Peter Tchir
Head of Macro Strategy at Academy Securities and macro/geopolitical strategist known for advocating the 'ProSec' (production for security) investment trade and commentary on national-security-driven industrial policy.
Best podcasts with Peter Tchir
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Sep 24, 2025 • 34min
Bloomberg Surveillance TV: September 24th, 2025
Rick Wurster, President and CEO of Charles Schwab, shares insights on retail investor behavior, emphasizing the mixed emotions of clients amidst high valuations. Barbara Reinhard from Voya Investment Management discusses staying overweight in equities due to strong earnings and AI-driven efficiencies. Peter Tchir explores the national security aspects affecting investments, including U.S.-China tech competition. Nathan Sheets, Chief Global Economist at Citi, offers perspectives on tariffs and a stagflationary environment, forecasting a potential growth slowdown.
Feb 18, 2026 • 1h 5min
Is 'National Security' The New Investing Priority? | Peter Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities and macro/geopolitical strategist, champions the ProSec trade: production-for-security. He highlights chips, critical minerals, electricity, AI and refining as strategic priorities. Discussion covers which regions and industries stand to gain, government procurement and tariffs, and the geopolitical forces reshaping where supply chains and manufacturing relocate.
