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: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Money and Me: Special Guest - Alok Sama the Former President and CFO of SoftBank International

Join Michelle Martin on a special edition of Money and Me, with guest Alok Sama, the former insider at Softbank turned bestselling author of The Money Trap: Lost Illusions Inside the Tech Bubble. Alok...

11 Dec 202422min

Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

Market View: Omnicom, Interpublic, Kroger, Mondelez, Hershey, DBS, Panin Bank, Aims Apac REIT, Oracle, Nvidia, GM, Google, Rigetti Computing, Seatrium, Mapletree Industrial Trust

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, the duo explores the latest in mergers and acquisitions, from Omnicom and Interpublic's $13 billion deal to Mond...

11 Dec 202423min

Money and Me: Forget 10%. Here’s how to achieve 40% annual growth in your investment portfolio

Money and Me: Forget 10%. Here’s how to achieve 40% annual growth in your investment portfolio

One of the fundamentals of investing is starting early. After all, it is through the magic of compounding that allows you to grow your wealth exponentially. But what if you’re into your 40s or 50s? Is...

10 Dec 202422min

Market View: Chinese regulators investigate Nvidia, Oracle dips, AMD, Microsoft, C3.ai,  Eli Lilly, Chinese stocks surge, Sora, India’s jewellery and electronics sector, Google’s quantum computing

Market View: Chinese regulators investigate Nvidia, Oracle dips, AMD, Microsoft, C3.ai,  Eli Lilly, Chinese stocks surge, Sora, India’s jewellery and electronics sector, Google’s quantum computing

Why is Nvidia under investigation by Chinese regulators? What’s dragging Oracle’s shares lower? And what is driving optimism back into Chinese stocks? Find out with Dan Koh and Ryan Huang as they anal...

10 Dec 202425min

Money and Me: Bitcoin Hits $100K, Solana’s Bullet Launch, and Zeta Markets' Role in DeFi

Money and Me: Bitcoin Hits $100K, Solana’s Bullet Launch, and Zeta Markets' Role in DeFi

Hosted by Michelle Martin, this episode of Money and Me dives into the latest milestones in the crypto world with Tristan Frizza, Founder of Zeta Markets. Michelle explores Bitcoin’s record-breaking s...

9 Dec 202417min

Market View: Marco Polo Marine, Union Steel, Hosen Group, DBS, Nvidia, Palantir, Broadcom, TikTok, ST Engineering, Ford, Oshkosh, Yangzijiang Shipbuilding, and more  

Market View: Marco Polo Marine, Union Steel, Hosen Group, DBS, Nvidia, Palantir, Broadcom, TikTok, ST Engineering, Ford, Oshkosh, Yangzijiang Shipbuilding, and more  

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the latest developments in Asia-Pacific markets, including political updates from South ...

9 Dec 202426min

Money and Me: Change what is keeping you broke!

Money and Me: Change what is keeping you broke!

Today Michelle has selected just the book for a financial reset. Founder of financial literacy platform The Simple Sum, Shirley Crystal Chua joins Michelle Martin for a discussion on the platform's ne...

6 Dec 202424min

Market View: Keppel, Amazon, Schneider Electric, Nvidia, Hewlett Packard, Synopsys, Hon Hai, SGX, SingPost, Suntec REIT, Spotify

Market View: Keppel, Amazon, Schneider Electric, Nvidia, Hewlett Packard, Synopsys, Hon Hai, SGX, SingPost, Suntec REIT, Spotify

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Keppel's AI partnership with Amazon, Schneider Electric's collaboration with Nvidia, and...

6 Dec 202423min

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