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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Kurv Investment Management delivers actively managed, tax-efficient investment strategies to investors of all sizes. Founded by a team of investment professionals from PIMCO and Goldman Sachs with decades of experience managing portfolios for sovereign wealth funds and endowments, Kurv brings that same institutional expertise to advisors and their clients through accessible ETF solutions. By packaging sophisticated investment strategies into active ETFs, we provide institutional grade tools designed to help investors pursue their long-term financial goals.

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