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)

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Money and Me: Trump’s Second Term, Bitcoin, Tesla, AI, and Suntec REIT with Kenny Loh

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Join Michelle Martin on Money and Me! Michelle invites Kenny Loh, REIT Specialist and Independent Financial Advisor to unpack the implications of Donald Trump's re-election on markets, from Bitcoin's ...

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Market View: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Market View: Niks Professional, Tuan Sing Holdings, ABR Holdings, NetLink NBN Trust, Wing Tai, LMS Compliance, DBS, SingTel, Income Insurance, Allianz, General Mills, Micron, Nike, FedEx, Qualcomm, Arm Holdings, Berkshire Hathaway, Broadcom, TikTok, Yangzijiang Shipbuilding, Jardine Matheson, DFI Retail, Hongkong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest director deals involving Niks Professional, Tuan Sing Holdings, and DBS, alongsi...

16 Des 202424min

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Market View: DigiCo Infrastructure REIT, Broadcom, Costco, Warner Bros. Discovery, Adobe, Nordic Group, Google, Alphabet, Yangzijiang Shipbuilding and SATS

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the largest ASX IPO in six years with DigiCo Infrastructure REIT. Discover what’s poweri...

13 Des 202424min

Money and Me: A Dividend Investor looks at Bitcoin, NVIDIA, DBS, UOB, and OCBC

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When stocks hit record highs, how does an investor make choices? Bitcoin or NVIDIA? Singapore bank darlings or US dividend stocks? Join Michelle Martin on Money and Me as she delves into the key princ...

13 Des 202424min

Money and Me: Becoming wealthy is easy, here are the steps. 

Money and Me: Becoming wealthy is easy, here are the steps. 

Are the chip wars heating up? Is China's monetary policy going to help it brace effectively for when Trump comes into power? Can the path to wealth really be simplified into 2 simple rules? Find out w...

12 Des 202424min

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Market View: GM, Microsoft, Alphabet, Tesla, Adobe, Del Monte, Macy's, Inditex, Jardine Matheson, Thai Bev, Krispy Kreme, Amazon, HSBC, Apple, Mondelez

Join Michelle Martin on her solo tour of markets! Asia-Pacific markets are trading higher as US stocks rally, with Alphabet soaring and Microsoft taking a hit following GM's decision to exit robo-taxi...

12 Des 202410min

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Join Michelle Martin on a special edition of Money and Me, with guest Alok Sama, the former insider at Softbank turned bestselling author of The Money Trap: Lost Illusions Inside the Tech Bubble. Alok...

11 Des 202422min

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