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
21 snips
Dec 10, 2024 • 34min
Syria Breakdown: What Led Them to This? || Peter Zeihan
Explore the tumultuous journey of Syria leading to civil war. Discover the demographic tensions between the Sunni majority and Alawite minority and how strategic locations like Homs became battlegrounds. Delve into the role of foreign interventions from Russia and Iran, plus the shifting alliances impacting the conflict. Uncover Turkey's rising influence amid regional challenges, and analyze how its military maneuvers are shaping the fragile balance in Syria and Iraq. The complexities of power dynamics provide a fascinating glimpse into the ongoing geopolitical labyrinth.
4 snips
Dec 9, 2024 • 5min
TSMC's Semiconductor Production in the USA || Peter Zeihan
The discussion delves into TSMC's exciting plans for semiconductor production in the U.S., detailing construction timelines and hurdles in the industry. Listeners learn about the transition to advanced manufacturing methods and how these innovations could enhance production efficiency. The conversation reveals the significant impacts TSMC's developments could have on the future of semiconductor technology, making it a hot topic for tech enthusiasts.
14 snips
Dec 6, 2024 • 9min
Why I'm Worried About Fentanyl in the US || Peter Zeihan
The discussion dives into the unsettling rise of fentanyl in the United States and its implications for domestic stability. There's a stark contrast between traditional drug trafficking and the new synthetic landscape shaped by fentanyl. The speaker highlights alarming overdose rates and changes in user behavior as critical concerns. The analysis connects these domestic issues to broader geopolitical stability, emphasizing a nuanced view of America's challenges.
5 snips
Dec 5, 2024 • 5min
Trump Tariffs Part 2 - Canada and Mexico || Peter Zeihan
Dive into the complexities of tariffs as bargaining tools with Canada and Mexico. Discover how these tariffs impact the U.S. economy, especially the automotive sector. The discussion also connects trade policies with immigration and drug trafficking, revealing a web of interdependencies. It's a thought-provoking exploration of North American trade dynamics and their broader implications.
16 snips
Dec 4, 2024 • 6min
Trump Tariffs Part 1 - China || Peter Zeihan
The proposed tariffs on China aim to reshape trade dynamics and shift industrial production. The discussion highlights how these tariffs could impact American consumers and the overall economy. There's a deep dive into the challenges of transitioning production away from China and the need for robust industrial policies. The podcast also examines China’s negotiating leverage and how the U.S. chemical industry can leverage natural gas in this changing landscape. It emphasizes the importance of proactive strategies to navigate these complex trade relations.
5 snips
Dec 3, 2024 • 11min
No Shale for Europe || Peter Zeihan
The podcast dives into the complexities of Europe's attempts to replicate the U.S. shale revolution. It discusses significant obstacles, including geological and legal barriers, along with local opposition. A comparison of shale drilling practices in the U.S., particularly Texas, versus those in Europe unveils the bureaucratic and infrastructural challenges faced in regions like the UK and Poland. The analysis suggests that without essential reforms, Europe is unlikely to match America's shale success.
14 snips
Dec 2, 2024 • 5min
When the Missile Is the Message || Peter Zeihan
The discussion dives into the strategic impact of Russia's recent missile attacks on Ukraine, particularly focusing on the advanced Orishnik missile. It reveals how these actions are reshaping military dynamics in Europe. European nations are shown to be rallying together, enhancing their defense strategies and bolstering Ukraine's military capabilities. The podcast highlights the unity among countries like Finland and Sweden in promoting security and driving a self-sufficient defense industry amidst ongoing tensions.
4 snips
Nov 29, 2024 • 4min
¡Viva Chihuahua! - The Future of Mexico || Peter Zeihan
Chihuahua City is stepping into the spotlight as a key player in the post-China manufacturing landscape. Its strategic location and booming industries like automotive, aerospace, and semiconductors are setting the stage for rapid growth. The city's economic potential is further boosted by its close ties to the U.S. market. Exciting changes are afoot as Chihuahua positions itself for a bright, industrial future!
7 snips
Nov 28, 2024 • 5min
Things I (Don't) Worry About - Chinese Investment in Mexico || Peter Zeihan
Worries about Chinese investments in Mexico may be overblown. The narrative suggesting extensive industrialization for exporting to the U.S. is largely a myth. Analysis of foreign investment data shows China's limited presence due to infrastructure challenges. The conversation also contrasts Canadian investments in North America with those from China, highlighting the significance of agreements like NAFTA II. Lastly, concerns about China's economic decline are discussed, affecting the investment landscape in the region.
4 snips
Nov 27, 2024 • 4min
British Agriculture Is About To Suck Even More || Peter Zeihan
The conversation dives into the uncertain future of British agriculture after Brexit. It discusses the recent protests from farmers and the impact of inheritance tax reforms. The reliance on imports is scrutinized, revealing the sustainability concerns facing the sector. It's a humorous yet critical look at the possible decline of iconic British dishes and agricultural practices.
