Twenty percent of the world's oil moves through one narrow strait — and over the weekend Iran started treating it like a weapon. Tom and Drew break down what happens to gas, prices, and the global economy when a single regime can choke that flow whenever it wants, why the negotiations almost certainly won't hold, and the Russia parallel that shows you exactly what 20% of oil going offline does to a country. Plus: the California wealth tax that just jumped in the odds, and Europe letting people die rather than allow AC. 00:00 Intro 02:00 The Strait of Hormuz just became a weapon 25:00 The Russia parallel: what 20% of oil offline really does 35:00 The California wealth tax just jumped in the odds 46:00 The K-shaped economy and the productivity–wages split 58:00 Florida vs New York: budgets, growth, affordability 01:30:00 How your money quietly lost 30% 01:34:00 Europe is dying in the heat — and banning AC 01:50:00 Massie Flips The Script Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Check us out wherever you get your podcasts: Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd Apple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648 Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder) Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com) Check out our Video game - Project Kyzen: (https://projectkyzen.io/) Catch Me Streaming on Twitch -  (https://twitch.tv/tombilyeu) Link to IT discord: https://discord.gg/TZKJ2etPbT Tom's Favorite Things List:  https://amzn.to/41Ftt7e FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu Twitter: https://x.com/TomBilyeu YouTube: https://www.youtube.com/@TomBilyeu