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)

Market View: JPMorgan, Country Garden, LVMH, Midea, Qualcomm, Samsung, Google, Apple, Honor, Foxconn

Market View: JPMorgan, Country Garden, LVMH, Midea, Qualcomm, Samsung, Google, Apple, Honor, Foxconn

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into JPMorgan’s downgrade of Chinese stocks, Country Garden’s struggles, and LVMH’s luxury slowdown in...

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Money and Me: Nvidia’s Historic Decline, ISM PMI, and the Global Market Outlook

Money and Me: Nvidia’s Historic Decline, ISM PMI, and the Global Market Outlook

Hosted by Michelle Martin, this episode dives into the recent U.S. stock slump, Michelle is joined by Arun Pai from Monk’s Hill Ventures to explore the impact of the latest ISM Manufacturing PMI, Nvid...

5 Sep 20248min

Market View: Nvidia, TSMC, Samsung, SK Hynix, Tokyo Electron, Advantest, Dollar Tree, Dick’s Sporting Goods, GoTo

Market View: Nvidia, TSMC, Samsung, SK Hynix, Tokyo Electron, Advantest, Dollar Tree, Dick’s Sporting Goods, GoTo

CapitaLand Investments, and Hello Kitty Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Yeap Jun Rong, Market Strategist from IG, they discuss Nvidia’s historic $280 billio...

5 Sep 202422min

Investment Bites: How to position your portfolio ahead of a potential interest rate cut

Investment Bites: How to position your portfolio ahead of a potential interest rate cut

With the widely anticipated US Federal Reserve interest rate cut just around the corner, how should investors be repositioning their investment portfolio and where can you safely park your cash for th...

4 Sep 202412min

Market View: US Stocks tumbling start to September, AI stocks sink, Trump Media, Sanrio, CICT, Moody's, S&P Global

Market View: US Stocks tumbling start to September, AI stocks sink, Trump Media, Sanrio, CICT, Moody's, S&P Global

What's driving US markets significantly lower on its first trading day of September? Has the AI mania gone too far? How should investors think about investing in AI moving forward? And why was Boeing'...

4 Sep 202420min

Market View: Volkswagen factory closure, China and Japan chip relations, China's record breaking game, Huawei

Market View: Volkswagen factory closure, China and Japan chip relations, China's record breaking game, Huawei

Why is Volkswagen considering closing factories in Germany for the first time in its 87 year history! What impact would China's potential severe economic retaliation against Japan have on its economy?...

3 Sep 202422min

Money and Me: Forget AI. What value stocks should you be looking at today?

Money and Me: Forget AI. What value stocks should you be looking at today?

Dan Koh is joined by Cheng Chye Hsern, Head of Investment, Providend to discuss why investors aren't satisfied with their recent quarterly earnings results, if the market rally is broadening beyond te...

3 Sep 202420min

Money and Me: Home Buying simplified for everyone!

Money and Me: Home Buying simplified for everyone!

Anyone who's gone through the process of homeownership knows how tedious and cumbersome it can be to secure a loan. But can this be simplified? Well, Dan Koh is joined by Marshall Poh, CEO, Moneymap w...

2 Sep 202417min

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