Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing

CEO and Founder of Kurv Investment Management, Howard Chan and Portfolio Manager, Dominique Tersin, discuss current market conditions and dig into:Oil volatility, the Strait of Hormuz, and what it means for global supplyThe Fed’s next move as it balances inflation risk with slowing growthWhere supply and demand imbalances are creating new opportunities

Episode metadata supplied by the publisher feed · Published Apr 27, 2026

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Oil Isn’t the Only Shortage: Hidden Supply Imbalances Investors Are Missing

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