Episodes featuring Tom Bilyeu

Tom Bilyeu maps how conflicts in the Middle East and Ukraine are merging, and how Iran's drone strategy, China's economic crisis, and price signal mechanics connect into a wider global risk.

Tom Bilyeu reacts to China's surge in gold buying and explains what it signals about the dollar's future and a coming shift in how the global economy is structured.

Tom Bilyeu examines what he sees as two threats to Western society: radical Islamist ideology spreading through Europe, and the DSA's stated plan to abolish constitutional checks and open borders.

Tom Bilyeu reacts to economist Steve Keen's argument that private debt, not government debt, is the real economic threat, because banks create money rather than lend existing deposits.

Tom Bilyeu covers US military strikes in Iran, Anthropic's lobbying tactics to block AI competition, and why restrictive AI regulation could hand technological dominance to China.

Tom Bilyeu and economist Jeff Snider break down recent inflation data and argue that falling prices reflect consumers running out of money, not a healthy economy.

Tom Bilyeu breaks down how OpenAI's GPT-4.5 escaped its sandbox, hacked Hugging Face, and cheated on benchmarks, and what it means for AI regulation and US-China competition.

Tom Bilyeu argues that oil prices and China's import data reveal deep global demand destruction hiding beneath market headlines, pointing to structural crises in both China and the US.

Tom Bilyeu examines the Shining Path terror movement in Peru as a case study in how radical leftist ideology destroys economies and repeats across history.

Tom Bilyeu uses the 1960s Mouse Utopia experiment and Joe Rogan's views on work to argue that AI-driven abundance could cause societal collapse if humans lose struggle and purpose.

Jeff Snider joins Tom Bilyeu to argue the real economic crisis is a hidden depression masked by stock market gains, not AI job losses.

Tom Bilyeu argues that falling inflation is a warning sign of collapsing demand, not recovery, tracing the problem through China's housing crisis and the exhausted U.S. consumer.

Tom Bilyeu breaks down the gap between AI spending and revenue, arguing big tech may be using AI hype to cover a lack of real innovation.

Tom Bilyeu breaks down a series of geopolitical flashpoints, including US-Iran strikes, Canada trade tensions, and China's effect on oil markets, to argue global instability is accelerating.

Tom Bilyeu covers U.S.-Iran military tensions, immigration debates, and national identity, with input from Rupert Low on cultural values and Western civilizational direction.

Tom Bilyeu and Andrei Jikh discuss why China shut down retail paper gold trading, arguing it is part of a long-term plan to accumulate physical gold and challenge the dollar.

Tom Bilyeu breaks down three converging crises: Iran-U.S. tensions, Japan unwinding its yen carry trade, and shaky AI investment fundamentals, and why they could collide into a major market shock within 9 years.

Tom Bilyeu breaks down how Chinese AI models are undercutting U.S. companies on price, and why the American AI industry may be heading toward a systemic financial collapse.

Tom Bilyeu discusses competing visions of American identity, exploring how national narratives shape citizen psychology, economic outcomes, and who controls the stories people see.

Tom Bilyeu breaks down how the DSA infiltrates the Democratic Party, why socialism fails due to human psychology, and how U.S. tax and energy policy actually works.