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Peter talks about the Russian reserves: -End of March, Ukranians massacred 76th Air Guard Group (something like that), some of Russia's best troops -Were fighting in T55 tanks, built at beginning of Cold War, require 4 people to operate -All of the original 2000 active tanks are either...

High birth rates vs bad demographics: -Yemen and Nigeria have high birth rates, not a lot of industrialization -Have to look at infant mortality/child mortality under 5 years of age in countries without history of industrialization -Overall life expectency also has to be looked at -Better...

Peter worries about Europe after Germany implodes: -Germany has: extremely high value added economy focused on ultra skilled labor and precision, relatively cheap energy from Russians, global cover for exports via the US -Germany getting fucked by aging population, getting cut off from Russian...

Peter's Marietta College Q&A from March 27: -70 significant minorities in Russia, most Turkic, lots of room for radical Islam -That ISIS splinter group that did the terrorism thinks "ISIS is a bunch of pussies" and wants to kill everyone, doesn't care about holding terrority -Lots of people in...

The Ukranians solved their agriculture shipping problem thanks to the French allowing the Euros to put tariffs on stuff the French care about, allowing the Ukrainian cash crops to be shipped around, Ukranian drones hitting naval assets makes an export corridor in the western Black Sea, less...

The $10 trillion in lost economic growth is fucking insane, if true.

Baby Boomers had rough financial life in their 20s-30s due to huge numbers pushing labor value down, created impression that being in white collar job would avoid competition with boomers, created oversupply of white collar workers and shortage of blue collar workers, need to expand industrial...

French have well earn rep for being narcissists, kind of annoyed at US involvement regardless of how much we're pouring in, punch hard and hard to hit back on land, aren't impacted by Ukraine war, sending troops is more viable now that Europe needs to change, France isn't going to suffer from...

Japan has raised its interest rate to 0.1%, after 17 years of not doing interest rate hikes, the 1980s socio-economic policy fucked up purchasing decisions by incentivizing waiting on buying things, 30 years of flat/negative consumption, industrial base has been offloaded to other countries...

Peter talks about how population shrinking doesn't help at all, even with climate change: -The only way there's any chance of any kind of economic growth is if percentage loss is around the globe equally -18-45 year olds have kids and do the heavy consumption -45-65 year olds are mature...

Ukraine is hitting Russian naval assets from longer distances with drone swarms, got past Russian defenses to do so, the newer Russian patrol boats suck against drones, lost a 5th landing ship - down to 50% landing ship capacity, Russian supply lines getting pretty thin to Crimea,:

Peter shits on the idea of using less energy to have a good economy and points out that using lots of energy to mitigate shitty climates is better than moving to Iowa:

Ukraine is now striking Russian oil refining capacity with drones east of Moscow, more likely to do financial damage than the sanctions:

The Russians are slapping flight kits onto their 1500 kilo drop bombs to turn them into glide bombs, accurate to within 5-50 meters, basically doing what we did in Desert Storm to make JDAMs, have 20-25 years worth of supply of bombs, Ukraine requires a functional air force to intercept bombers...

More Peter Q&A: -Taiwan situation hasn't changed for five years -Can't predict what China will do -China did the same blue collar to white collar shift, hasn't outsourced anything, has tons of youth who aren't suited for what jobs are available -Did the add-on chapters for the audiobook of...

Everybody is going into a recession, China didn't get a post-COVID bump and their population collapse is going on, half of the boomers are retired, consumption led and export growth is basically over, North America still has growth due to demographics and government spending, probably a...

Peter's opinion on tourism: -Baby boomers - will spend on tourism -Millennials - spending money on family events, so looking for cheaper destinations -Blue collar workers - looking for cheaper and shorter vacations -International tourism is going to fall apart, international flights will...

North Dakota has the best rail system coverage of just about anywhere, can ship its agricultural products to the west coast, so it's taking advantage of all the chaos, but the rail system is also being used by the shale oil companies:

Ask Peter Q&A 2: -Immigration won't help Germany, need to bring in 2 million a year for 25 years to stabilize things -Settler states are the only ones who've intergrated immigration into their identity -Canada is the only one to do it at a large scale without producing massive backlash -Hamas...

China is not in the top 10 land buyers, lots of states have put laws against them buying land, any Chinese assets will get chopped up and parceled out to US companies if a war happens: