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!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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/trump-and-putin-split-ukraine-gets-aid-again
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/burgums-energy-strategy
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/elon-musks-america-party
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/tariff-day-is-here-again
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/ Over the past 6 months, we've seen Trump use tariffs for everything under the sun. But the Brazilians just got hit with a 50% tariff for an unorthodox reason…because their former president is being prosecuted.Full Newsletter: https://mailchi.mp/zeihan/live-qa-announcement-and-brazilian-tariffs
The BRICS alliance is like a clown at a five-year-old's birthday party...terrifying when your five, but just kind of weird and sad for all the adults. And if you're still scared of the BRICS alliance, I hate to break it to you, but you might be the five-year-old in this analogy.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/stop-worrying-about-the-brics-alliance
Would inflation be good for the US? Sure, it could erode some of the federal debt, but if that's the best we can come up with...yikes.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/heres-why-inflation-isnt-a-solution
Vietnam has been clawing its way up the American import leaderboard. With Trump's July 9 tariff decision-day quickly approaching, let's look at why Vietnam is next in line to China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/made-in-china-becomes-made-in-vietnam
The future of the Democratic Party in the US isn't looking too bright. When strategy and targeting don't change for over half a century, I suppose that's what they get.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-do-the-democrats-keep-losing-ground
Xi Jinping's ongoing anti-corruption campaign has just found and purged its eighth CMC member, General Miao.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/xi-purges-chinese-military-of-corruptionkinda
American reindustrialization was always going to be painful process, but there were several ways to soften that blow; the biggest of which was our trade relationship with China. At least, it was.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/rebuilding-the-american-industrial-base-rare-earths-edition
Robert Lighthizer, the former US Trade Representative during Trump's first term, declined to return for a second term? But why?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-art-of-trumps-trade-deal
I don't know what was in the water at the latest NATO summit, but something got Trump to be cooperative. Perhaps it had something to do with Mark Rutte greasing his wheels.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/finally-a-productive-nato-summit
Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-ditching-artillery
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