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 SeriesNvidia Purchases $5 Billion of Intel Stock || Peter Zeihan
Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Swiss Are Screwed || Peter Zeihan
The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those…
The Peter Zeihan Podcast SeriesUkraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan
Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away. Join the Patreon here…
The Peter Zeihan Podcast SeriesEverybody Wants to Bomb Qatar || Peter Zeihan
Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Federal Reserve's Dilemma || Peter Zeihan
The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are…
The Peter Zeihan Podcast SeriesWhy Trump's Stance on Canada Makes Sense || Peter Zeihan
The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem. Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesSyria and the Return of the March || Peter Zeihan
Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it…
The Peter Zeihan Podcast SeriesUkraine Hammers Russian Oil Infrastructure || Peter Zeihan
The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But…
The Peter Zeihan Podcast SeriesWhile I Was Gone, Part 4: US Security || Peter Zeihan
To wrap up this short series on things that went down while I was away, we'll be looking at some alarming developments in US security. Join the Patreon here…
The Peter Zeihan Podcast SeriesWhile I Was Gone, Part 3: Economic Status || Peter Zeihan
Today, we'll be turning our attention towards the economic moves that the Trump admin made while I was away. Join the Patreon here…
The Peter Zeihan Podcast SeriesWhile I Was Gone, Part 2: US Health || Peter Zeihan
RFK Jr. was busy while I was away... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter…
The Peter Zeihan Podcast SeriesWhile I Was Gone, Part 1: Trade Policy Updates || Peter Zeihan
A US federal appeals court has ruled that most of Trump's tariffs are illegal since the president needs congressional authority to declare trade emergencies or…
The Peter Zeihan Podcast SeriesShould the UAE Invest in a Tech Sector? || Peter Zeihan
The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Automation of War Drags On || Peter Zeihan
As we look out onto the battlefields of the wars of tomorrow, will we see humanoid robots and AI-driven autonomous weapons... Join the Patreon here…
The Peter Zeihan Podcast SeriesAvoiding the Middle-Income Trap || Peter Zeihan
There's a point in many nations' timelines where the per capita income stalls. This is known as the middle-income trap... Join the Patreon here…
The Peter Zeihan Podcast SeriesAutomation of US Agriculture || Peter Zeihan
It's not a stretch to say that US agriculture is one of the most automated industries out there... Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesCan China Break Through the First Island Chain? || Peter Zeihan
I often hear rumblings of China's naval power, but one of the many reasons I pay no mind is the first island chain... Join the Patreon here…
The Peter Zeihan Podcast SeriesGeorge Jetson Would Be Disappointed with Autonomous Vehicles || Peter Zeihan
I hate to be the bearer of bad news, but it doesn't look like we’re all going to have personal Waymos anytime soon. There are four major hurdles. Join the…
The Peter Zeihan Podcast SeriesWill the Drought in Iran Cause Political Change? || Peter Zeihan
The drought in Iran is worsening, but this isn't going to spur radical and immediate political change. Let's unpack it. Join the Patreon here…
The Peter Zeihan Podcast SeriesSmokey Bear's Best Friend: fire.airnow.gov || Peter Zeihan
We're talking about every hiker’s worst nightmare. No, not the feeling of slipping into wet boots that didn't dry out overnight. We're talking about smoke!…
The Peter Zeihan Podcast SeriesUkraine Strikes Russia's Druzhba Oil Pipeline || Peter Zeihan
The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow. Join the Patreon here…
The Peter Zeihan Podcast SeriesA Peace Deal for Azerbaijan and Armenia? || Peter Zeihan
Since the collapse of the Soviet Union, Armenia and Azerbaijan have been in conflict. But the tides are shifting in favor of Azerbaijan, thanks to several…
The Peter Zeihan Podcast SeriesAmerican and Indian Relations Sour || Peter Zeihan
The global rise of right-wing populist governments has complicated the relationships between many of the dominant countries and leaders. The latest is America…
The Peter Zeihan Podcast SeriesRussian Evolutions in the Ukraine War || Peter Zeihan
We're beginning to see a notable shift in the Russians war strategy in Ukraine. Those large-scale meat assaults are being swapped for small infantry advances…
The Peter Zeihan Podcast SeriesThe Alaska Summit: Putin and Trump Talk War || Peter Zeihan
Putin and Trump are planning to meet in Alaska in the coming days. Trump's plan is to emphasize Russia's losses in Ukraine (economically, strategically, and…
The Peter Zeihan Podcast SeriesTrump Trade Talks: NAFTA Deals Stall || Peter Zeihan
To nobody's surprise, trade talks with Mexico and Canada have stalled. Reminder that these are America's top two trading partners and export markets, so…
The Peter Zeihan Podcast SeriesTrump Wants a Second Opinion on Labor Statistics || Peter Zeihan
The US is known for having the world's most respected, apolitical data systems. Trump's undermining of this system could jeopardize US policymaking for…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Artificial Intelligence || Peter Zeihan
AI is working its way into just about every aspect of modern life. I mean, who didn't fall for that video of the bunnies jumping on the trampoline. But…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: What's Ahead || Peter Zeihan
Before we close out this series on military tech, let's discuss what military advances are on the horizon (and our last episode will cover something we don't…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Water Wars || Peter Zeihan
Today, we move onto the backbone of civilizations, the lifeblood of (most) meaningful empires—water. Will future wars be fought over it? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Recruitment || Peter Zeihan
Most of the conversations in this series will revolve around technology, but recruitment is a large component of keeping a military productive. We're not…
The Peter Zeihan Podcast SeriesTrump Trade Talks: Japan Gets a Deal || Peter Zeihan
Japan is one of the few countries who has been willing to step into the batter's box and take whatever Trump throws at them. This time at the plate, they were…
The Peter Zeihan Podcast SeriesTrump Trade Talks: US-EU Strike a Deal || Peter Zeihan
The Trump administration and the EU have announced a new trade deal. It's more of a political headline than a meaningful agreement, but let’s break it down…
The Peter Zeihan Podcast SeriesWhy Trump's Stance on Ukraine Has Changed - Part 2 || Peter Zeihan
Let's unpack Trump's evolving stance on Ukraine a bit more today. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter…
The Peter Zeihan Podcast SeriesWhy Trump's Stance on Ukraine Has Changed - Part 1 || Peter Zeihan
It seems that the Trump administration might be listening to some classic rock lately, because his recent stance on Russia and Putin is awfully reminiscent of…
The Peter Zeihan Podcast SeriesChina vs. Mother Nature: Can the Dikes Hold the Rain? || Peter Zeihan
Flooding has already claimed lives and destroyed infrastructure in Hebei, Beijing, and Tianjin. Over five feet has already fallen—more than an average year’s…
The Peter Zeihan Podcast SeriesInflation Ticks Up Under Trump-2 || Peter Zeihan
We spoke about monetary policy last week, but let's lift the hood. Today, we'll be discussing the inflation outlook under Trump's second term, focusing on…
The Peter Zeihan Podcast SeriesWhat It Means to Be a State || Peter Zeihan
News recently broke that France has decided to officially recognize Palestinian statehood—a move welcomed by some and ignored by others. Join the Patreon here…
The Peter Zeihan Podcast SeriesKeep an Eye on Industrial Construction Spending || Peter Zeihan
We've got another economic metric for y'all to keep an eye on. Today, we're looking at total construction spending for US manufacturing capacity. Join the…
The Peter Zeihan Podcast SeriesThe Future of US Monetary Policy + The Live Q&A Starts Soon! || Peter Zeihan
The Live Q&A is TODAY! Become an Analyst member on Patreon now to get in on the fun! All the info you need to join is on Patreon! Join the Patreon here…
The Peter Zeihan Podcast SeriesChina's Stance on Iran || Peter Zeihan
The Live Q&A is tomorrow! Become an Analyst member on Patreon before Wed, July 30 at 12PM ET to get in on the fun! Join the Patreon here…
The Peter Zeihan Podcast SeriesKey Economic Indicators to Watch: Retail Sales || Peter Zeihan
We’re just 3 days away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Wars Without People || Peter Zeihan
We’re less than 1 week away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET. Join the Patreon here…
The Peter Zeihan Podcast SeriesA Ukraine-US Deal? || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesWhat Happens After Trump and Putin Split? || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesCopper Imports Slapped with 50% Tariff || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesTrump and Putin Split, Ukraine Gets Aid Again || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesThe Highs and Lows of Burgum's Energy Strategy || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesElon Musk's America Party || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesTariff Day Is Here, Again! || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesTariffs Hit Brazil + Live Q&A Announcement || Peter Zeihan
We’re excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership…
The Peter Zeihan Podcast SeriesStop Worrying About the BRICS Alliance || Peter Zeihan
The BRICS alliance is like a clown at a five-year-old's birthday party...terrifying when your five, but just kind of weird and sad for all the adults. And if…
The Peter Zeihan Podcast SeriesHere's Why Inflation Isn't a Solution || Peter Zeihan
Would inflation be good for the US? Sure, it could erode some of the federal debt, but if that's the best we can come up with...yikes. Join the Patreon here…
The Peter Zeihan Podcast Series"Made in China" Becomes "Made in Vietnam" || Peter Zeihan
Vietnam has been clawing its way up the American import leaderboard. With Trump's July 9 tariff decision-day quickly approaching, let's look at why Vietnam is…
The Peter Zeihan Podcast SeriesWhy Do the Democrats Keep Losing Ground? || Peter Zeihan
The future of the Democratic Party in the US isn't looking too bright. When strategy and targeting don't change for over half a century, I suppose that's what…
The Peter Zeihan Podcast SeriesXi Purges Chinese Military of Corruption…Kinda || Peter Zeihan
Xi Jinping's ongoing anti-corruption campaign has just found and purged its eighth CMC member, General Miao. Join the Patreon here…
The Peter Zeihan Podcast SeriesRebuilding the American Industrial Base, Rare Earths Edition || Peter Zeihan
American reindustrialization was always going to be painful process, but there were several ways to soften that blow; the biggest of which was our trade…
The Peter Zeihan Podcast SeriesThe Art of Trump’s Trade Deal || Peter Zeihan
Robert Lighthizer, the former US Trade Representative during Trump's first term, declined to return for a second term? But why? Join the Patreon here…
The Peter Zeihan Podcast SeriesFinally, a Productive NATO Summit || Peter Zeihan
I don't know what was in the water at the latest NATO summit, but something got Trump to be cooperative. Perhaps it had something to do with Mark Rutte…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Ditching Artillery || Peter Zeihan
Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that. Join…