The Peter Zeihan Podcast Series

Massive population shocks are nothing new; just look at the Mongol invasions or the Black Death. But is the demographic collapse of today comparable to those historic cases?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4pjcFgH

We're entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs complicate this process, can technology like 3D printing take some of the pressure off?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49SbbFq

The AI race has been all the rage, but what if we were racing ourselves straight into regression?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hYjNMV

ExxonMobil has introduced a new type of proppant that might just spark the next US shale revolution.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4i2oaXs

The Trump administration's sanctions on Russia's energy sector are proving to be more substantive than the other policies we've seen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nR3DGv

For a country that doesn't get much attention, Myanmar matters much more than most realize. While caught in a civil war for decades, Myanmar has a whole lot going for it.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3JrrLl1

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML’s new High-NA EUV lithography machines.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WHTHUB

The strategies implemented by Russia and Ukraine are shifting once again. Let's discuss!Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43ekKKV

Staging a meaningful protest requires several things, and a large young population is one of the key components. So, what happens when there aren't enough young people left?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47FYgnt

President Trump has wrapped up a whirlwind trip to Asia; he met with several key regional leaders...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/43Q87FY

It appears that US military strikes against the Venezuelan government are imminent. Let's take a look at what passes for a military in Venezuela.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4nMXOdi

I’m thrilled to share that my first novel, and fifth book overall, is officially in the works! Acceptable Range is coming in early 2027, and you can join the interest list below now! Join the list here: https://bit.ly/AcceptableRangeFrom Peter Zeihan, New York Times bestselling author of The End of the World Is Just the Beginning, comes his first work of fiction: a high-stakes geopolitical thriller that spans continents and tests the limits of power, trust, technology, and national survival. A striking fusion of real-world insight and pulse-pounding suspense, Acceptable Range is a global-systems thriller — part autopsy, part countdown — propelled by the momentum of a civilization in collapse. It examines the machinery of the modern world and how a system built for perfection forgets how to survive error. Even before someone…gives things a push. In an age defined by feedback loops and vanishing margins, the question is no longer whether collapse can be stopped — only whether it can be contained within an acceptable range. Acceptable Range is the first installment of a trilogy, forthcoming from BenBella Books in early 2027.

The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hzmS5K

The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in importance. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47wOeFb

We've all heard the saying "the enemy of my enemy is my friend," but I'm not sure if that applies to South Korea and Japan forming an alliance against China.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hAUAYP

To be thorough in our discussion of China's demographic collapse, we must explore as many potential solutions as possible...even if one of those is a UAE-style model of imported workers (aka slavery).Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4oEtJ06

We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/49tfyXo

Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor and starved of foreign investment.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4hy7xTb

The Trump administration is sending the USS Ford, America’s most powerful supercarrier, to the waters off Venezuela...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/47tc44J

After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's largest oil firms.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WYZmWj

The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political foundations of the countries. So, let's look at the mounting instability threatening Pakistan's internal cohesion.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3J58g1u

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