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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Let's take a breather from the Russian Reach series and talk about something going on in Africa. Specifically, we'll be looking at the escalating conflict between Rwanda and the Democratic Republic of Congo. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/making-sense-of-africa…
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Government-backed paramilitary forces (supported by Turkey) in Syria's Alawite enclave brutally suppressed the Alawite opposition. The Alawites are now seeking protection at Russian military bases as the Sunni-led government consolidates power. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-f…
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If Russia's influence can make its way into the US on the scale we're discussing, you can only imagine how bad it is in places like Romania. In December of last year, we discussed the "Red Strings in Romania" (which you can watch here: https://youtu.be/LP7tkPO6Wqk ) - but things have ramped up. Join the Patreon here: https://www.patreon.com/PeterZe…
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The Russian Reach: Categorizing Intelligence Agents || PETER ZEIHAN
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12:11The Russian intelligence system is comprised of a vast and interconnected network of agents. Each of these pawns plays a different role in supporting the "king" back in Moscow. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-categorizing-intelligence-agents…
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The Russian Reach: Playing Catch Up Pt. 2 || PETER ZEIHAN
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12:50This is part 2 of my attempt at catching up to current events in our Russian Reach series... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-playing-catch-up-pt-2
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The Russian Reach: Playing Catch Up Pt. 1 || PETER ZEIHAN
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9:05We're only four days into this series and somehow it seems as though we're weeks behind current events. So, I'm doing some rapid fire updates this weekend to bring everyone up to speed. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-playing-catch-up-pt-1…
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The Russian Reach: US Cuts Ukraine Intel & Dominos Fall || PETER ZEIHAN
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8:39The US has halted all intelligence sharing with Ukraine. If you thought the weapons cutoff was a big deal, buckle up. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-us-cuts-ukraine-intel-dominos-fall
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The Russian Reach: Geography and Intelligence || PETER ZEIHAN
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8:17Putin, like the Soviets before him, is clouded by fear of invasion due to Russia's vulnerable geography. Understanding that makes Russia's strategy of expansion and occupation towards defensible borders clearer. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-geography-and-inte…
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Following the March 4th elections, the Germans are poised to see a significant political and military shift... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-big-change-in-germany
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The Russian Reach: Why Leadership Doesn't Matter…Until It Does || PETER ZEIHAN
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12:44Despite the short-term emphasis placed on the title of president, chancellor, or prime minister, the reality is that leadership typically has minimal impact on the trajectory of a nation. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-why-leadership-doesnt-matter…
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Doors Open for Turkey as the Kurds Disarm || PETER ZEIHAN
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11:46Imprisoned Kurdish PKK leader, Abdullah Öcalan, has once again called for the PKK to disarm and transition into a political party, but this time it might actually happen. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/doors-open-for-turkey-as-the-kurds-disarm…
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There are two issues we'll be discussing today: Bird Flu and the new disease outbreak in Congo. These topics are unrelated, but there is a lesson to be learned in their comparison. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/of-birds-and-bugs
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Venezuelan Crude Is Off the Menu…But You Can Still Get It Around Back || Peter Zeihan
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6:11Venezuelan oil is getting the boot from the US. Well, kinda, sorta, not really. Let me walk you through what’s going on. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/venezuelan-crude-is-off-the-menu
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The Russian Reach: Series Introduction || PETER ZEIHAN
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18:54This is the first of a multi-part series covering just how far Russia's reach into the US is. You're getting early access to this video to show you what you're missing out on! Join Patreon now to see the first 5 videos of The Russian Reach series, and help us donate to MedShare in the process. Join the Patreon here: https://www.patreon.com/PeterZei…
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From the Frontlines in Ukraine to Truth Social || Peter Zeihan
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7:34There's a lot going on in Ukraine right now, so let's do a quick update on the military and diplomatic developments. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/from-the-frontlines-in-ukraine-to-truth-social
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New Zealand has been having some issues, with a 1% economic contraction and roughly 80,000 people leaving the country. What does this mean for one of my favorite countries? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/economic-troubles-for-new-zealand…
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If I was tasked with raising and educating the next generation of workers (aka what middle school teachers do daily), what would I teach my minions (okay fine, "students") to best prepare them for the future? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/educating-the-workers-of-tomorrow…
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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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Trump Takes on Russia…or Maybe It's the Other Way Around || Peter Zeihan
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10:14US 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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Second-time freshman President Donald J Trump is taking the axe to the federal workforce. Or at least he is attempting to. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-washington
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Generational Divides of Other Countries || Peter Zeihan
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12:37I'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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Coal Remains Essential for US Electricity || Peter Zeihan
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4:28Georgia 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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Global Economic Growth Patterns (Or Should I Say Decline) || Peter Zeihan
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7:23We'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, Cartels, Terrorism and...Increasing Migration || Peter Zeihan
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6:19Trump 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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It’s time for an update on the war in Ukraine || Peter Zeihan
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8:46There 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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Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/milei-one-year-on
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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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