56:20 Absolutly the MOST personal information I've ever heard Peter Zeihan hold cort on in the 18 months I've been following his work. Maybe he's shared this before, but its the first time I have heard it. My compliments on asking a truly revealing question!

Two writers/speakers that are at the top of my list of favorites! What a treat it is to have both of you together for an interview!

Has to be the 1000th Peter Zeihan interview ive seen, but my first time seeing this channel...Robert is a fine interviewer. Will have to look for more

This is what mainstream media should look like, bring on experts in their field and let them talk and provide rationale beyond sound bites, interjecting questions occasionally to move the topics along

I must give Jack Carr credit; it seems that he has ceased interrupting Peter. Outstanding interview!

I am a Zeihanist

i listen to this guy last 10 years, as entertainment. not for prediction nor information.

Peter is my morning coffee.

I'm Filipino of Chinese extraction and I agree most of what Zeihan said, especially about China. But everybody has a blind spot and Zeihan blind spot is American politics and about Biden. His approach to Biden is so far off that its not funny. The fact he is willing to make that issue as a hill to die on is baffling. He is willing to lose his reputation for Democrats and that is a head scratcher, considering he is generally an above average intelligent person.

I loved the personal questions in the last 15 minutes - it explained much.

I am a Zeihan fangirl, but it is great to be a fly on the wall for this discourse between these two energy experts

His 2024 election predictions will make or break peter.

Peter’s political prognostications are generally subpar when it comes to domestic politics. This was the guy that insisted *the same week* that Ron DeSantis announced his bid for the GOP nomination, that Ron DeSantis would not pursue the GOP nomination. And he also, in this very interview, left out examples of his premises being wrong. He insists that the party out of power had always won the Midterms, since Reconstruction. There’s loads of examples of that not being true, one of the more obvious ones being 2002. Other examples where the White House kept control: 1978, 1966, 1962, 1950, 1942, 1938, 1934, 1926, 1922, 1914, 1906, 1902, 1898. And thats just midterms where the President’s party kept *both* houses. Which does not describe 2022. There are also quite a few where the WH party also gained at least in once house: 1962, 1934, 1906, 1902, 1898.

Love Peter. Never miss a poscast hes on or a book he's written or recommends.

Ookay...so Zeihan says the first $1T or so of deficit is basically free. But we're spending that about every 100 days now, and that burn rate is likely to accelerate. I feel like there's a serious underestimation of the problem

There's video clips from China Observer showing elementary schools' classes with only 2 to 3 students in 1 and 2 tier cities in the PRC post lock downs.

Came here for Peter Zeihan, staying for the host. A fine interview!

Angela Merkel was very unwise with her implementation of the green energy

07:00 four to five million housing units shortage: We've got several million people coming over the border every year. They'll all need a place to live. An overshared apartment at first, but they'll climb the economic ladder and need a real home eventually. We haven't built 5 million homes over the last 2 decades, we're not going to build 2-3 million homes per year every year going forward, it's too hard to site them in areas where the jobs are. I don't see a way out of this. Ever.

Once he said Biden will win in a land slide he lost me lol

Good show, GREAT questions. Interesting and to the point 💯👍

I first subscribed to this channel during Zeihan's first visit!

While Zeihan is very critical of Trump, even he states that industrial construction spending in the US began expanding in 2018, and that is when Trump was president.

GREAT INTERVIEW. BUT - You may have underestimated the significance of the debt. The Japanese have lot of savings and all the debt is an internal debt financed by their own banks. . Secondly Japanese have obiedient society and low inflation to smooth social problems. This is NOT the US case. So not enough that you see a lot of inflation coming for few important reasons you stipulated you may see :1.short term but abrupt deflationary collapses due to the asset bubble you tend to create (see US bonds, lots of commercial real estate, etc), 2. falling currency adding up to inflation, 3. huge interest spending on the debt resulting in either financial repression (too low interest to pay the debt) leading to even more inflation. HUGE IMBALANCES ahead with all the social problems associated.

Robert, you are blessed with knowledge, the first interviewer that keeps pace with Peter who I admire. Looking forward to more of your pedcasts. Tom Hubbard, River Bend, NC

Brilliant Interviewer brought out the best .. out of p z..

Capital costs coming down by the time Millennials are in mid 50s is the problem (in regards to housing) Saying this too shall pass is not going to give anyone hope when a major component of life progression and community investment isnt in place until so late in life due to forces outside of your control

I have heard that Germany started WW2 in 1939 because they had calculated they would run out of oil by 1945..... So they knew they had to invade Russia and get to the southern oil fields.... So...i think China has made the same type of calculation. They know they must act by a certain date or they will be finished....

I like Peter but sometimes he’s so wrong. The navy created to LCS to solve the battle group problem. The problem was they were over promised, and the ships underperformed and now we are building ships that immediately get sent to the scrap heap.

What heppens when the boomers start giving up their three bedroom houses for condos or retirement communities?

Barbari pirates were part of the Ottoman empire. That was a long time ago. The social norms back then were really interesting. You had Christians, Muslims and Jews. Pirates one time worked on trade ships and the other time on a pirate ship. It was a consequence of opportunities. North Africa had very little trade, so they had to do piracy. And in South Europe trade was strong.

Best guest possible

@28:00 the point that a carrier battlegroup is the wrong tool for deterring piracy/sea lane denial is incorrect... Our policy for dealing with these threats is just wrong-sized for the capabilities we have. The US carrier battlegroups could blockade any portion of global trade they wished, indefinately. If yhe US closed the red sea to Russian/Iranian/Chinese shipping until yemeni attacks stopped, I guarantee Russia/Iran would rather have their oil money than have further destabilization in the middle east.

He’s a generalist, that’s why I have trust in him, too many specialists with myopic narrow fixed views

My Mom is 84. She smoked for 67 years and didn't live healthy. Her short term memory was fried during a long surgery. But if you talk to her about anything intellectual she is sharp as a tack. And maybe, just maybe, Biden works 80 hours a week so the stress is taking its toll. Remember how screwed up young GW was? After his presidency, that crap went away. Of course, Trump played golf - or blabbed away at a microphone - for a good chunk of his presidency. Funny, with all of the shit Trump is forced to deal with now, he is becoming just like Biden and Bush.

What a way to tell GenZ sorry, but you’re not going to be able to afford anything in the next 10 years! Makes me feel like I’m contributing greatly to this economy while getting nothing in return! Me being a Genzr waking up at 5AM in the construction industry every morning

Robert Bryce is one of the very few interviewers I ever see actually taking notes! For me that is the mark of excellence. But I'm baffled by the relatively small number of subscribers given the quality of the guests and the seriousness of the content. If I had to guess I would suspect that Robert Bryce is perceived to be somewhere on the right given his views on energy and on "renewables" so-called, and may therefore be held down by the YT algorithm.

Excellent interview

Great interview and interviewer

Always interesting to listen to.

I like Peter

Tom Petty wanted to escape from Florida and when he saw the Beatles on Ed Sullivan he thought: "Music is the way out...."

56:55 I didn’t like being in front of crowds so I went into public speaking 🤣🤣🤣

it concerns me how certain peter is about his views

Question: how much more expensive is LNG compared to natural gas by pipeline per unit of energy?

Peter loves the big state.

I agree you with Robert Gates and Ian Bremer as people who have a good understanding of the world.

I am a huge Peter Zehein fan!! Thank you!

So awesome he mentioned Robert Gates, I was fortunate enough to be around him and his wife, great people.

Peter, how do you feel about brazil's dictator?

The US election is more unpredictable than Zeihan expects. He's not accounting for silent voters who don't participate in polls. And, the people of America will NOT willingly put Biden through 4 more years of degredation. I wouldn't underestimate this.

36:00 Micheal Flynn is oddly absent from this conversation.

I'd forgotten about Rex Tillerson. Two crude refineries are over a hundred years old. We need a modern refinery for more jetfuel and less solvents and lubricants to shut those grandfathered plants.

“I’m NOT a partisan!” says the man, shaking his head. Something tells me you are!

I wouldn’t count on India for anything. They seem to be out for as much as a free ride as they can-even on China!

18:45 In fairness Michael Moore did have to go on a big _"I Didn't Make That Fuggn Movie!"_ tour 😹

His 10 year Real estate investment doesn't make sense when the same time as baby boomers are relinquishing housing occupation.

It’s has been a incredibly warm winter so far here in Europe.

Will listen when Peter Zeihan is talking

With all of the political dysfunction and civil rights dismantling going on in the U.S., I'm often depressed - that is, until I listen to a Zeihan presentation. Then, the Bull saves my psyche.

A major problem in the garment industry is overproduction. if the garment industry was simply able to take orders and then produce the garment, there would be an incredible amount of savings

The only reason all the investment in our “industrial sector” is inflationary, is because the money was just printed by the federal government through the second Covid relief act and the inflation acceleration act. If that investment had come from real capital already in existence and in circulation within the economy, the investments would not have the inflationary effect that we have been witnessing. I put industrial sector in air quotes because the investment has been very selective based on government directives. As the result, the investments have been far less helpful and productive than they would have been If real demand in the economy drove them. First and foremost was killing the Keystone pipeline and following Germany down the rathole on stupid alternative energy investments.

Predictions and conclusions are never the point. Peter's WAY of thinking (and his ability to communicate that) is why he is so popular. US media is unacceptably superficial. An American who takes a big picture approach is worth their weight in gold.

Purely constructive comment and please don’t take this personally: you interrupt Peter far too much. You can see the frustration on his face and, let’s face it, we’re all here to listen to him.

You don't have to have an 'eidetic' (photographic) memory to have an excellent memory and even more importantly have a strong gift for organizing, correlating, and connecting information together. As an analogy an 'eidetic' remembers exactly what page and what part of the page a particular paragraph is and what it says. That doesn't mean an 'eidetic' isn't also 'smart' but it isn't a given that remembering something correlates with understanding the ramifications of the information.

Why can't NATO provide the 800 ships ???

Blowing my mind, again andagain

We never had more than 600 ships in our modern navy? how could we need 800 destroyers now?

The electrical transmission issue is so annoying. The NIMBYs are ruining it. In Wisconsin, they are trying to run a big transmission line through the SW part of the state to get Iowa wind power and the NIMBYs are just obnoxious. It is open farmland, it won't be ruined with high voltage lines run across it.

What does Peter Zeihan think of Davos?😊

I really don't understand what's the thesis here for the sudden collapse for Chinese manufacturing. The plants won't suddenly disappear. The workforce ages, yes, but how does that mean that the services suddenly disappear?

Man Peter, the cops in Morrison really suck.

if neither party can come up with a better candidate than what they have selected in the last several elections it is time to get rid of both parties.

A small drone taking out a carrier lol

Running any lines at all by any means is DOA bc the environmentalists will scream about the small animals being effected and to transport solar and wind we need OIL

I love how Peter doesn’t even dignify crypto as a talking point now

Great post - but please call it CONdensate, not conDENsate.

Ya, Bush Sr was the real deal. It should be a pre requisite to be president, his resume was perfect. You can't just be a politician to be president, you need to have done some serious sh!t to be president

I tried central Mexico we failed and returned to Vietnam. Trying to get staff was met with a socialist attitude but more expensive than socialist Vietnam. Since then we are 50% way to automation and this year will research Texas for our 'Americas' territory and retain Vietnam for Europe and Asia. I like to think manufacturing in Texas would be great but we would have to bring our technical engineer for setup and training and another barrier is the USA regulation, I am British and have met with entering the USA despite traveling there worry free since 1986!

It is extremely unlikely that China's liquid fuel misiles were filled with water. The fuel is caustic and therefore the missiles are not stored fueled. They are fueled prior to use. It is also difficult and dangerous to defuel a missile once fueled. As such, there is no reason to put water in the fuel tanks. Also, the vast bulk of ICBMs are solid fuel missiles. There may be some older shorter range ballistic missiles that are still liquid fueled. This is speculation, but there is an expression of saying something is full of water to mean it doesn't work. It originated with boats that were "filled with water" and can not move forward or back or only do so sluggishly.

Took the Titanic longer to sink...

If there's one question that i'd love answered (and I don't think that it will get answered correctly) is how much influence Russia has on politics in other countries. I know they try to meddle. However, do they meddle SUCCESSFULLY? I think that people conflate the two.

They haven’t mentioned Fervo! Their electric generation con move the needle.

Customer assistance at Walmart has better audio that Zeihan! He really needs to get a better microphone!

Actually I believe the Lusitania sunk much faster than the Titanic.

You never have to patrol the entire Pacific Ocean because the sea lanes are in specific areas ships go from point A to point B for economy

What about RFKJr???

TDS!

12:09 The gas for the Nort Sea does not, in any way, go to Sweden. Most of it goes to Norway. Some goes to UK and NL. And at tiny bit goes to DK.

Both completely wrong on Biden and Trump, very interesting in all the other subjects

DTS!

9:58 it’s an effort.

Zeihan doesn't like Trump ... Keep that in mind ...

why anyone would think Kennedy is going to gain any traction is beyond me

A quadrillion in debt has to catch up to the US

I read the Chinese rockets filled with water story, was debunked since they don't fuel rockets until just before launch. Is Peter wrong here?

For the record. A metric shitton is 200 shits more than a imperial standard shitton.😂

In 30 years the US becomes Japan, I will consider it a win. Japan still runs a civil society. We could end up as Zimbabwe.

In the two PZ podcasts I've listened to, he's contradicted himself twice. One time in a way that borders on the absurd- Real Estate. Very knowledgeable guy nonetheless.

Also each of US Citrix en is twice as big as Europeans so that also counts for something