Why Markets Keep Rallying Despite Inflation and Higher Rates

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]

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://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEJhZkk2TUpyemhFaWtJTzIwSnNtV3BacEtlUXxBQ3Jtc0trYjZzZ2JxVjB2TGRxN3FZdkl4SlNxRXFxUE5WZVg3NkdZUVVpX0tZbFpUTzhvbHlPOWwxWEFyR3hsRjZ2U2gybkV0eXVRT3hqdTlZaF9GSjVVeldVWVJ5U1JIUXkyNU05cHlORlpWcTc2SlZiNnpBNA&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]