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Tom Bilyeu's Impact Theory

Tom Bilyeu's Impact Theory

The Debt Spiral Just Started — And the Bond Market Is Breaking

Oct 20, 2026 · 47m

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About this episode

What’s up, everyone? It’s Tom Bilyeu, and today I’m taking you on a deep dive into some absolutely wild content from Andrei Jikh about the global economy, exploding debt, and why the bond market might be on the verge of breaking. I just watched Andrei break down the chaos happening with government spending, the insane pace of inflation, and how countries like the U.S. are caught in this never-ending cycle of printing money and bailing out asset prices—while everyday people get left holding the bag.In this episode, I’m reacting to Andrei’s insights on why China’s playing by a different set of rules, how the U.S. outsources risk to the public while protecting investors, and why every…