Kurv Your Enthusiasm

In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin explain why High Bandwidth Memory (HBM) has become essential to AI, what's driving unprecedented demand, why SK Hynix has emerged as a leader in the space, and what it all means for investors.

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 Greensp...

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.

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

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

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://bit.ly/4paHeoF 💡 Learn more about Kurv ETFs: kurvinvest.com

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...

It’s the final episode of the year, and a good moment to pause, reflect, and look ahead. In this episode of Kurv Your Enthusiasm , Kurv CEO & Founder, Howard Chan, and Portfolio Manager, Dominique Tersin, unpack: • Key market lessons from 2025 • What surprised investors this year • Themes and risks to watch as we head into 2026 Learn more about Kurv ETFs: kurvinvest.com

It’s that time of year — markets are moving, headlines are flying, and investors are juggling plenty of year-end decisions. In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder Howard Chan and Portfolio Manager Dominique Tersin break down: • The government reopening and what it could mean for markets • Dollar hedging and global macro trends • End-of-year tax loss harvesting • The Fed’s...

Summary This conversation explores the dynamics of Bitcoin and cryptocurrency markets, focusing on market corrections, the impact of margin trading, and future investment strategies. Howard Chan discusses how market fluctuations affect investor behavior and the importance of understanding risk in trading. The conversation also delves into the uncertain yet promising future of cryptocurrency, empha...

Summary In this episode of Kurv Your Enthusiasm, hosts Chris Yang, along with CEO, Howard Chan and lead portfolio manager, Dominique Tersin, discuss the current state of the markets, focusing on inflation, the recent Fed rate cut, and its implications for various asset classes. They explore the potential for stagflation, the impact of rate cuts on everyday investors, and the role of alternative in...

In this episode, Howard Chan and Dominique Tersin discuss the latest trends in the market, focusing on the recent earnings season, particularly in the tech sector. They analyze the impact of tariffs, the growth of AI infrastructure, and the performance of various asset classes, including gold. The conversation also delves into economic indicators, inflation trends, and the labor market, providing...

Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dom Tersin discuss the current state of the economy, focusing on recent economic indicators, consumer sentiment, and the implications of government spending and budget deficits. They analyze market reactions to these developments and share insights on investment strategies in a volatile environment. The conversation concludes w...

Summary In this episode, Kurv Investment's Howard Chan and Cboe Global Markets' Bill O'Keefe discuss the evolution of options trading, focusing on the role of Cboe in the market and the changing dynamics of volatility. They explore the increasing sophistication of market participants, the rise of FLEX options, and how these developments have influenced trading strategies and market behavior. The c...

Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss various aspects of investing, focusing on market updates, economic indicators, trade and budget dual deficit challenges faced by the US. They delve into the complexities of volatility in investment portfolios, exploring strategies for trading volatility and its implications for portfolio management. The...

Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss recent market trends, fiscal policies, the implications of tariffs on manufacturing, and increased European spending on defense. They delve into the concept of market volatility and its role in portfolio management. Chapters 00:00 Market Overview and Recent Trends 03:40 US Trade and Discal Policy Dynami...

Summary In this episode of Kurv Your Enthusiasm hosts Howard Chan and Dominique Tersin delve into various economic principles and market dynamics, starting with Jevons Paradox. They discuss recent trends in equities, inflation, interest rates, and the implications of tariffs on the market. The conversation transitions into the FX market, highlighting the importance of currency risks for investors....

Summary In this episode of Kurv Your Enthusiasm, hosts Howard Chan and Dominique Tersin discuss the latest trends in investing, focusing on market updates, AI infrastructure initiatives, and the tech sector outlook for 2025. They delve into the recent market reactions to AI developments, particularly the impact of DeepSeek on Nvidia's stock. The episode concludes with a detailed explanation of Bit...

In the inaugural episode of " Kurv Your Enthusiasm ", hosts Howard Chan and Dominique Tersin introduce their podcast focused on investing and financial markets. They discuss the significance of short-term interest rates, how they influence government, corporate, and individual borrowing, and the mechanics of how the Federal Reserve sets these rates. The conversation also covers market expectations...

Howard Chan , Founder and CEO, and Dominique Tersin , Portfolio Manager of Kurv Investment Management introducing " Kurv Your Enthusiasm " Podcast. Go to kurvinvest.com to learn more about Kurv .