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.

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

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

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

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Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

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Money and Me: Forget 10%. Here’s how to achieve 40% annual growth in your investment portfolio

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One of the fundamentals of investing is starting early. After all, it is through the magic of compounding that allows you to grow your wealth exponentially. But what if you’re into your 40s or 50s? Is...

10 Des 202422min

Market View: Chinese regulators investigate Nvidia, Oracle dips, AMD, Microsoft, C3.ai,  Eli Lilly, Chinese stocks surge, Sora, India’s jewellery and electronics sector, Google’s quantum computing

Market View: Chinese regulators investigate Nvidia, Oracle dips, AMD, Microsoft, C3.ai,  Eli Lilly, Chinese stocks surge, Sora, India’s jewellery and electronics sector, Google’s quantum computing

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Money and Me: Bitcoin Hits $100K, Solana’s Bullet Launch, and Zeta Markets' Role in DeFi

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Hosted by Michelle Martin, this episode of Money and Me dives into the latest milestones in the crypto world with Tristan Frizza, Founder of Zeta Markets. Michelle explores Bitcoin’s record-breaking s...

9 Des 202417min

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Market View: Marco Polo Marine, Union Steel, Hosen Group, DBS, Nvidia, Palantir, Broadcom, TikTok, ST Engineering, Ford, Oshkosh, Yangzijiang Shipbuilding, and more  

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9 Des 202426min

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