And here we are… at the end of the world. With Peter Zeihan Author & Geopolitical Strategist
Peter discusses the significant geopolitical shifts and economic transformations currently taking place in the United States and globally. He highlights the changes in military affairs, the impact of demographic shifts, and the challenges facing green energy transitions. Peter also discusses the implications of tariffs, the future of trade relationships, and the role of China in the global economy.
0:00 – Welcome & Speaker Intro
1:20 – Ukraine
2:36 – Economic Transformation
4:17 – Political Matrix
8:13 – The Cold War
9:02 – George H.W. Bush
10:00 – Demographics
13:16 – The US
17:42 – Green Power
19:58 – Fossil Fuels
21:23 – Countries of the Future
25:03 – Demographic Question (China)
30:30 – Private Credit Curve
32:15 – Chinese Imports
33:48 – Demographic Profiles
36:46 – Manufacturing Recession
37:30 – Agriculture Tariffs
39:00 – Vehicle Sales
41:42 – Manufacturing Capacity
42:58 – Agriculture, Bird Flu
47:25 – Herbert Hoover
51:00 – Questions, China
54:00 – Ukraine and Russia war
57:15 – Capital Markets, Europe, Asia, U.S. Deficit, Debt
1:02:05 – AI & Semiconductor Supply Chain
1:04:07 – U.S. Allies and Absence of Strategy
1:05:57 – Middle East: Syria, Gaza, Israel
1:10:04 – Russia’s Military Capacity vs. Ukraine & Europe
1:12:40 – U.S. Electrical Grid
1:15:15 – Industrial Construction Material Bottlenecks
1:16:10 – China’s Belt and Road Failures, Taiwan, TSMC, AI
1:21:07 – Decline in Reliable Information & Media
1:23:52 – U.S. Immigration Policy
1:27:00 – Final Question: What Worries Him Most (Harvard & Tech Talent)
