In this powerhouse episode of Impact Theory, Tom Bilyeu sits down with the legendary investor and entrepreneur Kevin O’Leary, famously known as “Mr. Wonderful” from Shark Tank. With his trademark candor and economic insight, Kevin breaks down what's really happening with America's global negotiating power, the controversial tactics of Donald Trump, and how America's financial future hangs in the balance.
Tom and Kevin take you behind the headlines to dissect America's true leverage in global trade, the economic chess match with China, and what investors should be watching for in the chaos of tariff wars and shifting alliances. This conversation is essential listening for anyone concerned about economic security, the future of US policy, and the policies shaping markets worldwide. Get ready for an unfiltered perspective on tariffs, taxation, and the fate of American innovation.
SHOWNOTES
00:00 – America’s Precarious Position & Global Leverage
01:05 – Are Tariffs Hurting or Helping? Trump’s Negotiating Style
03:00 – How Value Added Taxes Shape Trade Deals
04:18 – Political Chaos vs Policy Outcomes
06:53 – Investor Mindset in Uncertain Times
08:35 – What Would Ring Kevin’s Alarm Bells?
11:01 – China: The Real Economic Battleground
13:08 – How China Rose by Ignoring the Rules
16:28 – TikTok, Nvidia, and the Next Phase of US–China Relations
19:33 – America Gets “Screwed” One Innovation at a Time
FOLLOW KEVIN O’LEARY
Instagram: https://www.instagram.com/kevinolearytv/
Twitter: https://twitter.com/kevinolearytv
YouTube: https://www.youtube.com/@kevinolearytv
SUPPORT OUR SPONSORS
Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out
SKIMS: Shop SKIMS Mens at https://www.skims.com/impact #skimspartner
Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511.
SleepMe: Visit https://sleep.me/impact to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping.
Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to https://jerry.ai/impact
Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact
CashApp: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod
iRestore: For a limited time only, our listeners are getting a HUGE discount on the iRestore Elite when you use code IMPACT at https://irestore.com/impact
What's up, everybody? It's Tom Bilyeu here:
If you want my help...
Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.
**********************************************************************
If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.
**********************************************************************
LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory
**********************************************************************
FOLLOW TOM:
Instagram: https://www.instagram.com/tombilyeu/
Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en
Twitter: https://twitter.com/tombilyeu
YouTube: https://www.youtube.com/@TomBilyeu
Learn more about your ad choices. Visit megaphone.fm/adchoices
