Insights from the Tom Bilyeu episode “Inflation Just Crashed — and That's the Scariest Part”, published July 15, 2026.
Tom Bilyeu argues that the recent drop in CPI inflation is not a victory of innovation, but a symptom of 'crisis-led deflation' caused by collapsing demand in the US and China. He warns that the global economy is in a stealth recession, where consumers are tapped out and energy demand is no longer inelastic.
Topics: economy, inflation, geopolitics, investing, recession
