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: Are more investing because of the Fed's Rate Cut?

Money and Me: Are more investing because of the Fed's Rate Cut?

Join Michelle Martin as she dives into the latest market dynamics following the US Federal Reserve’s rate cut and what it means for Singapore investors Michelle invites James Ooi, Market Strategist at...

11 Loka 202418min

Market View: Delta, Uniqlo, Top Glove, Seven & I, 7-Eleven, Alimentation Couche-Tard, MMC Port, Tokyo Metro, Hyundai Motor, China Resources Beverage, AMD, Nvidia, McDonald's, Air India, Airbus, FLCT, Yangzijiang Shipbuilding, Jardine Matheson

Market View: Delta, Uniqlo, Top Glove, Seven & I, 7-Eleven, Alimentation Couche-Tard, MMC Port, Tokyo Metro, Hyundai Motor, China Resources Beverage, AMD, Nvidia, McDonald's, Air India, Airbus, FLCT, Yangzijiang Shipbuilding, Jardine Matheson

Join Michelle Martin on her tour of markets! Corporate earnings are back in focus as Delta, Uniqlo, and Top Glove report their latest numbers. Hosted by Michelle Martin with Ryan Huang, the conversati...

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Money and Me: Social buying, volume winners,and consumer trends in Asia

Money and Me: Social buying, volume winners,and consumer trends in Asia

What do businesses growing more than 10% know about changing consumer trends? Enter the fascinating world of how concerns from increasing food prices to mental health are changing the way different gr...

10 Loka 202418min

Market View: Tokyo Metro, Hyundai, MMC Port, Food Innovations, Vantage, Google, Seven & I, Alimentation Couche-Tard, Sea Ltd, TSMC, Hong Fok, and Thomson View

Market View: Tokyo Metro, Hyundai, MMC Port, Food Innovations, Vantage, Google, Seven & I, Alimentation Couche-Tard, Sea Ltd, TSMC, Hong Fok, and Thomson View

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets surge after Wall Street's strong session, as Tokyo, Sydney, and Seoul trade up. Delve into ...

10 Loka 202421min

Market View: AEM, UMS, Frencken Group, PepsiCo, Roblox, Hyundai, WeightWatchers, SingTel

Market View: AEM, UMS, Frencken Group, PepsiCo, Roblox, Hyundai, WeightWatchers, SingTel

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Asia-Pacific markets are trading higher, with a special focus on Singapore’s tech stocks AEM, UMS, and Frencken ...

9 Loka 202424min

Money and Me: Navigating China’s Stimulus, US Rate Cuts, and Tech Stocks

Money and Me: Navigating China’s Stimulus, US Rate Cuts, and Tech Stocks

Hosted by Michelle Martin today's edition of the show all about markets and investments features guest Cheng Chye Hsern, Head of Investment at Providend. Michelle she explores market reactions to Chin...

9 Loka 202420min

Money and Me: Pandemic Preparedness lessons from Covid

Money and Me: Pandemic Preparedness lessons from Covid

With Covid still with us and Mpox declared a public health emergency, what is one of the world's largest insurers preparing for? What is the ongoing impact of Covid? Join host Michelle Martin as she d...

8 Loka 202418min

Market View: IPOs, Lithium Deals, and Market Moves

Market View: IPOs, Lithium Deals, and Market Moves

Hosted by Michelle Martin with guest Ryan Huang. Join the discussion on market excitement surrounding Tokyo Metro’s IPO and Singapore's potential IPO resurgence. Michelle and Ryan also examine Rio Tin...

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