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(3726)

Money and Me: Meme Mania, Market Moves & the Trader’s Edge with Simon Ree

Money and Me: Meme Mania, Market Moves & the Trader’s Edge with Simon Ree

Meme stocks are flying high—GoPro, Krispy Kreme, and Beyond Meat are back on traders' radars. Is it FOMO, technical breakouts, or another wild retail ride? Tesla stumbles, Alphabet soars, and the Fed ...

24 Heinä 202519min

Market View: Doughnuts, Cameras, and Cloud Kings — What’s Driving Tesla, Google, and the Meme Frenzy

Market View: Doughnuts, Cameras, and Cloud Kings — What’s Driving Tesla, Google, and the Meme Frenzy

Donuts, robotaxis, and AI cloud wars — what a week in markets! Alphabet smashes earnings expectations with YouTube and Cloud; Tesla falters as Musk talks robots over revenue. Retail traders go wild fo...

24 Heinä 202524min

Influence: The Crisis of Meaning at the Top

Influence: The Crisis of Meaning at the Top

Nancy Ho, a former strategist turned subconscious reprogramming expert, helps leaders move from burnout to alignment. She sits with Michelle Martin for a deep dive into how to decode early belief syst...

23 Heinä 202535min

Money and Me:  Are Frontier Markets the Next Big Thing?

Money and Me:  Are Frontier Markets the Next Big Thing?

Could your next best investment lie in a country you may have overlooked until today? Frontier markets—from Vietnam to Africa and beyond—are often overlooked, but are they poised for breakout growth? ...

23 Heinä 202516min

Market View: Tariffs, Tokyo & Sweet Surprises – Coke, GM, SIA Engineering, DFI Retail in Focus

Market View: Tariffs, Tokyo & Sweet Surprises – Coke, GM, SIA Engineering, DFI Retail in Focus

Tokyo stocks surge nearly 2% after Trump’s “largest deal ever” with Japan shocks markets. Join Michelle Martin and Ryan Huang as they unpack new trade pacts with Japan, Indonesia, and the Philippines—...

23 Heinä 202524min

Money and Me: Investing in the Final Frontier—Asia’s Ascent in the Space Economy

Money and Me: Investing in the Final Frontier—Asia’s Ascent in the Space Economy

What if the next great investment opportunity lies not on Earth—but in orbit? Hosted by Michelle Martin, this episode explores how space is transforming into the next trillion-dollar economy. Dr. Kart...

22 Heinä 202527min

Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets

Market View: Tariff Threats, Coldplay Scandals & Big Pharma Bets

What do a Coldplay concert, a $50 billion Big Pharma pledge, and insider selling at Morgan Stanley have in common? They're all shaking up markets today. Hosted by Michelle Martin with Ryan Huang, this...

22 Heinä 202527min

Money and Me: Are S-REITs Still Worth the Risk in 2025?

Money and Me: Are S-REITs Still Worth the Risk in 2025?

Singapore’s REIT market is shifting—do you know where the real yields are? Hosted by Michelle Martin, this episode breaks down the mid-year outlook for Singapore REITs with expert Kenny Loh. From the ...

18 Heinä 202522min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
inderespodi
rss-h-asselmoilanen
rss-lahtijat
rss-bisnesta-bebeja
herrasmieshakkerit
rss-neuvottelija-sami-miettinen
pomojen-suusta
rss-porssipuhetta
rss-laakispodi
rss-startup-ministerio
rss-paasipodi
sijoituspodi
asuntoasiaa-paivakirjat