The Peter Zeihan Podcast Series

Following the March 4th elections, the Germans are poised to see a significant political and military shift...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/a-big-change-in-germany

Despite the short-term emphasis placed on the title of president, chancellor, or prime minister, the reality is that leadership typically has minimal impact on the trajectory of a nation.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/the-russian-reach-why-leadership-doesnt-matter

Imprisoned Kurdish PKK leader, Abdullah Öcalan, has once again called for the PKK to disarm and transition into a political party, but this time it might actually happen.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/doors-open-for-turkey-as-the-kurds-disarm

There are two issues we'll be discussing today: Bird Flu and the new disease outbreak in Congo. These topics are unrelated, but there is a lesson to be learned in their comparison.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/of-birds-and-bugs

Venezuelan oil is getting the boot from the US. Well, kinda, sorta, not really. Let me walk you through what’s going on.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/venezuelan-crude-is-off-the-menu

This is the first of a multi-part series covering just how far Russia's reach into the US is. You're getting early access to this video to show you what you're missing out on! Join Patreon now to see the first 5 videos of The Russian Reach series, and help us donate to MedShare in the process. Join the Patreon here: https://www.patreon.com/PeterZeihanInfo on MedShare International: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-series-introduction

There's a lot going on in Ukraine right now, so let's do a quick update on the military and diplomatic developments.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/from-the-frontlines-in-ukraine-to-truth-social

New Zealand has been having some issues, with a 1% economic contraction and roughly 80,000 people leaving the country. What does this mean for one of my favorite countries?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/economic-troubles-for-new-zealand

If I was tasked with raising and educating the next generation of workers (aka what middle school teachers do daily), what would I teach my minions (okay fine, "students") to best prepare them for the future?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/educating-the-workers-of-tomorrow

Both in the US and globally, the green energy transition has been all the rage for the past few years. With President Trump's second term kicking off, how will it impact the green transition domestically and beyond?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-trump-pump-the-brakes-on-greentech

Listen, I didn't want to make this video, but too many people asked for it...so here we go. What would a potential merger of the US and Canada look like?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/will-the-us-and-canada-actually-merge

Rare earths are back in the headlines, but is all the hype worth it? Let's breakdown what these are and how "rare" they actually are.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/are-rare-earths-really-that-rare

The last few videos have covered all the things that Trump is focusing on (and doing wrong), and many of you have asked where he SHOULD be spending his time.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/what-trump-should-take-on-instead

Trump's immigration policies have caused quite the stir, specifically his hardline stance on illegal migration. So, how will these policies impact the US economy?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-illegal-immigration

There's plenty of tools at the disposal of the US President and tariffs are one of them. When used appropriately - i.e., to get something else or discourage a certain action - tariffs can be a very effective measure. However, Trump is using them as an end, rather than a means to an end.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-trade

China is on its last legs. Its demographic picture is far past terminal. Its financial system makes Enron look responsible. Simply feeding its people is far beyond Beijing’s capacity without legions of outside assistance.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-chinaor-not

Israeli successes across the Levant have transformed the broader Middle East, wrecking the countries and militant groups that have long scourged the region.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-the-middle-east

US President Donald J Trump, both directly and via his senior staff, has outlined his administration’s policies for Europe, Ukraine and Russia.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-russia

Second-time freshman President Donald J Trump is taking the axe to the federal workforce. Or at least he is attempting to.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/trump-takes-on-washington

I've talked extensively about the generational divides in the US, but what about other countries? Let's look at the unique demographic trends in Russia, China, and Iran.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/generational-divides-of-other-countries

Imagine never paying income tax again. Sounds damn nice to me too. That's until reality kicks in and you start looking at the math on how large the tariffs would need to be to replace those taxes...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/can-tariffs-replace-income-taxes

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