
The Peter Zeihan Podcast Series Markets Drop After Fed Rate Cut || Peter Zeihan
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Nov 7, 2025 The Fed's recent interest rate cut of 0.25% did not provide the expected boost, resulting in a market drop. The discussion highlights the impact of retiring baby boomers on capital supply and the challenges posed by domestic policy dysfunction. Peter explores how historically low rates may fall short without foreign capital influx and warns of midterm inflation risks. An unprecedented global demographic shift adds another layer of uncertainty to the economic landscape.
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Rate Cut Won't Fix Slowing Economy
- The US economy is clearly slowing with job-market stress and manufacturing declines.
- Demographic shifts and capital reallocation mean rate cuts may not stimulate investment the way they used to.
Tariff Chaos Discourages Investment
- Tariff instability from the administration has created policy chaos that discourages business investment.
- Businesses delay spending because they cannot predict rules or costs going forward.
Don't Count On Quick Policy Fixes
- Expect policy responses only after tangible crises force action, not preemptively.
- Factor delayed government fixes into investment and planning decisions.
