Curia Investment Show 20: Markets Ignore War, Apple’s CEO Switch, and the Fed’s Future

In this episode of the Curia Investment Show, James Early and Owen Tracy examine why stock markets continue to climb despite rising oil prices and ongoing tensions with Iran. They discuss how U.S. energy independence, AI‑driven earnings growth, and investor conditioning to “buy the dip” are muting geopolitical risk. The conversation explores software stocks and large corporate buybacks as signals of a potential bottom, while also assessing global energy vulnerabilities, particularly in Asia.The hosts then turn to Apple’s leadership transition as Tim Cook prepares to step aside, debating whether Apple’s cautious approach to AI could ultimately prove advantageous. The episode closes with a deep dive into Kevin Warsh’s Federal Reserve nomination, weighing concerns about Fed transparency, balance sheet policy, and moral hazard, before wrapping up with stock ideas including Amazon, Roper Technologies, and a broader discussion on Bitcoin as a signal of rising liquidity.