I'm a few minutes into the podcast and Zeihan has already said stuff like:
* Putin would never throw an atomic bomb to the US because the US always knows where Putin is and we would just bomb him back and terminate him.
* Even if "the Chinese" took Taiwan they wouldn't be able to take advantage of the semiconductor industry. They can't operate their own.
* Russia needs to integrate a number of countries that would double its size to feel safe. If they don't achieve this they have a huge border and not enough troops to protect it.
* "We" listen to everything "the Russian" and "the Chinese" say, the Chinese room is silent. Therefore Xi Jinping is completely isolated. This is the biggest danger in a war with Taiwan.
* If Ukraine falls, Poland is next, NATO will get involved, Russia will get destroyed, thus Russia will probably use nukes.
* I'm almost quoting here: "the plan for the Chinese in the next 10 years is to beat the nationalist drum so that when the food and the energy run out everybody bands together only because they are Han Chinese"
The certainty of his statements could be translated into billons, is this guy a billionaire?