Transcript
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.