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 months
2 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.

Appearances

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have full sort of attitude towards, you know, the declining, you know, empire of the United States where there are limits.
There are other countries that can enforce these limits on the United States.
And there are internal problems that will be dealt with, however they're dealt with.
But hopefully we don't have a thermonuclear war or everyone's shooting hypersonic missiles at each other.
And, you know, if we take that off the table, then, you know, if you don't like the way the situation is in the United States, there's a whole big old world out there.
Leave.
I think that we have some sort of like massive market crash between now and then.
Hey, the end of doom and gloom.
Tell me about the market crash.
But no, it's more predicated on, again, AI adoption is going to happen faster than we think and impact.
the structure of the economy in a way that people aren't really appreciating right now.
But- In the ways that we already talked about or something that we haven't touched on yet?
No, the ways that we already talked about.
But I don't think that's the common knowledge.
The common knowledge is, you know, Facebook is going to be a $15 trillion company because they've created the best AI possible or, you know, Tencent or whatever company, right?
It's not, oh shit, what happens when all the bankers don't have jobs anymore?
How does that change the society?
But I think we get to 2030, you know, we have a larger installed robot base.
Cost of labor goes down.
We have essentially a very intelligent prediction engine called an LLM.
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