Michael Nicoletos: Forget the Doom—Here’s What’s Actually Driving Markets Higher

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Are the headlines giving you the wrong picture of the U.S. economy? Macro strategist Michael Nicoletos, Founder & CEO of DeFi Advisors, argues that while financial media is pumping out polarized narratives, from “runaway inflation” to “market collapse,” the data tells a very different story. In this conversation with Maggie Lake, Michael lays out why the U.S. economy is not in dire straits, why global investors continue to pour money into American markets, and why the real “pain trade” is still on the upside.

He also unpacks:
*Why AI might not be a typical bubble
*How stable coins could massively expand demand for U.S. Treasuries
*Why China’s true economic risks are hidden below the surface
*What investors keep getting wrong about energy, inflation, and global risk

If you want a deeper, less polarized view of the global economy, this is the conversation you need to hear.

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