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: Unlocking Real Estate Credit with RealVantage

Money and Me: Unlocking Real Estate Credit with RealVantage

What if the smartest real estate play isn’t buying buildings, but financing them? In this episode, we dive into the rising world of real estate credit, an asset class delivering stable income in today...

19 Aug 202518min

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Market View: Intel’s $2B Boost, Nio’s Singapore Drive, and Judy Faulkner’s Epic Tale

Intel’s turnaround story just got bigger—SoftBank is investing $2 billion while the U.S. government may take a 10% stake. Nio is steering its EVs into Singapore for the first time, widening its global...

19 Aug 202524min

Money and Me: Riding Record Highs – Where’s the Yield Now?

Money and Me: Riding Record Highs – Where’s the Yield Now?

Wall Street’s on fire — global indices are smashing records while Singapore’s STI breaks 4,200 for the first time. Hosted by Michelle Martin, this episode asks what’s fueling the rally: Fed rate cut h...

18 Aug 202519min

Market View: Stocks on the Run – Spotify, Sunrun & More  

Market View: Stocks on the Run – Spotify, Sunrun & More  

Wells Fargo names its top stock picks, but are they really set to sprint ahead? Hosted by Michelle Martin with Ryan Huang, this episode dives into the investment bank’s spotlight on Spotify, Sunrun, N...

18 Aug 202511min

Money and Me: How to Tame Your Money Monster

Money and Me: How to Tame Your Money Monster

Are your early life experiences shaping how you relate to money? Are you avoiding facing the reasons behind why you find yourself in the same money messes repeatedly? Hosted by Michelle Martin, this e...

15 Aug 202519min

Market View: Buffett’s New Bet, China’s E-Commerce Clash, and Intel’s Surprise Lift

Market View: Buffett’s New Bet, China’s E-Commerce Clash, and Intel’s Surprise Lift

Big names are making bold moves, and markets are reacting. Hosted by Michelle Martin with Ryan Huang, today’s episode breaks down Berkshire Hathaway’s latest portfolio addition — UnitedHealth Group — ...

15 Aug 202523min

Money and Me: 3 different ways of using CPF Nomination and is the cherished idea behind 1M65 still attainable?

Money and Me: 3 different ways of using CPF Nomination and is the cherished idea behind 1M65 still attainable?

Lump sum cash or a drip approach to your CPF funds? After you pass, have you decided how you would like your CPF funds disbursed? Michelle Martin walks you through the myths, strategies and considerat...

14 Aug 202522min

Market View: Tencent’s AI Push, GoTo’s Turnaround, and Singapore Earnings in Focus

Market View: Tencent’s AI Push, GoTo’s Turnaround, and Singapore Earnings in Focus

Earnings season heats up in Asia as Tencent posts double-digit profit growth, fuelled by its AI-powered advertising, gaming, and Weixin upgrades, while GoTo marks its fourth straight profitable quarte...

14 Aug 202522min

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