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Peter Zeihan & Steve Curley, CFA - COVID-19: New World Disorder

[The Investors First Podcast, EP. 03]

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Our guest today is Peter Zeihan (@PeterZeihan), a geopolitical expert.  He launched his own firm, Zeihan on Geopolitics, in 2012 in order to specialize in customized executive briefings for his clients. Prior to going independent, Zeihan worked for 12 years with the geopolitical analysis firm Stratfor. He has authored multiple books, including his most recent, Disunited Nations. He is joined by local guest host Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando. 

Zeihan discusses the thesis from his most recent book that the world is becoming more de-globalized, how the COVID-19 outbreak is accelerating that process, U.S. and Chinese relations moving forward, thoughts on the November election, relations between Russia and the Saudis, and the importance of the U.S. having the global currency.    

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL


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Episode Notes

0:38  –  Colby Donovan and Steve Curley introduce the podcast

3:20  Introduce Peter Zeihan and his book, Disunited Nations

6:00 – Where America and China will stand as the world becomes more de-globalized

8:04 – Discussion on his recent tweet about China ousting U.S. reporters

10:08 – Importance of monitoring COVID-19 data from South Korea

13:50 – America's history of manic-depressive behavior (per his recent bulletin)

15:48 – Timeline for possible vaccine

18:18 – Impact of misinformation about COVID-19 being disseminated from China (per his tweet)

23:20 – Thoughts on the upcoming election

25:15  Russian and Saudi relations with regarding oil

27:42 – America and the four other countries with a structural geographical advantage

31:52 – Most important countries the U.S. will have relationships going forward

33:40 – Future of manufacturing coming back to the U.S. and Mexico

36:50 – Importance of the U.S. having the global currency

39:00 – Where to learn more about Peter: twitter, book, website, and newsletter

39:40 – What is the most egregious thing that you have seen in the investment management industry over the course of your career?