Curia Investment Show

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 is a business podcast hosted by Curia Financial, with 7 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Curia Financial hosts Curia Investment Show, a business show with 7 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #29

  Curia Financial Show 29: Is the AI Boom Building the Future—or a Bubble?

  Aug 13, 202630 minS1

  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.

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  Episode #30

  Curia Financial Show 30: Following the Smart Money

  Aug 13, 202649 minS1

  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.

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  Episode #28

  Curia Investment Show 28: Mag 7 Meltdown, Greenspan's Legacy & Two Stocks Worth a Look

  Jul 21, 202629 minS1

  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 two stock ideas on the hosts' radar — a beaten-down retail name and an under-the-radar regional bank riding Dallas's growth boom.

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  Episode #27

  Curia Investment Show 27: The New Wave of ETF Innovation with Johnny Wu

  Jun 26, 202646 minS1

  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 despite impressive point-to-point returns. Johnny pulls no punches on the risks of volatility decay and why most retail investors misuse these products. The conversation then zeroes in on X ETFs' two newly launched daily income funds — NYYY (NVIDIA) and TYYY (Tesla). Johnny breaks down how they work under the hood, using treasuries and options to generate daily income while preserving most of the underlying stock's upside — a different construction from the covered call strategies already on the market. James and Johnny also dig into first-mover advantage in the ETF space, AI infrastructure investment themes, and what the future product pipeline at X ETFs looks like. If you want to follow Johnny and X ETFs, visit xetfs.com or find them on X, LinkedIn, and Instagram.

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  Episode #26

  Curia Investment Show 26: SpaceX IPO Hype, Fed Inflation Trap & Stock Ideas

  Jun 26, 202631 minS1

  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 likely coming. Then the conversation shifts to agricultural commodities and what the apparent end of the Iran war could mean for food prices — and whether that creates a fresh inflation headache for new Fed Chair Kevin Warsh. Owen draws a compelling parallel to the Bank of Japan's strategy of letting inflation run to quietly inflate away national debt, arguing the Fed may be doing the same thing whether they admit it or not. To close out, Owen shares why he's buying silver again on the pullback, and James spotlights Allison Transmission (ALSN) — a defense and industrial transmission maker he thinks may be unfairly punished by EV fears despite strong fundamentals.

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