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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Tom Bilyeu's Impact Theory · How Money Printing, Inflation, and AI Will Reshape Wealth and Employment | Arthur Hayes X Impact Theory w/ Tom Bilyeu · 8 Jan 2026 podcast

And I think the name of the game is inflation.

People really feel inflation.

And I know that the authorities in the United States and around the world like to say, oh, the year-on-year change is either decelerating or it's in deflation.

But everyday, people don't give a fuck about the rate of change.

They care about the actual price level.

So like how much does stuff cost right now?

How much did it used to cost?

Did my salary keep up with that?

How do I feel about this situation?

And obviously the answer is that majority of people in the United States and around the world are like, I'm getting inflated away.

I afford less than I used to.

I need to buy all these things just to have a job, whether it's a cell phone or it's a car or it's a type of dwelling that I live in or it's childcare or all those sorts of things.

And I look on social media and I see all the influencers are partying like it's 1999, but I'm broke as fuck and I'm working one, two jobs and I'm barely treading water.

And so I think that's why

A lot of Americans and a lot of people around the world feel this sort of apathy and disillusionment with this supposedly amazing world economy that we have right now.

I mean, at the end of the day, it's all about money printing.

Every single economy in the world is essentially a fractional reserve banking system with this sort of Keynesian economic bent, meaning the government's supposed to spend money to incite demand.

And if there's ever a situation where there's too much credit or too much...

over-leveraged, then the government comes in and saves those who are the bad actors in the economy, prints a bunch of money, and then the party continues.

And if we keep doing that over and over and over again...

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