Every Time This Happens To The Japanese Yen, Markets Break — We Had To React

Mamdani on John Stewart, DSA on Fox News, and NYC's City-Run Grocery Stores | Weekly Recap

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[https://tombilyeu.com/]: https://tombilyeu.com/ [https://tombilyeu.com/] ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook [https://open.spotify.com/show/47VE90Cittmo6TGGFqg2xf] —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ [https://www.instagram.com/tombilyeu/] Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en [https://www.tiktok.com/@tombilyeu?lang=en] Twitter: https://twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: https://www.youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] Paleovalley: 30 for $36 https://bit.ly/PaleovalleyIT OpusClip: Explore Agent Opus at https://agent.opus.pro/explore Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Surfshark: Go to https://surfshark.com/bilyeu [https://surfshark.com/CODE]or use code BILYEU at checkout to get 4 extra months of Surfshark!  Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact [https://incogni.com/impact]  Pique: 20% off at https://piquelife.com/impact [https://piquelife.com/impact] Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory [https://netsuite.ai/Theory]. Built for every industry. Ready for every boardroom. Mamdani sat down with Jon Stewart and made democratic socialism sound like libraries and fire departments. We break down why that framing collapses the second you look at what DSA policy actually says versus how it gets marketed. We get into the rent freeze experiment that already ran in New York, the difference between a social safety net and seizing the means of production, the perverse incentive problem, and why the people this movement celebrates should set off alarm bells. Plus the aggressive-agreement trap: where the left is right about helping workers, and where the branding hides something very different. Tom reacts to a viral Fox News interview with a national co-chair of the DSA—a clip so extreme he initially assumed it had to be a setup. Joining Tom is Drew as the two go point by point through the DSA platform laid out on air: abolishing the Senate, replacing the presidency and Supreme Court, abolishing ICE, opening borders with amnesty, defunding the Pentagon, abolishing prisons, and bringing most large corporations under government ownership. Tom argues this is communism unmasked, and explains why America's founders deliberately built a republic with checks and balances to protect citizens—even from a president they hate—drawing a stark contrast with what happens under unchecked power in places like China and Iran. The conversation then digs into the deeper engine Tom sees behind radical leftism: an ideology rooted in resentment and an "overproduction of elites"—young people loaded with debt and taught that virtue means finding how you're oppressed. Drew pushes the economic angle hard, arguing that a generation locked out of the capitalism ladder, priced out of housing, and drowning in household debt has little reason to defend a system that isn't working for them. Together they wrestle with inflation, minimum wage, NIMBYism, and whether you can defuse the ideological bomb without first fixing the economy. A candid, combative breakdown of one of the most consequential political fault lines in America. Tom takes on Mayor Mamdani's plan to launch five city-owned grocery stores in New York—a $70 million, taxpayer-funded endeavor promising a core basket of goods at 30% below retail. Joining Tom is Drew, who pushes back and presses on the specifics as the two work through why running a grocery store is one of the hardest businesses on earth, operating on razor-thin 1 to 3% margins. Tom walks through the economics step by step: even zeroing out rent, taxes, and profit, a 30% discount on core goods leaves an unavoidable gap—one the taxpayer has to close. He explains how artificially low prices distort the market, put upward pressure on surrounding stores, and threaten to drive local bodegas out of business (who are already suing). Drawing on his own experience selling into Walmart with Quest, Tom lays out the "kingmaker" dynamic and the Vlasic Pickle cautionary tale to show how a state-backed buyer would inevitably bully distributors and suppliers down the chain until someone—often the lowest-paid worker or farmer—absorbs the loss. He points to real-world failures in Baldwin, Florida; Erie, Kansas; and a questionable case in Atlanta, and connects it all to the DSA's July program calling for food, energy, medicine, and transportation to be run "not for profit." The core question Tom leaves you with: what are the odds a government bureaucrat runs a grocery store better than Walmart? His answer is blunt—zero. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Chaos in Spain: Immigration Crisis, Conspiracies, and European Instability

The conversation focused on a rapidly changing and turbulent global landscape, with a particular emphasis on recent events in Spain following controversial immigration policies and a dramatic influx of migrants. The discussion explored escalating tensions in the Middle East, including Saudi Arabia's direct engagement with the Houthis in Yemen, and examined complex geopolitical conspiracies surrounding these developments. A key theme that emerged was the destabilization of regions through demographic shifts, clashes of culture, and the potential influence of external actors like Israel and the US. The episode also delved into the state of the US economy, the Fed’s latest moves, and global financial instability, as well as insights on the future of entertainment with EA going private. Several points were raised, including the enduring impact of religious extremism, the evolution of Western and Islamic societies, accountability in public health leadership, and the unintended consequences of government intervention in technology sectors. Throughout, the discussion emphasized the dangers of jumping to conclusions and the importance of critically assessing rapidly unfolding narratives in an era defined by uncertainty and change. Quince: Free shipping and 365-day returns at https://quince.com/impactpod [https://quince.com/impactpod] Whatnot: Download the Whatnot app today and get free shipping on your first order. Monarch Money: Start your free trial and get 50% off your first year of total money clarity at https://monarchmoney.yt.link/QxOLEVx [https://monarchmoney.yt.link/QxOLEVx] or code TB50 for 50% Off Monarch Core tier. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact [https://shopify.com/impact] Surfshark: Go to https://surfshark.com/bilyeu [https://surfshark.com/CODE]or use code BILYEU at checkout to get 4 extra months of Surfshark! ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALE [https://impacttheory.co/SCALE] Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Every Time This Happens To The Japanese Yen, Markets Break — We Had To React

On this episode of Impact Theory with Tom Bilyeu, we dive into the complex and rapidly shifting dynamics of Japan’s economy and why the entire world—especially investors—needs to pay close attention. Jeff Snider and guest Andre Jik unpack the unraveling of Japan’s legendary economic resilience, explaining how decades of low interest rates created a global liquidity engine now threatening to go into reverse. The conversation explores the cascading impact of Japan’s monetary moves, from the yen carry trade to the unprecedented pressures forcing Japanese wealth to return home. We break down the psychology driving economic decisions, the looming possibility of authoritarian interventions, and why changes in Japan’s bond and currency markets could send shockwaves through everything from US Treasuries to your own retirement account. Whether you’re a market watcher or just trying to understand how faraway headlines can hit your wallet, this episode builds a mental map for navigating one of the most important—and misunderstood—economic stories of our time. Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Surfshark: Go to https://surfshark.com/bilyeu [https://surfshark.com/bilyeu]or use code BILYEU at checkout to get 4 extra months of Surfshark! Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact [https://incogni.com/impact]  Pique: 20% off at https://piquelife.com/impact [https://piquelife.com/impact] Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory [https://netsuite.ai/Theory]. Built for every industry. Ready for every boardroom. Sign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=you [https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social] tube&utm_medium=social [https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social]  Check us out wherever you get your podcasts: Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd [https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd] Apple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648 [https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648] Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder [https://tombilyeu.com/zero-to-founder]) Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com) [https://tombilyeu.com] Check out our Video game - Project Kyzen: (https://projectkyzen.io/) [https://projectkyzen.io/] Catch Me Streaming on Twitch - (https://twitch.tv/tombilyeu [https://twitch.tv/tombilyeu]) Link to IT discord: https://discord.gg/TZKJ2etPbT [https://discord.gg/TZKJ2etPbT] Tom's Favorite Things List: https://amzn.to/41Ftt7e [https://amzn.to/41Ftt7e] For Business inquiries: connect@impacttheory.com [connect@impacttheory.com] FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ [https://www.instagram.com/tombilyeu/] Twitter: https://twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: https://www.youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

China Just Made Its Biggest Gold Move In 3 Years — We Had To React

Episode Introduction The conversation focused on the dramatic changes unfolding in the world economy and their far-reaching effects on personal wealth and global markets. One concept discussed was the historical Hamiltonian economic model, emphasizing the cycle of protecting domestic industries, building manufacturing strength, and eventually succumbing to the temptations of financialization. A key theme that emerged was the current strategic maneuvering of global superpowers—most notably China—moving away from US debt and aggressively acquiring physical gold, signaling a shift in trust and reserve currency status. The discussion explored how America’s shift away from its manufacturing roots, driven by decades of financialization and globalization, has created vulnerabilities now being exploited on the world stage. Several points were raised, including the “impossible triangle” faced by policymakers, the deliberate weakening of the US dollar, and the implications of central banks’ gold buying for individual investors. Ultimately, the episode challenges listeners to rethink conventional wisdom about currency, assets, and the evolving balance of global power. Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=you [https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social] tube&utm_medium=social [https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social]  Check us out wherever you get your podcasts: Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd [https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd] Apple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648 [https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648] Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder [https://tombilyeu.com/zero-to-founder]) Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com) [https://tombilyeu.com] Check out our Video game - Project Kyzen: (https://projectkyzen.io/) [https://projectkyzen.io/] Catch Me Streaming on Twitch -  (https://twitch.tv/tombilyeu [https://twitch.tv/tombilyeu]) Link to IT discord: https://discord.gg/TZKJ2etPbT [https://discord.gg/TZKJ2etPbT] Tom's Favorite Things List:  https://amzn.to/41Ftt7e [https://amzn.to/41Ftt7e] For Business inquiries: connect@impacttheory.com [connect@impacttheory.com] FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ [https://www.instagram.com/tombilyeu/] Twitter: https://twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: https://www.youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Surfshark: Go to https://surfshark.com/CODE [https://surfshark.com/CODE] or use code CODE at checkout to get 4 extra months of Surfshark!  Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact [https://incogni.com/impact]  Pique: 20% off at https://piquelife.com/impact [https://piquelife.com/impact] Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory [https://netsuite.ai/Theory]. Built for every industry. Ready for every boardroom. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Cultural Suicide or Progress: The West’s Struggle with Immigration, Identity, and Radicalism

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALE [https://impacttheory.co/SCALE] Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social [https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social ] Welcome back to The Tom Bilyeu Show with cohost Drew and channel Moderator, Ryan! In this episode, today's conversation focuses on the deepening collision between Western values and radical ideologies, examining recent headline-grabbing events—such as a violent attack at a Berlin pride parade—and exploring their broader societal implications. A key theme that emerged was the tension arising from clashing value systems, particularly as mass migration and ideological divides challenge the fabric of Western nations. The discussion explored not just the menace of extremism, but also the influence of far-left political movements, examining policy proposals from groups like the DSA and their potential effects on democracy, culture, and the economy. Several points were raised, including the risks of narrative capture in an age of rapid information, the recurring patterns of history when values collide, the limitations of current U.S. military and economic strategies, and the urgent need for honest debate about immigration, national identity, and the West’s future. This episode dives into controversial topics with unflinching honesty, aiming to spark critical thought about the challenges and responsibilities facing societies today. Sponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Surfshark: Go to https://surfshark.com/CODE [https://surfshark.com/CODE] or use code CODE at checkout to get 4 extra months of Surfshark!  Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact [https://incogni.com/impact]  Pique: 20% off at https://piquelife.com/impact [https://piquelife.com/impact] Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory [https://netsuite.ai/Theory]. Built for every industry. Ready for every boardroom. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].