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(3726)

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Market View: Singapore’s Growth vs Global Headwinds, OCBC Shake-Up & NTT DC REIT Debut

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinof...

14 Jul 202515min

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Money and Me: Retail Rebels, Tariffs & the AI Job Shuffle

Are retail investors outmaneuvering the pros in Trump’s trade war? Inflation expectations are cooling — but is it really a green light for markets? IBM lays off 8,000 with AI, yet is growing headcount...

10 Jul 202525min

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

Market View: Temasek's Boom, Copper’s Charge & Netflix’s Anime Ambitions

A record-breaking run for Temasek, copper prices soar on Trump’s tariffs, and Netflix bets big on anime. What does Temasek’s strategy tell us about smart investing? Will copper’s surge reshape global ...

10 Jul 202525min

Mind Matters: Burnout — when its more than a work problem

Mind Matters: Burnout — when its more than a work problem

Could burnout be closer than you think — even if you're just feeling “a little off”? Join Michelle Martin in conversation with psychologist Haja Navaz of Sparkz Counselling as they unpack the nuances ...

9 Jul 202517min

Money and Me: Rethinking Fixed Income Now

Money and Me: Rethinking Fixed Income Now

Take a closer look at a fixed income fund trusted by Singaporeans — with 90% of its investors based in Singapore. What if fixed income isn’t just a defensive play — but a smart way to grow your wealth...

9 Jul 202526min

Market View: Prime Time strategy , Tech giants reboot

Market View: Prime Time strategy , Tech giants reboot

What if Prime Day beats Black Friday in sales for the first time ever? Michelle Martin and Ryan Huang explore Amazon’s bold 4-day shopping bonanza and how it's changing the e-commerce playbook. They u...

9 Jul 202524min

Money and Me: The Homeowner’s Dilemma

Money and Me: The Homeowner’s Dilemma

Is it wiser to clear your mortgage early—or let your home loan work harder for you? With Singapore’s Seller’s Stamp Duty now back at 2017 levels, investors and homeowners alike are reassessing their s...

8 Jul 202524min

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

Market View: Tariff Turbulence, Tesla’s Political Pivot & Jurassic Juggernaut

The dinosaurs aren't the only thing roaring—markets are too, as Trump’s sweeping tariff threats rattle global trade. Tesla, ExxonMobil, Samsung, FWD, Del Monte, and Jurassic World: Rebirth all make he...

8 Jul 202523min

Populært innen Business og økonomi

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