The Russians Suck in Electronics

In the world of geopolitics, there are those that decide, and those that recommend. While it is debatable who wields more actual power, it is clear that the number of advisers, consultants, analysts, strategists and self-appointed experts clearly outweighs that of the policy makers. Peter Zeihan, a unique blend of the recommender class, has made a mark recently in business circles for his sweeping forecasts concerning broad reaching topics such as energy, supply chains, military strategy, and the devolution of the globalist world order. Tonight, after we catch up on some Halloween discourse, we speculate as to the motivations of Mr. Zeihan, as well as the implications of what he and his backers seem to see as the transformation of American leadership as the trade and security arrangements of the post-war era break down.

Myth of the 20th Century – Episode 245 – Zeihan – After Dark – The Collapse of Globalization

— References —

• Great Book of Modern Warplanes, Gunston (1988)
• Accidental Superpower, Zeihan (2014)
• Absent Superpower, Zeihan (2017)
• Disunited Nations, Zeihan (2020)
• The End of the World is Just the Beginning, Zeihan (2022)
• Here’s how the Nord Stream gas pipelines could be fixed, Stokel-Walker (2022) – https://www.technologyreview.com/2022/10/03/1060558/heres-how-the-nord-stream-gas-pipelines-could-be-fixed/amp/
• Globally critical chip firm tells U.S. staff to stop servicing China customers after Biden export curbs, Kharpal (2022) – https://www.cnbc.com/2022/10/13/biden-chip-curb-asml-stops-us-staff-from-servicing-customers-in-china.html
• China and Semiconductors, Zeihan (2022) – https://zeihan.com/china-and-semiconductors/
• BASF seeks ‘permanent’ cost cuts at European operations, Burger (2022) – https://www.reuters.com/markets/europe/basf-says-european-operations-need-be-cut-size-permanently-2022-10-26/