Curia Investment Show #13: Kevin Warsh Save the Fed? Did Gold Peak? AI Eats Software

In this episode of The Curia Investment Show, James Early is joined by Eoin Treacy of Fuller Treacy Money and Curia analyst Xiaoping Huang to break down Donald Trump’s potential pick of Kevin Warsh as the next Fed chair — and why markets are uneasy about it.The discussion covers Fed credibility, bond market reactions, balance-sheet policy, and whether Warsh is likely to act as a principled hawk or a political operator. The panel then turns to gold, analyzing whether the recent plunge and rebound represents a buying opportunity or a volatile pause after a historic run.Finally, the team examines the selloff in software stocks after AI erased hundreds of billions in market cap. Is AI genuinely disrupting SaaS, or is the market extrapolating too far, too fast?The episode closes with three stock ideas spanning AI infrastructure, defensive consumer names, and resilient software — offering practical perspective in an uncertain market.