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: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Market View: US, Canada, Mexico, China, Ford, General Motors, Boot Barn, DBS, CK Hutchison, Metsera, CapitaLand Ascott Trust, Sembcorp, Alphabet, Amazon, PepsiCo, Mondelez, Walt Disney, Singtel, Seatrium, SATS, CapitaLand Investment

Hosted by Michelle Martin, this episode dives into the ripple effects of new US tariffs on Canada, Mexico, and China, and how sectors like automakers (Ford, General Motors) and retailers (Boot Barn) a...

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Money and Me: Is that real? Deepfake Fraud today Jumio's Bala Kumar

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Join Michelle Martin on Money and Me as she explores the rising threat of deepfake fraud with Bala Kumar, Chief Product and Technology Officer at Jumio. With identity fraud surging in Singapore, the c...

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Were you called a daydreamer in school? Do you find you often regret your impulse buys? Are you missing payments on your credit card? Planning ahead and staying focused on a budget may be hard for the...

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Market View: Apple, Microsoft, Meta, Tesla, Intel, Las Vegas Sands, Marina Bay Sands, Alibaba, Toyota, Singapore Airlines, Visa, Mastercard, Adani Enterprises, UPS

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Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher, with Sydney up nearly 0.75% and Tokyo in the green. Michelle discusses Apple's impressive earnings, despite challe...

31 Jan 202524min

Influence: Clapper’s Rise Amid TikTok's Challenges with CEO Edison Chen

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Michelle Martin, delves into the rise of Clapper, a social platform gaining traction as TikTok faces potential U.S. restrictions. In his first podcast interview, Edison Chen, Founder and CEO of Clappe...

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Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Money and Me: How AI Will Redefine Humanity and Economies with Theo Scherman, Hitachi Asia

Glimpse into how in five short years economies, careers and businesses could be redefined in this conversation between Michelle Martin and Theo Scherman, Chief Strategy Officer at Hitachi Asia and aut...

28 Jan 202524min

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

Market View: Nvidia, DeepSeek, Keppel REIT, CapitaLand India Trust, AIMS APAC REIT, DBS, Tata Steel, Mapletree Investments, SGX, and Venture Corp

Michelle Martin zeroes in on Deepseek and the the dramatic $1 trillion sell-off it has sparked, including Nvidia’s historic $600 billion valuation drop. Jump in the conversation with Michelle and Ryan...

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Money and Me: What is the Golden Screw this dividend investor looks out for?

What is on this investor's high quality dividend stock list? If your runway is short, will the dividend approach still offer deep value ? How could you think of using SRS or CPF in relation to dividen...

27 Jan 202524min

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