Campbell Harvey

Rob Arnott, Founder of Research Affiliates, and Campbell Harvey, Professor of Finance at Duke University, dive into pressing financial themes. They dissect the risks of passive investing in today's market dominated by megacaps. The conversation explores the AI boom's potential to reshape investment strategies and parallels between today's market and the Dot-Com era. They also highlight opportunities in small caps and foreign markets, scrutinizing government spending's role and the pressing need for reform in the face of rising national debt.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on bullish market sentiments for 2026, warning that valuations may already reflect strong outcomes. She emphasizes the need for broader earnings to ensure market rotation and suggests moving portfolios away from heavy tech exposure. Meanwhile, Campbell Harvey, a finance professor at Duke, highlights the strength of R&D investments and debates the store-of-value status between gold and Bitcoin, reframing AI spending away from 1999 bubble comparisons.

Campbel Harvey, a renowned Professor of Finance at Duke University and Partner at Research Affiliates, shares his insights on gold as an investment. He discusses his research on gold's performance compared to inflation, highlighting its volatility. Harvey explains the influence of ETFs and central banks on gold prices and the importance of entry price for investment returns. His work underscores gold's resilience during market downturns, making a case for its role in modern investment portfolios.

Professor Campbell Harvey, a finance expert from Duke University and creator of the inverted yield curve, sheds light on the current economic landscape. He discusses the surprising resilience of the economy in 2023 and the potential end of the boom-bust cycle. The conversation dives into how technological innovations and the impact of wealthy consumers shape growth prospects. Harvey also critiques the Federal Reserve's policies and explores the implications of the inverted yield curve, offering insights into the future of U.S. economic stability.

Professor Campbell Harvey, creator of the inverted yield curve, discusses the economy, the Federal Reserve, and the yield curve. He criticizes the Fed's unnecessary rate hikes in 2023 and argues for immediate rate cuts. He explains the origin of the inverted yield curve and its track record in predicting recessions. He also suggests that slower economic growth caused by the yield curve may be a positive, preventing a deep recession.

Campbell Harvey, a finance professor at Duke University and expert on yield curves, joins Mike Green and Harley Bassman for a deep dive into today's economic landscape. They discuss the inverted yield curve as a recession indicator and analyze the effects of different investment strategies in a K-shaped economy. The conversation critiques passive investing and its risks, all while emphasizing the need for adaptable investment frameworks. Harvey sheds light on the shifting value from consumers to corporations, providing actionable insights for navigating the current market.

This podcast features past guests like Ed Thorp, Richard Thaler, Jeremy Grantham, and more discussing the challenges and benefits of diversified portfolios during market downturns, analyzing asset allocation performance against the S&P 500, and exploring strategies for global diversification and risk management in investing.

Campbell Harvey, a finance professor at Duke University known for his pioneering work in crypto, and Neha Narula, director of MIT Media Lab's Digital Currency Initiative with expertise in the history of money, dive into the transformative journey of cryptocurrency. They discuss its promise for financial inclusion, explore the inefficiencies in traditional banking, and highlight how trust has shaped the evolution of money. The conversation also tackles the balance between centralization and decentralization in finance, showcasing the innovative potential of digital assets.

Campbell Harvey, a leading economist renowned for his work on the inverted yield curve, brings urgent insights for real estate investors. He discusses alarming inflation trends, particularly the misleading shelter costs in the Consumer Price Index. Harvey emphasizes the Federal Reserve’s slow reaction to inflation and predicts rate cuts that could benefit real estate investments. He also highlights the importance of understanding emerging economic indicators, urging investors to act swiftly for optimal returns amidst expected changes.

Campbell Harvey, a finance professor at Duke University, shares his insights on behavioral finance and the evolution of decentralized finance (DeFi). He discusses his journey from skepticism to embracing crypto and the transformative potential of DeFi in improving financial systems. Harvey also highlights challenges in cryptocurrency security and the role of custody services. He critiques misleading financial research and emphasizes mentorship in navigating the evolving landscape of retail investing. Expect enlightening perspectives on how technology is reshaping finance!