Arthur Hayes

Again, I don't want to be in the railroad business.

I'm not smart enough to know when to get off the train.

So let me just not play the game.

I don't own Nvidia.

I don't own Google.

I don't own the NASDAQ.

I know crypto.

I know they're going to have to print money to sort of ameliorate the social pressures and the social dislocations created by knowledge we're going to essentially zero in terms of price for intelligence.

I know we got to print more money, so I'll just stay in crypto.

Am I going to have the best return if I pick Palantir or NVIDIA or whatever stock over the last two years?

No, but I don't know when to get off the train.

I'm not that good.

I'm just not going to play the game.

I'll wait till, you know, I want to buy Amazon in 2003 and 2004, not in 1999.

Yep.

Well, let's say that NVIDIA goes from a $5 trillion market cap to a $20 trillion market cap, right?

Because they're just rock stars.

Jensen's the man.

Signing titties all over the place with his leather jacket, right?

$20 trillion NVIDIA.