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 SeriesBuying Time With Drugs || Peter Zeihan
I hate to say it, but we still haven't located the fountain of youth. Unfortunately, that means there's no current medical breakthrough that will meaningfully…
The Peter Zeihan Podcast SeriesChina's Alleged Nuclear Test || Peter Zeihan
The Trump administration has accused China of conducting a small nuclear test in 2020. The claim is that a seismic event was detected in Western China around…
The Peter Zeihan Podcast SeriesU.S. Boots on the Ground in Nigeria || Peter Zeihan
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local…
The Peter Zeihan Podcast SeriesUkraine Goes on the Offensive || Peter Zeihan
Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching…
The Peter Zeihan Podcast SeriesThe Ukraine War, Drones, and Starlink || Peter Zeihan
Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting…
The Peter Zeihan Podcast SeriesFinding Rare Earths in Japanese Mud || Peter Zeihan
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... Join the Patreon here…
The Peter Zeihan Podcast SeriesCuba Is Running Out of Time || Peter Zeihan
Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis. Join the Patreon here…
The Peter Zeihan Podcast SeriesI've Got This Bridge to Sell You… || Peter Zeihan
The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%. Join the Patreon here…
The Peter Zeihan Podcast SeriesIndia Takes on the Shadow Fleet || Bonus Episode
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the…
The Peter Zeihan Podcast SeriesThe U.S. Navy Goes Down Under || Peter Zeihan
The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China…
The Peter Zeihan Podcast SeriesJapan Sees the Writing on the Wall || Peter Zeihan
Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and…
The Peter Zeihan Podcast SeriesJapan's Debt Crisis Is Just the Beginning || Peter Zeihan
Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and…
The Peter Zeihan Podcast SeriesTrump Announces $12B Rare Earth Stockpile || Peter Zeihan
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions…
The Peter Zeihan Podcast SeriesThe End of Nuclear Arms Control || Peter Zeihan
The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear…
The Peter Zeihan Podcast SeriesThe Two-Speed EU of the Future || Peter Zeihan
The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make…
The Peter Zeihan Podcast SeriesIs Venezuela Ready to Move On? || Peter Zeihan
Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades. Join the…
The Peter Zeihan Podcast SeriesThe Real Winners After a Chinese Collapse || Peter Zeihan
First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad…
The Peter Zeihan Podcast SeriesIndia: Overhyped or Global Player || Peter Zeihan
Is India overhyped or genuinely important moving forward? Well, you could make a case for both. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesElectronic Warfare Innovations and Exports || Peter Zeihan
Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this. Join the Patreon here…
The Peter Zeihan Podcast SeriesWhat's Wrong with the EU-India Trade Deal?
The EU and India have struck a trade deal, but it’s not the breakthrough it's being made out to be. Just because you sign a trade deal doesn't mean that…
The Peter Zeihan Podcast SeriesPurging China's Central Military Commission || Peter Zeihan
Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing…
The Peter Zeihan Podcast SeriesThe End of the Shadow Fleet? – French Edition
France has seized a shadow fleet tanker suspected of carrying sanctioned oil under a false flag and has taken it to Marseille. Should this ship be formally…
The Peter Zeihan Podcast SeriesU.S. Trade Talks with the UK || Peter Zeihan
We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels…
The Peter Zeihan Podcast SeriesFrance Hits the Demographic Point of No Return || Peter Zeihan
The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into…
The Peter Zeihan Podcast SeriesCanada's China Option || Peter Zeihan
Canada’s prime minister, Mark Carney, recently visited Beijing. This trip sparked rumors that Canada was ditching the US and buddying up with China instead…
The Peter Zeihan Podcast SeriesRolling Back Regulations in the U.S. || Peter Zeihan
Trump’s pledge to roll back regulations isn’t inherently bad, but the way he’s going about it is problematic in just about every way. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Semiconductor Tariff Nightmare || Peter Zeihan
A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors…
The Peter Zeihan Podcast SeriesLessons From Japan's Demographic Collapse || Peter Zeihan
Japan has been dealing with long-term population decline for decades, and the latest report on births per woman dropping to 1.15 confirms that. However, there…
The Peter Zeihan Podcast SeriesLatin American Militaries Can't Stop the U.S. || Peter Zeihan
Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe End of U.S. Military Deployments? || Peter Zeihan
Just because the US intervened in Venezuela doesn't mean that America will be abandoning its global military posture. Join the Patreon here…
The Peter Zeihan Podcast SeriesVenezuela's End: Peter Goes Squirrel Killin' || Peter Zeihan
Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good…
The Peter Zeihan Podcast SeriesWhy on Earth Would We Take Greenland? || Peter Zeihan
Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades…
The Peter Zeihan Podcast SeriesColombia Avoids War with the US || Peter Zeihan
Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo…
The Peter Zeihan Podcast SeriesVenezuela’s End: Was a Deal Struck? || Peter Zeihan
There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put…
The Peter Zeihan Podcast SeriesVenezuela Offers Trump an Oil Bribe || Peter Zeihan
Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade…
The Peter Zeihan Podcast SeriesVenezuela's End: Next on the Chopping Block || Peter Zeihan
With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some "extra attention." So what countries could be next on…
The Peter Zeihan Podcast SeriesThe New Ukraine Proxy War || Peter Zeihan
Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to…
The Peter Zeihan Podcast SeriesNo Immigrants & Negative Growth = Canada’s Economic Tipping Point || Peter Zeihan
Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to…
The Peter Zeihan Podcast Series"Death to the Dictator" Protests in Iran || Peter Zeihan
"Death to the dictator" chants have broken out during the protests in Iran, indicative of the broader economic and political strain throughout the country…
The Peter Zeihan Podcast SeriesVenezuela's End: The Oil Question || Peter Zeihan
Venezuela only has one realistic path forward: Oil. That doesn't mean it's a sure thing, though. So, let's lay it all out. Full 12 minute analysis available…
The Peter Zeihan Podcast SeriesThe US Economy Is (Kind of, Sort of) Growing || Peter Zeihan
Recent data out of Washington shows the US economy is growing faster than expected, but let's lift the hood on these numbers. Join the Patreon here…
The Peter Zeihan Podcast SeriesUS Foreign Policy After Trump || Peter Zeihan
Trying to figure out what foreign policy will look like after Trump is a fool's errand. With no strategic consensus or institutional planning capacity, the US…
The Peter Zeihan Podcast SeriesSaving China: Three-Child Policy || Peter Zeihan
If China was able to curb population growth with the One-Child Policy, can a Three-Child Policy help solve the current Chinese demographic crisis? Join the…
The Peter Zeihan Podcast SeriesSyria Turns Violent...Again || Peter Zeihan
Following the recent attacks on US troops in Syria, the question of the day is: Why does the US continue to maintain a presence there? Join the Patreon here…
The Peter Zeihan Podcast SeriesWorld's Largest Nuclear Plant Coming Back Online in Japan || Peter Zeihan
Japan is restarting the world's largest nuclear power plant, after a 15-year shutdown following the Fukushima disaster. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Beginning of the End of the Shadow Fleet || Peter Zeihan
Global oil markets are nearing a massive shock as the shadow fleet edges towards collapse. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesHelp Wanted - The US Needs More Workers || Peter Zeihan
US labor data shows a slowdown in job growth, but given the recent changes to the Department of Labor, who knows if we can trust it. Regardless, labor patterns…
The Peter Zeihan Podcast SeriesSub-Sea Drone Strike on Russian Sub || Peter Zeihan
Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Beginning of Venezuela's End || Peter Zeihan
The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports. Join…
The Peter Zeihan Podcast SeriesUkraine War Peace Talks || Peter Zeihan
Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and has…
The Peter Zeihan Podcast SeriesUkraine Hits the Caspian and Europe Goes Nuclear || Peter Zeihan
We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a…
The Peter Zeihan Podcast SeriesMexico Horses Around with Tariffs || Peter Zeihan
Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like…
The Peter Zeihan Podcast SeriesThe Death of the US Tech Sector: Part 2 || Peter Zeihan
Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation. The tech boom relied upon…
The Peter Zeihan Podcast SeriesThe Death of the US Tech Sector: Part 1 || Peter Zeihan
We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies. The gadgets and…
The Peter Zeihan Podcast SeriesNorth Carolina's Silicon Mines: Leverage for the US? || Peter Zeihan
With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations? Join…
The Peter Zeihan Podcast SeriesThe Russian Breakdown || Peter Zeihan
Should the war in Ukraine result in a Russian loss, what will the future hold for Russia? Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesWho Needs National Security Guidance Anyways || Peter Zeihan
The newly released national security document from the White House is more of a culture-war manifesto than a strategic guide for US foreign policy. Join the…
The Peter Zeihan Podcast SeriesWhat Would a Conflict in Taiwan Look Like? || Peter Zeihan
Let's discuss what China's potential invasion of Taiwan would look like. Should China attack, both Biden and Trump have been explicit that the US would…
The Peter Zeihan Podcast SeriesUh Oh for Space || Peter Zeihan
The Russians had an oopsie with the launch pad at their main heavy-lift launch site following the launch of their Soyuz MS-28 spacecraft heading for the ISS…
The Peter Zeihan Podcast SeriesIsrael Is Defending...Germany?!? || Peter Zeihan
2025 has been full of surprises. And honestly, given today's headline, I wouldn't be surprised if pigs started flying next. We now have Israel defending…