Peter Zeihan - Dis-United Nations - [Invest Like the Best, EP.159]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.8 • 2.4K Ratings
🗓️ 10 March 2020
⏱️ 64 minutes
🧾️ Download transcript
Summary
My guest this week is Peter Zeihan, the author of a new book, the Disunited Nations. Peter was an extremely popular guest on the show last year and after reading his new book, I knew we had a lot to discuss in round 2. In this conversation, we discuss two ways of ruling the world, the coming American disinterest in global affairs, and which country are poised to do well int eh future. We explore military and non-military technologies, political changes, and up and coming alliances like that between the United States and Mexico. As with last time, peter packs more information into an hour than just about anybody. Please enjoy our conversation.
This episode is brought to by Koyfin.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
1:57 – (First question) – What makes for a successful country
6:02 – Five first-tier countries that are well positioned
7:14 – Ruling the world, US carrot model vs British stick model
9:39 – How other countries will use these models in the future
12:59 – The surprising reliance of Iran and Russia on the US
15:24– Key points of his research on the Middle East
18:36 – Advice for how those operating in the US should think about future business investments
23:05 – The future of manufacturing partnerships with the US and the focus on Mexico
27:30 – What Coronavirus has taught us about the world economy
30:01 – What the primaries and election are teaching us
35:09 – What role does Africa play in the future
38:36 – Strong and weak players in Europe and how Brexit has impacted things
44:41 – The future for nuclear power
46:27 – The outlook for South America
50:42 – The trends and future in military technology
55:03 – Non-military technology that will have a major impact
58:26 – Skills young people should focus on for the future
1:00:07 – Coronavirus as a dress rehearsal for large scale disruptions to the world
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on Twitter at @patrick_oshag
Transcript
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| 0:00.0 | This episode is brought to you by Coiffin. |
| 0:02.0 | I've become very interested in the best software tools and investing. |
| 0:04.8 | And when I asked Twitter for the best Bloomberg alternative, |
| 0:07.4 | the overwhelming winner was an excellent new product called Coiffin. |
| 0:10.6 | It's a web-based platform that lets you analyze stocks, ETFs, mutual funds, |
| 0:14.2 | and other asset classes in one place. |
| 0:16.6 | I've been using it every day to track what's going on in the market, |
| 0:19.0 | and I think if you try it, you will too. |
| 0:20.8 | Coiffin has a ton of high-quality data, powerful functionality, and a clean interface. |
| 0:25.0 | The best part is that it's free. |
| 0:26.2 | You can sign up at www.coiffin.com. |
| 0:29.5 | That's k-o-y-f-i-n.com. |
| 0:32.3 | Hello and welcome, everyone. |
| 0:37.9 | I'm Patrick O'Shanasi, and this is Invest Like The Best. |
| 0:40.9 | This show is an open-ended exploration of markets, ideas, methods, stories, |
| 0:45.5 | and of strategies that will help you better invest both your time and your money. |
| 0:49.5 | You can learn more and stay up to date at InvestreFieldGuide.com. |
| 0:53.5 | Patrick O'Shanasi is the CEO of O'Shanasi Asset Management. |
| 1:00.9 | All opinions expressed by Patrick and podcast guests are solely their own opinions |
| 1:05.1 | and do not reflect the opinion of O'Shanasi Asset Management. |
| 1:08.8 | This podcast is for informational purposes only, and should not be relied upon as a basis |
| 1:13.0 | for investment decisions. |
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