"There's Only One Place to Put Your Money" — Peter Zeihan on America's Edge

Geopolitical strategist Peter Zeihan analyzes the shifting global order, contrasting the United States' technological military doctrine with Russia's historical capacity to endure massive human attrition. While the U.S. remains insulated by energy independence and a consumer-driven economy, it faces a critical "sucker punch" due to a hollowed-out manufacturing base and erratic trade policies that hinder industrial scaling. Europe and China face more existential threats; Europe’s manufacturing sector risks collapse as it chooses between environmental goals and national security, likely reverting to coal power as Middle Eastern and Russian energy sources destabilize. Despite internal political volatility and a lack of domestic industrial plants, the U.S. dollar remains the world's only viable safe haven because the fundamental bedrock of the global functional economy is actively breaking elsewhere.