Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s ...
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The Syrian Consequence: Iran Goes "Defensive” || Peter Zeihan
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Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad regime means Syria's role as buffer and distraction has ended. So, what's next for Iran? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan…
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The Syrian Consequence: Israel's Opportunity || Peter Zeihan
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The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-israels-opportunity
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The Syrian Consequence: Russia's Withdrawal || Peter Zeihan
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Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the history of Syria and the consequences that all this will have, specifically what this means for Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailch…
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Toppling Assad: Hayat Tahrir al-Sham’s Fragile Grip on a Divided Syria
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The Syrian rebel group Hayat Tahrir al-Sham has succeeded in toppling the Assad regime. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/toppling-assad-and-a-divided-syria
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Can Mar-a-Lago Solve the Leadership Vacuum in Europe || Peter Zeihan
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The Europeans are having a bit of a leadership crisis at the moment, and it's coming at an inopportune time... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-mar-a-lago-solve-the-leadership-vacuum-in-europe
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The German Failure & Volkswagen || Peter Zeihan
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The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with Volkswagen being our guinea pig). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-german-failure-volkswagen…
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Korean Martial Law Starts (and Ends) || Peter Zeihan
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South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last long...the parliament summarily overturned that decision – unanimously no less. So where does that leave the Koreans? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: ht…
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Why the Russians Need Georgia and the Caucasus || Peter Zeihan
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Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that Tbilisi would be ending its bid to join the EU. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/why-the-russians-need-georgia-and-the-caucasu…
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Syria Breakdown: What Led Them to This? || Peter Zeihan
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This is a compilation of videos outlining what led Syria to Civil War... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/syria-breakdown-what-led-them-to-this
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TSMC's Semiconductor Production in the USA || Peter Zeihan
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I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/tsmcs-sem…
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Why I'm Worried About Fentanyl in the US || Peter Zeihan
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When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/why-im-worried-about-fentanyl-in-the-us…
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Trump Tariffs Part 2 - Canada and Mexico || Peter Zeihan
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Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico…
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Trump Tariffs Part 1 - China || Peter Zeihan
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The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-1-china…
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The US oil industry has seen a massive boost thanks to the shale revolution, but can the Europeans replicate the success the US has seen? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/no-shale-for-europe
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When the Missile Is the Message || Peter Zeihan
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Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/when-the-missile-is-the-message…
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¡Viva Chihuahua! - The Future of Mexico || Peter Zeihan
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I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/viva-chihuahua…
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Things I (Don't) Worry About - Chinese Investment in Mexico || Peter Zeihan
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If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico…
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British Agriculture Is About To Suck Even More || Peter Zeihan
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Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/british-agriculture-is…
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Ukraine Can Now Strike Russia Direct || Peter Zeihan
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The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct…
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Trump's Cabinet Picks: Loyalty Over Experience || Peter Zeihan
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Donald Trump's cabinet appointees are rolling in and let's just say they're not the A-team, but what did we expect? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trumps-cabinet-picks-loyalty-over-experience
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A Glimpse Into Peter Zeihan's Daily News Digest
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This is a sample of the news digest that Peter Zeihan starts his day with: https://mailchi.mp/zeihan/a-glimpse-into-our-daily-news-digest If you want to get the news digest sent to your inbox daily, join the Patreon here: https://www.patreon.com/PeterZeihan
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TSMC Cuts China's Access to Advanced Chips || Peter Zeihan
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The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips
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Can China Save Itself From the Mounting Debt Crisis? || Peter Zeihan
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Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough to ward off the mounting debt crisis? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis…
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The Geopolitics of...Gaming || Peter Zeihan
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PC or console? Yes, I'm talking about gaming preferences...and if you answered PC, then we all owe you a big thank you. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-gaming
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Well, that didn't go the way I expected. Here's what happened... Join the Patreon here: https://www.patreon.com/PeterZeihan Link to graphics: https://mailchi.mp/zeihan/election-postmortem
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Can Immigration Solve China's People Problem? || Peter Zeihan
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China is facing a demographic crisis, but can immigration be used to counter it? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-immigration-solve-chinas-people-problem
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Remember When...(Taking it Back to 2021) || Peter Zeihan
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I'm sure this isn't a shock, but a lot of folks have asked what I think of the incoming trump administrations cabinet nominations. Before I delve in Monday's video into the simple and forgiving world of American domestic politics, I think it would be best to review where this all began. In this special weekend edition we reach into the way-back mac…
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The Future of Naval Tech & War on the Seas || Peter Zeihan
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The nature of naval warfare is evolving - with advancing drone tech leading the charge - but not all of the world's navies and regions will be impacted the same. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-future-of-naval-tech-war-on-the-seas…
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The One Road Propping Up US-Mexico Trade || Peter Zeihan
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Everyone grab your favorite road trip snack and pick out some good tunes, because today we're talking about the increasingly important I-35 corridor. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-one-road-propping-up-us-mexico-trade
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Which BRIC's Member Will Survive? || Peter Zeihan
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The future for most of the BRIC countries is not - as Rihanna so eloquently put it - "shining bright like a diamond." Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/which-brics-member-will-survive
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Counting (Lithium) Chickens Before They Hatch || Peter Zeihan
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Some new advancements in AI and geology have revealed a massive lithium deposit in Arkansas's Smackover Formation (great name by the way). While this is good news, we still have a lot of work to do before this lithium sees the light of day. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/countin…
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Peter Zeihan's Favorite US President of All Time Is...
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Many of you have asked who my favorite US President is, so I figured I would do a video covering that. And we don't have to go too far back, just to number 41 - George H.W. Bush. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-favorite-us-president-of-all-time-is…
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Undocumented Immigrants' Impact on US Labor and Economy || Peter Zeihan
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As the election approaches, the topic of illegal immigration is getting as much airtime as Brittney Spears did in the early 2000s. And I hate to burst your bubble, but all those undocumented immigrants are probably doing more good than harm. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/undocu…
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Can a BRICS Currency Replace the US Dollar? || Peter Zeihan
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I've said it before and I'll say it again, the US dollar ain't going nowhere. There's simply no other currency with the volume or liquidity to fill the shoes of the dollar. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-a-brics-currency-replace-the-us-dollar…
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US Regions of the Future: Texas & North Carolina || Peter Zeihan
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We're busting out the trusty ole crystal ball today, and looking at the two US regions most poised to succeed in the coming decades. I'm guessing it has something to do with the BBQ they're eating, so yes, we're talking about Texas and North Carolina. This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as…
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Does Turkey Have the Power to Control Israel's Future? || Peter Zeihan
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Israel has had a lot of eyes on it lately and many are starting to wonder what the future looks like for this small and arid country. Let's break this down through the lens of deglobalization. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy…
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America After the Election: Foreign Policy || Peter Zeihan
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Join the Patreon here: https://www.patreon.com/PeterZeihan Listen, I debated even entertaining an election video for today, but since this question was so good, I just had to record one. Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy
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Israel Attacks Iran, Again - Part 1 & 2 || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan Now that we've had a bit more time to see what happened in Israel's latest attack on Iran, let's dive a bit deeper. Israel struck military facilities like missile storage and product…
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Climate Change Will Be Different for Everyone || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan Let's talk climate change. With conservative estimates, we're looking at a few degrees of warming by the end of the century, but if we look at this in the light of global trends, it …
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Russians, Russians Everywhere + Final Call For MedShare Fundraiser || Peter Zeihan
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Today is the final day of our MedShare fundraiser! If you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon When you join the Patreon, you can expect to see the videos and newsletters as soon as they are released, as well as exclusive perks like li…
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SMRs Are Giving Nuclear Power a Facelift || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsh…
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Cuba's Power Grid Fails, But an Opportunity Arises || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsh…
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SpaceX Takes "One Giant Leap" for Space Tech || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsh…
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Europe Takes One Step Closer to Nukes... || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsh…
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Will Saudi Arabia Start an Oil Price War? || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsh…
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The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan
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This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here and help us donate to MedShare: https://bit.ly/medsharepatreon A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down…
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China Faces Deflation as Economy Stutters || Peter Zeihan
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Don't miss out on the Live Q&A - TODAY - Wednesday, Oct. 23rd! Click here to join Patreon: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/zeihan-responds/ Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players…
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The (Next) Gulf War Is Coming || Peter Zeihan
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Don't miss out on the Live Q&A on Wednesday, Oct. 23rd. Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia. Full Newsletter: …
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Daily Videos, News Digests, Live Q&As, and More (ONLY ON PATREON) || Peter Zeihan
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Patreon Link: https://www.patreon.com/PeterZeihan Still haven’t joined the Patreon? Well, if you don’t want to miss out on the Live Q&A, join “The Analyst” tier before next Wednesday, October 23rd! And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to …
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President Biden Is Making a Trip to Angola + Patreon Live Q&A || Peter Zeihan
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Don't miss out on the Live Q&A on Wednesday, Oct. 23rd. Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon Already joined the Patreon? You can also donate directly to MedShare here: https://www.medshare.org/zeihan-responds/ President Biden is making a trip out to Africa (since recording, this trip has been pos…
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