The Peter Zeihan Podcast Series

Latest Episodes:

Why Fiat Currencies Will Always Beat Gold || Peter Zeihan Jul 27, 2023

Show notes

***Apologies for the audio today; you can watch with subtitles at this link: https://youtu.be/-rANSHB4q1Y At the start of the Ukraine War, many of the world's advanced central banks placed sanctions and embargos on Russian financial assets. As Putin tries to repatriate gold reserves from these hubs worldwide, what does this mean for the leprechauns who think we should switch to an asset-backed currency? Full Newsletter: https://mailchi.mp/zeihan/why-fiat-currencies-will-always-beat-gold

China's Labor Problem: Youth Unemployment || Peter Zeihan Jul 26, 2023

Show notes

Today's new factoid is that youth unemployment in China is higher than in Italy (in percentage terms). And if China's unemployment resembles Italy's, it is a very, very bad sign. Let's break this down in the context of manufacturing. Full Newsletter: https://mailchi.mp/zeihan/chinas-labor-problem-youth-unemployment

What's Going On with Iran and Oil Markets? || Peter Zeihan Jul 25, 2023

Show notes

Over the last few weeks, we've seen Iranian oil hit markets at nearly decade-high volumes...but production has remained relatively flat. So what's really happening here? Full Newsletter: https://mailchi.mp/zeihan/whats-going-on-with-iran-and-oil-markets

Why is the Mexican Energy Sector Collapsing? || Peter Zeihan Jul 24, 2023

Show notes

As I was heading out on this trip, a fire broke out in Mexico's Cantarell oil field, which has long been Mexico's largest oil-producing asset. However, even before this fire, oil production from this field was already down to but 1/8 of peak production. Full Newsletter: https://mailchi.mp/zeihan/why-is-the-mexican-energy-sector-collapsing

Brain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan Jul 21, 2023

Show notes

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/brain-drain-and-capital-issues-plague-indias-tech-industry

Why the Kerch Strait Bridge Attack is BAD for Russia || Peter Zeihan Jul 20, 2023

Show notes

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/why-the-kerch-strait-bridge-attack-is-bad-for-russia

Let's Talk Turkey (BIG Strategy Changes) || Peter Zeihan Jul 19, 2023

Show notes

There's been a lot of movement in Turkey's neck of the woods, so the Turks have had to change their stance on several issues. Given Turkey's strategic positioning and importance, expect huge regional implications. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-turkey

Russia Terminates the Black Sea Grain Deal with Ukraine || Peter Zeihan Jul 18, 2023

Show notes

Russia announced on Monday that the Black Sea grain deal will not be extended. This initiative has enabled Ukraine to export agricultural products through Russia’s blockade of the Black Sea; however, Ukrainian exports are only at a fraction of pre-war levels. Full Newsletter: https://mailchi.mp/zeihan/russia-terminates-the-black-sea-grain-deal

Let's Talk California (Has Their Lucky Streak Run Out?) || Peter Zeihan Jul 17, 2023

Show notes

California has been one of the most successful states in the US, primarily because of things outside its control. But all those external factors are flipping on them, so California must reinvent itself. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-california

Strategic Win for NATO: Sweden Joins the Ranks || Peter Zeihan Jul 14, 2023

Show notes

By the time you see this, the knot should be tied on Sweden joining NATO. There's still a little arm-twisting that will go on behind the scenes, but most of the heavy lifting is done (and Turkey got the bribe they wanted, sooo everyone's happy).

Full Newsletter: https://mailchi.mp/zeihan/sweden-joins-nato

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