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 SeriesWhat's The Deal in Canada? || Peter Zeihan
While we Americans were carving up our turkeys last week, the Canadians had a political breakthrough. The Prime Minister and the Alberta Premier made a…
The Peter Zeihan Podcast SeriesWar Crimes, Drugs, Venezuela, Pardons...and Dancing? || Peter Zeihan
When the US starts publicly admitting to war crimes, we ought to pay attention. So, let's look at what's going on with Venezuela. Join the Patreon here…
The Peter Zeihan Podcast SeriesUkraine Targets the CPC in Recent Drone Strikes || Peter Zeihan
Ukraine expanded its attacks on Russian energy infrastructure to include facilities tied to the Caspian Pipeline Consortium (CPC), as well as the shadow fleet…
The Peter Zeihan Podcast SeriesWhere Would I Put a US Semiconductor Fab? || Peter Zeihan
If I were tasked with finding a location for a US-based semiconductor fabrication facility, where would I put it? Join the Patreon here…
The Peter Zeihan Podcast SeriesGlobal Depression Is Coming Sooner Than Expected || Peter Zeihan
I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that's not the cause of the impending global depression...the…
The Peter Zeihan Podcast SeriesKessler Syndrome and the Future of Space || Peter Zeihan
Space debris recently struck China's Tiangong space station. Given the congested nature of the ~350km altitude band, this collision is a warning of what might…
The Peter Zeihan Podcast SeriesSouth Korea and the US Make a Nuclear Deal || Peter Zeihan
The US and South Korea have struck a deal for the US to help build nuclear-powered submarines for the Koreans. The US has kept this technology close to the…
The Peter Zeihan Podcast SeriesTrump's 28-Point Peace Plan to End the Ukraine War || Peter Zeihan
Both the Ukrainians and the Russians will hate this plan. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/3Ma1ZCB
The Peter Zeihan Podcast SeriesThe Reality of Electricity in America || Peter Zeihan
Last chance to access our biggest discount of the year! Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Cyber Monday Sale…
The Peter Zeihan Podcast SeriesNavigating Reindustrialization in a Deglobalized World || Peter Zeihan
Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale…
The Peter Zeihan Podcast SeriesCan Anyone Replicate the US Shale Revolution? || Peter Zeihan
Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale…
The Peter Zeihan Podcast SeriesChild Care for All? In New Mexico? || Peter Zeihan
Ready to level up your geopolitical insight? Join Peter Zeihan's Patreon and get 50% off your first month with code PZ50. Black Friday Sale…
The Peter Zeihan Podcast SeriesUkraine's Energy Scandal || Peter Zeihan
Some officials over in Ukraine have been stuffing their pockets with $100 million stolen from the energy sector. Before you get worried that someone has been…
The Peter Zeihan Podcast SeriesChina's New Ship: Enter the Sichuan || Peter Zeihan
Let's talk about the Sichuan. And no, we're not ordering take-out. We're talking about China's newest Type 076 amphibious assault ship, somewhat similar in…
The Peter Zeihan Podcast SeriesUkraine's New Drone Killer: The Octopus || Peter Zeihan
Yet another innovation has come from the Ukraine War. We're talking drone-on-drone warfare. Codename: Octopus. Join the Patreon here…
The Peter Zeihan Podcast SeriesDemographic Lessons from the Mongols || Peter Zeihan
Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those…
The Peter Zeihan Podcast SeriesCan 3D Printing Save U.S. Manufacturing? || Peter Zeihan
We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can…
The Peter Zeihan Podcast SeriesThe AI Race to Regression || Peter Zeihan
The AI race has been all the rage, but what if we were racing ourselves straight into regression? Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesThe Fourth Sale Revolution: Supermajor Tech || Peter Zeihan
ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution. Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesCrippling the Kremlin with Russian Sanctions || Peter Zeihan
The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen. Join the Patreon here…
The Peter Zeihan Podcast SeriesMyanmar Is More Important Than You Think || Peter Zeihan
For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot…
The Peter Zeihan Podcast SeriesThe Semiconductor Frontier || Peter Zeihan
We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML’s new High-NA EUV lithography machines…
The Peter Zeihan Podcast SeriesNew Strategies in the Ukraine War || Peter Zeihan
The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss! Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesThe Last Generation to Protest || Peter Zeihan
Staging a meaningful protest requires several things, and a large young population is one of the key components. So, what happens when there aren't enough…
The Peter Zeihan Podcast SeriesHow Was Trump's Trip to Asia? || Peter Zeihan
President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders... Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesImminent US Strikes Against Venezuelan Government || Peter Zeihan
It appears that US military strikes against the Venezuelan government are imminent. Let's take a look at what passes for a military in Venezuela. Join the…
The Peter Zeihan Podcast SeriesAnnouncing My New Book: Acceptable Range || Peter Zeihan
I’m thrilled to share that my first novel, and fifth book overall, is officially in the works! Acceptable Range is coming in early 2027, and you can join the…
The Peter Zeihan Podcast SeriesMarkets Drop After Fed Rate Cut || Peter Zeihan
The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop. Join the Patreon here…
The Peter Zeihan Podcast SeriesWhy I'm Bullish on Southeast Asia || Peter Zeihan
The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in…
The Peter Zeihan Podcast SeriesSouth Korean and Japanese Alliance? || Peter Zeihan
We've all heard the saying "the enemy of my enemy is my friend," but I'm not sure if that applies to South Korea and Japan forming an alliance against China…
The Peter Zeihan Podcast SeriesSlavery Can't Fix China's Demography || Peter Zeihan
To be thorough in our discussion of China's demographic collapse, we must explore as many potential solutions as possible...even if one of those is a UAE-style…
The Peter Zeihan Podcast SeriesThese Six Countries Are Running Out of People || Peter Zeihan
We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline? Join the…
The Peter Zeihan Podcast SeriesThe Future of Bolivian Lithium || Peter Zeihan
Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor…
The Peter Zeihan Podcast SeriesRegime Change for Venezuela || Peter Zeihan
The Trump administration is sending the USS Ford, America’s most powerful supercarrier, to the waters off Venezuela... Join the Patreon here…
The Peter Zeihan Podcast SeriesRussia: Trump Pulls the Trigger
After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's…
The Peter Zeihan Podcast SeriesA Reckoning for Pakistan || Peter Zeihan
The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political…
The Peter Zeihan Podcast SeriesTrump and Petro Revive the Colombian Cocaine Industry || Peter Zeihan
Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed…
The Peter Zeihan Podcast SeriesA $20 Billion Band-Aid for Argentina || Peter Zeihan
The US just committed roughly $20 billion in a currency-swap with Argentina. That's a whole lot of pesos. So, why did the US extend this lifeline, and will it…
The Peter Zeihan Podcast SeriesQatar Bribes Its Way into Idaho || Peter Zeihan
Let's first establish that Qatar is not building a new base in the US. They are funding an expansion of an existing US facility used to train F-15 pilots. And…
The Peter Zeihan Podcast SeriesVenezuela and the War Powers Act || Peter Zeihan
The Trump administration's campaign against alleged Venezuelan drug smuggling is raising some eyebrows. Let's unpack the War Powers Act and how it applies to…
The Peter Zeihan Podcast SeriesCongressional Midterms: Electoral Bloodbath or More of the Same || Peter Zeihan
There has been plenty of public frustration over Trump's policies and actions, but that doesn't necessarily translate to political momentum. Join the Patreon…
The Peter Zeihan Podcast SeriesTomahawk Missiles for Ukraine || Peter Zeihan
Since the beginning of the war in Ukraine, the US has been trying to figure out the appropriate level of involvement. Tomahawk Missiles would be quite the…
The Peter Zeihan Podcast SeriesSo, You Want to Invade Venezuela... || Peter Zeihan
US military intervention in Venezuela keeps getting floated around, but I'm not sure people fully comprehend how UGLY this would be. Join the Patreon here…
The Peter Zeihan Podcast SeriesIsrael-Palestine: Credit Where Credit's Due || Peter Zeihan
It looks like the peace deal between Israel, Gaza, Hamas, and other Arab States is holding (so far). The fighting has stopped, refugees are returning, and…
The Peter Zeihan Podcast SeriesAll That Bitchin' Won't Keep China Around || Peter Zeihan
It's Friday evening, the office is packing up for the weekend, and the boss decides it's the perfect time to announce something big. So, I hope you enjoyed…
The Peter Zeihan Podcast SeriesShould China Invade Siberia? || Peter Zeihan
While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize Siberia? Join the Patreon here…
The Peter Zeihan Podcast SeriesLife After Trump: President JD Vance || Peter Zeihan
Anytime we have a sitting US president that has exceeded the average lifespan, it’s a warranted endeavor to explore what happens after...they bite the dust…
The Peter Zeihan Podcast SeriesWould You Like Some Plutonium with That? || Peter Zeihan
The US needs to massively expand its ability to generate electricity. A possible solution? Mixed-oxide nuclear fuel. Join the Patreon here…
The Peter Zeihan Podcast SeriesA Dark Future for American Agriculture || Peter Zeihan
Next up on Trump's chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs, US agriculture is entering a crisis of its own…
The Peter Zeihan Podcast SeriesA Break for Ukraine || Peter Zeihan
President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside…
The Peter Zeihan Podcast SeriesA Rare Sign of Life in Congress || Peter Zeihan
It looks like there's finally a sign of life coming from the Senate chambers. After years of ceding power to the executive branch, a handful of Senators seem…
The Peter Zeihan Podcast SeriesAmerica’s Generals Gathered for...That? || Peter Zeihan
It appears Trump and Hegseth have been getting the Led out, because the song 'Ramble On' pretty much summarizes how their speeches went the other day. Join the…
The Peter Zeihan Podcast SeriesAnd You Thought the Jones Act Was Dumb... || Peter Zeihan
If you tasked me with creating a list of the greatest threats to America, I'm not sure cabinets, name-brand drugs, and semi-trucks would be on there...but the…
The Peter Zeihan Podcast SeriesTesting NATO (Trump and Europe Prepare for the Worst) || Peter Zeihan
Putin just took things one step too far. After sending Russian drones and jets into NATO countries' airspace (and denying responsibility of course), President…
The Peter Zeihan Podcast SeriesSay Goodbye to the World's Trade Routes || Peter Zeihan
At this critical decade, how will the globes trade routes fare? And which routes will fracture first? Join the Patreon here…
The Peter Zeihan Podcast SeriesWhat Does a Post US NATO Look Like? || Peter Zeihan
As the US steps back from NATO, which country is best suited to take the seat at the head of the table? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Most Violent Chapter of Israel and Palestine || Peter Zeihan
This topic is going to piss off everyone, regardless of where you stand. So, while you watch today's video, take comfort in the fact that everyone will be…
The Peter Zeihan Podcast SeriesImmigration and Tariff Policies Stunt US Economy || Peter Zeihan
The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there). Join the Patreon here…
The Peter Zeihan Podcast SeriesSaudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan
Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you’re not the only one thinking, “Hmmm, why would two countries with mismatched…
The Peter Zeihan Podcast SeriesThe Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan
I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is…