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The Peter Zeihan Podcast Series
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The Peter Zeihan Podcast Series

Author: Peter Zeihan

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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!

343 Episodes
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Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go. Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer
Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman. Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low
The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth...Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance
We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing. Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain
Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US). Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers
The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about. Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks
A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it. Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here
Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years. Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands
The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US). Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth
RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process. Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election
As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route
Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution
Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries? Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now
This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet? Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet
When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars
Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine
It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations.Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics
The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method. Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap
In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show. Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of
I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth? Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem
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Comments (6)

Maelstromoracle

It was actually the conservative CDU that shut down nuclear power in Germany. Not the green party.

Mar 4th
Reply

Angus Haywood

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.

Feb 6th
Reply

forward slash

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.

Dec 1st
Reply

Floyd Lawsen

It is not "nucular." It is difficult to take someone seriously if they cannot even pronounce "nuclear" correctly.

Nov 7th
Reply

J.W.S.

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.

Aug 15th
Reply

Abel Santa Ana

loved it. The "all Biden not do is not die" was hilarious, but very true.

Apr 26th
Reply
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