Invest Like The Best
Episode 123 The Future of Geopolitics
Invest Like The Best

Episode 123: The Future of Geopolitics

Invest Like The Best

Episode 123

The Future of Geopolitics

Peter Zeihan is a geopolitical analyst and author of The Accidental Superpower. We cover America’s changing place in the world, what makes for a strategically advantaged country, and four countries with a bright future.

[00:01:32] – Peter's model of the world

[00:04:05] – What makes for a strategically advantaged country

[00:05:35] – History of the Bretton Woods agreement and the order that it created

[00:08:47] – The security apparatus that has made globalization of manufacturing possible

[00:12:04] – The US’s pullback from being the naval police of global trade

[00:14:57] – How energy has played into America’s disinterest abroad

[00:21:52] – Moving towards global disorder

[00:24:55] – Characterizing factors that will impact countries in any collapse

[00:27:38] – How this manifest in physical conflict

[00:32:44] – How the new world order will end the ease of innovation we are accustomed to today

[00:34:13] – What gets the US to reengage before this new world order

[00:38:08] – Demographics that make a country prepared for this, Japan as an example

[00:40:57] – A look at China

[00:43:59] – What the story is about Argentina

[00:45:52] – How North America fares based on their geography and relationships

[00:49:50] – The trader wars that are currently ongoing

[00:52:17] – US political system

[00:56:15] – Most important policy issues moving forward

[00:58:27] – His view on American infrastructure

[01:00:33] – Technologies that interest him the most

[01:02:55] – What he is watching most closely in his research, starting with media

[01:05:59] – What are and should be the countries of the future

[01:06:55] – Kindest thing anyone has done for Peter

[01:07:32] – Favorite places he’s been

The Future of Geopolitics

Introduction

Patrick
My guest this week is Peter Zeihan. Peter is a geopolitical strategist who combines expertise in demography, economics, energy, politics, technology, and security to assess an uncertain future. Before founding his own strategy firm, Peter helped develop the analytical models for Stratfor, one of the world's premier private intelligence companies. I came across Peter via his great books, The Accidental Superpower and The Absent Superpower. We discuss America's changing place in the world and four additional countries poised to do well in the future. Spoiler alert, he believes the US is particularly well-positioned. While we don't discuss equity markets, per se, all of what we talk about will obviously impact companies across the world for the remainder of our careers. Please enjoy our conversation.

So Peter, this is a totally unorthodox conversation for me, given I'm normally talking about business and investing, but we're going to talk about sort of history, politics, geography, demographics, all sorts of interesting topics.

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com