Kurv Your Enthusiasm

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

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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.

Summary

In this episode of Kurv Your Enthusiasm, hosts Chris Yang, along with CEO, Howard Chan and lead portfolio manager, Dominique Tersin, discuss the current state of the markets, focusing on inflation, the recent Fed rate cut, and its implications for various asset classes. They explore the potential for stagflation, the impact of rate cuts on everyday investors, and the role of alternative income strategies in a falling rate environment. The conversation also touches on the effects of a weaker dollar on multinationals, currency risk in portfolios, and the influence of geopolitics and tariffs on corporate margins. The episode concludes with insights on market highlights and future trends.

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 [email protected].

Recorded 9/18/2025. 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.

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 [email protected].

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.

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 [email protected].

Recorded 6/11/2025.

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 [email protected].

Recorded 4/23/2025.

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 [email protected].

Recorded 4/1/2025.

Keywords

investing, market updates, economic indicators, trade deficits, globalization, volatility, investment strategies, budget deficit, financial analysis, risk management

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 [email protected].

Recorded 3/20/2025.

Keywords

investing, market trends, fiscal policy, tariffs, volatility, portfolio management, economic data, trade dynamics, gold, defense spending

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 [email protected].

Keywords

Jevons Paradox, market dynamics, inflation, interest rates, tariffs, FX market, currency risks, carry trades, economic principles, investing

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