The Peter Zeihan Podcast Series Trump 2.0 - Reindustrialization || Peter Zeihan
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Jan 22, 2025 Explore the economic and demographic challenges looming over China, including declining birth rates and workforce shortages. Discover how these issues may impact U.S. reindustrialization efforts. Delve into the implications of potential political shifts and the urgent need for the U.S. to strengthen its industrial base. Unpack how these factors intertwine and shape future geopolitical dynamics.
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China's Collapse
- China's demographics are collapsing, leading to economic and potentially civilizational breakdown.
- Peter Zeihan predicts an economic collapse within a decade and a national breakdown within 20 years.
Trump and Biden on China
- Trump and Biden have similar stances on Chinese trade, focusing on tariffs and preventing tech transfer.
- China's traditional response to demographic collapse involves printing currency, industrial expansion, and exports.
Reindustrialization Strategy
- Use tariff income to underwrite industrial plant construction in the US, starting with processing and moving to sophisticated manufacturing.
- This addresses the potential gap left by China's decline.