Curia Investment Edge delivers research-backed investing insights to help you stay ahead of the market. Each week, we break down key stock ideas, macroeconomic trends, and overlooked risks — designed for serious investors seeking alpha in an uncertain world. From deep-dive company analysis to contrarian takes on market sentiment, our team of analysts gives you the edge you need to build smarter portfolios. Subscribe for real-world investment strategies, expert interviews, and timeless financial frameworks.
Curia Investment Show 32: Is Wall Street Betting Everything on AI?
Could AI end humanity, and is Wall Street betting like it won't? One of Anthropic's own researchers puts the odds of AI-driven extinction above 10% within a decade. If a biotech said that about a new drug, the SWAT team would already be at the door. So why do AI companies get a pass, and why are they suddenly asking to be regulated? Eoin Treacy of Fuller Treacy Money has a theory, and it isn't about safety. Meanwhile, Big Tech is borrowing more money than the banks, Treasury yields just hit a...
18 Sept 2026
Curia Investment Show 31: OpenAI's $1.3 Trillion Problem with Enrique Abeyta
OpenAI has $1.3 trillion in commitments and less than $200 billion in cash. Is this a warning sign for the entire AI trade? James sits down with Enrique Abeyta, former billion-dollar portfolio manager and founder of Paradigm Press, who makes the case that ChatGPT could end up like Netscape or MySpace — and explains why he thinks we're 6 to 26 months from something that could rival the dot-com crash. They cover: the one signal Enrique says has preceded every recession of his career, why AI's b...
13 Aug 2026
Curia Financial Show 29: Is the AI Boom Building the Future—or a Bubble?
James and Eoin Tracy take a closer look at the massive investment behind the AI boom and ask whether the industry is building the infrastructure of the future—or getting ahead of itself. They discuss AI financing, the race for the dominant model, falling computing costs, productivity, and the potential impact on jobs. They also look beyond AI for investment opportunities, highlighting T-Mobile and Copart as two companies worth watching.
13 Aug 2026
Curia Financial Show 30: Following the Smart Money
Former CBOE floor trader Andrew Keene joins James to explain how he uses institutional options order flow to find trading opportunities. They discuss his trading strategy, lessons from the trading floor, risk management, market conditions, and a live example of a Merck options trade.
21 Jul 2026
Curia Investment Show 28: Mag 7 Meltdown, Greenspan's Legacy & Two Stocks Worth a Look
This week, James and Eoin dig into the Mag 7 sell-off rattling markets, breaking down why the "cash machine" mega-caps are suddenly burning through their balance sheets to fund an AI arms race — and what happens if the earnings never show up. They also look back at Alan Greenspan's legacy following his passing at 100, and debate whether new Fed governor Kevin Walsh's more tight-lipped, hawkish approach is a welcome shift or an untested bet. Plus: is gold's pullback a buying opportunity, and t...
Episode 26 of the Curia Investment Show features James Early and Owen Tracy of Fuller Tracy Money diving into the biggest market topics of the week. First up: the SpaceX IPO. After surging 50% in just three trading days, James and Owen debate whether the hype is justified — weighing the Starlink and xAI angles against the reality of lockup expirations, options market signals, and the classic post-IPO trough of disillusionment. Owen's verdict? Don't chase it now, but a better entry point is li...
26 Jun 2026
Curia Investment Show 27: The New Wave of ETF Innovation with Johnny Wu
Episode 27 of the Curia Investment Show features James Early in conversation with Johnny Wu, founder and CEO of X ETFs — a Wall Street veteran who spent over a decade at Barclays running structured products and derivatives before launching his own ETF firm. James and Johnny take a wide-ranging look at the ETF industry: why the market is flooded with new products, which ones are genuinely useful versus gimmicky, and how leveraged ETFs like TQQQ can be a wealth trap for buy-and-hold investors d...
8 Jun 2026
Curia Investment Show 25: Robinhood's AI Trading Agent, Micron & SK Hynix Join the Trillion-Dollar Club, and Dell's 40% Day
James Early and Owen Tracy of Fuller Tracy Money cover four big stories this week. Robinhood's new AI trading agent can now trade automatically on your behalf — even charging your credit card to do it. James is skeptical, Owen sees it as the natural evolution of a bull market, but both agree the real edge goes to investors who build rule-based models with proper risk management — not those who just tell the AI to "make me money." On Micron and SK Hynix: both are up nearly 1,000% over the past...
8 Jun 2026
Curia Investment Show 24: Iran, IBM's Quantum Leap, Nvidia's Limits, and the IPO Wave That Could Reshape AI Investing
In this episode, James Early and Owen Tracy of Fuller Tracy Money tackle five big stories: the Iran ceasefire talks and what an oil price breakout could mean for markets; the White House's $2 billion quantum computing foundry bet on IBM and why it's more credible than it sounds; Nvidia's blockbuster quarter and why the stock barely moved; the coming wave of AI mega-IPOs from SpaceX, OpenAI, and Anthropic and how to play them without getting burned; and the rise of AI-powered automated trading...
14 May 2026
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 ...
11 May 2026
Curia Financial Show 22: Is Buffett Missing AI? Bitcoin Momentum, Oil Markets & GameStop Speculation
In this episode of the Curia Investment Show, James Early is joined by Eoin Tracy of Fuller Tracy Money and Curia analyst Matthew McClintock to discuss some of the biggest stories moving markets right now. The conversation covers oil volatility and Middle East tensions, the future of U.S. LNG infrastructure, and why pipeline companies could benefit from growing AI and energy demand. The team also breaks down GameStop CEO Ryan Cohen’s push to acquire eBay and what it says about the return of s...
5 May 2026
Curia Investment Show 21: Tribal Investing, Berkshire After Buffett, and the CEO Effect
In this episode of the Curia Investment Show, James Early is joined by Emmet Savage, founder of MyWallSt, for a wide‑ranging conversation on how investing is evolving. They discuss Berkshire Hathaway’s transition beyond Warren Buffett, the growing role of CEO identity and tribalism in markets, and how investor behavior is increasingly shaped by belief, narrative, and leadership—not just fundamentals. The episode also explores the widening valuation gap between AI‑adjacent “halo” stocks and Sa...
24 Apr 2026
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. ...
22 Apr 2026
Curia Investment Show 19: New Market Highs, AI Optimism, and Bank Earnings
James Early and Owen Tracy break down the S&P 500’s push to new highs, driven largely by a resurgence in major tech stocks and renewed confidence in artificial intelligence. They debate whether the rally is justified amid geopolitical tensions, elevated valuations, and mixed signals from energy markets, while arguing that easing risk premiums and strong earnings momentum support the breakout. The discussion also covers bank earnings, private credit fears, and what falling oil prices mean ...
13 Apr 2026
Curia Investment Show #18: Markets Surge on Ceasefire, SpaceX IPO & Inflation Outlook
In this episode of the Curia Investment Show, we break down a market at a critical inflection point. With elevated uncertainty and major indices testing key technical levels, we discuss why the “buy the dip” instinct is starting to re-emerge. We explore the growing role of AI — from its impact on software and infrastructure to its influence on geopolitics and even modern warfare. The conversation also covers how massive investment in AI infrastructure is creating opportunities in unexpected a...
19 Mar 2026
Curia Investment Show 17: Oil Shock, Rising Yields & What Markets Are Missing
In this episode of the Curia Investment Show, we break down the intersection of geopolitics, energy markets, and the global economy — and what it means for investors. With rising tensions in the Middle East, we discuss the risk of oil supply disruptions and the potential for significantly higher energy prices. More importantly, we explore the second-order effects — from supply chain pressure to stress in emerging markets — that may not yet be fully priced in. Despite these risks, markets rema...
5 Mar 2026
Curia Investment Show 16: Nvidia’s Peak? AI Infrastructure, Software Rotation & Market Psychology
In this episode of the Curia Investment Show, we unpack the latest developments in artificial intelligence investing following Nvidia’s blockbuster earnings report. Despite extraordinary revenue and profit growth, Nvidia’s stock has pulled back — raising an important question: is the market signaling that peak growth may already be priced in? We also explore the broader AI investment landscape, including where the real opportunities may lie within AI infrastructure. From chips and memory to v...
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