Geopolitical Podcast

U.S. and Iran Agree on a Peace Deal

June 16, 2026
Major General James “Spider” Marks
United States Army (Ret.)
Head of Geopolitical Strategy,
Academy Securities
Peter Tchir
Head of Macro Strategy,
Academy Securities
Moderator: Bret Lowry
United States Navy Veteran
Managing Director, Head of Special Situations
Academy Securities
Nicholas Carpenito
United States Air Force Veteran
Vice President, Operations
Academy Securities

Table of Contents

Introduction

End of Hostilities on all Fronts, Including in Lebanon

Strait of Hormuz

Iranian Nuclear Program

60-Day Talks and Pathway to a Final Deal

Macroeconomic Impacts

Conclusion