Arthur Hayes
speaker
1,864 appearances
4 recordings
3 series
first heard Jan 2026
last heard 22 Jun
Arthur Hayes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
And I think that people started to price in the fact that maybe deflation is a bigger risk than inflation.
all of a sudden oil spikes like this now people start freaking out they immediately jump to like you know sky-high inflation is coming back we're gonna get the covid numbers all over again how do you think about the battle between inflation and deflation and do you care what what the actual answer is inflation and what you want deflation sorry deflation and what you want inflation and what you need right um
What about Kevin Warsh when he comes into the Fed?
Do you think that he is going to do one thing or the other, or do you feel like he's a pretty rational person that's just going to look at the data?
Like a strategy for men.
Let's talk about gold.
Obviously, that had a fantastic run.
It seems like a lot of central banks were buying up gold.
But now we see Iran is supposedly going to charge this tax in the straight.
They're not asking for gold.
They're asking for Bitcoin.
And so it does seem like there are multiple use cases for a non-sovereign kind of neutral asset.
But depending on if you are using it for defensive purposes or you're using it for payments, it seems like gold and Bitcoin now are being interchanged.
But this like non-sovereign asset use case is pretty front and center over the last 18 months or so.
Do you agree?
Do you read it all into stocks, gold, bonds, everything sold off since the war started and Bitcoin was kind of flat to up?
And what is your thought process as to why Bitcoin did not outperform gold or stocks, et cetera, over the last couple of years?
What's interesting is the first time I heard anyone talk about this was Elon Musk.
And he basically presented the idea in terms of, look, AI is so deflationary that the people are going to beg the government to print more money.
And coming from more of a Bitcoin or sound money perspective, you're like, that's insane.
Showing 601–620 of 1,864 · page 31 of 94
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