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The Prof G Pod with Scott Galloway · March 11, 2026 · 55m

How the War With Iran Could Reshape the Global Economy — with Peter Zeihan

Geopolitical strategist Peter Zeihan on what the Iran conflict means for the global economy: oil supply disruptions, energy market instability, and cascading effects on China, Europe, and globalization. Zeihan's framework — that geography, demographics, and energy access explain more than ideology — makes the abstract concrete. Covers why the Middle East conflict reshapes global trade routes and supply chains.

Highlights

Geography and demographics explain more than ideology
Zeihan: oil routes, aging workforces, and chokepoints explain geopolitics better than anyone's stated intentions.

References

The End of the World Is Just the BeginningPeter Zeihan (2022)How demographics and geography determine geopolitical outcomes

Misc

Zeihan's geographic/demographic determinism applied to the Iran war
Oil supply disruption scenarios and their cascading effects
Implications for China (energy dependent) and Europe (trade routes)