

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

4 snips
Feb 12, 2024 • 5min
The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan
Peter Zeihan, an expert in global politics and economics, discusses the semiconductor industry's leaders, Intel and TSMC, and their competition to bring advanced chips to market. He explores the state of the industry, the emergence of extreme ultraviolet technology, and Intel's ambitions to catch up with TSMC. The discussion also touches on the geopolitical aspects of chip manufacturing.

Feb 9, 2024 • 40min
Crazy Little Thing Called Geopolitics - North Capital Forum 2023 || Peter Zeihan
Enrique Perret, Managing Director of the U.S.-Mexico Foundation & President and Founder of North Capital Forum, discusses the challenges and opportunities for North America. Topics include China's collapse, data manipulation, Chairman Gee's cult of personality, economic potential of Southeast Asia, challenges of the Chinese supply chain system, and the impact of Donald Trump on the American political scene.

Feb 8, 2024 • 4min
The Geopolitics of Winter: Snows Impact on Agriculture || Peter Zeihan
Geopolitical analyst and author, Peter Zeihan, discusses the impact of winter on agriculture and global food security, exploring historical significance, concerns about supply chain breakdowns, and potential impacts on population growth.

Feb 7, 2024 • 6min
Poland, After America || Peter Zeihan
Peter Zeihan, international relations expert and geopolitical strategist, discusses Poland's potential as a major power and its mistreatment by neighboring countries. He explores potential future scenarios for Poland, including economic collapse and military expansion, and highlights the challenges posed by Poland's aging demographics and efforts to strengthen its military power.

Feb 6, 2024 • 16min
Why the Middle East Is So Aggravating (yet so difficult to leave) || Peter Zeihan
Geopolitical strategist and author, Peter Zeihan, discusses the reasons why the US is still involved in the Middle East despite the challenges. Topics include the historical complexities of linking Western economies with the Middle East, the US strategy in Syria, Saudi Arabia, and Iraq, the concept of 'forever wars' in the region, and the potential consequences of a US withdrawal.

Feb 5, 2024 • 5min
East Asia, After America || Peter Zeihan
Peter Zeihan, geopolitical strategist and author, discusses the United States' engagement in the East Asian rim to manage the decline of China. The roles of Australia and Japan as key allies, and their perspectives on China and Russia, are explored. The significance of forming partnerships in a changing demographic landscape, particularly Japan's decision to partner with the United States and Australia, is discussed. The trilateral alliance between the United States, Japan, and Australia in shaping the future of the Pacific region is highlighted, with considerations of challenges from powers like China, as well as the alignment decisions of Taiwan and Korea.

Feb 2, 2024 • 5min
Romania, After America || Peter Zeihan
Geopolitical analyst and author Peter Zeihan discusses the challenges faced by Romania as a middle power situated between significant regions. He explores Romania's historical conflicts with Hungary, their demographic challenges, and the search for a new economic model.

Feb 1, 2024 • 7min
The Collapse of Global Maritime Shipping || Peter Zeihan
Peter Zeihan, an expert in global maritime shipping, discusses the challenges and instability in the industry. He explores the role of a shadow organization in maintaining the equilibrium and the potential consequences if disrupted. Zeihan also talks about the effects of geopolitical events on global shipping and the need for a new regional trade model.

Jan 31, 2024 • 6min
The Chinese Housing Crisis: Evergrande’s Bankruptcy || Peter Zeihan
Geopolitical strategist and author Peter Zeihan discusses the recent bankruptcy of Evergrande, China's largest property developer, and its potential impact. He explores the questionable practices of Evergrande and other state-owned players, highlighting the lack of sustainable measures by the Chinese government.

Jan 30, 2024 • 6min
The US and Iran: Deciding What to Bomb || Peter Zeihan
Geopolitical strategist and expert Peter Zeihan discusses possible US responses to recent Iranian attacks including targeting militias, personnel in Iran, or Iran's economy. The implications of demolishing Iran's loading facilities, storage tanks, and pumping stations in Karg are explored, along with potential disruptions to global maritime and oil supply chains.