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Impact Theory with Tom Bilyeu
Guest
Tom and Drew walk you through the current state of the stock market, Bitcoin’s unpredictable surge, gold peaking at all-time highs, and the relentless uncertainty plaguing investors. The duo then shifts focus to the seismic dynamics between the US and China, analyzing a thought-provoking video that pulls the curtain back on China's vulnerabilities in the ongoing tariff war.
You’ll get an unfiltered look at why companies are pivoting away from Chinese manufacturing, how currency manipulation can rattle financial stability, and the real-world impact of global supply chain risk.
Tom and Drew don’t just tackle economic facts – they challenge media narratives and urge listeners to look beyond the headlines to the real drivers of market sentiment. If you’re looking for actionable insight into how today’s economic chess match could play out, this is the episode you can’t afford to miss.
SHOWNOTES
00:00 Global Uncertainty Amid Trump Era
03:50 "Uncertainty in US-China Dynamics"
07:48 US-China GDP: Buyer vs. Seller Dynamics
11:37 Public Companies' Pricing Pressure
14:36 China's Currency Manipulation Accusations
19:31 China's Advanced Chip Manufacturing Plans
23:14 US-China AI & Chip Rivalry
25:59 "Managing Uncertainty in Investing"
30:21 Parental Choice in Education
32:47 Google Antitrust and AI Concerns
34:29 Data, AI Race, and Regulation
39:55 AI-Assisted Screenwriting Insights
42:06 Evaluating Non-Nutritive Food Additives
44:58 Evolutionary Sperm Competition Theory
47:40 Evolutionary Mating Strategies
50:25 "Trust and Relationship Rules"
CHECK OUT OUR SPONSORS
Audible: Sign up for a free 30 day trial at https://audible.com/IMPACTTHEORY
Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out
Upway: Get $150 OFF any purchase over a thousand when you use code IMPACT at https://upway.co.
Thrive Market: Go to https:thrivemarket.com/impact for 30% off your first order, plus a FREE $60 gift!
American Alternative Assets: If you're ready to explore gold as part of your investment strategy, call 1-888-615-8047 or go to https://TomGetsGold.com
Tech Unheard: Tune into Tech Unheard from Arm and NPM—wherever you get your podcasts.
Monarch Money: Use code THEORY at https://monarchmoney.com for 50% off your first year!
Mint Mobile: If you like your money, Mint Mobile is for you. Shop plans at https://mintmobile.com/impact.
DISCLAIMER: Upfront payment of $45 for 3-month 5 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details.
What's up, everybody? It's Tom Bilyeu here:
If you want my help...
Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.
**********************************************************************
If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.
**********************************************************************
Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu
**********************************************************************
LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory
**********************************************************************
FOLLOW TOM:
Instagram: https://www.instagram.com/tombilyeu/
Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en
Twitter: https://twitter.com/tombilyeu
YouTube: https://www.youtube.com/@TomBilyeu
Learn more about your ad choices. Visit megaphone.fm/adchoices
Continue reading...
You’ll get an unfiltered look at why companies are pivoting away from Chinese manufacturing, how currency manipulation can rattle financial stability, and the real-world impact of global supply chain risk.
Tom and Drew don’t just tackle economic facts – they challenge media narratives and urge listeners to look beyond the headlines to the real drivers of market sentiment. If you’re looking for actionable insight into how today’s economic chess match could play out, this is the episode you can’t afford to miss.
SHOWNOTES
00:00 Global Uncertainty Amid Trump Era
03:50 "Uncertainty in US-China Dynamics"
07:48 US-China GDP: Buyer vs. Seller Dynamics
11:37 Public Companies' Pricing Pressure
14:36 China's Currency Manipulation Accusations
19:31 China's Advanced Chip Manufacturing Plans
23:14 US-China AI & Chip Rivalry
25:59 "Managing Uncertainty in Investing"
30:21 Parental Choice in Education
32:47 Google Antitrust and AI Concerns
34:29 Data, AI Race, and Regulation
39:55 AI-Assisted Screenwriting Insights
42:06 Evaluating Non-Nutritive Food Additives
44:58 Evolutionary Sperm Competition Theory
47:40 Evolutionary Mating Strategies
50:25 "Trust and Relationship Rules"
CHECK OUT OUR SPONSORS
Audible: Sign up for a free 30 day trial at https://audible.com/IMPACTTHEORY
Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out
Upway: Get $150 OFF any purchase over a thousand when you use code IMPACT at https://upway.co.
Thrive Market: Go to https:thrivemarket.com/impact for 30% off your first order, plus a FREE $60 gift!
American Alternative Assets: If you're ready to explore gold as part of your investment strategy, call 1-888-615-8047 or go to https://TomGetsGold.com
Tech Unheard: Tune into Tech Unheard from Arm and NPM—wherever you get your podcasts.
Monarch Money: Use code THEORY at https://monarchmoney.com for 50% off your first year!
Mint Mobile: If you like your money, Mint Mobile is for you. Shop plans at https://mintmobile.com/impact.
DISCLAIMER: Upfront payment of $45 for 3-month 5 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details.
What's up, everybody? It's Tom Bilyeu here:
If you want my help...
- STARTING a business: join me here at ZERO TO FOUNDER
- SCALING a business: see if you qualify here.
Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.
**********************************************************************
If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.
**********************************************************************
Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu
**********************************************************************
LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory
**********************************************************************
FOLLOW TOM:
Instagram: https://www.instagram.com/tombilyeu/
Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en
Twitter: https://twitter.com/tombilyeu
YouTube: https://www.youtube.com/@TomBilyeu
Learn more about your ad choices. Visit megaphone.fm/adchoices
Continue reading...