The Peter Zeihan Podcast Series

Latest Episodes:

Keeping Nukes on the Table Jan 19, 2023

Show notes

With the South Koreans "keeping nukes on the table," the conversation has turned into what other countries should build out nuclear options, and that list of countries is longer than any of us should be comfortable with.

Full Newsletter: https://mailchi.mp/zeihan/south-korea-keeping-nukes-on-the-table

Demographics Part 5: The Chinese Collapse Jan 18, 2023

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The latest batch of Chinese demographic data has set off ALL the alarm bells, and for good reason. With official figures putting the average birth rate at slightly over one birth per woman and the population peaking last year, the alarm bells should have been sounded years ago.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-5-the-chinese-collapse

A New Wave of German Strategic Defense Policy Jan 17, 2023

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When your country's history has more than one tally mark next to the category - "World Wars Started" - it makes sense to avoid any form of strategic defense policy. Former German Defense Minister Christine Lambrecht did just that. She wasn't a skilled defense policymaker. She wasn't a military strategist. And that's exactly what Germany needed...until now.

Full Newsletter: https://mailchi.mp/zeihan/a-new-wave-of-german-strategic-defense-policy

Sweden's (Not So) Rare Earth Metals Jan 16, 2023

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A state-owned mining company in Sweden has just stumbled upon a million metric tons of rare earth metals...but what does that mean? Any addition to the rare-earths supply is great, but I don't see this moving the needle much.

Full Newsletter: https://mailchi.mp/zeihan/swedens-not-so-rare-earth-metals

Where in the World: Adair and Winds Jan 13, 2023

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Camping at Adair Lake is most comparable to spending a night in a wind tunnel – and yes, it was as peaceful as your picturing. The little sleep I did get was supplemented with some thought around wind’s impact on global agriculture.

Full Newsletter: https://zeihan.com/where-in-the-world-adair-and-winds-pt-1/

Leadership Series: World Leaders of the Present and Recent Past Jan 13, 2023

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Here you'll find a leadership series covering some of the world leaders of the present and recent past...with a strong focus on US presidents.

Full Newsletter: https://zeihan.com/world-leaders-of-the-present-and-recent-past/

A Toasty Winter in Europe Jan 13, 2023

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As much as we analysts like to make predictions and forecasts, Mother Nature is always right there to throw all of it into a tailspin. The crazy temps across Europe are no exception to this.

While this abnormally warm winter season has been a godsend for energy prices across Western Europe, its also thrown a wrench into Ukraine's plans for a winter offensive.

I'm not saying Europeans should get used to shorts and mai tais all winter long, but this season could hold lasting impacts (good or bad) for the year ahead.

Full Newsletter: https://zeihan.com/a-toasty-winter-in-europe/

Changing Tides in the Chinese System Jan 13, 2023

Show notes

If we were to take the age-old saying of "s*** hitting the fan" and apply it to China...we would need a wind turbine and a few acres of cattle pastures.

To put it nicely, China's outlook is...grim. They're facing demographic dissolution, a dying tech industry and a risk exposed energy sector, and we're barely scratching the surface. They are the single-most internationally exposed country in our collapsing world.

So how does a country like that continue on? The short answer is CHANGE and perhaps a little collaboration with the USA. To that tune, President Xi may have just given us a sign that he gets it.

Full Newsletter: https://zeihan.com/changing-tides-in-the-chinese-system/