The Peter Zeihan Podcast Series

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**The Peter Zeihan Podcast Series**

Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you’ve come to the right place. Zeihan’s worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don’t forget to subscribe!

Latest Episodes:

So You Want to Break Iran... || Peter Zeihan May 15, 2026

Show notes

The blockade of the Strait of Hormuz has forced Iran to get creative with its oil storage.

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Full Newsletter: https://bit.ly/4dfET7q

Will the Swiss Cap Their Population? || Peter Zeihan May 14, 2026

Show notes

On June 14, Switzerland will vote on a referendum to cap its population at 10 million. Current projections don't put the Swiss population crossing that number until 2035 or 2040.

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Full Newsletter:https://bit.ly/4np12EY

This Ain't Your Father's Tanker War || Peter Zeihan May 13, 2026

Show notes

No, the U.S. can’t escort tankers in the Persian Gulf today as it did during the 1980s Tanker War. Back in the 80s, the U.S. swooped into a regional conflict where attacks on shipping were limited, and the Strait remained open.

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Full Newsletter: https://bit.ly/49xcDvU

Welcome to Captain Phillips' Nightmare || Peter Zeihan May 12, 2026

Show notes

Captain Phillips is shaking in his boots because piracy is returning to the high seas, specifically in the Red Sea and off the Horn of Africa. Somali pirates have already attacked multiple ships.

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Full Newsletter: https://bit.ly/4ut7lcV

Why U.S. Deployments in Germany Matter || Peter Zeihan May 11, 2026

Show notes

Relations between the U.S. and Germany are quickly deteriorating. German Chancellor Merz has criticized the U.S. for lacking a coherent negotiation strategy. President Trump responded by floating the idea of reducing U.S. troop deployments in Germany. It's one big mess.

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Full Newsletter: https://bit.ly/3P7uYZw

Markets Flash Back to the Past || Peter Zeihan May 08, 2026

Show notes

Before you get too excited, NO, I'm not giving away any financial advice. However, whatever the global markets are doing right now doesn't match the physical reality of the Iran war.

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El Jardinero Gets Trimmed by Mexican Authorities || Peter Zeihan May 07, 2026

Show notes

Mexican authorities have arrested Audias Flores Silva (aka El Jardinero...not the scariest nickname I've heard), a senior figure in the Jalisco New Generation Cartel.

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Full Newsletter: https://bit.ly/4cJfPa6

Russia Tucks Tail in Mali || Peter Zeihan May 06, 2026

Show notes

The Russians are getting the boot from the Sahel, and it's all thanks to an unusual alliance between Tuareg separatists and a local branch of Al-Qaeda.

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Full Newsletter: https://bit.ly/4t6erDe

Japanese Weapons Are Open for Export || Peter Zeihan May 05, 2026

Show notes

Japan has lifted its long-standing restriction on exporting weapons. This will bring some fresh dynamism to the global defense industry, specifically in naval manufacturing and drones.

Join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter:

The Iran War Approaches a Tipping Point || Peter Zeihan May 04, 2026

Show notes

The Iran war is approaching a painful tipping point this week. Global energy flows remain in a chokehold, and economic conditions are worsening worldwide.

Join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://bit.ly/4eL93Sj

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