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Welcome to Impact Theory with Tom Bilyeu. In today’s episode, Tom and Ryan run through the biggest stories moving right now and refuse to flinch from the hard parts. They open on a shifting global battlefield: Iran’s standoff with the US, the question of when traffic through the Strait of Hormuz actually returns to normal, and the oil routes that keep the world economy running. From there they turn to the sudden change in tenor in Russia and Ukraine, why Kyiv is suddenly making gains after years of stalemate, and how the G7 lining up behind Ukraine may have quietly flipped the war. The conversation widens into the strategic logic driving Israel right now, including the Ben-Gvir quote making headlines, the survival calculus critics call apartheid, the right of return, and a candid breakdown of how money and political power shaped the region. Ryan pushes back throughout on the moral stakes, US funding, and where public consensus stops lining up with reality. Along the way the two get into Nvidia quietly cornering the market that powers the entire AI boom, the billionaire retreat in Ireland pulling elites from both sides of the aisle, immigration and assimilation, a heated clash over parental rights and kids, and the censorship fight unfolding in the UK. Whether you came for geopolitics, the economy, or a real debate that doesn’t pull its punches, this episode offers a nuanced look at how today’s choices will define tomorrow’s legacy.
0:00 Intro
2:08 Iran War Deal & Ukraine Pummels Russia
5:18 Putin vs Netanyahu: two leaders hungry for power
30:36 UK censorship, Starmer, and the immigration fight
36:34 Define “Assimilation”
1:18:39 Peter Thiel’s Elite Retreat
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