Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics.

00:00 – In this episode 01:05 – Why do you believe in China’s impending collapse? 02:46 – Is China vulnerable to external conflict? 03:53 – Could Trump’s tariffs open up new markets for China? 05:08 – Could China’s supply chain be what keeps it afloat? 06:05 – Are you bullish on Apple? 09:10 – Who are you bullish on? 10:11 – Does this present an opportunity for Europe? 10:39 – Can immigrants fill the gap left by an aging labor force? 12:11 – Who has the most favorable demographic outlook? 15:07 – How do you see the Russia-Ukraine conflict unfolding? 16:45 – Were the Americans behind this? 17:36 – Give us the state of play of the Russia-Ukraine conflict. 20:00 – What are some of the new battlefield technologies? 21:10 – Where do you see the next conflict forming? 22:12 – Do they still have the capacity to wage more war? 23:02 – What’s your take on the India-Pakistan situation? 24:17 – You predicted Biden would be reelected. Why? 25:22 – What helped Trump win the election? 27:41 – What regions in the U.S. are likely to be the winners and losers? 29:05 – Why does the U.S. need a strong industrial base for the future? 30:16 – What are your thoughts on Latin America, specifically Brazil? 31:01 – What allies should the U.S. be focused on building stronger relationships with? 32:19 – You said AI isn’t going to happen. Why? 33:56 – Which energy technologies are you bullish on? 39:35 – What’s your origin story? 40:57 – What is it you do? 41:09 – Is what you do similar to Ian Bremmer’s Eurasia Group? 41:46 – Do you have kids? 41:56 – Do you think people should have kids in today’s America? 42:34 – What are your go-to sources for information? 44:15 – Why aren’t you on TikTok? 45:37 – What advice do you have for someone launching a similar firm? 47:10 – If you were starting now, what would you change, and why? 47:31 – Who had the biggest impact on you early in life? 48:14 – Where do you put your money? 49:37 – What’s the best advice you’ve ever received?

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