The Peter Zeihan Podcast Series

Robert Lighthizer, the former US Trade Representative during Trump's first term, declined to return for a second term? But why?

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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?

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Full 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?

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Full 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?

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Link to the tracker: https://fred.stlouisfed.org/series/ICNSA

Full 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.

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Full 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.

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Full 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?

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Full 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.

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Full 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!"

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Full 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.

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Full 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.

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Full 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.

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Full 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...

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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.

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Full 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!

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Full 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?

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Full 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.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-chinas-first-domino

Note: This video was recorded during Peter's hiking trip in 2024

Many 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.

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Full 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?

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Full 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.

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Full 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.

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Many of America's most beloved brands rely on Chinese manufacturing, but what happens when that goes away?

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-american-brands