The Peter Zeihan Podcast Series

Latest Episodes:

Sub-Sea Drone Strike on Russian Sub || Peter Zeihan Dec 26, 2025

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Ukraine claims to have damaged or destroyed a Russian Kilo-class submarine while in the port of Novorossiysk using a subsea drone.

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The Beginning of Venezuela's End || Peter Zeihan Dec 25, 2025

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The first domino of regime change in Venezuela has been toppled, as the Trump administration has imposed a naval blockade on the main oil export ports.

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Ukraine War Peace Talks || Peter Zeihan Dec 24, 2025

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Ukraine and Russia peace talks are proceeding furiously, but going nowhere, mostly because the Trump administration is trying to make this a rush job and has neglected all the important details.

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Ukraine Hits the Caspian and Europe Goes Nuclear || Peter Zeihan Dec 23, 2025

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We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a nuclear power plant.

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Mexico Horses Around with Tariffs || Peter Zeihan Dec 22, 2025

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Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track.

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The Death of the US Tech Sector: Part 2 || Peter Zeihan Dec 21, 2025

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Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation.

The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term tech development.

Combine that with what we discussed yesterday, and you get a tech sector that is going to struggle in the years and decades to come.

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The Death of the US Tech Sector: Part 1 || Peter Zeihan Dec 20, 2025

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We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies.

The gadgets and gizmos that fill our homes rely on highly complex supply chains, with most of that work happening in Asian countries. Any disruption to these interconnected networks could send devastating ripple effects down the line. US Tariffs on Asian imports discourage US participation in supply chains and incentivize companies to move production entirely outside of the US.

As tech manufacturing floods out of the US and we continue down this path of deglobalization, the future of American tech production looks worse and worse. Tomorrow, we'll tack on the issues of demographics and rising capital costs.

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North Carolina's Silicon Mines: Leverage for the US? || Peter Zeihan Dec 19, 2025

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With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations?

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The Russian Breakdown || Peter Zeihan Dec 18, 2025

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Should the war in Ukraine result in a Russian loss, what will the future hold for Russia?

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Who Needs National Security Guidance Anyways || Peter Zeihan Dec 17, 2025

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The newly released national security document from the White House is more of a culture-war manifesto than a strategic guide for US foreign policy.

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