Peter Zeihan

War is getting cheaper, supply lines are in danger, and the old order is cracking. Peter Zeihan explains why it's breaking and what North America can do. Full show notes and resources can be found here: jordanharbinger.com/1370 What We Discuss with Peter Zeihan: War just got cheaper, not less lethal. A drone costing double-digit dollars can now pick its own target, fly hundreds of miles, and destroy gear guarded by $4 million interceptors. Ukraine fires hundreds a day, and the edge that made piloted systems king is shrinking by the week.America blew through half its Patriot interceptors in the Iran war and can build only about 70 a year — refilling the stockpile is a 15-year math problem. The result: a broad drawdown of US power across the Eastern Hemisphere, because we can no longer afford to defend it.The real crisis isn't losing cheap gadgets — it's losing the building blocks. Roughly 80% of the world's steel, copper, lithium, and cobalt is processed in China. Break that system before a replacement exists, and we lose the materials that make the things that make everything else.AI isn't floating safely above the mess. Its best chips lean on about 9,000 companies and 100,000 production steps, so one broken link stalls the whole thing. Stack that on China's demographic freefall — a white-collar generation apparently never born — and 'fragile' undersells it.The way through: deepen North American integration — lock in NAFTA with Mexico and Canada and rebuild industrial capacity at home. Mexico's plants are largely built and Turkey is rising fast. The path exists; it just takes the discipline to stop dismantling the fix first.And much more...And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: Ground News: 40% off unlimited access Vantage subscription: groundnews.com/jordanBetterHelp: 10% off first month: betterhelp.com/jordanCash App: Get $10: Download app, use code Bitcoin10, and send $5 to a friend in the first two weeksK12: Learn more at k12.com/jordanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Globalization Will Be DEAD in 3 Years. Peter Zeihan. DEI: Death, Erasure, & Insanity. J.J. Carrell. Globalization Will Be DEAD in 3 Years. Peter Zeihan DEI: Death, Erasure, & Insanity. J.J. Carrell.   Globalization Will Be DEAD in 3 Years. Peter Zeihan Peter Zeihan predicts that the global trading system we've relied on for decades is coming to an end. He discusses why China faces unprecedented challenges, why supply chains are dangerously fragile, and why Australia may actually emerge stronger. https://youtu.be/4aOnMVrhTO0?si=CBykfGob9dPl_Ga1 John Anderson Media 808K subscribers 316,472 views Jul 27, 2026 Sign up to John's newsletter here: https://johnanderson.net.au/contact/ -------------------------------------------------------------------------------------------------------------- Conversations feature John Anderson, former Deputy Prime Minister of Australia, interviewing the world's foremost thought leaders about today's pressing social, cultural and political issues. 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If you value this discussion and want to see more like it, make sure you subscribe to the channel here:    / @johnandersonmedia   And stay right up to date with all the conversations by subscribing to the newsletter here: https://johnanderson.net.au/contact/ Follow John on X:   / johnandersonac   Follow John on Facebook:   / johnandersonac   Follow John on Instagram:   / johnandersonac   Subscribe to John's Substack: https://www.ourcivilisationalmoment.com/ Support the channel: https://johnanderson.net.au/support/ Website: https://johnanderson.net.au/ Podcast: https://open.spotify.com/show/6Qh2fEs... -------------------------------------------------------------------------------------------------------------- Subscribe to Peter's YouTube:    / @zeihanongeopolitics   Follow Peter on X: www.twitter.com/PeterZeihan Follow Peter on LinkedIn: linkedin.com/in/peterzeihan Follow Peter on Instagram: instagram.com/zeihanongeopolitics   DEI: Death, Erasure, & Insanity. J.J. Carrell. Diversity, Equity, and Inclusion was marketed as fairness and progress, but in reality it stands for Death, Erasure, and Insanity. It has brought lowered standards and real harm in aviation, medicine, and policing; erased merit and competence in favor of identity quotas; and unleashed ideological madness that punishes excellence while dividing society. What started as virtue signaling has become a destructive force undermining institutions and truth itself. https://youtu.be/N3XekwAl0nQ?si=YhW2Nf-XA0OXMP0U J.J. Carrell 10.9K subscribers 861 views Aug 3, 2026 --------------------------------------------------------------------  Check out our ACU Patreon page: https://www.patreon.com/ACUPodcast   HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Our Leftist enemies love to hammer us with poor ratings.  Don’t let the Leftist win. Do it now! Thanks. Also Rate us on any platform you follow us on. It helps a lot. Forward this show to friends. 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Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next? The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit. -- Timestamps: (00:00) - Welcome and Setup (02:05) - Reunion at the Table (03:11) - Episode Premise and Format (04:22) - Zeihan on Deglobalization (06:42) - Energy Shock Fallout (08:52) - Demographics and Demand Crash (11:03) - Deflation vs Inflation Debate (16:25) - Drone Warfare Dark Turn (18:21) - Semiconductors Reality Check (27:27) - Marco Goes Nuclear (30:10) - Russia Collapse Scenarios (33:18) - Nukes Spread and Ukraine Endgame (35:31) - Supply Chain Shockwaves (36:34) - Putin Hell Bar Joke (37:18) - Europe Expansion Debate (39:26) - EU Becomes Military Union (40:37) - Post Putin Chaos Risks (43:08) - Russian Elite Succession (44:27) - Civil War Nuclear Fear (47:34) - China Fills The Vacuum (52:26) - Taiwan Timeline Scenario (53:59) - Drones Nukes And Invasion (56:43) - Deterrence And Flashpoints (01:03:34) - China Demographics Clash (01:05:15) - Depopulation Not Disaster (01:06:14) - Black Plague Lessons (01:07:11) - Automation Versus Depopulation (01:07:22) - Japan China Depopulation Debate (01:09:31) - End of Nation State (01:11:18) - Shocks and State Capacity (01:12:04) - Broken World of More (01:13:07) - Knowledge Networks Collapse (01:14:31) - Affluence Feudalism Demand (01:16:51) - Brittle AI Chip Supply (01:21:39) - Ingenuity Gap Reversal (01:23:34) - Rapid Fire Predictions (01:35:47) - State Versus Tech Showdown (01:40:24) - Wrap and Break -- Referenced in the Show: https://zeihan.com/ -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world. --

In this week's Stansberry Investor Hour, Dan welcomes Peter Zeihan to the show. Peter specializes in geopolitics and brings a critical perspective on how foreign affairs impact the U.S. market.   Peter kicks things off by discussing why the market hasn't reacted or improved in response to the peace talks surrounding the Strait of Hormuz. He says the reason is threefold. First, the White House acted with very little planning, only using Israeli intel and data. What was supposed to last no more than 96 hours was drawn out into a monthslong conflict. Second, Peter says that President Donald Trump fired numerous ambassadors and policy experts with the intention of not refilling those seats. This has made negotiating more difficult. And third, turning the oilfields back on will take months at best. Peter then says that due to comments made by the Trump administration, Europeans have a growing mistrust of America and are seeing it as a potential enemy. (0:00)   Next, Peter delves into Ukraine and its usage of drones in the war. Drones have and are continuing to become so advanced that Peter considers them part of what he calls the "second revolution of military technology." They're now capable of making decisions on what to target once they arrive at a destination area and cannot be jammed once they've made a decision. And the first-generation ground drones in development could be a game changer for Ukraine. Following this, Peter gives an update on a video he made titled "Don't Be Fooled. China Is Collapsing." He says the Chinese population numbers are not as high as stated, partially due to millions of citizens in the census having possibly been fabricated. Unlike the U.S. and other Western countries, China only has several "touchpoints" that determine that a citizen exists, and these have had falsified numbers in the past. While the official numbers might provide a false sense of security, the population decline will have a massive impact on the country. (17:20)   Finally, Peter shares his thoughts on a major transition period. He says that this will be a time of short-term pain, but in the long run, the countries that could weather the storm and emerge first would be the big winners in the new era. The United States was one potential winner, but with hostile work environments with other countries (in addition to globalization universally deteriorating) and an aging power grid, it's facing strong headwinds. Peter says the country will need to double its efforts in manufacturing at home if it wants to have a chance of surviving without other countries, especially if trade slows down or is even severed. (35:16)

Peter Zeihan joins Jay to break down the escalating conflict in the Middle East with major implications for Iran’s nuclear trajectory, global energy markets, and the future of American power. The discussion explores the rise of drone warfare as a transformative force, the fragility of Gulf economies, and why disruptions in the Strait of Hormuz could trigger a cascading energy and economic crisis across Europe and Asia. Check out Peter's work: https://x.com/PeterZeihan https://linktr.ee/zeihanongeopolitics Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Intro 00:40 – What Is U.S. Strategy in the Middle East? 01:07 – Decision-Making Inside the Trump Administration 03:06 – The Breakdown of Policy Consistency 05:18 – Who Really Drives War Decisions? 07:38 – Iran’s Nuclear Strategy Explained 10:28 – Why Strikes Didn’t Stop Iran’s Program 12:06 – Iran’s Power Structure & the IRGC 16:17 – How Iran Profits From the Conflict 20:24 – The Drone Warfare Revolution 24:17 – Why the U.S. Is Falling Behind in Drone Defense 25:24 – Trump’s Potential Withdrawal & Strategic Risks 26:31 – Is This America’s “Suez Moment”? 28:38 – The Collapse of U.S. Global Influence 32:15 – Political Constraints and Power in Washington 34:33 – Globalization Is Breaking—But in the Worst Way 36:56 – Why Gulf Economies Are Unsustainable in War 41:54 – The Coming Global Energy Shock 47:14 – Why China Faces a Critical Energy Crisis 49:35 – Can Any Country Actually Intervene? 51:19 – Are We at a Systemic Breaking Point? 52:04 – Why Oil Supply Won’t Recover for Years 56:04 – Financial Fallout and Global Capital Flows 58:17 – The Future of the U.S. Dollar and Global Power Copyright © 2025 Cambridge House International Inc. All rights reserved.

Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We’re also now live on Substack. Subscribe at profgmedia.com to get ad-free versions of all our podcasts, the full archive of Scott’s newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome back to Impact Theory with Tom Bilyeu! In this electrifying continuation of his conversation with geopolitical strategist Peter Zeihan, Tom dives into the forces shaping the next era of global power. From the much-debated Thucydides' Trap and the real state of China’s future to America’s political and demographic crossroads, this episode is a masterclass in understanding the seismic shifts rocking our world. Peter Zeihan makes a compelling case for why China’s rise might not be the threat many fear, citing geopolitical bottlenecks, demographic crises, and internal political strife. The conversation then takes a sharp, honest look at America’s own challenges—from aging demographics and political party chaos to the hard realities of reindustrialization and immigration reform. Along the way, Tom Bilyeu and Peter Zeihan examine the impact of social media on truth, the lessons (and perils) of historical mass migrations, and whether technology can rescue countries facing population decline. Get ready to have your assumptions challenged and your worldview expanded with practical insights on what’s really at stake for the future of nations. Whether you’re interested in economics, politics, or the fate of entire civilizations, you won’t want to miss this wide-ranging, thought-provoking discussion! Website: https://zeihan.comFree Newsletter: https://zeihan.com/newsletterTwitter: https://twitter.com/PeterZeihanYouTube: https://www.youtube.com/@ZeihanOnGeopolitics What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Quince: Free shipping and 365-day returns at https://quince.com/impactpod Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Blocktrust IRA: Get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impact Thucydides' Trap, China collapse, U.S. global power, demographic decline, Xi Jinping purges, Chinese military, First Island Chain, U.S. Navy, Japanese alliances, one-child policy, population overcount, industrialization, Han Chinese, civilizational collapse, warlords, agricultural dependence, U.S.-China relations, globalization, reindustrialization, NAFTA, industrial policy, political chaos, American demographics, immigration reform, labor shortages, party realignment, social media impact, media regulation, assimilation, European immigration. Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On today's episode, Andy speaks with geopolitical analyst Peter Zeihan about current global developments. Their discussion covers civil unrest in Iran, U.S.–China relations and Taiwan, Germany’s military support for Ukraine, and the situation in Venezuela. They also address global oil transport, U.S.–Latin America relations, and strategic considerations involving Greenland. Change Agents is an IRONCLAD ORIGINAL Chapters: (00:00) Intro to Peter Zeihan (01:09) The Iranian Protest Response (08:15) Strikes on Iran (14:11) If China Invades Taiwan (17:52) Germany's role in the Ukraine War (26:19) The Future of Peace Talks in Ukraine (35:24) The Aftermath of the Venezuelan Op (48:24) Can These Global Changes Be Undone? (52:22) Will the US try to take Greenland? Sponsors: Firecracker Farm Use code IRONCLAD to get 15% off your first order at https://firecracker.farm/ GHOSTBED: Go to GhostBed.com/CHANGEAGENTS and use code CHANGEAGENTS for an extra 15% off sitewide. Norwood Sawmills: Learn more about Norwood Sawmills and how you can start milling your own lumber at norwoodsawmills.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Harris speaks with Peter Zeihan about Trump's second term and its economic and geopolitical consequences. They discuss Zeihan's failed 2024 election prediction, the unprecedented unraveling of American power, Trump's tariff policies, the AI bubble, deglobalization and supply chain vulnerabilities, China's demographic and economic collapse, the degradation of military readiness, Trump's incompetent foreign policy team, Steven Witkoff's role as a Russian propaganda conduit, Melania Trump's unexpected effectiveness as Ukraine's unofficial ambassador, the 28-point peace plan and its $100 billion bribe, the repatriation of kidnapped Ukrainian children, and other topics. If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe .

Peter Zeihan is a geopolitical analyst, speaker and author. What does the next decade really hold? Beneath every forecast about the future, one thing quietly determines everything else: energy. From globalization to warfare to artificial intelligence, how will the world be reshaped in the years ahead? Sponsors: See discounts for all the products I use and recommend: https://chriswillx.com/deals Get up to $50 off the RP Hypertrophy App at https://rpstrength.com/modernwisdom Get 35% off your first subscription on the best supplements from Momentous at https://livemomentous.com/modernwisdom Get 15% off any Saily data plan at https://saily.com/modernwisdom Extra Stuff: Get my free reading list of 100 books to read before you die: https://chriswillx.com/books Try my productivity energy drink Neutonic: https://neutonic.com/modernwisdom Episodes You Might Enjoy: #577 - David Goggins - This Is How To Master Your Life: https://tinyurl.com/43hv6y59 #712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: https://tinyurl.com/2rtz7avf #700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: https://tinyurl.com/3ccn5vkp - Get In Touch: Instagram: https://www.instagram.com/chriswillx Twitter: https://www.twitter.com/chriswillx YouTube: https://www.youtube.com/modernwisdompodcast Email: https://chriswillx.com/contact - Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the show, Jay sits down with geopolitical analyst Peter Zeihan for a sweeping conversation about the collapse of the global order. Zeihan explains why China is nearing its end, how demographics are set up to decimate economies around the world, and why the U.S. may soon abandon its role as world policeman and what that would mean for the world. Follow Peter: https://x.com/PeterZeihan https://linktr.ee/zeihanongeopolitics @ZeihanonGeopolitics Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 — The Rare Earths Headline: Hype or Real Threat? 01:44 — How Did China Corner the Rare Earths Market? 06:44 — “China will be gone in ten years” 11:17 — Can Automation and Robotics Fix China’s Labor Collapse? 15:07 — Why Will India and Indonesia Age Faster Than the U.S.? 18:42 — Can Culture or Religion Prevent Fertility Decline? 22:42 — What Is the Actual Purpose of the SCO and BRICS? 25:01 — Did Belt & Road Actually Backfire on China? 30:54 — Is China Smelling Blood in the Water as U.S. Influence Wanes? 31:57 — Saudi Arabia + Pakistan: A New Nuclear Umbrella? 38:04 — Why America Is Ending Globalization (and Security Guarantees) 46:02 — What Happens When the U.S. Stops Policing the World? 51:57 — Which Countries Can Survive Deglobalization? 55:22 — Japan’s Strategy: Alternative Alliances and Naval Power 56:55 — Have We Already Passed the Point of No Return? Copyright © 2025 Cambridge House International Inc. All rights reserved.

Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics . Algebra of Happiness: good friends, hard truths. Help us plan for the future of The Prof G Pod by filling out a brief survey: voxmedia.com/survey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Zeihan is a geopolitical strategist, speaker, and author. His latest book is "The End of the World is Just the Beginning: Mapping the Collapse of Globalization." www.zeihan.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today’s guest is an expert on geopolitics with unique insights into global conflicts.   Peter Zeihan is a geopolitical strategist and a renowned author, speaker, and consultant. His work includes analysis on global politics, demographics, and geography to better understand economic, cultural, political and military developments to predict future trends. His firm Zeihan on Geopolitics provides custom analytical products to a vast array of clients including energy companies, financial institutions, agricultural interests, and the U.S. military.   Zeihan is the author of three critically acclaimed books, The Accidental Superpower, The Absent Superpower, and Disunited Nations. His fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization, will be published in June. Find out more at Zeihan.com. You can also follow him on Twitter @PeterZeihan.   Sponsors:  Navy Federal Credit Union: Today’s episode is presented by Navy Federal Credit Union. Learn more about them at http://navyfederal.org/ Black Rifle Coffee Company: Today’s episode is also brought to you by Black Rifle. Purchase at http://www.blackriflecoffee.com/dangerclose and use code: dangerclose20 at checkout for 20% off your purchase and your first coffee club order! SIG: This episode is sponsored by SIG Sauer. You can learn more about SIG here: http://bit.ly/SIG-JackCarr Featured Gear: Ten Thousand: Today's featured gear segment is brought to you by Ten Thousand. Ten Thousand is offering our listeners 15% off their purchase! Go to https://tenthousand.cc/dangerclose15 and to receive 15% off.  Half Face Blades  Winkler RnD