Arthur Hayes: Iran War = Fed Money Printing? Is a Massive Crypto Rally Coming?
Published: March 3, 2026
Duration: 42:31
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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