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: Zoom, Hybrid models and the Future of Work

Money and Me: Zoom, Hybrid models and the Future of Work

You can send your AI digital companion to your meeting to take notes, provide summaries and even share the emotional tone of the meeting. Leading organisations are recognising greater flexibility cust...

25 Sep 202419min

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Market View: Sun Hung Kai Properties, Constellation Energy, Bloom Energy, Commonwealth Bank of Australia, Amentum, Meta, Visa, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trend higher as China’s rate cuts lift stocks in Hong Kong and the Golden Dragon Index surges 9%. Sun Hung Kai Properties leads gains ...

25 Sep 202421min

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Market View: Microsoft, Hugo Boss, Suntec REIT, Trump Media, Vistra Corp, Singapore Exchange, Everton FC, and Sunny Optical

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher following gains on Wall Street. Michelle and Ryan dive into analyst downgrades for Microsoft, Hugo Boss, and Suntec...

24 Sep 202421min

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

Money and Me: A closer look at China's stimulus, India's Stock Market Surge, and Investor Strategies

This investor needs more convincing that China's stimulus efforts will reignite growth. On the morning of the high-level rare Chinese PBOC briefing, Michelle Martin and Swapnil Mishra, Founder of Weal...

24 Sep 202415min

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Money and Me: 6-6.5% returns on real estate backed loans; what retail investors need to know

Michelle Martin dives into real estate debt investing with BigFundr. Michelle is joined by Quah Kay Beng, CEO and Founder of BigFundr and they discuss the risks, benefits, and key considerations of re...

23 Sep 202415min

Market View: UMS Holdings, Centurion Corporation, Suntec REIT, DBS, SingTel, Keppel, Qualcomm, Intel, Physics Wallah, Synergy Marine Group, Constellation Energy, YTL Corporation, Frasers Centrepoint Trust

Market View: UMS Holdings, Centurion Corporation, Suntec REIT, DBS, SingTel, Keppel, Qualcomm, Intel, Physics Wallah, Synergy Marine Group, Constellation Energy, YTL Corporation, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers UMS Holdings, Centurion Corporation, and Suntec REIT as directors make notable moves. Discov...

23 Sep 202423min

Money and Me: Navigating Rate Cuts with ETFs and Tim Phillips

Money and Me: Navigating Rate Cuts with ETFs and Tim Phillips

As the US Federal Reserve initiates rate cuts, how should investors adjust their portfolios? Discover how interest rate cuts impact broad market ETFs, and which sectors historically benefit from lower...

20 Sep 202415min

Influence: The F1 and a turbocharged Singapore Market

Influence: The F1 and a turbocharged Singapore Market

Michelle Martin chats with Nirgunan Tiruchelvam, Head of Consumer and Internet, Alethia Capital Equity Research to determine the confluence of positive market developments here and how that could impa...

20 Sep 20247min

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