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.

Jaksot(3741)

Money and Me: APAC Tourism Trends with Ken Wong, Visa

Money and Me: APAC Tourism Trends with Ken Wong, Visa

Hosted by Michelle Martin, this episode features Ken Wong, Head of Data Science for Asia Pacific at Visa. Discover the top travel destinations in the APAC region and the current state of tourism. Ken ...

25 Kesä 202418min

Market View: Nvidia, Super Micro Computer, Dell, Arm, Qualcomm, Apple, Food Empire, SingPost, Tencent, Novo Nordisk, Birkenstock, Oracle, McDonald's, F1

Market View: Nvidia, Super Micro Computer, Dell, Arm, Qualcomm, Apple, Food Empire, SingPost, Tencent, Novo Nordisk, Birkenstock, Oracle, McDonald's, F1

Michelle Martin delves into the latest market developments with Ryan Huang. Nvidia's sharp correction and its impact on the AI sector is analyzed. Apple faces a bullish forecast and EU regulatory chal...

25 Kesä 202424min

Money and Me: What do the ECB Rate Cuts mean for your portfolio? NVIDIA and private equity

Money and Me: What do the ECB Rate Cuts mean for your portfolio? NVIDIA and private equity

Michelle Martin hosts Cheng Chye Hsern, Head of Investment at Providend, to discuss the European Central Bank's recent rate cut to 3.75% and the implications for investors. The conversation shifts to ...

24 Kesä 202424min

Market View: Yangzijiang Shipbuilding, Yoma Strategic, Samudera Shipping, DFI Retail, Prime US REIT, Food Empire, FedEx, Nike, Levi Strauss, Walgreens Boots, Micron, American Express, Carlsberg, SingPost

Market View: Yangzijiang Shipbuilding, Yoma Strategic, Samudera Shipping, DFI Retail, Prime US REIT, Food Empire, FedEx, Nike, Levi Strauss, Walgreens Boots, Micron, American Express, Carlsberg, SingPost

Michelle Martin and Ryan Huang discuss the top-performing stocks on the Singapore Exchange. The conversation also covers the worst performers. The duo reviews US market trends and upcoming earnings re...

24 Kesä 202421min

Money and Me: Cybersecurity Trends, Threats, and Investment Opportunities

Money and Me: Cybersecurity Trends, Threats, and Investment Opportunities

Hosted by Michelle Martin with her guest Jackson Ng, COO of Azimut. In today's digital world, cyber threats and data privacy concerns are on the rise, with global cybercrime costs expected to reach $2...

21 Kesä 202425min

Market View: Guzman y Gomez, Nvidia, Super Micro, Dell, Darden Restaurants, Kroger, Winnebago, Boeing, Paragon REIT, Mapletree Investments, Keppel REIT, Frasers Hospitality

Market View: Guzman y Gomez, Nvidia, Super Micro, Dell, Darden Restaurants, Kroger, Winnebago, Boeing, Paragon REIT, Mapletree Investments, Keppel REIT, Frasers Hospitality

Hosted by Michelle Martin with Ryan Huang. We begin this morning in Sydney, where Guzman y Gomez has gone public, marking the most successful public listing in Australia in three years. In the US, Nvi...

21 Kesä 202421min

Money and Me: Building an Optimally Diversified ETF Portfolio and Nvidia's Future Prospects

Money and Me: Building an Optimally Diversified ETF Portfolio and Nvidia's Future Prospects

Join Michelle Martin and her guest Tim Phillips, Founder of TimTalksMoney.com for a deep-dive into how to build an optimally diversified ETF portfolio. Also, explore a host of ETF's including the Vang...

20 Kesä 202427min

Market View: Top Glove, TSMC, Hon Hai, Advantest, SK Hynix, UMS Holdings, AEM Holdings, Golden Goose, Flix, Tendam Brands, Best Buy, Nintendo, Amazon, Vodafone

Market View: Top Glove, TSMC, Hon Hai, Advantest, SK Hynix, UMS Holdings, AEM Holdings, Golden Goose, Flix, Tendam Brands, Best Buy, Nintendo, Amazon, Vodafone

Join the breakneck tour of markets hosted by Michelle Martin with Ryan Huang. We begin with Top Glove, which is back in the black with a profit of nearly $15 million. Learn about TSMC and Hon Hai's im...

20 Kesä 202419min

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