I know Peter Zeihan. He focuses mainly on energy and demographics. His predictions have a shoddy record. He is your typical "China will collapse any day now" think-tanker. In my opinion his analyses are simple and unscientific. He presents easy to digest ideas in an understandable way, he is also a great speaker. But if you actually deep dive into his narrative and the actual data, you will soon discover that he is mostly wrong or dramatically exaggerating.

Yeah he's just one voice though. Expats are leaving, Global companies are pulling out, the property market is finally crashing, the world is finding other suppliers. Its over.

Zeihan's a quack. He's PoliSci's Michio Kaku.