Money and Me: Higher Rates and Investors Positioning
About this episode
Michelle Martin discusses the implications of US interest rates and investor strategies with Simon Ree.
For much of 2026, investors have been waiting for US interest rates to fall. After Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole debut, should they be preparing for another hike instead? Michelle Martin speaks with Simon Ree, Founder of Tao of Trading, about what Warsh’s inflation-first message could mean for the Fed’s next move, why Christopher Waller could provide the next important signal, and where a renewed higher-rate environment could hit Treasuries, the US dollar, equities and the Singapore dollar. Plus, why does Simon like the Health Care Select Sector SPDR Fund (XLV), what are the risks, and why might Singapore investors consider the Ireland-domiciled IUHC instead? See omnystudio.com/listener for privacy information.
More episodes of Live Well with Michelle
- Market View: Lululemon Plunges, S-REITs vs Banks, Nvidia’s $13B AI Bet & Why the Dutch Are Moving Gold
- Advanced Diagnostic Tests the Super Health-Conscious are opting for
- Money and Me: BTO Ceiling at $16K, More Homes Coming: Is Singapore Turning Into a Buyer’s Market?
- Market View: Is Singapore Still the World’s Busiest Port? Plus, Is the AI Data Centre Boom Running Into a Lending Wall?
- AstraZeneca enabling precision diagnostics across Asia
- Market View: Musk vs Altman Escalates, ComfortDelGro’s Copenhagen Win & Is the Fed About to Hike?
Explore listener stats, chart rankings, contacts and more on the Live Well with Michelle podcast page.