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.

Avsnitt(3723)

Read: Man Up! 

Read: Man Up! 

A hopeful new book filled with stories about men bravely surviving serious medical battles will soon hit bookshelves in Singapore. Men are more likely to service their cars than schedule a health chec...

27 Aug 202516min

Market View: SEA vs DBS – A Changing of the Guard

Market View: SEA vs DBS – A Changing of the Guard

Who holds the crown as Singapore’s most valuable company — DBS or Sea Limited? Hosted by Michelle Martin with Ryan Huang, we dive into the rivalry between banking and e-commerce giants. We unpack the ...

27 Aug 202522min

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Money and Me: Private Equity Outlook for Singapore and South-East Asia

Private equity is at a turning point in 2025, and investors are watching closely. Globally, deal value has jumped 19% in the first half, signaling renewed momentum. Here in Southeast Asia, while fundr...

26 Aug 202524min

Market View: Split That Soda & Sell Those Shoes?

Market View: Split That Soda & Sell Those Shoes?

Big deals are shaking up the beverage and sports worlds! Keurig Dr Pepper takes on JDE Peet in an $18 billion reset, while Puma might be changing owners. Intel gets caught up in a political tug-of-war...

26 Aug 202526min

Market View: Insider Moves, Intel’s Big Buy & Netflix’s K-Pop Craze

Market View: Insider Moves, Intel’s Big Buy & Netflix’s K-Pop Craze

Who’s buying, who’s selling — and what do the deals reveal? Hosted by Michelle Martin with Ryan Huang, we break down Keppel’s bold share buybacks, Metro Holdings’ director trades, and Q&M Dental’s unu...

25 Aug 202526min

Money and Me: DBS at $50, PropNex at Records, and ST Engineering's stellar performance

Money and Me: DBS at $50, PropNex at Records, and ST Engineering's stellar performance

How does an investor make sense of market signals? DBS crosses the $50 milestone — but should investors chase momentum or take profit? Hosted by Michelle Martin, this episode features Willie Keng, Fou...

25 Aug 202524min

 Influence: Women, Boards & the Boost of Sponsorship

 Influence: Women, Boards & the Boost of Sponsorship

What does it really take for women to make it to the boardroom? Hosted by Michelle Martin Guest: Jovina Ang, Director of Communication and Board Member, this episode examines the hidden rules of board...

22 Aug 202519min

Money and Me: Have you Maximised your 30–50 Wealth Window?

Money and Me: Have you Maximised your 30–50 Wealth Window?

Retirement isn’t dead—but it may be reinventing itself before our eyes. Hosted by Michelle Martin, this episode examines why 13% of retirees are heading back to work in 2025 and what it means for the ...

22 Aug 202523min

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