The Peter Zeihan Podcast Series

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The Russians Continue Stirring the Romanian Pot || Peter Zeihan May 14, 2025

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Romania just held its second attempt at the first round of presidential elections, after the initial round was invalidated due to Russian interference. Looks like the Romanians are having some major déjà vu.

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Full Newsletter: https://mailchi.mp/zeihan/the-russians-continue-stirring-the-romanian-pot

The Fire Hose of Chaos: Agriculture May 13, 2025

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US agriculture is heading towards a major crisis, and yes, Trump's trade policies are to blame for this as well. Many of the US ag export markets are closed off, and farmers are feeling the heat.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-agriculture

The Fire Hose of Chaos: The Fed May 12, 2025

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Jerome Powell has been on the receiving end of Trump's threats and the markets have reacted negatively to the undermining of the Fed's credibility. Here's the full picture.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-the-fed

The Night the Lights Went Out in Geor- er, Spain || Peter Zeihan May 10, 2025

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On Monday, April 28, a widespread power outage hit Spain and Portugal. Other than our marketing guy who was on vacation in Madrid at the time claiming he "had no signal" and "couldn't work", this outage highlights a broader issue with renewable energy infrastructure.

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Full Newsletter: https://mailchi.mp/zeihan/the-night-the-lights-went-out-in-geor-er-spain

The Fire Hose of Chaos: Recession Time May 09, 2025

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What do you get when you mix overly aggressive trade measures and a poor economic plan? Trump's idea of a great start. Or, as I like to call it, a policy-induced recession. Here’s what’s happening.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-recession-time

The Fire Hose of Chaos: Housing Problems May 08, 2025

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Does everyone remember that bedtime story about the Three Little Pigs and the Big Bad Wolf? Well, the Trump administration is doing its best wolf impression and trying to blow the entire housing industry down.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-housing-problems

The Fire Hose of Chaos: Steel and Aluminum May 07, 2025

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The Trump administration has given us a masterclass on how to set supply chains ablaze using tariffs. While some supply chains are smoldering, others are raging wildfires. So, let's look at two that are in the thick of it: steel and aluminum.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-steel-and-aluminum

The Fire Hose of Chaos: Finance May 06, 2025

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The US has known that a capital crunch was inbound for decades now. With the Baby Boomers retiring and Trump's trade policies hitting at the same time, these financial woes might sting a bit more than we thought.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-finance

The Fire Hose of Chaos: Port Fees May 05, 2025

Show notes

Today we're discussing the Trump administration's 96th tariff policy which imposes port fees on Chinese ships.

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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-port-fees

Will New Zealand Dive or Thrive? || Peter Zeihan May 03, 2025

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In the past, we've chatted through the domestic issues facing New Zealand, so let's discuss the economic future of the ~5 million Kiwis in the context of the shifting global landscape.

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Full Newsletter: https://mailchi.mp/zeihan/will-new-zealand-dive-or-thrive

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