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(3739)

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

Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

Market View: Amazon, Alibaba, Salesforce, Rolls Royce, Cathay Pacific, Nike, CapitaLand Investment, DFI Retail, Mapletree PanAsia Commercial Trust, and Singapore Airlines

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Markets across Asia rallied, driven by a 50-basis-point rate cut in the US. Key sectors benefiting include REITs...

20 Sep 202418min

Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses

Money and Me: US Fed Rate Cut, China’s Economic Slowdown, and Snap’s AR Glasses

Hosted by Michelle Martin with guest Arun Pai from Monk’s Hill Ventures. Join Michelle Martin as she explores the US Federal Reserve’s aggressive interest rate cut and its impact on global markets. Ar...

19 Sep 202425min

Market View: US Federal Reserve, Apple, ST Engineering, Intuitive Machines, Chinese Chipmakers, Google, 23andMe, CapitaLand Ascendas REIT, CapitaLand Investment, Mapletree PanAsia Commercial Trust, Sembcorp Industries

Market View: US Federal Reserve, Apple, ST Engineering, Intuitive Machines, Chinese Chipmakers, Google, 23andMe, CapitaLand Ascendas REIT, CapitaLand Investment, Mapletree PanAsia Commercial Trust, Sembcorp Industries

Join Michelle Martin on her tour of markets! Michelle and Ryan explore the US Federal Reserve’s recent rate cut and its impact on stocks like Apple and ST Engineering. They also discuss major developm...

19 Sep 202419min

Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Market View: Top Glove, Supermax, Kossan Rubber, Hartalega Holdings, Lenovo, BYD, Mercedes-Benz, Midea, Isetan, Snap, Google, DFI Retail, Jardine Matheson, Keppel, CapitaLand Investment, Frasers Centrepoint Trust, CapitaLand Integrated Commercial Trust

Join Michelle Martin on her tour of markets! Shares in Tokyo rise as Japan digests trade figures, while Sydney waits for the U.S. interest rate decision. Hosted by Michelle Martin with Ryan Huang, the...

18 Sep 202419min

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Money and Me: What's behind the S-REIT Rally? Fed Rate Cuts, and should Finfluencers be managed?

Join Michelle Martin as she explores the ongoing rally in Singapore’s S-REIT sector and the impact of potential Fed rate cuts. Michelle with guest Kenny Loh, REIT Specialist and Independent Financial ...

18 Sep 202426min

SIEWCast: Singapore’s LNG Hub positioning for the future

SIEWCast: Singapore’s LNG Hub positioning for the future

Welcome to SIEWCast, your premier source for energy insights. In this episode, we explore the pivotal role of liquefied natural gas (LNG) as a bridge fuel in the transition towards a net zero world.  ...

17 Sep 202415min

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