The Peter Zeihan Podcast Series
Peter Zeihan
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
Episodes
Mentioned books
5 snips
Oct 8, 2025 • 3min
And You Thought the Jones Act Was Dumb... || Peter Zeihan
Discover the surprising impact of tariffs on semi-trucks, which carry a staggering 90% of U.S. cargo. Find out how the Jones Act historically shifted freight from water to trucks, creating lasting consequences for transport costs. Learn about the new 100% tariff on trucks and its ripple effects on American workers and companies. Understand which regions benefit from proximity to mega-ports, escaping the brunt of these rising costs. This lively discussion opens your eyes to unexpected national security implications tied to everyday goods.
5 snips
Oct 7, 2025 • 5min
Testing NATO (Trump and Europe Prepare for the Worst) || Peter Zeihan
Tensions escalate as Russian drones invade NATO airspace, prompting President Trump to advocate for a shoot-down policy. Peter Zeihan explores Russia's strategic motives and the deficiencies of drone capabilities in a potential large-scale invasion. He assesses NATO's military readiness and the political will among European leaders to respond forcefully. Meanwhile, Europe seeks to enhance defense cooperation amid growing threats, all while cautioning against the risks of independent rearmament without U.S. support.
8 snips
Oct 6, 2025 • 5min
Say Goodbye to the World's Trade Routes || Peter Zeihan
In a world on the brink of trade route upheaval, the podcast explores which paths will crack first. Southeast Asian corridors, particularly the Malacca–Lindas route, are poised for stability, while the Persian Gulf faces imminent threats due to geopolitical tensions. The fate of the Baltic Sea hangs in the balance, tied intricately to the ongoing Ukraine conflict. As alliances shift and globalization wanes, the podcast dives deep into the precarious landscape of global trade and its uncertain future.
19 snips
Oct 3, 2025 • 3min
What Does a Post US NATO Look Like? || Peter Zeihan
The discussion opens with insights on the US stepping back from NATO and its implications for Europe. France emerges as a potential leader with its military strengths and growing population. Poland's impressive demographic trends and defense advancements are highlighted, especially in the context of the Ukraine conflict. The podcast also explores Scandinavia's stable and financially independent defense capabilities. Ultimately, France, Poland, and Sweden are identified as pivotal players in shaping Europe's future military landscape.
7 snips
Oct 2, 2025 • 11min
The Most Violent Chapter of Israel and Palestine || Peter Zeihan
Dive into the intricate and heated dynamics of the Israel-Palestine conflict, where recent escalations have shocked many. Explore the Israeli invasion of Gaza and the reports of violence spilling into the West Bank. Discover the global reactions and the implications of U.S. political dysfunction on the situation. Understand how media narratives shape perceptions and the challenges in finding a practical solution. With tensions rising, the conversation grapples with the responsibilities of leadership and the hardline strategies at play.
12 snips
Oct 1, 2025 • 7min
Immigration and Tariff Policies Stunt US Economy || Peter Zeihan
Trump-era policies are squeezing the US economy like a force choke. Explore how immigration pathways have been drastically reduced, impacting migration flows. Learn about the rising costs of enforcement targeting non-criminal migrants and dwindling H-1B approvals. Discover the implications of the historic population decline on labor and employment. With tariffs on goods soaring, prices are expected to rise, especially in manufacturing. Tune in to understand how these factors collectively signal an impending economic adjustment.
10 snips
Sep 30, 2025 • 4min
Saudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan
Saudi Arabia and Pakistan have forged a surprising mutual defense treaty, prompting questions about the rationale behind such an alliance. The discussion dives into Saudi expectations of nuclear support from Pakistan, and why this might be unrealistic. Historical parallels reveal how past alliances led to larger conflicts, while the dynamics of nuclear weapons challenge conventional diplomacy. With the U.S. stepping back, new regional tensions are giving rise to unconventional pacts, signaling a dramatic shift in international relations.
Sep 29, 2025 • 5min
The Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan
Discover the escalating challenges facing Russia's oil network amidst the ongoing Ukraine conflict. Recent drone attacks are targeting deeper inside Russian territory, significantly damaging refining capabilities. A critical pipeline nexus is at risk, threatening millions of barrels daily. With Baltic ports seeing exports slashed, the fragmented export infrastructure struggles under pressure. Seasonal risks also loom, as winter may freeze wells, exacerbating repair delays. The situation is fluid, hinting at a looming collapse of the Russian oil system.
Sep 26, 2025 • 4min
Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan
Nvidia's blockbuster $5 billion purchase of Intel stock raises questions about its true impact. The discussion highlights why Intel is viewed as second-tier compared to TSMC, despite being a major player. A deep dive into the complex processes of chip design and fabrication reveals the real challenges ahead. Examining NVIDIA’s motivations, it's clear that this investment won’t accelerate Intel’s technology upgrades. The podcast clarifies the crucial distinction between chip design and manufacturing, emphasizing the limitations of NVIDIA’s stake.
19 snips
Sep 25, 2025 • 6min
The Swiss Are Screwed || Peter Zeihan
Switzerland's long-standing neutrality is now a liability, as military readiness declines. The once-secretive banking system crumbled under international pressure, while the strong franc puts Swiss manufacturing and agriculture at risk. The shift towards luxury goods and pharmaceuticals highlights their struggle for competitiveness. However, looming US tariffs threaten their pharmaceutical industry. Three survival paths emerge: appease the US, relocate production, or join the EU, despite the drastic constitutional changes that would entail.
