Episodes

  • The Real Winners After a Chinese Collapse || Peter Zeihan

    The Real Winners After a Chinese Collapse || Peter Zeihan
    Feb 9 2026

    First order of business: No, this isn't financial advice. Second order of business: taking a loan out in Yuan to profit from a Chinese collapse is a very bad idea.

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    Full Newsletter: https://bit.ly/49WMsQ4
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    4 mins
  • India: Overhyped or Global Player || Peter Zeihan

    India: Overhyped or Global Player || Peter Zeihan
    Feb 6 2026

    Is India overhyped or genuinely important moving forward? Well, you could make a case for both.

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    Full Newsletter: https://bit.ly/4a3K4Y1
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    7 mins
  • Electronic Warfare Innovations and Exports || Peter Zeihan

    Electronic Warfare Innovations and Exports || Peter Zeihan
    Feb 5 2026

    Let's talk about the current state of electronic warfare in the Ukraine War and how Iran is fitting into all this.

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    Full Newsletter: https://bit.ly/3Z7bTIt
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    5 mins
  • What's Wrong with the EU-India Trade Deal?

    What's Wrong with the EU-India Trade Deal?
    Feb 4 2026

    The EU and India have struck a trade deal, but it’s not the breakthrough it's being made out to be. Just because you sign a trade deal doesn't mean that integration magically appears.

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    Full Newsletter: https://bit.ly/45FjmCm
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    5 mins
  • Purging China's Central Military Commission || Peter Zeihan

    Purging China's Central Military Commission || Peter Zeihan
    Feb 3 2026

    Xi Jinping has removed yet another senior official from China's Central Military Commission (CMC). After 14 years of eliminating officials, prioritizing loyalty over competence, China's institutions are hollow.

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    2 mins
  • The End of the Shadow Fleet? – French Edition

    The End of the Shadow Fleet? – French Edition
    Feb 2 2026

    France has seized a shadow fleet tanker suspected of carrying sanctioned oil under a false flag and has taken it to Marseille. Should this ship be formally impounded, the entirety of the shadow fleet would fall.

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    3 mins
  • U.S. Trade Talks with the UK || Peter Zeihan

    U.S. Trade Talks with the UK || Peter Zeihan
    Jan 30 2026

    We haven't seen any real negotiations over the past year because the Trade Representative's office wasn't staffed. All that's been discussed are tariff levels, not full agreements, and nothing has been ratified. However, the Mother Country is the main exception to this lack of trade talks.

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    Full Newsletter: https://bit.ly/46ewiz4
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    4 mins
  • France Hits the Demographic Point of No Return || Peter Zeihan

    France Hits the Demographic Point of No Return || Peter Zeihan
    Jan 29 2026

    The Americans and Kiwis are the last of the developed countries still holding onto growing populations. France is the most recent victim to have fallen into demographic decline, so let's see what the future has in store.

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    Full Newsletter: https://bit.ly/4kazl19
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    4 mins