The Market Story Nobody Is Talking About: SpaceX, Inflation & A New Fed Chair

Join us on this episode of Kurv Your Enthusiasm as we break down one of the most eventful months for markets in recent memory. This episode covers the record-breaking SpaceX IPO, easing tensions between the U.S. and Iran, inflation climbing back above 4%, and what Kevin Warsh's first Federal Reserve meeting could mean for investors. We also reflect on the legacy of former Fed Chairman Alan Greenspan and discuss how today's economic environment may shape portfolio positioning for the second half of 2026. Topics Covered: The largest IPO in U.S. history: SpaceX U.S.–Iran ceasefire and the impact on oil markets Inflation reaccelerates above 4% Kevin Warsh's first Federal Reserve meeting Remembering Alan Greenspan's legacy Portfolio positioning for the second half of 2026 Guests: Howard Chan – CEO & Founder, Kurv Investment Management Dominique Tersin – Portfolio Manager, Kurv Investment Management Hosted by, Chris Yang – Kurv Investment Management