The Meb Faber Show
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Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419
Today’s guest is Peter Zeihan, a geopolitical expert who may be the best person to talk to about the secular changes happening in the world today. His newest book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization, will be released on June 14th. In today’s episode, Peter talks about the two main themes he sees in the world today: deglobalization and depopulation. He touches on what countries set up to thrive or suffer based on these trends. Peter shares why he’s extremely bearish on China and the implications of this on a possible invasion of Taiwan.
Key Points
- Peter Zeihan predicts a significant global impact due to deglobalization and depopulation, with countries like China facing potential collapse as a result of these trends.
- The current geopolitical conflicts, particularly the Russia-Ukraine war, are disrupting global supply chains, leading to energy shortages and a potential global food crisis starting in the fourth quarter of this year.
- Countries with favorable demographics and self-sufficiency, such as the United States, France, and Argentina, are positioned to better navigate the challenges of the new global landscape.
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Transcript
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