Arthur Hayes
๐ค SpeakerAppearances Over Time
Podcast Appearances
What's going on, guys?
Today, we've got a great conversation with Arthur Hayes.
He is the chief investment officer at Maelstrom.
And in this conversation, he's going to explain what's going on in the macro environment, how the Iran war is likely to impact inflation, deflation, gold, Bitcoin, and other assets in the traditional market.
And then we get deep into some of the crypto stuff that he's really excited right now.
Hyperliquid, Zcash, prediction markets.
And then Arthur tells us that he thinks that insider trading should be legal.
And his explanation is going to blow your mind.
It's really going to make you think much more critically about what he's talking about and why he believes that.
Here's my latest conversation with Arthur Hayes.
All right, Arthur, let's just start with the Iran war.
Obviously, we keep going back and forth.
The war's on, the war's off.
We're going to have a ceasefire.
We're not going to have a ceasefire.
Oil spikes.
Everyone's freaking out.
What's your read on what's actually happening here?
And should investors be worried?
Do you put any weight on the fact that people say, hey, the straits closed, but then it looks like the transponders are being shut off?