Episodes
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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
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/what-trump-should-take-on-instead
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Missing episodes?
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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
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-trade
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-chinaor-not
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Israeli successes across the Levant have transformed the broader Middle East, wrecking the countries and militant groups that have long scourged the region.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-the-middle-east
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Second-time freshman President Donald J Trump is taking the axe to the federal workforce. Or at least he is attempting to.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/trump-takes-on-washington
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/generational-divides-of-other-countries
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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...
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/can-tariffs-replace-income-taxes
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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
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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
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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?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/the-real-secret-to-saving-birthrates
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/syria-opens-doors-for-turkey
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Georgia Power (owned by Southern Company) updated its IRP and is sending environmental activists into a tizzy.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/coal-remains-essential-for-us-electricity
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/global-economic-growth-patterns
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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?
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/dealing-with-chinese-drones
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Join the Patreon here: https://www.patreon.com/PeterZeihan
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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Join the Patreon here: https://www.patreon.com/PeterZeihan
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
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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.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/whats-the-us-housing-market-doing
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