Around the World with Academy Securities
July 23, 2025
Vice Admiral Kelly Aeschbach
United States Navy (Ret.)Advisory Board Member, Academy Securities
Peter Tchir
Head of Macro Strategy, Academy Securities
Maria Donnelly
Associate, Geopolitical StrategyAcademy Securities
Moderator: Bret Lowry
United States Navy VeteranManaging Director, Head of Special Situations Academy Securities
Host: Nicholas Carpenito
United States Air Force VeteranVice President, Operations
Academy Securities
Table of Contents
Introduction
Next Steps with Iran Following the 12-Day War
Ceasefire Discussions in Gaza
Russia | Ukraine Ceasefire Talks in Turkey
Trade Deal with China and the Race for Rare Earths
Macroeconomic Impacts
Conclusion
