Welcome to Impact Theory with Tom Bilyeu. In today's final London episode, we dig into the unverified Iran framework reportedly brokered between the US and Tehran — a 30-day pause that may have more to do with calming a fracturing bond market than ending a war. Joining Tom is Drew, who walks us through the leaked terms, why Netanyahu reportedly had "his hair on fire" on a call with Trump, and what Israel's rumored surprise strike could mean for any path to a permanent deal. From there, the conversation widens into the wealth extraction lens on modern warfare, the three industrial complexes running the show, and the four simultaneous bond markets flashing historic warning signs. Tom breaks down the Cape ratio hitting levels not seen since 1929 and 1999, walks through his own personal portfolio (three years in cash, Bitcoin, gold, short-term US debt, and broad diversification), and explains why timing the market is a fool's errand compared to building a thesis. We also cover Bernie Sanders' new bill to cap super PAC contributions at $5K — a rare moment of cross-aisle agreement for Tom — alongside a brutal point-by-point dismantling of California gubernatorial candidate Tom Steyer's claim that we just need to "tax billionaires more." Spoiler: per-capita inflation-adjusted spending on transportation, healthcare, and education is already up 50%, 100%, and 700% respectively since 1952. The problem isn't taxation. It's competence. Plus: the largest autism fraud case in US history out of Minnesota, AOC's brown-water data center stunt that Tom calls "treasonous," Jeff Bezos predicting AI will let one spouse leave the workforce, the AI-made film premiering at Cannes, Spotify and Universal's new AI remix licensing deal, the Figure robot running 200 hours error-free, and a viral CEO firing his entire HR department. Whether you're here for the geopolitics, the macro economics, or Tom's no-anonymous-feedback management philosophy, this episode covers a lot of ground from the road. Hit subscribe. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: 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 —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/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodAT&T Business: Switch to AT&T Business at business.att.com 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/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact Monetary Metals: Future-proof your wealth at https://monetarymetals.com/impactPique: 20% off at https://piquelife.com/impact tom bilyeu, impact theory, tom bilyeu show, tom bilyeu live, drew, iran ceasefire, trump iran, netanyahu, israel iran, ukraine russia, bond market, cape ratio, jeff bezos ai, bernie sanders super pac, tom steyer, tax the rich, billionaire tax, minnesota fraud, feeding our future, jd vance, aoc data center, ai film cannes, spotify ai, universal music ai, figure robot, asmongold ai, tommy robinson, mamdani, money in politics, wealth extraction, citizens united, london podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 hr and 51 mins