Curio Compass

Curio Capital Management

The market is always moving, but what actually matters for long-term investors? Each week, Curio Capital Management founder Dustin Terry and Director of Research Mike Zaccardi examine the forces driving markets and what they could mean for long-term investment outcomes. You’ll hear thoughtful, research-driven conversations that challenge consensus, look beyond the headlines, and separate meaningful signals from short-term noise. From shifting economic conditions and market volatility to emerging investment themes and changing investor behavior, Curio Compass brings curiosity and context to the questions that matter most. Tune in each week and gain a more informed perspective on the markets, the economy, and the road ahead. Disclosure: Curio Compass is intended for informational and educational purposes only. Curio Capital Management and the hosts of Curio Compass may own positions in securities or other investment products mentioned on this podcast. The opinions expressed by the hosts and guests are their own and do not necessarily reflect those of Curio Capital Management. Nothing discussed on this podcast should be considered investment, legal, tax, or financial advice. All investing involves risk, and listeners should consult their own professional advisors before making financial decisions.

Episodes

  1. 3d ago

    EP 1: Markets Near Highs, Treasury Moves, and the AI Trade

    Episode #1: Markets Near Highs, Treasury Moves, and the AI Trade  Markets continue to climb despite a constant stream of headlines about interest rates, inflation, government policy, and geopolitical uncertainty.  What You'll Learn:  Why markets have remained resilient despite rising Treasury yields. What Treasury Secretary Scott Bessent's bond-buying announcement could mean for investors. Why gold and Bitcoin have surged and how they fit into a diversified portfolio. The relationship between interest rates, mortgage rates, and housing affordability. Why today's interest-rate environment may be more normal than many investors realize. What historical market seasonality suggests heading into the fall and midterm election cycle.   Ideas Worth Sharing:  "There's always going to be scary-sounding headlines, but when you actually look at the data and the trends, that can tell a different story." — Mike Zaccardi  "Price is the only thing that pays." — Dustin Terry  "It's not so much the level of interest rates that's important. It's how quickly you get there." — Mike Zaccardi    About Curio Compass  Curio Compass is a weekly market and economic commentary podcast from Curio Capital, focused on helping investors cut through the noise, understand what's driving markets, and stay focused on long-term investment success.    Disclosure:  Curio Compass is intended for informational and educational purposes only. Curio Capital Management and the hosts of Curio Compass may own positions in securities or other investment products mentioned on this podcast. The opinions expressed by the hosts and guests are their own and do not necessarily reflect those of Curio Capital Management.   Nothing discussed on this podcast should be considered investment, legal, tax, or financial advice. All investing involves risk, and listeners should consult their own professional advisors before making financial decisions.     Resources:  Dustin Terry: LinkedIn | X Mike Zaccardi: LinkedIn | X Curio Capital Management: Website | LinkedIn | X Founder's Fortune by Dustin Terry

About

The market is always moving, but what actually matters for long-term investors? Each week, Curio Capital Management founder Dustin Terry and Director of Research Mike Zaccardi examine the forces driving markets and what they could mean for long-term investment outcomes. You’ll hear thoughtful, research-driven conversations that challenge consensus, look beyond the headlines, and separate meaningful signals from short-term noise. From shifting economic conditions and market volatility to emerging investment themes and changing investor behavior, Curio Compass brings curiosity and context to the questions that matter most. Tune in each week and gain a more informed perspective on the markets, the economy, and the road ahead. Disclosure: Curio Compass is intended for informational and educational purposes only. Curio Capital Management and the hosts of Curio Compass may own positions in securities or other investment products mentioned on this podcast. The opinions expressed by the hosts and guests are their own and do not necessarily reflect those of Curio Capital Management. Nothing discussed on this podcast should be considered investment, legal, tax, or financial advice. All investing involves risk, and listeners should consult their own professional advisors before making financial decisions.