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.

Join us on this episode of Kurv Your Enthusiasm as we break down one of the most eventful months for markets in recent memory.

This episode covers the record-breaking SpaceX IPO, easing tensions between the U.S. and Iran, inflation climbing back above 4%, and what Kevin Warsh's first Federal Reserve meeting could mean for investors. We also reflect on the legacy of former Fed Chairman Alan Greenspan and discuss how today's economic environment may shape portfolio positioning for the second half of 2026.

Topics Covered: The largest IPO in U.S. history: SpaceX U.S.–Iran ceasefire and the impact on oil markets Inflation reaccelerates above 4% Kevin Warsh's first Federal Reserve meeting Remembering Alan Greenspan's legacy Portfolio positioning for the second half of 2026

Guests: Howard Chan – CEO & Founder, Kurv Investment Management Dominique Tersin – Portfolio Manager, Kurv Investment Management Hosted by, Chris Yang – Kurv Investment Management

Higher oil. Sticky inflation. Rising yields. Yet markets keep rallying.

In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin discuss AI spending, inflation, U.S.-China policy, real assets, and why cash matters again.

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

CEO & Founder Howard Chan and Portfolio Manager Dominique Tersin discuss:

• The outlook for oil and broader markets

• Celebrating 10 ETFs listed on Cboe and ringing the closing bell

• Our story and what’s ahead

In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Lead Portfolio Manager, Dominique Tersin, dig into the role of #copper as an economic signal, how it ties into ongoing market rotation, and what investors may be missing beneath the surface.

🎧 Watch more episodes: https://bit.ly/4paHeoF

💡 Learn more about Kurv ETFs: kurvinvest.com

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

🎧 Watch more episodes: https://bit.ly/4paHeoF

💡 Learn more about Kurv ETFs: kurvinvest.com

It’s the final episode of the year, and a good moment to pause, reflect, and look ahead.

In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Portfolio Manager, Dominique Tersin, unpack:

• Key market lessons from 2025

• What surprised investors this year

• Themes and risks to watch as we head into 2026

Learn more about Kurv ETFs: kurvinvest.com

It’s that time of year — markets are moving, headlines are flying, and investors are juggling plenty of year-end decisions.

In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder Howard Chan and Portfolio Manager Dominique Tersin break down:

• The government reopening and what it could mean for markets

• Dollar hedging and global macro trends

• End-of-year tax loss harvesting

• The Fed’s outlook heading into 2026

🎧 Watch more episodes: https://bit.ly/4paHeoF

💡 Learn more about Kurv ETFs: kurvinvest.com

Summary

This conversation explores the dynamics of Bitcoin and cryptocurrency markets, focusing on market corrections, the impact of margin trading, and future investment strategies. Howard Chan discusses how market fluctuations affect investor behavior and the importance of understanding risk in trading. The conversation also delves into the uncertain yet promising future of cryptocurrency, emphasizing the need for education and diversification in investment approaches.