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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Money and Me: Drugs Deal a Bad Hand

Money and Me: Drugs Deal a Bad Hand

Pharma stocks plunge as Trump’s 100% tariffs send shockwaves across Asia. Hosted by Michelle Martin, we break down the impact on Singapore’s $4 billion pharma exports, Sumitomo Pharma, CSL, and more. ...

29 Sep 202529min

Market View: Pharma Under Pressure, Trouble in Palm Oil

Market View: Pharma Under Pressure, Trouble in Palm Oil

Palm oil scandal, pharma tariffs, market jitters - what’s next for global investors? Hosted by Michelle Martin with Ryan Huang, we unpack Wilmar International’s corruption fallout, Donald Trump’s 100%...

29 Sep 202522min

Influence: Egon Marzaioli on expanding to Fortuna Terrazza

Influence: Egon Marzaioli on expanding to Fortuna Terrazza

Fresh lemon-blue colours and sweet treats await you at the newest Italian breakfast spot in Singapore. The queue outside of Fortuna Italian Trattoria - fully booked for about a year and half since its...

24 Sep 202515min

Money and Me: Is Luxury Senior Housing Singapore’s Next Big Trend?

Money and Me: Is Luxury Senior Housing Singapore’s Next Big Trend?

Singapore is on track to hit super-aged status next year, and the housing market is bracing for change. Hosted by Michelle Martin, today’s show dives into the launch of Perennial Living’s private luxu...

24 Sep 202519min

Market View: Baby Shark IPO, Micron Earnings, Gamuda & More

Market View: Baby Shark IPO, Micron Earnings, Gamuda & More

Can the viral power of Baby Shark turn into long-term investor value? Hosted by Michelle Martin with Ryan Huang, today’s Market View dives into Pinkfong’s Seoul IPO ambitions and whether Korea’s cultu...

24 Sep 202525min

Influence: From Corporate Life to Mission - Martine Shin on Building Timo & Farmers

Influence: From Corporate Life to Mission - Martine Shin on Building Timo & Farmers

Martine Shin, founder of Timo & Farmers, joins Influence to share how her family’s organic blueberry farm in South Korea inspired a business bringing Korea’s best seasonal produce to Singaporean doors...

23 Sep 202522min

Money and Me: SREITs in the Spotlight — Rate Cuts, New Indices, and the Next Wave of Growth

Money and Me: SREITs in the Spotlight — Rate Cuts, New Indices, and the Next Wave of Growth

How could the new iEdge Singapore Next 50 Indices reshape valuations, visibility, and investor opportunities. Hosted by Michelle Martin, this episode dives into how the Next 50 indices could unlock l...

23 Sep 202521min

Market View: Beyond Gold — Surging Metals & Insider Selling

Market View: Beyond Gold — Surging Metals & Insider Selling

Gold at record highs, silver at a 14-year peak - are we in a new commodities supercycle? Hosted by Michelle Martin with Ryan Huang, we break down what’s driving the surge in gold, silver, and even cop...

23 Sep 202524min

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