

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 25, 2023 • 5min
The US Credit Rating, Budget Deficits and Debt || Peter Zeihan
Peter Zeihan, an expert in geopolitics and global trends, explores the US credit rating, budget deficits, and debt in this podcast. He discusses the impact on financing costs, debt service, and the financial market, focusing on the increasing budget deficit and concerns about debt repayment.

Oct 24, 2023 • 4min
Unifor Strikes: Issues with the Canadian Industrial System || Peter Zeihan
Global geopolitical strategist and author Peter Zeihan discusses the implications of the Unifor strike on the Canadian industrial system and labor shortage, including the impact on Canada's industrial base, shortage of workers, limitations imposed by the Jones Act, and the importance of positive employer-worker relationships.

Oct 23, 2023 • 7min
The Third Shale Revolution: Reshoring Manufacturing || Peter Zeihan
Geopolitical strategist and author Peter Zeihan discusses the timing of the third piece of the shale revolution, emphasizing the shift to localized and secure production. He highlights the US as the leader in low-cost, high-quality, and low-pollution industrial materials. Zeihan also explores the economic and security advantages of reshoring manufacturing and producing petroleum derivatives domestically, including increased industrial construction spending and state competition to attract industry.

Oct 20, 2023 • 13min
Gaza and Israel: The Start of WWIII or an Isolated Conflict? || Peter Zeihan
World Affairs Strategist Peter Zeihan provides insights into the ongoing Israel-Gaza conflict, debunking the exaggeration of a broader regional conflict. He discusses the complex dynamics of Gaza, including its historical control by Egypt and strained relationship with Palestinians. The chapter also touches on the involvement of neighboring countries and examines Iran's limited options for direct involvement. He discusses the internal debate in Saudi Arabia and the US support for Israel, as well as the role of different countries in the conflict.

Oct 19, 2023 • 5min
The Second Shale Revolution: Industrial Expansion || Peter Zeihan
Peter Zeihan, international affairs expert, discusses the second shale revolution and the industrial expansion in the US. He delves into the growth of the American refining industry and its role in converting crude oil and natural gas into useful products. Zeihan also explores the role of natural gas in the green transition.

Oct 18, 2023 • 9min
The First Shale Revolution: Humble Beginnings || Peter Zeihan
Peter Zeihan, a geostrategic analyst and author, discusses the rise of the shale industry in the U.S., covering topics such as ExxonMobil's acquisition of Pioneer, the phases of the shale breakout, and the historical context of the shale revolution. He also explores the financial advantage of ExxonMobil and its impact on production output, along with a preview of the upcoming discussion on the second shale revolution.

Oct 17, 2023 • 8min
India Assassinated a Sikh Emigrant on Canadian Soil || Peter Zeihan
Geopolitical strategist and author, Peter Zeihan discusses the escalating tension between India and Canada, as Canadian Prime Minister accuses Indian government of assassinating a Sikh emigrant. Topics include India's actions towards its diaspora and potential consequences, impact on international relations, and concerns regarding India's behavior towards democratic norms.

4 snips
Oct 16, 2023 • 7min
The Southern U.S. Border: Venezuelan Immigration || Peter Zeihan
Peter Zeihan discusses the economic collapse and famine in Venezuela, the dangerous journey of Venezuelan migrants to the US, and the unique circumstances and protected status granted by the Biden administration. The podcast also explores the need for immigration reform, the challenges posed by political factors and anti-migrant sentiments, and potential opportunities presented by changing dynamics in Mexico.

Oct 13, 2023 • 18min
Israel, Hamas and Gaza: Q&A w/ Peter Zeihan
The podcast discusses the ordered evacuation of Gaza City and the planned ground force assault in Israel. It provides an analysis of Israeli intelligence and the security situation in the region. It examines the proportional representation system in Israel and potential Iranian involvement. It explores the structure of the Hamas-led Gaza government and the challenges faced by Israel. It also explores the potential consequences of a ground invasion in Gaza and the American perspective on the Israeli-Palestinian conflict.

Oct 13, 2023 • 4min
Why Rising Capital Costs Could Kill Greentech || Peter Zeihan
Geopolitical strategy expert Peter Zeihan discusses the challenges faced by the Greentech industry due to rising capital costs, impacting economic growth and hindering progress. The need for better technology to overcome these financial challenges is emphasized.