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 SeriesCoal Remains Essential for US Electricity || Peter Zeihan
Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy. Join the Patreon here…
The Peter Zeihan Podcast SeriesGlobal Economic Growth Patterns (Or Should I Say Decline) || Peter Zeihan
We're looking at some global economic growth patterns today. Unfortunately, we're entering an era with a lot of unknowns. Between collapsing demographics and…
The Peter Zeihan Podcast SeriesDealing With Chinese Drones || Peter Zeihan
Drones are all the rage right now and China is jumping on the bandwagon. With Chinese plans to create over 1 million combat-ready drones within two years…
The Peter Zeihan Podcast SeriesAI Drama: DeepSeek, Nvidia, and China || Peter Zeihan
Join the Patreon here: https://www.patreon.com/PeterZeihan Chinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to develop…
The Peter Zeihan Podcast SeriesTrump's Political Capital Bonfire || Peter Zeihan
Join the Patreon here: https://www.patreon.com/PeterZeihan If you want to access to all the videos as soon as they are released, be sure to join the Patreon…
The Peter Zeihan Podcast SeriesWhat's the US Housing Market Doing? || Peter Zeihan
The US housing market has been through a lot, so what does this current chapter look like? We're going to be looking at several factors impacting the…
The Peter Zeihan Podcast SeriesWind Energy Deserves Some Love || Peter Zeihan
I've bad mouthed solar power enough times for people to know where I stand, but why am I taking it easier on wind power? Join the Live Q&A on Feb. 7 by…
The Peter Zeihan Podcast SeriesThe End of Bipartisan Foreign Policy || Peter Zeihan
After four consecutive presidents adopting a neo-isolationist mentality, the era of bipartisan globalization is coming to an end. So, what will the future of…
The Peter Zeihan Podcast SeriesThe Two-Sided Coin of Russian Sanctions || Peter Zeihan
This video was recorded before Peter left on his New Zealand trip Western sanctions against Russia aim to restrict revenue flows by barring access to Western…
The Peter Zeihan Podcast SeriesThe Failure of Chinese Real Estate || Peter Zeihan
Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem…
The Peter Zeihan Podcast SeriesThe Geopolitics of Climate Change || Peter Zeihan
With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates…
The Peter Zeihan Podcast SeriesTrump, Cartels, Terrorism and...Increasing Migration || Peter Zeihan
Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican…
The Peter Zeihan Podcast SeriesJoin the Patreon for the Live Q&A On Feb. 7
Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The…
The Peter Zeihan Podcast SeriesIt’s time for an update on the war in Ukraine || Peter Zeihan
There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian…
The Peter Zeihan Podcast SeriesBoomers, Xers, and Budgeting || Peter Zeihan
Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and…
The Peter Zeihan Podcast SeriesMilei One Year On || Peter Zeihan
Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time. Join the…
The Peter Zeihan Podcast SeriesIntel Keeps Playing Catch-Up with TSMC || Peter Zeihan
We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up. Join the…
The Peter Zeihan Podcast SeriesThe Next Recession Isn't Here Quite Yet || Peter Zeihan
A potential US recession or depression is always in the back of our minds, but how close are we really? Join the Patreon here…
The Peter Zeihan Podcast SeriesRussia Is Failing Not Failed || Peter Zeihan
Although Russia's military performance in the Ukraine War has been underwhelming, that doesn't mean we can write off the Russians quite yet. This conflict, and…
The Peter Zeihan Podcast SeriesTrump 2.0 - Reindustrialization || Peter Zeihan
Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what it will mean for US reindustrialization. Join…
The Peter Zeihan Podcast SeriesTrump 2.0 - Iran || Peter Zeihan
Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite isolated from the US, so Trump can have a bit more fun with his…
The Peter Zeihan Podcast SeriesTrump 2.0 - China || Peter Zeihan
In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case for certain urban cores, China's national TFR is closer to 1.0…
The Peter Zeihan Podcast SeriesChina Has No Chance || Peter Zeihan
The Chinese are stockpiling resources - food, fuel, and materials - to help it endure a protracted conflict with the US. Is this something to be concerned…
The Peter Zeihan Podcast SeriesCan Venezuela Help Out with a Middle East Oil Shortage? || Peter Zeihan
With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign…
The Peter Zeihan Podcast SeriesTrump 2.0 - NATO || Peter Zeihan
Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense…
The Peter Zeihan Podcast SeriesTrump 2.0 - Russia || Peter Zeihan
As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these…
The Peter Zeihan Podcast SeriesMy Dream Alliance for the US - Part 2 || Peter Zeihan
Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break…
The Peter Zeihan Podcast SeriesTrump Goes A-Conquerin' || Peter Zeihan
Trump just kicked around invading and coercing some allies. Oh boy.... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter…
The Peter Zeihan Podcast SeriesMy Dream Alliance for the US - Part 1 || Peter Zeihan
When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on…
The Peter Zeihan Podcast SeriesBring on the Chinese Investments in LATAM || Peter Zeihan
A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions…
The Peter Zeihan Podcast SeriesIs Federal Regulation Coming to the Texas Power Grid? || Peter Zeihan
That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by…
The Peter Zeihan Podcast SeriesWhy Is Gas So Expensive in California? || Peter Zeihan
Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the…
The Peter Zeihan Podcast SeriesA New American Imperialism? || Peter Zeihan
American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So…
The Peter Zeihan Podcast SeriesTrump's New Grand Strategy || Peter Zeihan
President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this. Join the…
- The Peter Zeihan Podcast Series
Jimmy Carter and Jihad - MNNO's Take
MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy…
The Peter Zeihan Podcast SeriesJimmy Carter's Consequential 4 Years || Peter Zeihan
I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesPlaying Jenga with Maritime Shipping || Peter Zeihan
In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just…
The Peter Zeihan Podcast SeriesArtificial Intelligence Isn't Ready for Mass Application || Peter Zeihan
Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware…
The Peter Zeihan Podcast SeriesOne Ship Inspection Could Unravel Global Maritime Shipping || Peter Zeihan
The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may…
The Peter Zeihan Podcast SeriesThe Russian Navy Leaves Syria for Benghazi... || Peter Zeihan
There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is…
The Peter Zeihan Podcast SeriesThe Chinese Cut Off Drone Exports || Peter Zeihan
The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular…
The Peter Zeihan Podcast SeriesThe Future of Singapore || Peter Zeihan
From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond. Join the Patreon here…
The Peter Zeihan Podcast SeriesThere Goes the Canadian Government || Peter Zeihan
Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of…
The Peter Zeihan Podcast SeriesIsrael’s Strategy for Iranian Nukes || Peter Zeihan
With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams? Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Future of Syria and Turkey's Role || Peter Zeihan
The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a…
The Peter Zeihan Podcast SeriesThe Americans Didn't Vote With Their Wallets || Peter Zeihan
Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in…
The Peter Zeihan Podcast SeriesRed Strings in Romania
The most recent presidential election in Romania has been annulled, and surprise, surprise, it's because of the Russians. Join the Patreon here…
The Peter Zeihan Podcast SeriesThe Syrian Consequence: Iran Goes "Defensive” || Peter Zeihan
Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad…
The Peter Zeihan Podcast SeriesThe Syrian Consequence: Israel's Opportunity || Peter Zeihan
The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning. Join the…
The Peter Zeihan Podcast SeriesThe Syrian Consequence: Russia's Withdrawal || Peter Zeihan
Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the…
The Peter Zeihan Podcast SeriesToppling Assad: Hayat Tahrir al-Sham’s Fragile Grip on a Divided Syria
The Syrian rebel group Hayat Tahrir al-Sham has succeeded in toppling the Assad regime. Join the Patreon here: https://www.patreon.com/PeterZeihan Full…
The Peter Zeihan Podcast SeriesCan Mar-a-Lago Solve the Leadership Vacuum in Europe || Peter Zeihan
The Europeans are having a bit of a leadership crisis at the moment, and it's coming at an inopportune time... Join the Patreon here…
The Peter Zeihan Podcast SeriesThe German Failure & Volkswagen || Peter Zeihan
The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with…
The Peter Zeihan Podcast SeriesKorean Martial Law Starts (and Ends) || Peter Zeihan
South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last…
The Peter Zeihan Podcast SeriesWhy the Russians Need Georgia and the Caucasus || Peter Zeihan
Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that…
The Peter Zeihan Podcast SeriesSyria Breakdown: What Led Them to This? || Peter Zeihan
This is a compilation of videos outlining what led Syria to Civil War... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter…
The Peter Zeihan Podcast SeriesTSMC's Semiconductor Production in the USA || Peter Zeihan
I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be…
The Peter Zeihan Podcast SeriesWhy I'm Worried About Fentanyl in the US || Peter Zeihan
When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit…
The Peter Zeihan Podcast SeriesTrump Tariffs Part 2 - Canada and Mexico || Peter Zeihan
Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst…
The Peter Zeihan Podcast SeriesTrump Tariffs Part 1 - China || Peter Zeihan
The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but…