<div dir="auto"><div>Oops. I meant 28 minutes in.<div dir="auto"><a href="https://youtu.be/BSpT0yEtFBY?start=30m">https://youtu.be/BSpT0yEtFBY?start=28m</a><br></div><div dir="auto"><br></div><br><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Dec 14, 2022, 14:22 Tony Godshall <<a href="mailto:apgodshall@gmail.com">apgodshall@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="auto"><div dir="auto">I find his analysis of semiconductor manufacturing shortages particularly insightful. 30 minutes in</div><div dir="auto"><br></div><a href="https://youtu.be/BSpT0yEtFBY?start=30m" target="_blank" rel="noreferrer">https://youtu.be/BSpT0yEtFBY?start=30m</a><div dir="auto"><br></div><div dir="auto"><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Dec 13, 2022, 15:28 Rick Moen <<a href="mailto:rick@linuxmafia.com" target="_blank" rel="noreferrer">rick@linuxmafia.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">----- Forwarded message from Rick Moen <<a href="mailto:rick@linuxmafia.com" rel="noreferrer noreferrer" target="_blank">rick@linuxmafia.com</a>> -----<br>
<br>
Date: Tue, 13 Dec 2022 14:26:51 -0800<br>
From: Rick Moen <<a href="mailto:rick@linuxmafia.com" rel="noreferrer noreferrer" target="_blank">rick@linuxmafia.com</a>><br>
To: [someone I know]<br>
Subject: Peter Zeihan, geopolitics writer<br>
<br>
(You could skip down to "HERE FIRST".)<br>
<br>
Mr. Peter Zeihan is a guy who looks to be about in his 40s (just<br>
checked; he's 49), who was born in Iowa and has lived various places in<br>
the Midwest (currently Colorado), but earns a comfortable living telling<br>
people about his understanding of where the world's going over the next<br>
30-ish years. And he's written four fascinating books so far, issued<br>
from 2014 to 2022, on that subject. He has deep background in the<br>
energy industry (chiefly oil/gas) and was in the 2000s a chief analyst<br>
at Stratfor (Strategic Forecasting, Inc.), a consulting/publishing firm<br>
in Austin that studies security issues and geopolitical risk for<br>
individual and enterprise customers -- which experience and his<br>
cherished arguments, there, with a now-deceased colleague he credits for<br>
honing his understanding of world affairs.<br>
<br>
Unlike any number of kooks who sell predictiona, Zeihan is cheerfully<br>
willing to admit when he was wrong, e.g., even though he impressively <br>
predicted Russia's war on Ukraine and when/how/why it would happen, <br>
he along with just about everyone else was taken by surprise by how much<br>
of a paper tiger Russia's armed forces turned out to be, and how Ukraine<br>
has utterly failed to roll over.<br>
<br>
I first noticed him in a YouTube interview, which got my attention<br>
because he seems sane, utterly non-ideological (or rather, skilled at<br>
distinguishing between what he wants and what _is_), and insightful.<br>
That, in turn, lead me to read his first book, the 2014 one -- which was<br>
impressive, among other reasons, for his having predicted the Ukraine<br>
war and the takeover of Crimea a year before it happened. And saying<br>
when it would happen and why.<br>
<br>
Books:<br>
<br>
1. The Accidental Superpower: The Next Generation of American<br>
Preeminance and the Coming Global Disorder (2014). Review in <br>
brief:<br>
<a href="https://www.kirkusreviews.com/book-reviews/peter-zeihan/the-accidental-superpower/" rel="noreferrer noreferrer noreferrer" target="_blank">https://www.kirkusreviews.com/book-reviews/peter-zeihan/the-accidental-superpower/</a><br>
<br>
<br>
2. The Absent Superpower: The Shale Revolution and a World Without<br>
America (2017). Review in brief:<br>
<a href="https://blog.commonwealth.com/independent-market-observer/book-review-the-absent-superpower-by-peter-zeihan" rel="noreferrer noreferrer noreferrer" target="_blank">https://blog.commonwealth.com/independent-market-observer/book-review-the-absent-superpower-by-peter-zeihan</a><br>
<br>
<br>
3. Disunited Nations: The Scramble for Power in an Ungoverned World<br>
(2020). Review in brief: <br>
<a href="https://www.kirkusreviews.com/book-reviews/peter-zeihan/disunited-nations/" rel="noreferrer noreferrer noreferrer" target="_blank">https://www.kirkusreviews.com/book-reviews/peter-zeihan/disunited-nations/</a><br>
<br>
<br>
4. The End of the World is Just the Beginning: Mapping the Collapse of<br>
Globalization (2022). Review in brief:<br>
<a href="https://www.kirkusreviews.com/book-reviews/peter-zeihan/the-end-of-the-world-is-just-the-beginning/" rel="noreferrer noreferrer noreferrer" target="_blank">https://www.kirkusreviews.com/book-reviews/peter-zeihan/the-end-of-the-world-is-just-the-beginning/</a><br>
<br>
<br>
<br>
I follow _new_ things Zeihan says via <br>
<br>
o His Twitter feed. <a href="https://nitter.hostux.net/PeterZeihan/with_replies" rel="noreferrer noreferrer noreferrer" target="_blank">https://nitter.hostux.net/PeterZeihan/with_replies</a> [1]<br>
o His newsletter. <a href="https://zeihan.com/newsletter/" rel="noreferrer noreferrer noreferrer" target="_blank">https://zeihan.com/newsletter/</a><br>
o His YouTube channel. <a href="https://www.youtube.com/@ZeihanonGeopolitics" rel="noreferrer noreferrer noreferrer" target="_blank">https://www.youtube.com/@ZeihanonGeopolitics</a><br>
<br>
New entries on his newsletter and YouTube video series get mentioned on<br>
his Twitter feed, so you need only the first of those three links.<br>
<br>
<br>
HERE FIRST: But where I recommend you give him a try _first_ is an<br>
online interview Zeihan did a week ago for the Commonwealth Club of San<br>
Francisco (1 hour): <a href="https://www.youtube.com/watch?v=BSpT0yEtFBY" rel="noreferrer noreferrer noreferrer" target="_blank">https://www.youtube.com/watch?v=BSpT0yEtFBY</a><br>
<br>
I _do_ feel that, in reading and watching Zeihan, I understand the world<br>
better, much better than I do in merely reading the daily news. (I'm <br>
aware that makes me sound like a conspiracy loon. FWIW, Zeihan is<br>
about the opposite of a conspiracy thinker. He talks about verifiable<br>
long-term trends and consequences.)<br>
<br>
<br>
[1] That's reading Zeihan's Twitter feed via an open-source proxy<br>
service called "Nitter", which delivers Twitter content without<br>
advertising and without surrendering your privacy to crazy<br>
billionaieres.<br>
<br>
<br>
----- End forwarded message -----<br>
<br>
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