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(3726)

Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Money and Me: Running Hot — Trump, Trade Wars & Tactical Trades with Simon Ree

Is Trump stoking the economic furnace ahead of the midterms—and what does that mean for your portfolio? Hosted by Michelle Martin, this episode of Money and Me features veteran trader Simon Ree, found...

4 Aug 202513min

Market View: Buffett, Apple, and AI TV — Big Bets, Big Questions

Market View: Buffett, Apple, and AI TV — Big Bets, Big Questions

What’s going on with Warren Buffett’s Berkshire Hathaway — and is its golden era fading? Hosted by Michelle Martin with Ryan Huang, this episode of Market View dives into underwhelming earnings, Kraft...

4 Aug 202524min

Money and Me: Relooking China - why it matters now

Money and Me: Relooking China - why it matters now

Is China uninvestible—or a misunderstood giant in your portfolio strategy? Michelle Martin dives deep with Seow Kek Wee, CIO of Unicorn, to uncover the real story behind China’s markets. Despite headl...

1 Aug 202524min

Market View: Apple vs Amazon, Local Blue Chips, and Tariff Tremors

Market View: Apple vs Amazon, Local Blue Chips, and Tariff Tremors

Apple surprises Wall Street, but Amazon stumbles—what’s behind the market mood swing? Michelle Martin and Ryan Huang dive into Apple’s $24B quarter, Amazon’s cloudy outlook, and Singapore earnings fro...

1 Aug 202526min

Money and Me: The Cash Conundrum

Money and Me: The Cash Conundrum

Is cash still king—or just an underperforming subject? Cash offers safety and flexibility, but it also risks being eroded by inflation and market opportunity costs. Michelle Martin explores how to sma...

31 Juli 202518min

Market View: Tech Earnings Pop!

Market View: Tech Earnings Pop!

Big Tech beats the street — what’s next for markets? Meta and Microsoft impress with massive earnings jumps and post-session stock surges. We break down the AI-powered momentum behind Meta’s 11% leap ...

31 Juli 202523min

READ: Rewrite the Way You Lead — Inside the HAPPY System™ with Avni Martin

READ: Rewrite the Way You Lead — Inside the HAPPY System™ with Avni Martin

In this episode of READ, hosted by Michelle Martin, meet Avni Martin, Founder of Wasambe Coach Training School and author of Happy Ever After. Discover the HAPPY System™, her coaching framework that ...

30 Juli 202522min

Money and Me: Is this China's Turnaround Moment?

Money and Me: Is this China's Turnaround Moment?

Is it time to rethink the China narrative? After years of investor pessimism, the Hang Seng Index is up over 22% in 2025—but is this rally for real, or just a mirage? From innovation in EVs and AI to ...

30 Juli 202521min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-kort-lang-analyspodden-fran-di
borsmorgon
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-den-nya-ekonomin
dynastin
rss-inga-dumma-fragor-om-pengar
rss-veckans-trade