Kurv Your Enthusiasm

Kurv Your Enthusiasm

by Kurv Investment Management
InvestingBusiness News
Season 1

Tech Sector Resilience Amidst Economic Uncertainty

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 insights into the potential actions of the Federal Reserve regarding interest rates. The hosts conclude with their outlook for the remainder of the year and strategies for positioning in the current market environment. 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 9/2/2025. 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.
S1 · E8
Sep 4, 2025
38:45

Navigating the Tariff Tide: Markets, Sentiment, and Policy Impact

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 with an outlook on global markets and asset classes, emphasizing the importance of adapting to changing economic conditions. Chapters 00:00 Introduction and Market Overview 04:53 Economic Indicators and Consumer Sentiment 08:40 Budget Deficits and Government Spending 11:15 Market Reactions to Economic Data 24:09 Volatility Strategies and Market Positioning 35:02 Outlook on Global Markets and Investment Strategies Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 6/11/2025.
S1 · E7
Jun 12, 2025
42:25

Volatility Part III: Cboe's Bill O'Keefe on The Evolution of Options Trading

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 conversation highlights the importance of understanding volatility as a key component in portfolio management and the resources available for further education on these topics. Chapters 00:00 Introduction to Volatility Series 01:38 Understanding CBOE and Its Role in the Market 06:45 Bill O'Keefe's Journey in Options Trading 10:48 The Evolution of Volatility and Options Usage 17:20 The Dynamics of Trading on the CBOE Floor 24:28 Understanding Types of Options 27:01 Market Dynamics and Trading Volumes 37:00 The Future of Options Trading Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 4/23/2025.
S1 · E6
Apr 30, 2025
44:31

Volatility Part II: Extracting the Volatility Premia. Trade and Budget Dual Deficit.

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 conversation highlights the importance of understanding market dynamics and the potential for volatility to act as a diversifier in investment strategies. Chapters 00:00 Introduction to Kurv Your Enthusiasm 01:17 Market Update 05:48 Analyzing Trump's Policies 09:35 The Dual Deficit: Trade and Budget Challenges 24:30 Volatility Redux 31:46 Extracting Volatility Premia 40:44 Covered Call: Embedded Volatility Premia Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 4/1/2025. Keywords investing, market updates, economic indicators, trade deficits, globalization, volatility, investment strategies, budget deficit, financial analysis, risk management
S1 · E5
Apr 3, 2025
49:35

Volatility Part I. Trade Wars. European Defense Spending.

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 Dynamics 15:34 European Defence Spending 20:01 Understanding Market Volatility Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 3/20/2025. Keywords investing, market trends, fiscal policy, tariffs, volatility, portfolio management, economic data, trade dynamics, gold, defense spending
S1 · E4
Mar 21, 2025
35:05

Jevons Paradox. Tariffs. FX Markets. Carry Trade.

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. Finally, they explore the mechanics of carry trades, emphasizing the significance of interest rates in currency valuation. Chapters 00:00 Intro 00:59 Market Update 05:17 Threat of Tariffs Galore 10:42 The Currency Market 19:27 Mechanics of the Carry Trade Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: / @kurvinvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Keywords Jevons Paradox, market dynamics, inflation, interest rates, tariffs, FX market, currency risks, carry trades, economic principles, investing
S1 · E3
Feb 22, 2025
26:24

AI Outlook. Bitcoin Arbitrage. DeepSeek. Stargate.

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 Bitcoin arbitrage trading, highlighting the persistent mispricing in the futures market and its implications for investors. Chapters 00:00 Introduction to Kurv Your Enthusiasm Podcast 01:09 Market and News Update 03:54 Project Stargate 07:09 AI Framework and Future Outlook 12:39 DeepSeek and Its Implications 18:39 Bitcoin Arbitrage Trade Explained Keywords investing, market update, AI infrastructure, tech outlook, Bitcoin arbitrage, financial advice, stock market, earnings, technology, cryptocurrency
S1 · E2
Feb 1, 2025
26:51

Fed Funds Rates: How to set them and how to predict them

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 for interest rate changes in 2025 and the importance of having a contrarian view in investing. 00:00 Introduction to Kurv Your Enthusiasm 06:16 The Importance of Short-Term Interest Rates 16:15 How the Fed sets Interest Rates 21:41 Market Expectations and Rate Predictions 32:15 Outlook for 2025 Donate to help victims of the LA wildfires: LAFD Wildfire Emergency Fund: https://supportlafd.kindful.com/?campaign=1040812 World Central Kitchen: https://wck.org/news/first-alert-ca-fires-jan25 American Red Cross of Greater Los Angeles: https://wck.org/news/first-alert-ca-fires-jan25 Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com. Follow us on Youtube: https://www.youtube.com/@KurvInvest Follow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest. Provide feedback to the show by emailing podcast@kurvinvest.com. Recorded 1/20/2025. 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.
S1 · E1
Jan 21, 2025
41:34

The AI Memory Revolution: The Next Big AI Investment Theme?

Bonus
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.
S1
Jul 10, 2026
25:20

Introducing "Kurv Your Enthusiasm" Podcast

Trailer
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.
S1
Dec 18, 2024
1:30
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