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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]
Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
