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: Record-Breaking HDB Flats, HDB Lease Infringements, and More

Money and Me: Record-Breaking HDB Flats, HDB Lease Infringements, and More

Michelle Martin speaks with her guest Germaine Chow, Co-founder of I Quadrant for this episode which explores the latest record-breaking HDB resale at Skyoasis @ Dawson; price tag? $1.73 million. We d...

26 Heinä 202416min

Market View: Keppel DC REIT, Suntec REIT, CapitaLand Integrated Commercial Trust, AstraZeneca, Viking Therapeutics, Venture Corp, Grab, SK Hynix, Ford, Stellantis, LVMH, Kering, Hermes, Hasbro, Bank of America, CrowdStrike

Market View: Keppel DC REIT, Suntec REIT, CapitaLand Integrated Commercial Trust, AstraZeneca, Viking Therapeutics, Venture Corp, Grab, SK Hynix, Ford, Stellantis, LVMH, Kering, Hermes, Hasbro, Bank of America, CrowdStrike

In today’s Market View, hosted by Michelle Martin with Ryan Huang, we dive into a diverse range of sectors. We discuss earnings and challenges faced by REITs like Keppel DC REIT, Suntec REIT, and Capi...

26 Heinä 202424min

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

Little Luxury: Savour the Straits Peranakan buffet at Peppermint

True blue authentic Peranakan cuisine and a milo dinosaur so big it dwarfed her sight when she drank from it, Michelle Martin revels in the latest Peranakan buffet  to hit town. Find out why she gives...

25 Heinä 20244min

Money and Me: Is Harris good for markets?  Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Money and Me: Is Harris good for markets? Will CrowdStrike be taken over by a 4 year old start-up? Ether ETF's strong debut

Join Michelle Martin with guest Arun Pai from the Investments team at Monk’s Hill Ventures, this episode delves into the unexpected announcement of US President Joe Biden dropping out of the president...

25 Heinä 202425min

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Market View: Warner Bros Discovery, Disney, NBC, Amazon Prime, Mapletree Logistics Trust, Digital Core REIT, OUE REIT, Frasers Centrepoint Trust, Alphabet, Tesla, Mandarin Oriental

Michelle Martin and Ryan Huang analyse market movements. We begin with a major shakeup in the NBA broadcasting world, with Warner Bros Discovery losing its long-standing contract, and Disney, NBC, and...

25 Heinä 202425min

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

Money and Me: When is enough, ENOUGH? How can you decide you've bought enough financial policies?

An accidental visit to a financial planning career booth at NTU’s Career Fair became the best decision of his life. Meet Jake Lim author of Stop. Buying Financial Policies: Cultivating Money Mindfulne...

24 Heinä 202419min

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Market View: Alphabet, Spotify, Coca-Cola, Tesla, General Motors, UPS, Comcast, Hutchison Port Holdings Trust

Join host Michelle Martin as she chats with Ryan Huang about a fresh slew of earnings announcements. Dozens of companies are reporting their numbers for the 2nd quarter of the year, including Google’s...

24 Heinä 202420min

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Money and Me: Travel Credit Cards, Investing in Bond ETFs, SRS Investments, and Travel Credit Cards

Join Michelle Martin with guest Tim Phillips, founder of TimTalksMoney.com as both discuss the best cards to rack up miles when you spend in person overseas. How do you balance bank charges and the de...

23 Heinä 202421min

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