Kurv Your Enthusiasm

Kurv Investment Management
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Discussions on global markets, trade ideas, and everything adjacent.

  1. Copper, Rotation, and What the Market is Really Signaling

    24 FEB

    Copper, Rotation, and What the Market is Really Signaling

    In 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 ties into ongoing market rotation, and what investors may be missing beneath the surface. 🎧 Watch more episodes: https://bit.ly/4paHeoF 💡 Learn more about Kurv ETFs: kurvinvest.com

    26 min
  2. From Volatility to Opportunity: How Investors Are Positioning for 2026

    31 JAN

    From Volatility to Opportunity: How Investors Are Positioning for 2026

    After 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 and Portfolio Manager Dominique Tersin discuss: • The macroeconomic backdrop driving recent market activity • The surge in precious metals and the role gold and silver can play in portfolios during periods of volatility • The case for copper • Why Q1 2026 may be more constructive than many investors expect • How investors are thinking about portfolio positioning looking ahead 🎧 Watch more episodes: https://bit.ly/4paHeoF 💡 Learn more about Kurv ETFs: kurvinvest.com

    34 min
  3. 2025 Market Lessons & What’s Coming in 2026

    17/12/2025

    2025 Market Lessons & What’s Coming in 2026

    It’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 Manager, Dominique Tersin, unpack: • Key market lessons from 2025 • What surprised investors this year • Themes and risks to watch as we head into 2026 Learn more about Kurv ETFs: kurvinvest.com

    33 min
  4. Dollar Hedging, Tax-Loss Harvesting & the 2026 Fed Path

    15/11/2025

    Dollar Hedging, Tax-Loss Harvesting & the 2026 Fed Path

    It’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 & Founder Howard Chan and Portfolio Manager Dominique Tersin break down: • The government reopening and what it could mean for markets • Dollar hedging and global macro trends • End-of-year tax loss harvesting • The Fed’s outlook heading into 2026 🎧 Watch more episodes: https://bit.ly/4paHeoF 💡 Learn more about Kurv ETFs: kurvinvest.com

    27 min
  5. Building a Different Kind of Strategy: Gold, Silver, Bitcoin & Beyond

    20/10/2025

    Building a Different Kind of Strategy: Gold, Silver, Bitcoin & Beyond

    Summary This conversation explores the dynamics of Bitcoin and cryptocurrency markets, focusing on market corrections, the impact of margin trading, and future investment strategies. Howard Chan discusses how market fluctuations affect investor behavior and the importance of understanding risk in trading. The conversation also delves into the uncertain yet promising future of cryptocurrency, emphasizing the need for education and diversification in investment approaches.

    31 min
  6. After the rate cut, what does it mean for your portfolio?

    23/09/2025

    After the rate cut, what does it mean for your portfolio?

    Summary 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 markets, focusing on inflation, the recent Fed rate cut, and its implications for various asset classes. They explore the potential for stagflation, the impact of rate cuts on everyday investors, and the role of alternative income strategies in a falling rate environment. The conversation also touches on the effects of a weaker dollar on multinationals, currency risk in portfolios, and the influence of geopolitics and tariffs on corporate margins. The episode concludes with insights on market highlights and future trends. Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesky, IG, and Threads at @kurvinvest Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 9/18/2025. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

    29 min
  7. Tech Sector Resilience Amidst Economic Uncertainty

    04/09/2025

    Tech Sector Resilience Amidst Economic Uncertainty

    In 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 the impact of tariffs, the growth of AI infrastructure, and the performance of various asset classes, including gold. The conversation also delves into economic indicators, inflation trends, and the labor market, providing insights into the potential actions of the Federal Reserve regarding interest rates. The hosts conclude with their outlook for the remainder of the year and strategies for positioning in the current market environment. Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesky, IG, and Threads at @kurvinvest Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 9/2/2025. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.

    39 min
  8. Navigating the Tariff Tide: Markets, Sentiment, and Policy Impact

    12/06/2025

    Navigating the Tariff Tide: Markets, Sentiment, and Policy Impact

    Summary 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 sentiment, and the implications of government spending and budget deficits. They analyze market reactions to these developments and share insights on investment strategies in a volatile environment. The conversation concludes with an outlook on global markets and asset classes, emphasizing the importance of adapting to changing economic conditions. Chapters 00:00 Introduction and Market Overview 04:53 Economic Indicators and Consumer Sentiment 08:40 Budget Deficits and Government Spending 11:15 Market Reactions to Economic Data 24:09 Volatility Strategies and Market Positioning 35:02 Outlook on Global Markets and Investment Strategies Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 6/11/2025.

    42 min
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About

Discussions on global markets, trade ideas, and everything adjacent.

Information

  • Creator
    Kurv Investment Management
  • Years Active
    2024 - 2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © Kurv Investment Management 2025
  • Show Website
    Kurv Your Enthusiasm