Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 1 June 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Then we get into the war between Russia and Ukraine and related issues within the energy markets, supply chains and food shortages, all of which he thinks aren’t going away any time soon. As we wind down, we quickly touch on things like inflation, the shale revolution, nuclear energy, and why he thinks the head of the Russian Central Bank may be the smartest person in the world today. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	The Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	Welcome my friends, we have a phenomenal show today our guest is Peter Zion a
0:44.0	geopolitical expert who may be the best person to talk about these secular changes
0:48.6	happening in the world today his newest book the end of the world is just the
0:52.3	beginning mapping the collapse of globalization His newest book, The End of the World is just the beginning.
0:53.0	Mapping the Collaps of Globalization, will be released on June 14th.
0:57.2	Pick up a coffee, I promise it's awesome.
0:59.9	In today's episode, Peter talks about the two main themes he sees in the world today,
1:04.4	de-globalization and depopulation.
1:07.0	He touches on what countries set up to thrive or suffer based on these trends.
1:10.9	Peter shares why he is extremely bearish on China and the possibility of an
1:14.6	invasion of Taiwan. Then we get into the war between Russia and Ukraine and related issues within the energy
1:20.9	markets, supply chains, food shortages, famines, all of which he thinks
1:25.5	aren't going away anytime soon.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.