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: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Market View: Wilmar, Southern Alliance Mining, ABR Holdings, Nvidia, Samsung, CapitaLand Ascott Trust, Paragon REIT, SGX, and Zomato

Michelle Martin goes on her daily tour of markets noting first the strong start of Asia-Pacific stocks this Monday. Michelle is joined by Ryan Huang as both discuss the latest director deals in Wilmar...

25 Nov 202424min

Money and Me: Best air miles credit card you’d want today

Money and Me: Best air miles credit card you’d want today

The holiday season is upon us and that means a ton of spending is about to take place for those travelling or shopping for the festivities! But as you spend responsibly, how can you take advantage of ...

22 Nov 202424min

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Market View: Morgan Stanley bullish on US, Gautam Adani impact on India’s economy, Apple, Gap, Bitcoin, Microstrategy, PDD, Baidu, Singapore’s GDP growth forecast

Why does Morgan Stanley think that the US economy is set to outperform in 2025? What do you need to understand about Gautam Adani’s latest US fraud charges and its implications on the broader Indian e...

22 Nov 202427min

Money and Me: Data Centred S-REITs; here is what you need to know 

Money and Me: Data Centred S-REITs; here is what you need to know 

Join Michelle Martin as she explores the buzzing S-REITs sector with a focus on data centres! Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Independent Financial Advisor, who sta...

21 Nov 202424min

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Market View: Nvidia, Microsoft, Oracle, OpenAI, Target, Walmart, Adani Enterprises, Nio, Comcast, Snowflake, MTR, Tokyo Metro, Sumitomo, SingTel, DFI Retail, and Hello Kitty is how old?

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode explores Nvidia's stellar growth and its new AI chip, Blackwell, alongside insights into its earnin...

21 Nov 202421min

Money and Me: Constructing your real estate portfolio with AI

Money and Me: Constructing your real estate portfolio with AI

Across the board, artificial intelligence is revolutionising how businesses operate and how we make decisions. Today, it is also changing the real estate landscape, with many property investors using ...

20 Nov 202423min

Market View: Walmart hikes outlook, Lowe's earnings beat, Xpeng, Merck, Microsoft, Frencken, Singapore Data centres, Resort World Sentosa, Markets reaction to Putin's nuclear doctrine

Market View: Walmart hikes outlook, Lowe's earnings beat, Xpeng, Merck, Microsoft, Frencken, Singapore Data centres, Resort World Sentosa, Markets reaction to Putin's nuclear doctrine

Which company pulled the US markets higher? How are markets reacting to Russian President Vladmir Putin's nuclear doctrine? What's the latest on the S-REITs acquisition front? Learn more with Michelle...

20 Nov 202421min

Read: The Power of Agency by Fred Miller and Judith Katz

Read: The Power of Agency by Fred Miller and Judith Katz

Hosted by Michelle Martin, this episode dives into The Power of Agency by Fred Miller and Judith Katz, who bring over 100 years of leadership expertise to the table. They've written an essential guide...

19 Nov 202424min

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