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Peter Zeihan is interesting to me. I enjoy watching him, but very much from a 'where can I poke holes in the argument, and what is left.'
There are a number of things I'd give him high marks for, but also a plethora of areas where I go 'but this specific prediction does not follow from the supporting argument.' I'd tend to call him directionally correct, and strongest at the macro-level where he's a bit more forward leaning/seeing than a lot of contemporary wisdom, but weaker when he goes from theory into actual policy impact. There are things where he's absolutely grounded- Peter was identifying the policy paralysis/failure implications of the Chinese COVID response before the public breakdown of Chinese COVID policy- but there are places he misses the boat, either for not recognizing other pre-requisite factors (piracy is not going to instantly pop up to cripple global naval trade; a failure of the Chinese economic model does not mean a collapse of the Chinese state). Sometimes these are part of his bombastic showmanship- the man's job at this point is to shock you into paying attention to his underlying points- and parts are more general analytic failures.
I'd put him in the category of 'you need to be able to support wheat from chaff', but once you do Peter is interesting because he's comfortable bucking the conventional consensus and saying the parts out loud that leading conventional wisdom in the future. Over the last decade it's been interest as a number of things Peter has been saying when they were controversial are uncontroversial now. It's not that he's alone in saying them- the future implications of demographic trends has hardly been a secret- but he's rare in being consistent, public, and most important making specific predictions (some nations will make 'now or never' policies before demographic issues) and translating broad knowledge into actionable advice (demographics + regions at most risk for instability -> specific industrial relevance). He has enough expert/rare knowledge it identify specific indicators or specific disruptions- the Ukraine war's impact to neon production to chips is an example- and a willingness to share perceptions that aren't typically held/propogated by the prestige/establishment media (a recent video on the prospect of nuclear breakout by American allies- not a common media topic).
He's not always right, but he's consistently enjoyable with genuine insights often enough to be worth paying attention, if only to try and define why you disagree with his arguments.
Yeah, I enjoy Zeihan but I do go find some reviews to read after I'm done with his books. I have a much longer "digestion" period for his work than most others.
He's managed a blend of demographic studies, manufacturing and geopolitics in a way that makes him very attractive as a popular-facing commentator (if you start with Zeihan you'll get a broad outline of the questions, if not the answers). But he goes a bit over the top and the trouble is that his reach is so broad and he projects so much certainty that - unless you're a domain expert yourself- you're not sure when he's on firm ground (in terms of things like US demographics it's not a big risk but what about when he starts talking about things way out of his field like the politics of Tanzania?). You have to go back and pick through all of it without the distorting effect of his charisma.
I get that part of it is just his humorous writing/speaking style and it clearly seems to work for him since he seems to be permanently on tour. But some of the stuff he says is simply too much
Case in point.
It's one thing to say China will collapse as a nation - that's already eye-catching enough. Saying things like China will collapse this decade, "for sure" (which I've heard him say)...too much for me. Most academics I read don't talk this way.
I think this is a very fair critique, and specifically the point of recognizing the effect of his charisma and tour model. He is, at the end, in the business of convincing you to either buy his book, pay him to show up and talk, or both. Having that sort of overriding interest doesn't make everything he says suspect, but as you say it needs to be digested.
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