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: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Money and Me: Trump’s Tariff U-turn strategy benefits, what Deepseek means for investing in AI

Hosted by Michelle Martin who invites Arun Pai to this episode to unpack Trump’s 10% tariff on Chinese imports and the closure of the "de minimis" loophole. What do the moves mean for US interests? Th...

6 Feb 202523min

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Market View: CapitaLand China Trust, Ford, Disney, LG CNS, Qualcomm, Toyota, Novo Nordisk, GSK, SGX, Microstrategy

Join Michelle Martin on her tour of markets! Asia-Pacific markets rise as investors take cues from Wall Street. Hosted by Michelle Martin with Ryan Huang, the episode dissects earnings from CapitaLand...

6 Feb 202521min

Money and Me: Personal Finance 101 for gig workers in 2025

Money and Me: Personal Finance 101 for gig workers in 2025

Hosted by Michelle Martin, this episode explores the financial impact of Singapore’s Platform Workers Act with Elijah Lee, Senior Financial Services Manager at Phillip Securities. How will mandatory C...

5 Feb 202524min

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Market View: Alphabet, AMD, Keppel, Grab, GoTo, Spotify, Estee Lauder, Mattel, Sirius XM, Venture Corp, SATS, Sembcorp, DFI Retail

Join Michelle Martin on her tour of markets! Asia-Pacific markets trade higher following Wall Street gains. Hosted by Michelle Martin with Ryan Huang, the duo unpacks Alphabet’s and AMD’s earnings sel...

5 Feb 202520min

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Money and Me: AI’s Impact on Careers, Business Value, and Industry Disruption with Professor Jason Davis

Michelle Martin explores how businesses can thrive in the AI era with Professor Jason Davis, Associate Professor of Entrepreneurship and Family Enterprise at INSEAD. Discover how businesses are lever...

4 Feb 202523min

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Market View: Samsung, Palantir, SingPost, mm2 Asia, Keppel Pacific Oak US REIT, Lendlease Global REIT, Suntec REIT, Stellantis, General Motors, SingTel, Seatrium, DFI Retail, Wilmar International

Join Michelle Martin on her tour of markets! Asia-Pacific stocks rebound as US tariffs on Canada and Mexico are paused, but new levies on China loom. Michelle and Ryan examine the impact on Stellantis...

4 Feb 202520min

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Money and Me: AI winners and losers given Deepseek Disruption, surprise week for US office REITS listed in SG

Amidst an escalating trade war as President Trump imposes tariffs, triggering significant market declines, what does China's DeepSeek AI's disruptive force mean for the AI infrastructure investment th...

3 Feb 202520min

Read: Bring your best self forward in 2025

Read: Bring your best self forward in 2025

What's the power of presence? How can you unlock your influence? Michelle Martin shares her booklist for resources to help you manage your presence.See omnystudio.com/listener for privacy information...

3 Feb 20253min

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