Episode notes
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
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Keywords
investing
inflation
interest rates
gold
Fed
Dollar Hedging