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
So I invested at 5.
It went to 20.
It went back down to 5 or even lower.
And I've basically done nothing over the last two years.
And NVIDIA's still a great company.
Or I waited, I waited for the first real shakeout, and then I went back into the really good companies that are still around, and I bought their stock after the crash.
Even if they don't get back to the market cap that they were when I first invested, I still make more money than I would have in the first scenario on a risk-adjusted basis, or just probabilistically.
right?
So you always want to invest from, you know, from two to 10 gets you a five X return, but from like 10 to 20 is only two X return, but I'm taking more risk because I already intrinsically believe that it's overvalued, but I feel like I have no other choice.
I have to invest in AI.
Well, just wait, you can make more money in a shorter period of time.
Once things have actually crashed out on the rebound, then you can investing in something when you intrinsically believe you're buying at the top, right?
And so that's how I feel about AI.
And you can look at sort of the internet stocks that survived the crash, like Amazon, right?
Amazon went down something like 95% from 2000 to whatever the low it was in like 2001 or 2002.
And then it's up, I don't know, whatever, like 30, 40, 50 X, whatever it is from then until today.
Yes, if you kept your money in from 1999 until the present, you've made money, but it took you 30 fucking years.
So that's just how I look at things.
So my view is I believe in money printing.
I think everyone does, whether you are Warren Buffett or your crypto degen in the basement.
Showing 1161–1180 of 1,864 · page 59 of 94
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