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

We still kept holding treasury bonds and big cap tech stocks.

And for that reason, you guys can no longer get on a plane and go on vacation because we have no jet fuel.

We have no diesel.

We have none of these things because we refuse to sell them these financial assets and buy these real assets.

I think that's over.

I think countries are going to start looking more like Japan and the U.S.

and China and having 100 plus days of imports ready of, you know, hydrocarbons and these refined products.

And that additional demand is going to slowly push up prices to levels that we have, you know, maybe we get through $120 on WTI oil in six to 12 months.

So I think this is a great buying opportunity for ExxonMobil, you know, oil services funds, natural gas companies, Latin America energy plays that are within sort of the U.S.

orbit.

So I like these investments because if I'm correct, then you're getting them at great prices for something that if you believe the commodity math is almost not a certainty, but a higher probability outcome than the market is assigning it.

Yeah, I think, think about it from the IRGC's perspective, right?

Every time that Trump has done a deal with them, it's either been a ruse to strike them again, whether it's Trump or his attack dog Netanyahu in Israel.

So, yes, there's this truce for 60 days, but you should be fired as a war general if you believe that somehow you're safe, that this means anything other than Trump wanted to deal the stick, shave the markets.

So that maybe, you know, Elon's deal goes well with open, you know, with SpaceX.

And, you know, you can float these mega IPOs without any issues.

But yeah, to your point, nothing's actually been solved.

It's just like the tariff thing.

There was initial salvo.

The market did not receive it very well.

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