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Tom Bilyeu

๐Ÿ‘ค Speaker
9026 total appearances

Appearances Over Time

Podcast Appearances

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

He doesn't advise people try to predict exactly when the dollar will fail.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Instead, what he says is to build a portfolio that is balanced to thrive whether the economy is growing, in a recession, experiencing high inflation, is dealing with outright war, or just plain catches you off guard.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

This means holding a highly diverse and uncorrelated mix of shares, gold, and commodities, which are assets that are not someone else's liability.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

So if you're gonna put all this together and start taking a similar first principles model from these two legends, the path forward is gonna look something like this.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Step one, accept that the post-World War II liberal world order, the paper era as I'm calling it, is dead or at a minimum dying very fast.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Cancel your membership to WEF.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Start thinking of the world through the lens of great power politics.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

There is no more holding hands in Kumbaya.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

This is the big boys going to battle with each other in cyber warfare, economic warfare.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Please don't ever let it spill to kinetic, but we certainly have to build up and prepare for it.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Understand that the physical world matters a lot, especially as we gear up for potential kinetic conflict.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

and that our days of 356 to one paper claims to the actual underlying asset, those days are over, not just for silver, for everything.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Step two, don't pull out of the market in a panic, but recognize despite the instability and impossibility of predicting, you can't just save your way to prosperity.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

In a world locked in fiscal dominance, which we are, where the debt drives monetary policy,

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

and you know there's going to be money printing, cash in a savings account is not a safe haven.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

It is a melting ice cube.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Every day you hold onto it, you are losing purchasing power to the invisible tax of inflation.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Now, you need enough cash for call it six to 12 months of survival, enough to remain emotionally sober in the markets.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

But everything beyond that is exposure to a system designed to devalue your labor.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Step three, shift from financial instruments to productive assets.