Campbell Harvey
Canadian economistWikipedia
9
MENTIONS
6
EPISODES
4
PODCASTS
Search complete. 9 mentions across 6 episodes found for "Campbell Harvey".
Oct 1, 2026
The Yield Curve and Shipping Risks
T
7:55Tom KeeneHOST
And Matt Brill, thank you so much for waiting.
T
7:58Tom KeeneHOST
Cam Harvey, folks, is my essay of the year.
T
8:01Tom KeeneHOST
This year, the essay is a research report.
T
8:04Tom KeeneHOST
Rob Arnott, Christopher Brightman, Campbell R. Harvey, Kurounian, I'm gonna butcher that, I'm sorry, and Omid Shakouri.
T
8:13Tom KeeneHOST
It is an absolute must-read in March on fundamental growth.
T
8:18Tom KeeneHOST
Cam Harvey, quickly, 'cause I gotta get to Matt Brill.
T
8:21Tom KeeneHOST
We are taught that cheap is value and expensive is growth.
T
8:25Tom KeeneHOST
Wrong! Why is your essay with Rob my essay of the year?
Is there a crisis in the bond market?
R
0:01Robert OlingerHOST
I'd like to once again welcome everyone back to our new episode of Cam Harvey's Through the Noise.
R
0:09Robert OlingerHOST
Cam, I was reading the news this week and I came across a title that I know you're going to have some opinions about.
R
0:21Robert OlingerHOST
So American bond market is entering a crisis with no historical parallel.
How to Gain an Edge in Markets: History, Cycles & Bubbles | Mike Bell, CFA — Part 1
M
32:19Mike BellGUEST
How did we get out of it in the past? And therefore, can you use that as a framework to try and predict where we may be going from here? I think you can.
A
32:29Alan O'SullivanHOST
I recently interviewed Professor Campbell Harvey, and to your point about looking back and how useful records could be in He released a pretty famous paper talking about inflation and how inflation is an excellent hedge against purchasing power over the long term.
A
32:48Alan O'SullivanHOST
Not so great over the short term because it's volatility.
A
32:50Alan O'SullivanHOST
But he went back and looked at the Romans kept great records.
Professor Alex Edmans, London Business School, on the Madness of Markets… and Sustainable Investing
J
18:51Jason MitchellHOST
I mean, We hear axioms like people are our greatest asset.
J
18:56Jason MitchellHOST
And there's serious academics like yourself, Cam Harvey at Duke, Luigi Zingales and others doing really rigorous work in this area.
J
19:04Jason MitchellHOST
But it seems like practitioners generally tend to overlook it.
J
19:08Jason MitchellHOST
So.
Is It like 1999 or 1929?
R
0:00Robert OlingerHOST
Well, I wanna thank everyone for joining us in the studio again today for another episode of Cam Harvey's Through the Noise.
R
0:08Robert OlingerHOST
Um, so Cam, we've been talking, you know, a lot about, uh, th- all of the innovations and all of the growth, and all of the stuff that's happening in the markets, but the overall theme that I am getting when I read the news, and I'm feeling inside of myself, is a deep amount of pessimism.
C
0:26Campbell HarveyHOST
Oh.
Are rising long-term interest rates really bad news for the U.S. economy?
R
0:00Robert OlingerMODERATOR
Welcome back to the studio.
R
0:03Robert OlingerMODERATOR
We're here for one more episode of Cam Harvey's Through the Noise.
R
0:08Robert OlingerMODERATOR
Cam, this week I want us to kind of return to some of the themes that we've talked about in the past due to what I'm hearing in the news right now, and I'm a little confused.
R
0:19Robert OlingerMODERATOR
There is a lot of talk about rates and the upcoming Fed meeting.