The Peter Zeihan Podcast Series

Would inflation be good for the US? Sure, it could erode some of the federal debt, but if that's the best we can come up with...yikes.

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Vietnam has been clawing its way up the American import leaderboard. With Trump's July 9 tariff decision-day quickly approaching, let's look at why Vietnam is next in line to China.

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Full Newsletter: https://mailchi.mp/zeihan/made-in-china-becomes-made-in-vietnam

The future of the Democratic Party in the US isn't looking too bright. When strategy and targeting don't change for over half a century, I suppose that's what they get.

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Full Newsletter: https://mailchi.mp/zeihan/why-do-the-democrats-keep-losing-ground

Xi Jinping's ongoing anti-corruption campaign has just found and purged its eighth CMC member, General Miao.

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Full Newsletter: https://mailchi.mp/zeihan/xi-purges-chinese-military-of-corruptionkinda

American reindustrialization was always going to be painful process, but there were several ways to soften that blow; the biggest of which was our trade relationship with China. At least, it was.

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Full Newsletter: https://mailchi.mp/zeihan/rebuilding-the-american-industrial-base-rare-earths-edition

Robert Lighthizer, the former US Trade Representative during Trump's first term, declined to return for a second term? But why?

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Full Newsletter: https://mailchi.mp/zeihan/the-art-of-trumps-trade-deal

I don't know what was in the water at the latest NATO summit, but something got Trump to be cooperative. Perhaps it had something to do with Mark Rutte greasing his wheels.

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Full Newsletter: https://mailchi.mp/zeihan/finally-a-productive-nato-summit

Gone are the days of endless artillery barrages. The Russians have relied on this tactic for years, but drones and acoustic detection are changing that.

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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-ditching-artillery

This video was recorded back in April of this year, hence the snow. The Nimitz is making its final voyage (with a recent detour to the Middle East), before it's set to be decommissioned and replaced by the more advanced Ford-class carriers.

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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-uss-nimitz

Over the weekend, the US launched a major airstrike on Iran, targeting critical nuclear sites. We don't know the extent of the damage as of yet.

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Full Newsletter: https://mailchi.mp/zeihan/the-us-strikes-irans-nuclear-facilities

Trying to predict the long-term future of naval warfare may be futile, but we can examine some of the weapon systems emerging in current conflicts.

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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-naval-advances

Last time we chatted about the misalignment between American weapons systems and European needs. So, what does the future of Europe's military strategy look like?

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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-europes-future

Israel and Iran are still in the thick of an air war, which is really their only option given the several countries between them. But are things going to ramp up here soon? Is nuclear war coming? Will the US get involved?

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Full Newsletter: https://mailchi.mp/zeihan/israels-uncertain-endgame-in-iran

Our series on the revolution in military affairs continues with the geopolitics of weapons sales. Why does Europe buy US weapons? And will they continue to do so?

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Full Newsletter: https://mailchi.mp/zeihan/the-revolution-in-military-affairs-weapons-sales

Israel and Iran are still going at it, but things have not significantly escalated. Here's a breakdown of the situation and what could come next.

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Full Newsletter: https://mailchi.mp/zeihan/what-is-israels-victory-condition-in-iran

With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out though, we don't live in the same world we did a few decades ago.

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Full Newsletter: https://mailchi.mp/zeihan/oil-markets-arent-worried-about-iran

Israel has launched a significant military campaign against Iran, primarily targeting nuclear facilities. Let's break down the targets, impacts, and what's coming.

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Full Newsletter: https://mailchi.mp/zeihan/israel-launches-attack-on-iranian-nuclear-sites

Everyone, get your calendars out and draw a big red circle around July. Why? Because a recession could be coming.

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Link to the tracker: https://fred.stlouisfed.org/series/ICNSA

Full Newsletter: https://mailchi.mp/zeihan/watch-this-number-for-recession-indicators

Anyone remember that 2011 movie called Battle Los Angeles? It's beginning to look a lot like that again, just with a different kind of aliens this time.

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Full Newsletter: https://mailchi.mp/zeihan/trump-calls-in-the-marines-for-californias-protests