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Does the Trump Administration Know What's Going On? || Peter Zeihan
Episode 1003
On the whole, most presidential administrations have limited awareness of things like demographics, trade, geopolitics, and industrial policy. Natura…
1 month, 3 weeks ago
Back to the Glory Days of the Spice Trade || Peter Zeihan
Episode 1002
Global trade was once fragmented into many regional economies. Goods like spices traveled overland through countless intermediaries before reaching t…
1 month, 3 weeks ago
Project Vault Doesn't Solve the Mineral Problem || Peter Zeihan
Episode 1001
Project Vault, the Trump administration's initiative to stockpile critical minerals, is just a small step in the right direction. Sure, buying minera…
1 month, 3 weeks ago
Why a Russian-Chinese Pipeline Won't Happen || Peter Zeihan
Episode 1000
If China and Russia are so buddy-buddy now, why don't they build pipelines across Siberia to bypass the Persian Gulf? There are more issues than I ca…
1 month, 3 weeks ago
Ukraine Is Shooting Fish in a Barrel || Peter Zeihan
Episode 999
Ukraine has created a system to determine which ships belong to the shadow fleet and which belong to one of the major companies. By sourcing ship ide…
1 month, 4 weeks ago
The End of U.S. Strategic Petroleum Reserve || Peter Zeihan
Episode 998
The U.S. Strategic Petroleum Reserve (SPR) was created in the 70s as a safeguard against major disruptions in oil imports. Well, those 700 million ba…
1 month, 4 weeks ago
Global Shipping Comes Under Attack || Peter Zeihan
Episode 997
While oil is still moving through the Strait of Hormuz, flows remain a fraction of pre-war levels.
Join the Patreon here: https://www.patreon.com/Pe…
2 months ago
China’s Real Estate System Is Failing || Peter Zeihan
Episode 996
You know what happens when you do exactly what the Chinese government tells you to do? You get sentenced to life in prison. That just happened to Eve…
2 months ago
Russia Is Struggling to Defend Its Own Capital || Peter Zeihan
Episode 995
A leaked Moscow memo stated that Russian air defenses are being concentrated around the Kremlin. This leaves the broader Moscow region, including ref…
2 months ago
Trade War Revival: Trump, Canada, and Tariffs || Peter Zeihan
Episode 994
Crippling one of the world's most deeply integrated manufacturing systems probably isn't a great idea, but here we are again.
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2 months ago