Kurv Your Enthusiasm

Kurv Your Enthusiasm

by Kurv Investment Management

Investing Business News

Season 1

What Is Portable Alpha? How Institutions Generate Income From Equity Portfolios

What if you could rethink how equity exposure and income work together? In the latest episode of Kurv Your Enthusiasm, Howard Chan, Dominique Tersin, and Steve Sapra break down portable alpha and how institutional investors have used the concept to approach equity exposure, income, options, and taxes. Recorded 8/21/2026. 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.

The Market Story Nobody Is Talking About: SpaceX, Inflation & A New Fed Chair

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 Greenspan and discuss how today's economic environment may shape portfolio positioning for the second half of 2026. Topics Covered: The largest IPO in U.S. history: SpaceX U.S.–Iran ceasefire and the impact on oil markets Inflation reaccelerates above 4% Kevin Warsh's first Federal Reserve meeting Remembering Alan Greenspan's legacy Portfolio positioning for the second half of 2026 Guests: Howard Chan – CEO & Founder, Kurv Investment Management Dominique Tersin – Portfolio Manager, Kurv Investment Management Hosted by, Chris Yang – Kurv Investment Management

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

2025 Market Lessons & What’s Coming in 2026

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

Dollar Hedging, Tax-Loss Harvesting & the 2026 Fed Path

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 outlook heading into 2026 🎧 Watch more episodes: https://bit.ly/4paHeoF 💡 Learn more about Kurv ETFs: kurvinvest.com

Building a Different Kind of Strategy: Gold, Silver, Bitcoin & Beyond

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, emphasizing the need for education and diversification in investment approaches.

After the rate cut, what does it mean for your portfolio?

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 income strategies in a falling rate environment. The conversation also touches on the effects of a weaker dollar on multinationals, currency risk in portfolios, and the influence of geopolitics and tariffs on corporate margins. The episode concludes with insights on market highlights and future trends. Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesky, IG, and Threads at @kurvinvest Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 9/18/2025. 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.

1 of 3