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: Unicorns, Hype and Bubbles

Money and Me: Unicorns, Hype and Bubbles

Dr Jeffrey Funk discusses his 6th book with Michelle Martin. The book is a compelling analysis of why startups today are struggling compared to those of 30 years back. Jeff and Michelle discuss overhy...

2 Des 202422min

Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Market View: Cortina, Oiltek, Raffles Medical, Wing Tai, DBS, CapitaLand, Yangzijiang Financial, Stellantis, General Motors, Meituan, Didi, Oracle, Nam Cheong, Jardine Matheson, Hong Kong Land, DFI Retail, and Frasers Logistics

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode delves into share buybacks by Singapore blue chips like DBS, CapitaLand, and Yangzijiang Financial,...

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Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

Market View: Japan’s inflation data, US tech crackdown on China, Renault, Ferrari, Chinese Yuan, Tungsten, IHH Healthcare, Asia investment opportunities

How should investors be reading Japan’s latest inflation data? Why are some stocks cheering on the US' escalation of their crackdown on Beijing’s tech ambitions? And where can you find investment oppo...

29 Nov 202426min

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Market View: Dell, HP, Samsung, CrowdStrike, Standard Chartered, Vitasoy, Yeo Hiap Seng, Sanofi

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed, with gains in Sydney, bearish sentiment in Tokyo, and flat movement in Seoul. Hosted by Michelle Martin, who chats ...

28 Nov 202422min

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

Market View: US Fed meeting minutes, Trump’s first-term playbook, Starbucks, Amgen, HP, Sony, Super Hi, Chinese investors cash out

What do the latest set of minutes suggest about the trajectory of the Fed’s interest rate policy path? How are markets reacting to Trump’s news of tariffs? And why are retail investors cashing out of ...

27 Nov 202421min

Money and Me: How is Tokenization taking off in Asia?

Money and Me: How is Tokenization taking off in Asia?

Did you know that according to a McKinsey analysis, tokenized market capitalization could reach around $2 trillion by 2030! And it seems like the interest in these digital assets doesn't stop there wi...

26 Nov 202425min

Read: What Went Wrong with Capitalism by Ruchir Sharma

Read: What Went Wrong with Capitalism by Ruchir Sharma

Michelle Martin discusses the book What Went Wrong with Capitalism with Ruchir Sharma, Chairman of Rockefeller International and renowned author. Sharma unpacks how government interventions, bailouts,...

26 Nov 202419min

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Join Michelle Martin as she deftly tours world markets. Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific markets’ decline despite Wall Street’s record highs. Hear fresh ...

26 Nov 202422min

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