The Peter Zeihan Podcast Series

Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed that this move would have some adverse effects, like reviving the Colombian cocaine trade.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47vz7vA

The US just committed roughly $20 billion in a currency-swap with Argentina. That's a whole lot of pesos. So, why did the US extend this lifeline, and will it save Argentina from itself?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43IFGd4

Let's first establish that Qatar is not building a new base in the US. They are funding an expansion of an existing US facility used to train F-15 pilots. And second, Qatar isn't interested in those Idaho potatoes, they're looking for something a bit more nuanced.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4qmrQXE

The Trump administration's campaign against alleged Venezuelan drug smuggling is raising some eyebrows. Let's unpack the War Powers Act and how it applies to this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3LlgWkI

There has been plenty of public frustration over Trump's policies and actions, but that doesn't necessarily translate to political momentum.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4neSMWC

Since the beginning of the war in Ukraine, the US has been trying to figure out the appropriate level of involvement. Tomahawk Missiles would be quite the game-changer for this cyclical conversation.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4ol8C2C

US military intervention in Venezuela keeps getting floated around, but I'm not sure people fully comprehend how UGLY this would be.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WEp0Q1

It looks like the peace deal between Israel, Gaza, Hamas, and other Arab States is holding (so far). The fighting has stopped, refugees are returning, and Trump deserves all the praise he's getting right now.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nMyGE3

It's Friday evening, the office is packing up for the weekend, and the boss decides it's the perfect time to announce something big. So, I hope you enjoyed your weekend of mulling over the idea of what a 100% tariff on all Chinese imports would look like.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4n7L0xN

While the Russians are busy throwing everything they can at Ukraine, could China make a move to seize Siberia?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IRFG3u

Anytime we have a sitting US president that has exceeded the average lifespan, it’s a warranted endeavor to explore what happens after...they bite the dust. So, how would President Vance hold up?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IWhCfC

The US needs to massively expand its ability to generate electricity. A possible solution? Mixed-oxide nuclear fuel.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KGvCL6

Next up on Trump's chopping block, we have US agriculture. Staring down a broad list of restrictive tariffs, US agriculture is entering a crisis of its own.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46V2Xt4

President Trump might finally be throwing the Ukrainians a bone, as the US may begin providing the precision targeting intelligence for strikes deep inside Russia. This marks a major shift in US policy on Ukraine.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oqtplN

It looks like there's finally a sign of life coming from the Senate chambers. After years of ceding power to the executive branch, a handful of Senators seem to have finally taken a stand.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gRsWWW

It appears Trump and Hegseth have been getting the Led out, because the song 'Ramble On' pretty much summarizes how their speeches went the other day.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4gPT30m

If you tasked me with creating a list of the greatest threats to America, I'm not sure cabinets, name-brand drugs, and semi-trucks would be on there...but the President disagrees.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3KBe3Mm

Putin just took things one step too far. After sending Russian drones and jets into NATO countries' airspace (and denying responsibility of course), President Trump has said to shoot them down; several European leaders from NATO and the EU are standing by.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pRHOZE

At this critical decade, how will the globes trade routes fare? And which routes will fracture first?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3IIn4mn

As the US steps back from NATO, which country is best suited to take the seat at the head of the table?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-does-a-post-us-nato-look-like

This topic is going to piss off everyone, regardless of where you stand. So, while you watch today's video, take comfort in the fact that everyone will be offended. Now, onto Israel and Palestine’s ongoing conflict.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-most-violent-chapter-of-israel-and-palestine

The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/immigration-and-tariff-policies-stunt-us-economy

Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you’re not the only one thinking, “Hmmm, why would two countries with mismatched security concerns enter into a defense pact?”Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-pakistan-sign-a-mutual-defense-treaty

I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is it finally happening?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-pressure-is-dialing-up-on-russias-oil-network

Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock

The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-swiss-are-screwed

Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-and-everyone-else-develops-glide-bombs

Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/everybody-wants-to-bomb-qatar

The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-federal-reserves-dilemma

The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-trumps-stance-on-canada-makes-sense

Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march

The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But what changes enabled this to occur?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-hammers-russian-oil-infrastructure

To wrap up this short series on things that went down while I was away, we'll be looking at some alarming developments in US security.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-4-us-security

Today, we'll be turning our attention towards the economic moves that the Trump admin made while I was away.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-3-economic-status

RFK Jr. was busy while I was away...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-2-us-health

A US federal appeals court has ruled that most of Trump's tariffs are illegal since the president needs congressional authority to declare trade emergencies or impose tariffs.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/while-i-was-gone-part-1-trade-policy-updates

The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-uae-invest-in-a-tech-sector

As we look out onto the battlefields of the wars of tomorrow, will we see humanoid robots and AI-driven autonomous weapons...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-automation-of-war-drags-on

There's a point in many nations' timelines where the per capita income stalls. This is known as the middle-income trap...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/avoiding-the-middle-income-trap

It's not a stretch to say that US agriculture is one of the most automated industries out there...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/automation-of-us-agriculture

I often hear rumblings of China's naval power, but one of the many reasons I pay no mind is the first island chain...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-china-break-through-the-first-island-chain

I hate to be the bearer of bad news, but it doesn't look like we’re all going to have personal Waymos anytime soon. There are four major hurdles.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/george-jetson-would-be-disappointed-with-autonomous-vehicles

The drought in Iran is worsening, but this isn't going to spur radical and immediate political change. Let's unpack it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-the-drought-in-iran-cause-political-change

We're talking about every hiker’s worst nightmare. No, not the feeling of slipping into wet boots that didn't dry out overnight. We're talking about smoke!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/smokey-bears-best-friend

The Russians have been funding their war effort in Ukraine with oil exports, but some new Ukrainian tactics are disrupting that flow.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/ukraine-strikes-russias-druzhba-oil-pipeline

Since the collapse of the Soviet Union, Armenia and Azerbaijan have been in conflict. But the tides are shifting in favor of Azerbaijan, thanks to several things.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-peace-deal-for-azerbaijan-and-armenia

The global rise of right-wing populist governments has complicated the relationships between many of the dominant countries and leaders. The latest is America and India.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/american-and-indian-relations-sour

We're beginning to see a notable shift in the Russians war strategy in Ukraine. Those large-scale meat assaults are being swapped for small infantry advances and widespread air strikes via drones and missiles to overwhelm Ukrainian air defenses.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/russian-evolutions-in-the-ukraine-war

Putin and Trump are planning to meet in Alaska in the coming days. Trump's plan is to emphasize Russia's losses in Ukraine (economically, strategically, and militarily), in hopes that Putin will pull back from the war in Ukraine.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-alaska-summit-putin-and-trump-talk-war

To nobody's surprise, trade talks with Mexico and Canada have stalled. Reminder that these are America's top two trading partners and export markets, so securing a favorable deal isn't just a nice-to-have, it's a necessity.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-trade-talks-nafta-deals-stall