Michael Nicoletos is a highly skilled financial professional with more than two decades of experience in capital markets. He is the Founder and CEO of DeFi Advisors, an independent investment advisory firm specializing in macro and digital assets. Prior to this, Michael served as the Co-Founder and CIO of Appletree Capital, an independent investment firm that focused on investments in Emerging Markets for a period of ten years. Throughout his career, Michael has gained extensive expertise in analyzing and trading both developed and emerging markets. He is proficient in macro and micro analysis and has successfully handled numerous M&A and IPO transactions. Additionally, Michael has an impressive track record of investing in various companies, including several start-ups. Michael graduated from Boston University with a double major in Economics and International Relations, along with a Minor in Business Administration in 1999. He obtained his Master’s degree in Economics and Management with a focus on Finance from SDA Bocconi in 2003.
no
369980
00:00
start listening
Episode 325
Michael Nicoletos
Dollar Doomerism & Why Things Are Better Than You Think | Michael Nicoletos
Michael Nicoletos is a highly skilled financial professional with more than two decades of experience in capital markets. He is the Founder and CEO of DeFi Advisors, an independent investment advisory firm specializing in macro and digital assets. Prior to this, Michael served as the Co-Founder and CIO of Appletree Capital, an independent investment firm that focused on investments in Emerging Markets for a period of ten years. Throughout his career, Michael has gained extensive expertise in analyzing and trading both developed and emerging markets. He is proficient in macro and micro analysis and has successfully handled numerous M&A and IPO transactions. Additionally, Michael has an impressive track record of investing in various companies, including several start-ups. Michael graduated from Boston University with a double major in Economics and International Relations, along with a Minor in Business Administration in 1999. He obtained his Master’s degree in Economics and Management with a focus on Finance from SDA Bocconi in 2003.
In Episode 325 of Hidden Forces, Demetri Kofinas speaks with Michael Nicoletos, the founder and CEO of DeFi Advisors, an independent investment advisory firm specializing in macro and digital assets.
Michael and Demetri spend the first twenty minutes discussing Michael’s biography, including his time living and working in the United States. What that experience taught him about the country’s capacity for change and why its embrace of failure is critical to America’s continual economic, cultural, and political renewal is also part of that conversation.
The rest of the first hour is spent discussing something that Michael and Demetri often talk about in private: Dollar Doomerism—the perennial anxiety, particularly prevalent in American circles and among American media pundits that the United States Dollar is on the precipice of some kind of collapse or devaluation. The sources of this doomerism, its merits, and what proponents of this view seem to get consistently wrong is what they spend the rest of the first hour discussing. This also leads to a conversation about the Euro and a potential BRICS currency, as well as a discussion about the long-term direction for interest rates and inflation.
In the second hour, Michael and Demetri focus mainly on geopolitics, including the national security challenges facing European member states over the war in Ukraine, as well as US preparations for a war over Taiwan, and how both of these dynamics are impacting and being impacted by a resurgence in American isolationism. The two also discuss the state of China’s economy, the need to rebalance the power dynamic between labor and capital, and why there are reasons to be hopeful about the future.
You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Michael Nicoletos is a highly skilled financial professional with more than two decades of experience in capital markets. He is the Founder and CEO of DeFi Advisors, an independent investment advisory firm specializing in macro and digital assets. Prior to this, Michael served as the Co-Founder and CIO of Appletree Capital, an independent investment firm that focused on investments in Emerging Markets for a period of ten years. Throughout his career, Michael has gained extensive expertise in analyzing and trading both developed and emerging markets. He is proficient in macro and micro analysis and has successfully handled numerous M&A and IPO transactions. Additionally, Michael has an impressive track record of investing in various companies, including several start-ups. Michael graduated from Boston University with a double major in Economics and International Relations, along with a Minor in Business Administration in 1999. He obtained his Master’s degree in Economics and Management with a focus on Finance from SDA Bocconi in 2003.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
