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

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Recorded 6/11/2025.