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  1. Tom Bilyeu's Impact Theory
  2. The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan
The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory · Feb 12, 2026

The global order is collapsing due to unstoppable demographic decline, with Trump merely accelerating the inevitable break from post-WWII systems.

The Global Order's Collapse Was Caused By Demographics, Not Donald Trump

The post-WWII global system was always fated to end in this decade. The root causes are long-term trends in trade and demographics, specifically aging populations running out of working-age adults. Trump is merely the political figure officiating this pre-destined formal break, not its architect.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

The Black Plague Is The Only Historical Parallel for Today's Demographic Decline

The only other time in history with a significant population decline was the Black Plague. While the economic context was vastly different, its outcome offers a rough directional guide. The resulting labor shortage increased the value of skilled workers, broke the feudal system, and ultimately sparked the Renaissance.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

Donald Trump's Foreign Policy Lacks Long-Term Strategy and Resets Daily

Viewing Trump's actions as part of a grand strategic plan is flawed. According to inside sources, his administration's policy is purely tactical and present-focused, lacking memory of past decisions or a vision for the future. The mantra is, 'There is no yesterday. There is no tomorrow. There is only the now.'

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

All Major Economic Models Are Obsolete as Global Population Growth Ends

Capitalism, socialism, and communism are all growth-based systems predicated on an expanding population to balance labor, capital, and demand. As the world enters demographic decline with shrinking working-age populations, the fundamental assumptions of these 500-year-old models collapse, requiring a complete reinvention of economic theory.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

De-Globalization Forces Efficient Nations to Become Inefficient Generalists

The globalized system allowed countries to hyper-specialize in high-value production, like Germany in manufacturing or Korea in memory chips. As this system breaks down, nations lose access to global supply chains and must revert to being generalists, causing a catastrophic drop in technological capability and standard of living.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

Trump's Chaotic Tariffs Function as an Unintentional New Economic Experiment

While likely not deliberate, the Trump administration's chaotic policies function as a new economic experiment. By artificially restricting production and controlling demand through tariffs and favoritism, it creates a hybrid of capitalism and fascism. This serves as a real-world test for a non-growth economic model, however horrific its implications.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

America's Post-WWII "Empire" Was Built by Trading Security for Geopolitical Control

The U.S. established the global order not through force, but by offering a deal: it would guarantee global security for shipping and keep its markets open, provided allies allowed the U.S. to write their security policies. This successfully aligned major world powers under U.S. command against the Soviets.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

China's Civilization Could Collapse Within Two Years From a Simple Naval Blockade

China is completely dependent on US-policed sea lanes for oil and food. The U.S. could trigger a civilizational collapse, potentially killing half the population, by simply using a few destroyers to stop energy and food flows near Singapore. This can be done without a direct military confrontation on Chinese soil.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago

A U.S. Reshoring Strategy Requires Low-Skill Labor from Nations like Colombia or Cuba

For the U.S. to create a resilient, regionalized supply chain ('globalization 2.0'), it cannot perform all functions itself. It must integrate with countries that can provide low-cost assembly and processing, which are uneconomical at U.S. wage levels. Colombia and Cuba are the best geographical and demographic options to fill this critical gap.

The Global World Order Is Collapsing- And It's Much Bigger Than Trump!  | Impact Theory W/ Tom Bilyeu & Peter Zeihan thumbnail

The Global World Order Is Collapsing- And It's Much Bigger Than Trump! | Impact Theory W/ Tom Bilyeu & Peter Zeihan

Tom Bilyeu's Impact Theory·7 days ago