Kurv Your Enthusiasm

Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing

In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Portfolio Manager, Dominique Tersin, talk about oil volatility, the Strait of Hormuz and what it means for global supply, The Fed’s next move as it balances inflation risk with slowing growth, and where supply and demand imbalances are creating new opportunities.

Recorded 4/23/2026.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.

Start building a smarter, more efficient portfolio with Kurv today.

Related Posts

Kurv Your Enthusiasm
Jul 10, 2026

The AI Memory Revolution: The Next Big AI Investment Theme?

Kurv Your Enthusiasm
Jun 30, 2026

The Market Story Nobody Is Talking About: SpaceX, Inflation & A New Fed Chair

Kurv Your Enthusiasm
May 19, 2026

Why Markets Keep Rallying Despite Inflation and Higher Rates