Markets are on fire — but is it all smoke? On this week’s Curia Investment Show, James Early, Simon Erickson (7investing), and Eoin Treacy (Fuller Treacy Money) unpack the Fed’s latest rate cut, China’s raging stock market, and whether AI spending is fueling a bubble or the next growth wave. 

 In the debut of The Curia Investment Show, James Early, Todd Lechtenberger, and Simon Erickson cut through the noise on three big market stories: the U.S. government’s surprising stake in Intel, whether AI stock valuations can hold up, and why questions around Federal Reserve independence are rattling bond investors. Clear insights, candid discussion, and a focus on what really matters for long-term investors.