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 is the Mexican Energy Sector Collapsing? || Peter Zeihan
As I was heading out on this trip, a fire broke out in Mexico's Cantarell oil field, which has long been Mexico's largest oil-producing asset. However, even…
The Peter Zeihan Podcast SeriesBrain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan
Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack…
The Peter Zeihan Podcast SeriesWhy the Kerch Strait Bridge Attack is BAD for Russia || Peter Zeihan
Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack…
The Peter Zeihan Podcast SeriesLet's Talk Turkey (BIG Strategy Changes) || Peter Zeihan
There's been a lot of movement in Turkey's neck of the woods, so the Turks have had to change their stance on several issues. Given Turkey's strategic…
The Peter Zeihan Podcast SeriesRussia Terminates the Black Sea Grain Deal with Ukraine || Peter Zeihan
Russia announced on Monday that the Black Sea grain deal will not be extended. This initiative has enabled Ukraine to export agricultural products through…
The Peter Zeihan Podcast SeriesLet's Talk California (Has Their Lucky Streak Run Out?) || Peter Zeihan
California has been one of the most successful states in the US, primarily because of things outside its control. But all those external factors are flipping…
The Peter Zeihan Podcast SeriesStrategic Win for NATO: Sweden Joins the Ranks || Peter Zeihan
By the time you see this, the knot should be tied on Sweden joining NATO. There's still a little arm-twisting that will go on behind the scenes, but most of…
The Peter Zeihan Podcast SeriesUkraine's Waiting Game: Zelensky's Quest for NATO Membership || Peter Zeihan
As the NATO summit in Vilnius wraps up, we're left with a result that was more or less expected. Ukraine won't be getting called up to the big leagues anytime…
The Peter Zeihan Podcast SeriesAsk Peter Zeihan: Will Hypersonics Replace the Need for an Army?
With weapon systems moving toward hypersonics, what's the point of holding geographic positions anymore? Theoretically, this works...at the push of a button…
The Peter Zeihan Podcast SeriesAsk Peter Zeihan: Has the US Overcommitted Itself to the Ukraine War?
More than a few countries out there couldn't walk and chew gum at the same time...but the US isn't one of them. Today's question in the 'Ask Peter Series'…
The Peter Zeihan Podcast SeriesThe Greatest Reindustrialization Process in US History || Peter Zeihan
You know those little 'Made in China' stickers on everything you can buy in the US? Well, don't be surprised when those all say 'Made in America' after the US…
The Peter Zeihan Podcast SeriesChina Bans Greentech Metal Exports to the US || Peter Ziehan
We're continuing our conversation on China's inability to govern itself, and this is the cherry on top of it all...China restricting the export of metals used…
The Peter Zeihan Podcast SeriesChina Cancels Summit with EU's Foreign Affairs Minister Borrell || Peter Zeihan
The news of the day is that the Chinese have canceled their upcoming summit with EU foreign minister Borrell. You all know I'm less than pessimistic about…
The Peter Zeihan Podcast SeriesReal Estate: The Three-Headed Dragon Plaguing NYC || Peter Zeihan
New York is a service-based economy, and anytime you have a system like that, cost of living becomes an issue. While the finance bros working 80-hour weeks…
The Peter Zeihan Podcast SeriesAsk Peter: Why Is Scottish Independence a Suicide Pact?
As the roman-candle-carrying-beer-drinkin’-red-white-and-blue-bald-eagles soar across the US in honor of American Independence, I figured we should talk about…
The Peter Zeihan Podcast SeriesAsk Peter: What Are My Thoughts on Environmental Social Governance (ESG)?
Should businesses play a role in pushing society towards positive outcomes regarding environmental and social issues? Today we're breaking down my thoughts on…
The Peter Zeihan Podcast SeriesFrance’s Demographic Blindspot: Racial Inequality || Peter Zeihan
Riots have broken out in France after police killed a 17-year-old kid. When a similar situation occurred in '05, there were weeks of riots. We can't be sure if…
The Peter Zeihan Podcast SeriesNew Chinese Demographic Data = Population Collapse || Peter Zeihan
Today we're breaking down the new demographic data from the Chinese space. This will allow us to make some much-needed updates to an already bleak…
The Peter Zeihan Podcast SeriesPutin Admits the Wagner Group is an Arm of the Russian State || Peter Zeihan
The Russian state has kept a degree of separation from the Wagner Group for the past decade, but years of war crimes and avoided sanctions are about to come…
The Peter Zeihan Podcast SeriesAnd Now We Return to Our Regularly Scheduled Program (Ukraine War Updates) || Peter Zeihan
Despite all the hullabaloo about the not-coup in Russia over the weekend, this assessment that we had initially planned to publish still holds true for the…
The Peter Zeihan Podcast SeriesThe Russia Coup Part 4: Psych! || Peter Zeihan
For those of you who did more normal things this weekend, you missed a coup in Russia! (Or not...) Full Newsletter…
The Peter Zeihan Podcast SeriesThe Russia Coup Part 3: Russia’s Global Footprint || Peter Zeihan
While the future of the Russian government is very much up in the air, the chances of an outright overthrow are thin. However, the future of the Wagner…
The Peter Zeihan Podcast SeriesThe Russia Coup Part 2: The Propaganda War || Peter Zeihan
Whether at home or abroad, Russia is the world’s primary provider of lies, misinformation and propaganda. With the future of the Russian government now being…
The Peter Zeihan Podcast SeriesThe Russia Coup Part 1: What the Hell Is Going On? || Peter Zeihan
An attempted coup is in progress in Russia. The mercenary group Wagner, led by a one-time confidant of Vladimir Putin, Yevgeny Prigozin, is attempting to…
The Peter Zeihan Podcast SeriesAsk Peter: What's the Deal with Manchin's Gas Pipeline? || Peter Zeihan
Democrat Joe Manchin managed to sneak a few clauses into the debt ceiling extension deal for the completion of his Mountain Valley Pipeline. Environmentalists…
The Peter Zeihan Podcast SeriesMr. Modi Goes to Washington || Peter Zeihan
Prime Minister Modi is stateside and prepping for his address to Congress and state dinner. While a summit with Modi may have been inevitable (as he's the…
The Peter Zeihan Podcast SeriesAsk Peter: Will Azerbaijan Try to Take Nagorno-Karabakh from Armenia? || Peter Zeihan
Armenia and Azerbaijan have some "history" together...and not in a good way. As the Ukraine War ramps up and stress is added to the Russian system, will we see…
The Peter Zeihan Podcast SeriesA Chinese Listening Post in Cuba: What It Means for the US || Peter Zeihan
The news of a "new" Chinese listening post in Cuba sparks the question: why is Cuba so important to the US? No, we're not talking about cigars. We're talking…
The Peter Zeihan Podcast SeriesMr. Blinken goes to Beijing || Peter Zeihan
Secretary of State Antony Blinken is heading to China to attempt to reset relations. He's getting flack from both sides, and I won't talk about that, but I do…
The Peter Zeihan Podcast Series5 EU Countries BAN Ukrainian Agriculture Exports || Peter Zeihan
We're talking about agriculture today, specifically the ban that five EU countries just placed on Ukrainian exports. With Poland, Hungary, Slovakia, Bulgaria…
The Peter Zeihan Podcast SeriesAsk Peter Zeihan: Will Putin "Disappear" and Updates on Russian Demographics?
This is the first of the "Ask Peter" series, so I figured we'd kick it off with a two-parter. First, what's the likelihood of Putin getting assassinated?…
The Peter Zeihan Podcast SeriesNorth American Fires Cause a Smoky Start to Summer in the US || Peter Zeihan
Let's just say that our old friend Smokey Bear wouldn't be too happy with the Canadians this past week. And these fires are likely only the beginning of a very…
The Peter Zeihan Podcast SeriesHow Will Donald Trump's New Indictment(s) Impact the Election? || Peter Zeihan
If reading the headlines gave you some major déjà vu...welcome to the club. Trump is getting hit with a series of new indictments, but will it impact the…
The Peter Zeihan Podcast SeriesPost-COVID China: Will the Economy Bump or Slump? || Peter Zeihan
As countries across the globe peeled back COVID restrictions, many of those economies saw huge (and much-needed) bumps. With China approaching six months since…
The Peter Zeihan Podcast SeriesThe Ukrainian Counter-Offensive Is Upon Us || Peter Zeihan
The Ukrainian counter-offensive is upon us, and there are three main assaults to follow. The first is purely strategic, and the others are a mix of strategic…
The Peter Zeihan Podcast SeriesOf Dams and Damn Trolls: A Reflection by Peter Zeihan
I don't usually do this, but today I'm going to be talking about the #haters. We'll also dive a little deeper into the Kakhovka Dam that was destroyed by the…
The Peter Zeihan Podcast SeriesThe Russians Go Scorched Earth: Destroying a Critical Dam For Crimea || Peter Zeihan
On June 6th, the Russians destroyed the Nova Kakhovka Dam at the head of a large reservoir on the Dnieper River. This is a logical move for the Russians...at…
The Peter Zeihan Podcast SeriesLaughing at Russia Won't Solve ALL of Ukraine's Problems || Peter Zeihan
While in Helsinki, Secretary of State Blinken got some chuckles from the crowd (and me) when he said, "The Kremlin often claimed it had the second strongest…
The Peter Zeihan Podcast SeriesHow a New Strain of Wheat Could Boost Brazil || Peter Zeihan
What if I told you that Brazil's new tropical strain of wheat could cause the most significant shift to the technological power balance the world has seen in…
The Peter Zeihan Podcast SeriesTaiwan and the US Reach a Trade Deal || Peter Zeihan
In mid-May, the US Trade Representative established a trade initiative with Taiwan. While this isn't a full-blown trade deal, it represents the shift in US…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: The Canal Controlling the Crimean Peninsula || Peter Zeihan
There's a canal that runs from Kherson to the Crimean Peninsula and serves as the area's sole irrigation water source. And with how dry the region is, this…
The Peter Zeihan Podcast SeriesAustralia Strikes a Greentech Deal with the US || Peter Zeihan
There's one massive hole we'll need to fill if the green movement will ever work in the US...mineral resources. Thankfully we just struck a deal with our…
The Peter Zeihan Podcast SeriesRussian Partisans Attacked the City of Belgorod || Peter Zeihan
A group of ethnic Russians opposed to Putin's government joined forces with Ukraine and launched an assault across the border into the city of Belgorod. There…
The Peter Zeihan Podcast SeriesIs Saudi Arabia Ditching the US Dollar? || Peter Zeihan
As the world's largest oil exporter, Saudi Arabia has learned a few tricks to curry favor from different countries. Their most recent endeavor is accepting the…
The Peter Zeihan Podcast SeriesThe Truth About De-dollarization and What You Need to Know || Peter Zeihan
The topic of de-dollarization is like the weird cousin no one wants to talk to at parties. They only come around once every year or two, and most of what they…
The Peter Zeihan Podcast SeriesThe Debt Ceiling Issue: Will the US Gov Default? || Peter Zeihan
We're talking US politics today, and for those who don't eat, sleep, and breathe politics (aka having a life), it's about the debt ceiling. Spoiler Alert: It…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: How Long Can This War Last? || Peter Zeihan
We're wrapping up our Ukraine War Q&A series with the most depressing question yet...how long can this war last? I have three answers for you...the dark…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: Who Really Started This Whole Thing? || Peter Zeihan
The fifth question of the Q&A series is...who is the ultimate provocateur in the Ukraine War? And I really hope this answer doesn't surprise anyone. Full…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: Why Worry About Ukraine's Agriculture Exports? || Peter Zeihan
The fourth question of the Q&A series is...why am I so worried about agriculture exports coming out of Ukraine? And if you get foodstuffs from Ukraine, why you…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: What's Going On in Bakhmut? || Peter Zeihan
The third question of the Q&A series is...what's going on in the city of Bakhmut? The city is in ruins, the bodies are stacking up, and the Russians still…
The Peter Zeihan Podcast SeriesUkraine Shoots Down Russia's "Unstoppable" Kinzhal Missiles || Peter Zeihan
Russia launched a volley of missiles into Ukraine overnight, and Ukraine was able to shoot down all the Kinzhals in the strike. Full Newsletter…
The Peter Zeihan Podcast SeriesUkraine War Q&A: Why Does Russia Have Oil Supply Issues? || Peter Zeihan
The second question of the Q&A series is...if Russia is such a massive producer of oil and oil products, why are we wasting time discussing supply issues? Full…
The Peter Zeihan Podcast SeriesUkraine War Q&A Series: What Happened to the 500k Russian Soldiers? || Peter Zeihan
Question number one of the series is...what happened to the half million Russian soldiers I predicted would hit the battlefield by June? Full Newsletter…
The Peter Zeihan Podcast SeriesTurkey's Presidential Elections: A Turning Point for Turkish Politics || Peter Zeihan
Turkey's presidential elections are upon us. President Erdogan has run the country for nearly 20 years, but his challenger, Kemal Kilicdaroglu, hopes to shake…
The Peter Zeihan Podcast SeriesUkraine War Updates Part 3: What’s Next for Russia || Peter Zeihan
When a country views a conflict as existential, putting a timeline on it is nearly impossible. So no matter how well (or bad) this Ukrainian counter-offensive…
The Peter Zeihan Podcast SeriesUkraine War Updates Part 2: The Counter-Offensive || Peter Zeihan
Ukraine has done all the prep work to launch its counter-offensive against the Russians. Now they just need Mother Nature to do her part and let the ground…
The Peter Zeihan Podcast SeriesUkraine War Updates Part 1: The Inevitables || Peter Zeihan
The headlines of the week are all looking at the "Imminent Ukrainian Counterattack," and while there are many reasons to expect action from both sides....let's…
The Peter Zeihan Podcast SeriesChile Plans to Nationalize Its Lithium Industry || Peter Zeihan
With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn't just another money grab; it's a move to take control…
The Peter Zeihan Podcast SeriesThe United States Dominates Signal Intelligence || Peter Zeihan
We’ve poked holes in the US system and talked about Russian intelligence declining, so today, let’s look at what the US dominates: signal intelligence…
The Peter Zeihan Podcast SeriesRussian Intelligence Capabilities in Decline || Peter Zeihan
The Soviets once boasted the most intricate and prolific human intelligence network in the world, but things have taken a turn since the end of the Cold War…