About this episode

Peter Zeihan discusses the impact of geopolitics on the U.S. market and the evolving role of military technology in conflicts.

In this week's Stansberry Investor Hour , Dan welcomes Peter Zeihan to the show. Peter specializes in geopolitics and brings a critical perspective on how foreign affairs impact the U.S. market. Peter kicks things off by discussing why the market hasn't reacted or improved in response to the peace talks surrounding the Strait of Hormuz. He says the reason is threefold. First, the White House acted with very little planning, only using Israeli intel and data. What was supposed to last no more than 96 hours was drawn out into a monthslong conflict. Second, Peter says that President Donald Trump fired numerous ambassadors and policy experts with the intention of not refilling those seats. This has made negotiating more difficult. And third, turning the oilfields back on will take months at best. Peter then says that due to comments made by the Trump administration, Europeans have a growing mistrust of America and are seeing it as a potential enemy. (0:00) Next, Peter delves into Ukraine and its usage of drones in the war. Drones have and are continuing to become so advanced that Peter considers them part of what he calls the "second revolution of military technology." They're now…

People in this episode

Host: Dan

Guest: Peter Zeihan

Topics covered

• geopolitics
• U.S. market
• military technology
• foreign affairs
• investing

Keywords

• geopolitics
• U.S. market
• Strait of Hormuz
• drones
• military technology
• investing
• Ukraine

Mentioned in this episode

Places: Strait of Hormuz, Ukraine

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