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El Nino and Wheat - transcript.pdf 39.0 KB
July 29, 2026

How El Niño and Drones Could Cause Food Shortages || Bonus Video

A combination of weather patterns and battlefield developments could contribute to food shortages in parts of North Africa and South Asia.

We've got El Niño threatening wheat production in key growing states. At the same time, escalating drone strikes in the Black Sea have disrupted both Russian and Ukrainian grain exports. And on top of all that, U.S. policy on Russia, Ukraine, and Iran is actively shifting.

Link to feedback form: https://forms.gle/TC3RNu4oAJGZyPJn7

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Comments (203)

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Jan Kingston · September 14, 2026

I also love the long analysis. It's the reason I am here, Peter. For your knowledge and expertise. Sorry I am so late in commenting. I have a lot of open tabs and I didn't realize I hadn't seen this one until now. But I'm caught up on your more recent videos. Hope you keep on doing what you've been doing. (And, side note, i love to follow your travels and see the places you are at as well.

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Emma Beasley · August 24, 2026

I like your content the way it is. I like the detailed analysis, it helps me understand the overall trends. Money is just getting tighter. Nothing to do with you.

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Jagger · August 24, 2026

Long time listener/reader first time commenter. Thank you for the analysis, assume that is why we are all here and pay for your service. Your knowledge and expertise is valuable but your instinct of what people find interesting/relevant and how you contextualize it is the big value add.

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Nir Nagid · August 19, 2026

This particular video I actually had to play thru 3 times, making notes to keep track of all the details. But then, that's what we're here for! More detailed analyses please!!!

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Luis Mitrica · August 14, 2026

I do prefer longer format analysis. Thank you!

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Bill · August 11, 2026

Don't pander to tik tok brain people out there. Your videos are a healthy portion of my daily education.

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RaySupan · August 9, 2026

Love the video. Keep doing your thing. Truly im jealous .. I want to make videos rambling off the head on random topics while hiking by myself in the mountains, that hundreds of thousands of people watch.

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Alexander Klepach · August 8, 2026

Love the content in this format. Thank you!

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Lou · August 7, 2026

I truly prefer the long analysis. Thanks for everything you do.

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Willian Datoe · August 4, 2026

I think you’re simply interacting with your marginal audience. You’ll always have a marginal audience, and having that be the “impatient” crowd is probably better than the alternative. “I wish the guy sucking wind at the top of a mountain posting a video about Burmese drone technology would get to the fucking point” The headlines do a good job of teasing the vid.

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Peter · August 3, 2026

No man give us as much details info and video time as you can. I could listen all day!

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Tonya · August 3, 2026

I love this kind of information and the interconnection.

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Damon Mendoza · August 3, 2026

Definitely count me with those who love hearing the details. The only reason I would ever consider canceling would be personal finances. Your analysis coming from an understanding of how things work mechanically is an oasis amongst a rotten media landscape dominated by ridiculous culture wars and shameless grift/political theater.

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C · August 3, 2026

More of this please.

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Jason Ross · August 3, 2026

I love the content! I start my day listening to your daily updates. I would love to see a monthly round-up (20-30mins) that encapsulates the topics discussed with details and/or updates, but more detail minded instead of a “here’s what’s changed in the last 48 hrs”

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Jonathan Holmes · August 3, 2026

Really insightful. I have been trying to get UK farmers to help them build more resilience into their soils and businesses models. El Niño, Ukraine (my homeland) Iran and the TACO king all have and impact. Great work thanks

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Richard · August 2, 2026

This is an awesome overview - thanks very much and keep up the good work.

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Shannon Lawler · August 2, 2026

I love your attention to detail. Keep going all in please.

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CWO4 Retired · August 1, 2026

A weird pattern? From short sighted losers who think you’re a weather forecaster? I’ll pay more for the high quality intel that you provide. Better for your staff to dig deeper into the demographics of those who are not looking for weather reports. I’m reminded of Bobby Dylan’s best quip ever - “you don’t a weatherman to know which way the wind blows.”

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Doug Warner · August 1, 2026

I really enjoyed this video, with the extra detail and connections!

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Justin Lucas · August 1, 2026

Long Analysis is what we paid for. If they want shots of information and analysis instead of the handle, they can stick with YouTube.

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Tim Doppel · July 31, 2026

Less isn’t more, more is more. Keep the content.

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Dan L'Heureux · July 31, 2026

I really appreciate the full analysis

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Nathan Wirt · July 31, 2026

I personally love the explanation of inner workings and interconnectedness, keep it up!

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Eric Suggs · July 31, 2026

Do you really want fans who simply accept your bold assertions without care of logic or evidence?

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Solphyre · July 31, 2026

Excellent video as always. Definitely prefer the more detailed analysis!!

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RJ · July 31, 2026

I enjoy the full analysis. Telling us at the beginning this is what i think is going on, this is why its important, and here is the detail behind it is a great presentation.

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Jouni Ojala · July 31, 2026

Very interesting connections and effects.

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Brigitte · July 31, 2026

The long analysis is why I'm.a subscriber! But as a teacher, I can see the short-form is winning & making its way into the curriculum. And keep up the walk & talk, it's a reminder that there's so much more to the US than Trump.

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Rick Moen 🇺🇸🇳🇴🇬🇧 · July 31, 2026

The problem of asking us people who have _not_ cancelled is that you're self-selecting for happy customers. Long ago, when I was trying to hold together a hapless organization called San Francisco PC Users Group, the President, one Tom McLoughlin, asked on the regularly scheduled 2nd Thursday meeting night whether the membership liked 2nd Thursdays. I had to gently explain to him, later, that members who disliked it probably weren't there to ask. This epiphany about statistical sampling methods had eluded him. The survey Peter did (of cancelling users) is obviously useful, but I'm less clear on what asking what people like me think is good for. That said, Peter asked: Is it real, that subscribers aren't interested in the details behind forecasts, only in the forecasts? This subscriber (predictably) cares a lot about details, and in fact cares less about "forecasts" than about deeper understanding of the forces driving geopolitics. Hope that helps.

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Kplx138 · July 31, 2026

This is what l love

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john grah · July 31, 2026

Love the detail. Apolitical, just facts. The only channel I pay money to listen to

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Matthew Greer · July 31, 2026

I only come for the long analysis. Forecast at the beginning or end doesn't matter to me

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Austin · July 31, 2026

MOAR!!

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Gary Lockwood · July 30, 2026

Terrific

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Harlan · July 30, 2026

More content is great! Thanks

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Marian Pritsak · July 30, 2026

MORE DETAILS, not less!

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Richard Taggart · July 30, 2026

Perfect format. Punch line first, reasoning second.

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Wayne Beeson · July 30, 2026

I love the long cause and effect analysis. That is what brings the value. Please keep that coming.

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Eric Murk · July 30, 2026

Teaser+detailed content is a great format. For me, the greater the depth and detail, the better.

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Thomas De Lancey · July 30, 2026

One of your best

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Jim Crouch · July 30, 2026

Your dulcimer tones and educated analyses are why we keep coming back for more. Disregard the naysayers. Oh and the scenery is always interesting.

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JohnDuguid · July 30, 2026

Peter, your analysis effectively connects Black Sea naval disruption, North American weather, and food security risks in lower-income regions is so insightful and spot on. To build on these points, there is a broader impact of El Niño on Australian wheat production, as Australia is a key Asian supplier that often faces severe drought during these cycles. Additionally, when price-sensitive buyers like Egypt are cut off from Black Sea wheat, the resulting pressure forces them to compete for European grain, which creates a ripple effect across global benchmark prices rather than staying isolated to lower-grade markets. Highlighting the interdiction of Caspian and Sea of Azov transit routes is incredibly insightful, as it clearly illustrates the physical bottlenecks threatening food supplies in North Africa and South Asia. Note the impact on WEAT ETF as this continues to play out. It looks like WEAT may have gotten the "Zeihan" bump today!

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marcus jorgensen · July 30, 2026

A few questions: Are there other grain crops that would fill in for the loss of wheat? If not too late, are there wheat exporting countries that see an opportunity, and have the ability, to increase their wheat production? Are there other effective routes via land for getting Ukrainian (or Russian) wheat out? Are there complicating or helpful weather patterns for North Africa and South Asia this year?

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Les · July 30, 2026

Peter, I always appreciate the details and causation. I’m not a summary type and that’s why I’m on here.

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Bill Guptail · July 30, 2026

First I like the way you’re been presenting the information, but I’am probably not your typical listener. I am a 81 year old retired sales engineer who probably won’t be around to see if your predictions are correct. I do however find them very interesting. From the topic too the locations you visit. Just giving a prediction without background info would not interest me that much. Bill

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Doug · July 30, 2026

I love and prefer the analysis vs. a 3' short form video.

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Wally Naaf · July 30, 2026

and the travel logs!

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Wally Naaf · July 30, 2026

I'm a subscriber and I prefer the longer posts...

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Kalenaks · July 30, 2026

We love your work Peter...period. Knowing your market is obvious. What's not obvious, and often challenged, is the embracing of that market. Your market is a finite segment of people who want the details and loath the 30-second subhead. I'd suggest adding more value to a paid subscription like weekend post exclusives (perhaps rather than bonus vids). Increasing your personal "ask" might also help. You rarely ask for anything. It's not just about the content or it's presentation. It's about the personality. You're part of people's lives (whether you like it or not). Take advantage of that. In short, if you're seeing subscriber drop-off, look to a deeper analysis. Back in my content marketing days, for example, I seem to remember a sharp drop-off during hot political campaigning season when folks are throwing a lot of money to candidates.

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Brett Barlow · July 30, 2026

I love the in-depth analysis! Interconnecting these geopolitical items with geography is highly enlightening and not done anywhere else it's good information! Keep up exactly what you doing

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Douglas Voncannon · July 30, 2026

You can't please everyone. Please yourself .

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Kay Allen · July 30, 2026

I think people are battening down the hatches & shedding big & small recurring charges to clean up expenses, as daily life becomes more & more expensive, with no light at the end of the tunnel. Please keep up what you’re doing.

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Stephanie Mathis · July 30, 2026

Love the longer content!

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Chris Pinzon · July 30, 2026

Your analysis is why I am here! Thank you for connecting so many dots that NO ONE else is talking about. Your work is perfect as is!

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Ghostwriter · July 30, 2026

I like the details behind why we are where we are or why we are heading where we are heading. I’d say keep the stats and deep dives

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Nick · July 30, 2026

Keep it the way it is

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Mydgolem · July 30, 2026

I like the detail and analysis. I think if anything, the reason I might cancel is just not feeling like the things I want to hear about are being covered. I want to hear more about AI centers and US food supply problems. The Ukraine Drone development videos interest me, but they are more frequent then I really need.

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Peter Schwartz · July 30, 2026

This Patreon membership is one of the best bang for your bucks out there! Timely. Relevant. I’m a wealth advisor, find the updates incredibly helpful in my work.

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oldwhiteguy · July 30, 2026

Background is hard numbers and 50 yrs in IT. No facts = No Understanding = No Knowledge BTW our winter wheat production was way down due to no snow for insulation and how about the Hormuz shutdown of fertilizer ?

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Thomas Rogerson · July 30, 2026

Peter, You are a master of connecting so many disparate pieces of information and combining them into cohesive predictions of possible and likely future outcomes. Without the details, your predictions wouldn’t make any sense. Please continue to follow your instincts and give us the relevant information needed to connect them dots. Thank You!!!

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Dave · July 30, 2026

Love this format! More of it, please.

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Diana LeRay · July 30, 2026

The analysis is what is most interesting to me. Please don’t cut it short. And I love all the scenery as you’re talking.

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Twomix · July 30, 2026

The Chinese are now openly providing intelligence and arming Iran and Russia against the US and Ukraine.

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KaySeee · July 30, 2026

The analysis is the core of what I'm so interested in and willing to pay for! The more the better. Please keep on sharing it. Maybe another format for those who only want fast conclusions?

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kyle pattison · July 30, 2026

Love the interconnected and longer form analysis. Super interesting

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steven hilferty · July 30, 2026

Good stuff. Love it.

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Jim · July 30, 2026

Great analysis the perfect storm for global increased conflict scary times What’s the possibility of someone using a battle field nuclear weapon in Europe the Gulf it seems more possible by the week. Not to speak of space intelligence satellites attacks ???

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Walter Konopka · July 30, 2026

Predictions are everywhere. It’s your analysis as to why things happen that makes me subscribe.

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Kay Allen · July 30, 2026

I also appreciate the long analysis. I listen to you every morning with my coffee on my back patio. Please don’t go away.

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Rob Mulyk · July 30, 2026

I watch every one of your videos and like the long analysis. Please keep us informed and provide the details which form the basis of your conclusions. Thank you from CANADA!

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Michael H Precht · July 30, 2026

Thanks for connecting these dots! Love your content and books.

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Robert J. Dowling · July 30, 2026

Loved it! Great analysis. I also like how you showed us the mountains. How you keep all this stuff in your head is a mystery to us.

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John Mather · July 30, 2026

The insights you provide is excellent, which is why l watch / listen. But all my Board papers start with an Exec Summary, so my preference is for you to provide a Teaser / hook. I’ll still listen to it all.

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Drunkcraft · July 30, 2026

Read and love your books and am a paying member on Patreon Things that annoy me with the Patreon Videos that we pay for. 1. Shitty Audio Quality Its awesome and beautiful that you're on a mountain but If I'm paying for it I wouldn't mind hearing the whole thing. 2. Short Videos I would almost rather you skip a video than get a 2 minute video. It usually ends with a time will tell and is almost a waste. Love your analysis and your content. If you want people to pay for this then just treat it more seriously. Feels like you just monetized something you were doing for free instead of providing something separate

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Paul BATES · July 30, 2026

The passion of your followers is well earned. I count myself among them.

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Catherine Jefferson · July 30, 2026

Good analysis, as usual. I'm on board. 😄

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Peter Keating III · July 30, 2026

Like the forecasts but hearing the analysis behind them is essential. There, I voted.

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Rob Stout · July 30, 2026

Keep up the long analysis

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PureScotch · July 30, 2026

These are the kind of videos I pay to watch. The new format works too.

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Dave Kmiecik · July 30, 2026

Keep doing what you have been doing.

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Cathy · July 30, 2026

I always learn so much from you - the longer content the better as far as I'm concerned. Keep it up Peter.

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JohnK · July 30, 2026

I like the analysis. It adds validity to the content. I watch your video every day.

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Kevin Holt · July 30, 2026

I’m here for the background and analysis. Please keep it up.

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mark burton · July 30, 2026

You dont need the people that left

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mark burton · July 30, 2026

There used to be a show on PBS called Connections. It was a documentary series, created and hosted by historian James Burke, that explores the surprising links between scientific discoveries, inventions, and historical events, showing how one innovation leads to another in an unexpected chain reaction. The original 1978 series traced the history of technology and its social impact, arguing that modern life is the result of a web of interconnected events, not a linear progression. Its success led to sequels

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Timothy Welter MD · July 30, 2026

Your insight into the mess that is our world today is unique and very helpful. You take the many pieces of a puzzle and one by one show us a picture that not only shows what is happening or what is likely to happen but also the how and the why. That is unique.

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Doug Applegate · July 30, 2026

I’m here for the long analysis — I can skim your written comments for the headlines but keep doing what you have been doing. IMO

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Michael Maberry · July 30, 2026

I love what you do. Detailed analysis that no one else seams to provide.

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Barry Fulford · July 30, 2026

Have each of you books and search yourtube for interviews and conventions. Your morning talk could be twice as long. The more context the better. Best regards. Barry Fulford

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Michael Faria · July 30, 2026

I prefer the Long form Analysis, but this was a cool changeup, maybe just do one or two of these every week or two.

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John F. Fay · July 30, 2026

I appreciate the in-depth analysis that backs up the top-level statements. I have heard entirely too much "proof by assertion" in the news and "analysis" business. Truth be told, the closest I came to canceling was when Mr. Zeihan had an extended case of Trump Derangement Syndrome. (For example, why would pointing out that to feel secure, Russia needs a lot of strategic depth to retreat into make a person a Russian agent?) He's gotten better now, but for a while it was pretty bad.

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Brent · July 30, 2026

love the content, keep all the details coming

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Eli · July 29, 2026

I'm a historian by education and inclination who had a huge black hole where how geography informs history should have been until you threw open the door. I love the long form.

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Dan · July 29, 2026

100% - THIS is what I want. More more more of exactly this. Systems thinking. And personally, I'd like to see the actual NUMBERS. If not in the video then in some supplementary material. Models and spreadsheets even would be amazing. At least for analyst tier - that would really make the tier feel worth the cost. I do want to know exactly how the sausage is made. I'd love a whole open ended behind-the-scenes series on how geopolitical consulting works

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Jim Root · July 29, 2026

Front to back or back to front, this is great content and highly entertaining and food for critical thinkers!! Thanks Peter, love your books too......

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Chris Kearney · July 29, 2026

I had no prior complaints. But, I think the new format is effective, especially segmenting the points and tying it all together at the top and at the bottom. If the band is taking requests, now and again I save posts for future review. I’ll be curious if you have thought of reviewing a past prediction with hindsight. Carry on. I enjoy your work.

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BA · July 29, 2026

I’m here for the details and analysis!

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Lee Lambert · July 29, 2026

I enjoy the full analysis! The more detail the better for me especially the way you tie it all together-like this video. I have noticed less posts in the comment section from members. I enjoy learning from them too.

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Rittlet · July 29, 2026

Excellent post. Keep doing what you’re doing! Summary up front is not critical.

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Lou A · July 29, 2026

Love these analyses, they help me understand the complex underpinnings of current events.

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Nimesh Kummar · July 29, 2026

Great video! Loved how everything connected

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Paul Harp · July 29, 2026

Loved it!

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Terry Lambrose · July 29, 2026

Hi Peter, I am not sure what you mean by people cancelling their subscription with you. It must be a reasonable number for you to request feedback. You are asking those who are still with you by my logic that they like what they are getting, as seen in the comments, and the exercise is a bit self-fulfilling. It does give us, who are still with you, the opportunity to make some general comments and that is a good thing. But I doubt if it gives you insight into why people are unsubscribing. ‘Not renewing’ and ‘cancelling’ are not quite the same thing. If it is ‘not renewing’ it could be a cost thing. If they are ‘cancelling’ in the middle of a contract with you then it could be a range of motivations and you would need to find a way of surveying them. From my perspective I am happy with in-depth analysis. You are a futurist and, by definition, you deal in a world of probabilities. To me your gift/talent is being able to make sense of how we arrived at this point in time based on relevant and critical facts. Then being able to see far enough into the future to paint a picture of what might happen. You are also humble enough to admit that you ‘didn’t see that coming’ when you are wrong. We live in the present, but we act on our perceived view of the future. Your analysis helps me decide what actions to take today. Not that it matters that much as I am already moving into my 80’s. BUT I could live to 100, so it does matter what I do today. Love your work – give me the long version any day … Thanks

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Ziggy · July 29, 2026

More PZ, don't care on format. I just want it for as long as possible too.

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Head & Heart · July 29, 2026

Peter, unless the people abandoning their paid subscriptions is significant for your quality of life income, I encourage you to continue to do what you're doing just as you always have done it. The way you present the complexity of the situation is welcome and if some people can't follow it or want some simple three sentence bottom line, just let them go. Your comfort in your NATURAL delivery is more important for your quality of life – and I track with it and delight in it and encourage you to STAY YOU.

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Peter K · July 29, 2026

I like the deep analysis of the subjects. That might lead the discussion into some unexpected and interesting rabbit holes, but that's exactly why the analysis is thorough.

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robert benfit · July 29, 2026

Great job Peter! Loved the detailed analysis...

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john yawin · July 29, 2026

Great video. If I had a general complaint about Peter's daily video, it would be the lag time between a particular event and his commenting on it. In fairness to Peter, if an event is especially significant, he has made a bonus video along with his daily video.

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7HL · July 29, 2026

Please don’t change a thing! I neither need nor want “teasers. I want your fascinating and insightful long-form analysis! That’s why I’m here!

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Martin D Turner · July 29, 2026

I like these long-format analyses. I am curious, though, about all the detailed information you assert regarding what is going on in the Trump administration. I'd love to know what your sources are. I don't need names or specific details because I know you can't reveal those. However, with what you continue to assert, it would be good to know your resources so we can also look at how best to stay informed. That is certainly not the "lame-stream" media.

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Paul Curtis · July 29, 2026

Good report. The world is a complex system and it’s becoming more and more complex and integrated. I appreciate the analysis identifying the linkages I look forward to more.

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Tom Hungerford · July 29, 2026

Great analysis following the kicker.

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Mj Keeble · July 29, 2026

The long form analysis is why I am subscribed, please keep it 🙂

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ohthepain · July 29, 2026

I like the details. The longer the better.

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Michael Carrie · July 29, 2026

I like the long analysis, I have been having a weird bug on patreon where if I watch the video and ANYTHING pops up the audio stops and I need to switch to the audio only format. Causes include text messages, switching to the main page for the video, phone notification, 1/2 second of a youtube video.

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0th dimension · July 30, 2026

Update your apps

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Claude Shipley · July 29, 2026

You are now seeing how people consume their news e.g., TikTok and YT short format and its impact upon the level of ignorance that results from it. I REALLY like your videos with the long analysis. Do what you have to do to keep your information flowing to those of us who really appreciate it.

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Mitchy · July 29, 2026

Enjoy Colonel Larry Wilkerson whenever I listen to him.

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Michael Anderson · July 29, 2026

This is when you’re at your best - connecting the dots from disparate perspectives

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David Whitlock · July 29, 2026

LOVE the forecast AND the detailed analysis!! Please do not slow down, your daily overviews are invaluable. Thanks!

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Censemaking · July 29, 2026

I love the vids as they are. It's unique, it's your thing, keep at it. If people want short analysis, drop it in the text. That's a good way for people to get their fix without you needing to change something that I believe is working very well.

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Simon Wever 🇦🇺 · July 29, 2026

Great video, thanks!

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Peter Nichol · July 29, 2026

BTW, I do national level surveys that we then publish in the peer review healthcare literature. so if you want, my data analyst and I could throw together a short survey for you and do the analysis gratis. that might help you determine the why behind the drop rate as opposed to shooting blindly in the dark.

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Erik Anderson · July 29, 2026

I 100% love the detailed analysis. More posts like this one, please! Love the chain of events being tied together as only you can do.

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Peter Nichol · July 29, 2026

yeah, I don't read the standard media because the Ledes are click bait. I love the deep analysis and will continue to subscribe.

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Austonian · July 29, 2026

I am a big fan of the deep dives, and I tend to watch the entire video to get the most context, so the order of info within the video is not important to me. The more detail and connections made, the better! I also tend to listen while hiking the Colorado high ridges, so its perfect for me.

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Andrew B · July 29, 2026

I come to this and subscribe specifically because of the details you haven geopolitical blind spots that I’m not aware exist. I don’t want short form- I want someone to challenge what I think is happening and explain the reasoning, and you do a really good job with that.

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Nir Nagid · July 29, 2026

Extended details are the reason we follow you. Keep 'em coming!

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r mutter · July 29, 2026

I prefer details.

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Marco B. · July 29, 2026

GREAT stuff! Keep the 13-15 minute-ish analysis. That IS your bread and butter! The format is excellent, BTW. Whoever came up with it deserves a raise!

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Sponiebr · July 29, 2026

I personally would like to see more of these in-depth videos. I also would like to see more of you, Peter, doing the monthly Q&A's.

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ricky gonzalez · July 29, 2026

Honestly love the content the way it is, but I’m not the people leaving or thinking about it

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Angie · July 29, 2026

The long analysis is essential to truly understand current events. Please continue this format.

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Erik · July 29, 2026

I enjoy the details and love it when you bring in the historical context of the current topic.

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Chris Schweitzer · July 29, 2026

I agree with everyone else here...keep your content the way its been all along! Keep bringing us detailed, reliable, and informative information and do it the way you think is best!

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Roger Rasmussen · July 29, 2026

I like the analysis with context and background. Perfect as is don't change a thing.

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Thunder storm · July 29, 2026

I need the long version, otherwise I am not interested

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Colin Briggs · July 29, 2026

Long Analysis is much better. I watch every day as you always look at angles the rest of the media ignores. You also try to explain how you got to the conclusions.

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David Lee · July 29, 2026

Love it. Keep up the great analysis relating supposedly unconnected events.

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Chuck S · July 29, 2026

I really appreciate the long-form, systems analysis. That’s one aspect I enjoyed from each of your books. The world is a complicated place and you help us have a little bit of perspective on how things interconnect. No doubt forecasting is a challenge, but an educated guess is far more valuable than winging it. Thanks for all you do, Peter!

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Jeffrey · July 29, 2026

Loved the high caloric information download and the analysis that formed your conclusions, this is why I subscribe

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Myron Lewis · July 29, 2026

I like the detail behind your analysis and would rather it be included!

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Paul F · July 29, 2026

You can do 10-15 minute videos every day, I'll listen and would like them better than the 3-5 minute version.

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Jeff C · July 30, 2026

I agree 100%. I start every weekday morning with your video and enjoy learning about things I'd never hear about on traditional media. If others want the Cliff Notes version of stuff that rarely matters, let them read the crawler at the bottom of the screen on Fox Noise or CNN or whatever.

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Paul Olson · July 29, 2026

I too like the extra detail

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Sendrius Telt · July 29, 2026

I prefer the typical (old?) way you make these vids. They're all stories that need a build and a payoff. But, I'll stay subscribed either way. Reading and watching your stuff is like having binoculars that can see the future, and that makes me less afraid. I appreciate any reduction I can get in that area!

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Paul Olson · July 29, 2026

I like your new format.

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El Goofo · July 29, 2026

What's with "Ukraines?" Ukrainians!

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LumenM · July 29, 2026

👁️ thought your earlier post ... Four options to bypass Hormuz was really good, this won is even better. Yeeah-Sooo- GivItuhGo with The New Approach. Beduh ... izOlwayz ... BeduhdnLessbeduh. Changes Pete- The way duh🌬️ Blowz - anduhChanging Tyd datFlowz ... May🐝 Pete ... that is a Sign ... duhCorrect Direction tuhGo ... Yeeeah - BuhchuhKnow Pete ... 👁️Rileedoanknow ...???... 🤷 My suggestion though ... 🙂 JuzGowiduh Flow ... 🏂 An👁️Will Stand By This, Pete ... 👁️Say ... IdzuhGo! ... 💪 WeOlwayzLykBeduh ... ✨⚡️✨ Beduh FoEvuh ...!!!... ✊ 🐈

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Dendo Star · July 29, 2026

I loved this!

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Warwick Brooker · July 29, 2026

The detail is fantastic

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Heart_Builder · July 29, 2026

I love the long analysis! OT : So in the next to 3 to 5 years, China being the world factory will collapse and manufacturing in the US will have to change and we cannot build Manufacturing in the US fast enough. Plus we may well alienate Mexico and Canada and mess-up our trade deals with them . How do we go forward then ?

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Chad Baron · July 29, 2026

I love your analysis and how you show so many things are interconnected. Most of the media completely misses this. These things are so complex and pulling one string can unravel so much.

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Robert Palmer · July 29, 2026

I thoroughly enjoyed this analysis. I personally prefer the detailed explanations of your different topics.

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Flume · July 29, 2026

Super! Keep it up!

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Michael · July 29, 2026

You’re asking those who leave what that didn’t like while those who stay are quite happy with your content. You should get a better mike though that can handle the wind

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Chris Combs · July 29, 2026

Don’t cave to those who demand immediate gratification! Keep the details, they are equally as valuable!

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Erik Stern · July 29, 2026

Love all the videos especially the long ones. Not sure bread and butter is the right cliche given the issues with wheat! Keep them coming from whatever nature park in which you are hiking.

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Michael J Nagar Jr · July 29, 2026

Peter, Keep doing it the way you always have. I want the detailed analysis so I can understand how everything you talk about is related to everything else in this crazy ass world. Keep up the good work.

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Vytautas Žarskus · July 29, 2026

Not sure about forecast + teaser, I think your video structure is fine. What I have noticed is that you used to react to news more. Like for example there was no video on recent Iran-US hostilities resumption or Ukraine attacking Iranian ships (well you talk about it in this video, but I mean like explicitly). Maybe thats one thing I'm missing a little bit. Not considering unsubscribing though. Amazing content and analyses in any case. Much love 🫶

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Jonathan Kennedy · July 29, 2026

Agree! I DO want the details.

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Allen M · July 29, 2026

Simple explanations are usually wrong in details, and in our new world, details are going to matter, a lot. See the comments above about stainless steel? X100

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Pete O'Grady · July 29, 2026

I love the details. Very curious that someone might drop this service. I find it essential. Thanks for the transparency.

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Devin · July 29, 2026

The more analysis the better. I also like the idea of sporadic live sessions on a single subject versus broad/rapid fire. Keep it up.

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JoDa · July 29, 2026

Loved this, please continue!

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Josh Barnhart · July 29, 2026

More content is always better! I love to get the full analysis and look forward to it daily!

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Paul Bigbee · July 29, 2026

Hi Peter. Since you’re not going to get paid for them, use the sub-30 second forecast headlines as marketing on the shortform platforms (YouTube, TikTok), with leads into Patreon here for those who want to pay to learn to think better. The complex web of the shifting global landscape requires genuine experience and domain expertise - it’s why I’m subbed and I have all your books.

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Walter · July 29, 2026

I live for this kind of Long Form Analysis™️®️!!!

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Robert Rubin · July 29, 2026

Your new format is too disjointed and hard to follow. I don't know why you've had a fall off in viewers but please don't change the format.

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Terry Barnett · July 29, 2026

With only my perspective to go on, I first learned of you on JRE. I have been following you since. Became a member as soon as you started Patreon. Please go on John Kiriakou, Theo Von or something similar. The long interview format with you is perfect to show off your knowledge and rationale

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bruce irvine · July 29, 2026

Work it! Insight and detail. Don't become some critter's meal out there!

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Richard DeLotto · July 29, 2026

I have been following you since StratFor, bought your first book (and the rest) as soon as it came out, and signed up for this service as soon as I heard about it. You are part of a “datafeed” including Geopolitcal Futures, Pippa Malmgren, and some others. All provide useful information at various levels of… use for investment research. Thoughts: I just about dropped you based on Trump rants. As you yourself pointed out, US parties are coalitions of factions and your side lost. You made your point, can we move on? If not, some work on the DSA and other crazies might be helpful. Video such as today’s are useful, because few “normal people” are tracking it. Focusing on US politics… slightly less so, as the time might be better spent on Mexican and Canadian politics which are largely opaque, at least to US readers. More DETAIL on numbers, such as fleshing out and CITING SOURCES for you PRC (and hopefully Indian) demographics. I think we are all neglecting Africa, and it is going to get “very badder, very quicker.” Some projections of the weather, famine, demographics and the like MIGHT be very useful. Aside from that… another book, maybe?

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NorCal · July 29, 2026

But of course, if he didn’t have Trump rants, he’d come across as an idiot.

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Carlos Garcia · July 29, 2026

Why is oil still cheap?

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tom cameron · July 29, 2026

Peter, you're almost the Heir to James Burke in making Connections ... you just need to go to NASA to rocket to the top!

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BULLGATOR · July 29, 2026

Love the analysis. It shows how you arrived at the conclusion. Without it, there is a larger chance to doubt your conclusion.

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Robert Boyce · July 29, 2026

This is what I signed up for. It sure took you along time to figure it out. I glad I waited for you to get to this point.

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Kevin Conard · July 29, 2026

Complex issues do not lend themselves to short, sound bitey explanations. Keep it up!👍

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teresa hines · July 29, 2026

I appreciate your analysis in detail. That is why I’ve read your books.

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Jeffery Baker · July 29, 2026

Thank you for your analysis! This is why I listen to you and look forward to your commentary!

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Mark Scheithe · July 29, 2026

Good stuff Peter. I too like the chain reaction especially what is happening from the big business point to our dinner plate and pocket book. I would like to hear about steel, particularly stainless steel. I am a food processor and we are all about stainless steel. Between Canadian and steel tariffs, my industry is sitting on its hands. Thanks

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Anne · July 29, 2026

Keep doing what you’re doing, Peter!!!! I prefer seeing how you reach your conclusions because I learn so much!!

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John Campbell · July 29, 2026

Very happy with information and presentation "as is"

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Nouseva Valo · July 29, 2026

Well... Topic in self was instresing. Love to hear more on similar topic's. As for teaser at the start? I don't really see the point... +Annoyingly American cold open one... (Then again I know what I signed up for) And I always read the text summery on bottom before watching the video. get me Better situation about what peter is speaking in first place.

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Hal · July 29, 2026

Love the insights, especially around the different MAGA types

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ColKlink · July 29, 2026

I joined and pay to hear YOUR analysis - ALL of your analysis. Your use of time and explanation, speaking pace, and details are what educates me. I cannot imagine anyone leaving because of too much detail. Rather, I would think they just don't want to admit that some of your comments regarding the stupidity and destructiveness of Orange Man's actions are contradicting their world view in a way that makes them uncomfortable. But that's just me. Keep on keepin' on.

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Robert Massey · July 29, 2026

Understanding the whole chain of cause and effect is why I support you. Thanks

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CR Green · July 29, 2026

I’m trying to imagine someone who pays for a subscription service that provides complex topical information, who is then bothered by a topic having too much explanation. Keep the videos detailed and complex, Peter and team. I’m glad you’re not TikTok. I like my brain unrotted.

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Eric Alpern · July 29, 2026

Lover your work. You are the only Patreon that I support.

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Robert Kahn · July 29, 2026

You do whatever it is that works best for you. I wish the videos had more content not less.

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Richard Bernard · July 29, 2026

I love the details and all the side stories you have; I love them. Yes, for people in a hurry, forecast first may be a plus. Love your style and the amazing information; keep on hiking brother.

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Jason Irby · July 29, 2026

Sure feels like the Late Bronze Age Systems Collapse.

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HippoPigaMoose · July 29, 2026

Love this format! The more vectors the better...it's WAAAY more fun to model!

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Alex Weigel · July 29, 2026

The question I want to know is what next year's ski season is going to look like because last year was garbage.

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Bill · July 29, 2026

Peter, I love to see where your hiking takes you. The views are fantastic. I am in for whatever information you have to share. I will stay for the details.

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JUKE1980 · July 29, 2026

I love your content the way it is. I haven't fallen victim to short content addiction. We NEED detailed information from non-biased sources. Your first book was, not to be hyperbolic, an absolute eye opener to me. It introduced me to fields of study I never knew existed. Thank you Peter!

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Sam · July 29, 2026

Really appreciate the insight and detail. More like that, please

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Alan Bellomo · July 29, 2026

Great analysis Boss.

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Stephen Agneta · July 29, 2026

I actually love the long analysis. Otherwise I learn nothing. I want to understand how the systems work.

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Oleg Baranovsky · July 30, 2026

ditto

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tom cameron · July 29, 2026

Definitely, you're in Peak Analysis mode, Peter!

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Graham · August 11, 2026

Resultof