Canada
country in North America
Named more than in passing in 8 episodes, from 3 April 2025 to 27 October 2026: Peter Zeihan 7 · Paul J. Warburg 1. Wikidata
2026 · 7 episodes
2025 · 1 episodes
October 2026 · 5
25:39
China Just Lost Its Best Chokehold On The Global Economy
Paul J. Warburg
China's long-term strategic hold on the global economy through rare earth metals is ending because its heavy rare earth supply is finite while other nations have untapped reserves. The geopolitical landscape is reversing as China faces a genuine supply shortage of heavy rare earths while the world develops alternatives.
3:46
Oil Pricing Is Going Crazy
Peter Zeihan
A severe break in the security environment allows the market to function differently. By the time we get to the end of the year, unless something is resolved politically, we're going to be looking at outright breaks in supply lines.
6:18
The Great Oil Split Has Begun
Peter Zeihan
The United States has a functional ceiling on its energy prices of around $70 while Europe and Asia pay double or triple that amount due to transport disruptions. This fragmented market state is going to be the norm for the bulk of the next 20 years.
5:44
Does China Have a Succession Plan
Peter Zeihan
If Xi dies tomorrow, there simply isn't an institution, much less a personality, who could potentially step forward and take over his role. The best case scenario is that Xi becomes the new Yeltsin or Brezhnev and remains just alive enough that he can be propped up in a chair and wave to the crowd every once in a while while everything slowly disintegrates around him.
7:56
How To Ban Diesel Exports
Peter Zeihan
Export bans without infrastructure changes create oversaturation that reduces domestic energy security. The conversation is misplaced until distribution systems are fixed alongside any bans.
September 2026 · 2
3:04
Project Vault Doesn't Solve the Mineral Problem
Peter Zeihan
Project Vault fails to solve the mineral problem because most critical materials processing is done in China. Without diplomacy to secure resources from Canada, Australia, and Brazil, the initiative remains a rounding error.
5:29
Trade War Revival: Trump, Canada, and Tariffs
Peter Zeihan
The US cannot reindustrialize under current conditions because uncertainty prevents investment. We are farther away from clarity now than we were in January of 2025.
April 2025 · 1
4:17
Auto Tariffs and the Art of Routine Vehicle Maintenance
Peter Zeihan
The new tariff policy will drive up vehicle costs significantly. The cumulative effect of these tariffs could easily see automobile costs going up by $10,000.