All Episodes

Curia Investment Show 21: Tribal Investing, Berkshire After Buffett, and the CEO Effect

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

Curia Investment Show 19: New Market Highs, AI Optimism, and Bank Earnings

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

Curia Investment Show 17: Oil Shock, Rising Yields & What Markets Are Missing

Curia Investment Show 16: Nvidia’s Peak? AI Infrastructure, Software Rotation & Market Psychology

Curia Investment Show 15: Dividend Stocks Strike Back? China AI, Volatility & Market Rotation

Curia Investment Show 14: Warsh, Abenomics & the Liquidity Cycle — Fed–Treasury Tensions, Debt Monetization, Gold Volatility & Defensive Rotation

Curia Investment Show #13: Kevin Warsh Save the Fed? Did Gold Peak? AI Eats Software