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The Peter Zeihan Podcast Series

Latest episodes

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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!
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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10 snips
Nov 19, 2024 • 9min

Election Postmortem... || Peter Zeihan

The discussion dives into the surprising outcomes of the recent U.S. federal elections, spotlighting the role of independent voters in reshaping party identities. It examines how traditional Democratic demographics are now aligning with Trump, creating a fascinating political landscape. Additionally, the podcast highlights the declining influence of organized labor and the unique position of Hispanic voters, who oppose immigration despite their demographic shift. The challenges faced by the Republican Party under Trump's leadership add yet another layer to this evolving drama.

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