The Peter Zeihan Podcast Series

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

This video was recorded back in April of this year, hence the snow. The Nimitz is making its final voyage (with a recent detour to the Middle East), before it's set to be decommissioned and replaced by the more advanced Ford-class carriers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-uss-nimitz

Over the weekend, the US launched a major airstrike on Iran, targeting critical nuclear sites. We don't know the extent of the damage as of yet.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-us-strikes-irans-nuclear-facilities

Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-naval-advances

Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the future of Europe's military strategy look like?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-europes-future

Israel and Iran are still in the thick of an air war, which is really their only option given the several countries between them. But are things going to ramp up here soon? Is nuclear war coming? Will the US get involved?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israels-uncertain-endgame-in-iran

Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do so?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-weapons-sales

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

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 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

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

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

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

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

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

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 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

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

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