What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan
Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top...
16 Sep 20244min
The Self-Inflicted Downfall of Mexican Energy || Peter Zeihan
Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, togethe...
13 Sep 20244min
Will the Far-Right Take Over Germany (Again)? || Peter Zeihan
German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is y...
12 Sep 20245min
Telegram and the Limits of Freedom of Speech on Social Media (Part II) || Peter Zeihan
Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the s...
11 Sep 20246min
Should Freedom of Speech Extend to Social Media? (Part I)
Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the kne...
10 Sep 20247min
The Geopolitics of Wine || Peter Zeihan
Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery. Full Newsletter: https://mailchi.m...
9 Sep 20246min
China Will Soon Lose the Title of "World's Manufacturer" || Peter Zeihan
Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and ag...
6 Sep 20244min
Deglobalization's Impact on Global Food Exports || Peter Zeihan
Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends? ...
5 Sep 20246min
