Geopolitical Podcast

U.S. Proposal to End the War with Iran

May 8, 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

U.S. 14-Point Memorandum of Understanding

Strait of Hormuz

Iranian Nuclear Program

Israel/Lebanon Ceasefire

Pathway to Talks and a Final Deal with Iran

Macroeconomic Impacts

Conclusion