The Peter Zeihan Podcast Series

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Markets Drop After Fed Rate Cut || Peter Zeihan Nov 07, 2025

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The Fed just cut interest rates by 0.25%. Instead of the desired boost to a slowing US economy, we ended up with a market drop.

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Why I'm Bullish on Southeast Asia || Peter Zeihan Nov 06, 2025

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The world as we know it is going away. The large, interconnected systems that span the globe are breaking down, so those smaller, regional blocs are growing in importance.

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South Korean and Japanese Alliance? || Peter Zeihan Nov 05, 2025

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We've all heard the saying "the enemy of my enemy is my friend," but I'm not sure if that applies to South Korea and Japan forming an alliance against China.

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Slavery Can't Fix China's Demography || Peter Zeihan Nov 04, 2025

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To be thorough in our discussion of China's demographic collapse, we must explore as many potential solutions as possible...even if one of those is a UAE-style model of imported workers (aka slavery).

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These Six Countries Are Running Out of People || Peter Zeihan Nov 03, 2025

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We've kicked, flogged, and beaten the snot out of China's demographic horse, but what other countries are facing a similar demographic decline?

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The Future of Bolivian Lithium || Peter Zeihan Nov 02, 2025

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Bolivia is in the midst of a political reshuffling that could alter its minerals future. For decades, Bolivia's socialist government has kept the country poor and starved of foreign investment.

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Regime Change for Venezuela || Peter Zeihan Nov 01, 2025

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The Trump administration is sending the USS Ford, America’s most powerful supercarrier, to the waters off Venezuela...

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Russia: Trump Pulls the Trigger Oct 31, 2025

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After months of being played by the Russians, it seems US President Donald Trump has had enough. On 23 October the United States fully sanctioned Russia's largest oil firms.

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A Reckoning for Pakistan || Peter Zeihan Oct 31, 2025

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The recent deadly clashes along the Pakistan-Afghanistan border have less to do with current events, and more to do with the fractured ethnic and political foundations of the countries. So, let's look at the mounting instability threatening Pakistan's internal cohesion.

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Trump and Petro Revive the Colombian Cocaine Industry || Peter Zeihan Oct 30, 2025

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Trump just cut off military and economic aid to Columbia, because of...you guessed it...a political clash with President Petro. Bonus points if you guessed that this move would have some adverse effects, like reviving the Colombian cocaine trade.

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