This video was recorded before Peter left on his New Zealand trip

Western sanctions against Russia aim to restrict revenue flows by barring access to Western shipping, banking and insurance...but there's one more step that could be taken to put the final sanction nail in the Russian coffin.

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Full Newsletter: https://mailchi.mp/zeihan/the-two-sided-coin-of-russian-sanctions

Most of us think of real estate as a solid investment, and a good chunk of the Chinese population thought the same, but things aren't always what they seem.

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With a glacier as the backdrop for this video, I figured it only appropriate to discuss resource exploitation, Arctic shipping, and agriculture as it relates to climate change.

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Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-climate-change

Trump had a fat stack of executive orders waiting to be slammed down onto his desk as soon as he took office. One of those was his designation of Mexican cartels as terrorist groups, which will have some unintended consequences.

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Hello to all our newsletter members! We’re excited to announce that our next Live Q&A is on February 7. If you were looking for an excuse to upgrade to The Analyst tier, here is your reason...

In addition to getting access to the Live Q&A and all the premium content, you'll also be helping a good cause. All new Analyst tier membership fees for the first three months of 2025 will be donated to: https://www.lafoodbank.org/

Peter will be answering a mix of questions submitted ahead of time and questions submitted live, so you don’t want to miss out! Once you join The Analyst tier, you’ll be able to register for the Q&A, submit your questions, and join in on the conversation.

You’ll also get a recording of the Live Q&A to watch at your leisure! Why not treat yourself to an early Valentine’s gift and help others in the process…

We’re excited to see you there!

There are two primary trends that continue from this past summer: the Ukrainians are maintaining their offensive in the Russian region of Kursk, while Russian troops are continuing their slow slog toward the Ukrainian city of Pokrovsk.

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Full Newsletter: https://mailchi.mp/zeihan/its-time-for-an-update-on-the-war-in-ukraine

Today, we're talking about America's Gen X, aka the best generation, and our role in the US economy moving forward. Let's look at the current situation and what to expect in the coming decade or so.

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Full Newsletter: https://mailchi.mp/zeihan/boomers-xers-and-budgeting

Javier Milei, Argentina's President, has been leading the country for a year now. So, let's review what he has been able to accomplish in that time.

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We've discussed what TSMC is up to in a recent video, so let's look at what another big name in the semiconductor space -Intel- is doing to keep up.

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Full Newsletter: https://mailchi.mp/zeihan/intel-keeps-playing-catch-up-with-tsmc

A potential US recession or depression is always in the back of our minds, but how close are we really?

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Full Newsletter: https://mailchi.mp/zeihan/the-next-recession-isnt-here-quite-yet