The Peter Zeihan Podcast Series

The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis

The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals

What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here

Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east

Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home

If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess

The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas

It's hard to equate Trump's tariff policies to much of anything, but the movie "Unstoppable" where Denzel Washington needs to stop a runaway train might be the best I can come up with. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-new-trade-act

One of the countries who got caught up in the 'Liberation Day' crossfire was Vietnam. Through an arbitrary and poorly informed process, Vietnam was slapped with a 46% tariff. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/tariff-spotlight-vietnam

The Spaniards have been on an economic hot streak as of late. So, what have they been doing right, and will this streak continue? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/ostia-spains-economy-is-booming

The 2025 US threat assessment has revealed that India is now a significant source of precursor chemicals used in fentanyl production, alongside China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/india-complicates-the-us-fentanyl-crisis

It appears that democracy has fallen in Turkey, as Erdogan has arrested his only major political challenger - Istanbul's mayor, Ekrem İmamoğlu. With Erdogan's suppression of his (only) political opposition, he has signaled the transition from a democracy to an autocracy. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/turkey-takes-a-break-from-...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Well, the fat lady ain't singing yet. Late yesterday, more updates on Trump's tariffs were released. Full Newsletter: https://mailchi.mp/ze...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Trump has announced his first big batch of tariffs (that's right, what's happened until this point is fairly small compared to the new stuf...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Well, it finally happened. Word got back to President Trump that Putin and the Russians were making a fool of him in their negotiations and...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan On March 25, President Trump announced a new 25% tariff on purchases of Venezuelan crude. There's a lot going on with this one, so let's co...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Signalgate. Well...Shit.

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan The Trump administration announced a 25% tariff on imported cars and car parts. While this tariff isn't as severe as the others expected on...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan The Trump administration has decided to rescind legal status for over half a million immigrants from Venezuela, Nicaragua, and Haiti. If yo...

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan The Supreme Allied Commander position in NATO allows the US to lead allied forces in wartime. However, the Trump administration is consider...

President Trump and Defense Secretary Pete Hegseth have announced the approval of the Air Force’s newest toy, the Next Generation Air Dominance (NGAD) platform, aka the F-47 fighter jet. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-ngad-platform-f-47

I recorded this video before Trump took office for his second term. At the time, this video outlined the trajectory the US was on. We held off on releasing the video because...well, everything was going to be changing. We'll be doing a deep dive on all of this during the Live Q&A on April 9 over on Patreon. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mai...

If you look back at my videos covering a potential future recession, you'll notice that I really wasn't too concerned in the short term. Well, this next set of tariffs to be announced in early April, might change all of that. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/getting-ready-for-trumps-tariffs

Israel has resumed military operations in Gaza, so any ceasefire or hostage deal that was on the table can be kissed goodbye. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/gaza-goes-back-to-square-one

Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Link to join the Patreon here: https://www.patreon.com/PeterZeihan As the Trump administration shifts US foreign policy, several countries are taking notice of the rising global instability. It look...