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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Money and Me: Why have US markets surged? Why do older Singaporeans prefer these stocks?

Money and Me: Why have US markets surged? Why do older Singaporeans prefer these stocks?

Michelle Martin and guest Cheng Chye Hsern, Head of Investment, Providend. Stocks discuss the healthy showing in May for US markets. They also explore the investment preferences of older vs. younger i...

24 Touko 202424min

Market View: Jardine Matheson, DBS, Citigroup, Nvidia, TSMC, Lenovo, Ralph Lauren, Alibaba, and PSA

Market View: Jardine Matheson, DBS, Citigroup, Nvidia, TSMC, Lenovo, Ralph Lauren, Alibaba, and PSA

How have Asia-Pacific markets performed after a Wall Street sell-off? How are Jardine Matheson's subsidiaries performing? What property moves are DBS and Citigroup taking? A closer look at Nvidia's st...

24 Touko 202422min

Money and Me: Investing in Alibaba and copper, Ultimate Long-Term Growth Investments, and Indian Stock Market Insights

Money and Me: Investing in Alibaba and copper, Ultimate Long-Term Growth Investments, and Indian Stock Market Insights

Hear an astonished Michelle realise the show has benefitted at least one prominent investor in this episode where we dive into the essential metrics for investing in Alibaba, the run up in copper pric...

23 Touko 202422min

Market View: Nvidia, Target, SingTel, Singapore Airlines, Anglo American, BHP, AstraZeneca, Eli Lilly, Nestle, City Developments, and Jardine Matheson

Market View: Nvidia, Target, SingTel, Singapore Airlines, Anglo American, BHP, AstraZeneca, Eli Lilly, Nestle, City Developments, and Jardine Matheson

Join Michelle and Ryan as they delve into corporate earnings, AI, retail sales, and telecoms. Nvidia's soaring profits and stock split, Target's sales decline, and SingTel's profit drop highlight glob...

23 Touko 202424min

Money and Me: Are you better off with or without an Investment Linked Insurance Plan or ILP?

Money and Me: Are you better off with or without an Investment Linked Insurance Plan or ILP?

Michelle Martin delves into the world of investment linked insurance plans (ILPs) with guest Elijah Lee, Senior Financial Services Manager, Phillip Securities. Discover when ILPs might make sense, con...

21 Touko 202422min

Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron

Market View: Open AI is "burned", delistings and the SGX, AstraZeneca, OCBC, Great Eastern Holdings, Microsoft, Dell, Qualcomm, Nvidia, OpenAI, Norwegian Cruise Line, Carnival, Royal Caribbean Group, Palo Alto Networks, Hims & Hers Health, Ryanair, and Micron

Michelle Martin explores AstraZeneca's $2 billion investment in Singapore's pharmaceutical sector and the implications of another delisting from Singapore's stock exchange. Discover Microsoft's and De...

21 Touko 202410min

Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends

Money and Me: MSCI's Singapore blue chip deletions and what investors need to know & AI Investment Trends

Welcome to Money and Me, hosted by Michelle Martin. In this episode, Michelle speaks with Anand Francis, Senior Investment Strategist at Infinity Financial Advisory, about the recent decision to remov...

20 Touko 202425min

Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev

Market View: Raffles Medical, Wilmar International, China’s Property Stimulus, Richemont, Amgen, Roblox, and ThaiBev

In "Market View" Michelle Martin and Ryan Huang delve into the latest director deals and institutional trades. Discover why chairmen of Raffles Medical and Wilmar International are buying shares despi...

20 Touko 202420min

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