The Peter Zeihan Podcast Series

The advanced developing world is about to have its moment. We're talking about India, Turkey, Indonesia, Vietnam, and Brazil. These countries were a little late to the global scene, but now it's their time to shine, hopefully... Full Newsletter: https://mailchi.mp/zeihan/demographics-part-9-the-advanced-developing-world

Anytime Russia and nukes are mentioned in the same sentence...the world pays attention. But does moving some Russian nukes to Belarus inherently change Putin's military posture?Full Newsletter: https://mailchi.mp/zeihan/russia-moves-nukes-to-belarus

The week's major news is that French President Macron is trying to bring Chinese President Xi to his senses. As Macron urges Xi to drop his support of Putin and the Russian war on Ukraine, we need to see why this conversation is even happening. Full Newsletter: https://mailchi.mp/zeihan/macron-tries-to-reason-with-a-failing-china

For those following Chinese relations, you've probably heard that Honduras just dropped its recognition of Taiwan to establish ties with mainland China. President Tsai responded with a trip to Central America to shore up diplomatic support, but will any of this determine the status of relations between Taiwan, China, and the rest of the world?Full Newsletter: https://mailchi.mp/zeihan/taiwan-loses-honduran-support-to-china

Between geographical barriers, neutral countries, and bloody history, the European space has historically been disconnected. Now that central and western Europe is forming a coalition against the Russians...Putin should be shaking in his boots.Full Newsletter: https://mailchi.mp/zeihan/building-the-anti-russian-alliance

Finland got the green light and has officially become NATO's newest member. While the Finns are breathing a sigh of relief, we must consider how this could change the scope of the war.Full Newsletter: https://mailchi.mp/zeihan/finland-natos-newest-member

By the time you see this, I'll already be on the other side of the world, so I figured it was the perfect opportunity to talk politics...specifically, who will walk away with the 2024 US Presidency.Full Newsletter: https://mailchi.mp/zeihan/the-winner-of-the-2024-us-presidential-election-is

If you want to become a dictator one day, be sure to listen. The week's big news is that the judicial reforms being pushed by Israel's Prime Minister, Benjamin Netanyahu, have been put on hold. This was recorded just outside Manapouri in New Zealand.Full Newsletter: https://mailchi.mp/zeihan/how-to-stop-a-dictator-upholding-israels-judiciary

Despite the threat a Russian victory over Ukraine poses to Turkey, they are taking a far different approach to international affairs than Japan...and it makes a lot of sense when you take a broad look at Turkey's geopolitical situation.Full Newsletter: https://mailchi.mp/zeihan/turkey-navigates-the-ukraine-war

As Japan prepares for the G7 Summit, the topic on everyone's mind is the Ukraine War. By providing aid to the Ukrainians, the Japanese have given us a glimpse into how far the country has come and how they strategically positioned themselves for the years to come.Full Newsletter: https://mailchi.mp/zeihan/japan-prepares-for-a-changing-world

Russia has long operated under the guise of "strategic partnerships" to keep its enemies within striking distance. Putin and Xi's partnership is no different. However, only time will tell who will end up with the knife in their back. Full Newsletter: https://mailchi.mp/zeihan/the-russian-chinese-partnership

The demographic outlook of Southeast Asia is one of the best in the world. It's one thing to have a single country with solid demographics but put all of Southeast Asia together, and the region's strength amplifies. Full Newsletter: https://mailchi.mp/zeihan/demographics-part-8-optimism-for-southeast-asia

I may have ditched the "howdys" and "y'alls" for the high mountains of Colorado, but Austin remains part of one of the fastest-growing economic and urban zones in the western hemisphere. Austin falls right in the middle of the Texas Triangle - a zone comprised of San Antonio, Houston, and Dallas.Full Newsletter: https://mailchi.mp/zeihan/austins-role-in-the-texas-triangle

Due to the war, Ukrainian agricultural exports were reduced to a fraction of their pre-war numbers. The grain deal brokered by the UN was a glimmer of hope that perhaps exports wouldn't entirely fall off the map...until now. Full Newsletter: https://mailchi.mp/zeihan/russia-targets-the-ukraine-grain-deal

Despite some food scares coming out of the former Soviet space, Mother Nature helped 2022 crop production look pretty solid in most of the great agriculture basins of the world. However, this could be the world's last food-secure year for quite a while.Full Newsletter: https://mailchi.mp/zeihan/agricultural-disruptions-in-argentina-and-ukraine

If you've read my latest book, The End of the World Is Just the Beginning, you know what question keeps me up at night: how long will we be able to feed the world's population? With threats to food security increasing daily, China is a scary example of how quickly this situation could go from critical to catastrophic.Full Newsletter: https://mailchi.mp/zeihan/famine-the-ultimate-country-killer

A world caught in deep demographic decline, faced with the loss of consumption and the complications that come with all that...can automation help pull us out of this nose dive? Full Newsletter: https://mailchi.mp/zeihan/will-automation-save-the-world

There are a few reasons the cartels love their cocaine, mainly because it's easy to smuggle and cheap to make. But what happens when you sell it? You're left with a boatload of "dirty cash" you can't do anything with.Full Newsletter: https://mailchi.mp/zeihan/cartels-part-3-the-north-american-drug-war

No, we're not headed for another financial crisis...although, to those with more than 250k in one of the three failing banks, it may seem like we are. Silicon Valley Bank is the largest of the three, but it's still only the 16th largest in the nation.Full Newsletter: https://mailchi.mp/zeihan/the-financial-crisis-of-2023

To my fellow nerds reading along...this is your trigger warning...today we're talking about BAD DATA. Sorry for the dramatics, but I'm sure many of you share my frustration when you can't find the correct numbers for that forecast you're working on or, even worse, the data you used in your model is falsified. Full Newsletter: https://mailchi.mp/zeihan/trusting-the-numbers-in-a-deglobalized-world

Flashback to the 80s with me for a moment...we can leave out the big hair and leg warmers...but let's talk drugs. Most of the cartel activity came from one place, Colombia. If you've ever seen Miami Vice, you get the idea. But once the US caught onto the cartels' "distribution strategy," new ways of getting "product" into the US had to be created.Full Newsletter: https://mailchi.mp/zeihan/cartels-part-2-origins-of-the-drug-trade

The Iranians have stumbled upon what every Green dreams of...a massive store of lithium ore. If the numbers prove true, it would be the 2nd largest deposit ever discovered. But is it too good to be true?Full Newsletter: https://mailchi.mp/zeihan/iran-discovers-a-huge-deposit-of-lithium

On March 7th, two of the four US citizens kidnapped shortly after crossing the border into Mexico were found dead. This raises several questions, but perhaps the most significant is how this will change the United States' policy on Mexican cartels.Full Newsletter: https://mailchi.mp/zeihan/cartels-part-1-americans-caught-in-the-crossfire

With the potential for the Americans to get caught up in simaltaneous wars with the Russians and Chinese, do I think the US can handle it? The short answer is that the US will be fine...Full Newsletter: https://mailchi.mp/zeihan/can-the-us-military-fight-russia-china

The Russians are taking a page from the Iranians by using gold to avoid the sanctions imposed on the Euro and USD. But before we look at how the Europeans are trying to disrupt their gold usage, we must see why gold makes sense for Russia.Full Newsletter: https://mailchi.mp/zeihan/interfering-with-the-russian-gold-trade

In early 2020, reports of a virus sweeping across the globe hit the headlines. But where did it come from? How did it start? This week's news is that the Department of Energy released a low-confidence statement that COVID originated from a lab leak within the Chinese System.Full Newsletter: https://mailchi.mp/zeihan/covid-what-really-happened-in-wuhan

Today we're talking about another region of the world competing for the title of "worst demographics" - and that, of course, is none other than Northeast Asia.Full Newsletter: https://mailchi.mp/zeihan/demographics-part-7-the-northeast-asian-crash

Over the past few years, every aspect of life has been trapped in a constant state of flux...thanks COVID. Unfortunately, the economy's lack of stability forced inflation to skyrocket to 9%. The effect was devastating.Full Newsletter: https://mailchi.mp/zeihan/inflation-the-gift-that-keeps-on-taking

When I get the question - "Is India the next China?" - to the surprise of many, I respond with a resounding NO! And the Indians should be extremely happy about that.Full Newsletter: https://mailchi.mp/zeihan/is-india-the-next-china

Today we're diving into some operational updates from the Ukraine War. First and foremost, daytime temps this winter have rarely dropped below freezing; when they do, it has not been for long enough periods for the ground to freeze. So that means local forces will be rolling around in the pig-sty for at least a few more months.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-operational-updates

Most of us have come to expect that anytime Putin gives a speech, nothing good will come out of it...and his one-year war anniversary address to parliament was riddled with bad news.Full Newsletter: https://mailchi.mp/zeihan/putin-announces-withdrawal-from-start-treaty

Senator Lindsey Graham captured the essence of what today's video is all about - "If you jump on the Putin train now, you're dumber than dirt."Full Newsletter: https://mailchi.mp/zeihan/us-policy-russia-gets-blacklisted

There are very few instances when a prisoner would refuse a chance to get out...one of those being an offer to join the Wagner Group.If you're not familiar with the Wagner Group, they're the militant group that commits war crimes on behalf of the Russian government.Full Newsletter: https://mailchi.mp/zeihan/the-wagner-group-russias-flunkies

Federal Reserve Chairman Jerome Powell wants to shrink the balance sheet to zero over the next few years. And while this may be good for the economy and the US overall, not everyone will like the outcome...especially our vest-wearing friends down on Wall Street.Full Newsletter: https://mailchi.mp/zeihan/fed-shrinking-balance-sheet

Moldova is one of those places that most people couldn't find on a map, but what it lacks in size, it makes up for in strategic significance.Full Newsletter: https://mailchi.mp/zeihan/next-on-the-chopping-block-moldova

The big news from the weekend is that Russia announced a plan to cut 500,000 b/d (barrels per day) of oil production. This accounts for about .5% of global supply and roughly 10% of Russian oil exports.Full Newsletter: https://mailchi.mp/zeihan/how-stable-is-the-russian-oil-industry

Unfortunately for the Chinese, their balloon didn't make it in time for the Macy's Thanksgiving Day Parade...however, it's made a much bigger splash than the rest of this year's balloons.Full Newsletter: https://mailchi.mp/zeihan/its-a-chinese-spy-balloon

It's time we get to the bottom of the question on everyone's mind...why are my eggs so damn expensive? Inflation takes no prisoners, but we may have another source to thank for this... Full Newsletter: https://mailchi.mp/zeihan/why-are-my-eggs-so-d-expensive

Perhaps the scariest takeaway from the Ukraine War is that it's just beginning. To fully understand what is at stake here, we must look at Russia's motivators and the possible outcomes.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-just-getting-started

In the early hours of Monday, Feb. 6th, an earthquake with a magnitude of 7.8 hit the city of Gaziantep in southern Turkey. The quake was felt across Turkey and deep into Syria, leaving behind a path of deadly destruction.Full Newsletter: https://mailchi.mp/zeihan/earthquakes-wreak-havoc-on-turkey-and-syria

For solar power to make sense, there's one non-negotiable component...and yes, it's that bright, shiny thing in the sky - the sun. But just because your planet has a sun doesn't mean you should use solar power...Full Newsletter: https://mailchi.mp/zeihan/the-solar-power-problems

Today we're talking about the redheaded stepchild between mining raw materials and incorporating those into a product...processing. Essentially throwing tons of energy at raw ore and converting it into usable materials like aluminum or steel.Full Newsletter: https://mailchi.mp/zeihan/material-processing-the-redheaded-stepchild

The globalized world has seemingly been great for everyone...security, access to foreign markets, the list goes on...so why would the US choose to continue down the path of deglobalization?Full Newsletter: https://mailchi.mp/zeihan/deglobalization-theres-no-stopping-it-now

As the US attempts to reshore many previously outsourced industries, the Chinese are looking for any opportunity to retain their competitive edge...so let's talk about solar panels.Full Newsletter: https://mailchi.mp/zeihan/chinas-competitive-edge-solar-exports

As the Japanese and Dutch join the US sanctions against Chinese Semiconductors, we find ourselves at a precarious crossroads. The semiconductor industry has long been the personification of globalization, with dozens of products crossing countless borders and supply chains longer than the DMV line. But what happens now?My Latest: https://mailchi.mp/zeihan/semiconductors-chinas-the-odd-man-out

Today we answer the question that's been in the back of everyone's mind since The Terminator came out - is Skynet taking over? The short answer is no, but let me explain what is actually going on with AI...My Latest: https://mailchi.mp/zeihan/is-the-ai-revolution-here

It's time we talk about a region that has long held the title of "worst demographics"...The Orthodox Christian countries.Full Newsletter: https://mailchi.mp/zeihan/demographics-part-6-the-orthodox-predicament

After months of discussion, the Germans have opted to allow the Leopard Tanks to be sent into Ukraine...and while it may seem like this resolution took far too long, anyone that has read a history book can at least understand the reason for the delay.Full Newsletter: https://mailchi.mp/zeihan/germany-green-lights-the-tanks

In the 1930s, the Soviet Union attempted to crush the Ukrainians in a genocide known to history as the Holodomor.Key to the strategy was deliberate efforts to destroy agricultural production to ensure famine. In all, 4 million Ukrainians perished. Today's Russia is about to switch gears in the ongoing military conflict and attempt a second Holodomor. Here's how we should expect the next chapter to begin...Full Newsletter: https://mailchi.mp/zeihan/the-2nd-holodomor

Join us on Feb. 17th at 2:00 pm CST for the webinar - A Global Outlook: One Year Into the Ukraine WarLink to Sign Up: http://bit.ly/3wjBIGXOne of the most commonly asked questions I get is “How can I attend one of your speaking engagements?” So here’s your chance. On February 17th at 2:00 pm CST, I’ll be hosting a Webinar to discuss the Global Outlook One Year into the Ukraine War. We’ll dive into the global impacts the war has had on supply chains, agriculture, and much more. After my presentation we’ll have a Q&A portion to answer all those burning questions.Those who attend the webinar will have exclusive access to a recording of the event, as well as all of my slides, charts and graphs used throughout the presentation. Can't make it to the live presentation? No problem! All paid registrants will receive access to the recorded webinar and presentation materials to review at their own convenience.