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(3732)

Money and Me: How to get started investing in the UK housing market

Money and Me: How to get started investing in the UK housing market

No ADB on her second property, areas that are coming into "regeneration" and interest-only mortgages are part of the reason this investor has gone from 1 - 15 properties in the UK. While she first bou...

21 Feb 202525min

Scam Alert: Someone tried a scam on me

Scam Alert: Someone tried a scam on me

Michelle Martin shares how she avoided being scammed over the phone.See omnystudio.com/listener for privacy information.

21 Feb 20252min

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Market View: Singapore Airlines, Genting Singapore, Alibaba, Ant Group, Walmart, Rivian, Shake Shack, Amazon, Seatrium, StarHub, SingPost, Wilmar, Far East Hospitality Trust, CapitaLand Investment, Sembcorp Industries, Yangzijiang Shipbuilding

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they dive into Singapore Airlines’ record revenues and Genting Singapore’s profit slump. Discover Alibaba’s impr...

21 Feb 202525min

Money and Me: $600k or $1 million needed to retire?

Money and Me: $600k or $1 million needed to retire?

How much do you really need to be able to spend with ease when you retire? $600 thousand or $1 million dollars? What if the answer was much less? Michelle Martin speaks with Invest Editor at the Stra...

20 Feb 202518min

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Market View: Prime US REIT, Manulife US REIT, United Hampshire US REIT, Sasseur REIT, Microsoft, Apple, Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, Wilmar International

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, as both break down Asia-Pacific markets, which have been trading lower amid US tariff concerns. Dive into REIT W...

20 Feb 202525min

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

Money and Me: What to consider when investing at All-Time Highs & Korea’s Noodle Boom

As markets hit record highs, should investors buy now or wait for a pullback? What do the historical numbers say about the probability of pullbacks? Are there ETF's that do well when markets reach ATH...

19 Feb 202525min

Market View: UOB, DBS, OCBC, Baidu, Intel, Nike, Parkson Retail Asia, mm2 Asia, ST Engineering, Hong Kong Land, and Captain America’s Box Office Battle

Market View: UOB, DBS, OCBC, Baidu, Intel, Nike, Parkson Retail Asia, mm2 Asia, ST Engineering, Hong Kong Land, and Captain America’s Box Office Battle

Join Michelle Martin on her tour of markets! Asia-Pacific indices are trading mixed as investors react to the RBA’s first rate cut in four years. Hosted by Michelle Martin with Ryan Huang, this episod...

19 Feb 202521min

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Has your CPF account closed already because you turned 55 this year? Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55. Should you keep your money in the 2.5% ear...

18 Feb 202522min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
lastbilspodden
fill-or-kill
avanzapodden
rss-inga-dumma-fragor-om-pengar
borsmorgon
rss-kort-lang-analyspodden-fran-di
dynastin
market-makers
affarsvarlden
tabberaset
24fragor
rss-dagen-med-di