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(3737)

Money and Me: Change what is keeping you broke!

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today’s episode dives into Foot Locker’s struggles, American Eagle’s earnings slump, and Abercrombie & Fitch’s e...

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Money and Me: Is market concentration any good and should you invest in bonds today?

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With the stock market set to continue breaking records, how much of a concern is the increasing weight of mega US stocks in most market capitalization portfolios for investors? Should investors be inv...

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Money and Me: Growth investing and CPF review

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Is growth investing a viable strategy for someone with a smaller paycheck? How can you maximize the returns on your SRS account? And with the SA set to close in 2025, what does it mean for those turni...

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Market View: US AI curbs on China, Sembcorp bet on renewable energy, Intel, Nike, Euro, SingPost, Keppel DC REIT, Yangzijiang Shipbuilding

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