Curia Investment Show

Episode 26 of the Curia Investment Show features James Early and Owen Tracy of Fuller Tracy Money diving into the biggest market topics of the week. First up: the SpaceX IPO. After surging 50% in just three trading days, James and Owen debate whether the hype is justified — weighing the Starlink and xAI angles against the reality of lockup expirations, options market signals, and the classic post-...

Episode 27 of the Curia Investment Show features James Early in conversation with Johnny Wu, founder and CEO of X ETFs — a Wall Street veteran who spent over a decade at Barclays running structured products and derivatives before launching his own ETF firm. James and Johnny take a wide-ranging look at the ETF industry: why the market is flooded with new products, which ones are genuinely useful ve...

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 wh...

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,...

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 deal...

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...

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 fundamenta...

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...

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....

In this episode of the Curia Investment Show, we break down a market at a critical inflection point. With elevated uncertainty and major indices testing key technical levels, we discuss why the “buy the dip” instinct is starting to re-emerge. We explore the growing role of AI — from its impact on software and infrastructure to its influence on geopolitics and even modern warfare. The conversation...