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Trump’s 30-Day Ceasefire Framework — NEW Iran Ceasefire LEAKED

Tom Bilyeu | May 25, 2026



Welcome to The Tom Bilyeu Show, broadcasting LIVE from London for our final morning across the pond. In today’s episode, Tom and Drew break down a packed news cycle — from the rumored 30-day Iran ceasefire extension to the explosive reports that Netanyahu had his “hair on fire” after Trump informed him of the framework. Together, they unpack what the deal actually means, whether it’s a genuine path to peace or just another tool to manipulate the bond market, and why four U.S. bond markets are flashing historic warning signs at the exact same time.Joining Tom is Drew, who pushes back on the doom narrative and drags the conversation back toward optimism — diving into Jeff Bezos’ viral interview predicting AI productivity gains so massive that one parent could leave the workforce entirely. They cover the $500K AI-generated film premiering at Cannes, Asmongold’s warning that the top 10% are about to replace the bottom 90%, and Figure’s humanoid robot hitting 200 hours of flawless operation.Tom also takes a flamethrower to California gubernatorial candidate Tom Steyer’s “tax the rich” pitch, walking through a viral breakdown from Bearded Maestro proving the U.S. already spends more per capita on roads, healthcare, and education than it did at the supposed peak of the 50s. He praises Bernie Sanders’ (yes, really) push to cap Super PAC contributions at $5K, calls AOC’s brown-water data-center stunt “treasonous,” and reacts to the $250 million Feeding Our Future fraud sentencing in Minnesota.The conversation gets candid about Tom’s personal portfolio allocation, the CAPE index hitting a level only seen in 1929 and 1999, why deflation is actually good news the government is hiding from you, and a story about Tom’s father-in-law that hits harder than any business win. Whether you’re tuning in for geopolitics, AI predictions, or actionable investing principles, this episode delivers a nuanced look at the forces shaping tomorrow.

00:00 Intro
00:21 Iran Ceasefire Framework Breakdown
08:43 Is Israel Justified In Wanting To Keep The War Going?
14:30 California Tax & Spending Critique plus Lobbying
33:47 Mamdani Live Streaming
36:17 Bernie Sanders’ $5K Super PAC Cap Bill
39:39 Tom Steyer “Tax The Rich” — Bearded Maestro Breakdown
48:23 The Shrinking Middle Class Stat Explained
54:33 Why Tom Doesn’t Like Unions
58:32 Tom Bilyeu’s Full Portfolio Breakdown
01:09:09 Superchat Block A
01:20:30 Minnesota Feeding Our Future — $250M Fraud, 41 Years
01:22:47 Bezos AI Interview
01:31:17 The $500K AI Film At Cannes
01:36:51 AOC’s Brown Water Stunt vs Data Centers
01:44:14 Spotify x Universal AI Licensing Deal
01:55:24 Superchat Block B

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tom bilyeu, the tom bilyeu show, impact theory, drew, tom bilyeu live, iran ceasefire, trump netanyahu, israel iran, bond market crash, cape index, tom steyer, tax the rich, bernie sanders super pac, feeding our future, minnesota fraud, jeff bezos ai, ai jobs, cannes ai film, asmongold ai, aoc data center, figure robot, deflation, inflation lie, tommy robinson, spotify universal ai, money in politics, california, mamdani, bitcoin, crypto portfolio, asset investing

Written by Tom Bilyeu

Comments

This post currently has 48 comments.

  1. @saeedhadioon7509

    May 25, 2026 at 7:52 pm

    As long as Straight of Hormoz is closed, Europe + BRICS are under pressure. Putin is happy, US oil export taking over the market incl. Venezuela oil.
    Wealthy Arab countries have huge weapon stock + Trillions cash & it's time to spend them. Capital leaving UAE to US. Petrodollars is getting stronger & more stable. The plan for damaging USD, failed. Why Trump should rush to open the Straight?

  2. @saeedhadioon7509

    May 25, 2026 at 7:52 pm

    Obama paid Regime $120 Billion &it used for supporting terrorist groups, set up Drug facilities & Hezboll was in charge of production & distribution. Obama was blamed for huge weapon in the hand of them & drones + missiles. For any reason, Trump isn't going to pay IRGC, even $500. Payment is one of the most important item in negotiation, so no deal would be signed & 400KG Uranium is another strong point.

  3. @jdks1761

    May 25, 2026 at 7:52 pm

    Great program. Youre program had fallen off my main feeds, which other people have been reported happening to their channels. Youtube is doing its tricks again., Good idea to remind people to subscribe and hit the bell.

  4. @tonypascoaljr6898

    May 25, 2026 at 7:52 pm

    Thank you for actually stopping and taking the time to play the whole Tom Steyer video. I think you’ll see that this is very good for your viewers. There’s a reason that Asmongold is as popular as he is. Don’t worry, you don’t need to shorten things down and talk about everything instead of showing it.

    Also, I’m so glad to see that you finally have Simon Dixon coming on the show. It’s about time that we start to look together at the base reality instead of the puppet show.

  5. @mikaellavoie6811

    May 25, 2026 at 7:52 pm

    We, i mean the peoples, will never see the productivity increase from AI. They, i mean the company/government, will continue tu bleed us dry until we revolt. No utopia coming, sry.

  6. @mikl4545

    May 25, 2026 at 7:52 pm

    Tom, please start the Data Center debate/discussion. AOC cannot get her scamming way.👎👎 It is proportionately the left that want the government to have all the power.

  7. @mikl4545

    May 25, 2026 at 7:52 pm

    It's the people who believe the propaganda from the globalists that "You'll have NOTHING & be happy", that are also driving that lie thinking that it's actually a good thing. They think that Trump's going to take that "dream" away from them. I encounter them everyday, especially on FB.

  8. @mikl4545

    May 25, 2026 at 7:52 pm

    About prisoners adopting cats: There is a prison program, thanks to the high kill crisis of dogs, cats & other animals, where dogs & cats are brought to certain prisons where prisoners are qualified to care for those dogs & cats who would otherwise be "euthanized". The cats & dogs will eventually be placed in loving homes. If you remember Tia Torres of @Pitbulls & Parolees fame, she has been very successful at saving huge amounts of dogs & possibly cats through this program, while giving inmates an opportunity at rehabilitation.

  9. @alexnikulin783

    May 25, 2026 at 7:52 pm

    Please stop with the 2 hour episodes!!! Do you really think we have all that time in the day to listen for two hours? When I see it it’s that long it makes me not even want to click on the video cause I know I wont come close to finishing the whole thing. Make it like 30 to 45 minutes. We also have many other podcasts from others we want to listen to it throughout the day. Other than that, I love you and the show!

  10. @ZenithBound

    May 25, 2026 at 7:52 pm

    You need to look at the on chain data and look at what chain is really dominating the crypto markets on just about every data point that really matters as far as adoption. Solana is slowly sucking Ethereum into a black hole. Data does not lie, just look for yourself and research the data you will clearly see. Solana is just better Tech. The cheapest, fastest and most reliable will most always win. I have a little Ethereum but most of my allocations are in BTC and Solana.

  11. @Eric-eg8hw

    May 25, 2026 at 7:52 pm

    I worked at a company we delivered to Mc Donalds and it was the healthiest work conditions i ever worked in and the people for the most part repected one another and it was (Union) you are probably out of touch with the average society referencing to work place values.

  12. @saelgarcia146

    May 25, 2026 at 7:52 pm

    I predict this is our future and Tom Bilyen enouraging this prediction by supporting the current admistration… yes people this admistration might be the most corrupt admistration but hey buddies this admistration helped the future children to invest in the stock market. shows how bias is Tom.

  13. @saelgarcia146

    May 25, 2026 at 7:52 pm

    the illision is that data center are prosper for humanity.. that AI is tool to better future can be true… if the goal was total control of human. government is supporting and allowing the techologies of these companies. dominate our way of life when they hold or own the techologies. when theses companies influence the neccesary way for our survivor. that the day companies will realize the have ultimate power to become the new governance.

  14. @marks7321

    May 25, 2026 at 7:52 pm

    “And just like that, it’s over,” was absolutely Drew trying to make it about race and being disappointed that Tom kept it about economics, law and order, justice, and preserving the integrity of our hallowed institutions.

  15. @probeslinger4402

    May 25, 2026 at 7:52 pm

    I really hate the fact that you always use language like saying Israel wants to ethnically cleanse an area. What do you think the whole Middle East has been trying to do to them for ages? Why don't you use the same language? It's like you're intentionally shaping a narrative.

  16. @dewinjarju8133

    May 25, 2026 at 7:52 pm

    But it's bigger then so. Money is something that can sometimes only be because of your fellow guy beside you or in your country. Some "money" can never be bought.. So it's easy but complex at the same time. Or shall I say easy and seem complex perhaps

  17. @jaketrapp7184

    May 25, 2026 at 7:52 pm

    i started making apps and songs and stuff with ai – if you can manage to land your finger on the correct pulse, the barriers to entry regarding the "big time" could be minimal…it's also really fun. Make the stuff you wanna use/listen to…

  18. @DigitalSage1111

    May 25, 2026 at 7:52 pm

    Why did they need to use public money to fund these??? Epstein and Wexner have been funneling money for at least 20 years to their private enterprise in Ohio.

  19. @granth1905

    May 25, 2026 at 7:52 pm

    I am a little stunned to hear someone that thinks from first principles say that warfare is immoral. What an oxymoron. There are no morals in the business of killing…that is just business

  20. @AlexIgSmith42

    May 25, 2026 at 7:52 pm

    There is no reason to constantly win, grow gdp. Look into degrowth. Be second or top 5 country, who gives? Stop caring so much about winning. Touch the grass, chill, pop a cold one, relax. There is even no such thing as a win. China grows and lives somehow, Europe too, USA too, all the others. There are skyscrapers in black Africa now, drone medicines deliveries, etc. Everybody just live in peace. China would unite Taiwan like they did HongKong, in probably 20-50 years. AI would develop and people would have no more work gradually, economies would grow. Yet live would go on including human live. No fuss. No striving.

  21. @iga47

    May 25, 2026 at 7:52 pm

    Watching besos there looks like ai. His mouth is moving weird. Maybe the audio is off. Or maybe I'm high. Well… I'm definitely high.

  22. @automatemefirst

    May 25, 2026 at 7:52 pm

    19:09 wait Drew is saying capitalism is the problem. What you’re describing isn’t free market capitalism. This is what so f’ing dangerous. Mau did this. Hitler did this. Stalin did this. Napoleon did this.

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