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(3732)

Market View: Hongkong Land, BHP, Delta Airlines, Oiltek, SGX, SingPost, MBS, ComfortDelGro, Alibaba, Tesla, Palantir, Baidu, JD.com & More

Market View: Hongkong Land, BHP, Delta Airlines, Oiltek, SGX, SingPost, MBS, ComfortDelGro, Alibaba, Tesla, Palantir, Baidu, JD.com & More

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, dive into Singapore’s record-breaking STI performance led by Hongkong Land and Genting Singapore. Explore BHP’s ...

18 Feb 202523min

Money and Me: What Trump's Latest Moves Could Mean for Markets

Money and Me: What Trump's Latest Moves Could Mean for Markets

What happens when the world's most powerful economy is run by people staffed by loyalty vs competence? Are markets complacent because of the "predictable, unpredictability" of the Trump administration...

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Market View: Berkshire Hathaway, Bank of America, Citigroup, Capital One, Constellation Brands, DaVita, ESR REIT, Marco Polo Marine, Casa Holdings, Dell Technologies, Apple, Airbnb, SIA Engineering, Seatrium, BP, Yangzijiang Shipbuilding, SGX

Market View: Berkshire Hathaway, Bank of America, Citigroup, Capital One, Constellation Brands, DaVita, ESR REIT, Marco Polo Marine, Casa Holdings, Dell Technologies, Apple, Airbnb, SIA Engineering, Seatrium, BP, Yangzijiang Shipbuilding, SGX

Hosted by Michelle Martin with Ryan Huang, this episode explores Warren Buffett's latest moves at Berkshire Hathaway, including trades in Bank of America, Citigroup, Capital One, Constellation Brands,...

17 Feb 202524min

Influence: Bridging the Gender Gap in Economics

Influence: Bridging the Gender Gap in Economics

Why is there such a stark gender imbalance in economics, where only three women have ever won a Nobel Prize in the field? Prominent Irish economist Dr. Emma Howard discusses why diversity is essential...

14 Feb 202530min

Money and Me: The Hottest Anticipated IPO's for APAC in 2025

Money and Me: The Hottest Anticipated IPO's for APAC in 2025

Hosted by Michelle Martin, this episode dives into the hotly watched sectors and businesses of APAC's IPO market with Bhavik Vashi, Managing Director, Carta, APAC & Middle East. What’s driving the reg...

14 Feb 202523min

Market View: Seatrium, BP, Crocs, Wendy’s, Unilever, Sony, Iron Mountain, Thai Bev, HPL

Market View: Seatrium, BP, Crocs, Wendy’s, Unilever, Sony, Iron Mountain, Thai Bev, HPL

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks Singapore’s strongest economic performance in three years, with GDP growth of 4.4%. Seatriu...

14 Feb 202523min

Money and Me: How ESG is Reshaping Real Estate Investing

Money and Me: How ESG is Reshaping Real Estate Investing

How are ESG considerations transforming real estate investing? Join Michelle Martin as she explores the growing impact of sustainability on property investments. With ESG-linked loans dominating globa...

13 Feb 202515min

Market View: Thomson Medical, Alibaba, Apple, SGX, Restaurant Brands, Cisco, Reddit, Intel, Occidental Petroleum, Seatrium, DFI Retail

Market View: Thomson Medical, Alibaba, Apple, SGX, Restaurant Brands, Cisco, Reddit, Intel, Occidental Petroleum, Seatrium, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific investors shrug off US concerns as buying sentiment lifts regional indices. Thomson Medical tumbles into the red despite rising revenue - what...

13 Feb 202523min

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