Tom Bilyeu

You knew you could rely on shipments.

You didn't have to worry about the Strait of Hormuz.

You didn't have to worry about a dictator in Venezuela cutting off supply.

It was just like you could count on everything flowed as it should between U.S., China, Middle East, everywhere.

And that really lulled people into a sense of comfort.

Now, basically every nation has strategic reserves.

I know the US drew down their strategic reserves under Biden pretty dramatically.

I don't know if those were ever replenished.

China has their own strategic reserves.

And so it becomes a question of when do you start unlocking that?

How long do you want to hold the price line?

Um, if you're confident that you're going to be able to build them back up or the demand is so dire that you have to, but the last thing you want to do is run through your strategic reserves and find yourself with like a military need or find yourself facing like a proper recession.

So you've got to be very careful.

It's better to let your people suffer through long lines, some people to, you know, drivers to lose their job and just die.

basically distribute the pain and suffering down to the individual level rather than trying to absorb it all at the governmental level, which is a trade-off people are just never comfortable making, but that's the reality, is at what level do you want to experience the pain?

Do you want to experience it at the government level or do you want to push it down to the individual?

Uh, so you're going to let it foment at the individual level, basically for as long as you can, uh, sort of in the beginning, you eat a bit of it and then you hit like a trigger point where you're like, okay, now we have to push this down and then you let it simmer there for a while.

And then right before you're worried, people revolt, then you push it back up to the government level and you just sort of play this ping pong game.

Um, so yeah, it'll, it'll play out.

Has anyone ever seen anything like it, Drew?