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

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

newest first · ▶ plays the moment

Or it's, okay, I'm going to stop playing this game.

And MicroStrategy just becomes my 1x Bitcoin.

It doesn't go up or down faster than Bitcoin.

It just is Bitcoin.

And if all you can buy is a listed stock, that's what you get.

I don't think we're there yet.

But at some point, if it gets big enough, you'll get to that decision.

And then that's a corporate decision on what they want to do.

I mean, shorting is hard.

I don't do it.

It's a mindset.

It's a skill.

And if, you know, maybe he mentally just wasn't there to suffer the knocks, right?

He fundamentally believes AI is a bubble.

I 100% agree.

Would I ever short NVIDIA?

Never.

But Michael Burry will do it.

He's got the mentality for that.

I don't have the mentality for that.

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