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Episode #11: Michael Nicoletos

US Dollar Bullish Framework, the Relative Yield Story, and the Eurodollar Market

Michael Nicoletos, former Emerging Markets’ focused Hedge Fund Manager and currently Founder and CEO of DeFi Advisors, has been investing in financial markets across assets for more than two decades.

In this conversation, Roger and Michael explore in depth the reasons why the US Dollar is in a structural bull market relative to other currencies. Michael’s core thesis can be found here.