The Peter Zeihan Podcast Series The Future of Tourism: Part 2 || Peter Zeihan
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Jun 3, 2025 Delve into the challenges of aging populations in Europe and the Middle East's geopolitical instability. Discover potential financial crises linked to demographic shifts and the impact of deglobalization on oil-dependent nations. Learn how global dynamics are reshaping tourism, offering new opportunities for North Africa while complicating the situation for Persian Gulf countries. Unpack Israel's import reliance and the need for a fresh security alliance with Turkey, along with the diverse economic scenarios unfolding in Southeast Asia.
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Europe's Demographic and Industrial Decline
- Europe faces demographic collapse with aging populations in Germany and Italy.
- Industrial and social systems will collapse as fewer people support the welfare state.
Tourism Risk in Eastern Europe
- Russia and Ukraine are unsafe for tourism due to conflict.
- The entire region from Estonia to Bulgaria faces risk if Russia expands.
Middle East's Economic and Security Challenges
- Middle Eastern economies depend heavily on oil income and external patronage.
- Deglobalization threatens oil transport security, endangering the region's stability and tourism potential.