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(3734)

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

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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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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...

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Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Market View: CapitaLand Ascott Trust, CDL Hospitality Trust, CapitaLand India Trust, Keppel REIT, Huationg Global, Hong Lai Huat Group, Meta, Microsoft, Tesla, Apple, Alphabet, Frasers Centrepoint Trust, ST Engineering, SP Group, Thomson Medical, SATS, Mapletree Industrial Trust, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest market action and earnings updates. Discover insights into CapitaLand Ascott ...

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Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

You can already smell and feel those crisp bank notes, now what should you do with the money? Michelle Martin, explores why ang pows have become a tradition and what the meaning behind the tradition ...

24 Jan 202518min

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Market View: Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT, Starhill Global REIT, American Airlines, GE Aerospace, SK Hynix, LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific REITs including Suntec REIT, Mapletree Pan Asia Commercial Trust, OUE REIT,...

24 Jan 202523min

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Money and Me: Is Quantum Computing Hype or Here? Trump’s Market Impact, and TikTok’s Future

Join Michelle Martin and guest Arun Pai from Monk’s Hill Ventures, as they discuss the evolving landscape of quantum computing from a VC investor perspective. What is Silicon Valley talking about in t...

23 Jan 202524min

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Market View: Mapletree Industrial Trust, Frasers Centrepoint Trust, Netflix, TikTok, P&G, Apple, Nvidia, Electronic Arts, Ley Choon, Yangzijiang Shipbuilding, and LVMH

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest updates on Mapletree Industrial Trust and Frasers Centrepoint Trust, covering...

23 Jan 202522min

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Money and Me: MediShield Life Premiums Going Up? We've got you covered.

Join Michelle Martin on Money and Me as she dives into the upcoming changes to MediShield Life with Jake Lim, book author and Founder of Money Mindfulness Ltd. This episode unpacks the new claim limit...

22 Jan 202524min

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