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: Maximizing CPF LIFE

Money and Me: Maximizing CPF LIFE

Michelle Martin and guest Christopher Tan, CEO of Providend, delve into the intricacies of CPF LIFE. Discover how CPF LIFE works, and learn strategies to maximize payouts. Explore the risks retirees f...

19 Kesä 202423min

Market View: Nvidia, Microsoft, Apple, Seatrium, Berkshire Hathaway, BYD, Occidental Petroleum, Blackstone, Teijin, Huawei, Toyota, Boeing, Golden Goose, SingTel, Jardine Cycle & Carriage, ST Engineering, UOL, Thai Beverage, Samyang

Market View: Nvidia, Microsoft, Apple, Seatrium, Berkshire Hathaway, BYD, Occidental Petroleum, Blackstone, Teijin, Huawei, Toyota, Boeing, Golden Goose, SingTel, Jardine Cycle & Carriage, ST Engineering, UOL, Thai Beverage, Samyang

Join Michelle Martin with Ryan Huang, as they cover Nvidia's meteoric rise, Seatrium's stock plunge amidst an investigation, and Berkshire Hathaway's strategic moves. Tune in for insights into Blackst...

19 Kesä 202422min

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

Money and Me: Bird Flu fears and the rise of ASEAN meat stocks

In Singapore, authorities have advised people not to touch or feed wild birds as a precaution against Avian Flu or H5N1. There have been no cases here so far. Australia however, has reported its first...

18 Kesä 202412min

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Market View: Hyundai, SL Corp, HL Mando, Kia, HD Hyundai Marine Solution, Broadcom, Toast, Apple, Coca-Cola, Arista Networks, Alphabet, Amazon, Berkshire Hathaway, Eli Lilly, Meta, Tesla, Visa, TDK, BYD, Raspberry Pi, Golden Goose, Johor Plantations Group, Yangzijiang Shipbuilding, SingTel, Jardine Cycle & Carriage, Thai Beverage, Hong Kong Land, UOB

Michelle Martin looks at why Asia-Pacific markets are trading higher this morning. In this special solo edition, Michelle dives into Hyundai's record share surge amidst its planned IPO of Hyundai Moto...

18 Kesä 202414min

Money and Me: AI is causing a surge in this sector

Money and Me: AI is causing a surge in this sector

In today's episode of "Money and Me," with Michelle Martin, we delve into the evolving landscape of the utilities sector amid soaring AI-driven energy demand. Swapnil Mishra, Founder of WealthZen join...

14 Kesä 202423min

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

Market View: Tesla, Apple, Microsoft, OpenAI, Adobe, Mapletree Logistics Trust

In today's episode of "Market View,"  Michelle Martin and guest Willie Keng, Founder of Dividend Titan, dive into Tesla's $56 billion pay package for Elon Musk, approved despite opposition, and explor...

14 Kesä 202422min

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Market View: Mapletree Logistics Trust, Mandarin Oriental, Raspberry Pi, Golden Goose, Johor Plantations Group, Apple, Broadcom, and CapitaLand Investment

Michelle Martin discusses the latest market movements, starting with asset sales by Mapletree Logistics Trust and Mandarin Oriental. She covers new IPOs including Raspberry Pi, Golden Goose, and anoth...

13 Kesä 20249min

Money and Me: Where to invest in China today?

Money and Me: Where to invest in China today?

Amid the faltering confidence in China's market today, who is still buying China's equities and why? Beneath the tumultuous economic struggles, are there attractive opportunities to be found? Michelle...

12 Kesä 202426min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-draivi
rss-rahamania
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
pomojen-suusta
inderespodi
rss-seuraava-potilas
herrasmieshakkerit
taloudellinen-mielenrauha
oppimisen-psykologia
rss-h-asselmoilanen
rss-paasipodi
rss-inderes
asuntoasiaa-paivakirjat
rss-lahtijat
rss-bisnesta-bebeja