The Peter Zeihan Podcast Series

Latest Episodes:

Peter Zeihan || Demographics Part 8: Optimism for Southeast Asia Mar 27, 2023

Show notes

The demographic outlook of Southeast Asia is one of the best in the world. It's one thing to have a single country with solid demographics but put all of Southeast Asia together, and the region's strength amplifies. Full Newsletter: https://mailchi.mp/zeihan/demographics-part-8-optimism-for-southeast-asia

Peter Zeihan || Austin's Role in the Texas Triangle Mar 24, 2023

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I may have ditched the "howdys" and "y'alls" for the high mountains of Colorado, but Austin remains part of one of the fastest-growing economic and urban zones in the western hemisphere. Austin falls right in the middle of the Texas Triangle - a zone comprised of San Antonio, Houston, and Dallas.Full Newsletter: https://mailchi.mp/zeihan/austins-role-in-the-texas-triangle

Peter Zeihan || Russia Targets the Ukraine Grain Deal Mar 23, 2023

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Due to the war, Ukrainian agricultural exports were reduced to a fraction of their pre-war numbers. The grain deal brokered by the UN was a glimmer of hope that perhaps exports wouldn't entirely fall off the map...until now. Full Newsletter: https://mailchi.mp/zeihan/russia-targets-the-ukraine-grain-deal

Peter Zeihan || Agricultural Disruptions in Argentina and Ukraine Mar 21, 2023

Show notes

Despite some food scares coming out of the former Soviet space, Mother Nature helped 2022 crop production look pretty solid in most of the great agriculture basins of the world. However, this could be the world's last food-secure year for quite a while.

Full Newsletter: https://mailchi.mp/zeihan/agricultural-disruptions-in-argentina-and-ukraine

Peter Zeihan || Famine: The Ultimate Country Killer Mar 20, 2023

Show notes

If you've read my latest book, The End of the World Is Just the Beginning, you know what question keeps me up at night: how long will we be able to feed the world's population? With threats to food security increasing daily, China is a scary example of how quickly this situation could go from critical to catastrophic.

Full Newsletter: https://mailchi.mp/zeihan/famine-the-ultimate-country-killer

Peter Zeihan || Will Automation Save the World? Mar 17, 2023

Show notes

A world caught in deep demographic decline, faced with the loss of consumption and the complications that come with all that...can automation help pull us out of this nose dive? Full Newsletter: https://mailchi.mp/zeihan/will-automation-save-the-world

Peter Zeihan || Cartels Part 3: The North American Drug War Mar 16, 2023

Show notes

There are a few reasons the cartels love their cocaine, mainly because it's easy to smuggle and cheap to make. But what happens when you sell it? You're left with a boatload of "dirty cash" you can't do anything with.

Full Newsletter: https://mailchi.mp/zeihan/cartels-part-3-the-north-american-drug-war

Peter Zeihan || The Financial Crisis of 2023? Mar 15, 2023

Show notes

No, we're not headed for another financial crisis...although, to those with more than 250k in one of the three failing banks, it may seem like we are. Silicon Valley Bank is the largest of the three, but it's still only the 16th largest in the nation.

Full Newsletter: https://mailchi.mp/zeihan/the-financial-crisis-of-2023

Peter Zeihan || Trusting the Numbers in a Deglobalized World Mar 13, 2023

Show notes

To my fellow nerds reading along...this is your trigger warning...today we're talking about BAD DATA. Sorry for the dramatics, but I'm sure many of you share my frustration when you can't find the correct numbers for that forecast you're working on or, even worse, the data you used in your model is falsified.

Full Newsletter: https://mailchi.mp/zeihan/trusting-the-numbers-in-a-deglobalized-world

Peter Zeihan || Cartels Part 2: Origins of the Drug Trade Mar 10, 2023

Show notes

Flashback to the 80s with me for a moment...we can leave out the big hair and leg warmers...but let's talk drugs. Most of the cartel activity came from one place, Colombia. If you've ever seen Miami Vice, you get the idea. But once the US caught onto the cartels' "distribution strategy," new ways of getting "product" into the US had to be created.

Full Newsletter: https://mailchi.mp/zeihan/cartels-part-2-origins-of-the-drug-trade

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