Curia Investment Show #18: Markets Surge on Ceasefire, SpaceX IPO & Inflation Outlook

In this episode of the Curia Investment Show, we break down a market at a critical inflection point. With elevated uncertainty and major indices testing key technical levels, we discuss why the “buy the dip” instinct is starting to re-emerge.We explore the growing role of AI — from its impact on software and infrastructure to its influence on geopolitics and even modern warfare. The conversation also covers how massive investment in AI infrastructure is creating opportunities in unexpected areas, particularly in domestic industrials.Finally, we touch on key macro drivers including the yield curve, bank profitability, and shifting market psychology in an environment where narratives and uncertainty are increasingly moving prices.