Episode notes
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
Keywords
inflation
The Fed
oil
AI memory
Memory Chips