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March 3, 2026 42 mins

In today’s episode of The Milk Road Show, Arthur Hayes breaks down a bold macro thesis: historically, when geopolitical tensions rise and oil prices spike, the Federal Reserve responds with liquidity. If the U.S.–Iran conflict drags on, government borrowing could surge, and the Fed may be forced to step in with rate cuts or quantitative easing.


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🎙 GUEST INFO 🎙

Arthur Hayes

X: ⁠https://x.com/CryptoHayes⁠

Substack: ⁠https://cryptohayes.substack.com/⁠

LinkedIn: ⁠https://www.linkedin.com/in/arthur-hayes-b493b42/⁠

Instagram: ⁠https://www.instagram.com/cryptohayes/⁠


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.

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