A Great Depression Worse Than 2008 - Survive & Thrive During The New Economic Reset | Arthur Hayes

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Published 2023-10-03
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Has a World War III like event already been set in motion? You’re likely already on alert and looking closely at money-printing, rising inflation, the potential banking crisis, the massive amount of debts at the country and consumer levels.

Today’s episode is an opportunity to gather knowledge and understanding about what’s happening right now so that you can devise the best strategy to survive financial collapse. Arthur Hayes, a brilliant macro-investor and entrepreneur is joining me to expose the signs of an impending financial crisis that will be detrimental for people caught off guard.

We’re going to explore why political instability is a greater concern, what it’s the biggest predictor of, and why energy is the anchor no one is talking about, and exactly what you’ll need to know that is leading to even greater inflation.

Meet Arthur Hayes, the unflinching co-founder of BitMEX and a pivotal figure in the crypto world, known for his controversial yet insightful perspectives. You’re going to need to lean into this episode as this financial maverick tackles the daunting challenges of inflation, massive debt, and looming banking crises with candor and astute acumen.

Stay tuned and discover the big disturbance Arthur sees on the horizon over the next 3 to 6 months, and why he says that Japan is the more successful version of China.

Show Notes:
(00:03:44) Rich countries' population decline and looming market disturbances.
(00:13:46) Intellectual disdain for communism and US's Eurasian resource goals.
(00:26:24) Our missed nuclear chance in an oil-dependent world.
(00:31:51) Indonesia's nickel strategy and global trade inequalities.
(00:46:20) The risks of selling low-interest bonds prematurely.
(00:55:39) Real estate lending's decline and bank stability concerns.
(01:05:53) Global debt's impact on long-term bond choices.
(01:19:57) Profiting from low-risk investments in any market.
(01:22:26) Navigating volatile assets with short-term cash safety.
(01:39:24) Predicting a stable economy vs. potential extremes.
(01:46:20) Long-term AI and crypto investments aiming for 2025 liquidity.
(01:56:32) US's self-sufficiency vs. global dollar protection.
(02:13:28) Crypto's resilience amidst crises and fraud.
(02:24:07) Centralized influences on Bitcoin's principles.
(02:25:36) Balancing Bitcoin's core values with mainstream demands.
(02:37:38) Economic collapse concerns.

Arthur Hayes Quotes:
“Every time we’ve had a financial crisis over the last 80 years, [...] the government rushes in and they essentially destroy some part of the free market because they want to save the system.”

“We’ve proven over thousands of years of human history that printing money is not growth…”

“The problem is when inflation shows up, it’s when you exhaust the cheap labor, when you exhaust the cheap energy…”


Follow Arthur Hayes:
Substack: cryptohayes.substack.com/
Twitter: twitter.com/CryptoHayes
Instagram: www.instagram.com/arthur__hayes/

All Comments (21)
  • @bobbymainz1160
    I recommend diversifying your investments by considering stocks alongside real estate. During a recession, there are potential buying opportunities in the stock market if approached cautiously. Additionally, market volatility can offer short-term buying and selling opportunities. However, please note that this is not financial advice. It's important to be proactive in investing as cash may not be the most advantageous option during these times.
  • @miwastamz1413
    Love your work but you need time stamps with a video this long
  • @LuccaWeber1
    This is a government-induced crisis, the treasury have to sell bonds to cover trade and spending imbalances, prompting interest rate hikes. Long-term, low-risk AAA investments, including Treasury Bonds held by banks may lose value, with the next milestone anticipated when the government issues a new batch of bonds.
  • @AstaKristjan
    The US economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.
  • @Eric_Dennis
    Given the current global economic crisis, it's vital for individuals to prioritize investments in various income sources that are not dependent on the government. This involves exploring opportunities in stocks, gold, silver, and digital currencies. Despite the challenging economic circumstances, it is still an opportune time to consider these investments.
  • @Greghilton3
    It surprises me why everybody gets really worked up about recession and inflation data. Inflation has always existed, and people have been using investments to beat the inflation. The stock market return, for example, always beats inflation. I heard of someone who invested $121k last October, and has grown the portfolio by more than $400k. I need recommendations that can give me similar return.
  • @Tonyham198
    We can't ignore the potential impact on portfolios. Bonds are often considered a safe haven, and if they crumble, investors like me might scramble. I’ve been investing for 11 yrs and my $1m portfolio has never been this depleted, how i do hedge this?
  • @Mr-sweeny
    In spite of how everyone is frightened and calling the crash, there is already an excessive amount of demand waiting to absorb it, which is another reason it's less likely to happen that way. This forecast was not made in 2008, at least not by the general public, as I will explain below. The ownership rate peaked in 2004, according to the other comment. We reached a peak in the second quarter of 2020 and are currently at the median level. From 2008 to 2012, it fell by 3%, and in the second quarter of 2020, it dropped from 68 to 65. how can a young man with 200K survive?
  • @littvisuals
    Thank you for allowing him to speak without interruptions. You've improved on that front Tom, well done
  • Every crash/collapse/inflation/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800,000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.
  • @dawsondanny990
    The financial system has been artificially pumped for over a decade to ensure big pockets were lined; and now those same hands will make a fortune in the largest transfer of wealth in human history by shorting it on the way down. Inflation does have a roll, but that's to keep everyone panicked, and focused on their bills and expenses, rather than focus on the capital crimes of politicians and corporations,I'm still at a crossroads deciding if to liquidate my $338k stock portfolio, what’s the best way to take advantage of this market??
  • @judynewsom1902
    I wonder if those who were there during the 2008 crash had it easier. My retirement prospects seem bleak since I am unable to increase my stagnated reserve, and my portfolio has lost more than $27,000.
  • @user-ny5xe2hx7t
    If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you, prevent inflation from eroding your savings, build generational wealth, and cultivate good habits and financial knowledge, you must be in the market.
  • Understanding personal finances and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend, and invest their money. A trader made over $350k in this recession influenced market.
  • The stock market has been on a tear over the last month on hopes for a dovish pivot from the Fed, but investors like me have seen this movie before whereby i'm left pondering if to sell off 30% of my $450k portfolio which comprised of plummeting stocks or hold on.
  • @MarvishaN
    Why people see these market crash as being "trapped or bad news" is beyond me. It is supposed to be a chance to buy more, its like free money. Only fools sell, and their reason is probably because they bought shares in an unprofitable company. My work colleague accumulated over $1m during the 2008 crash and even pulled it off with ease in a bad economy.
  • A flailing U.S. economy and elevated global tensions reduce the likelihood of prolonged inflation or higher long-term Treasury yields. All my focus right now is how to safeguard and improve my $2m portfolio from market changes based on the conflict in the middle east.
  • @jonathanburtnick
    I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
  • @Benedictrud
    As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be — and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.
  • @willybolt6397
    Dude you got the elusive Arthur Hayes. He’s more than an entrepreneur and crypto investor inventor he also has a huge amount of knowledge in history and finance. Arthur speaks I absorb