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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Market View: US Markets defying the odds in August, Buffett trims stake in BofA, Gold prices, Alibaba

Market View: US Markets defying the odds in August, Buffett trims stake in BofA, Gold prices, Alibaba

How did markets in the month of August go from a selling spree to its fourth consecutive month of gains? Why is Warren Buffett cutting stakes in the Bank of America? And what is the world's fastest gr...

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Market View: US economy Q2 performance, September effect, Ulta, Lululemon, US Dollar, Dell, OpenAI, GuocoLand, Japan inflation data

Market View: US economy Q2 performance, September effect, Ulta, Lululemon, US Dollar, Dell, OpenAI, GuocoLand, Japan inflation data

How exactly did the US economy perform in the second quarter of 2024? What do investors need to know about the September effect? Which laggards are likely to be strong beneficiaries of the potential S...

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Money and Me: 4.2% for your first 20K, 3.5% targeted for the rest of your cash - what you need to know about Chocolate Finance

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No lock-ins and no fees.so how does Chocolate Finance offer such delicious yields? One year on from its beta-launch and 28 days into opening doors to the public, Money and Me's Michelle Martin dives i...

29 Aug 202421min

Market View: Nvidia, Berkshire Hathaway, Lego, Abercrombie & Fitch, Victoria’s Secret, Super Micro, HP, and CrowdStrike in Focus

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Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest earnings from Nvidia, the chipmaker fueling the AI revolution, and Berkshire ...

29 Aug 202417min

Money and Me: Do Thai Consumer Stocks have room to run?

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Could Thai consumer stocks - currently trading at more than two standard deviations from their 10 mean EV/EBITDA valuation - benefit from determined fiscal measures following the election of 37 year-o...

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Market View: Nordstrom, Macy's, Bloomingdale's, Super Micro Computer, Seven & I, 7-Eleven, SpaceX, BYD, Huawei

Market View: Nordstrom, Macy's, Bloomingdale's, Super Micro Computer, Seven & I, 7-Eleven, SpaceX, BYD, Huawei

Join Michelle Martin on her tour of markets! Join Michelle Martin with Ryan Huang; this episode dives into Nordstrom’s impressive earnings, Hindenburg’s latest target—Super Micro Computer, and the pot...

28 Aug 202423min

Money and Me: Crypto Money Laundering, Chainalysis Insights, and the Future of Regulation

Money and Me: Crypto Money Laundering, Chainalysis Insights, and the Future of Regulation

Michelle Martin invites Chengyi Ong, Head of APAC Policy at Chainalysis to explore the evolving scale of crypto money laundering and the trends that investors and institutions need to watch in 2024. C...

27 Aug 202418min

Market View: Tokyo Metro, Kioxia, Pinduoduo, Temu, SpaceX, Boeing, SingTel, Telegram, SGX, Halcyon Agri

Market View: Tokyo Metro, Kioxia, Pinduoduo, Temu, SpaceX, Boeing, SingTel, Telegram, SGX, Halcyon Agri

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang. Dive into Tokyo Metro and Kioxia’s IPOs, Pinduoduo’s $50 billion loss, and the latest developments in the US mar...

27 Aug 202422min

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