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:  Boeing’s Crash, the Attack on Iran, Sheng Siong’s Pig Farm Origins & China's Terrific 10

Market View:  Boeing’s Crash, the Attack on Iran, Sheng Siong’s Pig Farm Origins & China's Terrific 10

Asia-Pacific markets trade down as investors digest the Israeli military strike on Iran this morning. Hosted by Michelle Martin with Ryan Huang, today’s Market View also unpacks DBS’ bullish stance o...

13 Jun 202523min

Influence: Conquering Digital Learning Anxiety with Haja Navaz

Influence: Conquering Digital Learning Anxiety with Haja Navaz

Digital upskilling shouldn't feel like drowning in code or self-doubt. Hosted by Michelle Martin, this episode explores how adult learners - from civil servants to mid-career professionals - can overc...

12 Jun 202521min

Money and Me: What do markets crave more than certainty? A tradeable Trump pattern.

Money and Me: What do markets crave more than certainty? A tradeable Trump pattern.

Tacos, Tariffs, and Treasury Twists are at the forefront of today's show. Hosted by Michelle Martin with guest Arun Pai of Monk’s Hill Ventures, this episode dives into the rise of the “TACO” trade, ...

12 Jun 202524min

Market View: Centurion breaks records, Super Hi simmers with profit, and Meta stirs the AI pot.

Market View: Centurion breaks records, Super Hi simmers with profit, and Meta stirs the AI pot.

Join Michelle Martin and Ryan Huang as they unpack why Centurion’s REIT listing is exciting investors, how Super Hi is cooking up overseas success, and what Meta’s $14B move on Scale AI means for tech...

12 Jun 202523min

Money and Me: Tariffs, TACO Trades, and the $2 Trillion Question

Money and Me: Tariffs, TACO Trades, and the $2 Trillion Question

Is it wise to bet on a president backing down? Markets seem to think so. Hosted by Michelle Martin with Simon Ree, Founder of Tao of Trading, we unpack the viral TACO trade, why July 8 looms large for...

9 Jun 202514min

Market View: Sensex Soaring, Biotech Bargains & Hello Kitty Beats This Car Maker

Market View: Sensex Soaring, Biotech Bargains & Hello Kitty Beats This Car Maker

Mumbai markets are leading the global pack — but can sky-high valuations in cement and defense stocks hold? Hosted by Michelle Martin with Ryan Huang, we unpack India’s stunning 10% rally and what’s d...

9 Jun 202512min

Money and Me: Tariffs and You 

Money and Me: Tariffs and You 

What do tariffs have to do with your next Shein haul or Temu gadget? Hosted by Michelle Martin, this episode unpacks how U.S. trade policy is driving ripple effects through Singapore’s consumer prices...

6 Jun 202512min

Read: Wild Courage

Read: Wild Courage

You need to be fearless to reach your goals, says Michelle Martin. She shares her thoughts on the secret sauce behind the popular new debut of former Google Executive Jenny Wood. See omnystudio.com/l...

6 Jun 20253min

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