Curia Investment Show

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Curia Financial

12 episodes

16 hours ago

To stay updated on George Noble’s latest market commentary and upcoming appearances, visit:⁠https://www.nobleroast.show/⁠ Legendary investor George Noble — former right-hand analyst to Peter Lynch, manager of the #1 ranked mutual fund in America (27.5% annualized returns), and veteran hedge fund manager — joins Curia’s James Early for one of the most important market conversations of 2025–2026. In this wide-ranging interview, Noble lays out the 7 biggest risks he sees in today’s stock market,...

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All content for Curia Investment Show is the property of Curia Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

Episodes (12/12)

Curia Investment Show

Curia Investment Show: George Noble’s Full Market Outlook for 2026

3 days ago

1 hour 29 minutes

Curia Investment Show

Curia Investment Show #9: $140K the New Poverty Line? Prediction Markets, Copper Surge & 2025 Stock Picks

Final takeaways of the week and where the market narrative is heading next. Are you “poor” at $136,500 a year? Will Trump Accounts actually help the next generation? Are prediction markets the future of investing—or just gambling with better branding? And what’s really driving the bull case in silver and copper? In this episode of the Curia Investment Show, James Early, Simon Erickson (7investing), Eoin Treacy (Fuller Treacy Money), and Analyst Shaoping Huang break down the biggest economic...

1 week ago

45 minutes

Curia Investment Show

Curia Investment Show #8: Trump Stimulus Checks, Dollar Spike, Nvidia Trouble & Ukraine Peace Trade?

In this week’s Curia Investment Show, James Early is joined by Simon Erickson (Seven Investing) and Eoin Treacy (Fuller Treacy Money) to unpack Nvidia’s blowout earnings, Trump’s proposed $2,000 tariff dividend checks, and the surprising fall of the U.S. dollar. Plus, each expert shares a stock on their radar — including DraftKings, Tencent Music, and Diageo. We’ll also discuss: Why Nvidia’s amazing earnings couldn’t keep the stock up 📉 Is Wall Street underestimating a stealth economic slo...

3 weeks ago

45 minutes

Curia Investment Show

Energy Investing in 2026: Oil’s Runway, Nuclear Hype, The AI Power Crunch

Energy is political, technical, and financial—and investors are struggling to make sense of it. In this Curia Interview, James Early speaks with Dr. Jeff Krimmel, founder of Krimmel Strategy Group, about the real forces shaping the energy market: oil’s long runway, nuclear’s slow rise, and the AI-driven surge in electricity demand. 🔑 Key topics: • Why oil and gas could stay stronger for longer • Nuclear’s promise—and its decade-long timeline • How AI data centers are straining the U.S. power ...

1 month ago

32 minutes

Curia Investment Show

Curia Investment Show #7: Bitcoin Breakdown, ETF Implosions, The Stocks Powering Power-Hungry AI

Bitcoin at a 6-month low. NASDAQ wobbling. AI stocks stumbling. Is the bubble finally here — and what comes next? In this episode of the Curia Investment Show, host James Early is joined by Eoin Treacy (Fuller Treacy Money) and Simon Erickson (@7innovator, 7investing) to tackle four big themes: Bitcoin & Crypto Winters – Why Bitcoin’s drop below key levels might signal another cyclical “crypto winter,” how halvings and liquidity cycles work, and why Eoin calls Bitcoin a “risk asset with...

1 month ago

46 minutes

Curia Investment Show

Curia Investment Show #6: Tesla’s $1 Trillion Gamble, Trump’s Tariffs, and Rising Job Cuts

Tesla’s $1 trillion pay deal. Rising job cuts. Trump’s tariffs on trial. 00:00 – Intro & Market Stats 02:00 – Tesla’s $1 Trillion Pay Package 05:00 – Eoin: Tesla as a Hedge 09:00 – The Musk Premium 11:40 – October Job Cuts Triple 16:00 – Interest Rates “Too High for Too Long” 20:00 – Trump’s Tariffs on Trial 22:50 – Division of Power & Market Impact 27:00 – Stock Picks of the Week 33:00 – Audience Q&A 1️⃣ Are investors too focused on AI? 2️⃣ What if Elon Musk walks away from Tesl...

1 month ago

41 minutes

Curia Investment Show

Top Stocks for 2026: George Noble, Whitney Tilson, Enrique Abeyta

✅ Curia Financial: https://www.curiafinancial.com (Subscribe now to get 3 Best Stocks for 2026 & more) ✅ Enrique Abeyta (Paradigm Press): https://truthandtrends.com ✅ George Noble: https://georgenoble.substack.com ✅ Whitney Tilson (Stansberry Research): https://stansberryresearch.com/our-te... 📈 Top Stocks for 2026 — George Noble, Whitney Tilson, Enrique Abeyta & James Early | Market Outlook & Strategy What should smart investors be buying (or selling) heading into 2026? Join u...

1 month ago

1 hour 4 minutes

Curia Investment Show

Curia Investment Show #5: Tesla, AI Chip Stakes, Quantum Computing Gold, Gov Shutdown...

In this week's live investor briefing, we'll cover: Tesla’s earnings results and how a weak Cybertruck and Robotaxi rollout could affect the company’s outlook. The U.S. government taking equity stakes in AI chip and quantum computing companies — and whether this "nationalization" push is good or bad for investors. The big swings in precious metals, with gold prices surging and plunging this week, and why this volatility is sparking investor concern. The impact of a potential U.S. governme...

1 month ago

54 minutes

Curia Investment Show

Curia Investment Show #4: US-China, AI Circular Payments, Tesla

In this episode of the Curia Investment Show, James Early and Simon Erickson unpack the three biggest stories rattling U.S. markets this week: 💥 China’s Rare Earth Export Curbs – Are we heading into a renewed U.S.-China trade war? What’s at stake for tech, defense, and EV stocks? And why does a fighter jet need 920 pounds of rare earths? 🧠 Circular AI Chip Deals (OpenAI, AMD, Nvidia) – Are these eye-popping chip agreements brilliant partnerships or financial sleight of hand?...

1 month ago

48 minutes

Curia Investment Show

Curia Investment Show #3: AMD, TrumpRx, AI's Hidden Winners, PE's Fall...

Join James Early, Simon Erickson of 7Investing, and Eoin Treacy of Fuller Treacy Money as they unpack the hidden winners of the AI revolution. We’ll explore why 95% of generative-AI pilot programs are failing, how power-hungry AI data centers are driving electricity demand into the gigawatt era, and why “picks and shovels” stocks like Vertiv—a leader in computer-room air handlers and liquid-cooling systems—are seeing explosive revenue growth. We’ll also break down the blockbuster partne...

2 months ago

48 minutes

Curia Investment Show

Curia Investment Show #2: Fed Cuts, China Stocks Hot or Not?, AI Propping US Market Up (& 3 stocks)

Markets are on fire — but is it all smoke? On this week’s Curia Investment Show, James Early, Simon Erickson (7investing), and Eoin Treacy (Fuller Treacy Money) unpack the Fed’s latest rate cut, China’s raging stock market, and whether AI spending is fueling a bubble or the next growth wave.

3 months ago

47 minutes

Curia Investment Show

In the debut of The Curia Investment Show, James Early, Todd Lechtenberger, and Simon Erickson cut through the noise on three big market stories: the U.S. government’s surprising stake in Intel, whether AI stock valuations can hold up, and why questions around Federal Reserve independence are rattling bond investors. Clear insights, candid discussion, and a focus on what really matters for long-term investors.

3 months ago

44 minutes