In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Portfolio Manager, Dominique Tersin, break down one of the most eventful months for markets in recent memory. This episode covers the record-breaking SpaceX IPO, easing tensions between the U.S. and Iran, inflation climbing back above 4%, and what Kevin Warsh's first Federal Reserve meeting could mean for investors. We also reflect on the legacy of former Fed Chairman Alan Greenspan and discuss how today's economic environment may shape portfolio positioning for the second half of 2026.
Recorded 6/23/2026. 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.
