Podcast Summary: Peter Zeihan on De-Globalization, The Ukraine War, Climate & More
Link to full podcast summary: Peter Zeihan on De-Globalization, The Ukraine War, Climate & More
Podcast Summary:
In Joe Rogan #1921, Joe Rogan and Peter Zeihan discuss how the Ukraine War might end, the winners and losers of de-globalization, climate change, cryptocurrencies and more.
Key Takeaways:
The Ukraine-Russia War is just the beginning of a multi-year, potentially multi-decade conflict
From the perspective of Russian history, there is nothing unique about this war. Russia performs poorly in the first year of a conflict, at which time they throw bodies at the problem until it goes away
Peter Zeihan expects both Russia and China to deteriorate significantly within the next decade
The two most vulnerable parts of the global trade system right now:
Energy Transportation
Food Production
Due to the United States demographic, economic, and even geographic structures, the country will emerge relatively unscathed from the changing world order
COVID emphasized the need for the simplification of reliable supply chains. Supply chains will move closer to home
The Inflation Reduction Act outlined re-industrialization policy in the United States
Manufacturing jobs return to USA + Mexico