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 SeriesThe Revolution in Military Affairs: USS Nimitz || Peter Zeihan
This video was recorded back in April of this year, hence the snow. The Nimitz is making its final voyage (with a recent detour to the Middle East), before…
The Peter Zeihan Podcast SeriesThe US Strikes Iran's Nuclear Facilities || Peter Zeihan
Over the weekend, the US launched a major airstrike on Iran, targeting critical nuclear sites. We don't know the extent of the damage as of yet. Join the…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Naval Advances || Peter Zeihan
Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts. Join the…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Europe's Future || Peter Zeihan
Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the future of Europe's military strategy look…
The Peter Zeihan Podcast SeriesIsrael’s Uncertain Endgame in Iran || Peter Zeihan
Israel and Iran are still in the thick of an air war, which is really their only option given the several countries between them. But are things going to ramp…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Weapons Sales || Peter Zeihan
Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do…
The Peter Zeihan Podcast SeriesWhat is Israel's Victory Condition in Iran? || Peter Zeihan
Israel and Iran are still going at it, but things have not significantly escalated. Here's a breakdown of the situation and what could come next. Join the…
The Peter Zeihan Podcast SeriesOil Markets Aren't Worried About Iran || Peter Zeihan
With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out…
The Peter Zeihan Podcast SeriesIsrael Launches Attack on Iranian Nuclear Sites || Peter Zeihan
Israel has launched a significant military campaign against Iran, primarily targeting nuclear facilities. Let's break down the targets, impacts, and what's…
The Peter Zeihan Podcast SeriesWatch This Number for Recession Indicators || Peter Zeihan
Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could be coming. Join the Patreon here…
The Peter Zeihan Podcast SeriesTrump Calls in the Marines for California's Protests || Peter Zeihan
Anyone remember that 2011 movie called Battle Los Angeles? It's beginning to look a lot like that again, just with a different kind of aliens this time. Join…
The Peter Zeihan Podcast SeriesThe Revolution in Military Affairs: Series Intro || Peter Zeihan
Today, we're launching into our new series on the future of military affairs. Before we get into what is coming, let's first discuss what past revolutions in…
The Peter Zeihan Podcast SeriesMusk Pulls the Carpet Out from Under DOGE || Peter Zeihan
The leader of DOGE (aka Elon Musk) has fallen from grace with President Trump and the rest of the agency is crumbling behind him. So, where does this leave the…
The Peter Zeihan Podcast SeriesTrouble in MAGA Paradise || Peter Zeihan
America's “favorite” couple is breaking up...and doing so very publicly. I guess there just wasn't enough room for two egotistical divas in the relationship…
The Peter Zeihan Podcast SeriesShould the US Military Invade Mexico? || Peter Zeihan
With rising violence in Mexico, is it time that the US military steps in? To quote Michael Scott, "No God please no!" Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Demographic Crisis in Russia || Peter Zeihan
The Russian demographic crisis is worsening. So, let's look at the long-term structural, social, and economic problems, as well as some of the more recent…
The Peter Zeihan Podcast SeriesFinally, Some Clarity on US-China Relations || Peter Zeihan
It's a bird, it's a plane, it's...some long-awaited clarity on US-China relations. Here are the two major developments that we're tracking and what they mean…
The Peter Zeihan Podcast SeriesWhat's Up with the Middle East: Saudi Oil Slips || Peter Zeihan
Oil has been the secret sauce for the Middle East for ages, but that's beginning to change. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesUkraine Strikes Russian Strategic Bombers || Peter Zeihan
Ukraine just did more to enhance American national security than any country since 1945. Here's what went down... Join the Patreon here…
The Peter Zeihan Podcast SeriesCoping Mechanisms 101: The "TACO" Trade || Peter Zeihan
I won't ramble on about Trump's chaotic trade policy because you're all aware of that. However, there are some interesting updates to share. Join the Patreon…
The Peter Zeihan Podcast SeriesWhat's Up with the Middle East: Syrian Dysfunction || Peter Zeihan
Next up in the Middle East series is Syria. They're enjoying a calm period right now, but the new President, Ahmed al-Sharaa, is walking on eggshells to avoid…
The Peter Zeihan Podcast SeriesWhat's Up with the Middle East: Turkish Dominance || Peter Zeihan
We're moving onto the region’s most dominant country - Turkey. Sitting at the crossroads of Europe, the Middle East, and the Caucasus, Turkey's military…
The Peter Zeihan Podcast SeriesWhat's Up In the Middle East: Israel's Future || Peter Zeihan
We're kicking off a short new series on the Middle East. Of course, we must begin with the country on everyone's mind - Israel. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Future of Tourism: Part 2 || Peter Zeihan
We're continuing our discussion on the future of tourism with a few new regions. Today we'll be looking at some at-risk European countries, an unstable Middle…
The Peter Zeihan Podcast SeriesThe Future of Tourism: Part 1 || Peter Zeihan
If you've followed me for a while, you'll know that I take my travel very seriously. Unfortunately, it seems that my work keeps crawling its way into my…
The Peter Zeihan Podcast SeriesAmerica’s Processing Crisis: Racing China's Decline || Peter Zeihan
One of the biggest challenges to US reindustrialization isn't the raw materials, it's the lack of processing infrastructure to convert those raw materials into…
The Peter Zeihan Podcast SeriesThe Future of Piracy (ARRRGH!) || Peter Zeihan
As the US withdraws from its position as global protector of the seas, will the age of pirates return once more? Okay, maybe Blackbeard won't be making a…
The Peter Zeihan Podcast SeriesDid Trump Just Wreck US-India Relations? || Peter Zeihan
With tensions rising in India and Pakistan, it was only a matter of time before Trump had to step in and put his foot in his mouth. Basically, what happened is…
The Peter Zeihan Podcast SeriesIran Snuggles Up with the Houthis in Yemen || Peter Zeihan
Yemen, despite all the odds being stacked against it, has recently become strategically significant. Join the Patreon here: https://www.patreon.com/PeterZeihan…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: How Do You Lose 100 Million People?
Over 100 million people are missing in China!? No, the Chinese aren't playing the world's largest game of hide and seek, instead there's widespread fraud in…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Xi's Power Chokehold
Xi Jinping continues to push China closer and closer to that scary edge they've been staring at for quite some time. So, what will the fall of China look like?…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: China's First Domino
As the pressure within the Chinese system continues to mount, you can expect to see signs as the first few things begin to crack. Those first pieces to slip…
The Peter Zeihan Podcast SeriesAging Populations and Which Countries Look the Worst || Peter Zeihan
Note: This video was recorded during Peter's hiking trip in 2024 Many countries are on the brink of crisis. No, I'm not talking about political issues or…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: The “Deal" With the Chinese
Trade tensions are taking their toll on an already fragile Chinese system. The US is dealing with self-sufficiency problems, but for China, it is an…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Chinese Edition Intro
Today, we're launching into the next phase of our "Fire Hose of Chaos” series, shifting our focus from the US and onto China. Trust me, there will be no…
The Peter Zeihan Podcast SeriesThe Question of Leadership…And Management || Peter Zeihan
Everyone gets mad at me for critiquing the leader that they like, but listen...I'm out here roasting everybody. Whether it's Obama, Trump, Xi Jinping, or…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: American Brands
Many of America's most beloved brands rely on Chinese manufacturing, but what happens when that goes away? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Russians Continue Stirring the Romanian Pot || Peter Zeihan
Romania just held its second attempt at the first round of presidential elections, after the initial round was invalidated due to Russian interference. Looks…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Agriculture
US agriculture is heading towards a major crisis, and yes, Trump's trade policies are to blame for this as well. Many of the US ag export markets are closed…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: The Fed
Jerome Powell has been on the receiving end of Trump's threats and the markets have reacted negatively to the undermining of the Fed's credibility. Here's the…
The Peter Zeihan Podcast SeriesThe Night the Lights Went Out in Geor- er, Spain || Peter Zeihan
On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Recession Time
What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Housing Problems
Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Steel and Aluminum
The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Finance
The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Port Fees
Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships. Join the Patreon here…
The Peter Zeihan Podcast SeriesWill New Zealand Dive or Thrive? || Peter Zeihan
In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the…
The Peter Zeihan Podcast SeriesA Concerning Update to the Russian Reach Series || Peter Zeihan
Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: The Green Transition Is Over
The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Government Debt
With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: What Is Hegseth Doing?
Pete Hegseth, the current Secretary of Defense, has been doing his best to completely dismantle the United States' ability to fight a war now or in the future…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Corruption || Peter Zeihan
The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I'm not talking about starting a cryptocurrency or…
The Peter Zeihan Podcast SeriesWhy There's No Fentanyl in Easter Eggs This Year || Peter Zeihan
US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Bye-Bye De Minimis
The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Don't Expect Many Trade Deals
The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this…
The Peter Zeihan Podcast SeriesThe Fire Hose of Chaos: Wait, The Recession Is Already Here?
What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a…
The Peter Zeihan Podcast SeriesShould the US Stay in the Middle East? || Peter Zeihan
Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the…
The Peter Zeihan Podcast SeriesI Hope You Didn't Want to Buy a Home || Peter Zeihan
Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating…
The Peter Zeihan Podcast SeriesIs Trump Playing 4D Chess? || Peter Zeihan
If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one…
The Peter Zeihan Podcast SeriesOf Tariffs, Manufacturing and PSAs || Peter Zeihan
The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple…