The Peter Zeihan Podcast Series
Peter Zeihan
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
Mentioned books
7 snips
Apr 21, 2025 • 4min
I Hope You Didn't Want to Buy a Home || Peter Zeihan
The podcast dives into the profound impact of Trump's tariff policies on the U.S. economy, with a spotlight on the housing market. Rising mortgage rates and construction costs are reshaping the landscape. Demographic shifts, especially the aging baby boomer generation, complicate the situation further. Younger generations face daunting challenges in finding affordable housing. The discussion paints a vivid picture of the current and future struggles in home buying.
12 snips
Apr 19, 2025 • 5min
Is Trump Playing 4D Chess? || Peter Zeihan
If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess
13 snips
Apr 18, 2025 • 6min
Of Tariffs, Manufacturing and PSAs || Peter Zeihan
The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas
4 snips
Apr 16, 2025 • 5min
Stopping Trump's Tariffs with A New Trade Act || Peter Zeihan
Explore the complexities of U.S. tariff policies amid shifting political landscapes. The discussion highlights the impact of Trump's administration and the urgency for legislative action. Hear about the proposed Trade Act of 2025 and why senators might hold the key to change. A vivid metaphor compares navigating tariffs to stopping a runaway train, emphasizing the challenges ahead.
4 snips
Apr 15, 2025 • 6min
Tariff Spotlight: Vietnam || Peter Zeihan
The discussion reveals the chaos of Vietnam's 46% tariff, highlighting the Trump administration's misguided trade decisions. Experts unveil the significant impacts of these policies on the Vietnamese economy. The evolving U.S.-Vietnam economic relationship comes under the microscope, showcasing new investment trends and the push for supply chain diversification after COVID-19. Additionally, the complexities of trade deficits and data manipulation are scrutinized, outlining the challenges that lie ahead for economic collaboration.
5 snips
Apr 14, 2025 • 5min
¡Ostia! Spain's Economy Is Booming || Peter Zeihan
Spain is currently experiencing an impressive economic boom, fueled by smart macroeconomic strategies and welcoming immigration policies. The influx of foreign-born residents has boosted consumption, but the aging population poses future challenges. The discussion dives into the factors behind this growth and what it means for Spain's long-term sustainability. Will this trend continue, or will demographic issues hold back progress? Tune in to discover the dramatic shifts in Spain's economic landscape.
7 snips
Apr 11, 2025 • 4min
India Complicates the US Fentanyl Crisis || Peter Zeihan
The latest analysis reveals a shocking shift in the fentanyl supply chain, with India emerging as a key source for precursor chemicals. This change complicates the U.S. strategy for tackling the fentanyl crisis. Experts emphasize the need for a new approach, urging a focus on reducing demand instead of just cutting off supply. The discussion highlights the ongoing challenges in global drug manufacturing and policy responses to public health crises.
4 snips
Apr 10, 2025 • 5min
Turkey Takes a Break from Democracy || Peter Zeihan
Turkey is witnessing a troubling shift as democracy crumbles under President Erdogan's rule. The arrest of Istanbul's mayor, Ekrem İmamoğlu, marks a significant move to suppress political opposition. Protests are unfolding as citizens grapple with the loss of democratic freedoms. The podcast also dives into how Western nations are reassessing their strategic ties with Turkey, a key player in global geopolitics, in light of recent developments.
7 snips
Apr 9, 2025 • 6min
The Tariffs Stalk at Midnight + LIVE Q&A Starts Soon!
The podcast dives into the recent updates on U.S. tariff policies and their impact on trade with Canada and Mexico. It highlights specific tariffs that are disrupting manufacturing supply chains, especially in the automotive sector. The discussion reveals how these tariffs are poised to increase vehicle costs and further strain essential raw material supplies. Additionally, there's a thought-provoking look at the potential for economic instability, as rising tariffs may lead to inflation and even recession risks.
14 snips
Apr 8, 2025 • 7min
Trump’s Tariffs: Reciprocal Edition + Live Q&A || Peter Zeihan
Dive into the complexities of Trump’s new reciprocal tariffs impacting around 50 countries. Discover how a hefty 25% tariff on non-domestic automotive products could influence inflation and global supply chains. The discussion highlights potential strains on the automotive sector and concerns about recession. Explore the broader implications for international trade and technological partnerships, particularly in East Asia, as these tariffs reshape economic landscapes.
