Inflation Just Crashed — and That’s the Scariest Part
🎙️ Sponsored by Straight Arrow News — unbiased facts, straight down the middle. SAN.com/tombilyeu (Tom’s pushing for 100 app downloads today — grab it there).
Inflation just posted its biggest monthly drop since COVID — and almost everyone is reading it wrong. Tom and Drew break down why falling prices right now aren’t a win but a warning: not the innovation-driven deflation we want, but demand destruction rippling out of China’s housing crisis and a stealth recession that’s been building for two years. If you’ve felt broke while being told the economy is booming, this is the segment that explains why. Plus: Japan just reclassified crypto as a financial instrument and changed the game, a Bangalore startup patented its way around China’s rare-earth magnet stranglehold, and the AI companion that hit 100K downloads on day one.
SAN.com/tombilyeu (Tom’s pushing for 100 app downloads today — grab it there).
0:00 Intro
2:20 Inflation drops like rock
30:25 Trump restarted war
46:50 Lindsey Graham and Darlene
48:12 NDAA House vote
51:07 Voter fraud
1:04:17 AI Political Ads
1:27:17 ICE Shooting
1:38:25 Japan’s New Crypto Bill
1:47:44 Future Tech
Sign up for my AI Masterclass: 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
Apple: 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)
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)
Check out our Video game – Project Kyzen: (https://projectkyzen.io/)
Catch Me Streaming on Twitch – (https://twitch.tv/tombilyeu)
Link to IT discord: https://discord.gg/TZKJ2etPbT
Tom’s Favorite Things List: https://amzn.to/41Ftt7e
For Business inquiries: connect@impacttheory.com
FOLLOW TOM:
Instagram: https://www.instagram.com/tombilyeu
Twitter: https://x.com/TomBilyeu
YouTube: https://www.youtube.com/@TomBilyeu
@donnasprague767
July 16, 2026 at 10:59 am
Our government is and companies are all conspiring to take boomer money
@cryptocuzzins9214
July 16, 2026 at 10:59 am
Speaking of your AI political ad statements the biggest problem is who's going to enforce it. There never is any enforcement there never are any ramifications.
@onlocation8859
July 16, 2026 at 10:59 am
Wow you talk non stop repeating and beating the horse
@BruceWayne-yj7bd
July 16, 2026 at 10:59 am
(02:14 – 17:11) claims a stealth recession is occurring because the recent significant drop in inflation is driven by demand destruction stemming from China's housing crisis and weak global economic conditions, rather than positive, innovation-led deflation.
@CaptainAmerica-q4d
July 16, 2026 at 10:59 am
Inflation drops because of the supply of oil being stepped up and then: "Trumps announced to congress that he's returning to war with Iran and closing the H straight!" 1+2=3, yep you heard right, if the inflation index goes down then forever war start over from scratch; the Oligarchs, controlling the executive branch have won again; after all their winners not losers; as Trump would say,,, right after he was told to get the oil prices back up!!!
@thomaspettit788
July 16, 2026 at 10:59 am
Drew cant be serious about losing California to illegals. No state should fall. We are the UNITED States of America. Why is ok in this day and age that it is ok to lose an American ciry or state? Wake up America. We are being wiped out one city and state at a time. America has fallen
@JRR100
July 16, 2026 at 10:59 am
Ryan saying America is a very uneducated country. How rich, coming from the guy who said that he gets his info from the BBC because it is an unbiased and reliable source for accurate truthful unbiased information!!!
@Syntiont
July 16, 2026 at 10:59 am
Bring on the TYT folks sometime. You need to do more talks with them and other different independent voices that can articulate as well as you.
@mikeduncansr3032
July 16, 2026 at 10:59 am
DREW IF CALI LETS THE VOTE GO WHATEVER THEN STATES THAT FOLLOW THE RULES GET CANCELLED OUT WITH FRAUD VOTES !
@DT-tp6vm
July 16, 2026 at 10:59 am
None of this matters in the long run.
@cpcreit
July 16, 2026 at 10:59 am
man, if you are using Jeff Snyder for financial data, you will be sorely disappointed, he's been wrong "forever", just scroll thru his last 10 yrs track record, dismal forecasting and poor assumptions….Re China, they are a "close" system, you cannot use "open system" logic to figure out what's happening there…their banks have been carrying bad debt "forever" and yet, they never (the large state owned ones) go into receivership…kicking cans down the road in perpetuity, always waiting for another upswing to "refi" into larger loans to catch up on all the back interests and then some, a literal farce or make believe Enron like accounting system….
@JoeSmith-jd5zg
July 16, 2026 at 10:59 am
Doesn't matter if wage growth ties with inflation. Those $ are at your marginal tax rate…you lose.
@TBoyTerminator
July 16, 2026 at 10:59 am
It changes how I look at you. Your trying to paint a detailed picture on why you think inflation stopped but it's wasteful of my time to watch you talk about it in this way. Stick to the big picture like you used to! Inflation is going to go up and down just like Wall Street markets do. UP, UP, DOWN! Two ups to one down and not the other way around like everyone is used to. The majority is negative years ahead until the 30's.
@jehriasean6379
July 16, 2026 at 10:59 am
Great video.
@jehriasean6379
July 16, 2026 at 10:59 am
It's not coincidence Tom. It's definitely not coincidence.
@canadianroots7681
July 16, 2026 at 10:59 am
1:33:48 When immigration showed up to deport my sister, do you know what we did? We complied. Until we got US citizenship, my family was very cognizant that we were guests in this country and could be removed.
@joyelliott3192
July 16, 2026 at 10:59 am
If you explained why inflation went down and why that is bad i missed it. This whole episode was borrring.
@inezascari9424
July 16, 2026 at 10:59 am
Cpi dropping in the months they use to determine cola raises for social security is very convenient…nothing to see here.
@MarkHoover-dv7mf
July 16, 2026 at 10:59 am
I bet Drew would wear a mask real quick if he worked for ice. He's blatantly ignoring reality. The officers IN EVERY DAMN SHOOTING have been identified. Further, there's 100% non uniformed, non police car driving police and other federal agents. There's under cover police in every major city. Swat wears masks all the time. What you want is to DOX THEM. full stop.
@JiGNYCE
July 16, 2026 at 10:59 am
Man I would LOVE to see an interview with George Gammon!
@kaitarjkhara2663
July 16, 2026 at 10:59 am
You both need to watch The West Wing. Then you would know this stuff like appointments to finish terms.
@rickymartinez4951
July 16, 2026 at 10:59 am
Hey Tom is New York closed yet?
@rickymartinez4951
July 16, 2026 at 10:59 am
Year-over-year: Prices are still 3.5% higher than they were a year ago. So while prices fell a little from May to June, they’re still noticeably higher than last June. That’s an improvement from 4.2% annual inflation in May, but it’s not deflation over the long term.
@BlazeBlue22
July 16, 2026 at 10:59 am
With true freedoms comes significant risks. It's worth the risks. America can't be America if it's not free.
@BlazeBlue22
July 16, 2026 at 10:59 am
We're truly giving up our freedoms a little at a time. All under the pretense of protecting this group or that group. Won't be too much longer before we no longer have free speech or the right to have a gun. It's such a shame we'll be just like the British soon.
@MarkHoover-dv7mf
July 16, 2026 at 10:59 am
There's been people appointed to a congressional seats for a long time. It's nothing new.
@MaryAnnDefeo-i9o
July 16, 2026 at 10:59 am
Drew, please run for congress. The more Tom talks the more he shows his real self.
@Somethingiswrngwthu
July 16, 2026 at 10:59 am
For some of us, the resentment has went far beyond championing a governing style with the highest kill count throughout history. I have voted republican my entire life except for Obamas first term, I dont consider myself Republican, I try to lean into the candidate with the most common sense and realistic, practical world views for the world we live in at the time they are elected. Ive been studying politics many years, but believe me when I tell you that I will vote in Bernie Sanders if possible next election. Id vote in your favorite if he was there, Mao. Even knowing what I know. Especially knowing what I know. Not because I believe in him or his views, quite the opposite. But Im not even angry anymore, emotional, Im tired. Tired deep down past my flesh, muscles, bones. Im an atheist, so I wont say Im tired in my soul. But thats directionally correct. There's no bootstrap left to pull on. There's not even a fucking boot. I would rather watch it all fold in ourself, while it still can, before AGI embodied robots are able to be spun up with the snap of a finger. You say that you are cause and effect. You are always looking for ways to better learn, in a realistic, logical way, the world around you. Ive watched every video. Live. I admire your honesty, even when unpopular, even if it seems heartless. Reality is reality. I agree. Reality is what this country's founders ran from, fought and died for, freedom and a chance to be better to do better as an individual and to their best abilities they tried to create a framework to prevent what they ran from. But history always repeats itself. We are having a biological experience…sure, but above all we are forever having a human experience. The highest class of society could not make us bend the knee when we came here and fought them. But over time we made our own and our highest class slowly swayed our politicians and as technology and distractions grew they put us right back where we started. Either intentionally or unintentionally is irrelevant we are here. If socialism's history has shown us what it will do, if we had a full real 100% unclassified history of our politicians and the ultra rich listing everything theyve said, believe, and have done to help or hurt the common person, which way do you think it would go? Would we think that the history our politicians and the literal kings/queens of our country (ultra rich) would give us any hope for any of them to give any MEANINGFUL change to help the common person?
@marccox8977
July 16, 2026 at 10:59 am
CPI and inflation down ? That's bullshit – so again Trump and his Goebbels style propaganda machine is always tell bigger lies and totally fact free AKA convenient lies that only helps Trump and his major million dollar donors
@robertkwalton1981
July 16, 2026 at 10:59 am
The iran war has been done to prevent Deflation and prevent money printing during this 4 year cycle. Its just kicking the can down the road. Once deflation is realised to the point it makes paying the national debt off difficult it's gonna dwarf the money printing during covid and the introduction of negative rates in America. Bond yields will plummet too.
@KaizokuMar
July 16, 2026 at 10:59 am
Even the title is AI generated, you couldn’t remove the chatGPT dash? “-“
@dalemura358
July 16, 2026 at 10:59 am
Were all in trouble!!