Shows / The Peter Zeihan Podcast Series
The Peter Zeihan Podcast Series
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s…
Episodes
The Peter Zeihan Podcast SeriesWhy Rising Capital Costs Could Kill Greentech || Peter Zeihan
The Greentech industry has reaped the benefits of cheap capital for years, but that's all changing as demographics take a turn and investment patterns start to…
The Peter Zeihan Podcast SeriesWhy The US Needs Mexico: Replacing Chinese Manufacturing || Peter Zeihan
As the US pulls manufacturing from China, we'll look to Mexico City to fill that void. This region not only holds over half of Mexico's population but also…
The Peter Zeihan Podcast SeriesThe End of Germany as a Modern Economy || Peter Zeihan
The future of Deutschland is not looking bright. Three unsolvable problems will lead to Germany's collapse as a modern economy in the coming 20 - 30 years.Full…
The Peter Zeihan Podcast SeriesDeglobalization: The US Navy's Withdrawl as Global Protector || Peter Zeihan
If you've read my latest book, you know that a driving force behind deglobalization is the US Navy stepping away from its role as patroller of the world's…
The Peter Zeihan Podcast SeriesHamas Attacks Israel and Netanyahu Declares War || Peter Zeihan
Hamas, a terror/political group (depending on your politics), has launched an attack on Israel. This has been a multi-faceted attack spanning land, air and…
The Peter Zeihan Podcast SeriesRussia Might Lose Its Influence in Moldova and Transnistria || Peter Zeihan
If you're keen on finding a place that has been put through the rinse cycle by the Russians more than a few times, look no further than Moldova.Full…
The Peter Zeihan Podcast SeriesRussian Oil Thrives Despite European Sanctions (Here's How...) || Peter Zeihan
While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired. Although oil exports have dropped…
The Peter Zeihan Podcast SeriesEuropean Sanctions Cause Russian Natural Gas Collapse || Peter Zeihan
Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver. Russia's natural gas state monopoly, Gazprom, has just…
The Peter Zeihan Podcast SeriesThe European Union: Will It Adapt or Die? || Peter Zeihan
The fate of the European Union will likely be decided in the coming week; if that doesn't pique your interest, I'm not sure what will.Full Newsletter…
The Peter Zeihan Podcast SeriesUS Discovers Huge Lithium Deposit (What It Means...) || Peter Zeihan
Well, it sounds like the US finally decided to join in on the fun and make a lithium discovery of their own. This deposit is - supposedly - the largest ever…
The Peter Zeihan Podcast SeriesUkraine War: Russia Targets Grain and Power Grid || Peter Zeihan
As of September, Putin has sufficiently disrupted Ukraine's grain exports and overall agricultural sector. Meanwhile, the Russians were bolstering their wheat…
The Peter Zeihan Podcast SeriesAfrican Coups: Will the French Get Involved? || Peter Zeihan
There's been a surge in coups throughout African countries, and there's a common thread connecting them - most are former French colonies.Full Newsletter…
The Peter Zeihan Podcast SeriesThe Chinese Collapse: A (MASSIVE) Housing Overbuild || Peter Zeihan
Trying to predict what the Chinese system will look like as it collapses would be a fool's errand, but exploring China's housing market in this context could…
The Peter Zeihan Podcast SeriesChina's "Diversionary" War with Taiwan: The Good, Bad and Ugly || Peter Zeihan
China invading Taiwan isn't a new topic, but would China ever use this war as a diversion or distraction? This is an unlikely scenario, but as long as Xi is in…
The Peter Zeihan Podcast SeriesChechnya: Russia’s Influence and a Volatile Future || Peter Zeihan
Today, we’re looking at Chechnya’s tumultuous history with Russia and what the future might hold. After two wars, a few decades of nominal Russian control and…
The Peter Zeihan Podcast SeriesArmenia vs. Azerbaijan: Unpacking the Nagorno-Karabakh Conflict || Peter Zeihan
Today, we're looking at some of the recent developments and shifting dynamics in the South Caucasus. The assault on Armenian-controlled Nagorno-Karabakh…
The Peter Zeihan Podcast SeriesAsk Peter Zeihan: Is Hydrogen the Future of Energy?
Is the hydrogen economy really the future? Or Is it all a farce? I don't want to get too far ahead of myself, but it's somewhere in between...Full Newsletter…
The Peter Zeihan Podcast SeriesTransport: The Economics (and Politics) of Railroads || Peter Zeihan
My walk along the railroad tracks inspired some pondering on why rail gets such a bad rap. Yeah, I know it's not as fast as planes OR as versatile as vehicles…
The Peter Zeihan Podcast SeriesWar Breaks Out Between Armenia and Azerbaijan || Peter Zeihan
Well, my attempt at prepping a video this morning and getting ahead of a brewing war between Armenia and Azerbaijan has failed. Hostilities broke out within…
The Peter Zeihan Podcast SeriesDon't Be Surprised by China's Collapse || Peter Zeihan
It's time to come out from under your rock and face the music - China is collapsing. If that comes as a shock to you, watch this video to get up to speed.Full…
The Peter Zeihan Podcast SeriesWhat Happened to the Arms Control Treaties? || Peter Zeihan
In case you need something to stress about today, we'll be looking at the history of arms control treaties and today's lack thereof.Full Newsletter…
The Peter Zeihan Podcast SeriesNorth Korea to Provide Russia with Military Aid || Peter Zeihan
Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east of Russia. Besides boosting each other's egos and gossiping a…
The Peter Zeihan Podcast SeriesAutoworkers Strike: The Union's Rising Influence in America || Peter Zeihan
If your kids need poster boards for an upcoming school project, you may want to visit the supply store before the autoworkers hit the picket lines. With a…
The Peter Zeihan Podcast SeriesWhy Huawei's 7nm Chip Isn't a Big Chinese Breakthrough || Peter Zeihan
The Chinese telecom firm Huawei (the same firm that was caught modifying equipment on behalf of the Chinese government) has released a new phone with a…
The Peter Zeihan Podcast SeriesProcessing: The Greatest Threat to US Economic Security || Peter Zeihan
As we continue down the path of deglobalization, the US has checked most of the boxes needed to thrive in a disconnected world. Between shifting supply chains…
The Peter Zeihan Podcast SeriesThe Greatest Threat to American National Security || Peter Zeihan
Senator Tommy Tuberville has placed a unilateral hold on nominations and confirmations of military officials because he doesn't like the Biden administration's…
The Peter Zeihan Podcast SeriesSaudi Arabia and Israel Want a US Security Deal || Peter Zeihan
Mohammed bin Salman, the Crown Prince of Saudi Arabia, has seen the ongoing engagement and security guarantee that the US has with Japan, and he wants a…
The Peter Zeihan Podcast SeriesWhy I’m Not Worried About the Banks (Yet) || Peter Zeihan
The Ukraine War has negatively impacted almost every area of life, but perhaps there's a silver lining beneath all the global disruptions and adverse…
The Peter Zeihan Podcast SeriesChinese Leadership Concerns: Xi Ditches the G20 Summit || Peter Zeihan
With China facing economic slowdown, trade wars, and a slew of other things, an intervention (aka the G20 Summit) is exactly what Xi needs right now.Full…
The Peter Zeihan Podcast SeriesAstropolitics: How Are the Aliens Getting Here? || Peter Zeihan
All this talk of little green men has both disturbed and intrigued my inner nerd. While I don't know if aliens have actually visited us, talking about the…
The Peter Zeihan Podcast SeriesThe Recruiting Crisis: US Military Adapts to Zoomers || Peter Zeihan
The US military has had recruitment issues for a while, and the next generation reaching the recruitment age (aka those who hate any and all things social)…
The Peter Zeihan Podcast SeriesUkrainian Drones: A New Issue for Russia and China || Peter Zeihan
The super moon (or blue moon or whatever it was) didn't have just the animals stirring last night...and since I couldn't sleep, I figured we should talk about…
The Peter Zeihan Podcast SeriesThe Problem with Central Bank Digital Currencies || Peter Zeihan
With all the buzz around central banks starting digital currencies and one of these entities controlling all transactions, I think it's about time I burst…
The Peter Zeihan Podcast SeriesWhy Is a US - Cuba Deal Inevitable? || Peter Zeihan
Most people would scoff at the idea that Cuba could end the US as a major power, but that small country has something no one else does...Full Newsletter…
The Peter Zeihan Podcast SeriesUnderstanding the Limits of Innovation || Peter Zeihan
Thanks to the right demographics and cheap capital, we've been living in a period of extreme technological advancement and innovation. Can innovation keep up…
The Peter Zeihan Podcast SeriesThe Marines Made Some New Toys: Tomahawks on Trucks || Peter Zeihan
Today, we're talking about a bunch of marines in trucks, with four Tomahawks strapped to each truck. I agree if that sounds like a random G.I. Joe creation to…
The Peter Zeihan Podcast SeriesThe BRICS Summit: Significant or Hoopla? || Peter Zeihan
Have you ever seen a couple of 3-year-olds sitting on the playground talking gibberish and acting like they're making life-changing decisions? Well, that's…
The Peter Zeihan Podcast SeriesPrigozhin Is Dead...But Who Did It? || Peter Zeihan
Yevgeny Prigozhin, the leader of the Wagner Group, has reportedly died in a plane crash. The question that comes to mind isn't why this happened (because…
The Peter Zeihan Podcast SeriesWhat Makes Texas So Successful || Peter Zeihan
Texas is known for many things - cowboys, bbq, oil, and who could forget the Alamo - but none of those are why Texas has been (and will continue to be) the…
The Peter Zeihan Podcast SeriesWhat Makes Vietnam a Valuable US Ally? || Peter Zeihan
Biden recently announced that he'd be making a trip to Vietnam, which will likely occur in September when he visits other regional powers. But what makes…
The Peter Zeihan Podcast SeriesF-16 Fighter Jets: Updates to Ukraine's Defense Strategy || Peter Zeihan
Last week the Ukrainians got the news that the Biden administration issued the thumbs up for the Netherlands and Denmark to send Zelensky some F-16s. But this…
The Peter Zeihan Podcast SeriesMaking Life Hard for Chinese Tech || Peter Zeihan
The Biden administration has issued its first wave of investment bans on the Chinese tech space - things like AI or tech with military applications. However…
The Peter Zeihan Podcast SeriesUkraine War Updates: Talking Strategy and Tactics || Peter Zeihan
Things over in Ukraine are in a bit of a holding period, which makes getting these updates out consistently that much harder...and let's not forget that most…
The Peter Zeihan Podcast SeriesWhy Should Northern China Worry About Flooding? || Peter Zeihan
If you're thinking, "There's no way China's situation could possibly get worse," you may need to talk to mother nature about the rains and typhoons causing…
The Peter Zeihan Podcast SeriesAn Iran Deal We Can Live With || Peter Zeihan
There's finally a deal on the table between the US and Iran that everyone can live with...it even looks like Israel has given it the green light. So what does…
The Peter Zeihan Podcast SeriesWhy Can't We Trust the Media? (AKA Propaganda) || Peter Zeihan
Before I answer the question about what news sources I use, we must understand how our society became so uninformed... Full Newsletter…
The Peter Zeihan Podcast SeriesThe Chinese Slide Into Deflation (The Final Straw?) || Peter Zeihan
The current Chinese system has been staring down the barrel of a number of serious challenges for quite a while now, and this new economic data just took the…
The Peter Zeihan Podcast SeriesIs the LK-99 Superconductor the Key to Green Energy? || Peter Zeihan
Is the superconductor of every Green's dreams finally here? I hate to burst your bubble, but the LK-99 is just too good to be true. Full Newsletter…
The Peter Zeihan Podcast SeriesECOWAS' Deadline on the Niger Coup || Peter Zeihan
The Economic Community of West African States (ECOWAS) set Monday, Aug. 7, as the deadline for the Niger Coup plotters to step down and renounce power. That…
The Peter Zeihan Podcast SeriesLet's Talk North Korea and Travis King || Peter Zeihan
Before we dive into today's video, let me start by saying that if you want to defect somewhere...maybe don't choose the same place as Travis King. Now let's…
The Peter Zeihan Podcast SeriesRussia's Largest Port Comes Under Fire || Peter Zeihan
The Ukrainians and Russians had a hectic weekend, so let's get caught up. On Friday, the Ukrainians used a naval drone (a motorboat loaded with a crap ton of…
The Peter Zeihan Podcast SeriesAsk Peter Zeihan: Is Biden Killing US Energy Independence?
As the Biden administration piles on more drilling restrictions on public land, will America's energy independence be jeopardized? Full Newsletter…
The Peter Zeihan Podcast SeriesUS and Saudi Arabia Relations: Part 2 || Peter Zeihan
Yesterday we covered the key players in the US and Saudi relations. Today we'll look at the strategic implications of this relationship over the past 40 years…
The Peter Zeihan Podcast SeriesUS and Saudi Arabia Relations: Part 1 || Peter Zeihan
Today we're talking about key players in US - Saudi relations. US National Security Advisor Jake Sullivan went to Saudi Arabia to lay the framework for a new…
The Peter Zeihan Podcast SeriesMexican Demographics: Where Are All the Kids? || Peter Zeihan
Most of the developing world has relatively similar demographics...the defining characteristic being a boatload of kids. And until recently, Mexico was no…
The Peter Zeihan Podcast SeriesWhat the Coup in Niger Means for France || Peter Zeihan
The French have found themselves caught between a rock and a hard place, and a coup in Niger happens to be the catalyst for this predicament. To be clear…
The Peter Zeihan Podcast SeriesThe End of Ukrainian Agriculture || Peter Zeihan
Russia has pulled out of the grain deal brokered by Turkey and the UN, and the countdown on Ukrainian agriculture has officially started. Full Newsletter…
The Peter Zeihan Podcast SeriesWhy Fiat Currencies Will Always Beat Gold || Peter Zeihan
***Apologies for the audio today; you can watch with subtitles at this link: https://youtu.be/-rANSHB4q1Y At the start of the Ukraine War, many of the world's…
The Peter Zeihan Podcast SeriesChina's Labor Problem: Youth Unemployment || Peter Zeihan
Today's new factoid is that youth unemployment in China is higher than in Italy (in percentage terms). And if China's unemployment resembles Italy's, it is a…
The Peter Zeihan Podcast SeriesWhat's Going On with Iran and Oil Markets? || Peter Zeihan
Over the last few weeks, we've seen Iranian oil hit markets at nearly decade-high volumes...but production has remained relatively flat. So what's really…