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.

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recordings per month · last 12 months

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

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Bankless · "The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes · 22 Jun 2026 podcast

I believe that this is a fake out and we're going to be at,

uncomfortable levels of hydrocarbon prices.

Now, I'm not saying oil is going to be at $200, but it's going to get up to uncomfortable levels.

And I basically subscribe to the theory that

you have all of this restocking effect.

So let's say that this deal holds and the straight opens for, what do they say?

Like 30 or 60 days, whatever it is.

And you have to pay your environmental fee, but it's not a toll, you know, of course, you know, love the environment.

Uh, and these ships go through volumes, get back to some level close to where it was pre-war, uh,

But you have two issues, right?

So the governments that spent down inventory to keep the price not going crazy, like the United States and a lot of other countries, have to rebuild.

You have commercial inventories that have to rebuild.

And then you have everybody else who is caught short or caught unprepared is going to be forced to restock their inventory to acceptable levels.

Because let's say that Trump and Netanyahu decide that they want to bomb Iran again after the U.S.

elections in November.

then you can't be a politician and go back to the people like, yes, the Americans bombed Iran and we didn't have enough oil supplies because we trusted that America would keep sea lanes open and all those things.

Okay, fine.

You can be wrong once.

You can't come back to the same people and go, oh, well, they did it again 12 months later.

And we didn't learn our lesson.

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