The Peter Zeihan Podcast Series

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.

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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.

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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.

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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.

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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 one round will take us...

Full Newsletter: https://mailchi.mp/zeihan/trumps-tariffs-reciprocal-edition

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.

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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 step is to throw some more tariffs at them...

Full Newsletter: https://mailchi.mp/zeihan/secondary-tariffs-and-trump-gets-pissed-off

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.

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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.

Full Newsletter: https://mailchi.mp/zeihan/secondary-tariffs-and-trump-gets-pissed-off

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.

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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.

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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 cost of vehicles in the US by $2-3k on average.

Full Newsletter: https://mailchi.mp/zeihan/immigration-and-auto-tariffs

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.

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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, you’ll know there are some glaring holes in this decision.

Full Newsletter: https://mailchi.mp/zeihan/immigration-and-auto-tariffs

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.

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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 position (mainly for cost-cutting reasons).

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-natos-supreme-allied-commander

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.

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Full Newsletter: https://mailchi.mp/zeihan/the-ngad-platform-f-47

I recorded this video before Trump took office for his second term. At the time, this video outlined the trajectory the US was on. We held off on releasing the video because...well, everything was going to be changing.

We'll be doing a deep dive on all of this during the Live Q&A on April 9 over on Patreon.

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Full Newsletter: https://mailchi.mp/zeihan/the-american-reindustrialization

If you look back at my videos covering a potential future recession, you'll notice that I really wasn't too concerned in the short term. Well, this next set of tariffs to be announced in early April, might change all of that.

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Full Newsletter: https://mailchi.mp/zeihan/getting-ready-for-trumps-tariffs

Israel has resumed military operations in Gaza, so any ceasefire or hostage deal that was on the table can be kissed goodbye.

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Full Newsletter: https://mailchi.mp/zeihan/gaza-goes-back-to-square-one

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.

Link to join the Patreon here: https://www.patreon.com/PeterZeihan

As the Trump administration shifts US foreign policy, several countries are taking notice of the rising global instability. It looks like the nuclear question is getting thrown around by quite a few of those countries.

Full Newsletter: https://mailchi.mp/zeihan/going-nuclear-live-qa-announcement

Here's a quick update on what's going on in the Ukraine War and the discussions of a potential ceasefire.

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Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-ceasefire

How about some positive news to start your day? A study was just released showing that fentanyl deaths in the US peaked in 2022 or early 2023 and have been declining since.

Study link: https://opioiddatalab.ghost.io/peak-od-phenotypes/

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Full Newsletter: https://mailchi.mp/zeihan/fentanyl-isnt-as-lethalwhat-happened

Today on the paid Patreon page, I released the full video covering Trump's next round of tariffs set for early April and the impact they'll have on the economy. For access to that video, join the Patreon now!

We’re also excited to announce our next LIVE Q&A session will be on April 9th! This is an exclusive perk for our Analyst members on Patreon. More info can be found on the Patreon page.

Click the link below to join the Patreon…

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A nice convo with mom and dad can always yield some new ideas, so if all you get from this video is "give your parents a call" - I'll consider that a win. The TLDR of our convo is that you shouldn't expect good policy from the Trump Administration.

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Full Newsletter: https://mailchi.mp/zeihan/why-you-shouldnt-expect-good-policy

This video was originally posted on Patreon on Feb. 19, 2025. At the time, negotiations were just beginning between the US and Russia on the topic of Ukraine.

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Full Newsletter: https://mailchi.mp/zeihan/russia-nato-and-negotiations

If you thought that Putin already had enough to dream about based upon yesterday's video, I've got news for you. Today, we'll be adding some more items to Russia's wish list.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-russias-wish-list-part-2

The Russians have already achieved a major intelligence breakthrough by influencing American leadership, but what if they started really swinging for the fences? What would be on the Russian wish list?

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-russias-wish-list-part-1

The long-term outlook for China is bleak. I've discussed it plenty. However, the Chinese are getting a little lovin' from an unexpected source.

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Full Newsletter: https://mailchi.mp/zeihan/the-chinese-attempt-the-impossible

I've been on the receiving end of more than a few theories on what might be contributing to the absurdity that we're seeing. One of the more interesting ideas is that there could be some Christian ultranationalism on the table.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-christian-ultranationalism

Let's take a breather from the Russian Reach series and talk about something going on in Africa. Specifically, we'll be looking at the escalating conflict between Rwanda and the Democratic Republic of Congo.

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Full Newsletter: https://mailchi.mp/zeihan/making-sense-of-africa

Government-backed paramilitary forces (supported by Turkey) in Syria's Alawite enclave brutally suppressed the Alawite opposition. The Alawites are now seeking protection at Russian military bases as the Sunni-led government consolidates power.

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Full Newsletter: https://mailchi.mp/zeihan/a-fresh-mess-in-syria

If Russia's influence can make its way into the US on the scale we're discussing, you can only imagine how bad it is in places like Romania.

In December of last year, we discussed the "Red Strings in Romania" (which you can watch here: https://youtu.be/LP7tkPO6Wqk ) - but things have ramped up.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-a-grip-on-romania

The Russian intelligence system is comprised of a vast and interconnected network of agents. Each of these pawns plays a different role in supporting the "king" back in Moscow.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-categorizing-intelligence-agents

This is part 2 of my attempt at catching up to current events in our Russian Reach series...

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-playing-catch-up-pt-2

We're only four days into this series and somehow it seems as though we're weeks behind current events. So, I'm doing some rapid fire updates this weekend to bring everyone up to speed.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-playing-catch-up-pt-1

The US has halted all intelligence sharing with Ukraine. If you thought the weapons cutoff was a big deal, buckle up.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-us-cuts-ukraine-intel-dominos-fall

Putin, like the Soviets before him, is clouded by fear of invasion due to Russia's vulnerable geography. Understanding that makes Russia's strategy of expansion and occupation towards defensible borders clearer.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-geography-and-intelligence

Following the March 4th elections, the Germans are poised to see a significant political and military shift...

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Full Newsletter: https://mailchi.mp/zeihan/a-big-change-in-germany

Despite the short-term emphasis placed on the title of president, chancellor, or prime minister, the reality is that leadership typically has minimal impact on the trajectory of a nation.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-why-leadership-doesnt-matter

Imprisoned Kurdish PKK leader, Abdullah Öcalan, has once again called for the PKK to disarm and transition into a political party, but this time it might actually happen.

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Full Newsletter: https://mailchi.mp/zeihan/doors-open-for-turkey-as-the-kurds-disarm

There are two issues we'll be discussing today: Bird Flu and the new disease outbreak in Congo. These topics are unrelated, but there is a lesson to be learned in their comparison.

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Full Newsletter: https://mailchi.mp/zeihan/of-birds-and-bugs

Venezuelan oil is getting the boot from the US. Well, kinda, sorta, not really. Let me walk you through what’s going on.

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Full Newsletter: https://mailchi.mp/zeihan/venezuelan-crude-is-off-the-menu

This is the first of a multi-part series covering just how far Russia's reach into the US is. You're getting early access to this video to show you what you're missing out on! Join Patreon now to see the first 5 videos of The Russian Reach series, and help us donate to MedShare in the process.

Join the Patreon here: https://www.patreon.com/PeterZeihan

Info on MedShare International: https://www.medshare.org/disruptions-in-humanitarian-aid-zeihan/

Full Newsletter: https://mailchi.mp/zeihan/the-russian-reach-series-introduction

There's a lot going on in Ukraine right now, so let's do a quick update on the military and diplomatic developments.

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Full Newsletter: https://mailchi.mp/zeihan/from-the-frontlines-in-ukraine-to-truth-social

New Zealand has been having some issues, with a 1% economic contraction and roughly 80,000 people leaving the country. What does this mean for one of my favorite countries?

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Full Newsletter: https://mailchi.mp/zeihan/economic-troubles-for-new-zealand

If I was tasked with raising and educating the next generation of workers (aka what middle school teachers do daily), what would I teach my minions (okay fine, "students") to best prepare them for the future?

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Full Newsletter: https://mailchi.mp/zeihan/educating-the-workers-of-tomorrow

Both in the US and globally, the green energy transition has been all the rage for the past few years. With President Trump's second term kicking off, how will it impact the green transition domestically and beyond?

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Full Newsletter: https://mailchi.mp/zeihan/will-trump-pump-the-brakes-on-greentech

Listen, I didn't want to make this video, but too many people asked for it...so here we go. What would a potential merger of the US and Canada look like?

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Full Newsletter: https://mailchi.mp/zeihan/will-the-us-and-canada-actually-merge

Rare earths are back in the headlines, but is all the hype worth it? Let's breakdown what these are and how "rare" they actually are.

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Full Newsletter: https://mailchi.mp/zeihan/are-rare-earths-really-that-rare

The last few videos have covered all the things that Trump is focusing on (and doing wrong), and many of you have asked where he SHOULD be spending his time.

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Full Newsletter: https://mailchi.mp/zeihan/what-trump-should-take-on-instead

Trump's immigration policies have caused quite the stir, specifically his hardline stance on illegal migration. So, how will these policies impact the US economy?

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-illegal-immigration

There's plenty of tools at the disposal of the US President and tariffs are one of them. When used appropriately - i.e., to get something else or discourage a certain action - tariffs can be a very effective measure. However, Trump is using them as an end, rather than a means to an end.

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-trade

China is on its last legs. Its demographic picture is far past terminal. Its financial system makes Enron look responsible. Simply feeding its people is far beyond Beijing’s capacity without legions of outside assistance.

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-chinaor-not

Israeli successes across the Levant have transformed the broader Middle East, wrecking the countries and militant groups that have long scourged the region.

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-the-middle-east

US President Donald J Trump, both directly and via his senior staff, has outlined his administration’s policies for Europe, Ukraine and Russia.

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-russia

Second-time freshman President Donald J Trump is taking the axe to the federal workforce. Or at least he is attempting to.

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Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-washington

I've talked extensively about the generational divides in the US, but what about other countries? Let's look at the unique demographic trends in Russia, China, and Iran.

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Full Newsletter: https://mailchi.mp/zeihan/generational-divides-of-other-countries

Imagine never paying income tax again. Sounds damn nice to me too. That's until reality kicks in and you start looking at the math on how large the tariffs would need to be to replace those taxes...

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Full Newsletter: https://mailchi.mp/zeihan/can-tariffs-replace-income-taxes

Building on yesterday's video, we'll be talking about the future of Russia following its collapse. So, what can we expect the Russia after Russia to look like?

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Full Newsletter: https://mailchi.mp/zeihan/russia-after-russia

Today we'll be discussing Russian birth and death rates since we've got some new Russian demographic data to look at. So, go ahead and grab that truckload of salt.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-depopulation

Today's conversation might piss off a few prophylactic companies (no, I'm not suggesting we buy thumb tacks and go crazy). The question of the day is...how can we get people to procreate?

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Full Newsletter: https://mailchi.mp/zeihan/the-real-secret-to-saving-birthrates

Syria's interim leader Ahmed Al Shara has been meeting with the region's big dogs - Saudi Arabia and Turkey. Respectively, they represent the financial backbone and the military power of the region, so buddying up isn't the worst idea.

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Full Newsletter: https://mailchi.mp/zeihan/syria-opens-doors-for-turkey

Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy.

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Full Newsletter: https://mailchi.mp/zeihan/coal-remains-essential-for-us-electricity

We're looking at some global economic growth patterns today. Unfortunately, we're entering an era with a lot of unknowns. Between collapsing demographics and industrial challenges, there seems to be more countries in the red than the green.

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Full Newsletter: https://mailchi.mp/zeihan/global-economic-growth-patterns

Drones are all the rage right now and China is jumping on the bandwagon. With Chinese plans to create over 1 million combat-ready drones within two years, should the US be worried?

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Full Newsletter: https://mailchi.mp/zeihan/dealing-with-chinese-drones

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Chinese firm, DeepSeek, claimed to develop an AI model at a fraction of the cost used to develop competing models. This has caused quite the stir, but what is actually going on?

Full Newsletter: https://mailchi.mp/zeihan/ai-drama-deepseek-nvidia-and-china

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If you want to access to all the videos as soon as they are released, be sure to join the Patreon. Trump has used up a lot of paper in his first 10 days in office, but he hasn't spent much time working with Congress to make his executive orders stick.

Full Newsletter: https://mailchi.mp/zeihan/trumps-political-capital-bonfire

The US housing market has been through a lot, so what does this current chapter look like? We're going to be looking at several factors impacting the trajectory of the US housing market.

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Full Newsletter: https://mailchi.mp/zeihan/whats-the-us-housing-market-doing

I've bad mouthed solar power enough times for people to know where I stand, but why am I taking it easier on wind power?

Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/wind-energy-deserves-some-love

After four consecutive presidents adopting a neo-isolationist mentality, the era of bipartisan globalization is coming to an end. So, what will the future of US foreign policy look like?

Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/the-end-of-bipartisan-foreign-policy

This video was recorded before Peter left on his New Zealand trip

Western sanctions against Russia aim to restrict revenue flows by barring access to Western shipping, banking and insurance...but there's one more step that could be taken to put the final sanction nail in the Russian coffin.

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Full Newsletter: https://mailchi.mp/zeihan/the-two-sided-coin-of-russian-sanctions

Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem.

Join the Live Q&A on Feb. 7 by becoming an Analyst member on Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/the-failure-of-chinese-real-estate

With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates to climate change.

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Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-climate-change

Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican cartels as terrorist groups, which will have some unintended consequences.

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Full Newsletter: https://mailchi.mp/zeihan/trump-cartels-terrorism-andincreasing-migration

Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The Analyst tier, here is your reason...

In addition to getting access to the Live Q&A and all the premium content, you'll also be helping a good cause. All new Analyst tier membership fees for the first three months of 2025 will be donated to: https://www.lafoodbank.org/

Peter will be answering a mix of questions submitted ahead of time and questions submitted live, so you don’t want to miss out! Once you join The Analyst tier, you’ll be able to register for the Q&A, submit your questions, and join in on the conversation.

You’ll also get a recording of the Live Q&A to watch at your leisure! Why not treat yourself to an early Valentine’s gift and help others in the process…

We’re excited to see you there!

There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian troops are continuing their slow slog toward the Ukrainian city of Pokrovsk.

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Full Newsletter: https://mailchi.mp/zeihan/its-time-for-an-update-on-the-war-in-ukraine

Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and what to expect in the coming decade or so.

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Full Newsletter: https://mailchi.mp/zeihan/boomers-xers-and-budgeting

Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time.

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Full Newsletter: https://mailchi.mp/zeihan/milei-one-year-on

We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up.

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Full Newsletter: https://mailchi.mp/zeihan/intel-keeps-playing-catch-up-with-tsmc

A potential US recession or depression is always in the back of our minds, but how close are we really?

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Full Newsletter: https://mailchi.mp/zeihan/the-next-recession-isnt-here-quite-yet

Although Russia's military performance in the Ukraine War has been underwhelming, that doesn't mean we can write off the Russians quite yet. This conflict, and what could follow, should still be a top concern for the West.

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Full Newsletter: https://mailchi.mp/zeihan/russia-is-failing-not-failed

Another layer of the challenges facing the Trump administration is the fallout from a Chinese collapse and what it will mean for US reindustrialization.

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Full Newsletter: https://mailchi.mp/zeihan/trump-20-reindustrialization

Next in our Trump 2.0 list, we have Iran. This is one of those countries that is quite isolated from the US, so Trump can have a bit more fun with his policies.

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Full Newsletter: https://mailchi.mp/zeihan/trump-20-iran

In this video, Peter mentioned a total fertility rate (TFR) of 0.5. While this may be the case for certain urban cores, China's national TFR is closer to 1.0. Still abysmal, though slightly less catastrophic. -ZoG

Everyone knows where I stand on China, but how will Trump's second term play into that?

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The Chinese are stockpiling resources - food, fuel, and materials - to help it endure a protracted conflict with the US. Is this something to be concerned about?

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Full Newsletter: https://mailchi.mp/zeihan/china-has-no-chance

With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign intervention in Venezuela open its oil supply as an alternative to Middle Eastern oil.

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Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-in-middle-east

Next on our list of things Trump 2.0 will have to deal with is NATO. Trump's second term could reshape NATO dynamics, with a significant focus on defense spending, China, and European alliances.

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Full Newsletter: https://mailchi.mp/zeihan/trump-20-nato

As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia.

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Full Newsletter: https://mailchi.mp/zeihan/trump-20-russia

Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down.

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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2

Trump just kicked around invading and coercing some allies. Oh boy....

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Full Newsletter: https://mailchi.mp/zeihan/trump-goes-a-conquerin

When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets.

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Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1

A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances.

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Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-latam

That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own.

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Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-to-the-texas-power-grid

Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis.

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Full Newsletter: https://mailchi.mp/zeihan/why-is-gas-so-expensive-in-california

American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward?

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Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism

President Trump suggested that Europe should buy US oil and gas to address trade deficits and strengthen alliances. I have a few qualms with this.

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Full Newsletter: https://mailchi.mp/zeihan/trumps-new-grand-strategy

MNNO (aka Michael) is the Director of Analysis at Zeihan on Geopolitics. You heard Peter's take yesterday...and now you get a different perspective on Jimmy Carter's "legacy".

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I typically avoid the analysis of late U.S. presidents, but Jimmy Carter is a special case.

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Full Newsletter: https://mailchi.mp/zeihan/jimmy-carters-consequential-4-years

In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship.

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Full Newsletter: https://mailchi.mp/zeihan/playing-jenga-with-maritime-shipping

Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way.

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Full Newsletter: https://mailchi.mp/zeihan/artificial-intelligence-isnt-ready-for-mass-application

The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale.

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Full Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-could-unravel-global-maritime-shipping

There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen.

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Full Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria-for-benghazi

The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians.

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From humble beginnings to a global trading hub, Singapore has solidified itself as a key player in the region and beyond.

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Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future.

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Full Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government

With the Iranians eyeing nukes, why haven’t regional powers like the Israelis stepped in and squashed those dreams?

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Full Newsletter: https://mailchi.mp/zeihan/israels-strategy-for-iranian-nukes

The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a regional power from outside will need to step in and help.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-syria-and-turkeys-role

Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in voting patterns.

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Full Newsletter: https://mailchi.mp/zeihan/the-americans-didnt-vote-with-their-wallets

The most recent presidential election in Romania has been annulled, and surprise, surprise, it's because of the Russians.

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Full Newsletter: https://mailchi.mp/zeihan/red-strings-in-romania

Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad regime means Syria's role as buffer and distraction has ended. So, what's next for Iran?

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-iran-goes-defensive

The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning.

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-israels-opportunity

Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the history of Syria and the consequences that all this will have, specifically what this means for Russia.

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Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-russias-withdrawal

The Syrian rebel group Hayat Tahrir al-Sham has succeeded in toppling the Assad regime.

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The Europeans are having a bit of a leadership crisis at the moment, and it's coming at an inopportune time...

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Full Newsletter: https://mailchi.mp/zeihan/can-mar-a-lago-solve-the-leadership-vacuum-in-europe

The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with Volkswagen being our guinea pig).

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Full Newsletter: https://mailchi.mp/zeihan/the-german-failure-volkswagen

South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last long...the parliament summarily overturned that decision – unanimously no less. So where does that leave the Koreans?

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Full Newsletter: https://mailchi.mp/zeihan/korean-martial-law-starts-and-ends

Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that Tbilisi would be ending its bid to join the EU.

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Full Newsletter: https://mailchi.mp/zeihan/why-the-russians-need-georgia-and-the-caucasus

This is a compilation of videos outlining what led Syria to Civil War...

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Full Newsletter: https://mailchi.mp/zeihan/syria-breakdown-what-led-them-to-this

I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up.

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Full Newsletter: https://mailchi.mp/zeihan/tsmcs-semiconductor-production-in-the-usa

When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl.

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Full Newsletter: https://mailchi.mp/zeihan/why-im-worried-about-fentanyl-in-the-us

Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners.

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Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico

The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently.

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Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-1-china

The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen?

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Full Newsletter: https://mailchi.mp/zeihan/no-shale-for-europe

Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine.

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Full Newsletter: https://mailchi.mp/zeihan/when-the-missile-is-the-message

I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background...

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Full Newsletter: https://mailchi.mp/zeihan/viva-chihuahua

If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication.

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Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico

Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today.

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Full Newsletter: https://mailchi.mp/zeihan/british-agriculture-is-about-to-suck-even-more

The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War?

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Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct

Donald Trump's cabinet appointees are rolling in and let's just say they're not the A-team, but what did we expect?

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Full Newsletter: https://mailchi.mp/zeihan/trumps-cabinet-picks-loyalty-over-experience

This is a sample of the news digest that Peter Zeihan starts his day with: https://mailchi.mp/zeihan/a-glimpse-into-our-daily-news-digest

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The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China.

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Full Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips

Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough to ward off the mounting debt crisis?

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Full Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis

PC or console? Yes, I'm talking about gaming preferences...and if you answered PC, then we all owe you a big thank you.

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Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-gaming

Well, that didn't go the way I expected. Here's what happened...

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Link to graphics: https://mailchi.mp/zeihan/election-postmortem

China is facing a demographic crisis, but can immigration be used to counter it?

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Full Newsletter: https://mailchi.mp/zeihan/can-immigration-solve-chinas-people-problem

I'm sure this isn't a shock, but a lot of folks have asked what I think of the incoming trump administrations cabinet nominations. Before I delve in Monday's video into the simple and forgiving world of American domestic politics, I think it would be best to review where this all began. In this special weekend edition we reach into the way-back machine and go back to New Year's 2021 when the world seemed so different, and so similar.

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Full Newsletter: https://mailchi.mp/zeihan/remember-when-taking-it-back-to-2021

The nature of naval warfare is evolving - with advancing drone tech leading the charge - but not all of the world's navies and regions will be impacted the same.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-naval-tech-war-on-the-seas

Everyone grab your favorite road trip snack and pick out some good tunes, because today we're talking about the increasingly important I-35 corridor.

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Full Newsletter: https://mailchi.mp/zeihan/the-one-road-propping-up-us-mexico-trade

The future for most of the BRIC countries is not - as Rihanna so eloquently put it - "shining bright like a diamond."

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Full Newsletter: https://mailchi.mp/zeihan/which-brics-member-will-survive

Some new advancements in AI and geology have revealed a massive lithium deposit in Arkansas's Smackover Formation (great name by the way). While this is good news, we still have a lot of work to do before this lithium sees the light of day.

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Full Newsletter: https://mailchi.mp/zeihan/counting-lithium-chickens-before-they-hatch

Many of you have asked who my favorite US President is, so I figured I would do a video covering that. And we don't have to go too far back, just to number 41 - George H.W. Bush.

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Full Newsletter: https://mailchi.mp/zeihan/my-favorite-us-president-of-all-time-is

As the election approaches, the topic of illegal immigration is getting as much airtime as Brittney Spears did in the early 2000s. And I hate to burst your bubble, but all those undocumented immigrants are probably doing more good than harm.

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Full Newsletter: https://mailchi.mp/zeihan/undocumented-immigrants-impact-on-us-labor-and-economy

I've said it before and I'll say it again, the US dollar ain't going nowhere. There's simply no other currency with the volume or liquidity to fill the shoes of the dollar.

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Full Newsletter: https://mailchi.mp/zeihan/can-a-brics-currency-replace-the-us-dollar

We're busting out the trusty ole crystal ball today, and looking at the two US regions most poised to succeed in the coming decades. I'm guessing it has something to do with the BBQ they're eating, so yes, we're talking about Texas and North Carolina.

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/us-regions-of-the-future-texas-north-carolina

Israel has had a lot of eyes on it lately and many are starting to wonder what the future looks like for this small and arid country. Let's break this down through the lens of deglobalization.

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Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

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Listen, I debated even entertaining an election video for today, but since this question was so good, I just had to record one.

Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

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Now that we've had a bit more time to see what happened in Israel's latest attack on Iran, let's dive a bit deeper. Israel struck military facilities like missile storage and production sites, but avoided nuclear and oil infrastructure.

Full Newsletter: https://mailchi.mp/zeihan/israel-attacks-iran-again-part-1-2

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Let's talk climate change. With conservative estimates, we're looking at a few degrees of warming by the end of the century, but if we look at this in the light of global trends, it could be even worse.

Full Newsletter: https://mailchi.mp/zeihan/climate-change-will-be-different-for-everyone

Today is the final day of our MedShare fundraiser! If you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon

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Russian "diplomats" are being expelled from Poland due to sabotage attempts.

Full Newsletter: https://mailchi.mp/zeihan/russians-russians-everywhere-final-call-for-medshare-fundraiser

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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Nuclear power has a bad reputation, and I get it...Chernobyl, nuclear waste, and outdated infrastructure. Buttt, it’s a reliable, carbon-free energy source that might be getting a much needed facelift soon-ish.

Full Newsletter: https://mailchi.mp/zeihan/smrs-are-giving-nuclear-power-a-facelift

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Cuba's power grid is collapsing. No, it's not because of US sanctions or socialism. This ongoing crisis can be blamed on Cuba's lack of investment into modernizing and its reliance on Soviet and Venezuelan fuel.

Full Newsletter: https://mailchi.mp/zeihan/cubas-power-grid-fails-but-an-opportunity-arises

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Watch this video I sent out a year ago for a refresher on a few of these technologies and the limits to innovation. Here’s the link: https://youtu.be/fF4YTDsxcnc

Full Newsletter: https://mailchi.mp/zeihan/spacex-takes-one-giant-leap-for-space-tech

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There's some growing concern in Europe that a Trump victory in the US election could lead to a decrease in support for Ukraine. Without the US backing them, many European countries might reach for nukes to deter any potential conflicts.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war-1709148

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My crystal ball is working overtime trying to figure out what the future of oil prices will look like. You've already heard one of the scenarios, but here's another POTENTIAL way this could play out.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war

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A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down the different approaches to this buildout and how they might turn out.

Full Newsletter: https://mailchi.mp/zeihan/the-uae-and-india-look-to-localize-semiconductor-manufacturing

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Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/china-faces-deflation-as-economy-stutters

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Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/the-next-gulf-war-is-coming

Patreon Link: https://www.patreon.com/PeterZeihan

Still haven’t joined the Patreon? Well, if you don’t want to miss out on the Live Q&A, join “The Analyst” tier before next Wednesday, October 23rd! And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare. Click here to join me on Patreon: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/my-recent-interview-on-borderlands-patreon

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President Biden is making a trip out to Africa (since recording, this trip has been postponed due to national weather issues). No, he's not going on safari; he's looking to shake some babies and kiss some hands over in Angola.

Full Newsletter: https://mailchi.mp/zeihan/president-biden-is-making-a-trip-to-angola

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We're hitting the backroads today and chatting about the small town of Spruce Pine, North Carolina. What this town lacks in population, it makes up in its (extremely important) quartz mines.

Full Newsletter: https://mailchi.mp/zeihan/how-a-small-town-in-nc-could-disrupt-global-semiconductor-production

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If you ever need to make an online dating profile, be sure to add "long walks on the beach discussing the economic challenges facing China" to the list...I promise you'll double the dates in no time.

Full Newsletter: https://mailchi.mp/zeihan/the-downward-spiral-of-the-chinese-economy

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Israeli defense systems are getting put through the ringer as of late, so let's talk through each of these systems, how they're doing, and what the US involvement looks like.

Full Newsletter: https://mailchi.mp/zeihan/how-effective-are-the-israeli-defense-systems

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I know everyone wants constant updates on the upcoming US election, and if you haven't figured this out by now, that's not really my shtick. However, I will offer a couple factors that could influence the outcome of this election.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-what-do-hurricanes-and-political-factions-have-in-common

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Reports coming out of South Korea indicate that North Korean troops could be deploying to Russia. These reports are unconfirmed, but the South Koreans aren't usually in the business of lying. So, what does this mean for the Ukraine War?

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-the-koreans-are-coming-to-the-ukraine-war

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Following my video on Iran's attacks from the other day, I feel it necessary to explore the possibility of an Israeli strike on Iran's oil sector and the affect it would have on global markets.

Full Newsletter: https://mailchi.mp/zeihan/impacts-of-an-israeli-strike-on-irans-oil-sector

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Sanctions are not a new strategy to fight the Russians, but this round could be different...

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russian-sanctions-are-making-global-finance-spicy

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Russia has attacked three civilian ships carrying grain in Ukraine's southwest maritime corridor. This marks Russia's first major attack on commercial shipping, and a significant escalation of this war.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russia-strikes-three-commercial-ships

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Back to the picket lines we go...this time with the longshoreman. Ports across the East and Gulf Coasts of the US will impacted by the strike, disrupting nearly two-thirds of the imports and exports by water.

Full Newsletter: https://mailchi.mp/zeihan/longshoreman-on-strike-us-ports-get-shut-down

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Mexico's newly elected president, Claudia Sheinbaum, is settling into her new digs. Despite her qualifications and experience, will her leadership actually look all that different from former President Andrés Manuel López Obrador (AMLO)?

Full Newsletter: https://mailchi.mp/zeihan/if-you-think-mexicos-new-government-is-a-problem-wait-until-you-see-its-solutions

Join the Patreon here: https://www.patreon.com/PeterZeihan

Our focus turns toward China today, specifically at the technological struggles facing the Chinese military and manufacturing industry. And yes, we're starting with the nuclear submarine that sank in port...

Full Newsletter: https://mailchi.mp/zeihan/china-navy-nukes-tech-and-politics

If you're looking for your daily does of Peter Zeihan...you're not going to find here this week. You'll have to head over to Patreon in order to get early access to all the videos, newsletters and exclusive content. (or you can wait for it to be released a week later on YouTube)

Click here to join Patreon: https://www.patreon.com/peterzeihan

Today, 9/30 is the last day before we officially launch the Patreon page! If you want to continue receiving timely videos and newsletters (as well as some exclusive extras) every weekday, then head on over and join the fun on Patreon.

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Russia has struggled to maintain a credible "red line" (referring to the point at which Putin will push the shiny red button) for quite a while now.

Full Newsletter: https://mailchi.mp/zeihan/russia-threats-deterrence-and-the-war-of-numbers

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan

Hurricane Helene is heading toward the Big Bend of Florida and was set to make landfall around midnight last night. As a Category 3 storm, Helene is poised to make quite the splash, so here's what to keep an eye on.

Full Newsletter: https://mailchi.mp/zeihan/hurricane-helene-patreon-info

Click the link to join Peter Zeihan's Patreon for early access to videos and newsletters, exclusive access to live Q&As and news digests, and more: https://www.patreon.com/peterzeihan

The US national debt is so high that it has exceeded 100% of GDP. We're talking over $35 trillion. Nice little chunk of change there. So, what led us to this point and how do we move forward?

Full Newsletter: https://mailchi.mp/zeihan/will-the-national-debt-kill-the-us-economy-patreon-launch

Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other. This situation has intensified since Israel became a bit more sensitive to the Middle East’s normal methods of negotiations-via-explosions following the conflict in Gaza. Let's break this all down.

Full Newsletter: https://mailchi.mp/zeihan/defanging-hezbollah

The Sinaloa Cartel, once the dominant organized crime group in Mexico, is turning on itself. This is just another notch along the downward spiral of the Sinaloa Cartel since the arrest of El Chapo years back.

Full Newsletter: https://mailchi.mp/zeihan/the-civil-war-of-the-sinaloa-cartel

Ukraine has successfully attacked several major Russian ammunition depots, with explosions detectable hundreds of miles away. These strikes suggest Ukraine's war strategy is evolving...

Full Newsletter: https://mailchi.mp/zeihan/new-ukrainian-weapons-hit-russia-where-it-hurts

Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on:

Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits

If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition

The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia

The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like?

Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain).

Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors

Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems.

Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy

German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany.

Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again

Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late.

Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media

Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out.

Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i

Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery.

Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine

Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next?

Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends?

Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports

Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it.

Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat

If the green transition is ever going to work, it needs to happen everywhere. So, don't get your drawers in a bunch when you see green energy funds from the Inflation Reduction Act being invested in Red States.

Full Newsletter: https://mailchi.mp/zeihan/why-should-red-states-get-greentech-investments

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets.

Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana

*This video was recorded in May of 2024. If you've read my book "The End of the World Is Just the Beginning" then you're well aware of the US stepping away from the Global Order. But what does life look for other countries once that happens?

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-united-states-role-in-the-new-global-order

As a result of the power struggle between the two governments in Libya, roughly 70% oil production in the country has been shut down. This could significantly impact global oil supplies and is a glimpse at the instability within Libya.

Full Newsletter: https://mailchi.mp/zeihan/libyan-oil-gets-shut-down-over-government-duel

The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges, but only managed to start some fires (as of now). This lackluster attack isn't the scariest thing, but it does highlight the growing dangers of commercial shipping in the region.

Full Newsletter: https://mailchi.mp/zeihan/the-houthis-are-still-attacking-ships-in-the-red-sea

Sure, the Cubans and the Americans have some history, but who doesn't? If both sides can let that water pass under the bridge, what will Cuba's role in the North American system look like moving forward? *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/should-cuba-integrate-with-north-america

There are lots of moving parts in the Ukraine War right now, so let's do a little recap of everything that's going on. There are four big ones...

Full Newsletter: https://mailchi.mp/zeihan/a-new-war-in-ukraine

*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia seemingly enjoy having their fingers in the African pie, but what are they doing there? And should we be worried?

Full Newsletter: https://mailchi.mp/zeihan/what-are-china-and-russia-doing-in-africa

Ukraine has made a significant push into Russian territory, capturing roughly 1,000 square kilometers within the Kursk province. The Ukrainians also destroyed a handful of bridges that will hinder Russia's logistical support for Belgorod and complicate Russian reinforcement efforts.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-pushes-into-russia-yet-nukes-didnt-fly

We're going to group therapy today, and on the docket for discussion is what makes Americans so difficult to understand? Not in a weird accent kind of way, but in a "why are we the way that we are" kind of way. *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/lifes-greatest-mystery-understanding-americans

*This video was recorded during my backpacking trip through Yosemite in the end of July. The Baltic states - Estonia, Latvia and Lithuania - are taking one step closer to the Europeans with their upcoming electrical system swap. This switch from Russian to European electrical standards marks a significant shift for these nations.

Full Newsletter: https://mailchi.mp/zeihan/the-baltics-ditch-russia-for-european-integration

*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy and its fleet of carriers (and super-carriers) haven't had much of a challenge on the seas since WWII. But of all things, it might be some low-tech jet ski bombs that change the way the world's navies operate.

Full Newsletter: https://mailchi.mp/zeihan/could-jet-ski-bombs-change-the-way-navies-operate

*This video was recorded during my backpacking trip through Yosemite in the end of July. Unless you want to start buying your guacamole in dime bags, the US better start looking for some new avocado "dealers". Yes, we're talking about the cartels’ involvement in the avocado supply chains in Mexico.

Full Newsletter: https://mailchi.mp/zeihan/the-mexican-cartels-are-double-dipping-in-the-guacamole

*This video was recorded during my backpacking trip through Yosemite in the end of July. How would you feel if you had a beautiful view of the coastline, but could only ever get out by the beach once per week? Well, now that employers can mandate a six-day work week in Greece, many are faced with that exact problem.

Full Newsletter: https://mailchi.mp/zeihan/can-the-six-day-work-week-save-greece

Myanmar doesn't often catch my attention, but with the ongoing civil war, I figured it was time to throw it into the mix. After years of civil unrest, is there a clear path to stability?

Full Newsletter: https://mailchi.mp/zeihan/myanmars-bleak-future-civil-war-and-ethnic-strife

There's no shortage of news coming out of the Middle East, but today we're going to look at the rising tensions between Israel and Iran and Iranian proxy Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/tensions-rise-in-the-middle-east-but-dont-expect-war

The situation in Bangladesh has worsened, forcing the Prime Minister to flee the country. Let's recap what led us to this point and look at what the future might hold for Bangladesh and India.

Full Newsletter: https://mailchi.mp/zeihan/protests-cause-a-mass-exodus-of-bangladesh

It's time that we discuss the situation at the US - Mexico border. What's going on and how is it all going to shake out?

Full Newsletter: https://mailchi.mp/zeihan/us-border-crossings-is-mexico-the-solution

A forest fire near my home cut my backpacking trip short, but it did allow me to record some new videos. So, today we'll be looking at some recent developments in Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/can-ukraine-claim-the-skies-and-destroy-russian-air-defenses

*This video was recorded before Peter’s backpacking trip in mid-July. Lesson of the day: if the Chinese government starts censoring a topic, it's probably time to start looking into that. Today, we'll be examining China's economy heading into 'garbage time'.

Full Newsletter: https://mailchi.mp/zeihan/the-garbage-time-of-history-chinas-economic-decline

*This video was recorded in May of 2024. We've all stared at the stars thinking about the different ways the Ukraine War could end, but could a coup or revolution in Russia be the way it goes down? It sounds great, but there's quite a few obstacles in the way.

Full Newsletter: https://mailchi.mp/zeihan/could-a-russian-revolution-end-the-ukraine-war

*This video was recorded in June of 2024. We're talking about a different kind of war today - Trade Wars. Specifically, we'll be looking at attempts by the US and EU to limit Chinese involvement in their electric vehicle markets.

Full Newsletter: https://mailchi.mp/zeihan/chinas-tariff-wars-the-eu-opens-a-new-front

I'm back home from Yosemite on a brief intermission to my summer backpacking trips, and wanted to issue an update on the Mexican Cartels. Specifically, we're talking about the arrest of Sinaloa leader, El Mayo.

Full Newsletter: https://mailchi.mp/zeihan/a-crack-in-the-north-american-drug-war

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. As the baby boomers age into retirement and Gen Z fails to satisfy the gaping hole left in the labor market, will artificial intelligence be able to help mitigate some of the fallout?

Full Newsletter: https://mailchi.mp/zeihan/can-ai-replace-those-retiring-boomers

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. I've been asked to address the claim that China has surpassed the US as a nuclear power. On paper, China might have the upper hand, but that doesn't always translate to real life.

Full Newsletter: https://mailchi.mp/zeihan/is-chinese-nuclear-tech-better-than-the-us

*This video was recorded last week, prior to Peter departing on his backpacking trip. There are reports coming out of Ukraine indicating that there has been a sharp uptick in Russian artillery losses. This data isn't confirmed, but it could be a good sign for Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-targets-russias-most-important-weapon-artillery

*This video was recorded in May of 2024.

The potential of dragging the US into a major conflict is top of mind for a lot of Americans, but what would it actually take to get us there?

Full Newsletter: https://mailchi.mp/zeihan/is-the-us-looking-for-a-war

The conflict in Gaza has been raging on for nearly 300 days, and there is no end in sight. However, Israel is heavily reliant upon American tech and weapons and that relationship could be changing.

*This video was recorded last week, prior to Peter departing on his backpacking trip.

Full Newsletter: https://mailchi.mp/zeihan/the-gaza-conflict-and-shifting-politics-in-israel

Today, we'll be looking at the recent European Commission presidential election and its broader implications for the Europeans.

*This video was recorded last week, prior to Peter departing on his backpacking trip (and prior to Biden leaving the race).

Full Newsletter: https://mailchi.mp/zeihan/yes-we-have-to-follow-elections-in-europe-too

There have been significant protests in Bangladesh over a law reserving a significant portion of government jobs for supporters of the 1971 independence revolution and their descendants. The job quota has been suspended, but protests continue.

Full Newsletter: https://mailchi.mp/zeihan/major-protests-break-out-in-bangladesh

Everyone wants to know if the assassination attempt on Donald Trump is going to impact the outcome of the election. I hate to break it to you, but no one knows.

Full Newsletter: https://mailchi.mp/zeihan/stop-obsessing-over-the-polls-and-take-a-hike-instead

The Republican Party is undergoing some evolutions at the moment, moving away from many of its traditional stances. This is part of a broader cycle in which American political parties shift and realign every few decades.

Full Newsletter: https://mailchi.mp/zeihan/americas-changing-republican-party

Well, it looks like the Germans are going to be celebrating Christmas in July. That's due to the US and Germany's decision made at the NATO conference to redeploy American mid-range weaponry to Germany. And yes, this hasn't happened since the Cold War for…historic reasons.

Full Newsletter: https://mailchi.mp/zeihan/americas-cold-war-missiles-return-to-germany-thanks-to-russia

The EU was established to promote unity and peace, but times have changed and priorities have shifted. So, what does the future of the European Union look like and how does France fit into the mix?

Full Newsletter: https://mailchi.mp/zeihan/can-the-french-lead-the-eu-into-the-future

On Saturday, July 13, there was an attempted assassination of Donald Trump. I'm not here to give you the play-by-play that you can get from the news, instead I want to put this incident into context of the broader political and economic shifts.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-and-a-changing-world

After the first round of European Parliament elections, the French far-right (represented by the National Rally) had a great showing. President Macron wasn't too happy with that outcome, so he called snap elections to give his party a second shot at capturing a majority.

Full Newsletter: https://mailchi.mp/zeihan/why-should-europe-worry-about-the-french-elections

Next up on our list of important elections around the globe is the Iranian presidential elections. We'll be looking at Iran's new President-elect, Masoud Pezeshkian, and what his victory might mean for the country.

Full Newsletter: https://mailchi.mp/zeihan/irans-president-elect-sparks-change-but-how-much

In case you've been buried neck deep in US political news, there are some fairly important elections taking place across the globe. For the first country in our little global election coverage, we'll be looking at the United Kingdom.

Full Newsletter: https://mailchi.mp/zeihan/uk-elections-starting-over

I get a lot of "what if..." and "what happens next..." style questions and most of them suck, but today's question takes us down a fairly interesting rabbit hole - what happens to China if Chairman Xi Jinping dies or steps down?

Full Newsletter: https://mailchi.mp/zeihan/china-after-xi

While the Italians may have mastered the arts of pasta, wine and gelato, they should have been spending less time in the kitchen and more in...another room. That's right, we're looking at the demographic problems facing Italy, and Genoa will be our example.

Full Newsletter: https://mailchi.mp/zeihan/why-genoa-is-graying-italys-demographic-decline

For all the hungover Americans out there, I heard the best cure after a long day of drinking is to talk about inflation. Well, maybe it will just make your head hurt more, but you still have the weekend ahead of you to relax...

Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserve-and-its-inflation-target

If you watched the presidential debate last week, I'm sure you're really, really excited for the election this year! Since so many of you wanted me to talk about this fever dream we're living in, I figured we'd do it on Independence Day.

Full Newsletter: https://mailchi.mp/zeihan/the-senior-home-showdown-delusional-biden-vs-demented-trump

Despite most countries in the West wanting to rid themselves of any involvement with the Russians, the oil revenues continue to flow into Russian pockets. So why haven't Western countries dropped the hammer on Russian oil exports?

Full Newsletter: https://mailchi.mp/zeihan/why-the-west-cant-quit-russian-oil

The Israeli Supreme Court just ruled that the ultra-Orthodox community will no longer get exemption from military service. This addresses a number of long-standing issues, but it could spell trouble for Netanyahu's political career.

Full Newsletter: https://mailchi.mp/zeihan/no-more-military-exemption-for-israeli-ultra-orthodox

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

China has been the global manufacturing hub for decades, but what happens if that goes away? If and when China experiences a significant collapse, someone will have some big shoes to fill, but who can do it?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-manufacturing-where-and-why

Europe has been taking a beating lately, from economic issues to demographic problems, but there's a new one on the horizon. When the Ukraine War wraps up, what will the European energy situation look like?

Full Newsletter: https://mailchi.mp/zeihan/the-europeans-are-having-some-gas-problems

If there's anything Putin's good at, its pressing the West's buttons...and his latest trip to North Korea is no exception. However, by signing a new defense pact with Kim Jong Un, Putin might inadvertanly gain Ukraine a new supporter.

Full Newsletter: https://mailchi.mp/zeihan/backfire-putins-north-korean-joyride

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There are only a few days left in our MedShare donation matching drive for the month of June. $100,000 in donations will be matched this month to our chosen charity partner, MedShare International.

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Last week, I talked about how Ukraine has been targeting Russian air infrastructure to prepare for the arrival of their F-16s. Well, Ukraine launched a rocket attack on occupied Crimea and destroyed some air defenses and one of Russia's deep space satellite communication stations.

Full Newsletter: https://mailchi.mp/zeihan/russians-in-space

Micro-States like Monaco and San Marino aren't often included in major geopolitical discussions, but every so often they get called up to the big leagues. Next up to the plate: San Marino.

Full Newsletter: https://mailchi.mp/zeihan/exploring-the-geopolitics-of-micro-states

With Russian President Vladimir Putin heading to Vietnam, some American security experts are getting concerned about the future of the US-Vietnam relationship. To understand why the Vietnamese are working with Russia, we need to take a quick history lesson.

Full Newsletter: https://mailchi.mp/zeihan/mr-putin-goes-to-hanoi

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you ask a fifth grader what the key to being a good spy is, they would likely respond with some variation of being sneaky or concealing your identity. Well, on today's episode of "Are You Smarter than a 5th Grader", we're placing Russian Spies in the hot seat.

Full Newsletter: https://mailchi.mp/zeihan/russia-and-the-changing-nature-of-the-spy-game

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

If you don't want to start your day with beautiful beach views and economic forecasts, you may want to skip the video. Today we'll be discussing recent changes to the US economy and what future impacts might look like.

Full Newsletter: https://mailchi.mp/zeihan/strong-american-growth-and-something-to-worry-about

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Ukraine is gearing up for one of its most important offensives to date, but what makes this one so different from the rest?

Full Newsletter: https://mailchi.mp/zeihan/ukraine-f-16s-offensives-and-abject-humiliation

For years I’ve warned that a war between Russia and Ukraine was inevitable, but why didn't Putin just play the nuke card? As an add-on, we'll also be touching on some new Russian alliances that could rub the US the wrong way.

Full Newsletter: https://mailchi.mp/zeihan/why-did-russia-choose-invasion-over-nukes

The recent European elections yielded some significant gains for hard-right parties in a number of countries. Today, we'll be focusing on Germany, Italy, and France, and whether these shifts are game-changers or more political minutia.

Full Newsletter: https://mailchi.mp/zeihan/major-european-powers-lean-right-in-recent-elections

After years of mismanagement and corruption, Venezuela may have finally reached its tipping point.

Full Newsletter: https://mailchi.mp/zeihan/the-impending-collapse-of-venezuela

During my European travels, I've received a handful of questions regarding the lack of support for Ukraine coming from Austria, Slovakia, and Hungary. So, let's address why these countries are holding out amid the Russian invasion.

Full Newsletter: https://mailchi.mp/zeihan/austria-slovakia-and-hungary-ignore-ukraine

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We've got a few more elections to talk about today, and who knows, maybe the US might even learn something from South Africa and India.

Full Newsletter: https://mailchi.mp/zeihan/elections-in-south-africa-and-india

I know there's plenty of issues with the American political system, but let's take a break from all that and talk about European politics for the day. Given the ongoing European Parliament elections, let’s look at the far-right’s footholds in Europe.

Full Newsletter: https://mailchi.mp/zeihan/the-rise-of-the-european-far-right

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

I’m pleased to announce our donation matching drive for the month of June. We will be matching up to $50,000 in donations this month to our chosen charity partner, MedShare International.

Full Newsletter: https://mailchi.mp/zeihan/announcing-our-june-medshare-donation-match

The most recent Mexican elections have resulted in the victory of Mexico's first female -and- Jewish leader, Claudia Sheinbaum. She will be succeeding current populist President AMLO, but how much change will this actually bring?

Full Newsletter: https://mailchi.mp/zeihan/is-mexicos-new-president-just-a-puppet-for-amlo

It’s time for an update on the situation in the Red Sea and what the Houthis have been up to as of late. Spoiler alert: most of the ships are taking the longer route around Africa, but there's a handful still navigating this region.

Full Newsletter: https://mailchi.mp/zeihan/danger-in-the-red-sea-who-shall-the-houthis-let-pass

There’s no shortage of things to worry about in this world, but there’s a few things that live rent free in my mind. On June 5th at 12:00 pm EST, I’ll be opening up Pandora’s Box and sharing my biggest fears in regards to the American economic system.

Register for the Webinar Here: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

From the beginning of the Ukraine War, the Western nations have placed restrictions on how their weapons donations to Ukraine can be used. Specifically, Western nations have been concerned that if Ukraine targets Russian forces within Russia, escalation may be unavoidable. But recent events have forced a change of calculus in the West.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-opens-up-on-belgorod

Well, we've all heard the news at this point. Trump is a FELON, after being convicted on 34 counts of financial fraud related to hiding his affair. So, can Trump spin this "publicity" in a positive light or will it bite him in the ass come November?

Full Newsletter: https://mailchi.mp/zeihan/can-former-president-trump-make-felonies-great-again

The Western world is beginning to entertain the conversation over the use of Western weapons targeting Russian systems within Russia. There are a handful of countries that have issued their support, but will it be enough?

Full Newsletter: https://mailchi.mp/zeihan/will-the-west-greenlight-strikes-inside-russia

Register for the Risk List Webinar: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

We're looking at the Ukraine War and the increase of drone assaults on Russia. Specifically, we'll be looking at the attacks on container radars used for aircraft and ballistic missile detection.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-attacks-on-russian-container-radars

If you're planning a coast-to-coast road trip through the US, you might want to wait until the Biden administration can liquidate the northeast gasoline reserves, here's why...

Full Newsletter: https://mailchi.mp/zeihan/the-biden-admin-liquidates-northeast-gas-reserves

I've avoided talking about the Israel and Gaza conflict as much a possible (given that there's no favorable outcomes for anyone involved), but some recent changes have forced my hand.

Full Newsletter: https://mailchi.mp/zeihan/the-much-extended-agony-of-israel-and-gaza

It's no surprise that the French like to be "involved" in as many places as possible, but what's going on with the current rebellion in the French protectorate of New Caledonia?

Full Newsletter: https://mailchi.mp/zeihan/france-and-azerbaijan-fighting-over-new-caledonia

Today we'll be looking at why the French are considering sending military aid to Armenia...and no, its not because they're looking to swap croissant and nazook recipes.

Full Newsletter: https://mailchi.mp/zeihan/why-are-the-french-getting-involved-with-armenia

We've got some more interview style questions for you today! We'll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab.

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-future-of-chinese-expansion-and-energy

Other than a slight bump in sales during the holidays (shoutout to all the naughty kids), coal has been on the decline for quite a while now. With more environmentally friendly alternatives surging into the spotlight, how does coal fit into the energy framework?

Full Newsletter: https://mailchi.mp/zeihan/why-the-us-is-ditching-coal-as-an-energy-source

I've started hearing rumblings about the American power grid and vulnerability to cyber attacks. Sure there's been hiccups throughout the years, but this one isn't keeping me up at night.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-the-us-power-grid

Iranian State media has confirmed the death of Iranian President Ebrahim Raisi May 19th, following the crash of his helicopter over Iranian Azerbaijan.

Full Newsletter: https://mailchi.mp/zeihan/iranian-president-ebrahim-raisi-is-dead

Everyone is talking about Iran's potential development of an active nuclear weapon. Before anyone gets too frightened at the prospect of this announcement, let me give you some food for thought.

Full Newsletter: https://mailchi.mp/zeihan/does-iran-actually-have-a-nuclear-weapon

On Wednesday May 15, there was an assassination attempt on Slovakia's Prime Minister, Robert Fico. At the time of recording, the PM was still in critical condition and there's no clear political group or foreign entity claiming responsibility.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-on-slovakias-prime-minister

We've got another question for our Ask Peter series today: What are the long-term impacts to Western interests of the recent political upheaval in West Africa/the Sahel, especially given the break in security partnerships with the United States and Paris?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-politics-and-peace-in-west-africa

Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and more. This is an attempt to prevent China from dominating industries that the US wants to develop.

Full Newsletter: https://mailchi.mp/zeihan/the-us-places-huge-tariffs-on-chinese-imports

Well, I hate to say it, but Putin might actually be making a solid strategic move by removing Defense Minister Sergei Shoigu from office.

Full Newsletter: https://mailchi.mp/zeihan/putin-removes-defense-minister

We've got some new players in the global weapons trade, and let's just say that I prefer the old gun runners.

Full Newsletter: https://mailchi.mp/zeihan/adventures-in-gun-running-iran

Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go.

Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer