Curia Investment Show

Curia Investment Show 25: Robinhood's AI Trading Agent, Micron & SK Hynix Join the Trillion-Dollar Club, and Dell's 40% Day

James Early and Owen Tracy of Fuller Tracy Money cover four big stories this week. Robinhood's new AI trading agent can now trade automatically on your behalf — even charging your credit card to do it. James is skeptical, Owen sees it as the natural evolution of a bull market, but both agree the real edge goes to investors who build rule-based models with proper risk management — not those who just tell the AI to "make me money." On Micron and SK Hynix: both are up nearly 1,000% over the past year yet trade at bargain forward PEs. Owen explains the paradox — in highly cyclical sectors, a low PE often signals it's time to sell, not buy. A supply wave is coming by 2027. Dell, meanwhile, posted a stunning earnings beat and a 40% single-day gain on the back of AI server demand — but James raises the question of whether peak AI spending is approaching, as companies like Uber and Microsoft pull back on bloated token budgets. The episode closes with a sobering look at the K-shaped economy: credit card and auto loan defaults are surging, and the divide between asset owners and everyone else is widening. The takeaway: whether it's stocks or housing, being an owner is how you build wealth.

Curia Investment Show 24: Iran, IBM's Quantum Leap, Nvidia's Limits, and the IPO Wave That Could Reshape AI Investing

In this episode, James Early and Owen Tracy of Fuller Tracy Money tackle five big stories: the Iran ceasefire talks and what an oil price breakout could mean for markets; the White House's $2 billion quantum computing foundry bet on IBM and why it's more credible than it sounds; Nvidia's blockbuster quarter and why the stock barely moved; the coming wave of AI mega-IPOs from SpaceX, OpenAI, and Anthropic and how to play them without getting burned; and the rise of AI-powered automated trading and what it means for everyday investors. Stock ideas this week: Atlassian and Bakkt.

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.