The Fed Is Hiking Again: How to Position Your Portfolio Today
What does the Fed’s return to rate hikes mean for investors? In the latest episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin break down the outlook for rates, inflation, equities, AI, and precious metals, and explore how investors can position portfolios across different market scenarios. Recorded 9/24/2026. This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.
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.