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:

I've Got This Bridge to Sell You… || Peter Zeihan Feb 19, 2026

Show notes

The Canadians built and financed a new bridge connecting Detroit and Ontario, but now Trump wants his 50%.

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Full Newsletter: https://bit.ly/3Zzf1gs

India Takes on the Shadow Fleet || Bonus Episode Feb 18, 2026

Show notes

India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. If India continues down this path, other countries will likely join the bandwagon, marking the end of the shadow fleet.

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

The U.S. Navy Goes Down Under || Peter Zeihan Feb 18, 2026

Show notes

The U.S. is turning to the Aussies for some help with stationing four American submarines at Stirling in a hedge against potential future conflicts with China.

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

Japan Sees the Writing on the Wall || Peter Zeihan Feb 17, 2026

Show notes

Japan's ruling Liberal Democratic Party just won a two-thirds majority in the lower house. This gives Prime Minister Takaichi a rare personal mandate and practically total control of the government for the next few years.

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Japan's Debt Crisis Is Just the Beginning || Peter Zeihan Feb 16, 2026

Show notes

Japan has a...special way of measuring deficits, leaving true borrowing understated by excluding major obligations like pensions and local government debt, and counting planned bond issuance as income. But Japan isn't the only country facing debt issues.

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Full Newsletter: https://bit.ly/46FFeOd

Trump Announces $12B Rare Earth Stockpile || Peter Zeihan Feb 13, 2026

Show notes

The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid.

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

The End of Nuclear Arms Control || Peter Zeihan Feb 12, 2026

Show notes

The last remaining US-Russia nuclear arms control agreement has expired, which means for the first time in decades, we're in a world with no active nuclear arms control.

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

The Two-Speed EU of the Future || Peter Zeihan Feb 11, 2026

Show notes

The EU struggles to take any decisive action on foreign and security policy because it has to wait for all 29 member states to agree. Whereas the US can make and enforce security decisions at the drop of a hat.

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

Is Venezuela Ready to Move On? || Peter Zeihan Feb 10, 2026

Show notes

Venezuela has been dragged through the mud thanks to Chávez and Maduro, but it might be seeing its first genuinely positive development in decades.

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Full Newsletter: https://bit.ly/3Zg90Fh

The Real Winners After a Chinese Collapse || Peter Zeihan Feb 09, 2026

Show notes

First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea.

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

Full Newsletter: https://bit.ly/49WMsQ4

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