WW3 is just the beginning | feat. Peter Zeihan | Global Macro #12
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- Опубліковано 3 лип 2024
- In this episode, Niels and Cem are joined by Peter Zeihan, author and Geopolitical strategist, to discuss the New World Order and World War III, how the Globalization has become a new battleground rather than a barrier to conflict, the role of technology in modern warfare, how the US were able to read Putin's emails and the impact of war on a national and global scale, the military and political power of China, America and Russia and the relationship between them and the rest of the world, how democracy is affected by the “age of emergency”, the financial aspects of war and crises, crypto as a potential economic asset and much more.
#toptraders #investing #trendfollowing #globalmacro
Episode Summary
00:00 - Intro
04:15 - How we got to the brink of WW3?
09:42 - The role of technology
18:32 - The relationship with China
28:25 - Submarines and the war in Ukraine
40:38 - Age of Emergency and the threat to Democracy
47:58 - Autocracy and technology
54:34 - The financial perspective
59:39 - The role of Crypto
01:02:39 - Climate change
01:06:56 - Trading advices
01:10:42 - The role and future of Governments
01:17:11 - Thanks for listening
===
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Good to see Zeihan get asked hard questions as opposed to high pitched excited interviewees listening to Peters well rehearsed spiel.
He kinda sounds like typical US congressman. He sounds really uneducated or very well scripted in regard to the bashing of China,
but hey, that's what the American Gov't does best! Make YOU fear China....Oooo Evil Communist China....Evil Putin and the communist...
the Vietnamese communists ...remember?
I came here for Peter, but I got to say Neils and Cern are fantastic interviewers. They prodded him with just the right questions.
Absolutely agree. I really like Cem as an interviewer, as well as when he explains things. Great discussion gentlemen 👏
Pete's amazing guy. Is it true he's an ex marine who fought in Iran & speaks Chinese with a hong kong accent. I know he went to Oxford as Rhode scholar. Truly brains on legs.
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We need more people talking like this. In depth with a command of background knowledge that provides a reasonable sounding voice to the speculation on what lies ahead. There was some alarming shit discussed here that didn't sound batshit crazy or out of nowhere. We need as much rational discussion as possible right now!
I agree we need more of this!
Fernand Braudel was the inventor of macro history. He combined knowledge from geography, economics, sociology, politics and history into one large analysis. Others copied his methods and developed them further.
So Peter Zeihan isn't the only one. There is a lot of material. If you love history, read The Mediterranean by Braudel.
What makes this kind of analysis special is that it is structural. It doesn't depend on philosophy or ideology.
@@devalapar7878 b
everything he says is batshit crazy. check his facts, they are all bogus
Invaluable excellence in overage of GLOBAL ECONOMIC
Issues, educating listeners about realtime consequences & opportunities and what to expect from rapidly changing markets on the globe! Took me YEARS OF EDUCATION to VIABLY assess these issues and POLITICLY STRATEGIZE.
HUMANITARIAN LOGISTICS, GLOBALIZATION, CLIMATE CHANGE, CURRENCIES, MILITARY CONCERNS/
CONFLICTS & MITIGATING ACCEPTED OUTCOMES...
WOW... STANDING DINNER INVITATIONS!
Good luck having a rational discussion with a hairless ape.
I would love to hear Ray Dalio take on Peter. Ray is very Bullish on China being the next superpower. I'm more in the Peter camp of how things will go down.
Would be interesting to see what markets Ray is invested in 😉
Consider also that Ray is an investor/trader. He gambles on odds, abd may be preparing himself for both outcomes.
If the US comes out on top his lifestyle is likely well preserved, he is unscathed. If China comes out the winner, he's on their good side. That's just a good risk-reward, being a public figure who could stand to lose a lot by a potential transition of power to China.
With that said, I would also like to see them chat with one another.
Ray is invested in China and they don't take kindly to critics so you have to be very suspicious of what he's saying.
Ray is a ducking boomer globalist
Team Pete
Great interview and great perspective. Every now and then you come across someone that makes sense and worth listening to,well done!
Refreshing to get well thought out answers to meaningful questions.
Learned so much in this episode its awesome
This was deep, wide ranging and thought provoking. Thank you!
Excellent conversation
This is an amazing interview. I can’t believe that they have less than 20k subscribers!
Excellent.
Thank you
I tuned in to reset my compass and gain some perspective on things. Very glad I did.
Fantastic conversation. Thank you so much for both of your insights, and for digging into Zeihan's claims so we can all learn even more.
Its always nice when the interviewer can get Zeihan off script just to get some of his reasoning and an indepth why he is making the claims that he is.
Dude what are you talkin about the interviewers sucked ask horrible questions that sound idiotic that sound like they already know the answer to and Peter I listen to a recent interview and is the exact word-for-word on script he says the same thing in the past interview it was a horrible horrible Insight my thirteen-year-old boy knows more just by UA-cam I hope no one's paying them big bucks for this shoot he left a lot of stuff out and I've left comments that you should read I'm more insightful than Peter was
Top traders unplugged (which is not a fitting name for them they should be call the unknowing it's very fitting) joined in 2014 on UA-cam and they only have 14,000 people that are subscribe that tells you a lot
@Jon Little I have he's in ABA he's high on the Spectrum but a very loving sweet boy but I know I'll have to take care of him for the rest of his life and I'm fine with that but very intelligent and if you're confused bye what I meant he's autistic
@@jacoblongbrake8230 you watched the same audio recording with a video. Your comment is atrocious, too, and as are your parenting skills, schooling your kid on youtube. Get back to the tabloids.
Love this discussion and think that a lot of these information Peter provides is close to reality. Do others come forward to confirm or deny any of these information?
This is making me feel better.
I just learned who you are Peter Zeihan and I must say I enjoy the clear and concise discussions you partake in. I'm a smooth brained Ape and even I can understand the way you explain things. You truly are a gem and I appreciate your wealth of knowledge. Thanks!!
What is a smooth brained ape?
@@MJ-cb8nl a big dummy hominid
Excellent descriptions by a great geopolitical analyst. I like the depth of his thoughts to contradict the dogmatic ignorants in the world.
I live in North Alabama. Normally the two crops planted here are cotton and soybeans. This year, almost every field has been planted with wheat with the occasional field of corn scattered in there.
good to hear some actual planning for the issues on the way...
Enjoyed the convo
Good listen
Thank you, gentlemen. It was a pleasure to listen to this podcast. I can listen to Peter Zeihan all day. You asked great questions
I listen to Peter Zeihan, I take what he says into great consideration and would say most of what he says is spot on. That being said, when you interview him you must understand you are dealing with someone who was a proponent of globalism for years. This has colored his views on some issues.
Also, when you got into the nuclear option and he mentioned submarines, it's clear he is totally unaware of the Russian tactics that have been in place for years. The USSR and now Russia are VERY willing to send a flood of subs through the Iceland / Great Britain gap with the idea some will get through. After all, all they need is ONE sub with nuke guided missiles, or even a warhead equivalent to a MOAB to take to hit the major ports on each coast. The US is basically out of any overseas war at that point. That is also an option for non nuke hypersonics if they can carry a warhead that large. On top of that, our ports are still almost as bad ,if not more boogered up than last year. We can fly small loads of weapons to Ukraine like Javelins and 155 howitzers, but can we support a large ground force with current port conditions? There is SOOO much that needs to be analyzed and taken into account that people aren't looking at.
The other thing people aren't taking into account is just how fragile the west and it's ally's finances are. Just look at Japan asking the US for support so they don't collapse and the volume of newly printed money it will take to do so. Can Putin's war force an early collapse? Could he be gambling on that as part of what he's doing? So many facets to examine in this situation.
The effect on the world's food supply and how that will affect everyone is another aspect. It isn't just losing the Ukraine's and Russia's production. The shortages of fertilizer is already an issue and it will only get worse. What kind of destabilization will we see over the next 2 years from that alone? How could that affect moving beyond Ukraine? And China is having serious issues in several agricultural areas.
He has great answers for questions that fall into his normal script, but as you can see in this interview, step outside of the norm and he'll either have a solid answer or struggle as he hasn't spent as much time considering the ramifications he's asked about.
But all in all, you have to take what he says absolutely seriously as his analysis has been deeply researched and thought out.
Your maybe not taking into consideration the 🇺🇸 capabilities with submarines and its highly classified space weapons. In a crude but to the point rhetoric. If russia, china, or anyone else want the smoke they are going to get it.
@@Brynden-Rivers:You forget the shambles the US military is and always has been. American oligarchs don't want US soldiers too well trained, they might turn on the oligarchs as they learn the truth about their intensions. American oligarchs aren't loyal to any country. Look at all the countries America has invaded since WW ll, look at the mess they left. Ravaged lands, crumbled cities, hallowed out citizens left to starve, while America runs off with everything they could steal and they leave it at the feet the already too rich. Take a hard look and see how many similarities you can see happen right now in America. Ravaging the land, drilling formal, mountaintop removal, dumping chemicals into the water, air pollution, and thought they are supposed to cleanup after themselves they don't. They fleece the country of every damn penny. You do realize that bombing the shit out of America would be beneficial to them? That a 3rd world America is a gravy train speeding directly into their pockets. That is where they are taking us.
@Jon Little Yes he admits the death / decline of globalism. Doesn't mean he likes it but he can see it coming. To see what I'm talking about, watch his videos from 10 years or more ago. Maybe 8. The name calling he uses against populists let's you know where he lies. he was right on way more than he was wrong on, but where he was wrong was due to blind spots he held at the time, some of which have been swept away over the last few years.
Find it interesting that although he talks about financial issues due to demographics, he doesn't seem to be up to speed on some of what is happening that is signaling an upcoming problem. I used Japan as an example as their country would financially collapse NOW if we weren't propping them up. Their debt to GDP ratio sits at 235% as of this year. We can't prop them up w/o printing money, and if you look at the money velocity curve for the US since the Dems took over last year, it's downright hair raising.
@Jon Little Sometimes comments are made for more than just the person replying. There are many that would see this and not know about the other sources.
I wish Peter had the humility at times to simply respond to a question with "I honestly don't know" instead of fabricating an answer on the spot about a topic he's never really considered.
Wow this blew me away!
What a wonderful interview
The world needs a Peter Zeihan / Scott Ritter discussion. They are both on opposite sides in assessing Russian progress or lack thereof. Both sound convincing, so I don’t quite know what to believe.
i'd love to listen to that, but i doubt it'll ever happen
I have no idea what's real anymore. My cognitive dissonance has been escalating since 2020 and I should probably just consult with a neurosurgeon about a corpus callosotomy. Debate doesn't happen anymore, so why should my left hemisphere have to put up with my right hemisphere? Pfft. Artists.
Would like to see Peter with Joe Rogan.
@@Clone42 >>> or! a few shots of scotch OR! a few puffs of B C bud!!
@@oats6452 why? Rogan would have nothing to contribute.
Great Stuff
Brilliant thank you
Suggested Correction: While USA may "produce" 55% of semiconductors by value, many of the key chips in cell phones and high end computers are manufactured using 7nm, 5nm (or better) technology which is exclusive to TSMC in Taiwan for at least the next 3 years.
Is that the AMSL stepper machines that do the 5 and 7nm work?
@@davidkras7160 ASML is definitely the top of the line when it comes to photolithography for semiconductors. If there are further reductions in minimum linewidth possible, it will probably be done with an ASML machine. They also cost a large fortune (~$100M) per tool.
@@davidkras7160 a European product, but it is one thing to produce the machine, but a totally different thing to use it.
There's so much you don't know about military projects are at least 20 years ahead of time that we know of a few things they've developed is GPS the internet and semi-conductors
The vast majority of micro controllers are not high end 7nm fabrications. Most engineering such as cars, control systems, motor functions and embedded systems do not exclusively come from Taiwan.
Taiwan has an important economic role but the world world does not function completely in their sphere.
And the crazy thing is that the CCP still argues that only authoritarianism can deal with the complexity of the future. Amazing gross conceptual error.
ideology that blinded Xi... He feels the USA betrayed him by getting out of the international agreement
Doesn't matter what government system you have, if you can't feed your population.
@@adamkaufman724 pick whichever system under a general famine, just suffix *with elements of anarchy
@@adamkaufman724 sure it does, a communist country will punish people who come up with their own solutions and feed themselves, while a free country will promote and help people who solve their own problems.
Reverse everything China and Russia say lol
Very interesting, first time I have listened to him.
Feeding the UA-cam algorithm. Great video. I appreciate it.
Great insight!
This is my first time coming across this channel, as a huge Peter Zeihan fan I must say, this is the best interview I’ve heard.
I’m so lucky to have come across this channel.
So next level smart!!!
right, there are some pretty bad interviewers out there, though Zeihan is always reliable!
@@LoscoeLad He's delusional unfortunately.
@@nzajflynn care to elaborate?
@@wurdofwizdumb1928 see my other comment. Without troops on the ground from the west this war will be wrapped up by Russia. It's bullshit that they are not doing well.
@@nzajflynn Zeihan is a WEF globalist to the core.
U got it I'm buying
God Bless
Very very intelligent conversation here. I am a Christian and this is amazing to me. There is so much happening here.
One of the best interviews of Zeihan even 10 months after !
Cheers Francis
I've listened to quite a bit from Peter lately, more on the geopolitics side of things rather than finance, because he seems well informed and level-headed, but I'm wary of people who make extremely confident predictions and talk authoritatively about things dependent on inaccessible information. For instance, we have no way to know what the impact of technology will be on demographic decline. We have just as many people fearing the impact of AI-infused automation on the job market, with people like Yuval Harari warning that an entire "useless class" (not intended as a value statement) of jobless people could result, as those that fear the demographic decline will result in too few workers. Obviously in the latter case it's really more about the proportion of working age people to retirees, but there are countervailing forces nonetheless, and for all we know they could achieve an equilibrium that prevents the catastrophic effects Peter - or Yuval for that matter - is predicting. My point isn't that that will necessarily occur and we shouldn't worry about these issues, but to point out that no one should be able to speak with confidence on one outcome or another. To say the PRC likely won't be a state by the 2030s based chiefly on the predicted impact of demographics seems preposterous to me. I could be totally wrong, however, and his views are proven out by future events.
See his previous three books from 2012 to 2018 which predicted much of what we are seeing giving confidence in his understanding of how the pieces relate.
Good point. I’ve listened to a wide range of political, financial, economic and strategic commentary a lot of which makes his analysis seem overly simplistic. His confidence borders on arrogance. There are so many moving parts that even the best admit that they don’t know.
Ya from what I can see North America is going to be laid waste for living by their sword far too long .Reaping what has been sown is still in vogue might be a good enough terminology for a fool like myself to be right on the dot for now.
psst! silence!
... Americans need to be confident - and they prefer to be so - so let them sleep and later awake...
PS: the real game is not between nations - this is just the show (as eg the plandemic & lock step strategy shows) ...
agreed regarding the potential impact of AI and automation, but China is creaking for sure, and covid responses can only hasten that demise
Watching this post the Kerch Straight Bridge attack and man did Peter call that attack! It's remarkable how much he got right about this conflict in retrospect.
Good video
Very interesting and instructive, thank you.
"....Seven Anti Globalist presidents in a row" I would love for Peter to define Globalist and how each president outside of Trump has been anti globalist ✌
Yeah, that's where Peter's thesis seems weakest...
if you dig through earlier presentations he's done, you can find where he's expanded on that idea. i'd happily dig em up now, but have little kids to feed.
I agree, and I hate Trump.
My understanding is that they were not interested in foreign affairs.Bush, the son, only focussed on Iraq and Middle East and ignored rest of the world.
They did not want to decide what America's new role would be in the world, since the Soviet Union fell apart.
Peter Zeihan 2024. At least Sec State!
What you are saying makes sense for most part. What is your view on Africa (North and South) in all of this and the impact if the movements of peoples
Excellent interview! I appreciate Peter Zeihan’s take on things. However, I hope he will not be right on everything - otherwise we are in for huge trouble.
i guess he hopes he's not right on everything, too, but probably fears he will be - as do i
Judging by his "< 0% chance" of BTC succeeding, it's clear he likes to jump to conclusions w/out full consideration.
@@RDenholm22 Governments have every incentive to get rid of BTC and other private crypto. Those reasons alone doom it.
No he is not right on everything..thankfully..he predicted the ukrainians loose wothon a Werk or so at the beginnend of the war. He misjudges Europe s lot. Nevertheless he is a vety food think er ...
It is worse than he is saying. He is sugar coating it. The best thing that could happen is C19 kills 90 percent of those over 50 or so.
I'd love to see a list of source material for all of this. This is a fascinating conversation, I'm hooked.
He is his own primary source. There is no way to quantitatively measure these ideas, sadly.
@@toriasweavebender5358 I'm not saying source his views or speculations, I'm saying source what he is saying as a matter of fact. i.e. they are bringing to Ukraine everything that can be carried or hauled in a vehicle; they are gunning down all survivors in a peticular area; China's ships can only travel 1,000 miles in a straight line and conserving as much fuel as possible; etc.
There is no source material other than personal observation. This whole discussion is qualified opinion. It’s up to us to judge on its relevance or potential for coming true.
@@toriasweavebender5358 Like the Prophets of the Bible - you are judged by what actually comes to pass. For 10 years Peter has been predicting the exact scenarios that we have been confronting in the last year.
🟡🟡Unless the US is eliminated as a political and military entity wars would keep raging this planet. You hate truth and love 💕 fake
Balls are steel and big cos the whole battle coordination reconnaissance being carried out by Pentagon every single day. Ukraine now is like Taliban and mujahedeen fighting Soviets exactly the same 40 years apart. If you did not know now you know! 😂😂
Peter speaks very concisely and with a ton of geopolitical knowledge. I just wonder how accurate his predictions really are.
10:30 THIS was the question I would have asked Peter.
Ukraine is making excellent use of all types of drone. Including DIY quad-copter drones dropping RPG warheads. Outside Switchblade, they don’t seem to have any US-made drones.
Jeep ljsteningvtovthe govt msm. Get back to me when the Russians eventually win. You'll be the uniformed fool wondering what happened.
Tech makes a thing possible, but demographics makes a thing happen
This presentation should be required consumption for all concerned about the direction in which our current world is headed. Western policy makers and political leaders must re-evaluate their single minded focus on fighting climate change and accept a new paradigm. Demographics will drive the changes we are all facing and as Peter says they are already "baked in".
Cool
At somewhere around 24 mins Peter says that "we know Russia plans on invading multiple nato countries beyond Ukraine". How does he come to this conclusion with such conviction? Maybe I missed something earlier in the podcast? This is my first time hearing Peter so maybe its something he explained elsewhere.
I don't know if he mentions this, but they need Ukraine for trade routes and native resources, and they would then want other nations as buffer zones against NATO. There are about six nations which could serve that purpose, and five of them are NATO members.
Yeah, I couldn't swallow that conclusion seems like a massive jump.
@@coney2010grads His theory seems to be that paranoid Russia feels it *must* control the invasion gateways, which means they will have to invade the Baltics, Poland, and Romania. Personally, I think ICBMs trump invasion routes, so if Russia really wants to do that it's at best an atavistic desire.
@@null2470 Sounds great in theory but anyone who thinks Russia can beat all of NATO is deluded.
I think because Putin wants to controle the baltic sea and now he has only Kralingkrad.
Can we assume, these statements are optimistic? For Americans? And if we bring 'some' realism.... Into the discusion..... Such as....m the possibility the ONE of America's strengths 'could' disappear or fall apart ?
One thing that is rarely spoken by Peter: American currency control... the fiat currency we all depend on, could fall apart rapidly, and un expectedly...... Iran, most muslim countries, african, china, russia perhaps even India are waiting patiently for the US currency collapse and the world value system?
lets hear more
Positive comment
One person knows so much about the whole world, wow. It sounds to me more like an actor than anything else.
yeah i don't trust him. Talks too much in absolutes
The problem with Peter's assessment with the Russian military going in the corridors with Poland and Romania is they have to replace all of the military equipment and soldiers that they have lost and they are incapable of doing that there will be no war for Russia after this one it will cease to exist as a second-rate military power
🤣😅😂
@@blackchain1900 why are you use emojis dork
I think that is what Peter is saying...
This is why everybody is shipping ukraine every peice of equipment they can. The aim is to make Russians advance bloody.
Japanese and Germans were telling their people allied forces were losing heavily right till the end. The problem is now we are living in disinformation and propaganda mode. You have to look both sides to get clearer picture.
The fact is Ukraine already reduced to a few helicopters and drones while heavy armaments in the proper battlefield reduced to a fragment of what it was without feasibility of enforcement. On the other hand the DPR forces no longer need to use vintage weapons like they were 3 months ago.
I don't see any other end but Russia ended up being a bigger country while Ukraine fragmented. Ukraine is only the West's victim to weaken Russia by forcing it into a long protracted war. Maybe to the West's psyche it is regret-able but necessary in order to win the foreseeable bigger war.
Great questions !
Would be interesting with a follow up now 2 years into the war instead of six weeks into the war.
Love the long pauses followed by a deep sigh.
It really adds an emotional effect to what he is saying.
You know how they say if you can't back it up with facts back it up with emotion.
“When the facts are on your side, pound the facts. When the law is on your side, pound the law. When neither is on you side, pound the table.”
Peter pounds the table better than anybody.
Its kinda ironic that instead of backing up your claim that peter uses emotions and not facts you failed to make an argument using facts.
Thing is where’s your specific objection?
@@teejin669 My claim is I have followed his Ukraine war predictions and they are so off it's actually comical.
I just discovered Peter today and I find his perspective on geo politics to be really interesting BUT I'm not sure I understand/buy his take on America abandoning globalism. The only evidence I've heard him back that up with is the trend among our presidents towards being less supportive of globalism but it still strikes me as very bold to bet that America will completely upend the global system it created.
It will come in terms of food and energy security and that we need to produce goods at home. The dollar will still be the 'global reserve'. Its not the end of globalisation but a shrinking of it.
Even as military spending is up, funding for US Navy has been flat or down for three decades. Fewer big ships, and less training opportunities. It's this depoeted and weakened (and weakening) naval fleet that defends open sea lanes that are critical for globalized trade.
I suspect that liberal think-tanks envisioned a world of peace based on globalism and the mutual dependency it fosters. But Russia has shown that it will leave globalism behind if it thinks there is a strategic goal that requires military action. The MYTH of globalism as peace maker has been shattered. And the USA has realized that globalism is not practical in a world where nations can act in violent ways with impunity (since the USA has done in the Middle East). Just north of Phoenix a gigantic computer chip manufacturing complex is being built. This will employ thousands of people. I suspect that global decision-makers have realized that the fantasy of world unity and peace through mutual dependence simply does not work and that we need to protect ourselves by moving vital industry back home. As I write this, 90% of American prescription drugs are being made in China. This is madness.
Pete also makes it sound as if other countries have dozens of destroyers in the oceans just waiting to pirate global commerce the moment the US Navy loses interest. I doubt that's true. Even if the US Navy withdrew all their ships today, it would take some time for other countries to ramp up piracy and disrupt global commerce. Or maybe countries would come to their own agreements. So maybe that's why the Americans can afford to lose interest and still keep globalism going, for now.
@@erickarnell but we are aiming to have 14 super carriers vs current 11
Wow. His predictions on the bridge, the pipeline, the weapons upgrade scale, and several others were deadly accurate. That’s just in the first hour.
27:23
He's literally the Queen of Hearts
How did this become acceptable to say this openly
The part about Europe having to go back and recolonize Africa was shocking. That’ll be an interesting sell.
Depends on how they go about it. Germany just announced they're investing with Senegal to set up natural gas exports. Idk about neo-colonial but definitely extractionary
europe is getting colonized by USA lol.
@@jcd776 says who?
@@jcd776 yep… I live here. They are energy dependent
Neocolonial in the sense that they'll probably try to create business agreements. Perhaps they'll even try to do what China is trying to do now in Africa.
1:18:50 Investment
Peter always paints a pretty picture.
9:18: "The Chinese aren't even going to exist as a country by the end of the decade."
Can somebody remind me in 2032
I don't know how he can be sure of something so dramatic. I doubt this will happen. China will just take totalitarianism to new levels of control to keep things together. We have to bear in mind that Russians and Chinese have no history of freedom or democracy. There was mass starvation in North Korea but the fat boy is still in charge.
He along with all his followers will forget and deny that he ever said such a thing
"China won't exist as a country by the end of the decade"
Not if their recent Census data holds true. If current estimates are to be believed, by 2050, less than thirty years away, the population of China will be HALF of what it is right now...
@@slossboss forced cloning :P
@@slossboss thats still roughly 500m people thats a lot, USAs population is only growing because of immigration mostly from the 3rd world many of whom do not even like the systems in place or follow the laws, you can see it just looking from the outside in, as soon as the USD collapses and US cant export its inflation its game over for USA
@@slossboss So, half of current population means it won't exist as a country? Also, he said 2032, not 2050. It is ridiculous unless he means the CCP won't exist.
@@robertbrandywine he means that current geographical boundaries and ruling group/president would be different from what it is now
this talk made me much smarter 🥸
I heard somebody in the background say Brave New World and that's exactly it, we are living in Aldous Huxley's Brave New World and we have been for more than a decade which doesn't bode well for any of us when we don't have an awake and engaged population that's paying attention. Orwell was wrong but to his credit he nailed it with Animal Farm which perfectly illustrates all of the atrocities of the 20th century and maybe the 21st if we're not careful
yay...
21 fires recently at food processing plants, including 2 plane crashes. Coincidence?
It's actually more than 21 it's somewhere in the 30s the most recent was a General Mills processing plant I actually think it's more called covert operations it happens all the time especially during the Cold War and it's just being reported its happened for a while if you do the research
@MotoIncognito I learned today, it’s 96 since 1/01/21. Sure, coincidence
Zeihan keeps talking about these "gateways" as an existential threat but they have nukes. They really don't need to control the gateways; they can just make it clear that crossing those gateways will trigger a nuclear attack.
I thought that way also. Maybe Russia is afraid of a fast thrust by an enemy which could reach Moscow within a week. Then the nuclear deterrence may not be viable. Russia does not want to be forced into a nuclear response.
Putin is wanting to expand the Russian empire. He thought because he has nukes, that NATO would not interfere and he could gobble up neighboring pre-soviet countries.
Its misdirection because Peter is a snake. Your worried about Ukraine escalating from our weapons?, what about Poland and Romania, that's article 5, if you do not want nuclear war send weapons to Ukraine.
@@frankbumstead1804 I don't think he's a snake. He's just stuck on his narrative and doesn't want to change it.
@Jon Little If Russia goes into a NATO country to close one of these so-called gateways, they not only bring down for sanctions on their head and international condemnation, but they expend more resources and they risk a nuclear war anyway since NATO would have to respond. They could more easily just make it clear that if they are attacked through a gateway, they will respond with nukes.
My kids are 12, 15 and 17. I feel like a hero.
You are 🥹!
No kiddin
Admire the discussions for upsetting the usual concepts and totally resetting the fields of expectations from factual analysis and human nature. Regards.
The demographics changes do not necessarily make all countries go in reverse.
The US and Japan can lead a charge into the future.
Once the less techno savvy countries see what we are doing it will be possible for them to use some alternatives.
If you see how some mobile homes like Airstreams are made, think of a docking station for them.
The docking station is an outgrowth of how today we use storage facilities.
Houses, apartments, mobile and manufactured homes all have plusses and drawbacks.
But owning an Airstream that has a place to dock with offers a quick way to get home ownership.
How much is the banking industry behind the keeping alive of the house.
They get you to pay interest for life.
And if you move a lot for jobs then you leak a whole lot of cash.
The society has a huge divorce rate.
How much is it so high because people see themselves as wage slaves never getting ahead decade after decade?
The Dnieper river is a good enough barrier to stop NATO from rushing to the Caspian Oil fields. Russia will take Odessa and link up to Transnistria, but Krivoy Rog will be as far as they seek to go, Kirovograd will probably be left as part of Ukraine. Peter is very smart and sees past a lot of the noise but he is 100% a tool of the uniparty establishment that likes the idea of the Global American Empire. Putin Tried to join the EU & NATO club in the early 2000's and was turned away and it did not take him too long to figure out that the NATO/WEF Oligarchs had dreams of breaking up the Russian Federation into smaller more easily manipulatable states so the resources could be stripped and the people left in financial servitude. Both the war in Syria and the one in Ukraine have both been about getting the EU cheap energy, Assad said "No" to the pipeline through Syria, and NATO sought to expand into both Georgia and Ukraine for quick attack routes to seize the Caspian Oil fields. Peter is a part of the club that sees such things as fitting and a part of doing business so he spread the "Russia = Boogeyman" narrative.
There are some really dark implications to his take. 1) There must not be a diplomatic solution. 2) The situation is being escalated on purpose. 3) if it comes to nuclear war there is a good chance Russia wont target the US until being fired upon themselves, which makes this whole gamble much more acceptable for the US than for Europe. 4) Since the US is going isolationist they surely can't have the rest of the world uniting against them. The NATO expansion (which Zeihan admits was aggressive because the endgame was supposedly always gonna be like this) played a considerable role in leading up to the current escalation level, which pretty much guarantees there won't be much of any cooperation when the rest of the world falls apart. Not even for energy.
I disagree that there was a realistic intention for Russia to join the EU or NATO. They are just too big for that but I think they had plans to build up their own trade union, in which Ukraine would have played an important role but then it became clear that the West wasn't having that. This could have been the alternative to aggressive expansion which was supposedly bound to happen.
Sadly, there is no justice in international politics. Each nation or "confederation" of nations seeks their best possible position. You can accept this or turn it into a simplistic good-evil scenario where we (the USA) are evil and a totalitarian state like Russia is good. You can pick your "team", so to speak. Frankly, for all its foibles, I still choose the USA and Western Europe rather than a Russian state where even suggesting that the action in Ukraine is a war will get you 15 years in prison.
@@willchristie2650 Not falling into black/white thinking would imply not picking a team and I got no illusions about Russia being totalitarian (or Saudi Arabia for that matter) but if "madman" anticommunist Henry Kissinger of all people comes forward and warn us that the current strategy is likely not going to end well, that there should be concessions and that we need to recognize Russia as a gamebreaking factor in Europe, then this may be a sign that the situation is about to escalate like never before.
Right now the US says, the only one who can negotiate is Ukraine. Ukraine only accepts a surrender from Russia and a total withdrawal including Crimea. Thats not going to happen. And I believe one reason why the West is so hesistant to deliver heavy weapons is that the leaders are fearful what might happen should Ukraine actually try to take Crimea back by force, which Russia considers part of their homeland.
Thank you.
Regarding a crypto, is there not a way to make it limited and therefore giving it inherent value? I know people talk about the blockchain and that tech initself is useful but will that play a part?
How about Palladium? Ty
first the dotcom bubble, then the real estate bubble, cryptocurrencies and now the metaverse. there have always been waves and they will continue to be a part of the market. all the talks of an imminent crash and hoarding cash are just misguided in my opinion. same way the bubbles came did the opportunities with them. it's a lesson i learned the hard way. I have now made about $370,000 in profits trading algorithmically from the last two quarters. there's just no way the market will stop existing or crash so much that nobody can make a good living from it. it's a fear fed upon by the media. even during the real estate bubble, the most money was made by the smart short sellers
your portfolio performance is freaking awesome. i know about algorithmic trading but can't quite wrap my head around it. how did you get started in this?
@@jimcolsby8465 thanks. on the contrary, it's quite easy and straighforward. i employ the mirror trading aspect of it. its a great concept if you are too busy to monitor the markets by yourself. just let someone else do the hard work and reap the benefits
@@davidvest5628 who do you copy?
@@travismitchell4209 Josephine Guevara Laporte. she is good and got a fair fee structure also
@@davidvest5628 just looked her up and saw she is registered in the US. is it possible to use her services outside the US. I am interested in this but am currently out of the states
A little uninformed of Peter to claim that this is the biggest refugee crisis we've ever seen. He clearly did not look at the numbers from India-Pakistan in 1947 and Bangladesh in 1971.
He's a phony. His agenda is also phony.
I sometimes heard him qualify the claim by saying it’s the fastest large refugee movement. Something to that effect.
OR 1100 BC and the collapse of civilizations around the entire eastern half of the Mediterranean basin. Biggest is not just about numbers
India-Pakistan refugee crisis was localized the current refugee crisis is global in scale with it affecting whole continents.
@@bighands69 Still the biggest. With far and away the biggest loss of life.
I would like Peter to debate Michael Hudson. I listed to both of them.
Peter Zeihan must have read the same book as I did, 'The History Of Fiat Money'.
The Chinese Song Dynasty invention of paper currency was a wonderous achievement, an economic paradigm shift, although proto-currency existed in the prior Tang Dynasty in the form of certificates of exchange and government bills of promised payment which could be redeemed by any merchant who possessed one, no matter the original owner.
Zeihan is correct that early paper currency succeeded in Song China and orher nations for the next eight hundred years because the paper money claimed at least 29% backing in coin cash, precious metal specie, and or bullion. That maintained the confidence of the population and merchant and finance classes.
As Zeihan pointed out, although not in further detail, success often led to national currencies collapsing, but mostly due to government mismanagement after a long or short period of national success. Government treasuries would lose their stores of metal cash and specie. But paper currency printing would continue unabated until at last the public would find themselves with massive amounts of unbacked paper currency. This is when uncontrolled inflation would result, often leading to currency collapse and the return of reliance on metal coin currency, typically silver coins and sometimes including gold coins. It's a little more complicated than this but in a quick nutshell, that is what Zeihan is referring.
In the late 20th century, nations around the globe transitioned to fiat currency, that is, paper money not backed by precious metal specie and bullion
Paper money today is based on the public trust and trust in the national economy. The stronger the economy the greater the domestic and international trust in a specific currency.
This is why the U.S. dollar remains the strongest currency in the world, nearly matched by the Euro. Some nations will not trade with another nation unless that nation can pay in U.S. hard currency, meaning the buying nation has to come up with pallets full of U.S. paper money, usually one-hundred dollar bills.
This is why even a former superpower like the Soviet Union, could not find international acceptance for its rubles except among the Warsaw Pact countries who had to accept rubles.
In the early 1980s there occurred a coffee shortage in East Germany. While prosperous, democratic West Germany could purchase anything it wanted with its trusted and respected Deutschmark, it was not so with communist East Germany, still regarded as largely a puppet state of the Soviet Union and thus its East German mark was looked upon as artificial currency. All the coffee producing nations were independent and outside the sphere of Soviet influence. East Germany was free to purchase with American currency, West German marks, British pounds, the French franc, even the Japanese yen. But the DDR lacked sufficient foreign currency reserves.
Today one of the biggest ironies is the massive amount of counterfeit American $100 bills produced by North Korea. The only way to detect the North Korean forgeries is that the pseudo-100 dollar bills are of better quality and sharper, minute detail than the American originals. Counterfeiting a nation's currency is an act of war. It is not new. The British and Nazi Germans actively counterfeited each other's currency during WW2. The Nazis paid off their Egyptian spy in the British consulate in Cairo with counterfeited British pounds and it was never discovered at the time. Still, there's no way the U.S. is ever going to war with North Korea over forged U.S. currency. It's never going to be known how many American banks and how many American citizens have been passing around North Korean counterfeit 100 dollar bills without ever knowing or suspecting anything.
Peter is my favorite of all the 1st gen CIA babies. Adopted and raised by agency parents.
Yea he is pretty revolting.
@@frankbumstead1804 How so? Not his fault. He had no choice and probably still doesn't.
@@frankbumstead1804
The CIA has this mythical property inside the heads of conspiracy theorists.
@@frankbumstead1804 bitter due to your own failings?
Ok im just watching and hearing of this guy and I'm like Holy shit this is like str8 up CIA / CFR / NATO talking points. Dude is actually making Freudian slips when he refers to "WE" and "US" when talking about Ukraine fighting Russia. Then creaming himself about "nuclear bluff" towards putin. Sick people
If Zeihan hasn't bought in to Bitcoin yet, I still feel early.
He's still stuck on the energy usage thing. I guess he only has a finate about of brain space.
@@mikerinaldi7170 If he's fine with energy spent mining gold (for which he sees a clear use-case), I believe he will come around. If he's right about the next 10 years, there will be plenty of need for bitcoin.
I Liked this. But it was terrifying.
Pluto Return
Man & His Symbols
The end is nuclear. ☢️
If the US wants to call Russia's bluff and scare the hell out of the world all it has to do is raise the DEFCON level from 3 to 2. I agree with practically everything said here. I can't think of an exception st the moment.
What about DEFCON 1?
he was wrong on just about every single point of his Russia analysis, so how can you possibly agree with him?
@@genestone4951 I mean he did predict the Invasion is his book down to the rough timeframe of 2022 years ago so he seems to be going in the right direction
@@genestone4951 Germany stopping Nord stream 1, so his predictions are coming true, albeit with delay
Dude references a Seinfeld episode in an analogy at ~ 53:00. Amazing.
This movement from farm to city has been happening since the industrial revolution but that's happened at various throughout history
Yes but he is referring the mega growth of cities in the last 50 years. Los Angeles went from about 3 million to a sprawling metro of 13 million and that is a growth that is 250% more than the US average.
Australia has vast quantities of Aluminium, (Bauxite), Phosphate near Lake Ayre, coal and gas to make phosphate, iron Ore and Wheat. American's should invest in Australia where there are few restrictions for this investment!
Are you going to be a European nationalist Centered movement in Australia? If so, then yes I agree. If no. Well. We have the Russians to look forward to.
The United States and United Kingdom are the biggest investors in Australia, followed by Belgium, Japan and Hong Kong (SAR of China). China is the eighth largest foreign investor.
I disagree with Zeihan's take per TSMC not being strategically important. God forbid, if Taiwan was invaded, I assume that TSMC's advanced fab equipment would be sabotaged
I guess that can fit in china's plan as less competition for them... they try to make that industry totally domestic.
If they don’t sabotage it themselves, the US will do the deed via cruise missiles. Can’t let China monopolize tech at that level
But, TSMC doesn't make their tooling. They don't even design it. They licence it, and run it and refine the processes. It can be exported to another fab. It's why they are starting a fab in Az. Sure, if China invaded tomorrow and their fabs were shut down, it'd be a disaster for a while but they'd be back up and running somewhere else in two years or less assuming they have broken ground already. You *really* don't need to upgrade that GPU.
@@alexandermckay8594 the Taiwan experts would need to be evacuated to the US also. That might be difficult or impossible.
@@prst99 Well, it's not like there's a shortage of fab techs in AZ. Intel has a bunch. And there's Costa Rica, Israel, Indonesia, Japan. Taiwan isn't the only game in town
where does Peter Zeihan get his intel and content?
@ 56:20 - this is why CardanoADA is the reason why it absolutely needs to be the world currency exchange
So If they read their emails, they could have avoided war, If they wanted.
No. The war is a battle ground to test new technologies and create alliances in multipolar new world order. You plebs are so ignorant.
Exactly. He strikes me as someone who exhibiting hubris w comments about 'American supremacy' and how deterministic he is about the future which is, by definition, uncertain.
@@RDenholm22 it always annoys me to hear people talk about the future with terms like "this will happen, this military will do this, they'll lose here, they'll win there, such and such country will do XYZ.
In a real war the russian and chinese will use long range missiles and fire at their enemies and not use ships on seas, would you?
And that whould be
The last thing they
Ever did.
What role will new energy tec play?
@44:08 - 44:30
Interesting interview, not going to lie, but I kept getting strong globalist-agenda vibes in Zeihan’s framing of various events. Definitely enjoyed the conversation, but on topic after topic I would be following interestedly, and then shaking my head that this his conclusions seemed to leap to a very biased agenda. Anyway, my 2 cents.
Yeah, i too am suspect. I enjoy the analysis, and I do believe were headed for a hellish decade (his growth hypothesis in contrast) then i saw him wearing a Ukraine flag for tie and i was immediately taken back.