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: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

Market View: Mapletree Logistics Trust, Sabana REIT, Netflix, Oracle, Redwire, Rocket Lab USA, Intuitive Machines, United Airlines, Charles Schwab, Adidas, New World Development, Johnson & Johnson, Sembcorp Industries, and LVMH

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Money and Me: Gig Workers, CPF Changes, and Financial Planning

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Heard of the landmark CPF changes for Singapore's gig workers? The law allows for legal protections in the areas of injury compensation and retirement benefits. It also includes CPF deductions starti...

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Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Market View: TikTok, Costco, Seatrium, Yangzijiang Shipbuilding, City Developments, Dayao, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Asia-Pacific markets' bullish momentum, led by Sydney's ASX-200 and Seoul's KOSPI. Dive in...

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Money and Me: Son sues father for maintenance

Money and Me: Son sues father for maintenance

On what grounds can a child sue his parent for maintenance? When does financial support from a parent to a child end in the eyes of the law? We dive into the details with Justin Chan, Managing Partne...

20 Tammi 202519min

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Market View: $Trump the new meme, Centurion, Tuan Sing, XMH Holdings, TikTok, Novo Nordisk, Marco Polo Marine, United Hampshire US REIT, Keppel Pacific Oak, and Prime US REIT

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets rallying on Wall Street gains. Discover why TikTok's temporary shut...

20 Tammi 202524min

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Market View: Bank of America, Morgan Stanley, TSMC, Richemont, Blue Origin, SpaceX, Infosys, TikTok, Duolingo, CDL, Mapletree Logistics Trust, DBS, Singapore Airlines, Seatrium, CapitaLand Ascendas REIT, Frasers Logistics & Commercial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dissects corporate earnings, including Bank of America, Morgan Stanley, TSMC, and Richemont. Discov...

17 Tammi 202520min

Money and Me: Will the US dollar stay strong? What could boost S-REIT's?  Are Singapore’s Local Banks likely still safe havens in 2025?

Money and Me: Will the US dollar stay strong? What could boost S-REIT's? Are Singapore’s Local Banks likely still safe havens in 2025?

Join Michelle Martin on Money and Me with Cheng Chye Hsern, Head of Investment at Providend. Explore what the strengthening USD means for Singapore’s economy and the stock market in 2025. Gain insight...

17 Tammi 202522min

Read : The Money Trap by Alok Sama

Read : The Money Trap by Alok Sama

Michelle Martin goes beyond the page of The Money Trap with bestselling author Alok Sama. The former President & CFO of SoftBank Group International describes a pivotal meeting with Masayoshi Son, re...

16 Tammi 202525min

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