India
country in South Asia
Named more than in passing in 12 episodes, from 2 September 2026 to 1 November 2026: Peter Zeihan 10 · Paul J. Warburg 2. Wikidata
2026 · 12 episodes
November 2026 · 1
18:12
Russia’s Oil Nightmare Just Returned IN FORCE
Paul J. Warburg
Russia faces a catastrophic financial scenario because its own data predicts oil prices will drop to $53 per barrel while it loses customers and production capacity. The point is, Russia already had their luck, and now their luck has run out.
October 2026 · 7
4:02
What Happens When China Runs Out of Water?
Peter Zeihan
The People's Republic of China is going to vanish in the next couple of decades. The People's Republic of China is going to vanish in the next couple of decades.
4:27
India Has Three Major Problems (At The Moment)
Peter Zeihan
The normal things that produce stability in India at the moment are offline and inverted to cause instability. You should expect this to get significantly worse before it gets better.
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.
6:27
The French Protests Were Inevitable
Peter Zeihan
France must cut social programs because its centralized system extracted resources from colonies to fund a welfare state that can no longer be sustained. The protests are inevitable because students and workers face a system custom designed to not cut spending that now has no money.
3:41
China Gets a New Base in Southeast Asia
Peter Zeihan
China is building a self-sufficient base in Laos to project power across Southeast Asia despite the high risk of conflict with Thailand. Thailand represents a significant strategic hurdle because it is the most capable country in the region with a history of resisting foreign control.
2:41
What Happens When India's Water Runs Out?
Peter Zeihan
We are looking at a water-driven calorie deficit in India within a decade or two that is just simply difficult to wrap your mind around. And it is nothing compared to the third one.
3:02
How Diesel Could Shape the Ukraine War
Peter Zeihan
If we actually go a six-month period or more where the Russians don't have enough fuel to keep their system operational from a military point of view, then we really have entered a new phase in this conflict. With the United States possibly about to remove the last remaining large supply of the global standards, that leaves the Russians completely high and dry.
September 2026 · 4
4:44
Can AI-Driven Robots Save Japan?
Peter Zeihan
Japan must develop autonomous robots because it cannot import labor due to racism and faces a massive workforce shortage. The project looks pretty promising as it merges long-term Japanese automation efforts with new frontier technology.
4:20
Back to the Glory Days of the Spice Trade
Peter Zeihan
The technologies of globalization are failing, and the system that has allowed the whole world to go wherever it wants and access any particle are breaking down. We're probably going to be going into a world where the single biggest impact is going to be a collapse in what we considered manufactured goods trade.
5:27
Global Shipping Comes Under Attack
Peter Zeihan
No country can defend all eight major transit choke points simultaneously. No nation or coalition can keep global sea lanes safe anymore.
21:55
China’s Biggest Problem Just Got SO MUCH Worse
Paul J. Warburg
China's water shortage puts them at a structural disadvantage against AI competitors and increases their incentive to provoke water conflicts. China's only real solution is geopolitical, potentially involving damming rivers or bringing water from Russia.