

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
Jan 23, 2025 • 5min
Russia Is Failing Not Failed || Peter Zeihan
The discussion highlights Russia's underwhelming military performance in the Ukraine War, yet stresses the nation remains a significant threat. Key concerns are raised about possible escalation, nuclear risks, and demographic challenges. The importance of supporting Ukraine is emphasized as crucial for maintaining Western strategic stability. Despite setbacks, the potential for Russia to rebound remains a serious issue that shouldn't be overlooked.

25 snips
Jan 22, 2025 • 9min
Trump 2.0 - Reindustrialization || Peter Zeihan
Explore the economic and demographic challenges looming over China, including declining birth rates and workforce shortages. Discover how these issues may impact U.S. reindustrialization efforts. Delve into the implications of potential political shifts and the urgent need for the U.S. to strengthen its industrial base. Unpack how these factors intertwine and shape future geopolitical dynamics.

13 snips
Jan 21, 2025 • 11min
Trump 2.0 - Iran || Peter Zeihan
Delve into the intricate geopolitical dynamics surrounding Iran as the Trump administration confronts unique challenges. Explore the contrasting diplomatic strategies with China and Russia, showcasing Trump's intense pressure campaigns. Discover the complexities of disrupting Iran's oil trade and the potential global ramifications of such actions. The discussion emphasizes a straightforward U.S. approach toward Iran amidst shifting geopolitical alliances and the urgency for decisive foreign policy actions.

19 snips
Jan 20, 2025 • 10min
Trump 2.0 - China || Peter Zeihan
The podcast dives into China's alarming total fertility rate, spotlighting the stark economic vulnerabilities tied to its declining birth rates. It discusses the potential repercussions of Trump's trade strategies on U.S.-China relations, emphasizing the growing bipartisan consensus against China. Listeners will explore how urbanization and a demanding work culture exacerbate demographic issues. Finally, the conversation critiques the effectiveness of tariffs, urging for a re-evaluation of U.S. policies and strategies in the face of these challenges.

4 snips
Jan 19, 2025 • 3min
China Has No Chance || Peter Zeihan
The discussion centers on China's strategic stockpiling of essential resources like food, fuel, and materials. This preparation is framed as a response to a possible conflict with the U.S. The vulnerabilities of China's reliance on imports are highlighted, raising questions about the effectiveness of their strategy. The complexities of global trade dynamics further complicate China's plans, suggesting that their resource stockpiling might not be as foolproof as intended.

6 snips
Jan 18, 2025 • 9min
Can Venezuela Help Out with a Middle East Oil Shortage? || Peter Zeihan
The discussion begins with a provocative idea: could foreign intervention in Venezuela help tap into its oil reserves amidst Middle Eastern disruptions? Historical challenges facing Venezuela's oil production are examined, revealing a tangled web of socio-political issues. The conversation delves into the effects of Hugo Chavez's policies on current oil dynamics. Finally, the complexities of potential military interventions in various countries, including Venezuela, highlight the low likelihood of successful foreign involvement in oil extraction amid global instabilities.

13 snips
Jan 17, 2025 • 10min
Trump 2.0 - NATO || Peter Zeihan
The podcast dives into how a potential Trump 2.0 could transform NATO dynamics. It highlights shifting defense spending among European nations in response to the Ukraine conflict. Political reflections reveal the populist landscape in Poland and challenges in Germany and France. The discussion also critiques Canada's defense spending, balancing NATO obligations and American demands. Tensions between Canadian sovereignty and U.S. expectations are explored, predicting challenges for future foreign relations.

9 snips
Jan 16, 2025 • 9min
Trump 2.0 - Russia || Peter Zeihan
As Trump embarks on a second term, he faces looming challenges, particularly regarding Russia's ambitions in Ukraine. Historical and demographic factors reveal the inevitability of conflict, with Russia's territorial aspirations extending beyond Ukraine. A pivotal meeting between Trump and Putin raises questions about American diplomacy and potential miscalculations by Russia. The vulnerability of the region and the strategic calculations at play offer a compelling look into the complexities of global politics.

6 snips
Jan 15, 2025 • 4min
My Dream Alliance for the US - Part 2 || Peter Zeihan
Explore potential strategic partners for the US that may not be top of mind. Discover the resource wealth of Argentina and Chile, and the economic promise of Vietnam in Southeast Asia. Uncover the geopolitical stability of Oman, as well as the importance of relationships with Saudi Arabia and the Congo. Each country offers unique strengths that could beneficially shape future alliances.

5 snips
Jan 14, 2025 • 13min
Trump Goes A-Conquerin' || Peter Zeihan
The podcast delves into Trump's provocative comments about military intervention in Panama and Greenland, raising questions about the real costs of such actions. It analyzes how military moves might disrupt vital U.S. alliances, particularly with Denmark and Canada. The conversation further explores the complexities of U.S.-Canada trade, influenced by demographic shifts, and the potential ramifications of unifying provinces with the United States. Lastly, it discusses Canada's pressing demographic issues and their economic implications for cross-border relations.