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

newest first · ▶ plays the moment
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.
So you have four extra money if you put your money in now.
But then NVIDIA goes from a $20 trillion company to, let's call it, let's go back down to like five, right?
So it goes down, what is that, 80%?
or whatever the math is that's shaky on that right now.
And then let's say that there's a period of lull, and then NVIDIA goes back from 5 to 10, right?
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