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
18 snips
Feb 10, 2025 • 8min
Dealing With Chinese Drones || Peter Zeihan
Chinese ambitions to manufacture over a million combat-ready drones pose significant questions for global security. The discussion dives into the potential impact on naval combat, particularly against the U.S. military. Comparisons are made to modern warfare in Ukraine, emphasizing the limitations faced by these drones despite sheer numbers. Additionally, the podcast explores the evolving dynamics of drone warfare, including possible weapon system transfers to Russia and the challenges posed by difficult terrains.
5 snips
Feb 7, 2025 • 7min
AI Drama: DeepSeek, Nvidia, and China || Peter Zeihan
A live Q&A session is set to engage listeners and spark lively discussions. There’s a buzz surrounding the claims from Chinese firm DeepSeek, which asserts it has developed a groundbreaking AI model at a much lower cost than rivals. This revelation has sent shockwaves through the AI market, leading to a noticeable drop in NVIDIA's stock. The implications for US and Chinese companies in the competitive AI and chip manufacturing landscape are profound, raising questions about future disruptions and geopolitical tensions.
6 snips
Feb 6, 2025 • 7min
Trump's Political Capital Bonfire || Peter Zeihan
Get ready for an interactive Q&A session! The discussion dives into how Trump's early executive orders are creating a ruckus but lack real congressional backing. Explore the implications of this political maneuvering for his governance and overall standing. It's a rollercoaster of insights on political change and effectiveness, shedding light on the gap between action and meaningful results.
9 snips
Feb 5, 2025 • 7min
What's the US Housing Market Doing? || Peter Zeihan
Dive into the evolving US housing market, where post-COVID dynamics have led to fewer new builds and soaring prices. Discover how consumer demand has shifted towards quality living spaces. The podcast also unpacks the interplay of political decisions and demographic shifts on mortgage rates, emphasizing the crucial role of baby boomers in shaping housing inventory. Stay tuned for insights that combine current events with in-depth analysis!
6 snips
Feb 4, 2025 • 5min
Wind Energy Deserves Some Love || Peter Zeihan
Dive into the fascinating world of wind energy and discover why it might outshine solar power. The discussion highlights the superior efficiency and reliability of wind turbines in providing consistent power. The role of government incentives in promoting renewable energy technologies is also explored. Get ready for insights that challenge the usual narratives around energy sources!
12 snips
Feb 3, 2025 • 6min
The End of Bipartisan Foreign Policy || Peter Zeihan
The decline of bipartisan support marks a pivotal shift in U.S. foreign policy. Recent administrations have embraced a neo-isolationist approach, leaving the future uncertain. Historical inconsistencies in military strategy reveal how political dynamics have shaped perceptions. Dollar diplomacy showcases how powerful interests influence decisions. With unpredictable military support across factions, the landscape of American foreign policy is evolving, prompting crucial discussions on which strategies to preserve.
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.
