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
Now, starting on December 1st, quantitative tightening, i.e.
the balance sheet reduction of the Fed, ends.
The U.S.
banking system is starting to issue more loans, and these are loans that are going to the industrials that the Trump administration wants to build things, whether that's weapons or nuclear or semiconductors or rare earths, what have you.
The banks are starting to lend to those companies who are now getting government guarantees for contracts that only accelerate.
So I think this little bit of period of weakness in crypto is –
Very minimal.
We'll keep going back up as credit expands.
The quantitative tightening ends at the Fed.
Trump gains control of the Fed sometime in 2026.
And money is printed in some way, shape, or form.
There's also the housing market.
A key policy of the Trump administration is to pump housing.
It's a key policy of every single administration.
I don't care if it's Republican or Democrat.
And so, again, I think people need to take out this partisan nature of like, oh, Trump's a Republican.
He's bad because I'm a Democrat and I oppose these things that he's going to do.
Well, put in Kamala Harris as a Democrat.
She would do the same stuff.
And so I think once you remove all that, then you're saying, okay, well, why am I trying to fight this?
Showing 861–880 of 1,864 · page 44 of 94
← Previous
Next →