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(3732)

Influence: Are million dollar flats the new norm?  Key insights for buying Singapore property in 2025

Influence: Are million dollar flats the new norm? Key insights for buying Singapore property in 2025

Masterplan 2025 will soon be unveiled and Budget 2025 is behind us; Michelle Martin features voice of influence Eugene Lim, Key Executive Officer at ERA to help us understand the key forces shaping th...

7 Maalis 202518min

Market View: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

Market View: JD.com, Alibaba, Marvell Technology, Broadcom, Amazon, Nvidia, CrowdStrike, SiTime, Logitech, Seven & I, WalgreensBootsAlliance, NetLink NBN Trust, ComfortDelGro, SATS, ST Engineering, Wilmar International, Seatrium, City Developments

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading lower following Wall Street’s decline, with Tokyo leading losses. Hosted by Michelle Martin with Ryan Huang, the discussio...

7 Maalis 202525min

Money and Me: Ladies, It’s Time to Invest!

Money and Me: Ladies, It’s Time to Invest!

Hosted by Michelle Martin, this International Women’s Day special is all about getting more women to invest with confidence! Daphne Tan, Director of Business Development at CMC Markets Singapore, shar...

7 Maalis 202519min

Money and Me: What’s Next for CDL’s Minority Shareholders, what could US isolationalism augur for the financial world, could the US crypto reserve actually be bullish

Money and Me: What’s Next for CDL’s Minority Shareholders, what could US isolationalism augur for the financial world, could the US crypto reserve actually be bullish

As CDL’s leadership battle and stock plunge unsettle investors, we explore potential merger outcomes and what they could mean for minority shareholders. Meanwhile, global markets react to Trump’s esca...

6 Maalis 202522min

Market View: Foot Locker, Nike, Mandarin Oriental, Marvell Technology, Disney, Seven & i, Apple, City Developments, Jardine Cycle & Carriage, DFI Retail

Market View: Foot Locker, Nike, Mandarin Oriental, Marvell Technology, Disney, Seven & i, Apple, City Developments, Jardine Cycle & Carriage, DFI Retail

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Foot Locker’s earnings and its implications for Nike, the latest U.S. job market data, and t...

6 Maalis 202522min

Influence: Moleskine CEO on the smart way forward for a company built on writing

Influence: Moleskine CEO on the smart way forward for a company built on writing

Are paper notebooks still relevant in world where screens are the interface between our thoughts and the world? Michelle Martin puts the question to Christophe Archaimbault, CEO, Moleskine.See omnystu...

5 Maalis 202518min

Money and Me: Thinking of buying property in Johor Bahru? What are key considerations?

Money and Me: Thinking of buying property in Johor Bahru? What are key considerations?

Will Singaporeans increasingly look to Johor Bahru for property investments? Michelle explores the impact of the RTS Link and Johor’s Special Economic Zone (JS-SEZ) on housing demand, property prices,...

5 Maalis 202523min

Market View: CK Hutchison, BlackRock, City Developments, UOL Group, Target, Best Buy, SEA Limited, CrowdStrike, Ping An Insurance, Xiaomi, Meituan, Yangzijiang Shipbuilding, DFI Retail, Jardine Cycle & Carriage

Market View: CK Hutchison, BlackRock, City Developments, UOL Group, Target, Best Buy, SEA Limited, CrowdStrike, Ping An Insurance, Xiaomi, Meituan, Yangzijiang Shipbuilding, DFI Retail, Jardine Cycle & Carriage

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets trade mixed as investors react to U.S. tariffs on Canada, Mexico, and China. CK Hutchison s...

5 Maalis 202511min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-lahtijat
rahapuhetta
rss-porssipuhetta
rss-neuvottelija-sami-miettinen
rss-rahamania
rss-paasipodi
rss-porssipodi
ostan-asuntoja-podcast
oppimisen-psykologia
rss-strategian-seurassa
rss-h-asselmoilanen
rss-bisnesta-bebeja
rss-merja-mahkan-rahat
rss-inderes
rss-40-ajatusta-aanesta
rss-draivi