: 45:53 – End -
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 IntelligencePeter Tchir - Head of Macro StrategyJanie Mines - SVP of Inclusion & InnovationMike Rodriguez - Head of ESGTable of Contents
0:00 - 1:43- Introductions1:44 - 3:33 - Importance of Diversity3:34 - 10:31 - Market Implications of Social Responsibility10:32 - 17:59 - ESG Investing & Supply Chains18:00 - 28:59 - Social Responsibility Metrics29:00 - 32:54 - Key Takeaways & Final Thoughts -
Table of Contents
Introduction: 00:00 - 01:04Why this matters to us: 1:05 - 02:59The departure of the United States and the lead up to the collapse: 3:00 - 7:45The strategic purpose of our presence - where we started, why we stayed and what risks to watch for next: 7:46 - 11:09What does stability for Afghanistan look like today: 11:10 - 12:59China and Other Superpowers in the region, the global economy moving forward and how we recover: 13:00 - 19:53How this is different other nations’ post war recoveries, and future supply chain concerns: 19:54 - 25:40Q&A:
Threats left in the region and what does a Taliban Government like going forward: 25:41 - 28:01How will this effect government spending and what does this mean for consumers, and closing thoughts: 28:02 - end - Vis mere