Shows
OpenYield Markets PodcastEpisode 10: The Czar of Macro Credit Strategy | Peter Tchir, Head of Macro Strategy at Academy SecuritiesIn this episode of The OpenYield Markets Podcast, host Mark Hebert sits down with the czar of macro credit strategy Peter Tchir, Head of Macro Strategy at Academy Securities, a 30-year Wall Street veteran known for connecting Fed policy, market structure, and geopolitics to actionable trading strategies.Peter breaks down what’s next for the Fed as Powell enters his final meetings, why he trusts jobs data more than headline GDP, and why alternative inflation indicators like Truflation suggest the Fed may be ti...
2026-02-0330 min
TheStreet — Stocks and MarketsPeter Tchir on Geopolitics, Power Prices and ProSecGiven all that is happening on the geopolitical front, we can’t think of a better person to talk with on our first Stocks & Markets podcast of 2026 than Peter Tchir, Head of Macro Strategy at Academy Securities and contributor at TheStreet Pro.
2026-01-0829 min
UnchainedHow Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + BipsThank you to our sponsor, Uniswap!
In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro.
The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order.
The group also debates whether crypto’s 24/7 markets are revealing a str...
2026-01-071h 00UnchainedHow Maduro's Capture and a 'Pre-War World' Affects Bitcoin: Bits + BipsThank you to our sponsor, Uniswap!
In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro.
The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order.
The group also debates whether crypto’s 24/7 markets are revealing a str...
2026-01-071h 00
Bloomberg SurveillanceSanta Rally Optimism Grows as Stocks Hold Near Record HighWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 24th, 2025Featuring:1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets.4) Lisa Mateo joins with the latest headlines in newspapers across t...
2025-12-2429 minBloomberg SurveillanceBloomberg Surveillance TV: December 12th, 2025 Peter Tchir, Head of Macro Strategy at Academy Securities Yelena Shulyatyeva, Senior US Economist at The Conference Board Jason Bazinet, Global Head of Media and Entertainment at Citi Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to d...
2025-12-1227 minBloomberg SurveillanceBloomberg Surveillance TV: November 25th, 2025Featuring: Peter Tchir, Head of Macro Strategy, Academy Securities Ed Al-Hussainy, Columbia Threadneedle Portfolio Manager:Fixed Income Kelly Ann Shaw, Akin Gump Strauss Hauer Mng Dir/Head:Global Multi-Asset Strategy See omnystudio.com/listener for privacy information.
2025-11-2528 min
BTCto1M握到一百萬美元亞馬遜、Google 豪擲千億美元！AI 巨頭與幣圈的「鐵索連江」？今日幣圈10件重點:
1. 科技巨頭砸重金：Amazon 宣布投入 500 億美元於 AI 基礎設施，Google AI 資本支出飆升至 900 億美元，顯示 AI 與加密貨幣緊密關聯性。
2. 「鐵索連江」警示：策略師 Peter Tchir 指出，加密貨幣、AI 基礎設施與美股被動投資基金高度連動，Bitcoin 表現成市場風險偏好關鍵指標。
3. Cardano 遭遇 AI 亂象：老牌公鏈 Cardano 因一筆 AI 生成的異常交易所觸發網路分叉，緊急升級後恢復正常，凸顯 AI 影響區塊鏈底層運作。
4. 高性能公鏈 Monad 主網上線，目標 10,000 TPS，生態系準備就緒，但原生代幣 $MON 上市後表現疲軟，受賣壓與流動性測試影響。
5. 跨鏈協議 Port3 Network 遭駭，十億枚 $PORT3 代幣遭非法增發，團隊迅速移除流動性並計畫進行代幣遷移與銷毀，以抵銷增發數量。
6. 監管里程碑：灰度 Grayscale 的狗狗幣信託 $GDOG 與瑞波幣信託 $GXRP 在 NYSE Arca 上市，富蘭克林坦伯頓亦推出 XRP 現貨 ETF，象徵加密資產加速融入傳統金融。
7. SEC 發出「無異議函」給 DePIN 項目 Fuse Crypto，表明其代幣具備實用性而非證券，為功能型代幣設計提供指標性參考。
8. 傳統銀行與加密貨幣緊張關係：比特幣支付公司 Strike 執行長 Jack Mallers 的個人帳戶遭摩根大通無預警關閉，引發社群對 Debanking 的擔憂。
9. 上市礦企 BitMine Immersion 持有的以太幣 (ETH) 攀升至 363 萬枚，佔總供應量 3%，成為全球最大公開交易 ETH 財庫。
10. 中國加密貨幣挖礦產業悄悄復甦，算力佔全球 15%-20%，重回全球第三大挖礦地區，展現比特幣網絡的韌性。
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2025-11-2511 min
Thoughtful Money with Adam TaggartThe USA Is Now A 'Pre-War' Economy | Peter TchirWall Street's fears of Trump's tariffs and trade wars are greatly diminished these days -- at least by the stock market which has been flirting with new highs of late.Now that we're nearing the end of the year and a resurgence in inflation hasn't materialized, and new trade deals have been or are being finalized with many of America's largest trading partners -- including China, too, now it seems -- an important question is emerging:Will the economy start experiencing tailwinds soon from the Administration's policies?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head...
2025-11-041h 01Bloomberg SurveillanceBig Tech Earnings Boosts AI SentimentWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousFriday, October 30th, 20251) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, give his take on the week's megacap tech earnings. 3) Peter Tchir, Head of Macro Strategy at Academy Securities, talks market rotation as focus now shifts from the Fed to big tech earnings and US-China trade policy. 4) Lisa...
2025-10-3123 min
Wealthion - Be Financially ResilientPeter Tchir: America’s ‘Pre-War World’ and Its Investing Playbook💡Navigating your investments in a ‘Pre-War World’? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4or33jv
Are we sliding from a post-war era into a pre-war world, and what does that mean for your money and investments? In this timely and thought provoking conversation, Peter Tchir, Head of Macro Strategy at Academy Securities, joins CoinFund’s President Christopher Perkins to explain why U.S. policy is shifting to a pre-war state of “peace through strength” and “production for security”, and how that could fuel the next investing cycle acr...
2025-10-1553 minBloomberg SurveillanceBloomberg Surveillance TV: September 24th, 2025 Rick Wurster, President and CEO at Charles Schwab Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management Peter Tchir, Head of Macro Strategy at Academy Securities Nathan Sheets, Chief Global Economist at CitiRick Wurster, President and CEO at Charles Schwab, shares his thoughts on bank strategy, outlook, and the broader economic environment. Barbara Reinhard, CIO of Multi Asset Strategies and Solutions at Voya Investment Management, discusses equities and asset allocation. Peter Tchir, Head of Macro Strategy at Academy Securities, folds national security headlines into investing strategies. Nathan Sheets, Chief Global Economist at Citi...
2025-09-2433 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Peter Tchir & Jennifer LeeTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Tchir & Jennifer Lee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-08-1503 minBloomberg SurveillanceTrump-Putin and Inflation DataWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025Featuring:1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% after a flat session Thursday, following back-to-back record closes earlier in the week, after a surprising PPI report that showed higher services costs in the US as tariffs take effect.2) Peter Tchir, Head: Macro Strategy at Academy Securities, talks about how...
2025-08-1524 min
The Wolf Of All StreetsWill Bitcoin Drop Below $100K?►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/
Bitcoin Crash Coming? Traders are piling into bearish bets, crypto ETFs are bleeding, and even leveraged short funds are breaking out. Join us live at 9am EST with Peter Tchir and Chris Inks as we unpack the warning signs flashing across crypto and macro markets.
Chris Inks: https://x.com/TXWestCapital
Peter Tchir: https://x.com/TFMkts
►► JOIN THE WOLF PACK - FREE Telegram group where I share daily updates on everything I'm watching and chat dir...
2025-08-0631 minBloomberg SurveillanceMarkets Look Ahead to Fed Decision and JobsWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 29th, 2025Featuring:1) Nisha Patel, Portfolio Manager at Parametric on the big week with the Fed, earnings, and economic data. No one expects the Fed to cut rates, but any shift in guidance or comments from Powell will be key takeaways.2) Neil Dutta, Head of Economics Renaissance Macro Research, on how Trump won on his terms and the Europeans lost on theirs. Perhaps now that this deal is done (Europe has a slightly higher tariff...
2025-07-2931 minThoughtful Money with Adam Taggart'It's Going To Get Worse' For Both The Economy & Stocks | Peter TchirEarlier this year the markets sold off rather violently on fears that President Trump's new tariffs would send global trade into a tailspin.Fast forward three months and stocks are back to all-time highs, even as it's becoming clearer that these tariffs, in some shape or form, are here to stay.Are tariffs not the grave mistake Wall Street originally thought they were?Or have investors simply decided to stop caring about them?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.WORRIED ABOUT THE...
2025-07-2759 minBloomberg SurveillanceBloomberg Surveillance TV: July 14th, 2025- Michael Darda, Chief Economist at Roth Capital Partners- Peter Tchir. Head: Macro Strategy at Academy Securities- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Vito Sperduto, Head: US Capital Markets at RBC Capital MarketsMichael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating geopolitical risk as well as President Trump's tariff approach. Kelly Ann Shaw, Partner...
2025-07-1432 min
The Wolf Of All StreetsCan Bitcoin Hold $100K Amid Global Chaos? | Macro MondayWar is escalating, markets are shaking, and Bitcoin is back above $100K — but can it hold? On this week’s Macro Monday, I’m joined by Dave Weisberger, Mike McGlone, and Peter Tchir to break down the U.S. strikes on Iran, rising oil and inflation risks, and what it all means for global markets. We’ll also dive into the crypto market’s massive $1.2B inflows and whether Bitcoin can stay strong amid rising geopolitical chaos.
Dave Weisberger: https://x.com/daveweisberger1
Mike McGlone: https://x.com/mikemcglone11
Peter Tchir: htt...
2025-06-231h 00
The Wolf Of All StreetsBitcoin Buying Frenzy - Is The Dollar Doomed? | Macro MondayJoin Crypto Is Macro now: https://www.cryptoismacro.com/
Tensions in the Middle East are rising, but markets are shrugging it off – and crypto is booming. Host Noelle Acheson is joined by Mike McGlone, Dave Weisberger, and special guest Peter Tchir to break down what this means for Bitcoin, the Fed, and global stability. Will the Fed go more dovish? Is crypto now seen as a safe haven? We’ve got expert insights and bold predictions on today’s Macro Monday.
Noelle Acheson: https://x.com/noelleinmadrid
Dave Weisberger: https://x.com...
2025-06-1657 min
UnchainedBits + Bips: Are the U.S. and China About to Reshape the Global Economy?After the U.S. and China announced a 90-day pause on tariffs, signaling a massive de-escalation of the trade wars, markets rallied.
In this week’s Bits + Bips, the panel covers the biggest macro and crypto forces in motion right now:
Will US-China tariff reset reshape the global economy, or just kick the can down the road?
America’s ballooning deficit and why politicians are spending like it’s wartime.
Why some think ETH has a unique lane to outperform.
How policymakers ignore the power of the crypto community at thei...
2025-05-141h 12UnchainedBits + Bips: Are the U.S. and China About to Reshape the Global Economy?After the U.S. and China announced a 90-day pause on tariffs, signaling a massive de-escalation of the trade wars, markets rallied.
In this week’s Bits + Bips, the panel covers the biggest macro and crypto forces in motion right now:
Will US-China tariff reset reshape the global economy, or just kick the can down the road?
America’s ballooning deficit and why politicians are spending like it’s wartime.
Why some think ETH has a unique lane to outperform.
How policymakers ignore the power of the crypto community at thei...
2025-05-141h 12The Wolf Of All StreetsBitcoin Nears $100K! Is An Explosive Surge Coming Next?►► Sponsored by Aptos, check it out here: https://aptosfoundation.org/
Bitcoin is inching closer to the $100K mark as progress in the U.S.-China trade deal boosts market optimism, and the Fed is expected to keep rates steady. I'm joined by Peter Tchir, Head of Macro Strategy at Academy Securities, to break down what this means for Bitcoin and what could be coming next.
Peter Tchir: https://x.com/TFMkts
Chris Inks will join us in the second part to share some interesting trad...
2025-05-0751 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Jim Caron & Peter TchirTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-04-3005 minBloomberg SurveillanceBloomberg Surveillance TV: April 14, 2025- Peter Tchir, Head: Macro Strategy at Academy Securities- Nela Richardson, Chief Economist at ADP- Henrietta Treyz, co-founder and Managing Partner at Veda Partners- David Ellison, Portfolio Manager at Hennessy Funds Peter Tchir, Head: Macro Strategy at Academy Securities and ADP's Nela Richardson discuss the outlook for equities and potential for further market volatility amid uncertain tariff policy from the Trump administration. Henrietta Treyz, co-founder and Managing Partner at Veda Partners, discusses President Trump's tariffs and the GOP tax plan. David Ellison, Portfolio Manager at Hennessy Funds, reacts to Goldman Sachs...
2025-04-1431 minThe Wolf Of All StreetsBitcoin To Hit $250,000 This Year, Even With Tariff InsanityCharles Hoskinson predicts Bitcoin will surge to $250K by year-end—even amid Trump's escalating tariff war! I'm joined by Peter Tchir, Head of Macro Strategy at Academy Securities, to break down exactly how these tariffs could shake up global markets, impact crypto prices, and what you need to know right now.Plus, don't miss Dan from The Chart Guys, who'll be dropping essential market insights and actionable trade ideas in the second half of the show.Peter Tchir: https://x.com/tfmktsThe Chart Guys: https://www.yo...
2025-04-1034 minBloomberg SurveillanceMarkets Await Tariff Announcement on Liberation DayWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 2nd, 2025Featuring:1) Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his recent NYT opinion piece on why he believes tariffs are such a terrible idea. The tariffs, which will be announced today, are expected to take immediate effect, with countries able to negotiate to bring rates down.2) Henrietta Treyz, co-founder at Veda Partners, discusses the Wisconsin Senate race, Republicans holding seats in Florida, and how a potential GOP tax...
2025-04-0236 minBloomberg SurveillanceBloomberg Surveillance TV: March 18, 2025- Peter Tchir, Head of Macro Strategy at Academy Securities- Ed Mills, Washington Policy Analyst at Raymond James- Pierre Ferragu, Head: Global Technology at New Street Research- Stephanie Roth, Chief Economist at Wolfe ResearchPeter Tchir with Academy Securities talks about whether the market will stabilize amidst a growing global trade war. Ed Mills of Raymond James talks about the geopolitical and economic policies of a second Trump administration, how Republicans and Democrats in Congress are responding, and other Washington-related headlines. New Street Research's Pierre Ferragu discusses the outlook for Big...
2025-03-1830 min
Bloomberg IntelligenceUS PCE Data, Zelenskiy MeetingWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
2025-02-2820 minBloomberg SurveillanceBloomberg Surveillance TV: February 14, 2025- Jim Bianco, President at Bianco Research- Jeannette Lowe, Director of Policy Research at Strategas Securities- Lindsey Piegza, Chief Economist at Stifel- Peter Tchir, Head of Macro Strategy at Academy Securities Jim Bianco of Bianco Research discusses the recent hot inflation readings and whether it could lead to a Fed rate hike. Strategas' Jeannette Lowe weighs in on President Trump's proposed reciprocal tariffs and how they could ripple through markets. Peter Tchir, Head of Macro Strategy at Academy Securities, offers his market and economic outlook amid tariff and inflation uncertainty. Lindsey...
2025-02-1423 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Michael Darda & Peter TchirTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-01-1505 minBloomberg SurveillanceBloomberg Surveillance TV: December 26, 2024-Peter Tchir, Head of Macro Strategy, Academy Securities-Wendy Schiller, Taubman Center For American Politics and Policy Director At Brown University-Jay Pelosky, Chief Investment Officer/Co-Founder, TPW Investment ManagementPeter Tchir of Academy Securities says he thinks January will bring, "a lot of volatility." Wendy Schiller of Brown University warns the incoming Trump administration, "Even with the Republican trifecta you will not always get the victories quickly." Jay Pelosky of TPW Investment Management is, "looking at opportunities outside the US."See omnystudio.com/listener for privacy information.
2024-12-2627 minBloomberg IntelligenceSupreme Court to Hear TikTok ChallengeWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Honda and Nissan exploring a merger with Foxconn. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and Alix Steel...
2024-12-1824 minBloomberg SurveillanceBloomberg Surveillance TV: December 12, 2024- Frank Aquila, Sullivan & Cromwell- Peter Tchir, Academy Securities Head of Macro Strategy- Samuel Zief, JP Morgan Private Bank Global Macro Strategist & Head of Global FX Strategy Frank Aquila of Sullivan & Cromwell is expecting a lot of inbound M&A from Europe and Asia. Peter Tchir of Academy Securities says the U.S. must prepare for China to increasingly share their brands globally, and its chips and A.I. focus are a big concern. Samuel Zief of JP Morgan believes European outlook is tilted to the downside. See omnystudio.com/listener f...
2024-12-1222 minBloomberg IntelligenceTrump Tariff Threat, Retail EarningsWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Du...
2024-11-2635 minBloomberg IntelligenceStocks Rise as Dip Buyers EmergeWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Laura Davison, Bloomberg Politics Editor, talks about Kamala Harris tapping Minnesota Governor Tim Walz as her running mate. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discuses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a DOJ antitrust suit.Hosts: Paul Sweeney and Alix Steel...
2024-08-0637 min
Wealthion - Be Financially ResilientInflation's Next Move, Recession Fears and Crypto Chaos | Weekly Market RecapJoin host James Connor as he reflects on the interviews that took place this week in a Weekly Market Recap! James will callback to his favorite moments that took place throughout our interviews this week to share his favorite economic insights from this week’s guests!
This episode unpacks the complexities of investing in uncertain times, offering insights into protecting and growing your wealth amidst economic turmoil. Refer to his favorite moments from each guest in the time stamps below! Don't miss out on this essential financial wisdom. Be sure to check out the fu...
2024-04-2052 min
Wealthion - Be Financially ResilientIsrael-Iran Tensions Surge: Global Markets at RiskJoin us in this episode of Wealthion as James Connor sits down with Peter Tchir, head of macro strategy at Academy Securities, to discuss the recent geopolitical tensions in the Middle East and their potential ripple effects on global markets. Discover how these events could impact your investments and strategies to safeguard your wealth amidst rising uncertainties. Dive into a detailed analysis of potential economic outcomes, market predictions, and expert insights on navigating these turbulent times. Don't miss out on this crucial financial forecast!
Timestamps:
00:00 - Introduction
01:08 - Academy Securities...
2024-04-1626 min
Academy Securities: Geopolitical & Macro Strategy PodcastUpdates on the War Between Israel and HamasThis 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
2023-11-1056 minAcademy Securities: Geopolitical & Macro Strategy PodcastUpdates on the War Between Israel and HamasThis 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
2023-11-1056 min
Forward GuidanceThe Economy Is Slowing Much Faster Than The Fed Thinks | Peter TchirIn the November FOMC meeting, Fed Chair Jay Powell stated that while the pace of economic growth is slowing, indicators point to modest growth in spending and production this quarter.Peter Tchir, head of macro strategy at Academy Securities, joins Forward Guidance to argue that the economy is slowing much, much faster than the Federal Reserve’s models indicate. Tchir tells Jack Farley how brewing geopolitical tension between China and the U.S. will likely continue to weigh upon financial markets, and he shares his insights on energy markets in...
2022-11-071h 02Academy Securities: Geopolitical & Macro Strategy PodcastESG Best Practices: Social ResponsabilityThe 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 Chains
18:00 - 28:59 - Social Responsibility Metrics
29:00 - 32:54 - Key Takeaways & Final Thoughts
2021-10-2232 minAcademy Securities: Geopolitical & Macro Strategy PodcastESG Best Practices: Social ResponsabilityThe 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 Chains
18:00 - 28:59 - Social Responsibility Metrics
29:00 - 32:54 - Key Takeaways & Final Thoughts
2021-10-2232 min
PreMarket PrepWhy Is Nordstrom Trading Down After Earnings $JWN; Are $AMC and $GME back? August 25, 2021Subscribe to all Benzinga Podcasts at https://www.benzinga.com/podcastsEpisode Summary:- EtherRocks- Dick's Sporting Goods amazing earnings report DKS- Why Nordstrom is trading down after earnings JWNGuests:Craig Johnson, Managing Director Technical Market Strategist at Piper Sandler 34:00Peter Tchir, Head of Macro Strategy Academy Securities 60:00MEET THE HOSTS:Dennis DickTwitter: https://twitter.com/TripleDTraderJoel ElconinTwitter: https://twitter.com/Spushttps://www...
2021-08-251h 09Academy Securities: Geopolitical & Macro Strategy PodcastESG Best Practices – Environmental SustainabilityESG 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 changes to this planet
RSG initiatives require cooperation and verification
When evaluation ESG metrics organizations should focus on what is critical to them, what they can control, then build for impact
ESG will be inflationary
...
2021-08-0726 minAcademy Securities: Geopolitical & Macro Strategy PodcastESG Best Practices – Environmental SustainabilityESG 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 changes to this planet
RSG initiatives require cooperation and verification
When evaluation ESG metrics organizations should focus on what is critical to them, what they can control, then build for impact
ESG will be inflationary
...
2021-08-0726 minAcademy Securities: Geopolitical & Macro Strategy PodcastRussian Troop Increase on the Ukrainian BorderMajor 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)
2021-04-2028 minAcademy Securities: Geopolitical & Macro Strategy PodcastRussian Troop Increase on the Ukrainian BorderMajor 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)
2021-04-2028 minAcademy Securities: Geopolitical & Macro Strategy PodcastPost-Election Impact on the Markets & Foreign PolicyAcademy 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.
2020-11-1029 minAcademy Securities: Geopolitical & Macro Strategy PodcastPost-Election Impact on the Markets & Foreign PolicyAcademy 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.
2020-11-1029 minAcademy Securities: Geopolitical & Macro Strategy PodcastCyber Security Awareness PodcastKey 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, quantum computing, and threats to critical infrastructure
Global risks to data and implementation of 5G
Recidivist Russia: cyber capabilities and their desire to be viewed as a global superpower
Rus...
2020-10-2244 minAcademy Securities: Geopolitical & Macro Strategy PodcastCyber Security Awareness PodcastKey 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, quantum computing, and threats to critical infrastructure
Global risks to data and implementation of 5G
Recidivist Russia: cyber capabilities and their desire to be viewed as a global superpower
Rus...
2020-10-2244 minAcademy Securities: Geopolitical & Macro Strategy PodcastZoom Roundtable - Treating China as a Strategic CompetitorWe 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.
2020-08-1645 minAcademy Securities: Geopolitical & Macro Strategy PodcastZoom Roundtable - Treating China as a Strategic CompetitorWe 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.
2020-08-1645 min
TrillionsWTF WTI: An Oil ETF Goes WildThe lockdown has roiled oil markets and with it the world's largest oil ETF, USO, which has changed its exposure almost daily, gone through a reverse split and halted creations after seeing a huge influx of investors looking to call a bottom in oil. On this episode of Trillions, Joel and Eric are joined by Peter Tchir, Head of Macro Strategy for Academy Securities, to break down the USO story and discuss whether an ETF like this should exist and what alternative exist for investors hellbent on trying to time an oil rebound. Peter also gives his t...
2020-04-3025 minAcademy Securities: Geopolitical & Macro Strategy PodcastCOVID-19Key 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 “whole”.
Unlike the 2008 financial crisis, this is a “bottoms up” problem and the...
2020-03-1717 min