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FULL Leadership Series: Leaders of the Present and Recent Past [Peter Zeihan, Zeihan on Geopolitics]

F
China:
  • Ruled by Chairman of the CCP Xi Jinping, who is effectively a dictator for life.
  • Geographically diverse with distinct regions, customs and identities.
  • Centralizing control, while allowing local autonomy must be balanced to rule.
  • Purge of power centers and dissent stamped out under Xi Jinping.
Russia:
  • Ruled by Vladimir Putin since a KGB coup in 1982.
  • Supported by an extremely small and concentrated elite, partnered with organized crime.
  • Limited sources of information makes Russia prone to ossification and policy errors.
  • Russian assault in Ukraine motivated by fear of invasion, which could lead to complete state collapse.
Saudi Arabia:
  • Millennial leader Muhammad bin Salman likely to be in power for the next 50 years.
  • Resources to rally allies against Iran, and a post-American Middle East could make his goal of destroying the Iranian state more achievable.
U.S. Presidents:
  • Bill Clinton: Highly intelligent and easily distracted leader who led from behind and followed public opinion.
  • George W. Bush: Brainiest cabinet ever, delegated authority to reshape the world, management style changed after 9/11.
  • Barack Obama: Ran on Charisma, lacked a grown-up job, out of his depth once in office. Led to the rise of Donald Trump.
  • Donald Trump: Embraced the party, ran on policy and Limelight, but lacked follow-up and management skills.
  • Joe Biden: Been in the Senate since the Crusades, guided by ideology, and is the most engaged president in 13-14 years. Understands the power of government and trusts the tools of State.

You can watch the full FULL Leadership Series: Leaders of the Present and Recent Past on YouTube – Published January 12, 2023

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A Toasty Winter in Europe [Peter Zeihan, Zeihan on Geopolitics]

A
  • Unusually warm temperatures in Europe have caused a decrease in energy demand as heating is not as necessary.
  • This has freed up energy for industrial needs, allowing for nitrogen fertilizer production to come back at scale.
  • Further east in Ukraine, the mud season is being extended due to the warm temperatures, preventing the Ukrainian military from carrying out an offensive.
  • This weather has been beneficial for Western and Central Europe and has provided a pause in the Ukraine war.

You can watch the full A Toasty Winter in Europe on YouTube – Published January 11, 2023

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Changing Tides in the Chinese System [Peter Zeihan, Zeihan on Geopolitics]

C
  • China is facing demographic and economic collapse within the decade.
  • Technological restrictions from the United States are likely to cripple their tech sector.
  • Their energy sector is completely dependent upon access to the Middle East.
  • Their financial and agricultural sectors are in disarray.
  • The Chinese have resorted to aggressive, hateful nationalist propaganda.
  • Zhao, a spokesman for the Ministry of Foreign Affairs and the face of China on the international stage, was recently demoted.
  • This may be an indication that China is realizing they need to change diplomatic gears in order to survive.

You can watch the full Changing Tides in the Chinese System on YouTube – Published January 7, 2023

 

Mexican Cartels: The Fallout of El Chapo [Peter Zeihan, Zeihan on Geopolitics]

M
  • Ovidio Guzman, son of former cartel head El Chapo, was arrested in Mexico and taken to Mexico City ahead of the Biden administration’s presidential visit.
  • El Chapo’s cartel was the most powerful organized crime group in the world, due to its light-handed approach and focus on not preying upon the locals.
  • After El Chapo’s arrest, the cartel fractured into several local warlords, led by El Mayo, who is the most powerful but does not control the majority of the cartel.
  • El Chapo’s three sons, one of which is Video Guzman, have risen to power and are engaged in a power struggle.
  • The Mexican government has attempted to apprehend Ovidio Guzman before, but the operation was unsuccessful and sparked a riot. This time, they were successful and took him to Mexico City.
  • The speculation is that the Mexican government is attempting to make a peace offering to the Biden administration.
  • The most concerning part of the drug war is the hyper violent Jalisco New Generation cartel, which is challenging the other cartels for control of the transfer plazas on the border.
  • If they succeed, it could change the political discussion within the US and between Washington and Mexico City almost overnight.

You can watch the full Mexican Cartels: The Fallout of El Chapo on YouTube – Published January 7, 2023

 

Demographics Part 4: The European Breakdown [Peter Zeihan, Zeihan on Geopolitics]

D
  • Europe can be broken into four pieces: France and the Scandinavian countries, Germany and its surrounding countries, Spain and Portugal, and the Orthodox world (Serbia, Bulgaria, Romania, Belarus, Ukraine, and Russia).
  • France and the Scandinavian countries were late to industrialization, but they have proven far better at adapting to it due to their geographic advantage of having more “elbow room” and their pronatalist policies.
  • The Germano-centric countries have been part of an earlier wave of industrialization before WWII and are heavily urbanized, but there hasn’t been room for children for decades, resulting in an inverted population pyramid.
  • Spain and Portugal were very late to industrialization, but their bulge is in their 40s instead of nearing their 60s, giving them at least another 20 years before running out of working age adults.
  • Central European countries like Estonia, Latvia, Lithuania, Poland, Hungary, Slovakia, and the Czech Republic didn’t start to develop until the 1990s, and their bulge is in their 30s and 40s, giving them another 20-30 years.
  • The Orthodox world (Serbia, Bulgaria, Romania, Belarus, Ukraine, and Russia) is so fundamentally different in terms of population numbers that it requires separate treatment.

You can watch the full Demographics Part 4: The European Breakdown on YouTube – Published January , 2023

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EV’s Not-so-little Dirty Secret(s) [Peter Zeihan, Zeihan on Geopolitics]

E
  • Electronic Vehicles (EVs) are not likely to be a significant part of our transport future for at least the next decade, due to their high energy consumption, high costs and limited power capabilities, compared to conventional vehicles.
  • The world has never been able to double the amount of resources needed in a 10-year period, which is what would be necessary to increase production of materials such as lithium, copper, zinc, chromium and molybdenum by a factor of 10.
  • The Russian and Chinese economies are in decline, meaning material production and processing capacity will be lost.
  • Tesla stock has dropped significantly due to Elon Musk’s erratic political views, the fact that Tesla is priced like a technology company when it is really an automotive company, and the global capital crunch.

You can watch the full EV’s Not-so-little Dirty Secret(s)by Peter Zeihan on YouTube – Published January 4, 2023

Global Currency: The Dollar Ain’t Going Nowhere[Peter Zeihan, Zeihan on Geopolitics]

G
  • The US power is not a result of its position as the Global Currency, but the other way around.
  • BRICS is a grouping of 4 large developing economies, but has produced no meaningful policy.
  • For the US dollar to be dethroned, a new currency would have to be able to manage global trade, be huge and not care about the value of the currency in any given day.
  • No country has the ability to meet all these criteria, and thus the US dollar is not in danger of being dethroned.
  • Anti-American sentiment and lack of math and history understanding leads to the continued persistence of this idea.

Visit the Zeihan on Geopolitics YouTube page to view the full length original vlog. Published January 3, 2023

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2023: Cheers to a New Year of Disruption [Peter Zeihan, Zeihan on Geopolitics]

2
  • The world has undergone globalization, urbanization and demographic changes since 1945.
  • 30 years ago, the Cold War ended and countries previously excluded from the globalized system joined in, leading to increased growth.
  • Now, the majority of Baby Boomers are aging into mass retirement, leading to a decrease in markets, capital and working adults.
(more…)

Where in the World: Adair and Winds, pt. 1 [Zeihan on Geopolitics]

W
  • We are in an era of climate change, with more dramatic shifts in wind currents than temperatures.
  • Agriculture is more vulnerable when there is one wind source of moisture, rather than two.
  • 5 zones on the planet get their moisture from both a jet stream and a monsoon: American Midwest, Argentina, France, New Zealand, and the fifth is …I forgot.
  • Shifts in wind currents can lead to either increases or decreases in precipitation, which can have an impact on yields.
  • Data from the American Midwest and New Zealand shows that yields may be increasing due to two wind sources of moisture.

Visit the Zeihan on Geopolitics YouTube page to view the full length original vlog. Published December 30, 2022

What We Learned in 2022 [The Free Press]

W
  • Sebastian Junger on underdogs: Empires don’t win every war.
  • Thomas Chatterton Williams on self-restraint: Learning to hold my tongue (and tweets).
  • Masih Alinejad on freedom: The future (in Iran) is female.
  • Jennifer Sey on marriage: Putting my marriage first.
  • Jay Bhattacharya on government power v. people power: Government power v. people power.
  • Alex Perez on real friends: Who my real friends are.

Click HERE for original. Published December 29, 2022

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