This Is The Way The World Ends (w/ Zeihan & Gertken)

This Is The Way The World Ends (w/ Zeihan & Gertken)

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?

The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.

--

Timestamps:

(00:00) - Welcome and Setup

(02:05) - Reunion at the Table

(03:11) - Episode Premise and Format

(04:22) - Zeihan on Deglobalization

(06:42) - Energy Shock Fallout

(08:52) - Demographics and Demand Crash

(11:03) - Deflation vs Inflation Debate

(16:25) - Drone Warfare Dark Turn

(18:21) - Semiconductors Reality Check

(27:27) - Marco Goes Nuclear

(30:10) - Russia Collapse Scenarios

(33:18) - Nukes Spread and Ukraine Endgame

(35:31) - Supply Chain Shockwaves

(36:34) - Putin Hell Bar Joke

(37:18) - Europe Expansion Debate

(39:26) - EU Becomes Military Union

(40:37) - Post Putin Chaos Risks

(43:08) - Russian Elite Succession

(44:27) - Civil War Nuclear Fear

(47:34) - China Fills The Vacuum

(52:26) - Taiwan Timeline Scenario

(53:59) - Drones Nukes And Invasion

(56:43) - Deterrence And Flashpoints

(01:03:34) - China Demographics Clash

(01:05:15) - Depopulation Not Disaster

(01:06:14) - Black Plague Lessons

(01:07:11) - Automation Versus Depopulation

(01:07:22) - Japan China Depopulation Debate

(01:09:31) - End of Nation State

(01:11:18) - Shocks and State Capacity

(01:12:04) - Broken World of More

(01:13:07) - Knowledge Networks Collapse

(01:14:31) - Affluence Feudalism Demand

(01:16:51) - Brittle AI Chip Supply

(01:21:39) - Ingenuity Gap Reversal

(01:23:34) - Rapid Fire Predictions

(01:35:47) - State Versus Tech Showdown

(01:40:24) - Wrap and Break

--

Referenced in the Show:

https://zeihan.com/

--

Jacob Shapiro Site: jacobshapiro.com

Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

Jacob Twitter: x.com/JacobShap

Jacob Shapiro Substack: jashap.substack.com/subscribe

--

The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

--

Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

--

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(75)

The King of Israel

The King of Israel

It's been a minute. Marko and Jacob are back after a long gap, and not much has changed: the Hormuz standoff drags on, the war in Ukraine grinds forward, and the stock market shrugged it all off. Mark...

12 Elo 1h 22min

Lessons Learned

Lessons Learned

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them ...

31 Heinä 1h 27min

What We Got Wrong About The World Cup (A LOT)

What We Got Wrong About The World Cup (A LOT)

The cousins reconvene with the BCA brain trust - Juan Correa, Robert Tipper, and Jeremie Peloso - for the World Cup post-mortem. The model called all four semifinalists but missed champion Spain, so t...

24 Heinä 1h 22min

Operation Fun Run

Operation Fun Run

Iran again. Yes, again :( nobody's thrilled, but that's the content. The cousins break down a week of tanker attacks, retaliations to retaliations, and a 20% toll that became "great investments" in 24...

15 Heinä 55min

A Little Belgium Cherub Gets to Pee in Trump's Pool

A Little Belgium Cherub Gets to Pee in Trump's Pool

Iran, Hormuz, another tanker on fire - sure, fine, but the real question is: what's actually driving the behavior here, and it's not the diplomacy everyone keeps quoting. Marko and Jacob argue it out:...

8 Heinä 1h 26min

16 Books That Shaped Us

16 Books That Shaped Us

It's the Book Episode!!! Marko and Jacob turn their usual geopolitical sparring into a book draft: eight titles each, no rules, no rankings, just the texts that actually built their analytical muscle ...

6 Heinä 1h 30min

The Esprit de Corps of Buc-ees

The Esprit de Corps of Buc-ees

Drones aren't a technological revolution - they're a pain-tolerance equalizer, letting Ukraine strike refineries deep inside a country that never planned to defend them. Jacob and Marko trace the defe...

27 Kesä 1h 8min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-inderes
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
rss-porssipuhetta
rss-ammattipodcast
rahapuhetta
sijoituspodi
rss-oivalluksia-rahasta-elamasta
pomojen-suusta
rss-karon-grilli
rss-kaupan-tila
rss-hilden-kaira
rss-porssipodi
oppimisen-psykologia
rss-paasipodi