The Peter Zeihan Podcast Series

New York is a service-based economy, and anytime you have a system like that, cost of living becomes an issue. While the finance bros working 80-hour weeks might be able to afford NYC prices, there's a three-headed dragon wreaking havoc on everyone else...real estate. Full Newsletter: https://mailchi.mp/zeihan/real-estate-the-three-headed-dragon-plaguing-nyc

As the roman-candle-carrying-beer-drinkin’-red-white-and-blue-bald-eagles soar across the US in honor of American Independence, I figured we should talk about a country that will never experience that feeling…Scotland. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-why-is-scottish-independence-a-suicide-pact

Should businesses play a role in pushing society towards positive outcomes regarding environmental and social issues? Today we're breaking down my thoughts on ESG by looking at what it should be, what it is, and what it is not. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-my-thoughts-on-environmental-social-governance-esg

Riots have broken out in France after police killed a 17-year-old kid. When a similar situation occurred in '05, there were weeks of riots. We can't be sure if the same will happen here, but it's worth looking into based on France's unique demographic situation. Full Newsletter: https://mailchi.mp/zeihan/frances-demographic-blindspot-racial-inequality

Today we're breaking down the new demographic data from the Chinese space. This will allow us to make some much-needed updates to an already bleak assessment...and spoiler alert, it's going to get a lot worse. Full Newsletter: https://mailchi.mp/zeihan/new-chinese-demographic-data-population-collapse

The Russian state has kept a degree of separation from the Wagner Group for the past decade, but years of war crimes and avoided sanctions are about to come crashing down on Putin... Full Newsletter: https://mailchi.mp/zeihan/putin-admits-the-wagner-group-is-an-arm-of-the-russian-state

Despite all the hullabaloo about the not-coup in Russia over the weekend, this assessment that we had initially planned to publish still holds true for the tactical situation in Ukraine...as well as some of the strategic implications with the Russians. Full Newsletter: https://mailchi.mp/zeihan/and-now-we-return-to-our-regularly-scheduled-program

For those of you who did more normal things this weekend, you missed a coup in Russia! (Or not...) Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-4-psych

While the future of the Russian government is very much up in the air, the chances of an outright overthrow are thin. However, the future of the Wagner mercenary group is most assuredly not. That puts every Russian military mission outside of the former Soviet Union in terminal danger. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-3-russias-global-footprint

Whether at home or abroad, Russia is the world’s primary provider of lies, misinformation and propaganda. With the future of the Russian government now being challenged, expect wild, competing noise on any and all topics. The issue at hand is not all the Russian propagandists are on the same side. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-2-the-propaganda-war

An attempted coup is in progress in Russia. The mercenary group Wagner, led by a one-time confidant of Vladimir Putin, Yevgeny Prigozin, is attempting to overthrow the Kremlin. The implications for the Ukraine War are…massive. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-1-what-the-hell-is-going-on-and-the-ukraine-angle

Democrat Joe Manchin managed to sneak a few clauses into the debt ceiling extension deal for the completion of his Mountain Valley Pipeline. Environmentalists are pissed, and fossil fuel lovers gave Machin a double thumbs up. So who's right and who's wrong? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-whats-the-deal-with-manchins-gas-pipeline

Prime Minister Modi is stateside and prepping for his address to Congress and state dinner. While a summit with Modi may have been inevitable (as he's the leader of the most populous country and up-and-coming power), we need to look at India's relationship with the rest of the world to see what might come of this meeting. Full Newsletter: https://mailchi.mp/zeihan/mr-modi-goes-to-washington

Armenia and Azerbaijan have some "history" together...and not in a good way. As the Ukraine War ramps up and stress is added to the Russian system, will we see the Armenians and Azerbaijanis creating some new history? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-azerbaijan-try-to-take-nagorno-karabakh-from-armenia

The news of a "new" Chinese listening post in Cuba sparks the question: why is Cuba so important to the US? No, we're not talking about cigars. We're talking about Cuba's role in American strategic planning. Full Newsletter: https://mailchi.mp/zeihan/a-chinese-listening-post-in-cuba-what-it-means-for-the-us

Secretary of State Antony Blinken is heading to China to attempt to reset relations. He's getting flack from both sides, and I won't talk about that, but I do want to bring up three things... Full Newsletter: https://mailchi.mp/zeihan/mr-blinken-goes-to-beijing

We're talking about agriculture today, specifically the ban that five EU countries just placed on Ukrainian exports. With Poland, Hungary, Slovakia, Bulgaria, and Romania dropping this hammer, I would expect Ukraine exports to fall by up to 90%. Full Newsletter: https://mailchi.mp/zeihan/5-eu-countries-ban-ukrainian-agriculture-exports

This is the first of the "Ask Peter" series, so I figured we'd kick it off with a two-parter. First, what's the likelihood of Putin getting assassinated? Second, how is Russia's demographic situation? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-putin-disappear-and-updates-on-russian-demographics

Let's just say that our old friend Smokey Bear wouldn't be too happy with the Canadians this past week. And these fires are likely only the beginning of a very long summer of low air quality. Full Newsletter: https://mailchi.mp/zeihan/north-american-fires-cause-a-smoky-start-to-summer-in-the-us

If reading the headlines gave you some major déjà vu...welcome to the club. Trump is getting hit with a series of new indictments, but will it impact the election? Full Newsletter: https://mailchi.mp/zeihan/how-will-donald-trumps-new-indictments-impact-the-election

As countries across the globe peeled back COVID restrictions, many of those economies saw huge (and much-needed) bumps. With China approaching six months since lifting its lockdown, the question on everyone's mind is why hasn't the world’s second-largest economy seen an economic bump? Full Newsletter: https://mailchi.mp/zeihan/post-covid-china-will-the-economy-bump-or-slump

The Ukrainian counter-offensive is upon us, and there are three main assaults to follow. The first is purely strategic, and the others are a mix of strategic and emotional significance. Full Newsletter and graphic: https://mailchi.mp/zeihan/the-ukrainian-counter-offensive-is-upon-us

I don't usually do this, but today I'm going to be talking about the #haters. We'll also dive a little deeper into the Kakhovka Dam that was destroyed by the Russians. Full Newsletter: https://mailchi.mp/zeihan/of-dams-and-damn-trolls

On June 6th, the Russians destroyed the Nova Kakhovka Dam at the head of a large reservoir on the Dnieper River. This is a logical move for the Russians...at least in the short term. Full Newsletter: https://mailchi.mp/zeihan/the-russians-go-scorched-earth-destroying-a-critical-dam-for-crimea

While in Helsinki, Secretary of State Blinken got some chuckles from the crowd (and me) when he said, "The Kremlin often claimed it had the second strongest military in the world, and many believed it. Today, many see Russia's military as the second strongest in Ukraine." Full Newsletter: https://mailchi.mp/zeihan/laughing-at-russia-wont-solve-all-of-ukraines-problems