Blue Wave Backlash: New York’s Socialist Gamble & The Market’s Sudden Crash | The Tom Bilyeu Show

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Podcast Summary

Impact Theory with Tom Bilyeu

Episode: Blue Wave Backlash: New York’s Socialist Gamble & The Market’s Sudden Crash
Date: November 6, 2025
Host: Tom Bilyeu and co-host

Episode Overview

This episode tackles the fallout from a series of Democratic wins in the U.S.—most notably socialist candidate Zoran Mamdani's victory as mayor of New York City. Tom and his co-host dissect what this "blue wave" means for U.S. cities, the economy, and the political landscape, addressing concerns around socialism, the fragility of the middle class, catastrophic market events, and the societal tension between economic theory and real human behavior. The duo also react to the record-breaking government shutdown, a devastating UPS plane crash, a breakthrough in brain-computer interfaces, and Tommy Robinson’s acquittal in the UK.

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Key Discussion Points & Insights

1. New York's "Blue Wave" and Zoran Mamdani's Election (00:59–13:30)

• Emotional Reaction to Mamdani’s Win:
  Tom expresses sadness and concern, equating Mamdani's policies to "feeding a tumor," likening it to well-intentioned but destructive solutions.
  "You’ve got your finger on the right problem and the answer is so catastrophic and will accelerate this." —Tom [01:27]

• Root of Economic Malaise:
  Tom asserts a core misunderstanding among progressive leaders—they focus more on punishing the wealthy than uplifting the poor. The result: policies that hurt everyone, especially the middle and working classes.

• Cassandra Complex Metaphor:
  Tom likens himself to Cassandra from Greek myth: able to see the economic damage ahead but unable to convince others.

  • "There are knowable things that are making our economy have the outcomes that it’s having...they are horrible for the poor and working class." —Tom [05:54]

• Mechanistic Problems of Socialist Policy:
  Tom claims the only beneficiaries of inflation are asset holders—roughly 1–3% of Americans—while everyone else loses ground.

• "What Now for New York?":
  The hosts discuss the limits of what a mayor can do due to governmental checks and balances, but worry about the lasting damage of certain policies—especially rent control, citing past Bronx devastation.

  • "Other ways to mitigate it are basically none...New York has to suffer.", Tom [08:54]
  • Predicts: increased crime, decreased quality of free services, blaming exogenous factors, and eventual political reversal in response to societal chaos.

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2. The Power Dynamics of Billionaires & Political Gamesmanship (13:30–24:30)

• Free Bus Service Example: Richmond’s free buses led to some increase in crime, funded by reallocation rather than actual cost reduction.
  "There literally isn't a thing you can't make free. So make anything free. However, you’re only making it free for the people who use it..." —Tom [14:24]

• Critique of Political Alliances:
  Tom criticizes Mamdani for associating with the Soros family, highlighting the irony in railing against billionaires while cozying up to them.

  • "If you map him as someone who wants to see the wealthy punished, he’ll make a lot more sense." —Tom [18:08]

• Discussion of Manipulation by Wealthy Elites:
  Both left (NGOs) and right (media empires) use power to shape society for their benefit. The co-host draws parallels between Soros’s international influence and Murdoch’s right-wing media strategy.

  • "Everybody’s just grabbing for power...the left through NGOs, the right through media." —Co-host [22:16]

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3. Post-Election Lessons & Republican Strategy (24:30–30:55)

• Vivek Ramaswamy’s (Video) Take: Focus on affordability, not identity politics.

  • "Our side needs to focus on affordability...cut out the identity politics. It doesn’t suit Republicans." —Vivek [23:51]

• Tom’s Political Critique:
  Tom is critical of both parties’ spending habits, seeing both as responsible for fiscal irresponsibility. They argue politicians only care about power and immediate incentives, not real solutions.

• Rules of Human & Political Behavior:
  "Once you understand the code that’s running in all our minds...we just respond in the most obvious ways to these things." —Tom [35:06]
  He explains that economic and political outcomes are governed by stable, predictable rules rooted in human nature.

• Socialist Policy Flaw:
  Tom argues that socialist ideas, while well-meaning, ignore basic human self-interest, thus fail in practice and require increasing coercion.

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4. Catastrophic Events: Plane Crash & Government Shutdown (30:57–39:23)

• UPS Plane Crash (31:00):
  The hosts react viscerally to footage and reports—a fiery mile-long crash, with 3 crew fatalities and at least 11 injured.

  • "I can't imagine, dude...that'd be one of the craziest ways to go." —Tom [31:51]

• Government Shutdown Fallout (32:59):
  With the shutdown now the longest in US history, unpaid air traffic controllers and TSA walks outs strain the system.

  • Secretary Duffy warns of looming mass chaos, delays, and airspace closures if a second paycheck is missed.
    —Secretary Duffy [34:14]

• Economic & Social Implications:
  Tom: "We've used fiscal now so loosely...people don't understand fiscal policy is government spending. Government spending is so unhinged." [35:44]

  • He rails against the bloated public sector and urges drastic, though ideally gradual, reduction.

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5. Politics, Charisma vs. Competence, and Public Perception (40:53–47:09)

• Politician Archetypes:
  Tom argues that charisma and emotional appeal (the "vibes candidate") gets politicians elected, not technocratic competence. He compares politicians to rappers—some gangster, some pop, some political.

  • "He's an entertainer...his rap genre now is politics." —Tom on Mamdani [40:55]

• Incentivizing Good Governance:
  Tom supports a “dead hand switch” or hard-nosed KPI—e.g., fire every Congressperson if the deficit gets too high—to force responsible fiscal behavior.

  • "They will do whatever they need to to get elected. And so they would cut the budget." —Tom [47:30]

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6. Market Outlook, The Impossibility of a “Beautiful Deleveraging” (52:37–55:44)

• Deleveraging and Political Reality:
  Tom doubts there’s any painless way to unwind US excess debt, claiming “beautiful deleveraging” (credit reduction with minimal pain) is impossible in today’s America.
  • "The chances that we do a beautiful deleveraging aren’t approaching zero—they are zero." —Tom [53:35]
• Economic Policy Choices:
  The only current approach: try to "grow" our way out, even though both parties' spending undermines the middle class.

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7. International Affairs: UK and Tommy Robinson (59:23–63:33)

• Tommy Robinson’s Acquittal:
  Judge blasts the police’s case as politically motivated and lacking credibility.

  • "Sometimes the system does work." —Ezra Levant, Rebel News [60:40]

• Tom’s UK Reflections:
  Tom expresses nostalgia for London, even as he acknowledges the country's current struggles with national identity and civil liberties.

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8. Breakthroughs in Brain-Computer Interfaces (63:33–67:45)

• Nano-implant for Brain Activity:
  News of a wireless, batteryless implant in mice excites Tom about the near future of BCI (brain-computer interface).

• BCI Timeline:

  • “A healthy human augmenting themselves...not in 5–7 years, in 10–15 years. But it will happen…if you have a five-year-old, it might happen before they graduate high school." —Tom [65:22]

• On Accelerating Technology:
  Elon Musk predicts AGI (artificial general intelligence) within 2–3 years, which Tom sees as a transformative discontinuity for society.

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Notable Quotes & Timestamps

| Quote | Speaker | Timestamp | |-------|---------|-----------| | "You’ve got your finger on the right problem and the answer is so catastrophic..." | Tom | 01:27 | | "There are knowable things that are making our economy have the outcomes...They are horrible for the poor and working class." | Tom | 05:54 | | "New York has to suffer. That is the thing that will make it tough...they'll go, 'these really didn’t work.'" | Tom | 08:54 | | "There literally isn't a thing you can't make free. So make anything free. However you’re only making it free for the people who use it..." | Tom | 14:24 | | "Everybody's just grabbing for power...the left through NGOs, the right through media." | Co-host | 22:16 | | "Our side needs to focus on affordability...cut out the identity politics. It doesn’t suit Republicans." | Vivek Ramaswamy | 23:51 | | "Once you understand the code that's running in all our minds...we just respond in the most obvious ways to these things." | Tom | 35:06 | | "We’ve used fiscal now so loosely...people don't understand fiscal policy is government spending. Government spending is so unhinged." | Tom | 35:44 | | "He's an entertainer...his rap genre now is politics." | Tom (on Mamdani) | 40:55 | | "The chances that we do a beautiful deleveraging aren’t approaching zero—they are zero." | Tom | 53:35 | | "Sometimes the system does work." | Ezra Levant (Rebel News) | 60:40 | | "...if you have a five-year-old, it might happen before they graduate high school." (on BCIs) | Tom | 65:22 |

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Major Segments with Timestamps

• Mamdani’s Victory and the Blue Wave: 00:59–13:30
• Billionaire Influence and Free Bus Example: 13:30–24:30
• Post-Election Party Lessons (Vivek Ramaswamy): 24:30–30:55
• UPS Crash & Gov’t Shutdown: 30:57–39:23
• Charisma vs. Competence in Politics: 40:53–47:09
• Deleveraging and Economic Futures: 52:37–55:44
• Tommy Robinson Acquittal: 59:23–63:33
• Brain-Computer Interfaces: 63:33–67:45

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Tone & Language

The conversation is sharp, sometimes biting, and deeply skeptical of political and economic leadership. Tom weaves personal stories, bold metaphors, and irreverent asides ("he's an entertainer...his rap genre now is politics") with determined, sometimes dark optimism about the capacity to see and act on reality, even if history says few will.

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For New Listeners

This episode is a deep, critical, and at times emotionally charged exploration of the intersection between economic policy, political gamesmanship, and societal outcomes. It challenges both mainstream left and right narratives, pulling no punches on the dangers of ideology over pragmatism and the predictable cycles of history. Engaging and eye-opening, it’s for listeners wanting an unvarnished, sometimes unorthodox perspective on today's biggest headlines.

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Transcript

[A]

Oh, the car from Carvana's here.

[B]

Well, will you look at that.

[A]

It's exactly what I ordered. Like, precisely. It would be crazy if there were any catches. But there aren't, right? Right. Because that's how car buying should be with Carvana. You get the car you want, choose delivery or pickup and a week to love it or return it. Buy your car today with Carvana. Delivery or pickup fees may apply. Limitations and exclusions may apply. See our seven day return [e-mail] Mom Donnie is now the mayor of New York. I guess they're gonna have to learn once again how economies work. A UPS plane still full of fuel crashes during takeoff, leaving a mile long fire. Tommy Robinson has been acquitted in the UK of terrorism. The government shutdown is now the longest in US history. And TSA Houston walked off the job. And brain computer interfaces have now reached sci fi levels. The world is about to get very weird.

[C]

All right, we gotta talk about it. If you're a democr, you're on top of the moon today.

[A]

I don't know that that's true. Are you going to talk about Mom Donnie?

[C]

Yeah, we're starting. We're starting with Mom Donnie. But the government. The governor of Virginia is now a Democrat. The governor of New Jersey is now a Democrat. Prop 50 in California passed. And of course mom Donnie won NYC. So it was a blue wave that kind of happened. I have his. A portion of his victory speech up here. What are your initial thoughts though of Mamdani taking the W?

[A]

So I'm a little bit surprised that it. It made me feel. Feel some type of way. So I don't usually navigate life by a whole lot of feelings. It's like, where are we trying to end up? So that caused me to pause. I don't trust my emotions, but I felt very negative. I felt very sad for the direction of America. I do think that Mamdani in New York is indicative of something larger happening. And so I feel about Mamdani the same way that I feel about Gary's economics, where it's like you've got the. Your finger on the right problem and the answer is so catastrophic and will accelerate this. It's like how I felt when Steve Jobs was like, I have pancreatic cancer and so I'm gonna do just like apple juice. And it's like, bro, that that is going to make things worse. You're feeding a tumor which survives on carbohydrates. You're feeding it a steady diet of guess what? Carbohydrates so it's one of those where when you don't understand the fundamental cause and effect of things, you can make the most, like, egregious, obvious own goals. And that's what we're about to see. So the great irony of all this is I want the same outcome they purport to want. Now, I think that Mamdani is only understandable when you think of him as somebody who despises the wealthy, not as somebody who actually wants to help the poor. Once you think of him that way, then things are going to make sense. You understand how we could look at the world and see just failure after failure after failure of these policies and still want to do it, but they really do punish the rich as well. So it beats everybody up. And that is wild to me. And, dude, sometimes, really, when I'm writing the Deep Dives, I think about you, and I'm like, I never needed to be aware of all this stuff. But Drew just wouldn't let it go. He had to have me every week write these Deep Dives. And they're phenomenal for the channel, but it is, boy, oh, boy, are they hard. Because as you get into the meat and potatoes of the economy and how it works. So, first of all, I've said this many times, but as the island of your knowledge grows, so grows the shore of your ignorance. So you come into contact with more and more things that you don't know. And so you begin realizing, wow, like, I really thought I understood this stuff. And then you start encountering more, and you realize there's a whole lot more complexity to this.

[C]

But.

[A]

But so far, none of the complexity that I've encountered makes me go, oh, I was fundamentally wrong about something. You just see how it, like, spreads even farther and farther and farther. And so it just so happened. I mean, none of this is an accident. We obviously zone in on the things that are really meaningful in culture at the moment. But I was writing about, basically, the markets are about to crash, like, two days before the market crashes. So it. Seeing all of that, seeing all the interconnectedness, seeing that what everybody should be focused on is getting a thriving middle class, and then watching us do all the things that, like, literally, mechanistically, from a physics perspective, you just go, oh, the things that are being pushed by Mom Donnie are the exact opposite of things that could even possibly work. And that is. There's something about the Cassandra Complex of knowing the future, but no one will listen to you. That is devastating. So it's my favorite Greek myth. I'm convinced it was a parent trying, you know, somebody writing it was trying to explain to parents what it's like. And basically you've lived through it, so you know what the future is going to be. And so you try to explain to the other person, this is going to be the future. So the actual myth goes like, this chick has an affair with a God. God's never like that. So they punish her and they say, you're going to know the future, but no one will believe you. And so she runs around trying to tell everybody, if you do that, this terrible thing is gonna happen. They won't believe her. So they still do the thing. And the terrible thing happens. And she knew it was going to come. And the curse is that people will not listen. That is exactly how I feel about New York. And I'm sure every parent feels that way about their kid, knowing, hey, like, I've done those things. And it's absolutely grueling to your heart. And that's gonna haunt you for 20 years. And you're gonna need therapy around that one. And you still can't stop them from doing it. That's what this economic moment feels like, is there are knowable things that are making our economy have the outcomes that it's having, which are as terrible as people are saying. They are horrible for the poor and working class, just absolutely God awful. They are wonderful for the wealthy in the short term because eventually you actually get murdered. So it's like, if you can just get people to see all of that, then we could go, okay, like, what are the actual things that will lead to the outcomes that we want? A thriving middle class, a place where people can get rich, they can pull ahead of everybody else. But it's not by such a grotesque margin that the government. And the way that you stop that, by the way, is by making sure that the government isn't getting involved in the financial markets because you need wealthy people to get wiped out. So, like, if you make a series of bad decisions, you have to be able to fail. And we've removed that. And so. And then the other thing is that we steal from everybody. Nobody likes to call tax theft, but it's theft. And so when you think of inflation as the ultimate, it is both theft and it's secretive. And they take money from everybody. And because of the nature of economies, the only people that benefit from inflation are the people that own assets. Only 10% of Americans own assets. I shudder to think what percentage of the 10% own the vast majority of the assets. So call it something like 1 to 3% of Americans just get wealthy in an unhinged way. And that is what's creating our problems mechanistically. But when you start voting for Mamdani, you're saying, I just need things that feel right. I don't need things that could actually yield a good outcome.

[C]

Yeah. It's one of those things, though, where I understand theoretically why New York is headed for disaster. I understand what's supposed to happen. I understand all the wilds and the whispers in the dark about the bad things that is associated with socialism. However, New York has made its decision. So just how, as a father with a daughter who I want her to do X and she always tells me that she's going to do Y instead, I can't just say, all right, well, go figure it out yourself and kick her out the house. I have to figure out, okay, you're doing the thing that I don't want you to do. How can I best help her through this situation? So now that we woke up this next morning, he's elected, he's in there. What can we do? Or what can we learn from this moment that we can actually utilize to kind of help the young people? How can we kind of reinvigorate the economy in this way? Because I get it, if it was up to us, we would stop money printing. We would balance the budget. That's priority one and priority two. But just like similarly to the right and the left both spend money, people are just choosing the right because they're spending less money. I feel like in this moment, some people on the left are choosing Mom, Danny. Because at least if we're going to spend money, at least give me some free shit in the process of the money spending. And I think that's their kind of rationale from there. So do you think that there is a way that we can kind of mitigate some of these quote unquote catastrophes that will come with his election? Is there ways that we can kind of isolate the rest of the US from it being kind of completely off the rails? What are some ways we can kind of look at it now that the damage is done?

[A]

So, one, the. The only thing that you can count on at this point is the structure of New York government. So some of the things he wants to do, he just won't be able to do because the mayor doesn't have the power to do that. So there'll be many things, like balances. Yeah. That things just stymie his agenda. And so that's the Joy of the gridlock of a democratic system is no one person can really like do too much damage. The problem is they put in systems in place and those systems over time do catastrophic damage. So rent controls back in the 70s and 80s were just absolutely devastating to the Bronx specifically. And so if anybody can conjure up those images of the burned out Bronx and all of that, that was from the kinds of policies that Mamdani wants to in place. That's the great irony is not only has this been tried before all around the world, it's been tried in the five boroughs and just led to disaster. And then you should ask, how did they unwind it? Hey, guess what? They unwound it by deregulating in capitalism. So it's like we're gonna do the loop again. But other ways to mitigate it are basically none. So part of the reason I did not have children was I understood that part of the reason I became who I became was my parents couldn't really help me once I graduated from college. My dad had already spent a ton of money to put me through college. I had taken on a ton of debt. My mom was not in a financial position to help me. My parents divorced literally three weeks after I left for college. So my mom was financially destitute, working two jobs. Just nightmare scenario. Um, my dad had already put himself through enough to try to get me through college and shout out to him, uh, so they, I, from the day I graduated, never received another dollar from my parents. And that meant I had to figure it out and I had to get hurt. And I had to sometimes be in a position where I was like, oh, wow, I actually can't pay all my bills this month. And so you go, all right, I'm going to get some final notices from these guys and I'll pay these guys this month and then vice versa. And you do that for a while. So I didn't want to. I didn't think I could trust myself to see my kids suffer. And so I didn't. That was part of my calculus around not having kids was I would make them soft. And so I was like, well, I don't want to do that. And I also don't want to watch them suffer. So New York has to suffer. That is the thing that will make it tough is that they'll go, oh, these really didn't work. Or. But hey, listen, when I say that my, my money is invested in a way that will show you I believe what I say. So I think that's going to be a Good litmus test for a lot of people. But I think that these policies are guaranteed to fail. So at this point it's like, well, you just have to step back. Like you said, they've made their decision, see what happens, let them go through it. The thing that I want to do is I want to plant flags and I want to say, here are the things that I see coming. I don't expect people to listen or to vote, but over time you do earn credibility. And also a big thing for me is I need to say what I think is going to happen so I can find out how close to mapping the truth I have been. That helps me sharpen my own thinking. So crime is going to go up, that's for sure. All the things that he's trying to make free, they will go down in quality. They're going to say that no matter what happens, that they've done the right thing and that the bad outcomes are due to something exogenous. None of them are going to go, ah, these are just bad policies. None of them. So until we get the middle class thriving again, effectively nothing is going to change at the societal level. New York, though, will become increasingly violent, increasingly dirty, increasingly seedy. Again, we. We've already played this movie. I was in New York in the 80s. I know what it looked like up close and it was wild. And people will get sick of it. They will, the people living there and they will finally plug their nose and vote for somebody that promises law and order. That will be the start of it. People that are obsessed with law and order tend to be right leaning. Right leaning people tend to be more focused on sovereign. So they're going to get back to traditional economic policies, not necessarily because they understand the economy, but because they lean towards sovereignty. And so that'll be the loop.

[C]

Okay, we had our conspiracy theory hats on on Friday. I want to put my optimism hat on right now.

[A]

Let's go.

[C]

I found out, went through the Twitter rabbit hole, Dragon flute, Dragon Dragonfly Jones went like a Twitter commentator I follow who does basketball commentary, got into it over mom Donnie with like a Twitter bottle. And I found out through him Richmond passed free buses during the pandemic. So for the last five years they've been free buses. There has been a noticeable increase in crime. There has been a noticeable increase in attacks, violent attacks. No Ukraine immigrants getting shivved or anything like that there. How they are paying for it is that the government funding that they receive from federal funds they've reallocated to make it free for the bus system. Now, of course, there's still other, you know, you don't get free trains and all these other things. You still pay for those, but at least specifically for the buses. They were able to sustain free buses through the subsidies that they receive.

[A]

There literally isn't a thing you can't make free. So make anything free. Yeah, but however you're only making it free for the people who use it, you're not making it actually free because people don't work for free. So if people understand the spending is.

[C]

Coming from a different budget.

[A]

So if New York is just gonna say, hey, listen, the things that Mom Donnie wants to make free are cheap, we're going to pull resources from everywhere else and we're going to reallocate them to that. Like if Mom Donnie were like, listen, I'm about balancing the budget. This is about fiscal responsibility. I understand capital flight, so I understand that I can't just keep taking and taking, taking from the wealthy because they will leave. So this is all a balancing act. And if he were appealing to the like, patriotism or whatever of Americans is something that we've done in times usually of war. But like, if he were able to rally people around, hey, listen guys, this is an economic war. I think we can all agree that the middle class and the working class, they are suffering the most. And he could lay out the cause and effect of how the economy works. And he could say, listen, rule number one, balance the budget. Rule number two, we've got to help bring back a thriving middle class. We've got to put power from a negotiating perspective back in the hands of the working class. We've got to make sure that we're bringing industry back so that people have jobs. Like, then as a wealthy person, you might be like, yo, this guy really gets it. Like, okay, I'm here for this. Like, I want to be a part of this. And if that guy were engaging with the business community in a non corrupt way, because I think that they're, they're like, when I see Mom Donnie posing with Alex Soros of all fucking people, I'm just like, here we go again. Like, this is going to be a fun loop. In fact, literally I mentioned George Soros in the upcoming Deep Dive that I wrote. So get to part four. As always, I'm trying to tell people, this is the thing that I think that you should do, moving into the future. And I was like, please don't try to day trade against people like George Soros because they understand that when the economy is left to its own devices that it can be very unpredictable. So they don't leave it to its own devices. They spend money on NGOs. They have deals with like DA's. Like they structure society in the way that they want. They will go into different countries and make sure that things play out in a way that's good for their portfolio. And it's like, guys, you hate the billionaire class for a reason. Now if that reason is just vibes, that's retarded. If the reason is when people meddle in international affairs, not only does it create political problems that can be horrible for the people in that country, but they're doing it because they're trying to protect their portfolio. Now you can't paint anybody with a blanket brush. But bro, that's going to get you 80, 85% of the examples. George Soros broke the back of the British pound. He literally looked at the pound, was like, these guys are making a mistake. Hey, Secretary Besant, not secretary at the time, but like, let's roll in. Let's fuck with these guys. They have made a mistake. They've made it clear like where the support has to be. I know that they're going to just try to buy, buy, buy, buy, buy. But they don't have as pocket, they don't have pockets as deep as I do. So I'm going to buy even deeper. Okay. That's the guy, the son of anyway that Mamdani is arms around. So billionaires shouldn't exist. Here I am with one of the most politically active internationally billionaires on. Yeah. Son of yeah. On planet Earth. But he's got all the money now, so Soros is toast. So if you hear like George Soros at this point, it's Alex. So I don't know if you think that's like a get out of jail free card.

[C]

No, but to your point of the kids are always soft. Like, Alex isn't breaking the back of the British pound.

[A]

I think he may not know how to do it, but he, he is. I would need to do a much deeper dive to put forward any very concrete things. But I assume that he's carrying on his father's legacy. If nothing else, he is still out there swaying markets. I hate it when Elon does it. I hate it when the Soros is doing it. So that one, to me, I am an equal opportunity. It is a problem when people put money in politics like that and try to sway these markets like that. So anyway, that, that is the nature of what Mamdani is going to be trying to do so. He isn't doing what I wish he were, which is getting the business community together, balancing the budget, saying we're going to make these things more affordable by putting government dollars because that's what the people want. And as long as we're balancing the budget, we know these other things are going to have to give. Great. No problem. That's not how this is going to play out. First of all, he seems completely. I think if you map him again as somebody who wants to see the wealthy punished, he'll make a lot more sense. He does not care if the wealthy flee. He does not care. He's not paying attention to capital flight. Dude, if you go Back to his 2020 tweets, they are so unhinged. And so he's asking us to believe. No, no, no, that's not me anymore. We'll see. Like, there's no doubt if you look at my tweets going backwards that there are going to be some things that be like, listen, I changed my mind about that. Like, I looked at it further. But I'll be able to map out for you the cause and effect that led me away from those positions. And he's not going to be able to do that because he is doing whatever is politically expedient is my mapping. We're hitting pause for a moment, but there's plenty more ahead, so don't go anywhere. Let's talk about the hidden cost of DIY when you're running a business. Most founders think they're saving money by piecing together their own financial system. But that DIY approach isn't saving you money, it's costing you money. Every hour you spend switching between systems is an hour not spent. Growing your business. Found consolidates everything into one business banking platform. Expense tracking, invoice management, tax preparation, virtual cards for different spending goals, all in one place. Open a Found account today for free at F o u n d.com foundation. Found is a financial technology company, not a bank. Banking services are provided by lead bank member fdic. Don't put this one off. Join thousands of small business owners who have streamlined their finances with found. This is a paid advertisement. Hang tight, because if you run a business, this could be the most important 60 seconds of your week. Here is the reality. By the time you hear about a supply chain issue, a tariff change or a cash flow crunch, it's already cost you. Revenue's gone, time's wasted, and momentum is shattered. You cannot afford to run your company in the dark. That's why over 41,000 businesses trust NetSuite by Oracle. The AI powered business management suite built to give you real time visibility across everything that matters. Accounting, inventory, HR, financials, all in one platform, one dashboard, one truth. NetSuite does not just help you track problems, it helps you see them coming. With AI driven forecasting, automation and global visibility, you get the power to pivot fast. Right now get your free business guide demystifying [e-mail] theory the guide is free. Just go to netsuite.com theory again netsuite.com theory. Thanks for sticking around. Let's get right back into the action.

[C]

I definitely get the frustration. I get what you're saying that we have to be very careful about the billionaire class and how who Mamdani is buddy buddy with. And while George Soros now I feel like is like the Republican Candyman, that when people whisper his name they think like an NGO is going to pop up and some trans person is going to jump out.

[A]

It is actually true.

[C]

I feel like though the game is the game because if we could look at Rupert Murdoch, Jon Stewart just did a talk with the New Yorker where he talks about everybody thinks the Republican Party and MAGA started with a Trump. But it started 10 years ago when Rupert Murdoch bought all of AM radio stations that nobody was listening to that only 50 year olds in ODA were listening to. He bought Sinclair Broadcasting, that was the synchronized local news network that was all saying the same thing. So they've been setting these conservative seeds for a decade ago. You know, I mean that's how they were able to get support for the weapons of mass destruction. So it's, this is a political game, this is a map. And we all, we're realizing that everybody's grabbing for power in their way. The left might be doing it through NGOs, the right is doing it through conservative media, but everybody's just trying to grab power. I think what we should really be focused on now and Vivek has a great tweet that I kind of want to bring in to point this out. We thought Trump has been saying the economy is booming, everybody's happy, the markets is flying and all these things are happening. The market was a bloodbath yesterday. A bunch of Democrats won. I know that Republicans still have control of the office, still have control of the executive office, they still have control of the Senate, still have control of the House. But that is awake awakening to say wait, the midterms aren't a shoe and wait, the economy isn't booming for everybody. There are people that are still hurting and whether or not we can point to the budget, whether or not we can point to communism, whether or not we can point to socialism. The voters are saying your fear tactics aren't working. I still want change. I'm voting for something different because status quo isn't working for me. Let's jump into this video from Vivek where he kind of breaks down what the conservative party should be paying attention to after this election victory.

[A]

We got our asses handed to us in New Jersey, Virginia and New York City. Democrats swept all three. There's two key lessons for Republicans. Listen carefully. Number one, our side needs to focus on affordability, make the American dream affordable, bring down costs, electric costs, grocery costs, health care costs and housing costs and lay out how we're going to do it. And number two, cut out the identity politics. It doesn't suit Republicans. It's not for us. That's the woke left's game, not ours. We don't care about the color of your skin or your religion. We care about the content of your character. That's who we are.

[C]

So with that coming, do you think that this will be a wake up call for the Republican Party, especially with the midterms happening next November?

[A]

No, they, they know that they're in a political game. They will certainly understand the history. It's like only three times does the midterms not flip things. So it's like that isn't the game. So keep in mind, I want to be very clear, I'm not Republican. So I look at the Republican Party and I say these guys are God awful. And the bad news is the only people that are worse are the Democrats. So you just have to look at how much money they want to spend. And you've got the Republicans that passed the catastrophic, big beautiful bill. And then the Democrats were like, hold my beer. We want to add more to that. It's so wild. So they're all irresponsible. They are all doing something that is going to continue to hurt people. They are caught. So you're in a simulation, Drew, and I almost defiantly am deciding to think like that, which I need to be careful of. But you're living in a simulation. You've been programmed to act this way and watching this play out like once you understand the code that's running in all of our minds, I am not immune to this at all. I am as stuck in all of this as everybody else. I'm having as much of a biological experience as anybody else. But Jesus, like, we just respond in the most obvious ways to these things. And so politicians only make sense when you think of them as somebody who will do anything, say anything to get elected and to get re elected, elected. All they are trying to do is maintain power. So my only hope is that because we live in a moment where we have high velocity of information, that we are able to lay everything bare, make everything as transparent as possible, not spill into conspiracy brain, but really get people to see enough of the picture that they can start putting things together from a cause and effect perspective. So pick an area. For me, it's been economics. You pick an area and you just start mapping out how does this happen from a cause and effect perspective. Because if we are in a simulation, even if we're not, God laid out rules, but the world clearly is built on top of rules. Which is why when people say history repeats, all they're saying is that there's a set of rules that everything obeys. Economies, the way politicians act, the way humans respond to politicians and money and power and fear and all that, we respond in a very narrow banded way. And so once you understand that it's like, oh yeah, then as circumstances arise that are familiar to something that's happened in the past, we will respond in familiar ways. We do not become perfectly predictable at, not at least at the level of data that a human mind can process and retain. But boy, oh boy, are we predictable. So that's why when you look at whether it's okay, the trains worked in Richmond, oh great, let me explain how that works. Like, you can point your money at whatever you want, but what you can't do is deficit spend. And so what I want people to understand is socialist policies don't work because they are trying to make everything free. Zoran Mamdani in 2020 tweeted the communist Manifesto. From each according to their need to each, or from each according to their ability to each according their need, or vice versa. You get the idea. And so he tweeted that out. That's not somebody who's like, oh, look at this terrible idea. But it is a terrible idea because it is as if humans are fictional characters. It's like when economists think of humans as a perfectly rational being and that you can map all economic movements based on humans being rational beings that will always do the thing that is the obvious financial incentive. And then they don't and they completely surprise you. So once you understand that the very thing that capitalism works on, top of which people may love or hate, I don't care. It is how Humans work the very thing that makes capitalism work again. China used capitalism to rise about a poverty. Every time you want to cure a socialist system, you give it capitalism. So the thing that that rides on top of is man's inherent impulse to do what is self serving. And the second you take away man's desire to do what is self serving, it all breaks. And so that's why resentment around people who are good like they do what is self serving and they're very good at it. When you resent that person, you become completely unhinged. And let's call it spade a spade. The policies force you to use guns. So I know people get weird about when I give real historical examples about how far that goes. But you need only ask, what If Drew, your 27 year old daughter, was not living life the way you wanted her to, but you have to force her to because everybody has to do what you say or the system falls apart. So what do you do? You eventually get guns up. And eventually, if that person just really won't get into line, you lock them up or you kill them. Mao said plainly, because there was a person way back in China's history that was infamous for having buried alive a bunch of people that were disagreeing with him. And he jokingly said, oh, we've done that guy, but a hundred times more. In honesty, it's a hundred thousand times more. But like that's where people go. They realize or they form a mental frame of reference that says, I know best when you disagree with me. You're gonna break society. And so I will go all the way to killing you if that's what I have to do to get the system working in the way that I want it to work. But because humans disagree, humans are intrinsically selfish, everybody has a different frame of reference. So everybody's pulling in different directions. You run into a problem, you run into a problem that requires violence.

[C]

All right, let's jump over to UPS Flight 2976. For those that don't know, this was a cargo flight with three people on board that had a crazy explosion. It crashed into a nearby petroleum factory. That just. Is that what it hit? That's why that's where all the fire came from.

[A]

Oh my God.

[C]

Louisville. We have the video out here. As you could tell, this thing looks like the tropic fire, the tropic thunder like fire scene, just like a row of fire.

[A]

So there are some other angles where you can actually see the plane. That is brutal. Was it on takeoff? It looked like it was on takeoff.

[C]

Yeah, the engine was on fire as it was before even got off the plane. It looks like it's the left engine off the ground. Yeah. And then this is the one that you see where it's actually on the ground, like, even as it's trying to lift. The fire kind of started early.

[A]

Oh, my God.

[C]

So three people dead on the plane, another 11 injured.

[A]

But authority, when you keep going. So we've got even more angles. There's one from the inside of a truck, and you just. You see the plane, like, break apart and tumble and. Oh, my God. Like, I can't imagine, dude. I can't imagine. Listen, we all die some way, but, like, oh, that'd be one of the craziest ways to go.

[C]

Yeah.

[A]

Oh, God, look at that.

[C]

Sheesh. Sheesh.

[A]

That's so wild. There's other ones. It might even be this one later or maybe the other. Anyway, there's one that shows, like, an overhead view, and you just see that line. Just a fire. It looks like it's going through, like, a industrial area.

[C]

Yeah.

[A]

It's like, oh, man, that is rough. But there were no other fatalities, huh, Other than the people on the plane?

[C]

Yeah. They said that number is going to grow, though, because everything it had, like you said, a path of destruction. So that was early reports as of this.

[A]

Looking at that, I was like, man, you might have dozens of people. So if it's only 11, like, whoo. That is. Thank God. That is terrifying.

[C]

In related news, in related to plane crashes, Secretary Duffy, due to the government shutdown, they are considering now setting down certain American airline airspaces because of the lack of air traffic controllers. For those that don't know, air traffic controls haven't been paid. TSA hasn't been paid going on 35 days now. And this is the record as of today.

[A]

Oh, it is. So we have broken the record.

[C]

You have broken the record from Trump's last. So he wound up himself. That's crazy. So then, yeah, this is Secretary Duffy speaking about it.

[D]

One payment, 80 to 90% of one payment, they miss the second paycheck. On Thursday, they get an email, pay stub. That'll show what their next payment is going to be. So this Thursday, they'll get an email that shows that their pay stub is a big fat zero. Many of the controllers said, a lot of us can navigate missing one paycheck. Not everybody, but a lot of us can. None of us can manage missing two paychecks. So if. If you bring us to a week from today, Democrats, you will see mass Chaos. You will see mass flight delays, you'll see mass cancellations, and you may see us close certain parts of the airspace because we just cannot manage it because we don't have the air traffic control.

[C]

Yeah. And then related news, Houston, TSA has literally walked off the job, leaving thousands, it looks like hundreds, maybe thousands of travelers just stranded.

[A]

Yeah. And this is all happening while the three of us are here in Florida. I was like, oh, this will be fun.

[C]

Perfect timing. Perfect timing. We talked before we started rolling that I had a delay on Sunday because LAX had to restrict airspace because they only had so much air traffic controller. So our flight was pushed back an hour to allow other traffic, I guess, to coalesce. So it seems like it's only getting worse. How do you feel about us breaking the record for government shutdown?

[A]

This is horrific. So there are two things going on right now. So one is just we have a world that we expect to work a certain way. The government has made certain promises. You need to make good on those promises. So there are things that I wish we had never agreed to fund. But if you've agreed to fund it, then you've got to fund it. And if you're going to unwind that, you need to do it slowly. You can't just furlough God knows how many people and then be like, oh, and by the way, some of you are never getting paid and we're just ending your job. That is a very rough way to go about it. So in the beginning when they were doging it and they were like offering people exit packages and all that, I was like, yeah, that, that's cool. I'm here for that. You reduce the strain and the economy, first of all. Like, even if you're not going to look at it, just the human cost of it all, you want to see that done as elegantly as possible. And I'm still. I don't know who I'm mad at exactly, but I'm mad at the way that America reacted.

[C]

Doge.

[A]

I really. God, what do I feel? Despair, hopelessness. Just that one really wound me up. It's like people had knee jerk reactions because it was Elon. Because it was people saying they were going to cut the budget. People just went off their rocker and they should have been like, yes, please. Like, even if this is just a nod to now getting into fiscal responsibility, like, I want to remind everybody the word fiscal means government. Government spending. Fiscal responsibility is government spending responsibly. We've used fiscal now so loosely just to mean basically monetary that people don't understand fiscal policy is government spending. Government spending is so unhinged. So when I say fiscal policy is the problem, that's what's driving this. Once you understand that that the government deficit spends and the government covers bailouts and the government inflates the currency, you realize, oh, we have a spending problem, so you need to reduce spending. So anyway, seeing people react like that to Doge just really wound me up because it's going to make their lives worse. They're literally. It's like when you're training to be a lifeguard, one of the first things they teach you is a drowning person will drown you. They don't have a single qualm with that. They are just trying to get oxygen. So as you get closer, like they'll push you under, they'll hold you down. So you have to be. If they're not calm, you have to disengage. And I always remember thinking, ooh, that's rough. Like you go out there, they're panicking and you just gotta be like, sorry, not going down with you. But that really is the reality. And so that's what that felt like was these are drowning people. And as we get closer to try to help, they just start throwing punches, pulling us under. It's like, oh my God. Like, come on. So hated that. So that's the second part of this is that we have. It's like 40% of them fact check me on this, please. I believe 40% of Americans work for the government. Now. You can't do that. You can't do that. It's either 40% of GDP or 40% of people buy per capita. You absolutely cannot do that. Hard pass out. It's a sign of sickness. Like there's call it. I don't know, 7% is reasonable. 40% is. You can't do that.

[C]

I see a much lower percentage. What percent I see federal government is 1.9%.

[A]

No way.

[C]

The public sector is 13.4 according to this is out of as of 2022.

[A]

I'll have to look this up if it's GDP. But there was some number that either was number of people that work for the government or GDP that was so horrifying. Anyway, off the fact maybe I'm just wrong. That's always possible.

[C]

Off the fat. GDP is 23% of government spend.

[A]

Okay, that's zero. Just for the record. So government work should not count for gdp. So that gives you an idea of how little we actually grew. Taking a short break. But there's More impact theory after. Stay tuned. Thanks for staying tuned. Now let's get back to it.

[C]

I wish I had a better answer for this government shutdown. I wish I had something more interesting to talk about. But like at some point in time, I don't know where that line is. Have you ever been in like a tough negotiation maybe at work where it's kind of like the standoff where it's like I may. I'm hurting other people by doing this. I need to cave. Like how do you balance that pressure from I need to do this so that way my team can get this win that long term I think would benefit the most amount of Americans versus the current pain is too much to handle.

[A]

You can map out ahead of time. These are the things that I'm fighting for that are an absolute must that if I don't get those, I'm willing to. And then you map out like how far you would go. And then you map out what your breaking point is. You should go into a negotiation knowing all of those things. Now there's always going to be surprises and things you didn't expect or an outcome that maybe you didn't think of ahead of time. All that for sure, for sure, for sure. But you should have that kind of stuff mapped out. I think the thing that would really surprise maybe not our community because I do feel like we collect a pretty bright group of engaged people. But the average person I think would be very surprised to see the gap between the way politicians present themselves and the way they really are. And so the really are the behind the scenes, all the negotiations, that kind of stuff are. Yeah, they'll. Neither side cares if the American people are suffering. Both of them will say that's all they care about. The reality is they want to get reelected. And so they've got a position they've got to spin now. I think they also both have agendas that they are trying to push through. Like if you're going to play the game, play the game. And so all of the rock star people are going to make a lot of noise around what they're trying to do. They won't all pass bills, but they'll all make a lot of noise. The rock stars. So the rock stars get it. I've got to show leadership. I've got to say we should be doing this thing. This is the part that Mamdani is very good at is he's able to articulate the outcome that he wants. He is retarded and therefore does not understand how he's actually going to get you there. But he at least can say like, oh, this I'm gonna get you free stuff.

[C]

Okay, great.

[A]

So he can make a lot of noise, he can go up, he can argue. He's good at debate in that he knows how to obfuscate. People will say that he's a weak debater from the perspective of he's not going to be able to argue cause and effect because that's not what he's about. Once you understand that's not what he's about and that he understands him, it's better to think of him as an entertainer who is very good at emotionally moving people. And his rap genre now is politics. And so you've got gangster rappers, you've got pop rappers like Will Smith, and you've got political rappers like Mamdani. And their game is to go out and say things that make people feel a certain way, and that's that he's very good at that, very talented. And this is where I think people make a mistake. Obviously, when I say he's retarded, I mean that tongue in cheek. He is quite smart. So that is. You want to make sure that you understand how your opponent really is, that you can really think through this. But anyway, people would be very surprised to see that their politicians are just wildly different creatures when they're not having to pose for the populace.

[C]

Do you think that. I don't know if this is the populist moment agenda or not, but do you think the spreadsheet politician can be elected? Is that possible? Because I feel like the best politicians that I can remember over the last 20 years have always been vibes. The actor Ronald Reagan like to Obama, to even Trump. He's an entertainer. He was a reality tv.

[A]

This is always going to be about part of it for sure. Chemistry is a big deal. And so having chemistry with the country, having chemistry in backroom deals, all of that stuff goes a long, long way. Watching the all in podcast deal with Trump was really fascinating because even Jason Calacanis, you could see, was struggling. He found Trump charming, but he didn't want to say that I found Trump charming. So it was fun to see that. But you. That's just how politicians are. Like when you sit down with them, if they're just pure spreadsheet. And I'm going to guess I don't know Thomas Massie well at all, but given that he wears the debt pin, I'm going to guess this is him, that he's like the spreadsheet guy. And so when you're with them. It's probably a little spectrumy. There isn't the charm and charisma that you're going to get with an aoc. Like, did you see aoc? First of all, super attractive. Second, she's got her hair, like, quaffed over to the side. She's like, I've got some tea for you. Right? And she spills the gossip. And I was like, I'm entertained right now. There is something. Even though I think her policies are murderous, she is engaging. So it's like, eh. Anyway, the point that I'm trying to make with all of those decorations is that there's. There's a wild difference between what they're going to be like privately, the way they think about the world, which would disgust people, the way that they'll use people as pawns, manipulate them, move them around the chessboard, all of that, and the way that they present themselves. I think about this a lot as a CEO, so no one will believe anything you say now because you're on camera and you're sitting next to me. But I know this to be true. So if somebody gets sick, for instance, I really do want them to rest. And so even though it slows the company down or whatever, like one, it's what I want to do. And I don't want to treat anybody on my team differently than I would want to be treated. So I'm going to extend to people the thing I want extended to me. So if somebody's sick, I'm gonna say, hey, let me know how I can help. I'd go get somebody. Or if I'm being really honest, I would send somebody to go get you chicken broth if that's what you needed. I want you to sleep in and get your rest. And so for me, my ultimate game is I want to earn my own respect. And so a huge part of earning my own respect is being who I am outward facing and inward facing. Now listen, I talk to my wife in a way that I would never talk if I were on camera. So don't think that I don't have gears. I definitely have gears. But in terms of my value system and what I believe and don't believe, it's very consistent. And so people would be like, oh, wow. Like he. He's much more playful when he's with his wife. Like, I'm. The. The number of times I will be silly on camera will be very low compared to how often I'm silly in real life because my wife has rewarded me to no end. Because she loves that side of my personality. So anyway, politicians are not like that.

[C]

Let's go to that AOC clip that you brought up about the tea. So for those that don't know, Marjorie Taylor Greene has been pivoting recently about the government shutdown. She was on the View. She's been very vocal in opposition about some of the Republican policies, just as she was about Democratic policies. AOC says she has a reason behind her sudden switch.

[E]

Here's some tea for you, mtg. People are like, oh, my God. She's saying all these things like, what's gotten into her lately? Oh, like she's bucking against Trump. She's bucking against the administration. Marjorie Taylor Greene wanted to run for Senate in Georgia. She wanted to run for Senate earlier this year in the state of Georgia. She want to be the Republican nominee for Senate.

[B]

So.

[E]

She was gearing up for that statewide race and Trump told her no. Trump said no. And the White House and Trump land shut down Marjorie Taylor Greene's personal ambitions to run for Senate, and she has been on a revenge tour ever since.

[C]

So that's the reason for the sudden switch. It's. It's weird hearing it the behind the scenes because we're all like, nah, they're probably doing this behind scenes. This is probably a political move. And then hearing somebody like AOC come out and say, yes, this is definitely a political move.

[A]

This is one of the things, I don't know whether I love this or hate this, but the social media age, the fact that we're going to hear ultimately some. So much of this stuff come out is, God, I'd be lying if I said I wasn't here for it. I want the tea.

[C]

Like, give me all the tea.

[A]

When she, like, leaned in, I was like, yeah, you go, girl. You tell me.

[C]

She did look good, too. Oh, my goodness.

[A]

I'm not gonna lie.

[C]

She is very attractive.

[A]

And we can all be mad that God saw it fit to make us care, but we care. And so she knows how to play it. God bless her.

[C]

How do we quantify that? I know you're. You're Mr. Metric. You always want KPIs to kind of steer us toward. Is there a KPI we can put in in Congress? I know we joke about the Warren Buffett thing. Every time the deficit is too much, everybody gets fired. Whoa, whoa, whoa.

[A]

I am not joking. They should do that.

[C]

That it is good, but everybody would get fired. They. That's like me. That's like me advocating for policy impact theory. Like, if our numbers don't get to a million, I get fired.

[A]

Like, they, they will do whatever they need to to get elected. And so they would cut the budget and they would just be like, we're not going to get reelected unless we trim the budget after we fire this whole way. Look, they're never going to do it because they don't want to put that restriction on themselves. But in terms of it generating the behavior that we want, it would. And so that's one of those, this is how you get a small government light touch. You put a regulation like that that's just, it's blind. And so your favorite politician may get caught in the crossfire and it's like, yep, tough break is what it is. And if you're willing to live and die by those policies, cool.

[C]

Also, outside of the fiscal one, is there something we can do where it's, the government has been shut down more than this time. People need it. Like, I just feel like we're gonna, they're gonna end up signing something, somebody's gonna cave, and then in six months, a year, two years, whatever that number is, we're gonna be back here again. Just like the debt ceiling conversation, every 18 months we're having that argument. Is there something mechanistically you think we should put in that can kind of prevent that? I'm just trying to figure out how we can fix Congress without firing everybody through a dictatorship and going straight Mao and just like killing and reinstalling a bunch of other people.

[A]

I mean, there are things that you could do mechanistically. I'll give you ideas. It's entirely possible that the Constitution blocks some of what I'm going to say. So this is where I'm not a constitutional scholar, so it's, it is very possible that the things I'm going to put forward are like a business guy thinking through these problems, not a politician. So. But you could do things like you put dead hand switches. So if the government is shut down for more than X number of days, budgets get cut in the following ways to bring us back to solvency and the government automatically reopens. So for instance, if you said something like every department is cut in equal measure with the exclusion of the Department of Defense and the whatever, pick the entitlements with some sort of like caveat. Right. So it's like if they're over X percent of the budget and it's not wartime, then they can still be cut up to this amount. Like, you'd have to get pretty specific. But if you had a dead hand switch like that, then unless one of the parties is like, that's what we actually want and that's the only way that we can get it, then nobody's going to let the government go that long. Now, admittedly, my biases are leaking like crazy because my brain goes to what is the dead hand switch that I would want? Because that's also one of the things that's happening right now, at least at the level of rumor, is one of the things that's being said is that there's a certain number of days I forget how many, but it's not that many. It's like 45 or something. And Trump is able to, or the administration, whatever administration's in power, is able to start making permanent layoffs. And so it's entirely possible that the Republicans are like, well, well, we win either way. So either we rebuff all of their desire to grow the budget in ways that Republicans don't, like, extend the aca.

[C]

Roll back some of the big bill cuts.

[A]

Yeah, correct. Or we get all the way to. We get to start firing people and now we can actually start tightening up the government.

[C]

Those Doge effects that we wanted to do that were overturned can now be done freehand.

[A]

Exactly. And I'll be honest, I want to see the size of government reduced so dramatically. So dramatically. So, yeah, I am. Look, doing it all at once is probably a bad idea. I would much rather, in reality, I would much rather see it happen slowly. But if you back me into a corner, I would rather see it happen fast, deal with whatever pain that causes over the next two or three years and have it permanently be smaller then it never happened. And again, what is the metric I'm steering by the thriving middle class as defined by just what percentage of Americans are in a well defined middle class? Like, I'm not trying to pull a fast one. Like, the middle class is everything. Life is so much better when the middle class is thriving. It's better for the wealthy. It's better for obviously the middle class. So it's like, dude, I don't understand how people have lost sight of when somebody's in the middle class and they earned their way there. Like the euphoric vibes of like, not only did I get here, but I earned my way here.

[C]

I think there's gonna be some permanent damage from this cause. Just like Secretary Duffy said, you know, a month without a paycheck is hard for everybody. Like 60% of Americans can't afford a thousand dollar emergency bill. I don't know how many percentage of Americans can afford missing two paychecks? But I feel like that number is higher than 60%. Like they're going to feel some reasonable pain. Yeah. If we extend to the 45 days, and then those people are now permanently cut, let's say in a perfect world, to get back pay, but now they have lost their job.

[A]

Yeah.

[C]

Is this similar to the AI utopia that we've been pitching as well, where there's just going to be a waft of pain, then hopefully they can find purpose and the private sector can kind of help out on the other side of that. But we're just gonna have to go through that valley of the second and third year of the Trump administration will kind of have bread lines. And then by year four, everybody's back to humming because we can't act like, you know, 40% of GDP disappearing is gonna just make, like people just walk into Walmart and get a job. Like there's gonna be some, some pain there.

[A]

There's gonna be some pain there. It could have a psychological effect where people lose confidence in the markets, that is for sure. It is one of those where there is no way out of the situation that we're in right now without pain. There is no way. There is no way. So now it just becomes a question of how effectively can we deploy a beautiful deleveraging? And I will say the chances that we do a beautiful deleveraging aren't approaching zero. They are zero.

[C]

Oh, 100%. Like it's never happened.

[A]

We psychologically do not have the makeup in America to do that. So we're in a position where beautiful deleveraging is not going to work. No one's even going to try it. So the only thing that we're going to try right now is growth. That's it. We're going to try to grow our way out of this. And remember that if the Democrat Party gets their way, that they will accelerate the demise, because the demise is very simple to map out. It is how much are your deficit spending?

[C]

And when you say accelerate that demise, like you're just saying they're going to be spending more money at a faster rate than the Democrats are.

[A]

So it is money we don't have.

[C]

Yeah, I'm trying to make it as completely killer.

[A]

They're going to deficit spend and they will deficit spend even faster than the lunatic Republican Party. So now you have a problem where you, you lose in both ways. Just one way, you lose a little bit faster. So there is, right now I will credit Trump with. He's at least delusional enough to believe that he can grow his way out of this. And he is trying to grow his way out of this. I don't see any way to grow your way out of the problem unless you balance the budget first. If he bounce, like, if the big beautiful bill had balanced the budget and then he was doing all these things, I would then actually become the pro Trump guy that people think I already am, because I'd be like, okay, we have a balanced budget. So now we've stopped all the bleeding, so we're no longer damaging the middle class and the working class and we're going to try to grow GDP. Now, I think the way that he would grow GDP would not match my ideal scenario, but nonetheless, at least we would be moving in the right direction and that 122% of debt to GDP ratio would start going down. So if that were the case, I'd be like, yes, he is unhinged. Yes, he has authoritarian tendencies, but he's at least bringing back a thriving middle class. And by the way, I don't think he has the authoritarian. The amplitude of authoritarian impulses that people try to map him to. So he's. I don't believe he's ever going to go anywhere near down the path of Hitler. I don't think he's doing his best.

[C]

To try, though, with the National Guard marches through the parks, and this is to look like it.

[A]

So first of all, read Mein Kampf. Read Mein Kampf and you're gonna be like, oh, I get it. There's a real scale problem here. And then second, look at the footage of Hitler, bro. So if politics are a genre of rap, he was gangster rap. Like, it was wild.

[C]

He wasn't smiling and waving like he was.

[A]

He was unbelievably effective at deranging people and getting them to get behind murderous ideology. It was wild. And when you listen to him, like, imagine Nick Fuentes, but, like, really good at, like, big marches. Put Nick on meth and you're maybe for real.

[C]

He was.

[A]

Whether it was meth or not, I don't. I don't think it was meth, but he was a speed addict. He was totally out of his fucking mind. But he had a very clear, unflinching. I know the way I'm gonna get you guys all out of this. Like, it's gotta be me or nothing else. Yeah, he was wild, dude. He was looking at. From the beginning, he was looking at Russia and saying, they're gonna be our American dream. So the Ukraine is gonna be our American west. And Germans are going to get to spread into the Ukraine and live on the frontier and take over all of that. And it's going to be amazing. Now listen, Trump says wacky shit about Canada being the 51st state, but he's not saying, I can't fathom even in the darkest of closed rooms that he's saying to somebody, that's our. Canada's our new American West. We're just gonna expand in. He had his own to take everything. So Greenland is a military installation and he always approaches it from your country is doing you dirty. We will do you well. You're important to us anyway. These are bad things. I hated it when he was doing it then if he starts doing it again now, I hate it. What he's doing in Venezuela is horrifying. I wish he would just talk about fucking China so we could at least understand. This is just about China. It's not about the oil, I don't think. Partly, I guess, but like the big play is China can't have you. That's the big play. So now at least if he were being honest about what's going on, we could say, okay, do we want to be bullies like that? And then I'm gonna say, no, motherfucker, we don't get better policies. Get better policies. That's how we win people over. We don't try to out China the world. We don't try to strong arm and bully and all that shit. Be savvy like you were in World War I and World War II where you're like, we are the greatest manufacturer on planet Earth. We know our worth. And dear Europe, if you guys want to keep killing each other, that's your business. We'll fund the shit out of it. We'll loan you money, we'll give you weapons and we'll get rich off this while you fucking destroy yourself ourselves. If America wants to play that game, I'm here for it. If America wants to be some asshole bully that's running around the world, slapping Everybody around, putting 50 million dollar bounties on Maduro's head, bro, that shit is wild west. So this is not me saying, oh, I dig Trump, I like the way. No, what I'm saying is he's not Hitler, so he's got his own set of problems.

[C]

All right, let's jump over to the UK now, where Tommy Robinson beat the terrorism charges. The judge was blistering in his criticism of the police, saying their testimony lacked credibility and that they in fact targeted Tommy for political reasons, which is illegal. Incredible outcome. This is a journalist from the Rebel News over in the uk.

[B]

Ezra Levant here for Rebel News. I'm standing outside Westminster Magistrates Court. Huge news today. Tommy Robinson acquitted of charges under the Terrorism Act. The judge blistering in his criticism of the police, saying they lacked credibility and their testimony could not be relied on. In fact, the judge went further, saying that he believed that the primary reason the police arrested, detained and interrogated Swami in the first place was because of his political views, which is a cretective characteristic in the uk, that is you can't go after someone just because of their politics or their religion. And in fact, the police had no recollection of any questions they asked about terrors. The judge particularly floods about that. It's very encouraging for Tommy to be acquitted because sometimes you feel like you have to give up on the system. That maybe Tommy can't get a fair trial anywhere in the UK today is proof that sometimes the system does work.

[A]

Yeah. I have to say this is very encouraging. What I mean, this is the ultimate values debate is playing out right now in Europe and Tommy has sort of become the firebrand at the center of it all. And seeing them go after him, seeing them lose faith in themselves as a nation, as a British identity, not a white identity, but a British identity is. That's been hard. I have so much family over there, so. Yeah, I mean, we'll see. I don't know if they're going to be able to back out of this or not, but it is certainly. This is a tick in the right side for sure.

[C]

As we were joking earlier at the show, like, you moving to Florida, things like that. Lisa was in the chat, like, yeah, moving the UK is not an option. So even with family and ties there, it's like, I would never go there.

[A]

Yeah. The funny thing is I doubt she was saying that for political reasons when I met her. And none of this was on our radar as something to be concerned about at all. She was. Was like, get me out of here. I was actually. I loved it because I. I not only grew up in America, I grew up on the west coast of America in the Northwest, so. And not even in a city in, like, a small, like, town, sort of. And it was. Going to London for the first time was one of the coolest experiences of my life. Like, you can never sort of re. Experience that first time you see something truly different. And I said, I was like, in hysterics, laughing because I was just so excited and I was like, being Here is like being on the set of Mary Poppins. I'm like, this is so wild to see all the roofs. And you know that look in that, like, classic British way of just house after house after house after house with all the chimneys and they're all in a line. It was just so surreal, but it was awesome. And I worked in central London, so I was commuting into the center of London every day and was just like, this is amazing public transport. First of all, this was, like, just one of the most fascinating. I was reading Clive Barker at the time. Clive Barker is a British author, and it was a book set in London. Oh, man. Just like, all of it was so cool to me. And so I was like, I don't know if you want to, like, stay here for a year, I'd be open. And she's like, absolutely not. She is like, we are leaving right now. So as a Greek girl, she just could not stand the gloom. So for me, I grew up in Tacoma, Washington. There's only two places on planet Earth. This is one. I probably should fact check. But I read once from a. Lord knows if it's a reliable source. But I read once, there's only two places in the world that have a marine climate, and that's the Pacific Northwest and London. And I was like, oh, yeah. Like, this is so recognizable. Being in the uk, I'm like, this is exactly what it felt like growing up. She might be right. It might be a little more sort of damp. But Tacoma is very similar. Very similar.

[C]

We talked about this at the beginning of the show. A new sub nano Night light trait. Wireless brain implant just recorded activity in awake mice for a year. That's crazy. No wires, no battery. Light powers it. Light transmits data. The brain machine merger is near. So they kind of show that they made this. Like, they insert this nano into the mice's brain. It has sending signals to a computer in which they were able to measure, like, processing power and things like that. So I know we already have what Elon Musk is doing and how he's already doing in neural link and then already implanting it in the patients. Now we have this nano technology emerging as well. It seems like we're going to have augmented brain activity definitely next 5, 10 years.

[A]

It seems like, well, so you already have it. It's just a question of safety. It's a question of the risk. So when you've got somebody that's a quadriplegic and it's like, well, either you are totally inoperable and People have to do everything for you. Or we can do this risky thing and we can put electrodes in your brain and we can allow you to move a robotic arm, move play video games, move a wheelchair, all that kind of stuff. Obviously if you're a quadriplegic or you have ALS and you're just deteriorating by the day, it's like, like yeah, I'll bypass all that bullshit and go straight into essentially living in a virtual world. Now you can live in the virtual world or you can come back out and via the virtual world, live back in the physical world with robotics and all that. That is a no brainer for anybody in that. Now what I think you're getting to is when will a healthy human begin augmenting themselves? That's not going to be in five to seven years, that's going to be in 10 to 15 years. But it will happen and it will. Like if you have a five year old, it might happen before they graduate high school.

[C]

Wow.

[A]

So it's like when you get it in that perspective of how near term it is, it's like, oh, whoa. Like this is transformative. Remember, Elon is estimating AGI is coming in the next 24 to 36 months. AGI is effectively the thing that is going to usher in a si. Because a GI would be, you can have as many humans as you want, as many as you can produce the compute for, but you would be able to bring on, call it 10 million Einsteins. What does the world look like when you have 10 million Einstein's? Right? Like that's bro, that's wild.

[C]

What's the moat? Is it just, just waiting until it.

[A]

Catches on Energy and compute for altering.

[C]

Our own brains for healthy humans to.

[A]

Say yes, safety and utility. So right now cutting your brain open is about the most dangerous thing you can do. There's a saying in brain science is like once air touches the brain, it's never the same again. So you want to keep that thing locked down as tight as you can now as we get better at that. Like my mother in law had brain surgery and I was just on a loop. She's one of my favorite human beings on a loop. I was like, once air touches the brain, it's never the same again. And I was just like expecting her to be different. She is a hundred percent the same and dude, literally thoughts and prayers like bro. I was like, yeah, I was beside myself with that result. I was just so, so, so hoping for. So anyway, years ago now and she's normal. So hopefully that's a sign that things are just getting better and better. And as more of these people get these implants, I think it'll take a good five to seven years for there to be even several hundred of them. And so that's why these kind of things like getting the approvals and all that stuff, that really does take time. But you start getting out to 10, 15 years, you probably see the first small handful of people augmenting their brains. Now, someone like me, when am I going to do it? It's like first gen tech is always pretty weak. So it's like I don't want to look like a cyborg, I just want to feel like one. So I'm probably in the 20 to 30 year range where I start going, yeah, 80.

[C]

Like when a Neuralink 17 Pro comes out. That's an outgraphic. Exactly.

[A]

So I think most people will wait quite a ways, but it's really going to happen. All right everybody. Until next time, my friends, be legendary. See you guys on Friday. Peace. Most healthy habits are hard. Meal prep takes hours. Gym routines get derailed all the time. Complicated supplement regimens fall apart, often within weeks. But AG1 Next Gen is different. AG1 Next Gen delivers what your body actually needs. 75 plus vitamins and minerals, 5 clinically studied probiotic strains, plus prebiotics and superfoods. It replaces your multivitamin, probiotics and more in one simple daily drink. AG1 next gen comes in three new flavors. Tropical citrus and berry. All plant based flavoring with 0 added sugar, 0 artificial sweeteners, 0 erythritol. Every flavor maintains NSF certification for sport, so you know you're getting the strictest quality standards. Subscribe today to try the next gen of AG1 and if you use my link, you'll also get a free bottle of AG D3K2, an AG1 Welcome Kit, and five of the upgraded travel packs. With your first order, click the link in the show notes or just head to drinkag1.comimpact to get started again. That's drinkag1.com impact.