The Jay Martin Show Peter Zeihan: In the Next 10 Years, China Will Collapse
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Oct 25, 2025 
In this engaging discussion, Peter Zeihan, a geopolitical analyst and author of The End of the World Is Just the Beginning, shares his provocative insights on China's impending collapse. He argues that demographic challenges will dismantle China's economic model within a decade and explores whether automation can rescue its workforce. The conversation also touches on the U.S. reassessing its global role, the symbolic nature of alliances like SCO and BRICS, and which nations might thrive in a deglobalized world. Zeihan's predictions challenge conventional thinking on global dynamics.
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China's Manufacturing Dominance Was Built, Not Natural
- China centralized rare-earth processing and global manufacturing by subsidizing dirty, input-intensive industries.
- Peter Zeihan warns that China's demographic collapse forces the world to rebuild processing and manufacturing capacity domestically.
China's Demographic Cliff Is Imminent
- China now has more people over 54 than under, and Zeihan predicts its economic model will fail within about ten years.
- He argues this demographic collapse will force global re-shoring of manufacturing and processing.
Build Infrastructure, Don't Just Tariff Imports
- Do not rely on tariffs alone to rebuild domestic industry because they don't create the needed infrastructure.
- Incentivize onshore industrial construction rather than just taxing imports.
