Japan
island country in East Asia
Named more than in passing in 14 episodes, from 3 April 2025 to 2 November 2026: Peter Zeihan 11 · Paul J. Warburg 3. Wikidata
2026 · 13 episodes
2025 · 1 episodes
November 2026 · 1
5:38
The Paris Accords Can't Stop Climate Change
Peter Zeihan
The Paris Accords cannot stop climate change because they lack necessary funding and rely on a globalized system that is now breaking down. By the end of the century, we need to be starting to consider things like five and maybe even six.
October 2026 · 6
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.
19:38
China Just Got Some Terrible News
Paul J. Warburg
China is afraid of losing Western markets and will not use coercion tactics that threaten its economic survival. Today, China, which traditionally has been more adversarial, finally got a really good check put in place on them.
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.
31:48
Russia's Banks are Now Preparing for Sudden Collapse
Paul J. Warburg
Russia has entered an economic trap eerily similar to Nazi Germany towards the end of World War II. Russia is destroying its economic future by continuously degrading its system into a slow-moving car crash with no growth.
5:44
Building Out the Power Grid: Large Power Transformers
Peter Zeihan
The United States cannot expand its grid by 50% to support reindustrialization because it lacks domestic large transformer production and faces severe permitting delays. Without significant changes in federal policy and domestic manufacturing, the US will fail to maintain its grid or reindustrialize.
September 2026 · 5
3:31
The AI Race: U.S. vs. China
Peter Zeihan
China cannot compete in AI because export restrictions prevent them from building the necessary high-end hardware. The structural issues regarding data and ethics are irrelevant because the race comes down to hardware access.
5:47
The Geography of… Bear Attacks
Peter Zeihan
Japan has seen hundreds of bear attacks this year due to demographic shifts and aggressive species. American black bears are scavengers scared by noise, while Asian bears view humans as intruders.
3:40
Prize Courts Revived for Iran Seizures
Peter Zeihan
The prize court system is being set up in the southern district which includes Houston. This could mean that the rest of this year is going to get really interesting.
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.
4:28
Why a Russian-Chinese Pipeline Won't Happen
Peter Zeihan
The Chinese see the Russians as backwards barbarians and the Russians see the Chinese as peasants. Whenever Putin and Xi get together, the conversation always is, hey, let's do a pipeline.
August 2026 · 1
6:04
The U.S. Chooses Favorites: North Korea over South Korea
Peter Zeihan
The United States is abandoning South Korea, forcing it to develop nuclear weapons and triggering a regional arms race. The strategic balance of peace in Northeast Asia is ending because South Korea will likely build a nuclear weapon.
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.