Kurv Your Enthusiasm

Why Markets Keep Rallying Despite Inflation and Higher Rates

May 19, 2026

In this episode of Kurv Your Enthusiasm, Kurv CEO & Founder, Howard Chan, and Portfolio Manager, Dominique Tersin, discuss AI spending, inflation, U.S.-China policy, real assets, and why cash matters again.

Recorded 5/14/2026. 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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