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:  Trump and Musk feud explodes and Market Shockwaves

Market View:  Trump and Musk feud explodes and Market Shockwaves

The bromance has ended. Tesla tanks, Circle soars, and gold gets the Hermès touch. Hosted by Michelle Martin this episode dissects Tesla’s dramatic $152B market cap loss amid a Trump-Musk feud that no...

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Money and Me: Trade Turbulence, Tariffs & Tactics with Cameron Systermans

Money and Me: Trade Turbulence, Tariffs & Tactics with Cameron Systermans

Is the global economy at an inflection point? Hosted by Michelle Martin, this episode dives into the implications of rising tariffs, shifting inflation patterns, and structural changes in China and Ja...

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Market View: A Taste for Change in the US, Delisting Dramas & Debt Deals — What's Cooking in Markets?

Market View: A Taste for Change in the US, Delisting Dramas & Debt Deals — What's Cooking in Markets?

Could a burrito boom say more about the US economy than the bond market? Hosted by Michelle Martin — we unwrap the sizzling rise of fast-casual Mexican food in the U.S. and what it means for Yum Brand...

5 Jun 202512min

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Who are you being? Michelle explores the idea that to truly transform, you need to look at who you are "being" which shows up in your use of language, how you hold your body and your moods.See omnystu...

4 Jun 20257min

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Money and Me: Bonds, Defensive Stocks, Dry Powder—What’s the Smartest Way to Safeguard Your Portfolio from Recession?

Why have investors been talking about recession risks? Hosted by Michelle Martin, this episode explores how to brace your investments for a potential recession with Elijah Lee, Senior Financial Servic...

4 Jun 202519min

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Market View: Meta’s Nuclear Power Play, SGX’s Delisting Dilemma & Frencken’s $63M Bet

Is nuclear energy the future of AI—and can Singapore’s stock market survive another delisting? Hosted by Michelle Martin, this edition dives into Meta’s massive 20-year nuclear deal to fuel its AI amb...

4 Jun 20258min

Money and Me: Crypto and the Fentanyl Pipeline

Money and Me: Crypto and the Fentanyl Pipeline

How is cryptocurrency powering one of the world’s deadliest underground economies? Hosted by Michelle Martin, this episode unpacks how digital currencies are entwined with the global fentanyl trade. M...

3 Jun 202515min

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

Market View: Big Pharma's Bold Bets, Tung Lok's Recipe for Trouble & Curry’s Candid Confession

What do billion-dollar biotech deals and Stephen Curry’s impostor syndrome have in common? Hosted by Michelle Martin with Ryan Huang, today’s Market View kicks off with two major cancer-fighting pharm...

3 Jun 202524min

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