The Peter Zeihan Podcast Series

The Peter Zeihan Podcast Series

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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 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!

Peter Zeihan


    • Oct 3, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 6m AVG DURATION
    • 742 EPISODES


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    Latest episodes from The Peter Zeihan Podcast Series

    What Does a Post US NATO Look Like? || Peter Zeihan

    Play Episode Listen Later Oct 3, 2025 3:08


    As the US steps back from NATO, which country is best suited to take the seat at the head of the table?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-does-a-post-us-nato-look-like

    The Most Violent Chapter of Israel and Palestine || Peter Zeihan

    Play Episode Listen Later Oct 2, 2025 10:41


    This topic is going to piss off everyone, regardless of where you stand. So, while you watch today's video, take comfort in the fact that everyone will be offended. Now, onto Israel and Palestine's ongoing conflict.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-most-violent-chapter-of-israel-and-palestine

    Immigration and Tariff Policies Stunt US Economy || Peter Zeihan

    Play Episode Listen Later Oct 1, 2025 7:17


    The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/immigration-and-tariff-policies-stunt-us-economy

    Saudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan

    Play Episode Listen Later Sep 30, 2025 3:47


    Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you're not the only one thinking, “Hmmm, why would two countries with mismatched security concerns enter into a defense pact?”Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-pakistan-sign-a-mutual-defense-treaty

    The Pressure Is Dialing Up on Russia's Oil Network || Peter Zeihan

    Play Episode Listen Later Sep 29, 2025 5:27


    I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is it finally happening?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-pressure-is-dialing-up-on-russias-oil-network

    Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan

    Play Episode Listen Later Sep 26, 2025 4:14


    Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock

    The Swiss Are Screwed || Peter Zeihan

    Play Episode Listen Later Sep 25, 2025 5:35


    The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-swiss-are-screwed

    Ukraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan

    Play Episode Listen Later Sep 24, 2025 4:55


    Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-and-everyone-else-develops-glide-bombs

    Everybody Wants to Bomb Qatar || Peter Zeihan

    Play Episode Listen Later Sep 23, 2025 7:09


    Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/everybody-wants-to-bomb-qatar

    The Federal Reserve's Dilemma || Peter Zeihan

    Play Episode Listen Later Sep 22, 2025 3:44


    The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-federal-reserves-dilemma

    Why Trump's Stance on Canada Makes Sense || Peter Zeihan

    Play Episode Listen Later Sep 19, 2025 4:17


    The Trump administration's tough stance on Canada isn't as novel (or as arbitrary) as it may seem.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-trumps-stance-on-canada-makes-sense

    Syria and the Return of the March || Peter Zeihan

    Play Episode Listen Later Sep 18, 2025 4:09


    Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it's unlikely, but let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march

    Ukraine Hammers Russian Oil Infrastructure || Peter Zeihan

    Play Episode Listen Later Sep 16, 2025 4:49


    The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But what changes enabled this to occur?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-hammers-russian-oil-infrastructure

    While I Was Gone, Part 4: US Security || Peter Zeihan

    Play Episode Listen Later Sep 15, 2025 5:11


    To wrap up this short series on things that went down while I was away, we'll be looking at some alarming developments in US security.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-4-us-security

    While I Was Gone, Part 3: Economic Status || Peter Zeihan

    Play Episode Listen Later Sep 12, 2025 10:28


    Today, we'll be turning our attention towards the economic moves that the Trump admin made while I was away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-3-economic-status

    While I Was Gone, Part 2: US Health || Peter Zeihan

    Play Episode Listen Later Sep 11, 2025 4:27


    RFK Jr. was busy while I was away...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-2-us-health

    While I Was Gone, Part 1: Trade Policy Updates || Peter Zeihan

    Play Episode Listen Later Sep 10, 2025 4:36


    A US federal appeals court has ruled that most of Trump's tariffs are illegal since the president needs congressional authority to declare trade emergencies or impose tariffs.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-1-trade-policy-updates

    Should the UAE Invest in a Tech Sector? || Peter Zeihan

    Play Episode Listen Later Sep 9, 2025 6:19


    The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-uae-invest-in-a-tech-sector

    The Automation of War Drags On || Peter Zeihan

    Play Episode Listen Later Sep 8, 2025 4:15


    As we look out onto the battlefields of the wars of tomorrow, will we see humanoid robots and AI-driven autonomous weapons...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-automation-of-war-drags-on

    Avoiding the Middle-Income Trap || Peter Zeihan

    Play Episode Listen Later Sep 5, 2025 5:55


    There's a point in many nations' timelines where the per capita income stalls. This is known as the middle-income trap...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/avoiding-the-middle-income-trap

    Automation of US Agriculture || Peter Zeihan

    Play Episode Listen Later Sep 4, 2025 6:59


    It's not a stretch to say that US agriculture is one of the most automated industries out there...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/automation-of-us-agriculture

    Can China Break Through the First Island Chain? || Peter Zeihan

    Play Episode Listen Later Sep 3, 2025 5:25


    I often hear rumblings of China's naval power, but one of the many reasons I pay no mind is the first island chain...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-china-break-through-the-first-island-chain

    George Jetson Would Be Disappointed with Autonomous Vehicles || Peter Zeihan

    Play Episode Listen Later Sep 2, 2025 5:10


    I hate to be the bearer of bad news, but it doesn't look like we're all going to have personal Waymos anytime soon. There are four major hurdles.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/george-jetson-would-be-disappointed-with-autonomous-vehicles

    Will the Drought in Iran Cause Political Change? || Peter Zeihan

    Play Episode Listen Later Sep 1, 2025 3:50


    The drought in Iran is worsening, but this isn't going to spur radical and immediate political change. Let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-the-drought-in-iran-cause-political-change

    Smokey Bear's Best Friend: fire.airnow.gov || Peter Zeihan

    Play Episode Listen Later Aug 29, 2025 5:58


    We're talking about every hiker's worst nightmare. No, not the feeling of slipping into wet boots that didn't dry out overnight. We're talking about smoke!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/smokey-bears-best-friend

    Ukraine Strikes Russia's Druzhba Oil Pipeline || Peter Zeihan

    Play Episode Listen Later Aug 28, 2025 3:08


    The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russias-druzhba-oil-pipeline

    A Peace Deal for Azerbaijan and Armenia? || Peter Zeihan

    Play Episode Listen Later Aug 27, 2025 7:33


    Since the collapse of the Soviet Union, Armenia and Azerbaijan have been in conflict. But the tides are shifting in favor of Azerbaijan, thanks to several things.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-peace-deal-for-azerbaijan-and-armenia

    American and Indian Relations Sour || Peter Zeihan

    Play Episode Listen Later Aug 26, 2025 7:00


    The global rise of right-wing populist governments has complicated the relationships between many of the dominant countries and leaders. The latest is America and India.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/american-and-indian-relations-sour

    Russian Evolutions in the Ukraine War || Peter Zeihan

    Play Episode Listen Later Aug 25, 2025 7:56


    We're beginning to see a notable shift in the Russians war strategy in Ukraine. Those large-scale meat assaults are being swapped for small infantry advances and widespread air strikes via drones and missiles to overwhelm Ukrainian air defenses.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/russian-evolutions-in-the-ukraine-war

    The Alaska Summit: Putin and Trump Talk War || Peter Zeihan

    Play Episode Listen Later Aug 22, 2025 6:51


    Putin and Trump are planning to meet in Alaska in the coming days. Trump's plan is to emphasize Russia's losses in Ukraine (economically, strategically, and militarily), in hopes that Putin will pull back from the war in Ukraine.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-alaska-summit-putin-and-trump-talk-war

    Trump Trade Talks: NAFTA Deals Stall || Peter Zeihan

    Play Episode Listen Later Aug 20, 2025 6:20


    To nobody's surprise, trade talks with Mexico and Canada have stalled. Reminder that these are America's top two trading partners and export markets, so securing a favorable deal isn't just a nice-to-have, it's a necessity.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-nafta-deals-stall

    Trump Wants a Second Opinion on Labor Statistics || Peter Zeihan

    Play Episode Listen Later Aug 19, 2025 4:55


    The US is known for having the world's most respected, apolitical data systems. Trump's undermining of this system could jeopardize US policymaking for decades...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-wants-a-second-opinion-on-labor-statistics

    The Revolution in Military Affairs: Artificial Intelligence || Peter Zeihan

    Play Episode Listen Later Aug 18, 2025 3:58


    AI is working its way into just about every aspect of modern life. I mean, who didn't fall for that video of the bunnies jumping on the trampoline. But artificial intelligence might not be the game-changer in warfare that you think it is...at least not in the short term.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-artificial-intelligence

    The Revolution in Military Affairs: What's Ahead || Peter Zeihan

    Play Episode Listen Later Aug 15, 2025 5:37


    Before we close out this series on military tech, let's discuss what military advances are on the horizon (and our last episode will cover something we don't need to worry about).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-whats-ahead

    The Revolution in Military Affairs: Water Wars || Peter Zeihan

    Play Episode Listen Later Aug 14, 2025 6:04


    Today, we move onto the backbone of civilizations, the lifeblood of (most) meaningful empires—water. Will future wars be fought over it?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-water-wars

    The Revolution in Military Affairs: Recruitment || Peter Zeihan

    Play Episode Listen Later Aug 13, 2025 3:57


    Most of the conversations in this series will revolve around technology, but recruitment is a large component of keeping a military productive. We're not talking about the high school pull up competitions that the recruiters do, but more of the systemic ideology around recruitment itself.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-recruitment

    Trump Trade Talks: Japan Gets a Deal || Peter Zeihan

    Play Episode Listen Later Aug 12, 2025 5:26


    Japan is one of the few countries who has been willing to step into the batter's box and take whatever Trump throws at them. This time at the plate, they were tossed a 15% tariff on Japanese goods (with some big caveats).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-japan-gets-a-deal

    Trump Trade Talks: US-EU Strike a Deal || Peter Zeihan

    Play Episode Listen Later Aug 11, 2025 5:35


    The Trump administration and the EU have announced a new trade deal. It's more of a political headline than a meaningful agreement, but let's break it down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-us-eu-strike-a-deal

    Why Trump's Stance on Ukraine Has Changed - Part 2 || Peter Zeihan

    Play Episode Listen Later Aug 7, 2025 7:54


    Let's unpack Trump's evolving stance on Ukraine a bit more today.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trumps-stance-on-ukraine-pt-2

    Why Trump's Stance on Ukraine Has Changed - Part 1 || Peter Zeihan

    Play Episode Listen Later Aug 6, 2025 7:11


    It seems that the Trump administration might be listening to some classic rock lately, because his recent stance on Russia and Putin is awfully reminiscent of The Who's 1971 classic "Won't Get Fooled Again." Or maybe Melania just yelled at him.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trumps-stance-on-ukraine-pt-1

    China vs. Mother Nature: Can the Dikes Hold the Rain? || Peter Zeihan

    Play Episode Listen Later Aug 5, 2025 3:37


    Flooding has already claimed lives and destroyed infrastructure in Hebei, Beijing, and Tianjin. Over five feet has already fallen—more than an average year's total rainfall and there is more on the way. There is more to this than just another bad weather forecast.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/china-vs-mother-nature

    Inflation Ticks Up Under Trump-2 || Peter Zeihan

    Play Episode Listen Later Aug 4, 2025 7:57


    We spoke about monetary policy last week, but let's lift the hood. Today, we'll be discussing the inflation outlook under Trump's second term, focusing on tariffs, immigration, and supply chain disruptions.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/inflation-ticks-up-under-trump-2

    What It Means to Be a State || Peter Zeihan

    Play Episode Listen Later Aug 1, 2025 2:52


    News recently broke that France has decided to officially recognize Palestinian statehood—a move welcomed by some and ignored by others.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-it-means-to-be-a-state

    Keep an Eye on Industrial Construction Spending || Peter Zeihan

    Play Episode Listen Later Jul 31, 2025 2:54


    We've got another economic metric for y'all to keep an eye on. Today, we're looking at total construction spending for US manufacturing capacity.Join the Patreon here: https://www.patreon.com/PeterZeihanLink to metric: https://fred.stlouisfed.org/series/TLMFGCONS#Full Newsletter: https://mailchi.mp/zeihan/keep-an-eye-on-industrial-construction-spending

    The Future of US Monetary Policy + The Live Q&A Starts Soon! || Peter Zeihan

    Play Episode Listen Later Jul 30, 2025 7:30


    The Live Q&A is TODAY! Become an Analyst member on Patreon now to get in on the fun! All the info you need to join is on Patreon!Join the Patreon here: https://www.patreon.com/PeterZeihanJoin the Analyst Tier in July and we'll donate your membership fees to MedShare.More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/the-future-of-us-monetary-policy

    China's Stance on Iran || Peter Zeihan

    Play Episode Listen Later Jul 29, 2025 5:32


    The Live Q&A is tomorrow! Become an Analyst member on Patreon before Wed, July 30 at 12PM ET to get in on the fun!Join the Patreon here: https://www.patreon.com/PeterZeihanJoin the Analyst Tier in July and we'll donate your membership fees to MedShare.More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/chinas-stance-on-iran

    Key Economic Indicators to Watch: Retail Sales || Peter Zeihan

    Play Episode Listen Later Jul 28, 2025 3:33


    We're just 3 days away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET.Join the Patreon here: https://www.patreon.com/PeterZeihanJoin the Analyst Tier in July and we'll donate your membership fees to MedShare.More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/economic-indicators-retail-sales

    The Revolution in Military Affairs: Wars Without People || Peter Zeihan

    Play Episode Listen Later Jul 25, 2025 6:56


    We're less than 1 week away from our next Live Q&A for the Analyst members on Patreon! Join us on Wed, July 30 at 12PM ET.Join the Patreon here: https://www.patreon.com/PeterZeihanJoin the Analyst Tier in July and we'll donate your membership fees to MedShare.More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/military-affairs-wars-without-people

    A Ukraine-US Deal? || Peter Zeihan

    Play Episode Listen Later Jul 24, 2025 2:55


    We're excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare.Join the Patreon here: https://www.patreon.com/PeterZeihanMore info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/a-ukraine-us-deal

    What Happens After Trump and Putin Split? || Peter Zeihan

    Play Episode Listen Later Jul 23, 2025 7:14


    We're excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShare.Join the Patreon here: https://www.patreon.com/PeterZeihanMore info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/what-happens-after-trump-and-putin-split

    Copper Imports Slapped with 50% Tariff || Peter Zeihan

    Play Episode Listen Later Jul 22, 2025 4:56


    We're excited to announce our next Live Q&A for the Analyst members on Patreon on Wed, July 30! Join the Analyst Tier in July and we'll donate your membership fees to MedShareJoin the Patreon here: https://www.patreon.com/PeterZeihanMore info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/ Full Newsletter: https://mailchi.mp/zeihan/copper-imports-slapped-with-50-tariff

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