Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing

The Market Story Nobody Is Talking About: SpaceX, Inflation & A New Fed Chair

Join 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, easing tensions between the U.S. and Iran, inflation climbing back above 4%, and what Kevin Warsh's first Federal Reserve meeting could mean for investors. We also reflect on the legacy of former Fed Chairman Alan Greenspan and discuss how today's economic environment may shape portfolio positioning for the second half of 2026. Topics Covered: The largest IPO in U.S. history: SpaceX [https://www.youtube.com/hashtag/spacex] U.S.–Iran ceasefire and the impact on oil markets Inflation reaccelerates above 4% Kevin Warsh's first Federal Reserve meeting Remembering Alan Greenspan's legacy Portfolio positioning for the second half of 2026 Guests: Howard Chan – CEO & Founder, Kurv Investment Management Dominique Tersin – Portfolio Manager, Kurv Investment Management Hosted by, Chris Yang – Kurv Investment Management

Why Markets Keep Rallying Despite Inflation and Higher Rates

Higher 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, U.S.-China policy, real assets, and why cash matters again.

Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing

CEO and Founder of Kurv Investment Management, Howard Chan and Portfolio Manager, Dominique Tersin, discuss current market conditions and dig into: * Oil volatility, the Strait of Hormuz, and what it means for global supply * The Fed’s next move as it balances inflation risk with slowing growth * Where supply and demand imbalances are creating new opportunities

Oil Prices, Market Outlook, and the Story of Kurv

CEO & 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 bell • Our story and what’s ahead

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://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGZaalZtLXhfWDNDUDVmdXk2QmxJVUxNSVE1UXxBQ3Jtc0tuazNwdTg2d1VqSGlweU1UcTBicFhva2hpZHZ4UGQ1SS16WVJROWVjT2MwVnhVTWpqVnRCcU1XSHQzbGx5QUlqRmhmcjZpTVhkZnVzaVlRS0k1U1BUVkYybzRJQ2ROWWRZcHIzX3lzeFl4V25tMzFJbw&q=https%3A%2F%2Fbit.ly%2F4paHeoF&v=3VhG7IdVgl8https://bit.ly/4paHeoF [https://bit.ly/4paHeoF] 💡 Learn more about Kurv ETFs: kurvinvest.com [http://kurvinvest.com]