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
Aug 3, 2023 • 4min
US and Saudi Arabia Relations: Part 2 || Peter Zeihan
Yesterday we covered the key players in the US and Saudi relations. Today we'll look at the strategic implications of this relationship over the past 40 years and what it looks like moving forward. Full Newsletter: https://mailchi.mp/zeihan/us-and-saudi-arabia-relations-part-2
Aug 2, 2023 • 3min
US and Saudi Arabia Relations: Part 1 || Peter Zeihan
Today we're talking about key players in US - Saudi relations. US National Security Advisor Jake Sullivan went to Saudi Arabia to lay the framework for a new relationship. Full Newsletter: https://mailchi.mp/zeihan/us-and-saudi-arabia-relations-part-1
Aug 1, 2023 • 3min
Mexican Demographics: Where Are All the Kids? || Peter Zeihan
Most of the developing world has relatively similar demographics...the defining characteristic being a boatload of kids. And until recently, Mexico was no exception to that. Full Newsletter: https://mailchi.mp/zeihan/mexican-demographics-where-are-all-the-kids
Jul 31, 2023 • 7min
What the Coup in Niger Means for France || Peter Zeihan
The French have found themselves caught between a rock and a hard place, and a coup in Niger happens to be the catalyst for this predicament. To be clear, we're only talking about Niger because of what it means for the French. Full Newsletter: https://mailchi.mp/zeihan/what-the-coup-in-niger-means-for-france
Jul 28, 2023 • 7min
The End of Ukrainian Agriculture || Peter Zeihan
Russia has pulled out of the grain deal brokered by Turkey and the UN, and the countdown on Ukrainian agriculture has officially started. Full Newsletter: https://mailchi.mp/zeihan/the-end-of-ukrainian-agriculture
Jul 27, 2023 • 7min
Why Fiat Currencies Will Always Beat Gold || Peter Zeihan
***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
Jul 26, 2023 • 5min
China's Labor Problem: Youth Unemployment || Peter Zeihan
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
Jul 25, 2023 • 3min
What's Going On with Iran and Oil Markets? || Peter Zeihan
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
Jul 24, 2023 • 5min
Why is the Mexican Energy Sector Collapsing? || Peter Zeihan
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
Jul 21, 2023 • 5min
Brain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan
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
