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: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering 

Market View: US Election reactions, Palantir, Nvidia, Boeing, Coupang, SIA Engineering 

With the US officially kicking off their election season, what do we understand about how markets are positioning themselves? And what are some areas of the market that can potentially move big on eit...

6 Nov 202415min

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Money and Me: Pet Rock or Deep Value? What the rise of gold means for jewelry stocks

Hosted by Michelle Martin, this episode features Nirgunan Tiruchelvan, Head of Consumer and Internet at Alethia Capital Equity Research. Both explore the implications of record-high gold prices for in...

5 Nov 202413min

Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land

Market View: Palantir, Yum China, Duolingo, Wynn Resorts, SK Hynix, CapitaLand Integrated Commercial Trust, Elite UK REIT, and Hong Kong Land

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode examines mixed trading in Asia-Pacific markets as Tokyo, Seoul, and Sydney react to local and globa...

5 Nov 202416min

Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Market View: What's Buffet Selling and Why? Also hear more on Beng Kuang Marine, Zheneng Jinjiang, Berkshire Hathaway, Apple, Bank of America, Boeing, Nvidia, Intel, Olam, Genting Singapore, Sembcorp Industries, Wilmar International, Thai Beverage, Hong Kong Land, Google

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into Asia-Pacific market movements, analyzing institutional transactions in Beng Kuang Marine...

4 Nov 202423min

Money and Me: The low risk approach to investing when you don't have much to lose 

Money and Me: The low risk approach to investing when you don't have much to lose 

Join Michelle Martin on Money and Me with her guest Elijah Lee, Senior Financial Services Manager, Phillip Securities. This episode explores foundational investment strategies for anyone new to the id...

4 Nov 202425min

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

Money and Me: Can my spouse give me the majority share of our proceedings in a divorce?

The short answer is yes but there are exceptional cases when nefarious intentions behind such divisions are detected. Get legal Insights on divorce and asset division as Michelle Martin speaks with le...

1 Nov 202421min

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Market View: Apple, Amazon, Intel, Meta, Microsoft, Roblox, GoTo, Goodwill Entertainment, Attika Group, Winking Studios, Synagistics, and Starbucks

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, they delve into Asia-Pacific markets' reaction to Wall Street’s overnight losses. Big Tech earnings take center ...

1 Nov 202423min

Market View: Alphabet, Reddit, AMD, Samsung, Hong Kong Land, HSBC, McDonald’s, Boeing, Daiwa, Sheng Siong, Aztech Global, SGX

Market View: Alphabet, Reddit, AMD, Samsung, Hong Kong Land, HSBC, McDonald’s, Boeing, Daiwa, Sheng Siong, Aztech Global, SGX

Join Michelle Martin on her tour of markets!  Drop in on the conversation. Today Michelle Martin and Ryan Huang discuss Alphabet's blowout earnings, Reddit's skyrocketing share price, and AMD's dip. A...

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