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
2 · Jan OctJan 26AprJulnow

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

Appearances

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They have combined something like eight or nine trillion of net portfolio assets.
A lot of that went to Japan.
And essentially, they made that money off the back of the United States.
The United States said, hey, you host our military to contain communism, a.k.a.
Russia and China.
We will let you export to our market and we'll let you restrict our companies from going into your markets.
And that essentially gave them an $8 trillion wealth bucket, which they then bought U.S.
stocks, U.S.
bonds.
And in the European example, Germany funded France.
And so as it unwinds, as everybody tries to go their own way because the population is like, hold on a minute.
We created all this wealth and I'm still fucking broke.
Fuck this.
Print the money.
Give me health care.
Give me whatever it is that I want.
Stop investing abroad.
That money leaves France.
France is like, oh, shit.
We have to fund this government.
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