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: Pawn Brokers, Property Giants & the Android Marathon

Market View: Pawn Brokers, Property Giants & the Android Marathon

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READ: Can We Rehumanise the Organisation Before It’s Too Late?

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17 Huhti 202523min

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Start your day with a gold rush! Precious metals are soaring, and Singapore-listed CNMC Goldmine is glimmering with investor interest. Hosted by Michelle Martin this episode breaks down Nvidia's reven...

17 Huhti 202511min

Influence: Iron Man Chef Heman’s Bold Comeback with American Cuisine

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What do handcrafted ceramics, Ironman races, and tableside-smoked ribs have in common? Chef Heman Tan. Hosted by Michelle Martin, this episode of Influence welcomes the culinary powerhouse behind Amer...

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Market View: IPO Surprises, Maggot Medicine & Godzilla Goes Global – Vin’s, Cuprina, Duality, Citigroup, Nvidia and more

Market View: IPO Surprises, Maggot Medicine & Godzilla Goes Global – Vin’s, Cuprina, Duality, Citigroup, Nvidia and more

Start your trading day with a twist—Singapore’s maggot-based wound healer just listed on NASDAQ! Hosted by Michelle Martin, this Solo Edition dives into Asia’s IPO wave and US earnings surprises. From...

16 Huhti 202514min

Money and Me:  Inside Tiger Brokers’ Bold Talent Bet

Money and Me: Inside Tiger Brokers’ Bold Talent Bet

What do a Hong Kong drama and Gen Z traders have in common? They all feature in today’s whirlwind of investing insight. Hosted by Michelle Martin, this episode spotlights Ian Leong, Singapore CEO of T...

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Are there Domestic Asian Stock Insulated from Tariff Tensions?

Are there Domestic Asian Stock Insulated from Tariff Tensions?

How can investors shield their portfolios from the ripple effects of rising tariffs and trade tensions? Hosted by Michelle Martin, this episode dives into Asia’s evolving equity landscape with Nirguna...

15 Huhti 20254min

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