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.

Episoder(3723)

Money and Me: Capitalising on the Johor–Singapore SEZ

Money and Me: Capitalising on the Johor–Singapore SEZ

The Johor–Singapore Special Economic Zone is shaping up to be one of the region’s most exciting growth stories. Could this cross-border initiative accelerate Johor’s economy beyond Malaysia’s average ...

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Market View:  Oracle’s Historic Rally, Klarna’s IPO Buzz & STI’s Record High

Market View: Oracle’s Historic Rally, Klarna’s IPO Buzz & STI’s Record High

Oracle stuns Wall Street with a historic surge, shaking up the tech landscape and even billionaire rankings. US inflation data cools, boosting hopes for Fed rate cuts as equities inch to new highs. Mi...

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Influence: Can Coaching Mitigate Burnout Culture?

Influence: Can Coaching Mitigate Burnout Culture?

Burnout culture isn’t just a buzzword - it’s a crisis with real workplace consequences. Singapore ranks as the third most burnt-out city in the world, with sobering statistics on youth suicide and ove...

10 Sep 202520min

Money and Me: Are Some Older Properties Golden Opportunities?

Money and Me: Are Some Older Properties Golden Opportunities?

Are selected older properties hidden gems in today’s market? Hosted by Michelle Martin with Daniel from Golden Goose, this episode dives into the dynamics of investing in aging real estate. Learn how ...

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Market View: Alibaba Cuts SingPost Stake, Oracle’s Cloud Pop, Apple’s Big Reveal

Market View: Alibaba Cuts SingPost Stake, Oracle’s Cloud Pop, Apple’s Big Reveal

Wall Street climbs to fresh record highs as investors cheer tech and retail momentum. Alibaba slashes its stake in SingPost by more than half, losing its status as a substantial shareholder -what does...

10 Sep 20253min

Read: Swimming Downstream – How to Stop Wasting Money on Broken Marketing

Read: Swimming Downstream – How to Stop Wasting Money on Broken Marketing

Is traditional marketing facing an uphill swim? How much money have you lost in marketing that doesn’t work? Join Michelle Martin as she dives into Swimming Downstream by Judd Labarthe, a strategist w...

9 Sep 202523min

Money and Me:  Investing in Singapore's IPO Resurgence and you the investor

Money and Me:  Investing in Singapore's IPO Resurgence and you the investor

Singapore’s small- and mid-cap IPO market is roaring back, powered by MAS liquidity measures and a wave of fresh listings. Join us as Vincent Toe, Co-founder and MD of ICH Group, shares how anchor inv...

9 Sep 202515min

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Market View: Murdoch Succession, Cloud Winners & Asia’s Political Shakeups

Power struggles, cloud disruptors, and political shocks are moving markets. Hosted by Michelle Martin in this solo edition of Market View, dive into Lachlan Murdoch’s takeover of the Fox and News Corp...

9 Sep 202512min

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