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, and how investors are thinking about portfolio positioning looking ahead.
Recorded 1/31/2026.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.
