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“Crazy little thing called Geopolitics” - Panel discussion with Peter Zeihan

Originally done in Oct 2023 in Mexico City

I have seen other video's of Zeihan and he has a very realistic outlook on the Green policies. It turns out the guy can add and has read some History.
 
I didn’t to start another thread, but Peter Zeihan spoke to the Tugboat Institute (I can’t believe it’s a real thing) earlier this year.

It’s an hour long but to sum up:
  • It’ll be worse before it gets better.
  • Canada isn’t as badly off as we (on here) think.
  • I wouldn’t advise buying property in Australia.
  • China and Germany? They’re F’d.

 
Dimsum, great piece by Zeihan…he’s quantifyingly excellent!

Wow…China…China Syndrome indeed…

Edit to add: great analysis of the balloon and Russian/Chinese banking isolation as well.

Edit#2: re: 56:00…consider buying into Nutrien Inc. or other source of investment in potash…
 
Last edited:
I didn’t to start another thread, but Peter Zeihan spoke to the Tugboat Institute (I can’t believe it’s a real thing) earlier this year.

It’s an hour long but to sum up:
  • It’ll be worse before it gets better.
  • Canada isn’t as badly off as we (on here) think.
  • I wouldn’t advise buying property in Australia.
  • China and Germany? They’re F’d.

Thanks for that.
 
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