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
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 and market forces shaping 2025—from middle-class affordability to industrial metals to the explosive rise of Polymarket.
We also share four stocks to watch right now, plus the one metal Eoin picks as the best buy today.
Topics Covered:
• The “New Poverty Line” debate
• Trump Accounts + the Michael Dell $6.25B donation
• Prediction markets vs investing (Kalshi, Polymarket, DraftKings)
• Silver vs Copper: solar demand, tariffs, COMEX/LME spreads
• SkyWater, Stellantis, Copart, and Campbell’s Soup stock ideas
• Which metal to own: gold, silver, or copper?
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