Afleveringen
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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
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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.
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Full Newsletter: https://mailchi.mp/zeihan/the-failure-of-chinese-real-estate
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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
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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
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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!
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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
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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
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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
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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
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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
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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
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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
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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
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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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Full Newsletter: https://mailchi.mp/zeihan/trump-20-china
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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
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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
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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
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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
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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
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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
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