Geopolitical Podcast

Around the World with Academy Securities

February 20, 2026
Lieutenant General David Beydler
United States Marine Corps (Ret.)
Geopolitical Intelligence Group Member
Academy Securities
Shelby PiersonĀ 
National Geospatial-Intelligence Agency
Geopolitical Intelligence Group Member
Academy Securities
Peter Tchir
Head of Macro Strategy, Academy Securities
Maria Donnelly
Associate, Geopolitical Strategy
Academy Securities
Moderator: Bret Lowry
United States Navy Veteran
Managing Director, Head of Special Situations
Academy Securities
Host: Nicholas Carpenito
United States Air Force Veteran
Vice President, Operations
Academy Securities

Table of Contents

Introduction

Nuclear Talks and the Likelihood of a Conflict with Iran

What Comes Next For Cuba?

Russia/Ukraine War Update

China, Taiwan, and the Philippines

Macroeconomic impacts

Conclusion