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.
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.
