Kurv Your Enthusiasm

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

Apr 27, 2026

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 41/223/2026.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.

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