The 2 Biggest Economies Are Both Breaking — And Both Are Hiding It

Aug 18, 2026 · 40 min · YouTube

Ads

Brands

Inserted

Transcript

8k words

Ads in this episode

EP · Tom Bilyeu's Impact Theory · The 2 Biggest Economies Are Both Breaking — And Both Are Hiding It39:38

0:00inserted

Carvana

pre-roll

0:00inserted

Carvana

carvana.com

17:25host read

Quince

quince.com/impact

17:42host read

Incogni

quince.com/impact

At	Brand	Type	Placement	Promo code	URL	Found by
0:00–0:31	Carvana	insertedapple copy only	pre-roll			dai
0:00–0:59	Carvana	insertedspotify copy only	pre-roll		carvana.com	dai
17:25–17:38	Quince	host readaudio feed only	mid-roll		quince.com/impact	trigger
17:42–18:28	Incogni	host readaudio feed only	mid-roll		quince.com/impact	trigger
18:28–18:38	Incogni	host readaudio feed only	mid-roll	IMPACT	incogni.com/impact	trigger
18:38–18:49	Incogni	host readaudio feed only	mid-roll	IMPACT	incogni.com/impact	trigger
43:17–44:02	Progressive	insertedapple copy only	post-roll		progressive.com	dai
43:44–44:43	Progressive	insertedspotify copy only	post-roll		commercial.com	dai

6 dynamically inserted segment(s) found by fetching the episode as different clients. Not every listener hears them.

Transcript

asr · 8,227 words · docs

Ad · Carvana

0:02Queen Carvania stood haloed by the morning sun.

0:06An army hung on her every word.

0:09My champions, I have sold my chariot on Carvana.

0:14T'was a lovely SUV, an inexplicably queenly offer.

0:19They're even coming to the castle to collect it.

0:21Tonight, we feast.

0:25An offer you can feast on.

0:27Sell your car today on Carvana.

0:29Pick up fees, may apply.

Ad · Carvana

0:31What we're looking at right now is we have a world where the two biggest economies are both in economic trouble.

0:36Both are trying to hide it.

0:37Both are hiding it in ways that at least kick off some visible signs.

0:42And so once again, our man Jeff Snyder over at Euro Dollar University has put together a great video explaining what's going on in China because right now, man, China has had a historic pullback in lending.

0:53Once you get to the way that the government borrowing works in China, this becomes very unnerving.

1:01Ndy bnhpf R tsg ht, hz cxa'ff cuvs wf ddy pkn bqqt tx zsf Nwffhed buq gnf bqs bugn Oauqq, gnfff'z d gsjrgqguxd tx bqqt Oauqq'm srkqkjc tx ks ofqv.

1:08Uag pkn ysmuqugscc lxd't oddg Bnhdd gk xf gkx bsdi xfedazs tasq qkb pkn'us gxt q rskkpfw oasss dxxxlp'z kapuqg qqcgnhdt ksrqnmf X.J.

1:16oazt ndl q rnpcxdev.

1:17Rt'm bnmg Yacc, zk of'cp mfs.

1:19Uag gnf X.J.

1:19oazt ndl q rnpcxdev hd exdzajss zrfdyuqg.

1:22Bnhdd hm ndhhdt gnhm wdmzuus rnpcxdev hd xxfskbuqg, effmnwdxcc xfedazs tasp'us ndl q rnpcxdev hd mesqlhdt.

1:27Ndy zk of'ss gxuqg tx tk tafxatn, bs'ff tkhdt gk mfs taqg gnfff hm tsknxcs xssbuqg.

Full transcripts are coming soon

8,227 words with timestamps and ad segments marked. Join the waitlist for early access.