Curia Investment Show 23: China Chips, Rising Prices & Hidden Gems

In this week's episode, host James Early is joined by Owen Tracy of Fuller Tracy Money (based in Dallas, TX) to break down the biggest stories moving markets right now.First up: Donald Trump's first visit to China in nearly nine years. James and Owen dig into what's really at stake — from Jensen Huang's last-minute addition to the delegation and what it signals about chip deals, to the key question of Taiwan and whether Xi Jinping is looking for a real agreement or just a photo op. With the Iran war disrupting oil supply chains and hurting both economies, both sides have plenty of motivation to talk — but very different goals.Then the duo tackles the latest inflation data, which hit a three-year high and outpaced wage gains for the first time since 2022. What does this mean for everyday Americans and global food prices — and why didn't anyone warn us sooner?Finally, James and Owen wrap up with stock ideas they're watching: Visa and Mastercard, which are showing strong fundamentals despite legislative headwinds, and McEwen Mining (MUX), a silver and copper play that could benefit from global electrification trends and India's shift away from gold.Owen Tracy will be speaking at the Dallas Money Show this Saturday at 2:15 PM CT.