Curia Investment Show

Curia Investment Show 23: China Chips, Rising Prices & Hidden Gems

In this week's episode, host James Early is joined by Owen Tracy of Fuller Tracy Money (based in Dallas, TX) to break down the biggest stories moving markets right now. First up: Donald Trump's first visit to China in nearly nine years. James and Owen dig into what's really at stake — from Jensen Huang's last-minute addition to the delegation and what it signals about chip deals, to the key question of Taiwan and whether Xi Jinping is looking for a real agreement or just a photo op. With the Iran war disrupting oil supply chains and hurting both economies, both sides have plenty of motivation to talk — but very different goals. Then the duo tackles the latest inflation data, which hit a three-year high and outpaced wage gains for the first time since 2022. What does this mean for everyday Americans and global food prices — and why didn't anyone warn us sooner? Finally, James and Owen wrap up with stock ideas they're watching: Visa and Mastercard, which are showing strong fundamentals despite legislative headwinds, and McEwen Mining (MUX), a silver and copper play that could benefit from global electrification trends and India's shift away from gold. Owen Tracy will be speaking at the Dallas Money Show this Saturday at 2:15 PM CT.

Curia Financial Show 22: Is Buffett Missing AI? Bitcoin Momentum, Oil Markets & GameStop Speculation

In this episode of the Curia Investment Show, James Early is joined by Eoin Tracy of Fuller Tracy Money and Curia analyst Matthew McClintock to discuss some of the biggest stories moving markets right now. The conversation covers oil volatility and Middle East tensions, the future of U.S. LNG infrastructure, and why pipeline companies could benefit from growing AI and energy demand. The team also breaks down GameStop CEO Ryan Cohen’s push to acquire eBay and what it says about the return of speculative investing and meme stock culture. Later in the episode, the group discusses Warren Buffett and Berkshire Hathaway’s growing cash position, concerns about Berkshire keeping up in the AI era, and Bitcoin’s latest rally and market cycle. To wrap things up, James, Eoin, and Matthew each share stocks currently on their radar across energy, crypto, and technology.

Curia Investment Show 21: Tribal Investing, Berkshire After Buffett, and the CEO Effect

In this episode of the Curia Investment Show, James Early is joined by Emmet Savage, founder of MyWallSt, for a wide‑ranging conversation on how investing is evolving. They discuss Berkshire Hathaway’s transition beyond Warren Buffett, the growing role of CEO identity and tribalism in markets, and how investor behavior is increasingly shaped by belief, narrative, and leadership—not just fundamentals. The episode also explores the widening valuation gap between AI‑adjacent “halo” stocks and SaaS, the psychology behind long‑term shareholder loyalty, and how investors can think clearly amid changing market dynamics. The discussion closes with stock ideas and reflections on discipline, patience, and capital allocation in a more narrative‑driven market environment.

Curia Investment Show 20: Markets Ignore War, Apple’s CEO Switch, and the Fed’s Future

In this episode of the Curia Investment Show, James Early and Owen Tracy examine why stock markets continue to climb despite rising oil prices and ongoing tensions with Iran. They discuss how U.S. energy independence, AI‑driven earnings growth, and investor conditioning to “buy the dip” are muting geopolitical risk. The conversation explores software stocks and large corporate buybacks as signals of a potential bottom, while also assessing global energy vulnerabilities, particularly in Asia. The hosts then turn to Apple’s leadership transition as Tim Cook prepares to step aside, debating whether Apple’s cautious approach to AI could ultimately prove advantageous. The episode closes with a deep dive into Kevin Warsh’s Federal Reserve nomination, weighing concerns about Fed transparency, balance sheet policy, and moral hazard, before wrapping up with stock ideas including Amazon, Roper Technologies, and a broader discussion on Bitcoin as a signal of rising liquidity.

Curia Investment Show 19: New Market Highs, AI Optimism, and Bank Earnings

James Early and Owen Tracy break down the S&P 500’s push to new highs, driven largely by a resurgence in major tech stocks and renewed confidence in artificial intelligence. They debate whether the rally is justified amid geopolitical tensions, elevated valuations, and mixed signals from energy markets, while arguing that easing risk premiums and strong earnings momentum support the breakout. The discussion also covers bank earnings, private credit fears, and what falling oil prices mean for inflation and the Fed. Rounding out the episode, the hosts examine speculative excess through Allbirds’ surprising pivot to AI and share stock ideas, including Microsoft and a relative‑value trade between Novo Nordisk and Eli Lilly.