The Peter Zeihan Podcast Series

Building on yesterday's video, we'll be talking about the future of Russia following its collapse. So, what can we expect the Russia after Russia to look like?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/russia-after-russia

Today we'll be discussing Russian birth and death rates since we've got some new Russian demographic data to look at. So, go ahead and grab that truckload of salt.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russian-depopulation

Today's conversation might piss off a few prophylactic companies (no, I'm not suggesting we buy thumb tacks and go crazy). The question of the day is...how can we get people to procreate?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-real-secret-to-saving-birthrates

Syria's interim leader Ahmed Al Shara has been meeting with the region's big dogs - Saudi Arabia and Turkey. Respectively, they represent the financial backbone and the military power of the region, so buddying up isn't the worst idea.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/syria-opens-doors-for-turkey

Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/coal-remains-essential-for-us-electricity

We're looking at some global economic growth patterns today. Unfortunately, we're entering an era with a lot of unknowns. Between collapsing demographics and industrial challenges, there seems to be more countries in the red than the green. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/global-economic-growth-patterns

Drones are all the rage right now and China is jumping on the bandwagon. With Chinese plans to create over 1 million combat-ready drones within two years, should the US be worried?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/dealing-with-chinese-drones

Join the Patreon here: https://www.patreon.com/PeterZeihanChinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to develop competing models. This has caused quite the stir, but what is actually going on?Full Newsletter: https://mailchi.mp/zeihan/ai-drama-deepseek-nvidia-and-china

Join the Patreon here: https://www.patreon.com/PeterZeihanIf you want to access to all the videos as soon as they are released, be sure to join the Patreon. Trump has used up a lot of paper in his first 10 days in office, but he hasn't spent much time working with Congress to make his executive orders stick.Full Newsletter: https://mailchi.mp/zeihan/trumps-political-capital-bonfire

The US housing market has been through a lot, so what does this current chapter look like? We're going to be looking at several factors impacting the trajectory of the US housing market.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/whats-the-us-housing-market-doing

I've bad mouthed solar power enough times for people to know where I stand, but why am I taking it easier on wind power?Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/wind-energy-deserves-some-love

After four consecutive presidents adopting a neo-isolationist mentality, the era of bipartisan globalization is coming to an end. So, what will the future of US foreign policy look like?Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-end-of-bipartisan-foreign-policy

This video was recorded before Peter left on his New Zealand tripWestern sanctions against Russia aim to restrict revenue flows by barring access to Western shipping, banking and insurance...but there's one more step that could be taken to put the final sanction nail in the Russian coffin. Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-two-sided-coin-of-russian-sanctions

Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem.Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-failure-of-chinese-real-estate

With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates to climate change.Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-climate-change

Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican cartels as terrorist groups, which will have some unintended consequences.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-cartels-terrorism-andincreasing-migration

Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The Analyst tier, here is your reason...In addition to getting access to the Live Q&A and all the premium content, you'll also be helping a good cause. All new Analyst tier membership fees for the first three months of 2025 will be donated to: https://www.lafoodbank.org/Peter will be answering a mix of questions submitted ahead of time and questions submitted live, so you don’t want to miss out! Once you join The Analyst tier, you’ll be able to register for the Q&A, submit your questions, and join in on the conversation.You’ll also get a recording of the Live Q&A to watch at your leisure! Why not treat yourself to an early Valentine’s gift and help others in the process…We’re excited to see you there!

There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian troops are continuing their slow slog toward the Ukrainian city of Pokrovsk.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/its-time-for-an-update-on-the-war-in-ukraine

Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and what to expect in the coming decade or so.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/boomers-xers-and-budgeting

Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/milei-one-year-on

We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/intel-keeps-playing-catch-up-with-tsmc

A potential US recession or depression is always in the back of our minds, but how close are we really?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-next-recession-isnt-here-quite-yet

Although Russia's military performance in the Ukraine War has been underwhelming, that doesn't mean we can write off the Russians quite yet. This conflict, and what could follow, should still be a top concern for the West.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/russia-is-failing-not-failed

Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what it will mean for US reindustrialization.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-reindustrialization

Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite isolated from the US, so Trump can have a bit more fun with his policies.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-iran

In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case for certain urban cores, China's national TFR is closer to 1.0. Still abysmal, though slightly less catastrophic. -ZoGEveryone knows where I stand on China, but how will Trump's second term play into that?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-china

The Chinese are stockpiling resources - food, fuel, and materials - to help it endure a protracted conflict with the US. Is this something to be concerned about?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/china-has-no-chance

With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign intervention in Venezuela open its oil supply as an alternative to Middle Eastern oil. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-in-middle-east

Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense spending, China, and European alliances.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-nato

As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-20-russia

Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2

Trump just kicked around invading and coercing some allies. Oh boy....Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin

When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1

A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam

That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid

Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/why-is-gas-so-expensive-in-california

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism

President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy

MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy Carter's "legacy".Join the Patreon here: https://www.patreon.com/PeterZeihan

I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/jimmy-carters-consequential-4-years

In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/playing-jenga-with-maritime-shipping

Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/artificial-intelligence-isnt-ready-for-mass-application

The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-could-unravel-global-maritime-shipping

There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria-for-benghazi

The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-chinese-cut-off-drone-exports

From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-singapore

Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future. Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government

With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/israels-strategy-for-iranian-nukes

The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a regional power from outside will need to step in and help.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-future-of-syria-and-turkeys-role

Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in voting patterns.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-americans-didnt-vote-with-their-wallets