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: Nvidia, Qualcomm, Intel, Lululemon, CrowdStrike, Changi Business Park, and Yangzijiang Financial

Market View: Nvidia, Qualcomm, Intel, Lululemon, CrowdStrike, Changi Business Park, and Yangzijiang Financial

Michelle Martin and Ryan Huang discuss how AI enthusiasm is propelling US stocks to new heights, with Nvidia leading the charge. They delve into Qualcomm and Intel's efforts to compete in the chip sec...

6 Juni 202420min

Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

Market View: US jobs data, Stock pickers vs Market benchmark, Intel, Warner Brothers Discovery, Cisco, HPE, India's general election

What does this latest US job data suggest about the Federal Reserve's interest rate trajectory? Can stock pickers with a high-risk strategy beat the market benchmark? And despite a widely expected win...

5 Juni 202421min

Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Market View: Berkshire Hathaway, Barrick Gold, Abbott Laboratories, Bank of Montreal, GameStop, General Motors, Salesforce, Squarespace, Applied Materials, Texas Roadhouse, GSK, Hertz, Spotify, Arm, DFI Retail

Michelle Martin leads with news that may have made investors leap for joy before the cold realisation that they could not profit from a glitch. Hear Michelle and Ryan discuss the New York Stock Exchan...

4 Juni 202422min

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Money and Me: Ether Spot ETF's impact on Eth, Altcoins, Bitcoin

Now that the SEC has paved the way for applications from various exchanges to list eight different ether funds, what does this mean for Eth and the wider crypto market? Does this mark a change in sent...

4 Juni 202421min

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Market View: Jardine Cycle & Carriage, Caesars Entertainment, Tesla, Nio, Saudi Aramco, Qantas, Dell, Trip.com, AEM, Paragon REIT, DBS

Hosted by Michelle Martin with Ryan Huang; we begin this Monday morning with the world of director deals and institutional trades. Discover the latest insider activities at Jardine Cycle & Carriage an...

3 Juni 202421min

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Read: Public Subsidy, Private Accumulation: The Political Economy of Singapore's Public Housing by Chua Beng Huat

Noted Sociologist Chua Beng Huat takes us beyond the pages of his latest book in this discussion on public housing, wealth transfer, changing aspirations and as a vehicle for social equity in this con...

3 Juni 202420min

Money and Me: This COO started investing at 22

Money and Me: This COO started investing at 22

Hosted by Michelle Martin with Jackson Ng, COO of Azimut Investment Management, this episode explores Jackson's personal investment journey and philosophy. Learn how to navigate the myriad of asset cl...

31 Maj 202426min

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Market View: Google, Foot Locker, Kohl's, Gap, Old Chang Kee, AEM, Mapletree Industrial Trust, Mapletree PanAsia Commercial Trust, Mapletree Logistics Trust, Moderna, Unusual Entertainment, GP Industries, SATS, DFI Retail, Nike

Hosted by Michelle Martin with Ryan Huang, this episode explores the biggest themes impacting global markets, focusing on artificial intelligence and its demands on data centers. Discover Google's $2 ...

31 Maj 202423min

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