Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dominance.

Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign.

Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets.

This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Market View: REIT Rebound, Japan’s Jolt & the Rise of the Kidult Economy

Hosted by Michelle Martin with Ryan Huang, today’s Market View tracks the surge in the iEdge S-REIT Index and analyst calls on Lendlease Global Commercial REIT, Keppel REIT, Keppel DC REIT and Manulif...

2 Joulu 202521min

Money and Me: Smart Single Planning for retirement

Money and Me: Smart Single Planning for retirement

Money and Me dives into the latest AIA Live Better Study to uncover why singles — especially single women — face a uniquely challenging retirement landscape. Discover why optimism is lower for singles...

1 Joulu 202517min

Market View: Cyberflop & December Market Bulls

Market View: Cyberflop & December Market Bulls

Tesla’s Cybertruck flops on its second birthday, with sales plunging over 40% as delays, recalls and a sky-high price tag derail the hype. US markets head into December on bullish momentum, with Broad...

1 Joulu 202523min

Money and Me: Agentic AI and the New CFO Playbook

Money and Me: Agentic AI and the New CFO Playbook

Money and Me, hosted by Michelle Martin, dives into how Agentic AI is transforming the finance function from back-office engine to strategic command center pathways. Michelle unpacks the growing tensi...

28 Marras 202520min

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

A takeover battle, a surging underdog, and China stepping onto the pitch — this story has everything. In today’s episode, Michelle and Ryan unpack Puma’s sudden leap into acquisition headlines, with p...

28 Marras 202519min

Market View: China’s Vanke Shock & KIT’s Big Buy Call

Market View: China’s Vanke Shock & KIT’s Big Buy Call

A major tremor hits China’s property market — and investors didn’t see it coming. China Vanke’s sudden bond-payment delay rattles confidence in a sector already stretched thin.We break down if the str...

27 Marras 202520min

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

The AI chip cold war has officially gone hot — and markets are moving fast. In today’s episode, hosted by Michelle Martin with Ryan Huang, we unpack why Meta’s talks with Google’s AI chips have shaken...

26 Marras 202516min

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Money and Me: Singapore’s Big Market Reset — What Investors Must Know Now

Singapore’s markets are transforming faster than at any time in the past decade. In today’s episode, hosted by Michelle Martin, we unpack MAS and SGX’s sweeping reforms and take a closer look at the ...

26 Marras 202515min

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