The Peter Zeihan Podcast Series
Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don't forget to subscribe!
Episodes
Everyone gets mad at me for critiquing the leader that they like, but listen...I'm out here roasting everybody. Whether it's Obama, Trump, Xi Jinping, or Grandma, nobody is safe. Okay fine, we'll leave Gram Gram out of it for today.
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Full Newsletter: https://mailchi.mp/zeihan/the-question-of-leadershipand-management
Many of America's most beloved brands rely on Chinese manufacturing, but what happens when that goes away?
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-american-brands
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
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
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
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
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
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 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 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
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
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
Well, the Russian Reach series needed an update, and it's not a pretty one. The infiltration of the US government by Russian interests is growing and I don't see an end in sight.
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Full Newsletter: https://mailchi.mp/zeihan/a-concerning-update-to-the-russian-reach-series
The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.
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Full Newsletter: https://mailchi.mp/zeihan/the-green-transition-is-over
With everything that's going on in the US, it makes sense that foreign investors decided to dump US T-Bills. But what does this mean for the government debt market and the future of the USD?
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-government-debt
Pete Hegseth, the current Secretary of Defense, has been doing his best to completely dismantle the United States' ability to fight a war now or in the future. Let's look at why this is happening...
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Full Newsletter: https://mailchi.mp/zeihan/what-is-hegseth-doing
The Trump administration has introduced a level of chaos that can only result in one thing: corruption. I'm not talking about starting a cryptocurrency or manipulating the stock market, this is deeper.
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Full Newsletter: https://mailchi.mp/zeihan/the-fire-hose-of-chaos-corruption
US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia Michoacana.
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Full Newsletter: https://mailchi.mp/zeihan/why-theres-no-fentanyl-in-easter-eggs-this-year
The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee.
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Full Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis
The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals
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