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...
These Six Countries Are Running Out of People || Peter Zeihan
We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline?
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The Future of Bolivian Lithium || Peter Zeihan
Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor and starved of foreign investment.
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Regime Change for Venezuela || Peter Zeihan
The Trump administration is sending the USS Ford, America’s most powerful supercarrier, to the waters off Venezuela...
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Russia: Trump Pulls the Trigger
After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's largest oil firms.
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A Reckoning for Pakistan || Peter Zeihan
The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political foundations of the countries. So, let's look at the mounting instability threatening Pakistan's internal cohesion.
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Trump and Petro Revive the Colombian Cocaine Industry || Peter Zeihan
Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed that this move would have some adverse effects, like reviving the Colombian cocaine trade.
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A $20 Billion Band-Aid for Argentina || Peter Zeihan
The US just committed roughly $20 billion in a currency-swap with Argentina. That's a whole lot of pesos. So, why did the US extend this lifeline, and will it save Argentina from itself?
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Qatar Bribes Its Way into Idaho || Peter Zeihan
Let's first establish that Qatar is not building a new base in the US. They are funding an expansion of an existing US facility used to train F-15 pilots. And second, Qatar isn't interested in those Idaho potatoes, they're looking for something a bit more nuanced.
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Venezuela and the War Powers Act || Peter Zeihan
The Trump administration's campaign against alleged Venezuelan drug smuggling is raising some eyebrows. Let's unpack the War Powers Act and how it applies to this.
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Congressional Midterms: Electoral Bloodbath or More of the Same || Peter Zeihan
There has been plenty of public frustration over Trump's policies and actions, but that doesn't necessarily translate to political momentum.
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Tomahawk Missiles for Ukraine || Peter Zeihan
Since the beginning of the war in Ukraine, the US has been trying to figure out the appropriate level of involvement. Tomahawk Missiles would be quite the game-changer for this cyclical conversation.
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So, You Want to Invade Venezuela... || Peter Zeihan
US military intervention in Venezuela keeps getting floated around, but I'm not sure people fully comprehend how UGLY this would be.
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Israel-Palestine: Credit Where Credit's Due || Peter Zeihan
It looks like the peace deal between Israel, Gaza, Hamas, and other Arab States is holding (so far). The fighting has stopped, refugees are returning, and Trump deserves all the praise he's getting right now.
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All That Bitchin' Won't Keep China Around || Peter Zeihan
It's Friday evening, the office is packing up for the weekend, and the boss decides it's the perfect time to announce something big. So, I hope you enjoyed your weekend of mulling over the idea of what a 100% tariff on all Chinese imports would look like.
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Should China Invade Siberia? || Peter Zeihan
While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize Siberia?
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Life After Trump: President JD Vance || Peter Zeihan
Anytime we have a sitting US president that has exceeded the average lifespan, it’s a warranted endeavor to explore what happens after...they bite the dust. So, how would President Vance hold up?
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Would You Like Some Plutonium with That? || Peter Zeihan
The US needs to massively expand its ability to generate electricity. A possible solution? Mixed-oxide nuclear fuel.
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A Dark Future for American Agriculture || Peter Zeihan
Next up on Trump's chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs, US agriculture is entering a crisis of its own.
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A Break for Ukraine || Peter Zeihan
President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.
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A Rare Sign of Life in Congress || Peter Zeihan
It looks like there's finally a sign of life coming from the Senate chambers. After years of ceding power to the executive branch, a handful of Senators seem to have finally taken a stand.
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America’s Generals Gathered for...That? || Peter Zeihan
It appears Trump and Hegseth have been getting the Led out, because the song 'Ramble On' pretty much summarizes how their speeches went the other day.
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And You Thought the Jones Act Was Dumb... || Peter Zeihan
If you tasked me with creating a list of the greatest threats to America, I'm not sure cabinets, name-brand drugs, and semi-trucks would be on there...but the President disagrees.
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Testing NATO (Trump and Europe Prepare for the Worst) || Peter Zeihan
Putin just took things one step too far. After sending Russian drones and jets into NATO countries' airspace (and denying responsibility of course), President Trump has said to shoot them down; several European leaders from NATO and the EU are standing by.
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Say Goodbye to the World's Trade Routes || Peter Zeihan
At this critical decade, how will the globes trade routes fare? And which routes will fracture first?
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What Does a Post US NATO Look Like? || Peter Zeihan
As the US steps back from NATO, which country is best suited to take the seat at the head of the table?
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The Most Violent Chapter of Israel and Palestine || Peter Zeihan
This topic is going to piss off everyone, regardless of where you stand. So, while you watch today's video, take comfort in the fact that everyone will be offended. Now, onto Israel and Palestine’s ongoing conflict.
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Immigration and Tariff Policies Stunt US Economy || Peter Zeihan
The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there).
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Saudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan
Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you’re not the only one thinking, “Hmmm, why would two countries with mismatched security concerns enter into a defense pact?”
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The Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan
I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is it finally happening?
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Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan
Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.
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The Swiss Are Screwed || Peter Zeihan
The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...
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Ukraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan
Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.
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Everybody Wants to Bomb Qatar || Peter Zeihan
Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.
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The Federal Reserve's Dilemma || Peter Zeihan
The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.
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Why Trump's Stance on Canada Makes Sense || Peter Zeihan
The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem.
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Syria and the Return of the March || Peter Zeihan
Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it.
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Full Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march
Ukraine Hammers Russian Oil Infrastructure || Peter Zeihan
The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But what changes enabled this to occur?
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Full Newsletter: https://mailchi.mp/zeihan/ukraine-hammers-russian-oil-infrastructure
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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While I Was Gone, Part 2: US Health || Peter Zeihan
RFK Jr. was busy while I was away...
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