Curia Investment Show #10

In this episode of The Curia Investment Show, host James Early is joined by Shaoping Huang (Curia Financial), Eoin Treacy (Fuller Treacy Money), and Enrique Abeyta (Paradigm Press) for a wide-ranging, honest discussion about one of the most unusual market years in recent history.

2025 saw:
 • U.S. stocks hit all-time highs near $70 trillion in market cap
 • Margin debt surge to record levels
 • AI move from hype to real enterprise revenue
 • Nvidia briefly reach a $5 trillion valuation
 • Gold spike above $4,500, while oil fell
 • Political volatility, tariffs, and shifting Fed expectations

In this livestream, we break down:
 • The biggest investing lessons from 2025
 • Why AI monetization (not speculation) mattered this time
 • How market concentration and the “Magnificent Seven” reshaped returns
 • What gold and silver’s surge really says about risk and liquidity
 • Why forecasts fail — and what processes actually work for investors

We also dive into a fast-paced 2026 lightning round, covering:
 • Will the Mag-7 grow or shrink as a share of the S&P 500?
 • Do Trump-era tariffs survive Supreme Court scrutiny?
 • U.S. vs UK interest rates — who cuts more?
 • Gold, silver, and bitcoin: higher or lower by the end of 2026?
 • Does the AI bubble burst — or just cool off?

Finally, each guest shares one stock or investment idea for 2026, ranging from mega-cap tech to autonomous driving and AI infrastructure.

This is not a prediction show — it’s a grounded discussion about investing when certainty is low, narratives are loud, and discipline matters more than ever.

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