Tom Bilyeu

What Tom Bilyeu Says About Energy

33 episodes about energy

Impact Theory is committed to an unbiased pursuit of the truth. Tom Bilyeu approaches the most important issues in world...

Key Insights on Energy

US and Iran finalized a deal to extend ceasefire and reopen Strait of Hormuz, causing oil prices to drop 4% to $84/barrel

  • Hyperliquid provided 24/7 oil price discovery during weekend strikes, with Bloomberg quoting their data for market analysis
  • Oil prices approaching $100 could trigger 'massive amounts of issues in broader economic situations' affecting all risk assets
  • The targeting pattern suggests economic motives: leadership decapitation, naval assets, but notably avoiding oil infrastructure
  • China buys 90% of Iran's oil exports, making Iran essentially a gas station for China's energy needs
  • The White House website still claims Iran's nuclear capability was 'fully obliterated' in June 2025
  • America inherited the British global system seamlessly, with nuclear programs, financial centers, and intelligence operations transferring from London to Washington
  • U.S. Energy Department forecasts petrol prices won't return to pre-war levels until end of 2027, diesel until mid-2027

Episodes

Don’t Fear AI — Fear Falling Behind | Peter Diamandis on Impact Theory Pt 2

Don’t Fear AI — Fear Falling Behind | Peter Diamandis on Impact Theory Pt 2

AGI Is Here — And Society Isn’t Ready | Peter Diamandis On Impact Theory

AGI Is Here — And Society Isn’t Ready | Peter Diamandis On Impact Theory

Mamdani Balances the Budget, Trump Lands in Beijing With 17 CEOs, a Chinese Spy Mayor, and the AI Job Apocalypse Hits Women First | Tom Bilyeu Show Live

Mamdani Balances the Budget, Trump Lands in Beijing With 17 CEOs, a Chinese Spy Mayor, and the AI Job Apocalypse Hits Women First | Tom Bilyeu Show Live

Can You Survive the Next Industrial Revolution? AI, Iran, & the Chaos of 2026 | Tom Bilyeu Show Live

Can You Survive the Next Industrial Revolution? AI, Iran, & the Chaos of 2026 | Tom Bilyeu Show Live

AOC Says You Can't Ethically Earn Billions, "Operation Epic Fury" Was a Disaster They're Calling a Victory, These AI Innovations Will Keep You Up at Night | Weekly Recap

AOC Says You Can't Ethically Earn Billions, "Operation Epic Fury" Was a Disaster They're Calling a Victory, These AI Innovations Will Keep You Up at Night | Weekly Recap

$6 Gas, Epic Fury Ends, Coinbase Layoffs and The Coming AI Takeover | Tom Bilyeu Show

$6 Gas, Epic Fury Ends, Coinbase Layoffs and The Coming AI Takeover | Tom Bilyeu Show

US v China Heats Up, Spirit Airlines Crashes, Trump Launches Project Freedom, and Why Men & Women No Longer Get Along | Tom Bilyeu Show

US v China Heats Up, Spirit Airlines Crashes, Trump Launches Project Freedom, and Why Men & Women No Longer Get Along | Tom Bilyeu Show

DOJ Goes After Comey, Mamdani Budget Woes, & The Hidden Forces That Are Devastating Us Financially | Tom Bilyeu Show Live!

DOJ Goes After Comey, Mamdani Budget Woes, & The Hidden Forces That Are Devastating Us Financially | Tom Bilyeu Show Live!

AI Reset: "Life As We Know It Will Be Gone In 5 Years" - Upcoming Utopia vs Dystopia | Salim Ismail PT 2 (Fan Fave)

AI Reset: "Life As We Know It Will Be Gone In 5 Years" - Upcoming Utopia vs Dystopia | Salim Ismail PT 2 (Fan Fave)

Embracing Curiosity and Competition in the Age of AI with Bill Gurley | Impact Theory W/ Tom Bilyeu

Embracing Curiosity and Competition in the Age of AI with Bill Gurley | Impact Theory W/ Tom Bilyeu

AI Reset: "Life As We Know It Will Be Gone In 5 Years" - Upcoming Utopia vs Dystopia | Salim Ismail PT 1 (Fan Fave)

AI Reset: "Life As We Know It Will Be Gone In 5 Years" - Upcoming Utopia vs Dystopia | Salim Ismail PT 1 (Fan Fave)

The French Revolution Didn't Help The Poor — It Killed Them. America Is About To Learn That The Hard Way | Tom's Deepdives

The French Revolution Didn't Help The Poor — It Killed Them. America Is About To Learn That The Hard Way | Tom's Deepdives

Are We Facing a Class Uprising? The Real Drivers Behind Economic Turmoil and Social Disorder | The Tom Bilyeu Show LIVE

Are We Facing a Class Uprising? The Real Drivers Behind Economic Turmoil and Social Disorder | The Tom Bilyeu Show LIVE

Trump Extended His Iran Deadline, Iran Ceasefire Is Already Falling Apart, Claude Leak Exposed Unreleased Features That Will Change AI Forever | Weekly Recap

Trump Extended His Iran Deadline, Iran Ceasefire Is Already Falling Apart, Claude Leak Exposed Unreleased Features That Will Change AI Forever | Weekly Recap

10 Of The Last 11 Recessions Started Exactly Like This — Here's What The Smart Money Is Doing While You Panic | Tom's Deepdive

10 Of The Last 11 Recessions Started Exactly Like This — Here's What The Smart Money Is Doing While You Panic | Tom's Deepdive

Fighter Jet Downed Over Iran, Trump’s Oil Power Play, and China’s Bold Trade War Retaliation | The Tom Bilyeu Show LIVE

Fighter Jet Downed Over Iran, Trump’s Oil Power Play, and China’s Bold Trade War Retaliation | The Tom Bilyeu Show LIVE

Boots On The Ground? The Iran War Is Spiraling And America Has No Exit Plan | The Tom Bilyeu Show LIVE

Boots On The Ground? The Iran War Is Spiraling And America Has No Exit Plan | The Tom Bilyeu Show LIVE

Balaji: The Fed Does Invisibly What Lenin Did With Guns — And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Balaji: The Fed Does Invisibly What Lenin Did With Guns — And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Trump’s Hardball Middle East Moves, Insider Trading Scandal, and The Argentina Miracle | The Tom Bilyeu Show LIVE

Trump’s Hardball Middle East Moves, Insider Trading Scandal, and The Argentina Miracle | The Tom Bilyeu Show LIVE

The Analyst Who Predicted The Iran War 2 Years Early Just Told Me What Happens To The Dollar Next | Tom's Deepdive

The Analyst Who Predicted The Iran War 2 Years Early Just Told Me What Happens To The Dollar Next | Tom's Deepdive

The Real Reason Trump Backed Down Has Nothing to Do With Iran | Tom Bilyeu Show Live

The Real Reason Trump Backed Down Has Nothing to Do With Iran | Tom Bilyeu Show Live

Why War with Iran Was Inevitable—Economics, Oil & Eschatology Explained | Prof Jiang Pt 2 Impact Theory w. Tom Bilyeu

Why War with Iran Was Inevitable—Economics, Oil & Eschatology Explained | Prof Jiang Pt 2 Impact Theory w. Tom Bilyeu

Trump’s Oil Gamble: Can the US Really Control Iran, Gas Prices & the World Economy? | Tom Bilyeu Show LIVE

Trump’s Oil Gamble: Can the US Really Control Iran, Gas Prices & the World Economy? | Tom Bilyeu Show LIVE

The Man Who Predicted the Iran War 2 Years Ago Says We're Already in Phase Two — And There's No Exit Prof. Jiang Pt 1 | Impact Theory w Tom Bilyeu

The Man Who Predicted the Iran War 2 Years Ago Says We're Already in Phase Two — And There's No Exit Prof. Jiang Pt 1 | Impact Theory w Tom Bilyeu

The Middle East Is Destabilizing Faster Than Anyone Predicted, Political Poker: Trump, the Draft, Voting Laws, and Immigration Policy, and 5 More Headlines YOU Need to Know This Week | Weekly Recap

The Middle East Is Destabilizing Faster Than Anyone Predicted, Political Poker: Trump, the Draft, Voting Laws, and Immigration Policy, and 5 More Headlines YOU Need to Know This Week | Weekly Recap

Iran’s Chokehold, Meta’s AI Gamble, and Trump’s $300B Power Play | Tom Bilyeu Show Live

Iran’s Chokehold, Meta’s AI Gamble, and Trump’s $300B Power Play | Tom Bilyeu Show Live

Draft Episode for Mar 10, 2026

Draft Episode for Mar 10, 2026

Oil Price Shock Chaos, Trump’s High-Stakes Gamble, and AI’s Dark Frontier | The Tom Bilyeu Show Live

Oil Price Shock Chaos, Trump’s High-Stakes Gamble, and AI’s Dark Frontier | The Tom Bilyeu Show Live

What They’re Not Telling You About the Iran War: Power, Propaganda & Protest, The Collapse of White Collar Work: 20% Unemployment Predicted by AI Leaders, Bernie’s $4.4 Trillion Wealth Raid: Will It Destroy America’s Economy? | Weekly Recap

What They’re Not Telling You About the Iran War: Power, Propaganda & Protest, The Collapse of White Collar Work: 20% Unemployment Predicted by AI Leaders, Bernie’s $4.4 Trillion Wealth Raid: Will It Destroy America’s Economy? | Weekly Recap

Unraveling Iran War Narratives: Economics, AI, and Global Power Plays | Tom Bilyeu Show Live

Unraveling Iran War Narratives: Economics, AI, and Global Power Plays | Tom Bilyeu Show Live

Books on energy

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