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
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.
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Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals
What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession.
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Full Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here
Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East?
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Full Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east
Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow.
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Full Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home
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?
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Full Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess
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.
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Full Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas
It's hard to equate Trump's tariff policies to much of anything, but the movie "Unstoppable" where Denzel Washington needs to stop a runaway train might be the best I can come up with.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/a-new-trade-act
One of the countries who got caught up in the 'Liberation Day' crossfire was Vietnam. Through an arbitrary and poorly informed process, Vietnam was slapped with a 46% tariff.
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Full Newsletter: https://mailchi.mp/zeihan/tariff-spotlight-vietnam
The Spaniards have been on an economic hot streak as of late. So, what have they been doing right, and will this streak continue?
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Full Newsletter: https://mailchi.mp/zeihan/ostia-spains-economy-is-booming
The 2025 US threat assessment has revealed that India is now a significant source of precursor chemicals used in fentanyl production, alongside China.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/india-complicates-the-us-fentanyl-crisis
It appears that democracy has fallen in Turkey, as Erdogan has arrested his only major political challenger - Istanbul's mayor, Ekrem İmamoğlu. With Erdogan's suppression of his (only) political opposition, he has signaled the transition from a democracy to an autocracy.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/turkey-takes-a-break-from-democracy
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Well, the fat lady ain't singing yet. Late yesterday, more updates on Trump's tariffs were released.
Full Newsletter: https://mailchi.mp/zeihan/the-tariffs-stalk-at-midnight
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Trump has announced his first big batch of tariffs (that's right, what's happened until this point is fairly small compared to the new stuff). Here's a snapshot of where this o...
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Well, it finally happened. Word got back to President Trump that Putin and the Russians were making a fool of him in their negotiations and peace talks, so the obvious next ste...
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
On March 25, President Trump announced a new 25% tariff on purchases of Venezuelan crude. There's a lot going on with this one, so let's cover the micro and macro.
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Signalgate. Well...Shit.
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The Trump administration announced a 25% tariff on imported cars and car parts. While this tariff isn't as severe as the others expected on April 2, it will still increase the ...
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The Trump administration has decided to rescind legal status for over half a million immigrants from Venezuela, Nicaragua, and Haiti. If you've listened to any of my videos, yo...
Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9.
Join the Patreon here: https://www.patreon.com/PeterZeihan
The Supreme Allied Commander position in NATO allows the US to lead allied forces in wartime. However, the Trump administration is considering withdrawing the US from that posi...
President Trump and Defense Secretary Pete Hegseth have announced the approval of the Air Force’s newest toy, the Next Generation Air Dominance (NGAD) platform, aka the F-47 fighter jet.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-ngad-platform-f-47
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