The Peter Zeihan Podcast Series

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Immigration and Tariff Policies Stunt US Economy || Peter Zeihan Oct 01, 2025

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The Trump-era policies are going full Darth Vader and have the US economy in a chokehold (or force choke for the nerds out there).

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Full Newsletter: https://mailchi.mp/zeihan/immigration-and-tariff-policies-stunt-us-economy

Saudi Arabia and Pakistan Sign A Mutual Defense Treaty || Peter Zeihan Sep 30, 2025

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Saudi Arabia and Pakistan signed a mutual defense treaty last week. And no, you’re not the only one thinking, “Hmmm, why would two countries with mismatched security concerns enter into a defense pact?”

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Full Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-pakistan-sign-a-mutual-defense-treaty

The Pressure Is Dialing Up on Russia’s Oil Network || Peter Zeihan Sep 29, 2025

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I've been discussing the potential for Russian crude supply shortages and a broader collapse of the Russian oil system since the Ukraine War started...so, is it finally happening?

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Full Newsletter: https://mailchi.mp/zeihan/the-pressure-is-dialing-up-on-russias-oil-network

Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan Sep 26, 2025

Show notes

Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.

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Full Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock

The Swiss Are Screwed || Peter Zeihan Sep 25, 2025

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The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...

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Full Newsletter: https://mailchi.mp/zeihan/the-swiss-are-screwed

Ukraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan Sep 24, 2025

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Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.

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Full Newsletter: https://mailchi.mp/zeihan/ukraine-and-everyone-else-develops-glide-bombs

Everybody Wants to Bomb Qatar || Peter Zeihan Sep 23, 2025

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Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.

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Full Newsletter: https://mailchi.mp/zeihan/everybody-wants-to-bomb-qatar

The Federal Reserve's Dilemma || Peter Zeihan Sep 22, 2025

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The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.

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Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserves-dilemma

Why Trump's Stance on Canada Makes Sense || Peter Zeihan Sep 19, 2025

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The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem.

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Full Newsletter: https://mailchi.mp/zeihan/why-trumps-stance-on-canada-makes-sense

Syria and the Return of the March || Peter Zeihan Sep 18, 2025

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Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it.

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Full Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march

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