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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removes their money to repatriate it to Japan to build back better in Japan, the West will print money to plug the hole.

So there might be a bit of sort of market dysfunction for a while, but it won't take much.

The authorities will say, okay, cool, we're just going to print the money.

Yeah, Japanese investors, we get it.

You got to leave.

Yeah, it's got to appreciate.

All that's cool.

And the Fed's just going to print the money.

There's 27 members of the Euro.

Are you saying that there is one monetary policy that's right for 27 different nations, 27 different cultures, 27 different desires?

We have one monetary policy for 50 states.

Well, it used to be 12, right?

There used to be 12 federal reserve banks that had different discount rates in every district, right?

Again, I think that decentralization is better than centralization.

The euro is a centralized monster.

But again, it's fatally flawed, and France is –

Horribly in debt and very unproductive with that debt.

They just spend it at the government level.

That's coming home to roost because the United States and Japan will no longer fund them and Germany for that matter.

So Germany and Japan are the largest funders of governments and assets globally.

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