Episodes
When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars
Published 04/19/24
Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine
Published 04/18/24
It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations. Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics
Published 04/17/24
The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method. Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap
Published 04/16/24
In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show. Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of
Published 04/15/24
When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you. Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars
Published 04/12/24
Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine. Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine
Published 04/11/24
I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth? Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem
Published 04/10/24
Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way. Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret
Published 04/09/24
With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS. Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan
Published 04/08/24
Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe
Published 04/05/24
I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why. Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil
Published 04/04/24
The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan. Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs
Published 04/03/24
Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones. Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture
Published 04/02/24
At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it... Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore
Published 04/01/24
If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros... Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education
Published 03/29/24
There's been recent discussions by French President Macron regarding deploying French troops to Ukraine. Is this really going to happen and why would they do this? Full Newsletter: https://mailchi.mp/zeihan/what-are-the-french-up-to-in-ukraine
Published 03/27/24
The new face of military technology is here...and no its not some Master Chief type suit running around the battlefield. We're talking about the democratization of tech applications and the empowerment of individual soldiers to make strategic decisions. Full Newsletter: https://mailchi.mp/zeihan/the-new-face-of-military-technology
Published 03/26/24
The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero to negative interest rates. So, is this a sign of a return to normality for Japan or is something else going on? Full Newsletter: https://mailchi.mp/zeihan/japan-zero-no-more
Published 03/25/24
More details have emerged about the March 22 terror attack outside Moscow. The information does not look good, with the biggest takeaway being the Russian government's showcasing of a shocking incompetence in security matters. That will haunt this regime until the day it falls. Full Newsletter: https://mailchi.mp/zeihan/the-rising-incompetence-of-the-russian-system
Published 03/23/24
Late evening on Friday, March 22 local time, three gunman attacked a concert venue in a Moscow suburb, setting it ablaze and killing an as-yet-unknown number of civilians. Full Newsletter: https://mailchi.mp/zeihan/terror-attack-at-concert-hall-in-moscow-suburb
Published 03/22/24
We're all quite familiar with the concept of inflation, but inflation's dark and twisted sister -deflation- doesn't come out of his shell all that often. So, for our next episode of 'Things I Worry About' we're talking about deflation. Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-deflation
Published 03/22/24
We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies. Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth
Published 03/21/24
It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US. Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us
Published 03/20/24
The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities. Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn
Published 03/19/24