The Peter Zeihan Podcast Series

Latest Episodes:

Material Processing: The Redheaded Stepchild Feb 03, 2023

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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

Deglobalization: There's No Stopping It Now Feb 02, 2023

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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

China's Competitive Edge: Solar Exports Feb 01, 2023

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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

Semiconductors: China's the Odd Man Out Jan 31, 2023

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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

Is the AI Revolution Here? Jan 30, 2023

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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

Demographics Part 6: The Orthodox Predicament Jan 26, 2023

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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

Germany Green-Lights the Tanks Jan 25, 2023

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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

The 2nd Holodomor: A Pending Genocide Jan 24, 2023

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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

WEBINAR - Global Outlook: One Year Into the Ukraine War Jan 23, 2023

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Join us on Feb. 17th at 2:00 pm CST for the webinar - A Global Outlook: One Year Into the Ukraine War

Link to Sign Up: http://bit.ly/3wjBIGX

One 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.

How Not To Handle COVID: Chinese Edition Jan 20, 2023

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With any infectious disease, there are two main factors to consider: the average number of people an infected person will infect and lethality. Even with accurate data and reporting, these take time to figure out. But if a country (ahem, China) decides to just STOP collecting the data...well then...oh boy.

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