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? Who really has the upper hand — the chipmakers or the buyers? 

🚗 Tesla’s Earnings and Global Woes – Record deliveries? Yes. But a 50% sales drop in Europe, thinning margins, and rising EV competition from China raise serious questions. 

📉 Stocks to Watch: — Why Carvana (CVNA) might be this cycle’s meme stock trap — Why MercadoLibre (MELI) could be a buy-the-dip international opportunity 

Plus: — Where to invest if U.S.–China tensions escalate — What sectors look safest right now for risk-conscious investors — Why consumer discretionary might be quietly turning the corner 

✅ Don’t miss these insights if you care about market risks, AI bubbles, EV disruption, and how geopolitics are shaping investor returns. 

📩 Want the one-page cheat sheet for this show? Head to CuriaFinancial.com and subscribe on the homepage.

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