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
7 snips
Sep 20, 2024 • 7min
Immigration: Social Costs vs. Economic Benefits || Peter Zeihan
Delve into the complex world of immigration as it examines the economic benefits and social costs. Explore how Canada’s proactive policies compare with Germany’s challenges. Understand the fiscal advantages of younger migrants while addressing the vital need for social cohesion. This insightful discussion brings to light the balance between welcoming new talent and managing societal impacts.
Sep 19, 2024 • 7min
Why You Should Ditch Your Pager (Hezbollah Operative Edition) || Peter Zeihan
Discover the intricate details of a recent Israeli operation that targeted Hezbollah operatives in Lebanon using detonated pagers. Delve into the historical tensions between these two forces and the innovative methods used in modern warfare. Explore the broader implications for intelligence and regional stability amidst escalating conflicts. This analysis highlights not just a military tactic, but a significant moment in an ongoing geopolitical drama.
Sep 18, 2024 • 9min
The Future of Saudi Arabia || Peter Zeihan
The podcast dives into the changing geopolitical landscape in the Persian Gulf, focusing on U.S.-Saudi relations. It discusses how the U.S. has moved towards energy independence, reducing its reliance on Saudi oil. This shift raises questions about the future of their strategic alliance. The vulnerabilities in Saudi Arabia's oil sector are highlighted as well, along with potential new partnerships with Turkey and European nations. The dynamics of global oil trade and security challenges are explored, revealing a precarious path ahead for Saudi Arabia.
Sep 17, 2024 • 3min
Hurricanes in the Gulf, Offshore Oil and the Energy Sector || Peter Zeihan
Peter Zeihan, a seasoned expert in geopolitical and economic trends affecting the energy sector, dives into the recent hurricane's aftermath in the Gulf of Mexico. He discusses its significant impact on the insurance world and the energy industry. Despite property damage, Zeihan reveals the resilience of U.S. energy production, emphasizing how swiftly the shale industry can recover from outages. He also highlights the transition of the U.S. to a net exporter of refined oil, showcasing its growing strength in the global energy market.
Sep 16, 2024 • 5min
What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan
Taiwan is a powerhouse in the semiconductor industry, crucial to global supply chains. The potential fallout of a conflict with China raises significant concerns beyond Taiwan itself. Thousands of other companies are involved in this vast network, adding layers of complexity. The discussion dives into the geopolitical challenges and strategic alliances that shape the semiconductor landscape. Can U.S. companies effectively relocate fabrication facilities? The implications of these dynamics could reshape technology as we know it.
Sep 13, 2024 • 5min
The Self-Inflicted Downfall of Mexican Energy || Peter Zeihan
Peter Zeihan, an author and geopolitical strategist, dives deep into the decline of Mexican energy. He discusses the historical significance of the Cantarell oil field and its role in transforming Mexico into a major oil player. Zeihan highlights mismanagement by Pemex and the political climate that shaped energy policies. The conversation also touches on the rising fuel demands and the challenges of outdated infrastructure, painting a picture of a nation wrestling with its self-inflicted energy crisis.
Sep 12, 2024 • 6min
Will the Far-Right Take Over Germany (Again)? || Peter Zeihan
Geopolitical strategist and author Peter Zeihan examines the recent success of far-right parties in Germany's regional elections, particularly the Alternative for Germany in Saxony and Thuringia. He discusses how these results reflect ongoing economic and political challenges while highlighting the potential for coalition building to curb far-right influence. Zeihan also delves into the historical issues stemming from the unification of East and West Germany, shedding light on the present political landscape and the implications for the nation's future.
Sep 11, 2024 • 6min
Telegram and the Limits of Freedom of Speech on Social Media (Part II) || Peter Zeihan
In this engaging discussion, Peter Zeihan, a geopolitical expert, chats with Pavel Durov, the innovative creator of Telegram. They dive into the platform's rising significance and the challenges it faces regarding encryption and military use. Durov shares insights about Telegram's controversial reputation, especially its connection to the Russian military during the Ukraine conflict. The conversation also touches on social media regulation and the pressing issues surrounding freedom of speech in the digital age.
Sep 10, 2024 • 8min
Should Freedom of Speech Extend to Social Media? (Part I)
The podcast dives into the heated debate over freedom of speech on social media, spotlighting Brazil's stance against misinformation. It contrasts this with the more lenient U.S. approach, questioning what regulations should look like in the digital age. Elon Musk's maneuvering with Twitter amid these controversies is also explored. Furthermore, the complexities of establishing a truth arbiter and its global implications for platforms like Telegram are discussed, highlighting the ongoing struggle between regulation and free expression.
Sep 9, 2024 • 7min
The Geopolitics of Wine || Peter Zeihan
Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine
