In this week’s Curia Investment Show, James Early is joined by Simon Erickson (Seven Investing) and Eoin Treacy (Fuller Treacy Money) to unpack Nvidia’s blowout earnings, Trump’s proposed $2,000 tariff dividend checks, and the surprising fall of the U.S. dollar. Plus, each expert shares a stock on their radar — including DraftKings, Tencent Music, and Diageo.

We’ll also discuss:

Why Nvidia’s amazing earnings couldn’t keep the stock up 📉

Is Wall Street underestimating a stealth economic slowdown? 🕵️‍♂️

What defense stocks are quietly signaling about peace in Ukraine 🕊️

K-pop disruption and SM Entertainment's shakeup 🎤

The $200B question: How will tariff money get spent? 💰

And of course, some fun tangents: UFO sightings, Waffle House, and whether Virginia should merge with West Virginia...

🔔 Don’t forget to like, comment, and subscribe. Drop your questions below!

#investing #stocks #investment #economy #usstockmarket #usd #dollar #usdollar #dollarcollapse #nvda #nvidia #techstocks #bigtech #mag7 #kpop #ukraine #ukrainewar #google #meta #donaldtrump #trump #stimulus #stimuluschecks #smentertainment #diageo #draftkings #dkng #aistocks #ai #defencestocks

Energy is political, technical, and financial—and investors are struggling to make sense of it.

In this Curia Interview, James Early speaks with Dr. Jeff Krimmel, founder of Krimmel Strategy Group, about the real forces shaping the energy market: oil’s long runway, nuclear’s slow rise, and the AI-driven surge in electricity demand.

🔑 Key topics:

• Why oil and gas could stay stronger for longer

• Nuclear’s promise—and its decade-long timeline

• How AI data centers are straining the U.S. power grid

• Why utilities and midstream MLPs may quietly outperform

• The most misunderstood trends in energy investing today

🔗 Website / Newsletter → ⁠⁠https://krimmelsg.com/free-newsletter⁠⁠

🔗 LinkedIn → ⁠⁠jeffkrimmel   🔗 X / Twitter → ⁠⁠https://x.com/JeffKrimmel⁠

⁠#EnergyInvesting⁠⁠#OilAndGas⁠⁠#NuclearEnergy⁠⁠#Utilities⁠⁠#AIPower⁠⁠#CuriaInvesting⁠⁠#JamesEarly⁠⁠#JeffKrimmel⁠⁠#EnergyStocks⁠⁠#DataCenters⁠

Bitcoin at a 6-month low. NASDAQ wobbling. AI stocks stumbling. Is the bubble finally here — and what comes next?

In this episode of the Curia Investment Show, host James Early is joined by Eoin Treacy (Fuller Treacy Money) and Simon Erickson (@7innovator, 7investing) to tackle four big themes:

Bitcoin & Crypto Winters – Why Bitcoin’s drop below key levels might signal another cyclical “crypto winter,” how halvings and liquidity cycles work, and why Eoin calls Bitcoin a “risk asset with commodity characteristics.”

AI Bubble & ETF Contagion – The NASDAQ sells off while the Dow barely moves. Are we watching an AI-led tech unwind? Eoin explains how market-cap ETFs can create “unrelenting, indiscriminate selling” when investors rush for the exits.

AI’s Energy Problem – Huge data-center capex, not enough power. Simon and James walk through the AI-driven energy supercycle, the gap between planned vs actual data-center power, and why natural gas, utilities, and midstream pipelines/MLPs may be safer ways to play AI than picking the winning model.

Freedom, Cash & Policy Weirdness – From the EU’s cash limits to the death of the U.S. penny and the return of the “food pyramid,” the team riffs on how policy, tech, and incentives collide.

They also share three stock ideas:

DraftKings (DKNG) – Simon’s take on sports betting vs prediction markets and why he’s re-evaluating the story.

Diamondback Energy (FANG) – Eoin’s natural-gas-anchored way to play AI data centers and long-run gas demand.

Inditex / Zara (IDEXY) – James’ “walk away” example: a financially strong fast-fashion company he won’t buy because of repeated labor/human-rights controversies.

Audience Q&A includes:

Is this a buy-the-dip moment for Bitcoin or time to stay defensive?
Should you trim mega-cap ETFs?
How long can the AI-driven energy boom last?
How to invest in natural gas tied to AI without taking direct commodity risk (hint: MLPs / pipelines).

📌 Nothing in this episode is personal investment advice. It’s education and opinion only.

#aibubble  #energyinvesting  #naturalgas  #mlps  #datacenters  #etfs  #draftkings  #inditex 
#bitcoin #bitcoinnews #crypto #cryptocurrency #cryptotrading #etf #etfinvesting #techstocks #tech #ai #aistocks #investing #investment #stocks #economy #aiinfrastructure #aiinvesting

Tesla’s $1 trillion pay deal. Rising job cuts. Trump’s tariffs on trial.

00:00 – Intro & Market Stats
02:00 – Tesla’s $1 Trillion Pay Package
05:00 – Eoin: Tesla as a Hedge
09:00 – The Musk Premium
11:40 – October Job Cuts Triple
16:00 – Interest Rates “Too High for Too Long”
20:00 – Trump’s Tariffs on Trial
22:50 – Division of Power & Market Impact
27:00 – Stock Picks of the Week
33:00 – Audience Q&A
1️⃣ Are investors too focused on AI?
2️⃣ What if Elon Musk walks away from Tesla?
3️⃣ How do tariffs affect global investors?
4️⃣ What indicators reveal where the economy is headed?
40:50 – Closing Thoughts

In this episode of the Curia Investment Show, host James Early is joined by Simon Erickson (@7investor) and Eoin Treacy (Fuller Treacy Money) to unpack the week’s biggest stories in markets and investing:

• Why Tesla shareholders approved Elon Musk’s $1 trillion compensation plan — and what it means for control of the company.
• October’s job cuts tripling from September — are we heading into a recession?
• The Supreme Court’s review of Trump’s tariffs and what an eventual ruling could mean for investors.
• Three new stock ideas: Pfizer, Trane Technologies, and Kimberly Clark.

👀 Watch for: sharp debate, clear insights, and a few unexpected laughs.

#elonmusk #elon #tsla #tesla #tariffs #trump #donaldtrump #unitedstates #stockmarket #stocks #investing #economy #investment #ai #financialfreedom #finance #financetips

✅ Curia Financial: https://www.curiafinancial.com (Subscribe now to get 3 Best Stocks for 2026 & more)
✅ Enrique Abeyta (Paradigm Press): https://truthandtrends.com
✅ George Noble: https://georgenoble.substack.com
✅ Whitney Tilson (Stansberry Research): https://stansberryresearch.com/our-te...

📈 Top Stocks for 2026 — George Noble, Whitney Tilson, Enrique Abeyta & James Early | Market Outlook & Strategy

What should smart investors be buying (or selling) heading into 2026?

Join us for this exclusive Curia Investment Show roundtable featuring veteran investors George Noble, Whitney Tilson, and Enrique Abeyta, hosted by James Early. With decades of market experience and hard-hitting opinions, they break down:

🔹 Are U.S. markets overvalued — or still the safest bet?
🔹 MAG 7 vs. the rest: Is concentration a time bomb?
🔹 Will the AI boom fizzle — and if so, what’s next?
🔹 Gold, dollar, and global de-risking — what the signals say
🔹 Trump, tariffs & TACO trade: What risks should you really price in?
🔹 U.S. vs. international investing — where the real bargains are
🔹 3 actionable stock ideas for 2026 and beyond

🚨 Don’t miss this high-conviction, data-backed, brutally honest conversation about what lies ahead.

#stockmarket  #aistocks  #topstocks  #investmentstrategy  #usstockmarket  #gold  #aibubble  #trumptradewar  #stockmarketcrash  #magnificentseven  #valueinvesting

In this week's live investor briefing, we'll cover:

Tesla’s earnings results and how a weak Cybertruck and Robotaxi rollout could affect the company’s outlook.

The U.S. government taking equity stakes in AI chip and quantum computing companies — and whether this "nationalization" push is good or bad for investors.

The big swings in precious metals, with gold prices surging and plunging this week, and why this volatility is sparking investor concern.

The impact of a potential U.S. government shutdown on markets, including risks to health insurance stocks (e.g., Molina Healthcare) and a spike in identity theft cases amid a federal reporting system outage.

Why stock valuations remain resilient even as interest rates begin to fall.

 In this episode of the Curia Investment Show, James Early and Simon Erickson unpack the three biggest stories rattling U.S. markets this week: 

💥 China’s Rare Earth Export Curbs – Are we heading into a renewed U.S.-China trade war? What’s at stake for tech, defense, and EV stocks? And why does a fighter jet need 920 pounds of rare earths? 

🧠 Circular AI Chip Deals (OpenAI, AMD, Nvidia) – Are these eye-popping chip agreements brilliant partnerships or financial sleight of hand? Who really has the upper hand — the chipmakers or the buyers? 

🚗 Tesla’s Earnings and Global Woes – Record deliveries? Yes. But a 50% sales drop in Europe, thinning margins, and rising EV competition from China raise serious questions. 

📉 Stocks to Watch: — Why Carvana (CVNA) might be this cycle’s meme stock trap — Why MercadoLibre (MELI) could be a buy-the-dip international opportunity 

Plus: — Where to invest if U.S.–China tensions escalate — What sectors look safest right now for risk-conscious investors — Why consumer discretionary might be quietly turning the corner 

✅ Don’t miss these insights if you care about market risks, AI bubbles, EV disruption, and how geopolitics are shaping investor returns. 

📩 Want the one-page cheat sheet for this show? Head to CuriaFinancial.com and subscribe on the homepage.

⁠#inspiredinvesting⁠⁠#openai⁠⁠#stocks⁠⁠#stockmarket⁠⁠#stock⁠⁠#ai⁠⁠#tesla⁠⁠#tsla⁠⁠#usstockmarket⁠⁠#investment⁠⁠#investing⁠⁠#economy⁠⁠#carvana⁠⁠#cvna⁠⁠#electricvehicle⁠⁠#electricvehicles⁠⁠#amd⁠⁠#nvidia⁠⁠#nvda⁠⁠#unitedstates⁠⁠#mercadolibre

Join James Early, Simon Erickson of 7Investing, and Eoin Treacy of Fuller Treacy Money as they unpack the hidden winners of the AI revolution. We’ll explore why 95% of generative-AI pilot programs are failing, how power-hungry AI data centers are driving electricity demand into the gigawatt era, and why “picks and shovels” stocks like Vertiv—a leader in computer-room air handlers and liquid-cooling systems—are seeing explosive revenue growth. 

We’ll also break down the blockbuster partnership between OpenAI and AMD, which plans to deploy up to 6 gigawatts of Instinct GPUs—a move that could reshape the AI-hardware landscape. Plus, find out how utilities, natural-gas producers, and energy-infrastructure companies could benefit from this unprecedented AI build-out. 

The conversation then shifts to TrumpRx, a new prescription-drug platform promising “most-favored-nation” pricing, which has boosted pharmaceutical stocks and raised new questions about future healthcare margins. Finally, we tackle the private-equity liquidity crunch and record-breaking activity in the secondary market, asking whether infrastructure investments or a pullback could come next.

If you’re looking for actionable insights on AI investing, AMD vs. Nvidia, pharma policy, and private equity’s next moves, this livestream is one you won’t want to miss.

 ⁠#amd⁠⁠ #nvdia⁠⁠ #nvda ⁠⁠#ai ⁠⁠#trump ⁠⁠#donaldtrump ⁠⁠#privateequity ⁠⁠#stockmarket⁠⁠ #usstockmarket ⁠⁠#investing ⁠⁠#investment

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.