Coming Great Depression? - How To Survive & Thrive The Great Reset | Arthur Hayes

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:

[wholeness]

One of the smartest black men alive. 👊🏿 @TomBilyeu keep it coming bro!

00:00 - Warnings of an impending financial crisis
02:16 - Governments addicted to money printing and debt
06:13 - Energy and demographics driving the crisis
09:14 - Geopolitical conflicts and resource nationalism
16:11 - Inflation's impact on food and energy prices

21:41 - Unsustainable debt and a strained financial system
33:38 - Bond market distress and banking insolvency
44:59 - Global economic red flags on the horizon
46:39 - AI and crypto fueling the next market mania
53:48 - Strategies for navigating the boom and bust cycle
01:05:55 - Scenarios for how the crisis may unfold
01:12:36 - Preparing investment portfolios for what's ahead
01:19:57 - Bitcoin's role in opting out of the financial system
01:28:21 - Mass adoption vs privacy in crypto's future path
01:34:17 - Bold price predictions for the top of the bubble
01:40:58 - Key factors that could prevent or trigger the crisis

[littvisuals]

Thank you for allowing him to speak without interruptions. You've improved on that front Tom, well done

[davidaponte]

I’ve watched this video more than three times and I still don’t tire of it. It is a fascinating explanation of our plight.

[SashaHoneyGoddessLove]

You are a Genius Arthur! From the daughter of a former Soviet you have hit it right on the nose. You spoke so clearly and precisely. Clearly you have done your home work. Thank you!!!!🇷🇺❤️🫶

[bobbymainz]

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.

[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.

[miwastamz]

Love your work but you need time stamps with a video this long

[StealthyNomadica]

Thank you for letting this man completely express his train of thought! His perspective is exceptionally insightful and expansive. Too many interviewers interrupt great thought leaders, breaking up the stream of consciousness and completely obliterate the orator’s ability to make critical points. Thanks for letting him build his case and explain all the variables. He is an exceptional thinker, so bravo!

[tonysilke]

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?

[forexstudent]

#ForexStudent
17:55 the cause of inflation.
24:30 Summary 1
30:15 Bank Term Funding Program (“BTFP”).
50:35 Summary 2 - American government bankrupted the American banking system.
1:02:48 Issues the American markets already know about.
1:09:57 China won’t be low cost manufacturer going forward.
1:12:30 India
1:21:51 Volatility 1
1:32:27 Volatility 2
1:34:11 Bond
1:45:06 buy BTC, Ethereum and Foul Coin.

[dawsondanny]

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??

[CliveBirse]

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.

[willybolt]

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

[Tonyham]

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?

[ferreestudios]

This fellow Arthur Hayes is very impressive, I would say in my opinion, he is one of the very best guests I have seen so far on IT.. The conversation made total sense and presented in a very understandable layman’s style dialog. FANTASTIC! 🤓👍

[judynewsom]

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.

[michaelnash]

This young man is absolutely brilliant! I have never heard such a succinct and yet simple breakdown of what is going on in both the US and global economies

[creativeguyty]

I love this guy I never understood any of this and now I feel like an expert. Thanks Tom for letting him ramble. Loved it.

[lucasanderson]

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.