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Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We're also now live on Substack.Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott's newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/40EeUk9
Panama has taken control of the port facilities previously run by a Chinese company after the courts ruled the original contracts were secured through bribes. This move reaffirms U.S.–Panama relations, as a U.S. ally is now operating the ports.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3P7ck3B
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aHoV6c
I hate to say it, but we still haven't located the fountain of youth. Unfortunately, that means there's no current medical breakthrough that will meaningfully reverse the global demographic problem.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qQOcPZ
U.S. strikes against Iran appear imminent, with two aircraft carriers being positioned in the Persian Gulf. Trump has presented Iran with negotiation terms that would effectively end Iran's status as a regional power, so it's no surprise that negotiations have stalled. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4qX5dIu
The Trump administration has accused China of conducting a small nuclear test in 2020. The claim is that a seismic event was detected in Western China around that time. A lot is going on here, so let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3ZLIYKv
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MCfFqM
Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aOeVH6
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46MOb8z
Drones now account for the majority of casualties in the Ukraine War. One of the innovations that has allowed Russia to improve strike range is by mounting Starlink terminals to drones.Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kLNxhC
Since the U.S. shut down Venezuelan oil exports, Cuba has been sliding towards a severe energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/4kG7MNG
The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Zzf1gs
The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3MknGjZ
Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and practically total control of the government for the next few years.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3O0pf7c
Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and counting planned bond issuance as income. But Japan isn't the only country facing debt issues.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46FFeOd
Welcome back to Impact Theory with Tom Bilyeu! In this electrifying continuation of his conversation with geopolitical strategist Peter Zeihan, Tom dives into the forces shaping the next era of global power. From the much-debated Thucydides' Trap and the real state of China's future to America's political and demographic crossroads, this episode is a masterclass in understanding the seismic shifts rocking our world. Peter Zeihan makes a compelling case for why China's rise might not be the threat many fear, citing geopolitical bottlenecks, demographic crises, and internal political strife. The conversation then takes a sharp, honest look at America's own challenges—from aging demographics and political party chaos to the hard realities of reindustrialization and immigration reform. Along the way, Tom Bilyeu and Peter Zeihan examine the impact of social media on truth, the lessons (and perils) of historical mass migrations, and whether technology can rescue countries facing population decline. Get ready to have your assumptions challenged and your worldview expanded with practical insights on what's really at stake for the future of nations. Whether you're interested in economics, politics, or the fate of entire civilizations, you won't want to miss this wide-ranging, thought-provoking discussion! Website: https://zeihan.comFree Newsletter: https://zeihan.com/newsletterTwitter: https://twitter.com/PeterZeihanYouTube: https://www.youtube.com/@ZeihanOnGeopolitics What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpod Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Blocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impact Thucydides' Trap, China collapse, U.S. global power, demographic decline, Xi Jinping purges, Chinese military, First Island Chain, U.S. Navy, Japanese alliances, one-child policy, population overcount, industrialization, Han Chinese, civilizational collapse, warlords, agricultural dependence, U.S.-China relations, globalization, reindustrialization, NAFTA, industrial policy, political chaos, American demographics, immigration reform, labor shortages, party realignment, social media impact, media regulation, assimilation, European immigration. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4rALnTR
Welcome back to Impact Theory with Tom Bilyeu! In this episode, Tom sits down with geopolitical strategist Peter Zeihan for a fascinating deep dive into the tectonic shifts shaping our world order. Together, Tom Bilyeu and Peter Zeihan unpack why the global landscape is changing—and why it isn't just about any single political figure, but rather the collision of long-standing trends in trade, demographics, and national priorities. You'll hear Peter Zeihan break down how the post–World War II system, built on American-led security and global cooperation, is unraveling amidst demographic decline and shifting alliances. They explore why the current moment might be unlike anything we've seen since the Black Plague, what happens when countries are forced to become economic generalists again, and why U.S. leadership is facing a critical test. Plus, Tom Bilyeu presses Peter on what this means for America's future, global productivity, and the hard choices ahead. Whether you're a geopolitical buff or just eager to understand how economics truly drives world affairs, this episode will challenge your assumptions and give you the tools to see the present—and the future—in a whole new light. Stay tuned for this thought-provoking conversation. Follow Peter Zeihan:Website: https://zeihan.com/Twitter: https://twitter.com/PeterZeihanLinkedIn: https://www.linkedin.com/in/peter-zeihan-1a8176/ YouTube: https://www.youtube.com/@ZeihanonGeopolitics What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpod Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Blocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impact global security, US foreign policy, trade, demographics, Cold War, NATO, globalization, manufacturing, K-shaped economy, world order, American alliances, post-World War II system, containment, economic sanctions, Iraq War, war on terror, US industrial base, economic models, Modern Monetary Theory (MMT), tariffs, Trump administration, supply chain, deglobalization, NAFTA, regional globalization, policy experts, Cuban workforce, Colombia infrastructure, technological stagnation, demographic collapse, China-US relations Learn more about your ad choices. Visit megaphone.fm/adchoices
The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aeIJfH
The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4bCclWO
Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Zg90Fh
First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49WMsQ4
Is India overhyped or genuinely important moving forward? Well, you could make a case for both.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4a3K4Y1
Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Z7bTIt
Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China's institutions are hollow.Join the Patreon here: https://www.patreon.com/PeterZeihan
We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels, not full agreements, and nothing has been ratified. However, the Mother Country is the main exception to this lack of trade talks.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46ewiz4
The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into demographic decline, so let's see what the future has in store.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4kazl19
Canada's prime minister, Mark Carney, recently visited Beijing. This trip sparked rumors that Canada was ditching the US and buddying up with China instead.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49MDVhg
Trump's pledge to roll back regulations isn't inherently bad, but the way he's going about it is problematic in just about every way.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49MDVhg
A poorly designed and destined to backfire tariff has just been announced; this time, the Trump administration has turned its focus to high-end semiconductors.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4b7HKA4
Japan has been dealing with long-term population decline for decades, and the latest report on births per woman dropping to 1.15 confirms that. However, there are some lessons we could all learn from Japan.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LNkAEC
Sure, the US could probably overthrow just about any Latin American government with ease, but what happens after that?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pJxG3Y
Just because the US intervened in Venezuela doesn't mean that America will be abandoning its global military posture.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LCDa2m
Following the capture of Venezuelan President Nicolás Maduro, I've had a ton of theories and ideas flood in. So, it looks like it's time for a good old-fashioned squirrel killin'.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49nAK0M
As Donald Trump marks a year back in office, his threats against Europe and hard-line trade policies are pushing his allies to the edge - while China and Russia, once considered America's enemies, watch on with apparent glee.And if the UK once thought flattery was the best form of defence, the president has put paid to that with potentially crushing tariffs and a swipe at Keir Starmer's Chagos Islands deal - an agreement he had supposedly signed off on.So how do we make sense of a global future in flux?On this episode of The Fourcast, Jackie Long was joined by geopolitical strategist Peter Zeihan.
Taking Greenland is worse than pointless both economically and strategically. As importantly, Denmark is arguably America's most earnest ally, and for decades has given the United States anything it has asked for.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qjIw1J
Colombia looked like it was in the hot seat following Maduro's capture, but tensions seemed to have eased following a call between Trump and President Gustavo Petro.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qQRuDc
Listen as Pastor Stephen Martin and Pastor Daniel Hayworth navigate today's most complex headlines with biblical wisdom and moral clarity.This week's Culture Review covers the Iranian uprising against Islamic rule, the Minneapolis riots over ICE enforcement, the alarming rise of AI-generated child exploitation, and the strategic case for American expansion into Greenland.Perfect for your morning commute or workout—this episode equips you with the scriptural framework to understand current events and engage your world with confidence.You'll Learn:✅ How to apply biblical principles to immigration and national sovereignty✅ Why the Left-Islam alliance exists and what it means for Christians✅ The urgent need for AI regulation to protect children✅ Historical context for America's current "fourth turning"✅ Why courage and clarity are the Christian's calling in 2026Recommended Reading: "The Accidental Superpower" by Peter Zeihan and "The Fourth Turning"New episodes every Monday, Wednesday, and Friday at 7 AM CT. Subscribe now and start your day anchored in God's truth.
There's been speculation that a deal could have been struck between the US and a power like Russia or China that allowed the US to move on Venezuela. Let's put that one to rest.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LC3Ujq
On today's episode, Andy speaks with geopolitical analyst Peter Zeihan about current global developments. Their discussion covers civil unrest in Iran, U.S.–China relations and Taiwan, Germany's military support for Ukraine, and the situation in Venezuela. They also address global oil transport, U.S.–Latin America relations, and strategic considerations involving Greenland .Change Agents is an IRONCLAD ORIGINAL Sponsors: Firecracker Farm Use code IRONCLAD to get 15% off your first order at https://firecracker.farm/ GHOSTBED: Go to GhostBed.com/CHANGEAGENTS and use code CHANGEAGENTS for an extra 15% off sitewide. Norwood Sawmills: Learn more about Norwood Sawmills and how you can start milling your own lumber at norwoodsawmills.com Chapters: 00:00 Intro to Peter Zeihan 01:09 The Iranian Protest Response 08:15 Strikes on Iran 14:11 If China Invades Taiwan 17:52 Germany's role in the Ukraine War 26:19 The Future of Peace Talks in Ukraine 35:24 The Aftermath of the Venezuelan Op 48:24 Can These Global Changes Be Undone? 52:22 Will the US try to take Greenland? Chapters: 00:00 Intro to Peter Zeihan 01:09 The Iranian Protest Response 08:15 Strikes on Iran 14:11 If China Invades Taiwan 17:52 Germany's role in the Ukraine War 26:19 The Future of Peace Talks in Ukraine 35:24 The Aftermath of the Venezuelan Op 48:24 Can These Global Changes Be Undone? 52:22 Will the US try to take Greenland? Learn more about your ad choices. Visit megaphone.fm/adchoices
Venezuela's pseudo-newish-kinda leader, Delcy Rodríguez, just offered President Trump 30-50 million barrels of Venezuelan oil. Let's just call a spade a spade, because this is an overt political bribe.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3Lwn8a2
With renewed American activism in the Western Hemisphere, Venezuela has become just the first to get some "extra attention." So what countries could be next on the list as the US reasserts regional dominance?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LlsJ36
Russia is rapidly depleting its stock of prewar vehicles and losing soldiers faster than population growth can replace them, thrusting it closer and closer to military exhaustion.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3YTUy5E
Canada sharply restricted immigration and scored itself a 0.2% population decline. This flips the script on a long-running strategy of lax immigration to offset low birth rates and prevent pension/workforce collapse.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4snNLyI
"Death to the dictator" chants have broken out during the protests in Iran, indicative of the broader economic and political strain throughout the country.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pkol2g
Venezuela only has one realistic path forward: Oil. That doesn't mean it's a sure thing, though. So, let's lay it all out.Full 12 minute analysis available exclusively on Patreon ➡️ https://bit.ly/3Ny2ln9
Recent data out of Washington shows the US economy is growing faster than expected, but let's lift the hood on these numbers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aJbx1T
Trying to figure out what foreign policy will look like after Trump is a fool's errand. With no strategic consensus or institutional planning capacity, the US is stuck in a car without brakes, a driver, or a steering wheel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3YNSThX
Sam Harris speaks with Peter Zeihan about Trump's second term and its economic and geopolitical consequences. They discuss Zeihan's failed 2024 election prediction, the unprecedented unraveling of American power, Trump's tariff policies, the AI bubble, deglobalization and supply chain vulnerabilities, China's demographic and economic collapse, the degradation of military readiness, Trump's incompetent foreign policy team, Steven Witkoff's role as a Russian propaganda conduit, Melania Trump's unexpected effectiveness as Ukraine's unofficial ambassador, the 28-point peace plan and its $100 billion bribe, the repatriation of kidnapped Ukrainian children, and other topics. If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe.