Episodes featuring Tom Bilyeu
Browse episodes where Tom Bilyeu appears as host or guest. View all episodes →
Tom Bilyeu breaks down the U.S. debt crisis, Canada's trade pivot to China, and whether AI growth can prevent a global economic collapse.
Tom Bilyeu covers three policy battles he says are weakening America: bond yield control, the AI race with China, and government-subsidized competition with private business.
Raoul Pal joins Tom Bilyeu to explain why AI will dominate the economy by 2030 and how investors and builders should position now rather than waiting for a crash.
Tom Bilyeu breaks down a Census Bureau report on non-citizen voting, Trump's handling of allies like South Korea, and what drives socialist movements among wealthy young people.
Tom Bilyeu and Jeff Snider argue that the US and Chinese economies are both weakening at the same time, while their governments use stimulus to hide the damage.
Tom Bilyeu analyzes why Andrew Wilson lost his debate against Candace Owens, then covers JD Vance on reserve currency, wealth tax policy, and the Iran conflict.
Tom Bilyeu examines the US-China AI race, asking whether the industry is in a dangerous bubble or early in a long growth cycle, using debt ratios and revenue data.
Tom Bilyeu breaks down three connected crises: runaway U.S. deficit spending, interest payments now exceeding defense costs, and high school graduates who cannot read.
Tom Bilyeu explains why socialism fails in practice, using East and West Berlin as a real-world experiment to show how price signals, free-rider problems, and concentrated power doom central planning.
Tom Bilyeu examines Nvidia's new AI financing plan and argues its structure echoes the financial engineering that caused the 2008 crisis, putting investors at risk.
Tom Bilyeu and Ed Zitron examine why analysts are comparing the AI boom to Enron, tracing how accounting tricks and hidden debt put pension funds and retail investors at risk.
Tom Bilyeu covers how China is executing a long-term strategy to challenge US dominance while America weakens itself through policy failures and complacency.
Tom Bilyeu breaks down why Warren Buffett's $400 billion cash position and current valuation metrics suggest equity markets may be at dangerous levels.
Tom Bilyeu covers how the Democratic Socialist Alliance wins local races while outspent, Tucker Carlson's policy platform, birthright citizenship orders, and how wage data is being misread.
Tom Bilyeu talks with economist Steve Keen about why private debt, not government debt, drives booms and busts, how China mixes state planning with fierce competition, and why Keen expects an AI bust.
Tom Bilyeu argues that US threats against Iran are hollow due to depleted munitions, reluctant allies, and an ideological mismatch that structural constraints make escalation impossible.
Tom Bilyeu debates a DSA intellectual on democratic socialism, arguing that union tactics, rent control, and anti-market policies would destroy small businesses and concentrate power in monopolies.
Tom Bilyeu and co-host Drew cover the stalled Iran war, Trump's Truth API, the US-Japan yen intervention led by Scott Bessent, Neuralink, and film, with Bilyeu arguing the West has lost its nerve.
Tom Bilyeu breaks down the mass migration surge into Spain's Ceuta and Melilla, escalating Middle East tensions, and worsening US economic signals.
Tom Bilyeu explains how Japan's unwinding carry trade could spike US Treasury yields, hit stock portfolios, and raise mortgage rates for everyday Americans.