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 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 U.S. 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.

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

 

Show Notes

1:32 - (First Question) – His model of the world

4:05 – What makes for a strategically advantaged country

5:35 – History of the Bretton Woods agreement and the order that it created

8:47 – The security apparatus that has made globalization of manufacturing possible

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

            12:08 – The Absent Superpower: The Shale Revolution and a World Without America

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

21:52 – Moving towards global disorder

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

27:38 – How this manifest in physical conflict

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

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

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

40:57 – A look at China

43:59 – What the story is about Argentina

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

49:50 – The trader wars that are currently ongoing

52:17 – US political system

56:15 – Most important policy issues moving forward

58:27 – His view on American infrastructure

1:00:33 – Technologies that interest him the most

1:02:55 – What he is watching most closely in his research, starting with media

1:05:59 – What are and should be the countries of the future

1:06:55 – Kindest thing anyone has done for Peter

1:07:32 – Favorite places he’s been

 

Learn More

For more episodes go to InvestorFieldGuide.com/podcast. 

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag