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
Jan 6, 2026 • 4min
The US Economy Is (Kind of, Sort of) Growing || Peter Zeihan
Recent data shows the U.S. economy is growing faster than expected, but a closer look reveals some troubling trends. Industrial construction spending is falling, signaling a need for more investment. Data centers inflate industrial activity despite their high costs. Aggregate consumption seems steady, yet it's uneven, with the top 10% driving half of all spending. Overall growth appears lopsided and heavily reliant on bubble-prone sectors, raising concerns about economic fragility and policy-driven uncertainty.
10 snips
Jan 5, 2026 • 5min
US Foreign Policy After Trump || Peter Zeihan
Exploring the chaotic future of US foreign policy post-Trump reveals a country devoid of strategic direction. Demographic shifts are set to reshape economic needs, complicating foreign relations. The collapse of bipartisan consensus has left no clear plan in its wake. Key planning offices weakened during Trump's tenure have hampered strategic foresight. Peter warns that without thoughtful policies, conflicts may escalate. He forecasts a turbulent decade ahead, hinting at the potential for new political forces to rise.
22 snips
Jan 2, 2026 • 3min
Saving China: Three-Child Policy || Peter Zeihan
The discussion dives into China's demographic crisis and explores the limitations of the Three-Child Policy. It argues that mandatory policies would disrupt urban life and economic stability. The current age structure makes a quick population recovery unlikely. The idea of using sci-fi cloning as a solution is presented as a humorous yet intriguing option. Ultimately, traditional recovery is projected to take at least two decades, leaving listeners pondering the long-term implications.
5 snips
Jan 1, 2026 • 7min
Syria Turns Violent...Again || Peter Zeihan
The discussion dives into why US forces remain in Syria despite recent violence. Geographical challenges and weak governance empower ISIS to persist and adapt. It explores the political chaos post-Iraq invasion and the civil war's role in creating a vacuum for ISIS. Moreover, it analyzes how certain actions temporarily suppressed ISIS and why it has resurfaced after Assad's fall. Finally, the conversation highlights that long-term stabilization in Syria likely requires significant intervention from superpowers like Russia, the US, or Turkey.
Dec 31, 2025 • 4min
World's Largest Nuclear Plant Coming Back Online in Japan || Peter Zeihan
Japan is reigniting the world’s largest nuclear power plant after a lengthy shutdown. The conversation dives into the lessons learned from the Fukushima disaster and the coastal vulnerabilities posed by earthquakes and tsunamis. Discussed are Japan's rigorous safety reviews and how its unique geography has shaped independent, localized energy systems. The return of nuclear energy promises increased resilience and flexibility in Japan’s energy landscape, positioning the country advantageously in a disconnected global market.
13 snips
Dec 30, 2025 • 5min
The Beginning of the End of the Shadow Fleet || Peter Zeihan
Discover the intriguing world of the Shadow Fleet, a network using shell companies to navigate sanctioned oil transport. Learn about recent U.S. confiscations of Venezuelan tankers and the decline in Venezuelan oil exports. Hear how Ukrainian drone attacks are targeting these vessels, raising insurance risks. Delve into the implications of a potential tanker shortage on global crude prices, and the startling possibility of Russia's militarization of the fleet. Brace for a multi-phase oil shock that could reshape the energy landscape.
7 snips
Dec 29, 2025 • 4min
Help Wanted - The US Needs More Workers || Peter Zeihan
The U.S. labor market faces challenges with questionable job growth data and disruptions from government shutdowns. Demographic shifts, including retiring baby boomers, contribute to a tightening workforce. Employers experiment with AI in hiring, raising questions about the future of human labor. Anti-immigration policies exacerbate these issues, restricting the labor pool. As the available workforce shrinks, there's a pressing need for productivity gains, possibly through technology. Overall, these trends may lead to rising inflation.
5 snips
Dec 26, 2025 • 4min
Sub-Sea Drone Strike on Russian Sub || Peter Zeihan
Ukraine claims a subsea drone strike has damaged a Russian Kilo-class submarine in Novorossiysk, raising eyebrows amidst evidence uncertainty. Peter Zeihan delves into how even minor damage can render subs inoperative, while the ongoing attacks in Crimea limit Russia's refit capacity. He discusses the strategic implications for Russian naval operations, predicting a potential collapse of their Black Sea Fleet if Novorossiysk becomes untenable. The conversation also explores possible delivery methods for the drone and the limitations of these underwater technologies.
15 snips
Dec 25, 2025 • 3min
The Beginning of Venezuela's End || Peter Zeihan
A naval blockade has begun affecting Venezuela's critical oil export ports, marking a significant shift in the region's political landscape. With exports dropping to zero, the nation's economy faces a devastating collapse, risking widespread food riots and escalating unrest. The discussion highlights the strategic importance of Port Jose and the potential long-term loss of Venezuelan oil, which could ripple through global energy markets. There's also a warning about rising tensions due to Venezuela's heavy armament, complicating efforts for stabilization.
6 snips
Dec 24, 2025 • 6min
Ukraine War Peace Talks || Peter Zeihan
Peace talks between Ukraine and Russia are moving rapidly but lack direction, primarily due to rushed U.S. efforts. Key issues include Trump's drive for a quick deal and a focus on superficial details. The appointment of Steve Witkoff raises concerns about his inexperience in foreign affairs. As negotiations evolve, Russia's rejection of foreign troops complicates matters, leading to proposals for bilateral guarantees instead of NATO membership. The potential for broader conflict looms as the cycle of negotiations risks repeating without a fresh approach.
