Iowa Swine Day 2022: Agriculture at the End of the World

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Iowa Pork Industry Center

Iowa Pork Industry Center

Жыл бұрын

Peter Zeihan, geopolitical strategist, Zeihan on Geopolitics, Austin, TX
Russia was always going to invade Ukraine. Chinese manufacturing supply chains were always going to break.
Global access to agricultural inputs was always going to end. Inflation was always going to rise. And now that the
end of globalization is upon us, we can start preparing for
what comes next: the greatest agricultural expansion in the history of the republic

Пікірлер: 330
@muzakaz
@muzakaz Жыл бұрын
I was not expecting this from "Iowa Swine Day...." but dang, happy I decided to take a look. THANK YOU!
@yankiwi9116
@yankiwi9116 Жыл бұрын
Its great to hear Mr. Zeihan's jokes finally get the audible laughs they deserve!
@NAUM1
@NAUM1 Жыл бұрын
He is talking to his people, other Iowans.
Жыл бұрын
@@NAUM1 is Peter not from Colorado?
@NAUM1
@NAUM1 Жыл бұрын
@ He lives in Colorado currently, but grew up in Iowa so he has more Iowan tendencies. That is just the nature of where you grow up has more of an impact on your personality than where you choose to live.
Жыл бұрын
@@NAUM1 Huh, I spent my first 25 years in Guangdong and I hated that place. I am really growing up in America.
@NAUM1
@NAUM1 Жыл бұрын
@ So, just because you hate where you grow doesn't mean others do when they move away. How many Americans understand all your jokes and mannerisms? Certainly a less percentage than those would back in Guangdong. That is the point. Just because you move somewhere doesn't mean you'll understand everything right away and lose all of your previous understanding.
@bagger35e
@bagger35e Жыл бұрын
Boo! No q and a! That's the best part! Peter is so quick on his feet!
@grandcrowdadforde6127
@grandcrowdadforde6127 Жыл бұрын
@GEOPOP >> why on earth? Screw you toob.......
@clintcowan9424
@clintcowan9424 Жыл бұрын
I like the Q & A because of Peters corrections of the questioners preconceived/ill-concieved/uninformed proposition. Not negative commentary I put myself in the same category and always am left with a deeper understanding
@davidphillips8674
@davidphillips8674 Жыл бұрын
The BEST geopolitical expert on the planet. I've been following him since 2018, he has been spot-on about EVERYTHING. Watched a briefing from him when I was working in Special Operations, followed him ever since.
@careyfreeman5056
@careyfreeman5056 Жыл бұрын
@@paulbarclay4114 Want to expand on that? Because it's looking a hell of a lot better than what China's got.
@careyfreeman5056
@careyfreeman5056 Жыл бұрын
@@paulbarclay4114 Either way, we're up and running and they're locking down entire cities. I'd say we're much further along than they are.
@swdw973
@swdw973 Жыл бұрын
Been following him well before 2018. Where he's fallen down in the past was because of his rabidly pro-globalist views and belief in liberal policies. He slowly woke up to the truth that globalism was dying and changed what he was saying. So he's not stuck on particular dogma when the facts oppose it. Good sign of intelligence and wisdom. However, he was still trusting liberals to do the right thing economically. I can see cracks in those beliefs showing in this presentation. About time.
@Ryanowning
@Ryanowning Жыл бұрын
@@paulbarclay4114 So I'm not saying you're totally wrong about the vaccine, but I also need you to understand perceptions outside your own to know why he's talking about it: China is executing MASSIVE lockdowns because they feel that is their only possibility to save their population from COVID. I understand the apprehension about the vaccine, but at least our vaccine has over 50% success rate and the other half of the population basically went out of their way to catch COVID in order to gain a natural immunity. The combination of vaccinations and natural immunity is what will save us- China has neither option.
Жыл бұрын
Special Operations? In the military?
@richarddelotto2375
@richarddelotto2375 Жыл бұрын
Thank you for letting non-attendees see this!
@gregjuva
@gregjuva Жыл бұрын
this talk deserves way way more views
@GeorgeSemel
@GeorgeSemel Жыл бұрын
Peter was as animated and on a roll as I have ever seen him. I have been watching him for quite some time. He was enjoying himself away too much. Humor aside, he is entirely accurate. It's 2:30 am where I live and well I listened to the whole thing. Famine is such an ugly thing and it's coming. And I am one of the boomers that Retired last year.
@UtahOSR
@UtahOSR Жыл бұрын
@Morgan Allen Well, we can either laugh about it, or cry.
Жыл бұрын
Thanks for eating all our food and using up all our entitlement money, Mr Boomer!
@barrydaemi6287
@barrydaemi6287 Жыл бұрын
Congratulation on retiring! I guess now you can take out the popcorn and soda, and watch the fireworks! (^w^)
@GeorgeSemel
@GeorgeSemel Жыл бұрын
@@barrydaemi6287 Actually I don't drink soda, I am more of a cold milk guy- I fly fish and it was overcast so I had some excellent dry fly fishing today.
@GeorgeSemel
@GeorgeSemel Жыл бұрын
@Really everything I have I worked for. And paying too much in taxes for what? I am single never married got spit on or told to shut up and write the check. Scew you and your entitlements. Get a job.
@spikeus3039
@spikeus3039 Жыл бұрын
Nearly didn't watch due to the title. Thanks Peter, You're one of the few voices that can actually explain this stuff with clarity!
@dallasweaver4061
@dallasweaver4061 Жыл бұрын
As our US regulatory system has prevented the evolution of aquaculture (farming fish, shrimp, and other aquatic plants and animals) in the US (zero sector US growth in 40 years while 50 times larger in the world as a whole), our experts don't seem to "see" the huge growth efficiency of producing animals that don't have to stand up or keep warm. The fundamental advantage is almost a factor of 3 in the ratio of food inputs to meat on the table (less bone and tendons with no wasted heat generation required). If you take a 16% protein soy-based pig diet which may have a food conversion efficiency of about 3 kg of feed/kg of live pig and take out 2/3 of the carbohydrates with the protein now up to the 40% range and fats also 3 times higher and add some fish flavoring, you now have a salmon diet where it takes 1.0 kg of feed to produce a kg of live salmon. Salmon also has about a 65% filet yield which is a lot better than hogs. Aquaculture worldwide is now larger than beef and wild fisheries as a meat source with pigs being the next meat product to be replaced. As every steak dinner shifts to salmon or shrimp dinner less soy/corn etc. is required for feed, meaning less land area and less fertilizer, and less water per human dinner. Peter Zeihan needs to include "adaptive change" in his thinking and note that China is the world's largest Aquaculture producer and growing rapidly. kzbin.info/www/bejne/pXa5p6GBitWKa5Y US soy producers are shifting the soy genetics to higher protein and lower carbohydrate to go after these aquaculture markets. Note; without permissions/permits for US aquaculture we end up importing 90% of our seafood most of which is aquaculture products. If you calculate it out, shifting the world meat supply from cattle, pigs, and chickens to aquaculture products allows all the existing farmland devoted to animal feed production to provide feed for the meat supply as fish/shrimp for the existing population plus the 3 billion more people on the way, and the 2 billion existing people that want better diets without increasing the area and resources required. Only governments can create starvation with stupid policies. Innovation will fix the problems if the government gives permission. Note: lack of permission for pipelines is why the natural gas is being flared.
@rjones2651
@rjones2651 Жыл бұрын
This is my first introduction to Mr. Zeihan; WOW. I have been searching for a well-articulated, data-driven path forward for the Dark Season descending upon us...This guy is amazing. The book? Shut up and TAKE MY MONEY!! Thank you for sharing this, @Iowa Pork Industry Center.
@UncleDeion
@UncleDeion Жыл бұрын
His delivery sounds like a combination of Jeff Daniels and Robert Sapolsky. Very enjoyable, yet terrifying
@dw5523
@dw5523 Жыл бұрын
"Not all at the same time, don't be a dumbass." This, this right here, is why I listen to Peter Zeihan at work.
@pyrioncelendil
@pyrioncelendil Жыл бұрын
So that you can give all your coworkers heart attacks via random sudden bursts of out-loud laughter in an otherwise silent office? ;)
@dw5523
@dw5523 Жыл бұрын
@@pyrioncelendil absolutely. Makes them think twice about asking for favors.
@fergtube1
@fergtube1 Жыл бұрын
Extremely informative and an awesome speaker. Learned and confirmed a lot. Thank you for posting.
@colt45acp1000
@colt45acp1000 Жыл бұрын
Listening to Peter is like taking the economics course I never had! Great stuff!
@captainalex157
@captainalex157 Жыл бұрын
Peters hair is fabulous
@NathanWatsonzero
@NathanWatsonzero Жыл бұрын
he looks like hippy Jesus
@grandcrowdadforde6127
@grandcrowdadforde6127 Жыл бұрын
C A >> PZ s inner Hip Eye! amazing how it triggers some people!!
@axmw2781
@axmw2781 Жыл бұрын
0:57 introduction over
@byronlaw6724
@byronlaw6724 Жыл бұрын
Now I see why Gates is investing in farmland.
@lukeearthcrawler896
@lukeearthcrawler896 Жыл бұрын
^THIS! Say what you want about Bill, but one thing that he's not is being stupid.
@bukovinian
@bukovinian Жыл бұрын
Peter is my celebrity!
@EcEryda
@EcEryda Жыл бұрын
This was so enlightening!
@JakeBroe
@JakeBroe Жыл бұрын
Great presentation!
@tulipalll
@tulipalll Жыл бұрын
Cool to see you here, Jake!
@hydroac9387
@hydroac9387 Жыл бұрын
Great presentation. Love Peter's work.
@RJ-kr4bs
@RJ-kr4bs Жыл бұрын
Agreed, but the massive audio problems make it unsuitable to recommend to others. I can mentally fill in the blanks from all his other presentations I've watched.
@JustinBellcomposer
@JustinBellcomposer Жыл бұрын
@@RJ-kr4bs I'd never heard of him before, is there a video/presentation of him that you'd really recommend? I thought this video was fantastic, even with the annoying audio issues!
@RJ-kr4bs
@RJ-kr4bs Жыл бұрын
@Justin Bell there are several, some tuned to the specific audience. Try this one, to a military seminar; it's long and he's not lit well, but the audio and charts are clear - covers the important points: kzbin.info/www/bejne/p4jcmX6ll96AbJo I recommend you go to his channel, or even better just search on last name as the in-depth ones are elsewhere. Sort by most-recent and just try a few that strike your fancy. The important two things are deglobalization and demographic decline. Understand what he's saying there and you will likely view world events differently. I know I sure do!
@spiceian
@spiceian Жыл бұрын
This was one of the best breakdowns I have ever heard. Get this guy on Joe Rogan
@kemptonbryan
@kemptonbryan Жыл бұрын
I’ve never seen peter’s jokes land this well!
@SpaceExplorer
@SpaceExplorer Жыл бұрын
thanks!
@JWPanimation
@JWPanimation Жыл бұрын
Everyone likes to second guess Peter and then 2 years later you look at the news and say, jeez, he was on the money.
@crwmdp9
@crwmdp9 Жыл бұрын
Very interesting!
@MrSpresley33
@MrSpresley33 Жыл бұрын
I was sharing with my wife how the grain industry is fucked based on Peters analysis and starvation is inevitable, seconds later we got a news ticker on our phones for the deal signed by Ukrain and Russia to export grains. I’ve been a believer of Peter since then!!
@mossing234
@mossing234 Жыл бұрын
Was that the grain deal that literally 8 hours later Russia launched a missile into Odessa putting that entire negotiation at risk?
@drarmandorivas
@drarmandorivas Жыл бұрын
Yeah that same one
@MrSpresley33
@MrSpresley33 Жыл бұрын
@@mossing234 Peter predicted that too
@BM-wf9uf
@BM-wf9uf Жыл бұрын
I feel lucky to live in Australia, we got the farming thing all sorted. Then I remembered more than 30% of our economy relies on China 😬
@bighands69
@bighands69 Жыл бұрын
@@MrSpresley33 Ukraine also sank a Russia war ship and the Russians then decided that all Ukrainian vessels were a risk and could be targeted. The deal did not go as planned. The only thing that is keeping the world upright at the moment is good inventory levels, good harvest and the small amount coming out of the eastern markets. How long will this all last though Ukraine and Russia are not targeting one others national infrastructures.
@Former11BRAVO
@Former11BRAVO Жыл бұрын
I'd like to see this presentation given today to see how much has changed. A LOT I'd bet.
@pieter5466
@pieter5466 Жыл бұрын
audio is horrible
@michaelguzman4136
@michaelguzman4136 Жыл бұрын
Now that’s hair fit for a king! King Peter I of America
@cooldudecs
@cooldudecs Жыл бұрын
Himars have changed the game. We can make a ton of these in no time
@teclote
@teclote Жыл бұрын
They don't perform as advertised. But they are selling like hotcakes to people who don't know that.
@fh5926
@fh5926 Жыл бұрын
I agree with the direction of everything he says. I don't think everything is as inevitable as he indicates. The world is a chaotic place and the farther into the future we try to look, the less accurate our predictions are. Being successful in earlier predictions does not necessarily mean you will be successful in the future. China may collapse in the next decade but I don't see it as inevitable. Maybe two decades. Maybe three. Maybe AI and automation evolve faster than we thought. Maybe new economic and political paradigms evolve. Countries adapt. People adapt. Xi doesn't have to be the end state of Chinese governance. We can only predict what will happen, assuming things continue the way they are now. Things happen we didn't anticipate, both good things and bad things. There are forces at work far more powerful than any individual country's actions. He's right about the US. We aren't exactly bulletproof but we are better off confronting the problems of the future than any other country. Unexpected things, good and bad, can still happen. Trump (or Biden) doesn't have to be the end state of US governance. (That's a good thing that might happen.) Russia doesn't need to fill those nine gaps around its borders. There are no Mongol hordes to worry about. If France and Germany don't worry about being invaded by the other, Russia can relax too. Those gaps are protected by simply having nukes. This war is just about Putin's desire to be the next Peter the Great. Putin doesn't have to be the end state of Russian governance. When the US withdraws from globalization, it needn't be total. There are certain trade routes we'll still keep open because we or close allies need them. Everyone will benefit from this. We just won't be patrolling the whole world anymore. UK, France, India, Australia, Japan and have significant navies and if they wanted to work together they could maintain it. All depends on how badly they want it. Russia - and perhaps China - won't be invited to the party until they learn that being bellicose and aggressive isn't the way to win friends and influence people.
@samuelubina5157
@samuelubina5157 Жыл бұрын
SO WHY NOT GO PROVED that his prediction is as not ACCURATE as expected!!!! I mean you have to do face to face so evrybody may be cleared of the doubts!!!
@mcbfernandes
@mcbfernandes Жыл бұрын
He's a big corporate consultant. He says what his employer wants to hear
@bighands69
@bighands69 Жыл бұрын
And you are only saying what you want to hear.
@RJ-kr4bs
@RJ-kr4bs Жыл бұрын
I was planning to link this most-current presentation to others for insights, but the audio quality dropouts are so bad a lot of it is unintelligible unless already familiar with Peter's style and other presentations.
@moeuramo
@moeuramo Жыл бұрын
Is their a link with a better audio ?
@curioussand1339
@curioussand1339 Жыл бұрын
You view is way to simplistic, muting the dynamics that always takes place. Actions is always met with reactions, like in arms races
@grandcrowdadforde6127
@grandcrowdadforde6127 Жыл бұрын
Peter && his GAPs! still on about it...
@aigloss537
@aigloss537 Жыл бұрын
And here I was surprised why KZbin is recommending me that. Then I saw speaker's name and it became clear
@Coreyseyes11
@Coreyseyes11 Жыл бұрын
When was this talk? The 29th?
@PastPerspectives3
@PastPerspectives3 Жыл бұрын
New Zeihan tho 😎
@antekaramatic3382
@antekaramatic3382 Жыл бұрын
partly answer to a personal question...why did Bayer buy Monsanto...
@papershark
@papershark Жыл бұрын
The most insightful speech on pork belly futures I have ever seen... since Eddie Murphy in Trading Places.
@lhaviland8602
@lhaviland8602 Жыл бұрын
46:08 I AUDIBLY gasped.
@funchable212
@funchable212 Жыл бұрын
Zeihan’s hair is increasing with his power
@mcbfernandes
@mcbfernandes Жыл бұрын
But have some intersection points to be aware of.
@texasforever7887
@texasforever7887 Жыл бұрын
27° hell, it hit 0° for days.
@francescofranzoni274
@francescofranzoni274 Жыл бұрын
The Uruguayan map is misleading. The best lands for row crops are in the border with Argentina, the center is the best for Cattle and towards Brazil sheeps. Anyway since we are a small market it doesn't really matter at all for you.
@audioworkshop1
@audioworkshop1 Жыл бұрын
Peter is leaving one thing out... the coming breakthrus in energy production particularly exotic new paradigms such as Safire, energy from the vacuum that will power our grid and truly transform the world as we know it
@Evanderj
@Evanderj Жыл бұрын
I recommend watching “The SAFIRE Project Is Not Real Science” video by Professor Dave Explains. I’m sure it will shift your perspective.
@audioworkshop1
@audioworkshop1 Жыл бұрын
@@Evanderj Dr Dave is totally wrong on this one which is what you would expect from an egotistical narcissistic... Time will tell they do have a new channel up here demonstrating the reactor and the science behind it...
@bighands69
@bighands69 Жыл бұрын
@@audioworkshop1 I have heard that type of crap 20 years ago.
@audioworkshop1
@audioworkshop1 Жыл бұрын
@@bighands69 it's a lot longer than 20 years I'm 78 and I still remember the cover of popular mechanics showing the "Fusion reactors" back in the early '60s at that time just 25 years away... Peter just did a video on the latest infusion of cash by the Biden admin into "fusion" which is still 25 years away... government programs never go away and never solve anything because of the endless funding. Safire is a private endeavor but it has the backing of the department of energy at least verbally. To be fair these are paradigm-shifting ideas that meet a lot of resistance in the establishment, but so has every worthwhile breakthrough... they might even fail but others will follow, and eventually, energy will be a free commodity like hydroelectric once the infrastructure is in place.
@bighands69
@bighands69 Жыл бұрын
@@audioworkshop1 I should have been a bit more clear I was referring to the science breakthroughs in fusion not so much the exotic potential but the actual research.
@mra4955
@mra4955 Жыл бұрын
your imported food data on nz is wrong. why?
@Akantorbreaker
@Akantorbreaker Жыл бұрын
One way to mitigate the food shortage would be reducing animal intake and shift the feed to food for humans (thus reducing the losses from the detour trough animals).
@boobah5643
@boobah5643 Жыл бұрын
That's a version of 'let them eat bugs.' Yes, you can survive on less expensive food; the question is are the reduced expenses worth the drop in standard of living? You can be damn sure the 'elites' are giving up their meats right after they start flying coach to Davos.
@stgravatt
@stgravatt Жыл бұрын
Or not mandating corn for ethanol in gasoline in the USA
@tuckerbugeater
@tuckerbugeater Жыл бұрын
@@stgravatt Do you think this wasn't planned? It's part of the green revolution. Get ready for your vats full of synthetic meat sludge. We're saving the planet through starvation, biowarfare, and conventional war!
@riddlebender
@riddlebender Жыл бұрын
Or collecting the nutrients from our waste stream instead of flushing them out into the sea.
@linmal2242
@linmal2242 Жыл бұрын
@@stgravatt Yes, stupid idea. But someone is profiting.
@MrJmreal6688
@MrJmreal6688 Жыл бұрын
That’s right! We’re the light at the end of the tunnel! Deal with it!
@praetorianstride5948
@praetorianstride5948 Жыл бұрын
The light? You must live in 1960s delusion.
@MrJmreal6688
@MrJmreal6688 Жыл бұрын
LOL didn't take long for the KZbin no fun police to show up.
@tistelnilsson
@tistelnilsson Жыл бұрын
@@MrJmreal6688 Nothing a standard re-education camp can fix.
@markpukey8
@markpukey8 Жыл бұрын
I could not tell if his audience was confused by Peter's presentation or if they were expecting what they got and politely listening. They were super quiet for most of it, while they got a 45 minute summary of the end of the globalized world and 5 minutes of "what's coming for pork producers". I hope they feel like they go their money's worth from this.
@cosmothewonderdog8602
@cosmothewonderdog8602 Жыл бұрын
I had the same thought. At least a q&a would have allowed them to get some clarification. But nothing was going to stand between that audience and their pork chops. 😆
@NAUM1
@NAUM1 Жыл бұрын
Not a big deal that they were quiet. Just that Midwest politeness.
@redcoltken
@redcoltken Жыл бұрын
When it sinks in - then a bunch of business people will have an extra drink that night. It takes years to build relationships, and New Zealand is got to be thinking they can cut into Indonesian pork consumption with beef. Its gonna be a struggle to adjust product and maintain new markets.
@d-rot
@d-rot Жыл бұрын
There was more than a couple places of stunned silence where they were wrapping their heads around the bombs he was dropping on them.
@d-rot
@d-rot Жыл бұрын
@@redcoltken If you have food to sell, it's going to be a seller's market globally.
@dr.scorpiopus8064
@dr.scorpiopus8064 Жыл бұрын
The ending statement was so dark and gloomy it made me laugh.. I'm happy/relieved that others laughed also...
@michaelmcgarrity6987
@michaelmcgarrity6987 Жыл бұрын
We have gas Pipelines from Canada and North Dakota here. I'm thankful our prices are low here. Pleantyful low cost Gas is good for our economy. We don't have Global Warming here. Our Winters are Brutal. Canada ships Trainloads of Potash here. Our local refinery "Pine Bend" makes great variety of useful Fuel, Fertilizer and Chemicals. I am thankful.
@bighands69
@bighands69 Жыл бұрын
Both Canada and Mexico are the US largest trading partners. The US has massively shrunk its trade with China which was not that important to the US to begin with.
@michaelmcgarrity6987
@michaelmcgarrity6987 Жыл бұрын
@@bighands69 America, Canada and Mexico should do well as Global Commercial Networks fragment. China is still a very useful trading partner for North America. This is changing Fast as China, India, Saudi Arabia and Russia build a new Commercial Network free of Western dependency. This Phenomena is called, "Multi Polar World".
@Telluwide
@Telluwide Жыл бұрын
I've never really understood Zeihan's "Shale Map". According to it, Northern Europe (France), China and Russia have quite large areas for Shale production. And if it only takes 3-8 weeks for Shale production to go online, couldn't they fire up their own reserves?
@gregoryclifford6938
@gregoryclifford6938 Жыл бұрын
He said we produce it where we live.
@timthetiny7538
@timthetiny7538 Жыл бұрын
I'm a petroleum geologist. Russian shale is so far north you have to spend millions of dollars per well heating frozen frac water. We tried it in Canada, it's a total economic disaster. Plus, they like the high prices, so why would they invest in lowering them? China's shale is all seal breached by the Himalayan orogeny, and so mostly nonviable. Europe doesn't have the regulatory structure or private mineral rights. Here in the US, we don't deal with the state, we strike up deals with landowners, and the state regulates us, but isn't in charge of where or how we drill. The landowners get a big chunk of the money so they are thrilled to have us out there. Nowhere else do the people get their share of the oil. This allows us to lease millions of acres, permit thousands of wells simultaneously and turn it into a 24/7 manufacturing operation with ruthless efficiency. You need the speed and scale for it to work. The drill bit turns 24 hours a day including holidays. In Europe there is no way to put 500 drilling rigs in France without infuriating the locals (who get no money byt have to deal with the downsides), and the French government would want to control us to a degree that would make it unprofitable. You have to move fast, it's a low margin volume operation. Thousands of wells per month. France won't do that. Finally, it takes us 8 weeks to fire a well up because we've spent 20 years learning how to do it, developing tech, training people, best practices, building out logistics and gathering/pipeline infrastructure, and specialized horizontal drillings rigs and equipment/software, roads in the wilderness, NGL plants and LNG terminals, sand mines for God's sake - in total, over $1T of investment. It's not 8 weeks in the middle of Siberia starting from scratch. It takes a decade of real buildup, learning where the best rocks are and building a future drilling inventory before you can just put 200 rigs out there and start rolling on a shorter timescale. We know where our next 25,000 shale wells will be drilled if we want to speed up, but that took years to learn. No one else knows where their next 50 will be. In addition, his maps aren't super accurate. They are basin scale, not core play level. Only 5% of shale actually works as a reservoir. There's so much more to it than just having it. Britain and Poland could make a damn good go of it on the gas side of they weren't shackled by their regulatory. Asia is fucked.
@asdvioujnasdvujnio6120
@asdvioujnasdvujnio6120 Жыл бұрын
The fact its our tech (i think)
@markpukey8
@markpukey8 Жыл бұрын
@@timthetiny7538 Thank you Tim. Excellent summary. Very succinct about Asia's prospects.
@ginamurray711
@ginamurray711 Жыл бұрын
@@timthetiny7538 excellent response. Appreciate ya!
@tw0pers0nalities
@tw0pers0nalities Жыл бұрын
Seeing reports today the Argentina economy is collapsing.
@tistelnilsson
@tistelnilsson Жыл бұрын
How many defaults last 100 years? 8 or is it up to 9?
@torsteinholen14
@torsteinholen14 Жыл бұрын
Isnt that every day?
@s_doiro4725
@s_doiro4725 Жыл бұрын
I Am So Upset. Please know that before starting here, I reached out and pulled the Flush handle. That sent the US News Media off to wherever #%&* goes. HERE is 14K Truth and I'm just hearing it for the first time in the 6-months all this has been going on. Brandon and his crew have got to go, we need competent management. Thank you Peter, it's great to see competence so fully displayed.
@xrunner55
@xrunner55 Жыл бұрын
Some one from Ukraine told me and swears that their fields are 88% planted. Then how much I need to sacrifice for Ukraine. Ok, something doesn't add up. I am concerned about Columbia's recent election. Lopez sounds like he is one setback away from pulling a Chavez, Venezuelan refugees are already trying to leave Colombia because of it.
@luckyo11
@luckyo11 Жыл бұрын
Ukraine is... messed up. Their internal market on wheat has crashed, because they had a good harvest and they can't export any of it in any meaningful volume. Silos are full. They're not just desperate to get grain out to get money, they're desperate to get it out to get domestic prices up to sustainable levels. A lot of Ukrainian farmers are facing bankruptcy not because of warfare or inability to sell to their resellers... but because those resellers pay pittance due to market being flooded with no way to get product to world markets.
@rbm720
@rbm720 Жыл бұрын
Yeah, Colombia is doomed
@pyrioncelendil
@pyrioncelendil Жыл бұрын
Their fields are planted, but it's not a problem of not being able to grow the stuff, nor is it a problem of not being able to harvest the stuff, the problem is that they can't transport it all out of the country to its customers because Odesa is blockaded and rail transport into Europe lacks equivalent carrying capacity.
@bighands69
@bighands69 Жыл бұрын
@@pyrioncelendil There will be areas of Ukraine that harvesting is impossible and very dangerous but it really is the whole of the Ukraine eastern region that will be unstable. The Western regions is more stable and can get is food into Europe but it only makes up for about 20% of their total market.
@isaac95395
@isaac95395 Жыл бұрын
🐐
@seski89
@seski89 Жыл бұрын
Jesus, get your mic game on point, venue. It cutting out is super annoying.
@charlesmiller6281
@charlesmiller6281 Жыл бұрын
Pretty good. I mean, aside from the occasional TDS.
@mianormalis
@mianormalis Жыл бұрын
"As you move in your fourties: Your kids move out and your house is geting payed down." Now that was quite a joke right. When and how should you get a loan for that to happen and for how long? Did it ever work like this?
@E4439Qv5
@E4439Qv5 Жыл бұрын
The boomers were damn lucky.
@petemccormick676
@petemccormick676 Жыл бұрын
@@E4439Qv5 luck is the residue of design.
@E4439Qv5
@E4439Qv5 Жыл бұрын
@@petemccormick676 design that they neither built nor rebuilt. Ah well. C'est la vie.
@petemccormick676
@petemccormick676 Жыл бұрын
@@E4439Qv5 but took advantage of
@allredjohn
@allredjohn Жыл бұрын
Yeah, more like the 60s and 70s for me.
@platoscavealum902
@platoscavealum902 Жыл бұрын
👍ℹ️
@toddinde
@toddinde Жыл бұрын
Perhaps, if we ensure that Ukraine wins the war, Russia experiences regime change, a Marshall Plan rebuilds Ukraine, some of this may not be so dire. Let's hope so for humanity's sake.
@ethanwmonster9075
@ethanwmonster9075 Жыл бұрын
When you have more f35s than himars. Suffering from success.
@medicmike4906
@medicmike4906 Жыл бұрын
Have we forgotten that most of the USA cattle, crops are farmed / owned by multinational conglomerates, some from adversarial countries. Can we expect that these entities to not divert these resources to their countries? China owns a lot of farmland in the United States.
@Evanderj
@Evanderj Жыл бұрын
Just 2.7% of US farmland has foreign ownership. Mostly Canada, then other close allies. China only owns 0.05%. It’d also be very difficult to ship the yields across the globe without the support of the US’s regulated logistical infrastructure.
@blafonovision4342
@blafonovision4342 Жыл бұрын
Whatever foreigners own in the USA, we can just take away from them.
@bighands69
@bighands69 Жыл бұрын
MOst uS cattle is owned by small farmers and ranchers.
@mikecrooks8085
@mikecrooks8085 Жыл бұрын
I like the way he strings things together but it is always hard to predict where things will go in the future from old data trends. Somethings might be unavoidable like the number of children that transform into adults, duh, but resources including population, fertilizer components, raw resources, and substitute resources often respond to demand driven higher prices in ways that are not so predictable. I am no expert except I have a memory going back decades of listening to experts predict this and that, and the further out the predictions are, in general, the more reckless they seem in hindsight. Not saying the guy is wrong or right, just saying it is most likely not gospel.
@bighands69
@bighands69 Жыл бұрын
Where do you think Europe is going to get the natural gas to produce its industrial material such as fertilizer. Do you for example think Russia and Europe are buying and selling fertilizers to one other.
@a2shadow
@a2shadow Жыл бұрын
Amazing content. Not that good with the equipment. Frequent sound breakdown.
@BlueSky-hi2ib
@BlueSky-hi2ib Жыл бұрын
That wasn't polite to mention it was endorsed by Mitt Romney.
@matthewfortin326
@matthewfortin326 Жыл бұрын
Foward Party 2024
@zapfanzapfan
@zapfanzapfan 3 ай бұрын
Well, luckily most of those predictions didn't come true, yet... Natural gas prices are back down in Europe, inflation is down, Ukraine is still standing and is exporting millions of tonnes of grain again because they have sufficiently scared away the Russian Black Sea Fleet by turning them into submarines... Pork sales seem to be down in China though this new year.
@wilfredmay9364
@wilfredmay9364 Жыл бұрын
I love how the uk is always in a okay to bad situation so when compared to most of Europe we in a great position XD (im laughing cause we are all so screwed here)
@robertm.9515
@robertm.9515 Жыл бұрын
Stop your chlorinated chicken phobia and you'll do even better!
@bighands69
@bighands69 Жыл бұрын
@@robertm.9515 Once the reality of the world comes the UK will not be so picky when it comes to US food. I was recently speaking to somebody in the food industry and they were complaining about how the US has acceptable particles in food such as rat hairs and spiders and I then asked what is the exact standard for the UK and they could not give an answer as the figures are so vague.
@Austria88586
@Austria88586 Жыл бұрын
So it doesnt look good for Western Europe?
@cosmothewonderdog8602
@cosmothewonderdog8602 Жыл бұрын
Iowa swine day. 😂🤣😂🤣
@johndelagarza361
@johndelagarza361 Жыл бұрын
It seems funny but alot of his recent focus is on food production.
@willchristie2650
@willchristie2650 Жыл бұрын
While seemingly irrelevant, I want everyone (who may have outdated stereotypes) to know that Peter is Gay and very "out" about that, so I am not revealing any secrets. We still live in a culture that can't believe that a gay person can be like Peter, when in truth most of us are professionals in all fields.
@linmal2242
@linmal2242 Жыл бұрын
Fine. Each to his own. !
@bighands69
@bighands69 Жыл бұрын
What on earth are you talking about?
@caesarnemkin6698
@caesarnemkin6698 Жыл бұрын
This man talks like a sociopath in between his giggles. The despair of the Europeans and the Chinese presents us with an opportunity! He's giddy about it. Kissinger without the charm. Nevertheless, good content, particularly the graphs. Would be useful to have them accessible elsewhere.
@edubmf
@edubmf Жыл бұрын
agreed, not a humanist
@bighands69
@bighands69 Жыл бұрын
It is hard to have sympathy when the world has acted so stupidly.
@DoubleDogDare54
@DoubleDogDare54 Жыл бұрын
Of course, this was almost a month ago now, so you can now factor in the heat wave and severe drought in southern China further damaging their crops, as well as the flooding in northern China doing the same. Life is getting more interesting for Xi as a result.
@stevencooper4422
@stevencooper4422 Жыл бұрын
Creeping barrage being used again. Old is new.
@gregoryclifford6938
@gregoryclifford6938 Жыл бұрын
So, if not into humans and animals, just where do all of those farm inputs go? Why do they constantly need more? Does it sink below the root zone? Into the water table? Into the runoff ditches and streams? Only the kernels and seeds are taken away and consumed elsewhere, and that can't account for the weight of chemicals applied every season. Isn't that right? Are nitrogen, potassium, and phosphorus consumed and converted into something less important? Not knowing any better, I'd guess it's like rich folks throwing their dishes away when they get dirty. That would explain the Red Tides on the East Coast and the Delta Dead Zone of our Gulf Coast. If that's where its going, it's a debt to be paid by public investment, via consumer contributions, by landowners and farmers, and by shareholders who benefit from fair profits, fair prices, without making AG chemical toilet waters of our rivers and beaches. Cheap-and-easy chemical farming may be over, but oyster farmers and shrimpers, fishermen and pleasure boaters have been run out-of-business by the miracle of Norman Ernest Borlaug's Green Revolution. It's forgivable in a young and innocent America. But in the end, it's typical of today's global rip-n-run opportunism, now that the full result is known. Eight billion souls on earth, plus those come and gone, is no small measure of the dedication and honor displayed by our American farmers. You bet, they're called-upon once again to change the world for the betterment of mankind. Dang, those sodbusters are great.
@asahisagoiboi3517
@asahisagoiboi3517 Жыл бұрын
Russians go to town and meet up quite often.
@rosspitca9142
@rosspitca9142 Жыл бұрын
WE dont have to stop Russia,, that is a Europe problem
@bighands69
@bighands69 Жыл бұрын
Until it becomes America's problem.
@lukehanley5392
@lukehanley5392 Жыл бұрын
The mandatory drafting of someone else’s daughter to off-shore wars has arrived son.
@OM-or3im
@OM-or3im Жыл бұрын
He is wrong on China. It will come out a winner and not collapse as he predicts. They have plenty of agreements with Russia for oil and other important commodities.
@johngalt97
@johngalt97 Жыл бұрын
CCP is doomed.
@tuckerbugeater
@tuckerbugeater Жыл бұрын
@@johngalt97 Absurd. The CCP helped co-fund the creation of Covid. Chinese military even wrote science papers showing new coronavirus discoveries. The CCP just wants to have more control over it's own progression than rely on the consumption of fat swine Americans. I don't know why Zeihan is painting this bleak picture for China but roses and sunshine for the USA.
@gulfbrznsun
@gulfbrznsun Жыл бұрын
If you think we’re seeing migration and illegal immigration, this will kick into super high gear. That will involve consumption of a lot of resources of every sort. Hang on.
@derek9948
@derek9948 Жыл бұрын
If the climate change happens. Wouldn't the the countries to the north grow better crops? Your maps show everything south for growing?
@d-rot
@d-rot Жыл бұрын
Keep watching some of his videos, I want to say he touched on that but I can't recall. ND and SD will see increases in yields because of more sunny days, but still might be net negative for US as places like TX yields fall due to heat/drought.
@LCC389
@LCC389 Жыл бұрын
Can’t afford a good mike? It’s so frustrating with Peter cutting off every third word
@tomcarter1198
@tomcarter1198 Жыл бұрын
12 minutes in and I hope this guy knows more about agriculture than he does about military affairs.
@bighands69
@bighands69 Жыл бұрын
That makes no sense.
@AK-ne4og
@AK-ne4og Жыл бұрын
think he. is mostly wrong when he mentions Brazil soy production is over
@aarus8121
@aarus8121 Жыл бұрын
Old man - share your weed please. we need some good stuff)really, incredibale amount of illusions)
@goldenremnant2610
@goldenremnant2610 Жыл бұрын
The wild card “black swan” event is that China is so terminal and desperate that they have stop at nothing to resolve their problems and survive. One such action I’m thinking of is they attempt to conquer other lands to survive… not unlike what Russia is doing now. Do they have any other choice?
@bighands69
@bighands69 Жыл бұрын
Taking the other lands will only speed up their demise. If China wants to survive it needs to break up into a series of smaller countries and become free market but that is not going to happen.
@djinghiskhan9199
@djinghiskhan9199 Жыл бұрын
XI executing his advisors? I take it you have evidence to back up that absurd claim?
@dindu551
@dindu551 Жыл бұрын
The way he absolutely TRASHED millennials was fabulous
@praetorianstride5948
@praetorianstride5948 Жыл бұрын
Absolutely hilarious. Destroy your own, what a fantastic state of mind.
@praetorianstride5948
@praetorianstride5948 Жыл бұрын
This is why your society is weak.
@praetorianstride5948
@praetorianstride5948 Жыл бұрын
Instead of attempting to understand the other, you push them away as foreign. Sad people, you must be.
@tistelnilsson
@tistelnilsson Жыл бұрын
The non working only getting triggered generation.
@boobah5643
@boobah5643 Жыл бұрын
He didn't trash millenials; he pretended outrage and played into the prejudices he believed his audience had or were at least familiar/sympathic with. Not the same thing.
@OM-or3im
@OM-or3im Жыл бұрын
Also, humbly, why do we worry about pork, an item that many people in the world don’t consume and are better off for it. I would say it’s time to grow other crops and make other products that don’t kill you by causing cardiovascular issues and heart attacks.
@australopithecusafarensis5386
@australopithecusafarensis5386 Жыл бұрын
They care about it because they raise it.
@boobah5643
@boobah5643 Жыл бұрын
@@australopithecusafarensis5386 Partially because he's speaking at a pork conference, partially because the economics of other meat animals is not dissimilar. You can argue to cut the meat animal out of the circuit, of course, but for most people that's very much a lowering of their living standard.
@RJ-kr4bs
@RJ-kr4bs Жыл бұрын
Because bacon is a gift to Man from God. Please don't eat up all my food's food.
@australopithecusafarensis5386
@australopithecusafarensis5386 Жыл бұрын
@@boobah5643 argue with OM not me, I agree with you
@australopithecusafarensis5386
@australopithecusafarensis5386 Жыл бұрын
@@RJ-kr4bs amen
@teclote
@teclote Жыл бұрын
He thinks like Rachel Maddow.
@curioussand1339
@curioussand1339 Жыл бұрын
This didn't age well, Ukraine is coming online
@bighands69
@bighands69 Жыл бұрын
The war is not over and Peter from the start has stated that Russia always starts out badly and their solution is just to throw bodies at a war. Maybe Russia will collapse but do you feel that is going to happen?
@dougg1075
@dougg1075 Жыл бұрын
What happens to all those nukes in China when their society collapses ?
@linmal2242
@linmal2242 Жыл бұрын
Will it collapse? When?
@william1863
@william1863 Жыл бұрын
WTF ??? Why can't we allow Russia to have their own land 😡✝️
@linmal2242
@linmal2242 Жыл бұрын
You mean Ukraine's land? That is what this is about, control of the means of production i e 'turf' !
@matthewdolan5831
@matthewdolan5831 Жыл бұрын
Hmmm... not sure about the President Xi commments... otherwise pretty fair attempt by a working strategist. Accelerating global heating will bring his predictions forward and cause breakdown of markets.
@aliaswave
@aliaswave Жыл бұрын
He was right about the government getting in the way. However Trump was trying to remove government interference so...how was his policy not helping?
@stevenmatthews4848
@stevenmatthews4848 Жыл бұрын
because Trump didn't remove government interference, he just changed the targets of their interference.
@sal8957
@sal8957 Жыл бұрын
ƤRO𝓂O𝕤ᗰ 🍀
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