About this podcast
Discussions on global markets, trade ideas, and everything adjacent.
Episodes
The newest 20 of 22 episodes
- The Fed Is Hiking Again: How to Position Your Portfolio Today · 33 min · Episode 19What does the Fed’s return to rate hikes mean for investors? In the latest episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin break down the outlook for rates…
- What Is Portable Alpha? How Institutions Generate Income From Equity Portfolios · 39 min · Season 1 Episode 18What if you could rethink how equity exposure and income work together? In the latest episode of Kurv Your Enthusiasm, Howard Chan, Dominique Tersin, and Steve Sapra break down…
- The AI Memory Revolution: The Next Big AI Investment Theme? · 25 min · Season 1In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin explain why High Bandwidth Memory (HBM) has become essential to AI, what's driving unprecedented demand…
- The Market Story Nobody Is Talking About: SpaceX, Inflation & A New Fed Chair · 33 min · Season 1 Episode 17Join us on this episode of Kurv Your Enthusiasm as we break down one of the most eventful months for markets in recent memory. This episode covers the record-breaking SpaceX IPO…
- Why Markets Keep Rallying Despite Inflation and Higher Rates · 33 min · Episode 17Higher oil. Sticky inflation. Rising yields. Yet markets keep rallying. In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin discuss AI spending, inflation…
- Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing · 30 min · Season 1 Episode 16CEO and Founder of Kurv Investment Management, Howard Chan and Portfolio Manager, Dominique Tersin, discuss current market conditions and dig into: • Oil volatility, the Strait…
- Oil Prices, Market Outlook, and the Story of Kurv · 21 min · Season 1 Episode 15CEO & Founder Howard Chan and Portfolio Manager Dominique Tersin discuss: • The outlook for oil and broader markets • Celebrating 10 ETFs listed on Cboe and ringing the closing…
- Copper, Rotation, and What the Market is Really Signaling · 26 min · Season 1 Episode 14In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Lead Portfolio Manager, Dominique Tersin, dig into the role of #copper as an economic signal, how it…
- From Volatility to Opportunity: How Investors Are Positioning for 2026 · 34 min · Season 1 Episode 13After a volatile stretch for markets, advisors and investors are reassessing both risk and opportunity. In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder Howard Chan…
- 2025 Market Lessons & What’s Coming in 2026 · 33 min · Season 1 Episode 12It’s the final episode of the year, and a good moment to pause, reflect, and look ahead. In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Portfolio…
- Dollar Hedging, Tax-Loss Harvesting & the 2026 Fed Path · 27 min · Season 1 Episode 11It’s that time of year — markets are moving, headlines are flying, and investors are juggling plenty of year-end decisions. In this episode of Kurv Your Enthusiasm, Kurv CEO &…
- Building a Different Kind of Strategy: Gold, Silver, Bitcoin & Beyond · 31 min · Season 1 Episode 10Summary This conversation explores the dynamics of Bitcoin and cryptocurrency markets, focusing on market corrections, the impact of margin trading, and future investment…
- After the rate cut, what does it mean for your portfolio? · 29 min · Season 1 Episode 9Summary In this episode of Kurv Your Enthusiasm, hosts Chris Yang, along with CEO, Howard Chan and lead portfolio manager, Dominique Tersin, discuss the current state of the…
- Tech Sector Resilience Amidst Economic Uncertainty · 39 min · Season 1 Episode 8In this episode, Howard Chan and Dominique Tersin discuss the latest trends in the market, focusing on the recent earnings season, particularly in the tech sector. They analyze…
- Navigating the Tariff Tide: Markets, Sentiment, and Policy Impact · 42 min · Season 1 Episode 7Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dom Tersin discuss the current state of the economy, focusing on recent economic indicators, consumer…
- Volatility Part III: Cboe's Bill O'Keefe on The Evolution of Options Trading · 45 min · Season 1 Episode 6Summary In this episode, Kurv Investment's Howard Chan and Cboe Global Markets' Bill O'Keefe discuss the evolution of options trading, focusing on the role of Cboe in the market…
- Volatility Part II: Extracting the Volatility Premia. Trade and Budget Dual Deficit. · 50 min · Season 1 Episode 5Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss various aspects of investing, focusing on market updates, economic indicators…
- Volatility Part I. Trade Wars. European Defense Spending. · 35 min · Season 1 Episode 4Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss recent market trends, fiscal policies, the implications of tariffs on…
- Jevons Paradox. Tariffs. FX Markets. Carry Trade. · 26 min · Season 1 Episode 3Summary In this episode of Kurv Your Enthusiasm hosts Howard Chan and Dominique Tersin delve into various economic principles and market dynamics, starting with Jevons Paradox…
- AI Outlook. Bitcoin Arbitrage. DeepSeek. Stargate. · 27 min · Season 1 Episode 2Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss the latest trends in investing, focusing on market updates, AI infrastructure…
