Episode: 1362June 17, 2026

Will falling oil prices drive the Fed to cut rates?

Tags:

artificial intelligence, capex, Cursor, Fed, inflation, Kevin Warsh, oil, SpaceX

Inside this episode:

Congrats to the New York Knicks! [0:25]
Introducing the only newsletter you’ll ever need: Curzio Alpha [8:55]
SpaceX’s move to buy Cursor is brilliant [19:46]
Will crashing oil prices lead to lower inflation? [28:29]
Get your popcorn ready for Kevin Warsh’s first Fed meeting [30:14]
AI capex is unlike anything we’ve ever seen [47:58]

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Will falling oil prices drive the Fed to cut rates?

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Could South Korea trigger another 2008 crash?

BlackRock and Meta’s $12B bond deal changes the AI landscape

Alphabet is in a league of its own among hyperscalers

Are smarter AI models creating a cyber threat?

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