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)

Market View: Beauty Bets, Walmart’s Miss, and Market Movers

Market View: Beauty Bets, Walmart’s Miss, and Market Movers

Wall Street’s losing streak deepens as Walmart posts a rare profit miss. Hosted by Michelle Martin with Ryan Huang, this episode dives into Walmart’s sales resilience, India’s luxury beauty boom, and ...

22 Aug 202515min

Money and Me: Can These Viral Trends Build Fortunes?

Money and Me: Can These Viral Trends Build Fortunes?

From fiery ramen to quirky toys, viral sensations are reshaping markets at lightning speed. Hosted by Michelle Martin, this episode dives into Samyang’s Buldak noodles — up 93% this year — and Pop Ma...

21 Aug 202523min

Market View: Food, AI, and Retail in Focus

Market View: Food, AI, and Retail in Focus

Wall Street’s AI stars, US retail giants, and a surprising food inflation play — what’s driving markets today? Hosted by Michelle Martin with Ryan Huang, this episode spotlights Albertsons, Nvidia, Pa...

21 Aug 202512min

Money and Me: Investing in a Cautious World

Money and Me: Investing in a Cautious World

Singapore’s GDP outlook has just been revised—what does this mean for your money and your next move? In this episode, we decode the implications of Singapore’s 2025 growth forecast and what it means f...

20 Aug 20259min

Market View: UOL’s Hot Streak and Wall Street’s Chill

Market View: UOL’s Hot Streak and Wall Street’s Chill

UOL’s stock is on fire—up nearly 40% this year—can the rally last? Analysts from CGS International, Citi, and DBS say yes, pointing to smart land buys and blockbuster project launches. Meanwhile, Wall...

20 Aug 202514min

Money and Me: Unlocking Real Estate Credit with RealVantage

Money and Me: Unlocking Real Estate Credit with RealVantage

What if the smartest real estate play isn’t buying buildings, but financing them? In this episode, we dive into the rising world of real estate credit, an asset class delivering stable income in today...

19 Aug 202518min

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global...

19 Aug 202524min

Money and Me: Riding Record Highs – Where’s the Yield Now?

Money and Me: Riding Record Highs – Where’s the Yield Now?

Wall Street’s on fire — global indices are smashing records while Singapore’s STI breaks 4,200 for the first time. Hosted by Michelle Martin, this episode asks what’s fueling the rally: Fed rate cut h...

18 Aug 202519min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
utbytte
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
lydartikler-fra-aftenposten
rss-fa-makro
shifter
boligbobla