ep. 115

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US Dollar "Wrecking Ball" Will Fracture The Global Economy | Michael Nicoletos

On today’s episode of "On the Margin," founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and investors take flight for safe haven assets, it's no wonder the dollar finds itself rallying past March 2020 highs.


With an expertise in FX markets, Michael shares how the dollar wrecking ball will impact the global economy, particularly emerging markets, as growth continues to slow and the world scrambles for greenbacks. To hear Michael’s take, you’ll have to tune in!

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Referenced In The Show:

Bretton Woods III. https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf

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Timestamps:

(00:00)・Introduction

(00:50)・Michael's Macro Outlook

(06:30)・US Dollar Wrecking Ball

(10:04)・The Russian Ruble

(15:00)・Fireblocks Ad

(16:17)・Bretton Woods III

(26:13)・What's Going On With The Yen?

(28:31)・Trouble In Emerging Markets

(35:28)・Is The Fed Behind The Curve?


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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