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The Joe Rogan Experience - #1921 - Peter Zeihan

发布时间:2023-01-07 18:00:00   原节目
彼得·泽汉是一位经济发展和地缘政治方面的专家,他对全球互动的未来提出了一个全面且常常令人担忧的展望,重点关注俄罗斯、中国和美国。他认为,我们正在经历“世界末日”,而“世界末日”正如我们所知的那样,是由人口结构变化、资源稀缺和全球化衰退所驱动的。 泽汉预见到俄罗斯入侵乌克兰是不可避免的,这源于俄罗斯历史上由于其贫瘠的农田和开放的边境,需要前沿部署防御。他认为俄罗斯将会竭尽全力战斗。这是一场生死存亡的斗争,目的是为了确保通道入口,以保护自己免受入侵者侵害并确保其生存。他还认为,北约的扩张虽然对其成员的安全是可以理解的,但本质上威胁到了俄罗斯,从而导致了一场不可避免的冲突。他认为俄罗斯以为乌克兰会像2014年那样放弃抵抗。泽汉认为俄罗斯的人口结构已经病态、老龄化,并且处于走向衰亡的末期。 泽汉描绘了一幅中国未来黯淡的景象。他断言,中国正处于崩溃的边缘,仅剩下10年时间,其衰退将变得不可逆转。这源于多种因素的结合,包括被操纵的人口统计数据、迅速老龄化的劳动力、不断上涨的劳动力成本、一个注重死记硬背而不是技能的有缺陷的教育体系,以及在习近平领导下的高度腐败且过度集权的民族主义领导层。此外,中国对粮食和能源进口的依赖,再加上全球供应链的崩溃,使其极其脆弱。他还认为,习近平已经把自己孤立起来,以至于没有人向他汇报他不想听的东西,而且也无法发掘出领导人才。泽汉预计,随着中国经济形势的恶化,将会诉诸民族主义,但他最终认为中国无法复苏。他还说,如果中国受到与俄罗斯相同类型的制裁,将会发生一场去工业化,导致一场饥荒,在不到一年的时间内杀死五亿人。 泽汉认为,中国目前的疫情比任何其他国家所经历的都要糟糕,而且只会导致他们失去更多的人口。他还说,他们尝试挣扎的唯一途径是利用他们的民族主义身份,因为如果没有美国,他们就没有其他的贸易选择。泽汉认为美国将会将其工业规模扩大一倍,这将导致通货膨胀。 泽汉设想的未来将以区域贸易集团和不断变化的联盟为特征。他强调,美国凭借其有利的地理位置和人口结构,有可能成为这个新世界秩序的领导者。美国和墨西哥已经是最大的贸易伙伴,他们作为邻居的新型和未来的关系看起来非常光明。他提到墨西哥存在卡特尔问题,他们现在开始利用他们的权力开始在菲尼克斯杀害名叫希拉的白人女性。他还谈到哈利斯科试图从边境北部渗透到美国。他指出,阿根廷、法国和土耳其是其他具有良好前景的国家。日本也被邀请加入美国的经济体系,现在是朋友和家人。他否定电动汽车和加密货币,认为它们都是一场灾难。 泽汉以对美国的谨慎乐观情绪结束他的论述,强调了美国的韧性和增长潜力。他承认未来存在重大挑战,包括需要彻底改革现有体系和解决资源稀缺问题。但他相信,美国及其盟友可以度过这段动荡时期,并在另一端变得更加强大。在承认形势严峻的同时,泽汉对未来保持谨慎乐观,特别是对于那些人口结构和资源有利的国家。他相信创新和积极的变革是有希望的。

Peter Zeihan, an expert in economic development and geopolitics, presents a comprehensive and often alarming outlook on the future of global interactions, focusing on Russia, China, and the United States. He contends that we are experiencing the "end of the world" as we know it, driven by demographic shifts, resource scarcity, and the decline of globalization. Zeihan anticipated Russia's invasion of Ukraine as inevitable, rooted in Russia's historical need for forward-positioned defense due to its poor farmland and open frontiers. He argues Russia will fight to its fullest extent. It is in an existential struggle to secure access points to protect itself from invaders and secure its survival. He also believes NATO’s expansion, while understandable for its members' security, inherently threatens Russia, leading to an unavoidable conflict. He believes Russia thought Ukraine was going to give up just like in 2014. Zeihan believes the Russian demographic is in diseased, aged, and terminal decline. Zeihan paints a dire picture of China's future. He asserts that China is on the verge of collapse, with a mere 10 years remaining before its decline becomes irreversible. This stems from a combination of factors, including manipulated population statistics, a rapidly aging workforce, rising labor costs, a flawed education system focused on memorization instead of skills, a highly corrupt, and overcentralized nationalistic leadership in Xi. Furthermore, China's reliance on food and energy imports, coupled with the breakdown of global supply chains, renders it exceedingly vulnerable. He also believes Xi has isolated himself to the point that nobody brings him anything that he doesn’t want to hear and no leadership material is available. Zeihan anticipates China will resort to nationalism as its economic situation deteriorates, but ultimately believes China cannot recover. He also says if China was hit with the same type of sanctions that Russia was hit with, a deindustrialization would occur in a famine that would kill half a billion people in under a year. Zeihan believes that the current COVID situation in China is worse than any other country has dealt with it and it’s only going to cause them to lose more people. He also says that the only way they will try to pull themselves up is by using their nationalist identity since they have no other trade options without the United States. Zeihan thinks that the United States is going to double the size of its industrial plant and that is going to be inflationary. Zeihan envisions a future characterized by regional trade blocs and shifting alliances. He highlights the United States, with its advantageous geography and demographics, as a potential leader in this new world order. The US and Mexico are already largest trading partner and their new and future relationship as neighbors looks very bright. He mentions Mexico having a cartel problem, and they are now starting to use their power to start killing white women named Sheila in Phoenix. He also talks about Jalisco trying to penetrate America from North of the border. He points to Argentina, France, and Turkey as other countries with favorable prospects. Japan is also invited into the United States economic system and is now a friend and family member. He dismisses electric vehicles and crypto's and believes they are all a dumpster fire. Zeihan concludes with a sense of cautious optimism for the United States, emphasizing its resilience and potential for growth. He acknowledges the significant challenges ahead, including the need to overhaul existing systems and address resource scarcity. However, he believes that the United States, along with its allies, can navigate this period of upheaval and emerge stronger on the other side. While acknowledging the gravity of the situation, Zeihan remains cautiously optimistic about the future, particularly for countries with favorable demographics and resources. He believes there is hope for innovation and positive change.