Episodios

  • Nvidia Purchases $5 Billion of Intel Stock || Peter Zeihan
    Sep 26 2025

    Nvidia announced a $5 billion purchase of Intel stock, but it's not the game-changer that the headlines are making it out to be.

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    Full Newsletter: https://mailchi.mp/zeihan/nvidia-purchases-5-billion-of-intel-stock

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    4 m
  • The Swiss Are Screwed || Peter Zeihan
    Sep 25 2025

    The Matterhorn, Nestlé Chocolate, and a long-standing history of neutrality, Switzerland has it all. However, the Swiss were too busy enjoying all those comforts and fell asleep at the wheel for the past few decades...

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    Full Newsletter: https://mailchi.mp/zeihan/the-swiss-are-screwed

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    6 m
  • Ukraine (And Everyone Else) Develops Glide Bombs || Peter Zeihan
    Sep 24 2025

    Ukraine has added glide bombs to its list of military ordnance, enabling Ukraine to send modified dumb bombs up to 100km away.

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    Full Newsletter: https://mailchi.mp/zeihan/ukraine-and-everyone-else-develops-glide-bombs

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    5 m
  • Everybody Wants to Bomb Qatar || Peter Zeihan
    Sep 23 2025

    Israeli airstrikes on Hamas targets in Qatar mark a significant shift in Israel's positioning in the region.

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    Full Newsletter: https://mailchi.mp/zeihan/everybody-wants-to-bomb-qatar

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    7 m
  • The Federal Reserve's Dilemma || Peter Zeihan
    Sep 22 2025

    The Fed is facing a catch-22. While they would typically lower rates when consumption and growth begin to slow, there are also competing policies that are shrinking the labor force and driving up costs via tariffs.

    Join the Patreon here: https://www.patreon.com/PeterZeihan

    Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserves-dilemma

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    4 m
  • Why Trump's Stance on Canada Makes Sense || Peter Zeihan
    Sep 19 2025

    The Trump administration’s tough stance on Canada isn't as novel (or as arbitrary) as it may seem.

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    Full Newsletter: https://mailchi.mp/zeihan/why-trumps-stance-on-canada-makes-sense

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    4 m
  • Syria and the Return of the March || Peter Zeihan
    Sep 18 2025

    Syria has been riddled with problems for ages, but will all that chaos boil up and spill over? The short answer is that it’s unlikely, but let’s unpack it.

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    Full Newsletter: https://mailchi.mp/zeihan/syria-and-the-return-of-the-march

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    4 m
  • Ukraine Hammers Russian Oil Infrastructure || Peter Zeihan
    Sep 16 2025

    The Ukrainians have ramped up strikes on Russian energy infrastructure, sending ripples through Russia's refining capacity and triggering fuel shortages. But what changes enabled this to occur?

    Join the Patreon here: https://www.patreon.com/PeterZeihan

    Full Newsletter: https://mailchi.mp/zeihan/ukraine-hammers-russian-oil-infrastructure

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    5 m