The Peter Zeihan Podcast Series

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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