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
May 8, 2025 • 6min
The Fire Hose of Chaos: Housing Problems
The discussion kicks off with the significant impact of labor costs on housing, particularly highlighting the reliance on immigrant workers in construction. It explores how policy changes might shake the housing market's stability. The conversation then shifts to the soaring costs of essential materials like wood and steel, driven by tariffs, and how this affects homeownership and mortgage rates. Challenges tied to affordability and availability of housing create a tumultuous landscape, comparable to the tale of the Three Little Pigs versus the Big Bad Wolf.
4 snips
May 7, 2025 • 5min
The Fire Hose of Chaos: Steel and Aluminum
Delve into how tariffs have disrupted the steel and aluminum markets, turning them into chaotic landscapes. Discover the stark contrasts between recycled and virgin steel and how policies shape these industries. The conversation highlights the struggles of boosting production amid rising costs, along with the broader implications for the American economy. Buckle up for a fiery discussion on the wildfires and smoldering supply chains!
May 6, 2025 • 10min
The Fire Hose of Chaos: Finance
The looming capital crunch is upon us, driven by Baby Boomers retiring and shifting trade policies. Delve into the turbulence facing the U.S. economy, where credit costs and capital supply are under pressure. Discover how international relations are affected by tariff policies. Additionally, explore how demographic and political shifts in Europe, China, and the Middle East impact global capital flows, while the U.S. remains an attractive investment destination despite uncertainties.
May 5, 2025 • 4min
The Fire Hose of Chaos: Port Fees
In a recent discussion, the focus is on the Trump administration's new port fees for Chinese ships. Experts analyze how these tariffs could disrupt port operations and the potential ripple effects on international trade. Additionally, the conversation dives into inefficiencies within the U.S. defense sector, exploring how they impact shipbuilding and overall costs. It's a deep dive into the intersection of trade policy and defense logistics, shedding light on some major economic implications.
May 3, 2025 • 7min
Will New Zealand Dive or Thrive? || Peter Zeihan
Exploring New Zealand's economic trajectory, the conversation dives into its agricultural future amidst global changes. The host emphasizes adapting production strategies in response to deglobalization. Key trade relationships, especially with the U.S. and Southeast Asia, play a pivotal role in enhancing exports. Will New Zealand find ways to thrive in this shifting landscape, or will it face significant challenges ahead?
May 2, 2025 • 9min
A Concerning Update to the Russian Reach Series || Peter Zeihan
Recent Russian efforts to invade American politics raise serious concerns. A focus on Signalgate reveals substantial vulnerabilities in national security communication. The podcast delves into how Russian propaganda is reshaping narratives in Canada, affecting U.S. political alliances like NATO. It also highlights the unsettling connections between political figures and media, discussing a controversial advisor’s influence on the press. The conversation underscores the alarming shift towards a manipulated media landscape.
5 snips
May 1, 2025 • 5min
The Fire Hose of Chaos: The Green Transition Is Over
The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over
Apr 30, 2025 • 5min
The Fire Hose of Chaos: Government Debt
Foreign investors are shifting away from U.S. T-Bills, raising questions about the future of government debt. The discussion explores how fluctuations in investment, especially from China, compare to historical economic issues. Surprisingly, it reassures listeners about the overall stability of U.S. debt. The session also delves into the vulnerabilities of the U.S. dollar amid global economic challenges, emphasizing how the Federal Reserve plays a crucial role in sustaining its resilience.
9 snips
Apr 29, 2025 • 13min
The Fire Hose of Chaos: What Is Hegseth Doing?
The discussion centers on the alarming impact of current defense policies on U.S. military readiness. Critiques focus on the Secretary of Defense's decisions that could undermine the nation's ability to effectively engage in future conflicts. Concerns are raised about recruitment practices and military education, highlighting a troubling trend in leadership that prioritizes incompetence. The conversation warns of serious implications for national security and the overall effectiveness of U.S. forces.
7 snips
Apr 28, 2025 • 8min
The Fire Hose of Chaos: Corruption || Peter Zeihan
The discussion dives into the chaos unleashed by unpredictable tariff policies, causing turmoil for importers and shaking the American economy. It further examines the fallout from slashing federal bureaucracy, stressing how the departure of experienced personnel leads to regulatory instability. The parallels drawn to Argentina's Peronist era highlight the dangers of arbitrary decision-making, leaving businesses vulnerable to corruption and inefficiency. It's a deep dive into the complexities of governance in tumultuous times.
