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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Influence: Women, Power, and Diplomacy with Ambassador Sarah McGrath

Influence: Women, Power, and Diplomacy with Ambassador Sarah McGrath

Welcome to Influence, the podcast that explores the intersection of power, purpose, and personal growth. Hosted by Michelle Martin, this episode honors International Women’s Day with Irish Ambassador ...

14 Mars 20257min

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Market View: Gold, Adobe, LVMH, Remy Cointreau, Pernod Ricard, Ulta Beauty, SingPost, ST Engineering, Jardine Matheson, CDL, Alibaba

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the S&P 500’s correction and gold's historic rise past $3,000. What’s next for gold miners ...

14 Mars 202521min

Money and Me: Can You Become a CPF Millionaire without top-ups?

Money and Me: Can You Become a CPF Millionaire without top-ups?

Hosted by Michelle Martin, this episode explores whether you can become a CPF millionaire solely through contributions with Chuin Ting Weber, CEO and Chief Investment Officer of MoneyOwl. Chuin Ting b...

14 Mars 202525min

Money and Me: Will AI replace me or add to my work?

Money and Me: Will AI replace me or add to my work?

The biggest barriers to change aren't usually about technology, they're human. And if there are major problems with trust involved with the implementation at workplaces, that comes at a cost. Michelle...

13 Mars 202520min

Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Market View: GoTo, Del Monte, CDL, Intel, TSMC, Inditex, Roche, SIA, DFI Retail, Frasers Centrepoint Trust

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street’s rally. Michelle and Ryan unpacks GoTo and Del Monte’s earnings struggles, the resolution of CDL’s...

13 Mars 202518min

Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

Chocolate Finance : Down from a max wait of 10 to 6 working days for withdrawals

MIchelle Martin and Nirgunan Tiruchelvam, Alētheia Capital's Head of Consumer and Internet discuss the latest turns of the Chocolate Finance story On 4 March, users of Chocolate finance learnt they co...

12 Mars 20258min

Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Influence: What is Trump’s Negotiation Playbook – Win-Lose Tactics, Power Plays?

Playing mad, coercion, using exaggeration, what are Trump's negotiation strategies built on? Join Michelle Martin as she explores the effectiveness of win-lose versus win-win strategies and the risks ...

12 Mars 202523min

Money and Me: Extreme Budgeting

Money and Me: Extreme Budgeting

It's a habit that is foundational to building wealth, but does this extreme budgeter think he can repeat tightening his belt the way he did 15 years ago today? How little do you really need to get by ...

12 Mars 202523min

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