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Tom Bilyeu's Impact Theory

It Has Begun: Warren Buffett Just Sounded the Alarm — Most Will Regret Ignoring It

Tom Bilyeu's Impact Theory

Impact Theory

Education, News, News Commentary, Philosophy, Technology, Society & Culture, Business, Self-improvement

4.75.1K Ratings

🗓️ 8 November 2025

⏱️ 8 minutes

🧾️ Download transcript

Summary

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Transcript

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0:00.0

You are in a bubble right now, Drew. The AI bubble is going to burst.

0:03.3

Berkshire Hathaway has the most cash it ever has on hand. Is that like an indicator that,

0:07.9

you know, if the most successful investors like, I'm going to take a step back for a second.

0:12.8

He is sending you a signal that bad things are going to happen to the stock market.

0:17.7

In the short term. So keep in mind, Warren Buffett's job is to yield an

0:22.8

annual return. He's got to think about his shareholders. He is in every minute detail of the stock

0:29.4

market. And so you will see over time he has pulled cash out, put cash back in. The odds that this

0:34.8

is very similar to a 1999.com bubble are extremely high. The catch is

0:41.5

you'd still make an unfathomable amount of money if you just were diversified across all the dot com

0:50.1

stocks in 1999, rode out the bubble bursting, and just let all of it climb back up. And if you're a

0:56.8

dollar cost averager, which I advise you to be, then you would just be doing that. Oh, look,

1:00.7

everything's on discount because over the last 200 years, 6.5% over inflation is what a well

1:07.2

diversified set of stocks has yielded. I am not the person for dayterators to pay attention to.

1:13.1

Go look at all the quants and all those guys. And if you want to take that risk and you think

1:17.1

you're that smart, go for it. Yes, Warren Buffett is telling you that you're in for probably

1:21.1

several years of trauma and turmoil. But if you're invested for 25 years, 50 years, 60 years, what does it matter?

1:29.0

All of these blips are going to come and go. Understand the nature of the thing and you will be

1:34.1

fine. If you steer by emotion, you are going to lose your fucking money.

1:39.7

Warren Buffett is stockpiling cash because he's not able to find good investments or long-term

1:44.1

scale projects anymore. Yep. I think right now that is a very reasonable thing for somebody

1:49.6

that has to yield an annual return for shareholders for sure. Now, just keep in mind, he has done

1:55.8

this before. This might be the time where he's done it. It's 20% bigger than he's ever done it,

...

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