The Peter Zeihan Podcast Series

With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS. Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan

Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe

I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why. Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil

The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan. Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs

Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones. Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture

At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it... Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore

If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros... Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education

There's been recent discussions by French President Macron regarding deploying French troops to Ukraine. Is this really going to happen and why would they do this? Full Newsletter: https://mailchi.mp/zeihan/what-are-the-french-up-to-in-ukraine

The new face of military technology is here...and no its not some Master Chief type suit running around the battlefield. We're talking about the democratization of tech applications and the empowerment of individual soldiers to make strategic decisions. Full Newsletter: https://mailchi.mp/zeihan/the-new-face-of-military-technology

The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero to negative interest rates. So, is this a sign of a return to normality for Japan or is something else going on? Full Newsletter: https://mailchi.mp/zeihan/japan-zero-no-more

More details have emerged about the March 22 terror attack outside Moscow. The information does not look good, with the biggest takeaway being the Russian government's showcasing of a shocking incompetence in security matters. That will haunt this regime until the day it falls. Full Newsletter: https://mailchi.mp/zeihan/the-rising-incompetence-of-the-russian-system

Late evening on Friday, March 22 local time, three gunman attacked a concert venue in a Moscow suburb, setting it ablaze and killing an as-yet-unknown number of civilians. Full Newsletter: https://mailchi.mp/zeihan/terror-attack-at-concert-hall-in-moscow-suburb

We're all quite familiar with the concept of inflation, but inflation's dark and twisted sister -deflation- doesn't come out of his shell all that often. So, for our next episode of 'Things I Worry About' we're talking about deflation. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-deflation

We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies. Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth

It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US. Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us

The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities. Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn

Some European economists came up with a super-duper-hyper-revolutionary solution to the green problem...just use less energy! Crazy, right? Before we write off this idea completely, let's break it down. Full Newsletter: https://mailchi.mp/zeihan/does-a-green-future-lower-energy-usage

In this episode, we'll be discussing a wide array of topics, including labor problems and AI's impact on labor markets, challenges associated with chip shortages, differences between developing and developed countries, China's future, and more. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-4

Ukraine has been ramping up drone strikes and they just successfully hit another refining complex in Russia. The strike on the Nizhny Novgorod complex triggered a major fire and caused significant damage to storage units as well as other refining equipment. The pipeline network, however, remains intact. Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-strike-hits-refining-complex-deep-in-r...

In President Biden's State of the Union address a few days ago, he announced plans to build a floating dock to deliver humanitarian aid to Gaza. This dock would help provide significant food supplies to this area, but at what cost? Full Newsletter: https://mailchi.mp/zeihan/a-wtf-moment-in-the-middle-east

We've seen both sides of the conflict in Ukraine adopting and adapting new ways of fighting. While Ukraine has innovated with drones and satellite tech, Russia has modified its large FAB-1500 dumb bombs into glide bombs. Full Newsletter: https://mailchi.mp/zeihan/russian-bombs-get-an-upgrade

The House of Representatives is looking like dysfunctional family as of late, and of course, the weird uncle stirring up the pot is the Greenpeace faction. Opposing nearly every bill that dares to exist, they've essentially halted all legislative proceedings. Full Newsletter: https://mailchi.mp/zeihan/a-faint-glimmer-of-hope-in-the-house-of-representatives

One of the most asked questions I receive is "what keeps you up at night?" So, I figured I would turn that question into a series called "Things I (Don’t) Worry About" where I'll discuss all the things that have me tossing and turning and what helps me sleep like a rock. First on the docket is the semiconductor industry. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-collapse...

We've all been hearing sci-fi tales of quantum computing for decades now, but what will its impact actually look like and how soon can we expect it? Full Newsletter: https://mailchi.mp/zeihan/quantum-computing-and-the-future-of-technology

In this episode, we'll be discussing the complex relationship between China and Taiwan, China’s struggle with youth unemployment, and a look back at some of my predictions from 2023. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-3