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The Peter Zeihan Podcast Series

Peter Zeihan

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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 ...
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Both in the US and globally, the green energy transition has been all the rage for the past few years. With President Trump's second term kicking off, how will it impact the green transition domestically and beyond? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/will-trump-pump-the-brakes-on-gr…
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Listen, I didn't want to make this video, but too many people asked for it...so here we go. What would a potential merger of the US and Canada look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/will-the-us-and-canada-actually-merge
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Rare earths are back in the headlines, but is all the hype worth it? Let's breakdown what these are and how "rare" they actually are. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/are-rare-earths-really-that-rare
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The last few videos have covered all the things that Trump is focusing on (and doing wrong), and many of you have asked where he SHOULD be spending his time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/what-trump-should-take-on-instead
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Trump's immigration policies have caused quite the stir, specifically his hardline stance on illegal migration. So, how will these policies impact the US economy? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-illegal-immigration
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There's plenty of tools at the disposal of the US President and tariffs are one of them. When used appropriately - i.e., to get something else or discourage a certain action - tariffs can be a very effective measure. However, Trump is using them as an end, rather than a means to an end. Join the Patreon here: https://www.patreon.com/PeterZeihan Ful…
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China is on its last legs. Its demographic picture is far past terminal. Its financial system makes Enron look responsible. Simply feeding its people is far beyond Beijing’s capacity without legions of outside assistance. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-chinaor-not…
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Israeli successes across the Levant have transformed the broader Middle East, wrecking the countries and militant groups that have long scourged the region. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-the-middle-east
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US President Donald J Trump, both directly and via his senior staff, has outlined his administration’s policies for Europe, Ukraine and Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-russia
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I've talked extensively about the generational divides in the US, but what about other countries? Let's look at the unique demographic trends in Russia, China, and Iran. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/generational-divides-of-other-countries…
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Imagine never paying income tax again. Sounds damn nice to me too. That's until reality kicks in and you start looking at the math on how large the tariffs would need to be to replace those taxes... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-tariffs-replace-income-taxes…
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Building on yesterday's video, we'll be talking about the future of Russia following its collapse. So, what can we expect the Russia after Russia to look like? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/russia-after-russia
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Today we'll be discussing Russian birth and death rates since we've got some new Russian demographic data to look at. So, go ahead and grab that truckload of salt. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-depopulation
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Today's conversation might piss off a few prophylactic companies (no, I'm not suggesting we buy thumb tacks and go crazy). The question of the day is...how can we get people to procreate? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-real-secret-to-saving-birthrates…
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Syria's interim leader Ahmed Al Shara has been meeting with the region's big dogs - Saudi Arabia and Turkey. Respectively, they represent the financial backbone and the military power of the region, so buddying up isn't the worst idea. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/syria-opens-…
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Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/coal-remains-essential-for-us-electricity
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We're looking at some global economic growth patterns today. Unfortunately, we're entering an era with a lot of unknowns. Between collapsing demographics and industrial challenges, there seems to be more countries in the red than the green. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/global-…
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Drones are all the rage right now and China is jumping on the bandwagon. With Chinese plans to create over 1 million combat-ready drones within two years, should the US be worried? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/dealing-with-chinese-drones…
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Join the Patreon here: https://www.patreon.com/PeterZeihan Chinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to develop competing models. This has caused quite the stir, but what is actually going on? Full Newsletter: https://mailchi.mp/zeihan/ai-drama-deepseek-nvidia-and-china…
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Join the Patreon here: https://www.patreon.com/PeterZeihan If you want to access to all the videos as soon as they are released, be sure to join the Patreon. Trump has used up a lot of paper in his first 10 days in office, but he hasn't spent much time working with Congress to make his executive orders stick. Full Newsletter: https://mailchi.mp/zei…
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The US housing market has been through a lot, so what does this current chapter look like? We're going to be looking at several factors impacting the trajectory of the US housing market. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/whats-the-us-housing-market-doing…
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I've bad mouthed solar power enough times for people to know where I stand, but why am I taking it easier on wind power? Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/wind-energy-deserves-some-love…
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After four consecutive presidents adopting a neo-isolationist mentality, the era of bipartisan globalization is coming to an end. So, what will the future of US foreign policy look like? Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-end-o…
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This video was recorded before Peter left on his New Zealand trip Western sanctions against Russia aim to restrict revenue flows by barring access to Western shipping, banking and insurance...but there's one more step that could be taken to put the final sanction nail in the Russian coffin. Join the Live Q&A on Feb. 7 by becoming an Analyst member …
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Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-failure-of-chinese-real-estate…
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With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates to climate change. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-…
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Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican cartels as terrorist groups, which will have some unintended consequences. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-cartels-terro…
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Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The Analyst tier, here is your reason... In addition to getting access to the Live Q&A and all the premium content, you'll also be helping a good cause. All new Analyst tier membership fees for the …
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There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian troops are continuing their slow slog toward the Ukrainian city of Pokrovsk. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/its-time-for…
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Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and what to expect in the coming decade or so. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/boomers-xers-and-budgeting…
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We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/intel-keeps-playing-catch-up-with-tsmc
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Although Russia's military performance in the Ukraine War has been underwhelming, that doesn't mean we can write off the Russians quite yet. This conflict, and what could follow, should still be a top concern for the West. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/russia-is-failing-not-fai…
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Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what it will mean for US reindustrialization. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-reindustrialization
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Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite isolated from the US, so Trump can have a bit more fun with his policies. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-iran
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In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case for certain urban cores, China's national TFR is closer to 1.0. Still abysmal, though slightly less catastrophic. -ZoG Everyone knows where I stand on China, but how will Trump's second term play into that? Join the Patreon here: https://www.patreon.com/P…
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The Chinese are stockpiling resources - food, fuel, and materials - to help it endure a protracted conflict with the US. Is this something to be concerned about? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/china-has-no-chance
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With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign intervention in Venezuela open its oil supply as an alternative to Middle Eastern oil. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/venezuelan-…
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Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense spending, China, and European alliances. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-nato…
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As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://m…
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Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2…
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When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1…
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A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-lat…
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That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-…
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Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis. Join the Patreon here: https://www.…
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American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism…
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President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy
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