Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future.
Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military.
With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.
Peter Zeihan is a critically-acclaimed author whose first two books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. His latest third title, Disunited Nations: The Scramble for Power in an Ungoverned World became available in March 2020.
For the past three decades our world has known ever-rising volumes of money. Whether from Wall Street, the Federal Reserve, Europe or East Asia, this rising tide of capital at ever-cheaper rates has defined the post-Cold War era. It’s ending. Now. For reasons geopolitical and demographic, the globalization of finance is in its final months just as the overall inflows are dissolving for reasons demographic. This isn’t momentary. We will not return the capital structure of the 2000s and 2010s within our lifetimes. The questions now become how deep the crash will be, which sectors will suffer the most, and what islands will be able to weather the coming financial storm?
Manufacturing is an endlessly specialized and complicated venture, with most manufacturers directly or indirectly sourcing components from around the country and world. But what if the ability to sail components from site to site becomes compromised? What if capital availability proves insufficient to update industrial bases as technology evolves? The successful manufacturers of the future will be those who can command access to raw materials, capital, labor and markets – within defined areas of proximity. Such days are nearly upon us. Differences in COVID recovery and demographic structures are intermingling with failing Chinese relationships to push manufacturing in an entirely new direction.
The concept of countries being able to buy and sell their wares openly on the international marketplace is inviolable. The freedom to sail one’s products around the world is a given. Everything from the transfer of money to the accessibility of energy is sacrosanct. Yet all this and more is artificial: an unintended — if happy — side effect of the American-led global Order. With that Order in its final days, all countries and all industries must learn to operate in a world as unstructured as it is dangerous. Join us as Peter Zeihan lays out how we got to where we are, and what the future holds for sectors as diverse as energy, agriculture, finance, manufacturing and transport.
The world as we know it is ending. Global trade and everything that comes from it — cheap Asian goods, international energy markets, global agriculture, stable finance — is about to unravel. Out of all this the Americans — cast in both the role of disruptor and survivor — are making decisions that will shape both themselves and the rest of the world for decades. Get a sneak peak at the future of energy, agriculture, finance, and the role America will play in the world to come.
Three pillars support modern China’s success: global trade, internal political unity, and easy money. With those three pillars, China has managed to shake 2000 years of war and occupation and remake itself as one of the world’s most powerful countries. Yet none of these three pillars can stand without American assistance, and that cooperation is ending. China’s “inevitable” rise isn’t simply over, it is about to go into screeching, unrelenting, dismembering reverse. But that’s hardly the end of history. When a country falls — particularly the world’s top manufacturing power — the ripples affect countries and industries near and far. Learn who benefits and who loses in a world without China.
Five recessions in nine years. A litany of debt debacles. Ossified institutions incapable of change. Rising populism. Refugee floods. Russians growling at the border. And that’s the good news. Despite a decade of crisis none of Europe’s problems have had their root causes addressed, and now time is simply up. Everything that makes modern, wealthy, cosmopolitan, democratic Europe possible is breaking apart, and the Europeans are about to lose far more than “merely” a decade. Discover what makes Europe tick, what is tearing it down, and most of all, what is next.
The Mideast wars have left the United States exhausted and leery. Immigration has become a four-letter word. Shale has severed most of the ties that bind. In sum, the United States has lost interest in the wider world and so is already hip-deep in a decade-long retrenchment. That will change not just the world, but America itself. Such evolutions will make next phase of American engagement not just more thoughtful and surgical, but also more lucrative.
Supply chains are shattering like toothpicks. Energy supplies face their greatest stress of the modern era. Global agriculture is being unmade day by day. Finance has peaked, and it is a long way down. Far from expanding out of control, populations are instead crashing. We face nothing less than the end of the globalized age. Are you ready? No? You’re hardly alone. Join us as geopolitical strategist Peter Zeihan lays out the end of the old world, and the beginning of the new.
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"Peter spoke at our Annual Conference and delivered a hard-hitting and insightful presentation on the geopolitical landscape. This provided our members with an understanding of potential investment opportunities for their organizations as well outlining risks involved within each region. His willingness to tailor his research to our specific group needs makes him an outstanding choice. Peter was our top rated speaker and simply fantastic!"
Association of Equipment Manufacturers
"The word amazing does not do Peter's presentation justice. He brought an increased energy level to our panel discussion as well. Both Peter's presentation and performance on the panel discussion were truly fantastic! A+ performance!"
National Fluid Power Association
"Peter Zeihan gave a remarkable and timely presentation on the rapidly evolving global economic and political scene at the 2014 IdeaFestival. Through an engaging, high energy speaking style peppered with insightful charts he was able to communicate a variety of important ideas and developments that were easily understood by a very diverse audience."
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