Kurv Your Enthusiasm

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

SummaryThis 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.

SummaryIn 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 podcast@kurvinvest.com.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 podcast@kurvinvest.com. 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.

SummaryIn 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.Chapters00:00 Introduction and Market Overview04:53 Economic Indicators and Consumer Sentiment08:40 Budget Deficits and Government Spending11:15 Market Reactions to Economic Data24:09 Volatility Strategies and Market Positioning35:02 Outlook on Global Markets and Investment StrategiesLearn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com.Follow us on Youtube: / @kurvinvestFollow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest.Provide feedback to the show by emailing podcast@kurvinvest.com.Recorded 6/11/2025.

SummaryIn 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.Chapters00:00 Introduction to Volatility Series01:38 Understanding CBOE and Its Role in the Market06:45 Bill O'Keefe's Journey in Options Trading10:48 The Evolution of Volatility and Options Usage17:20 The Dynamics of Trading on the CBOE Floor24:28 Understanding Types of Options27:01 Market Dynamics and Trading Volumes37:00 The Future of Options TradingLearn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com.Follow us on Youtube: / @kurvinvestFollow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest.Provide feedback to the show by emailing podcast@kurvinvest.com.Recorded 4/23/2025.

SummaryIn 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.Chapters00:00 Introduction to Kurv Your Enthusiasm01:17 Market Update05:48 Analyzing Trump's Policies09:35 The Dual Deficit: Trade and Budget Challenges24:30 Volatility Redux31:46 Extracting Volatility Premia40:44 Covered Call: Embedded Volatility PremiaLearn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com.Follow us on Youtube: / @kurvinvestFollow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest.Provide feedback to the show by emailing podcast@kurvinvest.com.Recorded 4/1/2025.Keywordsinvesting, market updates, economic indicators, trade deficits, globalization, volatility, investment strategies, budget deficit, financial analysis, risk management

SummaryIn 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.Chapters00:00 Market Overview and Recent Trends03:40 US Trade and Discal Policy Dynamics15:34 European Defence Spending20:01 Understanding Market VolatilityLearn 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 podcast@kurvinvest.com. Recorded 3/20/2025.Keywordsinvesting, market trends, fiscal policy, tariffs, volatility, portfolio management, economic data, trade dynamics, gold, defense spending

SummaryIn 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.Chapters00:00 Intro00:59 Market Update05:17 Threat of Tariffs Galore10:42 The Currency Market19:27 Mechanics of the Carry TradeLearn 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 podcast@kurvinvest.com.KeywordsJevons Paradox, market dynamics, inflation, interest rates, tariffs, FX market, currency risks, carry trades, economic principles, investing

SummaryIn 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.Chapters00:00 Introduction to Kurv Your Enthusiasm Podcast01:09 Market and News Update03:54 Project Stargate07:09 AI Framework and Future Outlook12:39 DeepSeek and Its Implications18:39 Bitcoin Arbitrage Trade ExplainedKeywordsinvesting, market update, AI infrastructure, tech outlook, Bitcoin arbitrage, financial advice, stock market, earnings, technology, cryptocurrency

In the inaugural episode of "Kurv Your Enthusiasm", hosts Howard Chan and Dominique Tersin introduce their podcast focused on investing and financial markets. They discuss the significance of short-term interest rates, how they influence government, corporate, and individual borrowing, and the mechanics of how the Federal Reserve sets these rates. The conversation also covers market expectations for interest rate changes in 2025 and the importance of having a contrarian view in investing.00:00 Introduction to Kurv Your Enthusiasm06:16 The Importance of Short-Term Interest Rates16:15 How the Fed sets Interest Rates21:41 Market Expectations and Rate Predictions32:15 Outlook for 2025Donate to help victims of the LA wildfires:LAFD Wildfire Emergency Fund: https://supportlafd.kindful.com/?campaign=1040812World Central Kitchen: https://wck.org/news/first-alert-ca-fires-jan25American Red Cross of Greater Los Angeles: https://wck.org/news/first-alert-ca-fires-jan25Learn more about Kurv and Kurv ETFs by visiting www.kurvinvest.com.Follow us on Youtube: https://www.youtube.com/@KurvInvestFollow us on LinkedIn, X, Bluesaky, IG, and Threads at @kurvinvest.Provide feedback to the show by emailing podcast@kurvinvest.com.Recorded 1/20/2025. 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.

Howard Chan, Founder and CEO, and Dominique Tersin, Portfolio Manager of Kurv Investment Management introducing "Kurv Your Enthusiasm" Podcast. Go to kurvinvest.com to learn more about Kurv.