Zeihan says a lot of interesting stuff, but his track record is pretty spotty.
https://zeihan.com/demographics-part-7-the-northeast-asian-c...
He gets too excited sometimes, like when I saw him give a lecture and seriously say we’d have 9-10% inflation YoY last year and just as much this year IIRC.
I recommend his book to anyone who is interested, he’s not a pundit or anything and has lots to chew on!