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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Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Market View: Oil, AI & the Long Game - From Venezuela to Vegas

Oil shocks, AI momentum, and record markets - but the real story is who’s positioned to win when geopolitics meets capital. Wall Street rallies as energy stocks surge after US action in Venezuela, put...

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Money and Me: How do smart investors choose when to react or relax?

Money and Me: How do smart investors choose when to react or relax?

The biggest threat to your money in 2025 wasn’t what everyone was shouting about, it was your reaction to them. As markets whipsawed through tech shocks, AI scares, and policy pivots, many investors h...

5 Jan 21min

Market View: Oil Shocks, EV Power Plays & the Bull Market Balancing Act

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A geopolitical shock meets market momentum as oil, EVs, and equities collide. The arrest of Venezuela’s leadership puts energy markets back in the global spotlight. Which EV maker has overtaken Tesla?...

5 Jan 19min

Money and Me: Retire With More Money

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Why do intelligent, hard-working people still struggle financially in retirement — and what do they miss along the way? Straits Times Invest Editor, Tan Ooi Boon and author of Retire With More Money d...

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Market View: Pills, Warships & Copper at Record Highs

Market View: Pills, Warships & Copper at Record Highs

Asia’s markets are mixed this Christmas Eve - but beneath the calm, powerful themes are moving capital fast as investors weigh healthcare breakthroughs, defence spending, and surging commodities. Novo...

24 Dec 202519min

Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

Money and Me: All you need to know about  Nasdaq's 23 hour cycle and AI's next chapter beyond the cloud

Markets are shifting fast - not just what you invest in, but how you stay ahead when trading never stops. As NASDAQ moves toward a 23-hour trading day, investors face a world that’s always-on, faster,...

23 Dec 202521min

Market View: AI Winners, Gold Fever & a Streaming Power Play

Market View: AI Winners, Gold Fever & a Streaming Power Play

Tech stocks lift Wall Street, but AI is creating both breakout winners and deep value traps. Investors grapple with whether laggards like Adobe, Salesforce and GoDaddy are bargains or warnings. Gold a...

23 Dec 202523min

Read: The Art of Spending Money by Morgan Housel

Read: The Art of Spending Money by Morgan Housel

Listen in on a conversation around a practical approach to managing your wealth while finding meaning in life. Michelle Martin speaks with Craig Pearce publisher of "The Art of Spending Money " by Mo...

22 Dec 202512min

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