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


    • Jun 24, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 6m AVG DURATION
    • 671 EPISODES


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    Latest episodes from The Peter Zeihan Podcast Series

    What is Israel's Victory Condition in Iran? || Peter Zeihan

    Play Episode Listen Later Jun 24, 2025 4:10


    Israel and Iran are still going at it, but things have not significantly escalated. Here's a breakdown of the situation and what could come next.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-is-israels-victory-condition-in-iran

    Oil Markets Aren't Worried About Iran || Peter Zeihan

    Play Episode Listen Later Jun 23, 2025 4:27


    With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out though, we don't live in the same world we did a few decades ago.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/oil-markets-arent-worried-about-iran

    Israel Launches Attack on Iranian Nuclear Sites || Peter Zeihan

    Play Episode Listen Later Jun 20, 2025 5:57


    Israel has launched a significant military campaign against Iran, primarily targeting nuclear facilities. Let's break down the targets, impacts, and what's coming.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israel-launches-attack-on-iranian-nuclear-sites

    Watch This Number for Recession Indicators || Peter Zeihan

    Play Episode Listen Later Jun 20, 2025 6:01


    Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could be coming.Join the Patreon here: https://www.patreon.com/PeterZeihanLink to the tracker: https://fred.stlouisfed.org/series/ICNSAFull Newsletter: https://mailchi.mp/zeihan/watch-this-number-for-recession-indicators

    Trump Calls in the Marines for California's Protests || Peter Zeihan

    Play Episode Listen Later Jun 19, 2025 5:48


    Anyone remember that 2011 movie called Battle Los Angeles? It's beginning to look a lot like that again, just with a different kind of aliens this time.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-calls-in-the-marines-for-californias-protests

    The Revolution in Military Affairs: Series Intro || Peter Zeihan

    Play Episode Listen Later Jun 18, 2025 6:13


    Today, we're launching into our new series on the future of military affairs. Before we get into what is coming, let's first discuss what past revolutions in warfare have looked like.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-series-intro

    Musk Pulls the Carpet Out from Under DOGE || Peter Zeihan

    Play Episode Listen Later Jun 17, 2025 4:08


    The leader of DOGE (aka Elon Musk) has fallen from grace with President Trump and the rest of the agency is crumbling behind him. So, where does this leave the Department of Governmental Efficiency?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/musk-pulls-the-carpet-out-from-under-doge

    Trouble in MAGA Paradise || Peter Zeihan

    Play Episode Listen Later Jun 13, 2025 12:48


    America's “favorite” couple is breaking up...and doing so very publicly. I guess there just wasn't enough room for two egotistical divas in the relationship.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trouble-in-maga-paradise

    Should the US Military Invade Mexico? || Peter Zeihan

    Play Episode Listen Later Jun 13, 2025 9:03


    With rising violence in Mexico, is it time that the US military steps in? To quote Michael Scott, "No God please no!"Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-us-military-invade-mexico

    The Demographic Crisis in Russia || Peter Zeihan

    Play Episode Listen Later Jun 12, 2025 6:17


    The Russian demographic crisis is worsening. So, let's look at the long-term structural, social, and economic problems, as well as some of the more recent changes hurting the Russian population.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-demographic-crisis-in-russia

    Finally, Some Clarity on US-China Relations || Peter Zeihan

    Play Episode Listen Later Jun 11, 2025 4:20


    It's a bird, it's a plane, it's...some long-awaited clarity on US-China relations. Here are the two major developments that we're tracking and what they mean moving forward.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/finally-some-clarity-on-us-china-relations

    What's Up with the Middle East: Saudi Oil Slips || Peter Zeihan

    Play Episode Listen Later Jun 10, 2025 6:31


    Oil has been the secret sauce for the Middle East for ages, but that's beginning to change.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-saudi-oil-slips

    Ukraine Strikes Russian Strategic Bombers || Peter Zeihan

    Play Episode Listen Later Jun 9, 2025 3:10


    Ukraine just did more to enhance American national security than any country since 1945. Here's what went down...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russian-strategic-bombers

    Coping Mechanisms 101: The "TACO" Trade || Peter Zeihan

    Play Episode Listen Later Jun 9, 2025 6:17


    I won't ramble on about Trump's chaotic trade policy because you're all aware of that. However, there are some interesting updates to share.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/coping-mechanisms-101-the-taco-trade

    What's Up with the Middle East: Syrian Dysfunction || Peter Zeihan

    Play Episode Listen Later Jun 6, 2025 5:43


    Next up in the Middle East series is Syria. They're enjoying a calm period right now, but the new President, Ahmed al-Sharaa, is walking on eggshells to avoid the deep-rooted problems that have plagued Syria for ages.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-syrian-dysfunction

    What's Up with the Middle East: Turkish Dominance || Peter Zeihan

    Play Episode Listen Later Jun 5, 2025 8:56


    We're moving onto the region's most dominant country - Turkey. Sitting at the crossroads of Europe, the Middle East, and the Caucasus, Turkey's military, economy, and political identity have all been shaped by this unique identity.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-with-the-middle-east-turkish-dominance

    What's Up In the Middle East: Israel's Future || Peter Zeihan

    Play Episode Listen Later Jun 4, 2025 8:21


    We're kicking off a short new series on the Middle East. Of course, we must begin with the country on everyone's mind - Israel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-up-in-the-middle-east-israels-future

    The Future of Tourism: Part 2 || Peter Zeihan

    Play Episode Listen Later Jun 3, 2025 4:36


    We're continuing our discussion on the future of tourism with a few new regions. Today we'll be looking at some at-risk European countries, an unstable Middle East, and an uneven Southeast Asia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-2

    The Future of Tourism: Part 1 || Peter Zeihan

    Play Episode Listen Later Jun 2, 2025 4:00


    If you've followed me for a while, you'll know that I take my travel very seriously. Unfortunately, it seems that my work keeps crawling its way into my personal life, because deglobalization is changing tourism as we know it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-tourism-part-1

    America's Processing Crisis: Racing China's Decline || Peter Zeihan

    Play Episode Listen Later May 30, 2025 2:50


    One of the biggest challenges to US reindustrialization isn't the raw materials, it's the lack of processing infrastructure to convert those raw materials into intermediate products. Let's break it down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/americas-processing-crisis-racing-chinas-decline

    The Future of Piracy (ARRRGH!) || Peter Zeihan

    Play Episode Listen Later May 29, 2025 5:44


    As the US withdraws from its position as global protector of the seas, will the age of pirates return once more? Okay, maybe Blackbeard won't be making a comeback, but piracy will have a role in the future of trade.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-piracy-arrrgh

    Did Trump Just Wreck US-India Relations? || Peter Zeihan

    Play Episode Listen Later May 28, 2025 4:18


    With tensions rising in India and Pakistan, it was only a matter of time before Trump had to step in and put his foot in his mouth. Basically, what happened is the Trump administration announced a ceasefire and peace talks between India and Pakistan...seemingly without consulting either side.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/did-trump-just-wreck-us-india-relations

    Iran Snuggles Up with the Houthis in Yemen || Peter Zeihan

    Play Episode Listen Later May 27, 2025 4:25


    Yemen, despite all the odds being stacked against it, has recently become strategically significant.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/iran-snuggles-up-with-the-houthis-in-yemen

    The Fire Hose of Chaos: How Do You Lose 100 Million People?

    Play Episode Listen Later May 26, 2025 6:12


    Over 100 million people are missing in China!? No, the Chinese aren't playing the world's largest game of hide and seek, instead there's widespread fraud in their data collection system. Yay!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-how-do-you-lose-100-million-people

    The Fire Hose of Chaos: Xi's Power Chokehold

    Play Episode Listen Later May 23, 2025 4:55


    Xi Jinping continues to push China closer and closer to that scary edge they've been staring at for quite some time. So, what will the fall of China look like?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-xis-power-chokehold

    The Fire Hose of Chaos: China's First Domino

    Play Episode Listen Later May 22, 2025 7:14


    As the pressure within the Chinese system continues to mount, you can expect to see signs as the first few things begin to crack. Those first pieces to slip will be manufactured goods, processed materials, and services.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-chinas-first-domino

    Aging Populations and Which Countries Look the Worst || Peter Zeihan

    Play Episode Listen Later May 21, 2025 3:04


    Note: This video was recorded during Peter's hiking trip in 2024Many countries are on the brink of crisis. No, I'm not talking about political issues or potential wars. Instead, I'm looking at the aging population crisis facing a number of countries around the globe. Let's start with Japan.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/aging-populations-and-which-countries-look-the-worst

    The Fire Hose of Chaos: The “Deal" With the Chinese

    Play Episode Listen Later May 20, 2025 8:53


    Trade tensions are taking their toll on an already fragile Chinese system. The US is dealing with self-sufficiency problems, but for China, it is an existential question. Will this new deal change that?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-deal-with-the-chinese

    The Fire Hose of Chaos: Chinese Edition Intro

    Play Episode Listen Later May 19, 2025 3:43


    Today, we're launching into the next phase of our "Fire Hose of Chaos” series, shifting our focus from the US and onto China. Trust me, there will be no shortage of chaos in this series either.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-chinese-edition-intro

    The Question of Leadership…And Management || Peter Zeihan

    Play Episode Listen Later May 16, 2025 8:13


    Everyone gets mad at me for critiquing the leader that they like, but listen...I'm out here roasting everybody. Whether it's Obama, Trump, Xi Jinping, or Grandma, nobody is safe. Okay fine, we'll leave Gram Gram out of it for today.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-question-of-leadershipand-management

    The Fire Hose of Chaos: American Brands

    Play Episode Listen Later May 15, 2025 5:19


    Many of America's most beloved brands rely on Chinese manufacturing, but what happens when that goes away?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-american-brands

    The Russians Continue Stirring the Romanian Pot || Peter Zeihan

    Play Episode Listen Later May 14, 2025 5:15


    Romania just held its second attempt at the first round of presidential elections, after the initial round was invalidated due to Russian interference. Looks like the Romanians are having some major déjà vu.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russians-continue-stirring-the-romanian-pot

    The Fire Hose of Chaos: Agriculture

    Play Episode Listen Later May 13, 2025 11:35


    US agriculture is heading towards a major crisis, and yes, Trump's trade policies are to blame for this as well. Many of the US ag export markets are closed off, and farmers are feeling the heat.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-agriculture

    The Fire Hose of Chaos: The Fed

    Play Episode Listen Later May 12, 2025 4:39


    Jerome Powell has been on the receiving end of Trump's threats and the markets have reacted negatively to the undermining of the Fed's credibility. Here's the full picture.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-the-fed

    The Night the Lights Went Out in Geor- er, Spain || Peter Zeihan

    Play Episode Listen Later May 10, 2025 7:35


    On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain

    The Fire Hose of Chaos: Recession Time

    Play Episode Listen Later May 9, 2025 4:08


    What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a policy-induced recession. Here's what's happening.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-recession-time

    The Fire Hose of Chaos: Housing Problems

    Play Episode Listen Later May 8, 2025 5:52


    Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression and trying to blow the entire housing industry down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-housing-problems

    The Fire Hose of Chaos: Steel and Aluminum

    Play Episode Listen Later May 7, 2025 5:05


    The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are raging wildfires. So, let's look at two that are in the thick of it: steel and aluminum.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-steel-and-aluminum

    The Fire Hose of Chaos: Finance

    Play Episode Listen Later May 6, 2025 9:52


    The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these financial woes might sting a bit more than we thought.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-finance

    The Fire Hose of Chaos: Port Fees

    Play Episode Listen Later May 5, 2025 3:49


    Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-port-fees

    Will New Zealand Dive or Thrive? || Peter Zeihan

    Play Episode Listen Later May 3, 2025 7:26


    In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive

    A Concerning Update to the Russian Reach Series || Peter Zeihan

    Play Episode Listen Later May 2, 2025 9:20


    Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series

    The Fire Hose of Chaos: The Green Transition Is Over

    Play Episode Listen Later May 1, 2025 4:55


    The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over

    The Fire Hose of Chaos: Government Debt

    Play Episode Listen Later Apr 30, 2025 5:12


    With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt market and the future of the USD?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-government-debt

    The Fire Hose of Chaos: What Is Hegseth Doing?

    Play Episode Listen Later Apr 29, 2025 13:14


    Pete Hegseth, the current Secretary of Defense, has been doing his best to completely dismantle the United States' ability to fight a war now or in the future. Let's look at why this is happening...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-is-hegseth-doing

    The Fire Hose of Chaos: Corruption || Peter Zeihan

    Play Episode Listen Later Apr 28, 2025 8:07


    The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I'm not talking about starting a cryptocurrency or manipulating the stock market, this is deeper.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-corruption

    Why There's No Fentanyl in Easter Eggs This Year || Peter Zeihan

    Play Episode Listen Later Apr 27, 2025 3:47


    US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia Michoacana.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-theres-no-fentanyl-in-easter-eggs-this-year

    The Fire Hose of Chaos: Bye-Bye De Minimis

    Play Episode Listen Later Apr 26, 2025 4:15


    The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis

    The Fire Hose of Chaos: Don't Expect Many Trade Deals

    Play Episode Listen Later Apr 24, 2025 6:01


    The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals

    The Fire Hose of Chaos: Wait, The Recession Is Already Here?

    Play Episode Listen Later Apr 23, 2025 6:48


    What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here

    Should the US Stay in the Middle East? || Peter Zeihan

    Play Episode Listen Later Apr 22, 2025 5:01


    Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east

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