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 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.
Appearances
You know, Trump had to backtrack.
And then U.S.
and China basically engaged in these like nothing burger extensions, extension.
And, you know, there's not been sort of a grand bargain, if you will, a sort of a status quo deal.
of where things are, but I think something similar could happen with the Iran war.
You know, they probably have some strikes between Iran and Israel and Lebanon and whatever.
The deal is still nominally in place at prima facie, but underneath, the flows are nowhere near as much as they were, you know, February 26th.
Well, the assumption that it's all AI, obviously.
The equity market is literally just an AI story.
And any second or third derivatives from this, you know, CapEx build-out that is going to be probably bigger than the railroads and the percentage of real GDP spent on building this infrastructure, whether or not it's useful, we'll see.
And...
That's why all these stocks are rallying.
And that's why, you know, if you believe that this is bigger than the railroad build out, does oil at 100 or 150 really matter in the next one or two years?
Is Google going to stop their CapEx build out because oil is higher?
If they believe, you know, every single major U.S.
tech CEO has basically said, I'm OK with my company going bankrupt.
if I don't risk that I lose the AGI war or, you know, risk being not at the table for AI.
If that is the prevailing consensus among these eight guys that this is why they need to spend a hundred plus billion dollars a year on a CapEx, the oil prices are relevant.
We'll see.
Again, if you listen to the rhetoric about, oh, we're investing for an S-curve in technology.
Showing 141–160 of 1,864 · page 8 of 94
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