Geopolitical Podcast

Investing in a Pre-War World

November 5, 2025
Major General James “Spider” Marks
United States Army (Ret.)
Advisory Board Member, Academy Securities
Lieutenant General David Bellon
United States Marine Corps (Ret.)
Advisory Board Member, Academy Securities
Peter Tchir
Head of Macro Strategy, Academy Securities
Rachel Washburn
United States Army Veteran
Vice President, Geopolitical Strategy, Academy Securities
Host: Nicholas Carpenito
United States Air Force Veteran
Vice President, Operations
Academy Securities

Table of Contents

National Production for National Security

U.S. Initiatives in Rare Earths, Critical Minerals, Chips, and Electricity

Changing Priorities to Highlight Defense of the Homeland

Increased Pressure on Latin America

Opportunities for Investment

Macroeconomic Implications