Digestly

Zeihan on Geopolitics

Zeihan on Geopolitics

89 episodes

Turkey Takes a Break from Democracy || Peter Zeihan

The video discusses the political situation in Turkey, focusing on President Erdogan's consolidation of power and the challenges to democracy.

The Death of US-China Trade || Peter Zeihan

The escalating trade tensions between the US and China are leading to significant economic consequences, including inflation and potential recession.

The Tariffs Stalk at Midnight + LIVE Q&A Starts Soon!

The video discusses the impact of recent tariff changes on US trade with Canada and Mexico, highlighting significant increases in tariffs on automobiles, aluminum, steel, and energy, and predicting severe disruptions to manufacturing supply chains.

Trump’s Tariffs: Reciprocal Edition + Live Q&A || Peter Zeihan

The video discusses the impact of new tariffs imposed by the Trump administration on various countries, highlighting potential economic consequences.

You Mess with the Don, You Get the Tariffs || Peter Zeihan

Peter Z discusses the implications of Trump's proposed secondary tariffs on Russian and Chinese imports, highlighting potential economic impacts and geopolitical tensions.

Why I'm Okay with Some of the Secondary Tariffs || Peter Zeihan

Peter Z discusses Trump's surprise 25% tariff on Venezuelan crude oil and its implications.

Signalgate. It's Worse Than You Think. || Peter Zeihan

Signal Gate is a scandal involving Trump administration officials discussing sensitive military operations on an unsecured platform, highlighting severe security breaches and mismanagement.

Auto Tariffs and the Art of Routine Vehicle Maintenance || Peter Zeihan

Donald Trump announced a 25% tariff on imported cars and parts, impacting vehicle costs in the U.S.

Half A Million Immigrants Get the Boot || Peter Zeihan

The Trump administration's decision to rescind legal status for 530,000 immigrants poses labor and legal challenges.

The Future of NATO's Supreme Allied Commander || Peter Zeihan

The Trump administration considers withdrawing from NATO's Supreme Allied Commander position, risking U.S. influence in Europe.

Introducing the Next Generation Air Dominance Platform, F-47 || Peter Zeihan

The U.S. announced a new fighter program, NGAD, amidst evolving military needs and technological advancements.

The American Reindustrialization - A (Stalled) Progress Report || Peter Zeihan

The video discusses the potential impact of Trump's tariffs and the need for U.S. reindustrialization amid China's economic decline.

Getting Ready for Trump's Tariffs || Peter Zeihan

Peter Zion warns of an impending recession due to tariffs impacting North American trade and manufacturing.

Gaza Goes Back to Square One || Peter Zeihan

The Israeli military has resumed operations in Gaza, leading to a humanitarian crisis and ongoing conflict with Hamas.

Going Nuclear + Live Q&A Announcement || Peter Zeihan

The video discusses the potential for increased nuclear proliferation as countries like South Korea, Poland, and Germany consider developing their own nuclear capabilities due to perceived shifts in U.S. defense policies under the Trump administration.

The Ukraine War Ceasefire || Peter Zeihan

The video discusses the recent developments in the Ukraine war, focusing on Ukraine's withdrawal from Kursk and Trump's involvement in Russian propaganda.

Fentanyl Isn't as Lethal...What Happened? || Peter Zeihan

Fentanyl deaths in the U.S. have decreased significantly due to various factors.

Getting Ready for Trump's Tariffs - TEASER || Peter Zeihan

Peter Zion warns about an impending recession due to new tariffs.

Why You Shouldn't Expect Good Policy || Peter Zeihan

The video discusses the dysfunction in the Trump administration due to the replacement of experienced technocrats with politically loyal but inexperienced appointees, leading to inefficiencies and potential crises in federal departments.

Russia, NATO, and Negotiations || Peter Zeihan

The video discusses the ongoing negotiations between the US and Russia over Ukraine, highlighting Russia's demands and historical claims regarding NATO's expansion.

The Russian Reach: Russia's Wish List Part 2 || Peter Zeihan

The video discusses Russian influence on the US government and military, highlighting potential strategies to weaken American power.

The Russian Reach: Russia's Wish List Part 1 || Peter Zeihan

The video discusses Russia's influence on the US government, particularly through misinformation and policy manipulation, aiming to weaken US alliances and strengthen Russia's global position.

The Chinese Attempt the Impossible || Peter Zeihan

China faces economic challenges due to demographic shifts and urbanization, while geopolitical tensions with the U.S. provide temporary relief.

The Russian Reach: Christian Ultranationalism || Peter Zeihan

The video discusses the influence of Russian propaganda and Christian ultra-nationalism on the US government and global politics.

Making Sense of Africa: Congo and Rwanda || Peter Zeihan

The video discusses the geopolitical tensions between Rwanda and Congo, focusing on Rwanda's influence in Congo's mineral-rich regions and the potential global implications.

A Fresh Mess In Syria || Peter Zeihan

The recent violence in Syria's Alawite enclave highlights geopolitical tensions involving Turkey, Russia, and the US.

Educating the Workers of Tomorrow || Peter Zeihan

Teaching technical Spanish and promoting skilled labor are crucial for future economic integration with Mexico.

Will Trump Pump the Brakes on Greentech? || Peter Zeihan

Donald Trump's impact on the green transition is limited abroad but significant in the U.S. due to federal influence on infrastructure and financing.

Will the US and Canada Actually Merge? || Peter Zeihan

The video explores the hypothetical scenario of a merger between the United States and Canada, focusing on the potential secession of Canadian provinces like Alberta and Saskatchewan due to financial and demographic reasons.

Are Rare Earths Really That Rare? || Peter Zeihan

The video discusses the global dynamics of rare earth production, highlighting China's dominance and the potential for other countries to develop their own processing capabilities.

What Trump Should Take on Instead... || Peter Zeihan

The video discusses global opportunities and challenges for the U.S., emphasizing strategic alliances and economic shifts.

Trump Takes on Illegal Immigration || Peter Zeihan

The video discusses the impact of Trump's immigration policies on the U.S. economy and society.

Trump Takes on Trade || Peter Zeihan

The discussion focuses on Trump's tariff policies, highlighting their inefficiency and potential economic harm.

Trump Takes on China…or Not || Peter Zeihan

The video discusses China's economic challenges and the impact of Trump's policies on US-China relations.

Trump Takes on the Middle East || Peter Zeihan

The discussion critiques Trump's proposal to relocate Palestinians from Gaza and develop the area into a resort, highlighting logistical and political challenges.

Trump Takes on Russia…or Maybe It's the Other Way Around || Peter Zeihan

The video discusses the impact of Trump's policies on US-Russia relations and NATO, highlighting potential risks of conflict in Europe.

Generational Divides of Other Countries || Peter Zeihan

The video discusses generational demographics and their impact on countries like the U.S., Russia, China, and Iran, highlighting how historical and economic contexts shape generational identities differently across nations.

Can Tariffs Replace Income Taxes? || Peter Zeihan

Replacing income taxes with import tariffs is impractical due to economic and political challenges.

Russia After Russia || Peter Zeihan

The video discusses the potential future of Russia post-collapse, focusing on demographic, technological, and geopolitical impacts.

The Russian Depopulation || Peter Zeihan

The video discusses Russia's demographic challenges, highlighting a declining birth rate and increasing death rate, exacerbated by historical and current socio-economic issues.

The Real Secret to Saving Birthrates || Peter Zeihan

Peter Zion discusses demographic policies to encourage population growth, emphasizing affordable childcare and living costs.

Syria Opens Doors for Turkey || Peter Zeihan

The new interim leader of Syria, Ahmed Al Shara, is engaging with Middle Eastern powers, notably Turkey, to establish military bases, potentially altering regional dynamics.

Coal Remains Essential for US Electricity || Peter Zeihan

Georgia Power's updated IRP reflects increased electricity demand, delaying coal plant decommissioning to ensure power supply.

Global Economic Growth Patterns (Or Should I Say Decline) || Peter Zeihan

The video discusses global economic growth patterns, highlighting demographic challenges and industrial transitions impacting future growth.

Dealing With Chinese Drones || Peter Zeihan

The U.S. is not overly concerned about China's plan to build a million drones due to limitations in range, targeting, and guidance technology.

The Live Q&A Is Today! + AI Drama: DeepSeek, Nvidia, and China

The video discusses the impact of a Chinese company's claim to have developed an AI model at a fraction of the cost of Nvidia's, questioning its validity and implications for the tech industry.

The Patreon Live Q&A Is Tomorrow + Trump's Political Capital Bonfire

The video discusses the inefficacy and potential chaos caused by numerous executive orders issued by the Trump Administration, highlighting the lack of congressional involvement and the misallocation of resources.

What's the US Housing Market Doing? + LIVE Q&A || Peter Zeihan

Peter Zion discusses the current housing market dynamics, emphasizing the impact of political fiscal policies and demographic shifts on housing availability and mortgage rates.

Wind Energy Deserves Some Love || Peter Zeihan

Wind energy is more stable and cost-effective than solar due to fewer material and geographic constraints.

The End of Bipartisan Foreign Policy || Peter Zeihan

The video discusses the shift in U.S. foreign policy from a bipartisan approach to a more erratic and interventionist stance, influenced by recent political changes.

The Two-Sided Coin of Russian Sanctions || Peter Zeihan

To make Russian sanctions more effective, target the shadow fleet and disrupt supply chains.

The Failure of Chinese Real Estate || Peter Zeihan

The video discusses the impending economic crisis in China due to a collapsing real estate market, fraudulent local government practices, and demographic challenges.

The Geopolitics of Climate Change || Peter Zeihan

Peter Zion discusses the geopolitical implications of climate change, focusing on mineral extraction and shipping routes in the Arctic, and the impact on agriculture.

Trump, Cartels, Terrorism and...Increasing Migration || Peter Zeihan

Peter Zion discusses the implications of Donald Trump's designation of Mexican cartels as terror groups, highlighting unintended consequences for immigration and drug trafficking.

Join Peter Zeihan's Live Q&A On Feb. 7

Peter Zion announces a Q&A session on February 7th and encourages Patreon membership to support the LA Food Bank.

It’s time for an update on the war in Ukraine || Peter Zeihan

The video discusses recent developments in the Ukraine war, Russian oil sanctions, and NATO's new task force in the Baltic.

Boomers, Xers, and Budgeting || Peter Zeihan

The future of America's Gen X involves both challenges and opportunities due to demographic shifts and economic pressures.

Milei One Year On || Peter Zeihan

The discussion focuses on the economic reforms in Argentina under President Milei, highlighting challenges and potential improvements.

Intel Keeps Playing Catch-Up with TSMC || Peter Zeihan

Intel is poised to play a larger role in the semiconductor industry due to its integrated operations and U.S.-based facilities, despite past setbacks.

The Next Recession Isn't Here Quite Yet || Peter Zeihan

Peter Zion discusses the likelihood of a recession in the next 5-10 years, emphasizing that while economic downturns are inevitable, the U.S. is unlikely to face a severe recession soon due to strong consumer spending and industrial growth.

Russia Is Failing Not Failed || Peter Zeihan

The video discusses the potential threats posed by Russia despite its current struggles in the Ukraine war, emphasizing the risks of nuclear escalation and demographic decline.

Trump 2.0 - Reindustrialization || Peter Zeihan

Peter Zion discusses the potential economic collapse of China and the implications for the U.S., focusing on Trump's trade policies and the need for industrial and energy infrastructure expansion.

Trump 2.0 - Iran || Peter Zeihan

The video discusses the challenges and strategies the Trump administration might face and employ regarding Iran, contrasting it with China and Russia.

Trump 2.0 - China || Peter Zeihan

The video discusses the challenges China faces and how Trump's policies might impact them.

China Has No Chance || Peter Zeihan

China's stockpiling strategy is ineffective due to its dependency on imports and vulnerability to supply chain disruptions.

Can Venezuela Help Out with a Middle East Oil Shortage? || Peter Zeihan

The discussion explores the feasibility and implications of a foreign intervention in Venezuela to secure oil resources amid Middle Eastern instability.

Trump 2.0 - NATO || Peter Zeihan

The discussion focuses on Trump's potential impact on NATO, emphasizing defense spending and trade relations with China.

Trump 2.0 - Russia || Peter Zeihan

The video discusses the geopolitical challenges faced by Russia, particularly in Ukraine, and the implications of Trump's potential policies.

My Dream Alliance for the US - Part 2 || Peter Zeihan

Peter Zion discusses strategic alliances with countries rich in resources and stable economies for future global partnerships.

Trump Goes A-Conquerin' || Peter Zeihan

The speaker discusses the impracticality and potential consequences of Donald Trump's suggested military and economic actions against Panama, Greenland, and Canada.

My Dream Alliance for the US - Part 1 || Peter Zeihan

Peter Zion discusses the ideal future US alliance system, focusing on Anglo states and emerging partners like Mexico and Vietnam.

Bring on the Chinese Investments in LATAM || Peter Zeihan

The speaker discusses China's investments in Latin America, expressing little concern and suggesting it could benefit the region's infrastructure.

Is Federal Regulation Coming to the Texas Power Grid? || Peter Zeihan

Texas faces energy challenges due to its unique electricity market regulations, risking power shortages and industrial growth issues.

Why Is Gas So Expensive in California? || Peter Zeihan

California's high gasoline taxes and unique regulations are causing economic challenges and energy dependency issues.

A New American Imperialism? || Peter Zeihan

The video discusses American imperialism, emphasizing strategic security over territorial expansion.

Trump's New Grand Strategy || Peter Zeihan

The discussion explores the feasibility and implications of Europe purchasing American oil and gas to address trade deficits and strategic alliances.

Jimmy Carter and Jihad - MNNO's Take

The video discusses the impact of Jimmy Carter's presidency, highlighting both positive reforms and significant foreign policy challenges.

Jimmy Carter's Consequential 4 Years || Peter Zeihan

Jimmy Carter's presidency had significant global impacts, laying groundwork for future policies and conflicts.

Playing Jenga with Maritime Shipping || Peter Zeihan

The video discusses recent geopolitical events threatening global maritime trade and security, highlighting challenges from Russia, Israel, and Finland.

Artificial Intelligence Isn't Ready for Mass Application || Peter Zeihan

AI advancements are promising but face significant hardware and supply chain challenges, delaying mass adoption.

New Orleans Terror Attack || Peter Zeihan

Peter Zion discusses a recent terror attack in New Orleans and contextualizes the threat of Islamic State-inspired attacks in North America.

One Ship Inspection Could Unravel Global Maritime Shipping || Peter Zeihan

Nordic countries, Poland, and Britain plan to inspect ships from St. Petersburg to disrupt Russia's shadow fleet, potentially impacting global maritime norms.

The Russian Navy Leaves Syria for Benghazi... || Peter Zeihan

Russia plans to relocate its naval fleet from Syria to Benghazi, Libya due to geopolitical constraints.

The Chinese Cut Off Drone Exports || Peter Zeihan

The video discusses China's restriction on drone parts exports to Ukraine and the US, emphasizing the need for self-sufficiency in drone and lithium battery production.

The Future of Singapore || Peter Zeihan

Singapore's strategic and economic future is promising due to its advanced workforce, high-end manufacturing, and role as a financial hub in Southeast Asia.

There Goes the Canadian Government || Peter Zeihan

Canada's government faces instability due to leadership issues and internal conflicts, with potential changes in leadership imminent.

Israel’s Strategy for Iranian Nukes || Peter Zeihan

Israel targets Iranian nuclear scientists to hinder Iran's nuclear program.

The Future of Syria and Turkey's Role || Peter Zeihan

The video discusses the military operations in Syria following the fall of the Assad government, focusing on American and Israeli strategies and the complex political landscape.

The Americans Didn't Vote With Their Wallets || Peter Zeihan

The video discusses a significant shift in US voting patterns where income no longer predicts political leanings, suggesting a potential transformation in the political party system.