The Peter Zeihan Podcast Series

I was scanning the financial news this morning and realized Germany was in recession. In my morning brief I was informed Japan was in recession as well. On a call with a client someone brought up that the United Kingdom had joined the downers club. A quick convo with the staff revealed the same was true for Hungary and Ireland. And Greece and Lithuania and Estonia and Finland. Israel probably as w...

If you've seen the videos of tractors driving through city centers and spraying manure on government buildings, then you're well aware of the farmer protests happening throughout Europe...but why are they protesting? Full Newsletter: https://mailchi.mp/zeihan/europes-latest-s-show-farmers-on-strike

In a marked shift away from the historical relationship between Israel and Moscow, Israel plans to send early warning radar to Ukraine. The details of this plan are still unconfirmed, but let's break it down. Full Newsletter: https://mailchi.mp/zeihan/israel-and-russia-fall-out-kindle

Before I take the stage at the Country Music Hall of Fame here in Nashville, I figured we should talk about the future of tourism and where all the bachelorette parties are heading next. Full Newsletter: https://mailchi.mp/zeihan/tourism-trends-where-are-you-spending-vacation

For all those with an aversion to woodchippers...today's video is for you. That's right, I'm in Fargo, North Dakota and we're discussing the state's agricultural prowess despite a lack of water access. Ask Peter A Question: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/a-north-dakota-love-story

In this episode, we'll be discussing immigration in Germany, the Hamas-Israel conflict, agricultural challenges in Sudan and South Africa, the UK's trade relationship with the US post-Brexit, the future of blue-collar work and productivity enhancement through automation and AI. Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-2

I've had a lot of you write in concerned about Chinese land purchases in the United States. There's not much to be concerned about here, but let me paint the full picture for you. Full Newsletter: https://mailchi.mp/zeihan/should-we-worry-about-chinese-land-purchases-in-the-us

Hungarian Prime Minister Viktor Orban has indicated that Sweden accession to NATO shall be ratified by the Hungarian Parliament before March 1, which means Sweden will soon be welcomed into the alliance as a full member. Full Newsletter: https://mailchi.mp/zeihan/sweden-in-nato-recap

During a rally last week, former President Donald Trump stated that European allies that do not contribute enough to NATO (in his eyes) would not receive support if Russia were to attack them. Regardless of where you stand on this issue, we need to consider the repercussions of the US stepping away from the NATO alliance. Full Newsletter: https://mailchi.mp/zeihan/europe-goes-nuclear-is-america-le...

Today's entry into our 'Post American' series is a country with a complex political, economic and security landscape. Its a country forged from colonialism that is comprised of diverse ethnic groups coexisting under a single political entity - Nigeria. Full Newsletter: https://mailchi.mp/zeihan/nigeria-after-america

Alexei Navalny, a prominent political prisoner and Putin critic, died in a harsh Siberian prison. This prison was a former Soviet-era gulag, so no real surprise there... Full Newsletter: https://mailchi.mp/zeihan/russian-opposition-leader-alexei-navalny-dies-in-prison

This is the first episode of our new series called 'Question Time with Peter Zeihan!' Every week or so I'll be sitting down with one of the team members from Zeihan on Geopolitics and have them dish out some rapid-fire questions from the 'Ask Peter' forum. Ask Questions Here: https://zeihan.com/ask-peter/ Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-1

For those with daddy issues, today's installment in the 'Post American' series might be a bit triggering. If you're still reading, we'll be looking at the UK's economic and security dilemmas as the global order falls. Full Newsletter: https://mailchi.mp/zeihan/the-united-kingdom-after-america

The Greens are celebrating and the oil industry is kicking and screaming over the Biden administration's decision to pause the review process of liquefied natural gas (LNG) exports. However, this decision’s actual impact is microscopic. Full Newsletter: https://mailchi.mp/zeihan/the-biden-administration-blocks-lng-exports-sorta

At this point you’ve all seen or heard about Tucker Carlson’s interview with Putin (if you haven’t…you didn’t miss much). This was the first time Putin has spoken to an American “journalist” since his military invaded Ukraine in February 2022. Full Newsletter: https://mailchi.mp/zeihan/putins-puppet-show

The semiconductor industry is one of ever-growing importance and its leaders—Intel and TSMC—are now fighting to be the first to bring the next generation of advanced chips to market. Full Newsletter: https://mailchi.mp/zeihan/the-bleeding-edge-of-semiconductors

⁠This conversation took place on October 5th, 2023 at the North Capital Forum 2023 in Mexico City. We discussed the opportunities and challenges that lie ahead for North America. This is an interview with Enrique Perret, Managing Director of the U.S.-Mexico Foundation (USMF) & President and Founder, North Capital Forum (NCF). Full Newsletter: https://mailchi.mp/zeihan/crazy-little-thing-called...

Some of you out there might grovel when the first snowflakes of the season fall, but I'd be willing to bet that the geopolitical significance of that snow hasn't crossed your mind. Today, we'll be exploring winters impact on agriculture and global food security. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-winter

This next country might surprise some of you, but deglobalization might give Poland its moment of fame. That's if they play their cards right, and even then, it will be a fleeting moment, but a moment in the spotlight nonetheless. Full Newsletter: https://mailchi.mp/zeihan/poland-after-america

The Middle East has been a thorn in the side for the US since day one, so why haven't the Americans just abandoned ship? To understand why the US is still involved in the Middle East (and openly facing these potshot-esqe attacks), we need to breakdown this region... Full Newsletter: https://mailchi.mp/zeihan/why-the-middle-east-is-so-aggravating

Today, we're looking at another region that the US will continue to keep tabs on - East Asia. This is one of those regions that will be plenty exciting in coming years, so let's jump in. This video was recorded in the fall of 2023. Full Newsletter: https://mailchi.mp/zeihan/east-asia-after-america

Today's discussion comes to you from Huron Peak. We'll discuss one of the middle powers that's been dealt a bad hand: Romania. At first glance, Romania's geographic situation looks alright - a nice chunk of land near some water bracketed by the Carpathian Mountains - but zoom in, and you'll find three very troubling access points. Full Newsletter: https://mailchi.mp/zeihan/romania-after-america

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has found itself in quite a predicament. Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-global-maritime-shipping

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive. Let’s look at how we got to this point and some potential paths forward. Full Newsletter: https://mailchi.mp/zeihan/the-chinese-housing-crisis-evergrandes-bankruptcy

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria border. I expect a timely retaliation by the US, but what will that look like? Full Newsletter: https://mailchi.mp/zeihan/the-us-and-iran-deciding-what-to-bomb