The Peter Zeihan Podcast Series

This video was recorded before Peter left on his New Zealand trip Western sanctions against Russia aim to restrict revenue flows by barring access to Western shipping, banking and insurance...but there's one more step that could be taken to put the final sanction nail in the Russian coffin. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/Peter...

Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-failure-of-chinese-real-estate

With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates to climate change. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-climate-change

Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican cartels as terrorist groups, which will have some unintended consequences. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-cartels-terrorism-andincreasing-migration

Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The Analyst tier, here is your reason... In addition to getting access to the Live Q&A and all the premium content, you'll also be helping a good cause. All new Analyst tier membership fees for the first three months of 2025 will be donated...

There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian troops are continuing their slow slog toward the Ukrainian city of Pokrovsk. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/its-time-for-an-update-on-the-war-in-ukraine

Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and what to expect in the coming decade or so. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/boomers-xers-and-budgeting

Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/milei-one-year-on

We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/intel-keeps-playing-catch-up-with-tsmc

A potential US recession or depression is always in the back of our minds, but how close are we really? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-next-recession-isnt-here-quite-yet

Although Russia's military performance in the Ukraine War has been underwhelming, that doesn't mean we can write off the Russians quite yet. This conflict, and what could follow, should still be a top concern for the West. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/russia-is-failing-not-failed

Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what it will mean for US reindustrialization. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-reindustrialization

Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite isolated from the US, so Trump can have a bit more fun with his policies. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-iran

In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case for certain urban cores, China's national TFR is closer to 1.0. Still abysmal, though slightly less catastrophic. -ZoG Everyone knows where I stand on China, but how will Trump's second term play into that? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zei...

The Chinese are stockpiling resources - food, fuel, and materials - to help it endure a protracted conflict with the US. Is this something to be concerned about? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/china-has-no-chance

With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign intervention in Venezuela open its oil supply as an alternative to Middle Eastern oil. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-in-middle-east

Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense spending, China, and European alliances. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-nato

As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-20-russia

Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2

Trump just kicked around invading and coercing some allies. Oh boy.... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin

When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1

A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam

That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid

Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://m...

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism