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.

Money and Me: Buying China in One Click - From A500 ETFs to the Six AI Tigers
22:31

Market View: Pharma Shockwaves, Singtel’s Deal Buzz & Big Tech’s Slide
22:23

READ: The Sound of S-C-H by Danielle Lim
22:06