Robinson's Podcast 253 - Peter Zeihan: China’s Fall, America’s Rise, and the End of the World Order
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Jun 22, 2025 
Peter Zeihan, a savvy geopolitical analyst and best-selling author, dives into the shifting global landscape. He discusses how China’s declining birth rate threatens its economic stability and the implications for global power dynamics. Zeihan also highlights the necessity for U.S. immigration reform to bolster economic growth. The conversation touches on the rise of AI, the limitations of traditional military tech like the F-35, and the fragility of globalization. With Trump’s tariffs at the forefront, Zeihan predicts deepening tensions around the world.
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2019: End of US World Order
- The American-led world order ended around 2019 due to strategic missteps and demographic shifts.
- Globalization's collapse and retiring boomers mark an irreversible shift to disorder.
Global Demographic Declines
- Demographic decline is global and irreversible; no country has rebounded once birth rates drop below replacement.
- The US remained an outlier with higher birth and immigration rates until recently, delaying demographic crisis until 2070-2080.
Limits of AI's Economic Impact
- Despite the rise of AI, economic models based on capital-labor relations will require decades to evolve.
- AI advancements won't eliminate fundamental material and supply chain constraints soon.
