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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Much Higher Interest Rates for Much, Much Longer || Peter Zeihan
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Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go. Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer
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Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman. Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low
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Why Japan Needs a US Alliance (Joining AUKUS) || Peter Zeihan
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The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth... Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration Full…
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America's Nuclear Supply Chain (Ditching Russian Uranium) || Peter Zeihan
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We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing. Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain
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The State of Global Energy Webinar & The New Chinese Carriers || Peter Zeihan
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Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US). Full News…
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Warfare Innovations: Russia's Turtle Tanks || Peter Zeihan
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The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about. Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks…
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The TikTok Ban Is (Almost) Here...One Year Later || Peter Zeihan
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A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it. Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here…
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Power Outages in Texas and Growing Energy Demands || Peter Zeihan
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Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years. Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands…
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The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US). Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth
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Will RFK Jr. Shake Up the 2024 Presidential Election? || Peter Zeihan
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RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process. Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election
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Ask Peter: Will the Russians Create A Great Northern Sea Route?
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As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route…
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Ask Peter: Can Other Countries Replicate the US Shale Revolution?
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Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-sh…
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Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries? Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now
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Things I (Do and Don't) Worry About: Global Internet || Peter Zeihan
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This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet? Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet…
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When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars
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Russian Hypersonic Missiles: Unstoppable or Skeet Practice for Ukraine || Peter Zeihan
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Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine…
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Jets, Drones & Refineries: Europe Remembers Geopolitics || Peter Zeihan
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It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations. Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geo…
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New Russian Tactics: Glide Bombs and Double-Tap || Peter Zeihan
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The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method. Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap…
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In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show. Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of
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Can High Birth Rates Solve Demographic Problems for Young Countries? || Peter Zeihan
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I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth? Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem
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NGLs: Ohio’s Plastics Industry’s Juicy Secret || Peter Zeihan
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Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way. Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret
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Geopolitics of Terror Groups: ISIS and ISIS Khorasan || Peter Zeihan
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With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS. Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan…
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Things I (Do) Worry About: A Post-Germany Europe || Peter Zeihan
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Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe
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I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why. Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil…
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Apparently A Cessna and Elbow Grease Is All Ukraine Needs || Peter Zeihan
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The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan. Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs…
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How Tariffs and Drones Saved Ukrainian Agriculture || Peter Zeihan
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Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones. Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture
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Why I Don't Care About the Fallen Bridge in Baltimore || Peter Zeihan
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At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it... Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore…
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Things I (Do) Worry About: Higher Education in the US || Peter Zeihan
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If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros... Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education…
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More Than Hon Hon Hon: What Are the French Up to in Ukraine? || Peter Zeihan
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There's been recent discussions by French President Macron regarding deploying French troops to Ukraine. Is this really going to happen and why would they do this? Full Newsletter: https://mailchi.mp/zeihan/what-are-the-french-up-to-in-ukraine
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The new face of military technology is here...and no its not some Master Chief type suit running around the battlefield. We're talking about the democratization of tech applications and the empowerment of individual soldiers to make strategic decisions. Full Newsletter: https://mailchi.mp/zeihan/the-new-face-of-military-technology…
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Japan: Zero No More (Interest Rates Are Rising) || Peter Zeihan
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The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero to negative interest rates. So, is this a sign of a return to normality for Japan or is something else going on? Full Newsletter: https://mailchi.mp/zeihan/japan-zero-no-more
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The Rising Incompetence of the Russian System || Peter Zeihan
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More details have emerged about the March 22 terror attack outside Moscow. The information does not look good, with the biggest takeaway being the Russian government's showcasing of a shocking incompetence in security matters. That will haunt this regime until the day it falls. Full Newsletter: https://mailchi.mp/zeihan/the-rising-incompetence-of-t…
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Terror Attack at Concert Hall in Moscow Suburb || Peter Zeihan
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Late evening on Friday, March 22 local time, three gunman attacked a concert venue in a Moscow suburb, setting it ablaze and killing an as-yet-unknown number of civilians. Full Newsletter: https://mailchi.mp/zeihan/terror-attack-at-concert-hall-in-moscow-suburb
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We're all quite familiar with the concept of inflation, but inflation's dark and twisted sister -deflation- doesn't come out of his shell all that often. So, for our next episode of 'Things I Worry About' we're talking about deflation. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-deflation…
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How Shrinking Populations Determine Economic Growth || Peter Zeihan
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We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies. Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth
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Russian Tech Transfers and Propaganda in the US || Peter Zeihan
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It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US. Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us…
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The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities. Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn
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Does a Green Future = Lower Energy Usage? || Peter Zeihan
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Some European economists came up with a super-duper-hyper-revolutionary solution to the green problem...just use less energy! Crazy, right? Before we write off this idea completely, let's break it down. Full Newsletter: https://mailchi.mp/zeihan/does-a-green-future-lower-energy-usage
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China, AI and Geopolitical Dynamics - Question Time with Peter Zeihan: Episode 4
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In this episode, we'll be discussing a wide array of topics, including labor problems and AI's impact on labor markets, challenges associated with chip shortages, differences between developing and developed countries, China's future, and more. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-4…
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Ukraine Drone Strike Hits Refining Complex Deep in Russia || Peter Zeihan
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Ukraine has been ramping up drone strikes and they just successfully hit another refining complex in Russia. The strike on the Nizhny Novgorod complex triggered a major fire and caused significant damage to storage units as well as other refining equipment. The pipeline network, however, remains intact. Full Newsletter: https://mailchi.mp/zeihan/uk…
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A WTF Moment in the Middle East (US Dock in GAZA?) || Peter Zeihan
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In President Biden's State of the Union address a few days ago, he announced plans to build a floating dock to deliver humanitarian aid to Gaza. This dock would help provide significant food supplies to this area, but at what cost? Full Newsletter: https://mailchi.mp/zeihan/a-wtf-moment-in-the-middle-east…
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Russian Bombs Get an Upgrade (FAB-1500 to Glide Bomb) || Peter Zeihan
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We've seen both sides of the conflict in Ukraine adopting and adapting new ways of fighting. While Ukraine has innovated with drones and satellite tech, Russia has modified its large FAB-1500 dumb bombs into glide bombs. Full Newsletter: https://mailchi.mp/zeihan/russian-bombs-get-an-upgrade
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Can Discharge Petitions Save the Dysfunctional House of Representatives? || Peter Zeihan
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The House of Representatives is looking like dysfunctional family as of late, and of course, the weird uncle stirring up the pot is the Greenpeace faction. Opposing nearly every bill that dares to exist, they've essentially halted all legislative proceedings. Full Newsletter: https://mailchi.mp/zeihan/a-faint-glimmer-of-hope-in-the-house-of-represe…
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The Worry List: Collapse of the Semiconductor Industry || Peter Zeihan
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One of the most asked questions I receive is "what keeps you up at night?" So, I figured I would turn that question into a series called "Things I (Don’t) Worry About" where I'll discuss all the things that have me tossing and turning and what helps me sleep like a rock. First on the docket is the semiconductor industry. Full Newsletter: https://ma…
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Quantum Computing and the Future of Technology || Peter Zeihan
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We've all been hearing sci-fi tales of quantum computing for decades now, but what will its impact actually look like and how soon can we expect it? Full Newsletter: https://mailchi.mp/zeihan/quantum-computing-and-the-future-of-technology
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China, Taiwan and My 2023 Prediction Breakdown - Question Time with Peter Zeihan: Episode 3
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In this episode, we'll be discussing the complex relationship between China and Taiwan, China’s struggle with youth unemployment, and a look back at some of my predictions from 2023. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-3
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I was scanning the financial news this morning and realized Germany was in recession. In my morning brief I was informed Japan was in recession as well. On a call with a client someone brought up that the United Kingdom had joined the downers club. A quick convo with the staff revealed the same was true for Hungary and Ireland. And Greece and Lithu…
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Europe's Latest S*** Show: Farmers On Strike || Peter Zeihan
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If you've seen the videos of tractors driving through city centers and spraying manure on government buildings, then you're well aware of the farmer protests happening throughout Europe...but why are they protesting? Full Newsletter: https://mailchi.mp/zeihan/europes-latest-s-show-farmers-on-strike
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Israel and Russia Fall Out (Sending Aid to Ukraine) || Peter Zeihan
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In a marked shift away from the historical relationship between Israel and Moscow, Israel plans to send early warning radar to Ukraine. The details of this plan are still unconfirmed, but let's break it down. Full Newsletter: https://mailchi.mp/zeihan/israel-and-russia-fall-out-kindle
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Tourism Trends: Where Are You Spending Vacation? (Maybe Nashville???) || Peter Zeihan
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Before I take the stage at the Country Music Hall of Fame here in Nashville, I figured we should talk about the future of tourism and where all the bachelorette parties are heading next. Full Newsletter: https://mailchi.mp/zeihan/tourism-trends-where-are-you-spending-vacation
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