Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI.
Follow Peter @ZeihanonGeopolitics.
00:00 - In this episode
01:05 - Why do you believe in China’s impending collapse?
02:46 - Is China vulnerable to external conflict?
03:53 - Could Trump’s tariffs open up new markets for China?
05:08 - Could China’s supply chain be what keeps it afloat?
06:05 - Are you bullish on Apple?
09:10 - Who are you bullish on?
10:11 - Does this present an opportunity for Europe?
10:39 - Can immigrants fill the gap left by an aging labor force?
12:11 - Who has the most favorable demographic outlook?
15:07 - How do you see the Russia-Ukraine conflict unfolding?
16:45 - Were the Americans behind this?
17:36 - Give us the state of play of the Russia-Ukraine conflict.
20:00 - What are some of the new battlefield technologies?
21:10 - Where do you see the next conflict forming?
22:12 - Do they still have the capacity to wage more war?
23:02 - What’s your take on the India-Pakistan situation?
24:17 - You predicted Biden would be reelected. Why?
25:22 - What helped Trump win the election?
27:41 - What regions in the U.S. are likely to be the winners and losers?
29:05 - Why does the U.S. need a strong industrial base for the future?
30:16 - What are your thoughts on Latin America, specifically Brazil?
31:01 - What allies should the U.S. be focused on building stronger relationships with?
32:19 - You said AI isn’t going to happen. Why?
33:56 - Which energy technologies are you bullish on?
39:35 - What’s your origin story?
40:57 - What is it you do?
41:09 - Is what you do similar to Ian Bremmer’s Eurasia Group?
41:46 - Do you have kids?
41:56 - Do you think people should have kids in today’s America?
42:34 - What are your go-to sources for information?
44:15 - Why aren’t you on TikTok?
45:37 - What advice do you have for someone launching a similar firm?
47:10 - If you were starting now, what would you change, and why?
47:31 - Who had the biggest impact on you early in life?
48:14 - Where do you put your money?
49:37 - What’s the best advice you’ve ever received?
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