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
11 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.
5 snips
Nov 26, 2024 • 5min
Ukraine Can Now Strike Russia Direct || Peter Zeihan
The recent decision allows Ukraine to use American weaponry inside Russia, significantly altering the battlefield dynamics. The focus is on the ATACMS missile system and its potential to disrupt Russian supply lines. A historical analysis sheds light on ongoing Russian aggression and U.S. responses, emphasizing the need for clear communication between leaders. The conversation considers how these shifts might shape future negotiations and the impact of political changes on the conflict.
8 snips
Nov 25, 2024 • 13min
Trump's Cabinet Picks: Loyalty Over Experience || Peter Zeihan
The podcast dives into Donald Trump's cabinet choices, emphasizing his preference for loyalty over experience. It critiques the controversial qualifications of his pick for Director of National Intelligence and explores the Senate's role in Trump's political strategies. The discussion highlights the potential ramifications for the Republican Party as traditional ideals clash with Trump's approach. Additionally, it touches on significant figures like Robert Lighthizer and Tulsi Gabbard, analyzing their implications for governance and party dynamics.
Nov 22, 2024 • 8min
A Glimpse Into Peter Zeihan's Daily News Digest
The discussion dives into the art of curating a daily news digest through open-source intelligence. A dedicated team gathers detailed information to serve diverse client needs. It shines a light on the importance of recognizing biases in global reporting, as various agencies can shape narratives differently. The role of platforms like Patreon is also highlighted, showcasing their contribution to audience interaction and fostering dialogue about current affairs.
4 snips
Nov 22, 2024 • 8min
TSMC Cuts China's Access to Advanced Chips || Peter Zeihan
Discover the latest developments in the semiconductor industry as a major player cuts advanced chip orders from Chinese companies. The discussion highlights the geopolitical tensions influencing tech policies across US administrations. Dive into the intriguing differences between DUV and EUV lithography technologies, and understand their implications for global semiconductor access. The implications of these changes resonate far beyond the tech world, impacting international relations and technological dominance.
4 snips
Nov 21, 2024 • 6min
Can China Save Itself From the Mounting Debt Crisis? || Peter Zeihan
China's mounting debt crisis is at the forefront, particularly the staggering $8 trillion owed by local governments. The dilemma is compounded by their inability to generate adequate tax revenue. While Beijing proposes plans to refinance this debt, questions linger about the true effectiveness of these measures. The discussion reveals the complexities and misconceptions surrounding China's economic growth, shedding light on the challenges that may shape the country's financial future.
Nov 20, 2024 • 5min
The Geopolitics of...Gaming || Peter Zeihan
Dive into the fascinating world of gaming preferences as the discussion unfolds on whether PC or console reigns supreme. Explore how gaming is driving advancements in graphics processing units (GPUs) and shaping the future of artificial intelligence. The challenges of developing AI-specific chips in response to the gaming industry's demands are also examined, revealing intriguing insights into this tech-driven intersection.
