Cam Harvey: Through the Noise
Fuqua economist Campbell Harvey gives his insights on pressing topics within the worlds of economics and finance.
Cam Harvey: Through the Noise
Latest Episodes
France ≠ U.S.
Cam Harvey and Robert Olinger examine why surprisingly weak nonfarm payroll growth didn’t trigger the market reaction many investors might expect—and why the headline jobs number may be missing the bigger economic story.Harvey argues tha...
Is there a crisis in the bond market?
Is the U.S. bond market really entering a crisis with “no historical parallel”? In this episode of Cam Harvey’s Through the Noise, Cam Harvey and Robert Olinger examine the headlines surrounding rising Treasury yields and explain why a 10-year ...
p(stag)
Cam Harvey examines “p(Stag)” — the probability of stagflation — and what a high-inflation, low-growth environment could mean for investors and portfolio construction. Drawing on ongoing research into stagflation and asset management, Cam expla...
Is It like 1999 or 1929?
Yes, we are experiencing prolonged war, persistent inflation, 18% of our taxes go to pay only the interest on 40t in debt, long-rates are breaking 5%... but why all the pessimism?In my latest podcast, Through the Noise, with Robert Oling...
Are rising long-term interest rates really bad news for the U.S. economy?
In this episode of *Through the Noise*, Cam Harvey and Robert Olinger examine the debate surrounding Federal Reserve interest rate policy and challenge the conventional narrative about rising Treasury yields.Harvey explains why the Feder...