#1028 - Peter Zeihan - The New World Order Is Here
Modern Wisdom
2025/12/04
#1028 - Peter Zeihan - The New World Order Is Here
#1028 - Peter Zeihan - The New World Order Is Here

Modern Wisdom
2025/12/04
The future of global power is being reshaped by forces beyond politics—geography, energy, and demography are quietly redefining which nations will rise and which may falter in the coming decades.
The United States holds enduring strategic advantages over China due to its geography, energy independence, and stable demographics, while China grapples with population decline, internal geographic barriers, and resource vulnerabilities. AI, despite its promise, cannot compensate for shrinking workforces or declining fertility rates that now threaten economic stability worldwide. Aging populations are shifting political dynamics, fueling populism and weakening domestic markets in countries like China and Korea. Meanwhile, nuclear power and copper emerge as critical factors in the green transition, but challenges around infrastructure, mineral supply chains, and energy storage remain unresolved. Electric vehicles face environmental and logistical hurdles, especially where electricity comes from fossil fuels. Global conflicts like the war in Ukraine are accelerating military innovation, while geopolitical realignments see Mexico and Japan gaining strategic importance. Ultimately, the next era will be defined not by ideology but by access to energy, raw materials, and a viable workforce.
08:22
08:22
China may have over-counted its population due to falsified local data
11:21
11:21
80% of AI applications target white-collar jobs, making roles like paralegals redundant
17:04
17:04
China is in the worst shape currently regarding fertility decline
23:08
23:08
The US consumer base acts as a key geopolitical tool due to strong domestic demand.
36:22
36:22
Small modular reactors could fit in a 20-foot container and produce power at low cost
39:04
39:04
Nuclear plants can't easily vary output and are best for baseload power in the US
45:32
45:32
Cobalt mining is disgusting and ethically unsustainable
54:24
54:24
Norway's wind power illustrates the dispatchability limits of green energy.
57:08
57:08
The US needs 12 times more copper in 30 years for green tech and grid expansion.
1:08:49
1:08:49
The pace of military technology innovation in Ukraine is unprecedented since 1960.