

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

Oct 10, 2024 • 9min
Longshoreman on Strike: US Ports Get Shut Down || Peter Zeihan
Longshoremen across the East and Gulf Coasts are striking, severely disrupting nearly two-thirds of U.S. water imports and exports. This strike highlights the critical role of ports in the global economy, sending shockwaves through Europe’s automotive sector. Union demands for better wages clash with automation concerns, impacting trade dynamics. The shift from just-in-time to just-in-case inventory models poses new challenges for manufacturing, leading to economic drawbacks and inefficiencies. The ripple effects could be felt well into the future.

Oct 9, 2024 • 5min
If You Think Mexico's New Government Is a Problem, Wait Until You See Its Solutions || Peter Zeihan
Mexico's new president, Claudia Sheinbaum, steps into a complex political landscape. Her qualifications are impressive, but will her leadership bring tangible change? The discussion delves into the outgoing president's lasting influence on the judiciary. Challenges loom large, particularly in security and military integration. It's a pivotal moment for Mexico as the new administration seeks innovative solutions to entrenched issues.

Oct 8, 2024 • 7min
China, Navy, Nukes, Tech, and Politics || Peter Zeihan
Dive into the intriguing challenges facing China's military and tech sectors. The discussion kicks off with a dramatic incident involving a sunk nuclear submarine. Explore the geopolitical currents swirling around missile exchanges and U.S. port strikes. Delve into China's nuclear ambitions and the tight grip of semiconductor dependencies that stifle its self-sufficiency. The analysis brings current international events into sharp focus, revealing the broader implications for global stability.

Oct 1, 2024 • 1min
Your Daily Dose of Peter Zeihan...
Geopolitical strategist Peter Zeihan shares insights on his transition to Patreon for exclusive content. He discusses new opportunities and how this change will affect both paying subscribers and free viewers. The conversation is sprinkled with humor as he casually mentions his breakfast plans, keeping the tone light and engaging. Peter emphasizes the value of this shift in content delivery while maintaining his signature style.

Sep 30, 2024 • 7min
Russia: Threats, Deterrence, and the War of Numbers || Peter Zeihan
Exploring Russia's nuclear strategy, the discussion uncovers the hurdles in maintaining credible deterrence in today's shifting geopolitical landscape. The conversation dives into the crisis surrounding Russia's nuclear doctrine and the uncertainty it brings. Various potential solutions for re-establishing deterrence are weighed, including diplomatic negotiations and military support. The insights provide a thought-provoking look at the complexities of international relations and the delicate balance of power.

Sep 27, 2024 • 7min
Don't Let Hurricane Helene Catch You With Your Pants Down || Peter Zeihan
Hurricane Helene is barreling toward Florida's Big Bend, raising alarms about its Category 3 strength. The podcast delves into the severe risks of storm surges and the catastrophic flooding they can cause. It highlights how climate change is making hurricanes more intense and complicating recovery efforts for affected areas. A unique metric for gauging storm readiness is introduced: the operational status of Waffle House. The discussion emphasizes community preparedness and state actions in the face of looming disaster.

Sep 26, 2024 • 7min
Will the National Debt Kill the US Economy? || Peter Zeihan
Peter Zeihan, an expert on geopolitical and economic trends, dives into the soaring U.S. national debt, now exceeding 100% of GDP. He traces its origins across administrations and compares it to the debts of Europe and Japan, emphasizing the U.S.'s unique status as the largest economy. While raising alarms about the debt's implications, he reassures listeners of minimal immediate threats. The conversation also forecasts economic shifts and potential investment booms in the U.S. amidst global instability, wrapping up with some light-hearted fun.

Sep 25, 2024 • 8min
Defanging Hezbollah || Peter Zeihan
Tensions escalate between Israel and Hezbollah as both sides engage in military exchanges. The podcast delves into Hezbollah’s dual nature as a militant force and political player in Lebanon, shedding light on its origins and ties to Iran. It also examines the implications of the recent Gaza conflict on Israel's strategy and the wider geopolitical landscape, including Hezbollah's operational challenges. The discussion highlights the complexities of negotiation methods in the region, as traditional tactics evolve amidst ongoing violence.

Sep 24, 2024 • 5min
The Civil War of the Sinaloa Cartel || Peter Zeihan
Peter Zeihan, a renowned geopolitical strategist and author, delves into the chaotic unraveling of the Sinaloa Cartel. He explores the violent aftermath of El Chapo's arrest, highlighting devastating effects on local communities. The discussion also uncovers how infighting within the cartel could lead to increased independence among factions, intensifying violence. Zeihan warns of potential ripple effects in the U.S., including soaring drug prices due to this fragmentation. A gripping analysis of organized crime's changing landscape!

Sep 23, 2024 • 7min
New Ukrainian Weapons Hit Russia Where It Hurts || Peter Zeihan
Peter Zeihan, an expert on geopolitical issues, dives into Ukraine's recent tactical successes against Russia. He highlights Ukraine's attacks on Russian ammunition depots, which are causing significant disruptions and signaling a shift in strategy. The discussion also delves into how the new Polenisa weapon system enhances Ukraine's capabilities. Furthermore, Zeihan examines the vulnerabilities in Russia's military logistics, noting the importance of rail transport and how Ukraine's tracking advancements could cripple supply lines.