Today on the show, Jay sits down with geopolitical analyst Peter Zeihan for a sweeping conversation about the collapse of the global order. Zeihan explains why China is nearing its end, how demographics are set up to decimate economies around the world, and why the U.S. may soon abandon its role as world policeman and what that would mean for the world.

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00:00 — The Rare Earths Headline: Hype or Real Threat?

01:44 — How Did China Corner the Rare Earths Market?

06:44 — “China will be gone in ten years”

11:17 — Can Automation and Robotics Fix China’s Labor Collapse?

15:07 — Why Will India and Indonesia Age Faster Than the U.S.?

18:42 — Can Culture or Religion Prevent Fertility Decline?

22:42 — What Is the Actual Purpose of the SCO and BRICS?

25:01 — Did Belt & Road Actually Backfire on China?

30:54 — Is China Smelling Blood in the Water as U.S. Influence Wanes?

31:57 — Saudi Arabia + Pakistan: A New Nuclear Umbrella?

38:04 — Why America Is Ending Globalization (and Security Guarantees)

46:02 — What Happens When the U.S. Stops Policing the World?

51:57 — Which Countries Can Survive Deglobalization?

55:22 — Japan’s Strategy: Alternative Alliances and Naval Power

56:55 — Have We Already Passed the Point of No Return?

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