The Peter Zeihan Podcast Series
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 t...
While I Was Gone, Part 4: US Security || Peter Zeihan
To wrap up this short series on things that went down while I was away, we'll be looking at some alarming developments in US security.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-4-us-security
While I Was Gone, Part 3: Economic Status || Peter Zeihan
Today, we'll be turning our attention towards the economic moves that the Trump admin made while I was away.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-3-economic-status
While I Was Gone, Part 2: US Health || Peter Zeihan
RFK Jr. was busy while I was away...
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-2-us-health
While I Was Gone, Part 1: Trade Policy Updates || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-1-trade-policy-updates
Should the UAE Invest in a Tech Sector? || Peter Zeihan
The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers.
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Full Newsletter: https://mailchi.mp/zeihan/should-the-uae-invest-in-a-tech-sector
The Automation of War Drags On || Peter Zeihan
As we look out onto the battlefields of the wars of tomorrow, will we see humanoid robots and AI-driven autonomous weapons...
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Full Newsletter: https://mailchi.mp/zeihan/the-automation-of-war-drags-on
Avoiding the Middle-Income Trap || Peter Zeihan
There's a point in many nations' timelines where the per capita income stalls. This is known as the middle-income trap...
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Full Newsletter: https://mailchi.mp/zeihan/avoiding-the-middle-income-trap
Automation of US Agriculture || Peter Zeihan
It's not a stretch to say that US agriculture is one of the most automated industries out there...
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Full Newsletter: https://mailchi.mp/zeihan/automation-of-us-agriculture
Can China Break Through the First Island Chain? || Peter Zeihan
I often hear rumblings of China's naval power, but one of the many reasons I pay no mind is the first island chain...
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Full Newsletter: https://mailchi.mp/zeihan/can-china-break-through-the-first-island-chain
George Jetson Would Be Disappointed with Autonomous Vehicles || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/george-jetson-would-be-disappointed-with-autonomous-vehicles
Will the Drought in Iran Cause Political Change? || Peter Zeihan
The drought in Iran is worsening, but this isn't going to spur radical and immediate political change. Let's unpack it.
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Full Newsletter: https://mailchi.mp/zeihan/will-the-drought-in-iran-cause-political-change
Smokey Bear's Best Friend: fire.airnow.gov || Peter Zeihan
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!
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Full Newsletter: https://mailchi.mp/zeihan/smokey-bears-best-friend
Ukraine Strikes Russia's Druzhba Oil Pipeline || Peter Zeihan
The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow.
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Full Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russias-druzhba-oil-pipeline
A Peace Deal for Azerbaijan and Armenia? || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/a-peace-deal-for-azerbaijan-and-armenia
American and Indian Relations Sour || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/american-and-indian-relations-sour
Russian Evolutions in the Ukraine War || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/russian-evolutions-in-the-ukraine-war
The Alaska Summit: Putin and Trump Talk War || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/the-alaska-summit-putin-and-trump-talk-war
Trump Trade Talks: NAFTA Deals Stall || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-nafta-deals-stall
Trump Wants a Second Opinion on Labor Statistics || Peter Zeihan
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...
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Full Newsletter: https://mailchi.mp/zeihan/trump-wants-a-second-opinion-on-labor-statistics
The Revolution in Military Affairs: Artificial Intelligence || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-artificial-intelligence
The Revolution in Military Affairs: What's Ahead || Peter Zeihan
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).
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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-whats-ahead
The Revolution in Military Affairs: Water Wars || Peter Zeihan
Today, we move onto the backbone of civilizations, the lifeblood of (most) meaningful empires—water. Will future wars be fought over it?
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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-water-wars
The Revolution in Military Affairs: Recruitment || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-recruitment
Trump Trade Talks: Japan Gets a Deal || Peter Zeihan
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).
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Full Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-japan-gets-a-deal
Trump Trade Talks: US-EU Strike a Deal || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-us-eu-strike-a-deal
Why Trump's Stance on Ukraine Has Changed - Part 2 || Peter Zeihan
Let's unpack Trump's evolving stance on Ukraine a bit more today.
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Full Newsletter: https://mailchi.mp/zeihan/trumps-stance-on-ukraine-pt-2
Why Trump's Stance on Ukraine Has Changed - Part 1 || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/trumps-stance-on-ukraine-pt-1
China vs. Mother Nature: Can the Dikes Hold the Rain? || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/china-vs-mother-nature
Inflation Ticks Up Under Trump-2 || Peter Zeihan
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.
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Full Newsletter: https://mailchi.mp/zeihan/inflation-ticks-up-under-trump-2
What It Means to Be a State || Peter Zeihan
News recently broke that France has decided to officially recognize Palestinian statehood—a move welcomed by some and ignored by others.
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Full Newsletter: https://mailchi.mp/zeihan/what-it-means-to-be-a-state
Keep an Eye on Industrial Construction Spending || Peter Zeihan
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.
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Link to metric: https://fred.stlouisfed.org/series/TLMFGCONS#
Full Newsletter: https://mailchi.mp/zeihan/keep-an-eye-on-industrial-construction-spending
The Future of US Monetary Policy + The Live Q&A Starts Soon! || Peter Zeihan
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/PeterZeihan
Join 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
China's Stance on Iran || Peter Zeihan
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/PeterZeihan
Join 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
Key Economic Indicators to Watch: Retail Sales || Peter Zeihan
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/PeterZeihan
Join 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
The Revolution in Military Affairs: Wars Without People || Peter Zeihan
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/PeterZeihan
Join 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
A Ukraine-US Deal? || Peter Zeihan
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/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Full Newsletter: https://mailchi.mp/zeihan/a-ukraine-us-deal
What Happens After Trump and Putin Split? || Peter Zeihan
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/PeterZeihan
More 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
Copper Imports Slapped with 50% Tariff || Peter Zeihan
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/PeterZeihan
More 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
Trump and Putin Split, Ukraine Gets Aid Again || Peter Zeihan
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/PeterZeihan
More 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
The Highs and Lows of Burgum's Energy Strategy || Peter Zeihan
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/PeterZeihan
More info on MedShare here: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/
Full Newsletter: https://mailchi.mp/zeihan/burgums-energy-strategy
