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
4 snips
Feb 1, 2025 • 3min
The Two-Sided Coin of Russian Sanctions || Peter Zeihan
Explore the intricate world of Russian sanctions and their effective implementation. The discussion highlights the Shadow Fleet's tactics for evading restrictions and the domino effect this has on global supply chains. Additionally, consider the implications of targeting older vessels to enforce these sanctions further. The conversation sheds light on the complex interplay between geopolitical actions and market dynamics.
25 snips
Jan 31, 2025 • 19min
The Failure of Chinese Real Estate || Peter Zeihan
China's real estate market is facing a potential crisis, shifting from a safe investment to one of oversupply. Historical governance dynamics have led to significant declines in property values, revealing flaws in the centralized economic model. With local governments struggling to provide essential services amid declining birth rates and migration challenges, the risk of economic collapse looms large. The podcast highlights the stark contrast between official claims and the underlying economic reality, painting a troubling picture for China's future.
5 snips
Jan 30, 2025 • 7min
The Geopolitics of Climate Change || Peter Zeihan
Explore the intriguing connections between climate change and geopolitics. Discover how Arctic shipping routes are evolving due to melting glaciers. Learn about the implications of resource exploitation in these changing landscapes. It also highlights the agricultural challenges posed to wheat production. The discussion reveals the long-term impacts of these shifts, making for a thought-provoking examination of our future.
13 snips
Jan 29, 2025 • 6min
Trump, Cartels, Terrorism and...Increasing Migration || Peter Zeihan
The classification of Mexican cartels as terrorist groups by the Trump administration ignites discussion about its surprising fallout on narcotics perception and finance. The podcast delves into the fentanyl crisis, contrasting it with traditional drug trade challenges while unraveling smuggling methods from China. It also highlights the unintended effects of border policies, revealing how efforts to curb illegal migration have paradoxically increased the number of asylum-seekers and raises crucial questions on leadership's understanding of immigration complexities.
Jan 28, 2025 • 2min
Join the Patreon for the Live Q&A On Feb. 7
Exciting news about an upcoming Live Q&A! Listeners are encouraged to join the Analyst tier on Patreon to participate and submit questions. It’s not just about engaging discussions; subscription fees will support the Los Angeles Food Bank, addressing pressing environmental issues. It’s a perfect way to contribute while getting involved in a vibrant community conversation!
20 snips
Jan 28, 2025 • 9min
It’s time for an update on the war in Ukraine || Peter Zeihan
The ongoing conflict in Ukraine takes center stage, focusing on the significance of Pokrovsk and the dynamics in Kursk province. North Korean troops are struggling with high casualties while Ukraine ramps up drone attacks on Russian oil facilities. The effects of recent U.S. and EU sanctions on Russian oil are also discussed. Additionally, strategies to disrupt Russian supply chains reveal an ongoing battle to weaken their military capabilities. The geopolitical landscape continues to shift as NATO's role evolves in response to these developments.
9 snips
Jan 27, 2025 • 11min
Boomers, Xers, and Budgeting || Peter Zeihan
The podcast delves into the economic role of Generation X amidst the shadows cast by Baby Boomers. It highlights the unique financial challenges Gen X faces, including a shrinking workforce and increasing responsibilities. Listeners learn about current wage advantages due to labor shortages, while also examining potential future burdens as Millennials rise to power and push for budgetary reforms. A thought-provoking discussion on how these demographic shifts will shape America's economic landscape.
11 snips
Jan 26, 2025 • 7min
Milei One Year On || Peter Zeihan
Javier Milei's first year as Argentina's President is assessed, highlighting his political and economic reforms amidst significant challenges. The podcast delves into Argentina's journey from prosperity to hyperinflation and the ongoing need for structural changes. Optimism arises from favorable agricultural conditions, yet the importance of stable leadership and clear investment strategies is emphasized. Listeners are cautioned against oversimplifying the complexities of Argentina's political landscape compared to other nations, particularly the U.S.
5 snips
Jan 25, 2025 • 6min
Intel Keeps Playing Catch-Up with TSMC || Peter Zeihan
Intel faces a uphill battle in the semiconductor arena, struggling to regain its dominance against rival TSMC. The podcast highlights the fierce competition, emphasizing how major players like Samsung influence the landscape. It also unpacks the essential distinction between semiconductor design and fabrication, showcasing the need for collaboration in the U.S. The discussion reveals Intel's strategic moves and the challenges posed by a fluctuating supply chain, making it a captivating exploration of tech's cutting-edge dynamics.
6 snips
Jan 24, 2025 • 7min
The Next Recession Isn't Here Quite Yet || Peter Zeihan
The discussion revolves around the current stability of the U.S. economy, debunking fears of an imminent recession. It highlights millennial consumption trends and an industrial boom as positive indicators. A critical analysis of potential risks due to a declining Chinese economy is also presented. The conversation warns of the urgent need to boost industrial capacity to avoid severe shortages and inflation, which could create recession-like conditions, even if not formally recognized.
