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
6 snips
Sep 22, 2025 • 4min
The Federal Reserve's Dilemma || Peter Zeihan
The Federal Reserve is caught in a catch-22, balancing the need to lower rates with rising costs from tariffs and a shrinking labor force. The impact of interest rates on growth and inflation reveals a tangled web of economic pressures. Historical attempts at fiscal cooperation are now hampered by a massive deficit, leaving the Fed with no easy solutions. Additionally, the governance challenges facing this quasi-independent institution complicate decision-making in such a volatile landscape.
5 snips
Sep 19, 2025 • 4min
Why Trump's Stance on Canada Makes Sense || Peter Zeihan
The podcast dives into the historical roots of the Trump administration's hardline approach to Canada. It explores the U.S.'s longstanding security concerns regarding neighboring powers. Peter Zeihan discusses the demographic and economic factors that make any potential annexation a costly affair. Listeners learn why the precedent for tough U.S. policy towards Canada isn't as arbitrary as it appears, shedding light on complex geopolitical dynamics.
7 snips
Sep 18, 2025 • 4min
Syria and the Return of the March || Peter Zeihan
Explore the complex landscape of Syria's enduring instability and its implications for the region. The discussion delves into the fragmented control within Syria and how the legacy of Assad and the Alawites shapes the current dynamics. Discover the historical 'march' concept and how neighboring countries are equipped to manage potential crises, minimizing the risk of a wider spillover. This insightful analysis sheds light on why chaos might not erupt beyond Syria's borders.
Sep 16, 2025 • 5min
Ukraine Hammers Russian Oil Infrastructure || Peter Zeihan
Ukrainian attacks on Russian energy infrastructure are intensifying, significantly impacting Russia's oil refining capability. This surge has triggered alarming fuel shortages in Russia. The discussion dives into the geopolitical shifts following the Biden administration's exit, emphasizing how improved military capabilities for Ukraine could weaken Russian crude exports. The ripple effects of these developments may challenge Russia's economy and reshape the energy landscape in Eastern Europe.
Sep 15, 2025 • 5min
While I Was Gone, Part 4: US Security || Peter Zeihan
Delve into alarming developments affecting US security against a backdrop of global turmoil. Personal reflections reveal insights into incidents involving a former national security advisor. A critical look at the Trump administration’s handling of classified materials raises concerns about the FBI's politicization. The risks of military involvement in domestic issues are highlighted, urging Congressional action to maintain stability in the U.S. A compelling analysis of the intersection between personal and geopolitical narratives.
6 snips
Sep 12, 2025 • 10min
While I Was Gone, Part 3: Economic Status || Peter Zeihan
Explore the economic decisions made during the Trump administration, including nationalizing Intel's stake and halting a wind farm project. Discover controversies surrounding a Federal Reserve board member's firing and allegations against Lisa Cook for false mortgage data. Delve into the impacts of Trump's tariffs on inflation and the clash with the Federal Reserve's goals. Analyze the shift from free market capitalism to a managed demand approach, raising concerns about government intervention and the future of economic models.
Sep 11, 2025 • 4min
While I Was Gone, Part 2: US Health || Peter Zeihan
The podcast dives into significant shifts in U.S. health governance, highlighting how new leadership decisions are reshaping health agencies. It scrutinizes the impact of these changes on vaccine distribution and public health policies, especially in light of the COVID pandemic. Additionally, the discussion covers the revolutionary technology behind mRNA vaccines, examining their unique immune response mechanisms while critiquing the U.S. health authorities' challenges and international collaborations in addressing public health issues.
Sep 10, 2025 • 5min
While I Was Gone, Part 1: Trade Policy Updates || Peter Zeihan
Recent court rulings have deemed most of Trump's tariffs illegal, sparking discussion about the need for congressional authority in trade emergencies. The implications for corporate America and manufacturing are significant, with businesses grappling to adapt to an uncertain trade landscape. Concerns arise over potential deindustrialization as companies navigate these changes and seek stability in their operations.
6 snips
Sep 9, 2025 • 6min
Should the UAE Invest in a Tech Sector? || Peter Zeihan
The UAE is aggressively investing in its tech sector, eyeing semiconductor fabrication plants and expansive data centers. The discussion dives into their ambitious plans and the challenges faced, such as a shortage of skilled labor. Can the UAE overcome these hurdles to become a tech hub? The feasibility of high-tech operations in the region raises intriguing questions about the future of technology and economic diversification.
4 snips
Sep 8, 2025 • 4min
The Automation of War Drags On || Peter Zeihan
The discussion dives into the futuristic landscape of warfare, examining the role of humanoid robots and AI-driven weapons. Listeners will uncover the intriguing limitations of AI in military applications, focusing on the gap between data processing and true cognitive capabilities. The episode highlights the significant challenges facing automation in combat, emphasizing the technological hurdles that still need to be overcome. Insights into the future of warfare provide a thought-provoking glimpse into what battles might look like in the years to come.
