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)

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

SIEWCast: Inside PacificLight’s $1B Hydrogen-Ready Power Move — Can It Power Homes Greener?

A billion-dollar bet on the future of clean energy is taking shape on Jurong Island. PacificLight’s upcoming hydrogen-compatible power plant, the most efficient of its kind in Singapore, is set to com...

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Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

Money and Me: From Pocket Change to Purpose—A Financial Starter Kit for Gen Z

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Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Market View: Buffett Trims, Burgers Boom & Big Bets on UMS, SATS, Acrophyte

Catch the latest on Berkshire Hathaway, DaVita, UMS Holdings, Acrophyte Hospitality Trust, Frasers Hospitality Trust, DFI Retail, Tenaga Nasional, Red Robin Gourmet Burgers, SATS, Broadcom, Lululemon,...

2 Jun 202522min

Money and Me: Where Are Global Property Titans Investing?

Money and Me: Where Are Global Property Titans Investing?

Where are the world’s wealthiest parking their millions? Look no further than Dubai. Wealthy Asians are snapping up luxury properties in Dubai, now the world’s busiest market for homes over US$10 mill...

30 Mai 202522min

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Market View: Winners in the Global Tug of War on Tariffs, Tech, and Trouble Ahead for Whom?

Markets are wobbling and investors are watching—what’s moving the dial across Asia and beyond? From Vietnam’s tech giant FPT, to Hong Kong’s debt-laden New World Development, to tariff twists from Was...

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Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Read: Shiv Khera on Slaying Stress, Living Fully, and Winning Differently

Can stress be managed before it becomes the silent killer of your potential? Bestselling author of You Can Win, Shiv Khera returns with Live While You're Alive, tackling stress with his signature clar...

29 Mai 202527min

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

Money and Me: Tariff Court Overturn, China’s AI Charge & Big M&A's in the AI space

What happens when courts override presidents and investors exhale? Michelle Martin unpacks how a U.S. court ruling striking down Trump’s 'reciprocal tariffs' may change the rules of market risk. Is Ch...

29 Mai 202525min

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Market View: Nvidia Defies Sanctions, Trump Tariffs Struck Down, and Seatrium’s $21B Orderbook Wobbles

Global markets are reacting to a legal thunderbolt: Trump’s ‘reciprocal tariffs’ have been struck down by a U.S. court. Investors are cheering, with futures surging and the “TACO Trade” catching headl...

29 Mai 202525min

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