Claim OwnershipThe Peter Zeihan Podcast Series
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© Zeihan on Geopolitics 2023
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Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
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If you're looking for your daily does of Peter Zeihan...you're not going to find here this week. You'll have to head over to Patreon in order to get early access to all the videos, newsletters and exclusive content. (or you can wait for it to be released a week later on YouTube) Click here to join Patreon: https://www.patreon.com/peterzeihan
Today, 9/30 is the last day before we officially launch the Patreon page! If you want to continue receiving timely videos and newsletters (as well as some exclusive extras) every weekday, then head on over and join the fun on Patreon. Join the Patreon here: https://www.patreon.com/PeterZeihan Russia has struggled to maintain a credible "red line" (referring to the point at which Putin will push the shiny red button) for quite a while now. Full Newsletter: https://mailchi.mp/zeihan/russia-threats-deterrence-and-the-war-of-numbers
1Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan Hurricane Helene is heading toward the Big Bend of Florida and was set to make landfall around midnight last night. As a Category 3 storm, Helene is poised to make quite the splash, so here's what to keep an eye on. Full Newsletter: https://mailchi.mp/zeihan/hurricane-helene-patreon-info
Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihanThe US national debt is so high that it has exceeded 100% of GDP. We're talking over $35 trillion. Nice little chunk of change there. So, what led us to this point and how do we move forward?Full Newsletter: https://mailchi.mp/zeihan/will-the-national-debt-kill-the-us-economy-patreon-launch
Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other. This situation has intensified since Israel became a bit more sensitive to the Middle East’s normal methods of negotiations-via-explosions following the conflict in Gaza. Let's break this all down. Full Newsletter: https://mailchi.mp/zeihan/defanging-hezbollah
The Sinaloa Cartel, once the dominant organized crime group in Mexico, is turning on itself. This is just another notch along the downward spiral of the Sinaloa Cartel since the arrest of El Chapo years back. Full Newsletter: https://mailchi.mp/zeihan/the-civil-war-of-the-sinaloa-cartel
Ukraine has successfully attacked several major Russian ammunition depots, with explosions detectable hundreds of miles away. These strikes suggest Ukraine's war strategy is evolving... Full Newsletter: https://mailchi.mp/zeihan/new-ukrainian-weapons-hit-russia-where-it-hurts
Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on: Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits
If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah. Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition
The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like? Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia
The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like? Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector
Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain). Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors
Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems. Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy
German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany. Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again
Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late. Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media
Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out. Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i
Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery. Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine
Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next? Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer
Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends? Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports
Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it. Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat
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United States
True Americans should be utterly appalled by the transparently political convictions of Donald Trump (whether they like Trump or not). It's because of things like a corrupt justice system, that make me never want to live in Moscow or China or Any other banana republic. Biden needs to GO.
Peter seems to think Trump's felony convictions, are the final stake in the heart of the vampire. There are probably some who think of These felony convictions as a crucifixion of a messiah. Those are only the the extreme minority opinions of American voters.
It was actually the conservative CDU that shut down nuclear power in Germany. Not the green party.
Could have mentioned the widespread stultification, due to a new religion, that dulled the M-East's intellectual, technological, political, institutional, innovations after the 7th century.
I was a big fan of Elon musk when it was all about electric vehicles and becoming an inter planetary species but when he took over social media and turned it into a right wing disinformation sewer I went right off him. What a twat.
It is not "nucular." It is difficult to take someone seriously if they cannot even pronounce "nuclear" correctly.
Our own government is the biggest propaganda purveyor on the globe. U.S. news outlets used to fact check the government. Now, they are the mouthpiece of the propagandists.Also, it's not just the things the news outlets say - it's what they don't report that is also problematic. We are turning into China at an alarmingly fast pace.
loved it. The "all Biden not do is not die" was hilarious, but very true.