Cam Harvey: Through the Noise
Fuqua economist Campbell Harvey gives his insights on pressing topics within the worlds of economics and finance.
Episodes
14 episodes
The Debt Bomb Ticking Toward 2033
Is America's national debt a slow-moving crisis hiding in plain sight? In this episode of Through the Noise, Duke finance professor Campbell Harvey breaks down why the U.S. debt is far larger than headlines suggest - closer to $39 trillion once...
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Season 1
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Episode 14
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15:37
The Four Horsemen of Technological Disruption
Cam Harvey reveals why AI is just one piece of a much larger puzzle. In this episode, he outlines four simultaneous technological disruptions — artificial intelligence, quantum computing, decentralized technologies, and multiomics — arguing tha...
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Season 1
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Episode 13
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17:10
Why Executives Are Dangerously Wrong About AI's Impact
The latest CFO Survey, directed by The Fuqua School of Business in partnership with the Federal Reserve Banks of Richmond and Atlanta, suggests AI won't meaningfully shrink payrolls. In this episode, Professor Harvey argues that CEOs and CFOs a...
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Season 1
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Episode 12
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12:40
AI and the Decoupling of Jobs from Economic Growth
What if working fewer hours coincided with stronger economic growth?New labor data reveals a puzzling trend: employment is being revised downward even as the economy keeps growing. Professor Harvey explores whether AI is the variable tha...
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Season 1
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Episode 11
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10:16
The Seven Risks of the Iran War
The war in Iran is being treated by financial markets as a systemic event rather than a local conflict.In this episode, Professor Harvey outlines a framework for understanding that distinction. He distinguishes between geographically con...
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Season 1
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Episode 10
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9:32
How Markets Absorb Geopolitical Shock
Geopolitical events test how quickly and efficiently markets incorporate risk. When news of military action in Iran broke outside traditional trading hours, investors responded immediately in alternative venues.This episode examines thre...
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Season 1
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Episode 9
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10:01
Tariffs as National Risk Management
Tariffs are typically recognized as a tax. But that framing assumes the only objective is efficiency.Since China’s entry into the World Trade Organization in 2001, the balance of global manufacturing power has shifted dramatically. Where...
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Season 1
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Episode 8
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7:26
Why Bitcoin Is Not the New Gold
Bitcoin is often described as “digital gold.” Both are presented as inflation hedges with supply constraints beyond the control of any single government. But do they serve the same economic function? In this episode, Duke fin...
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Season 1
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Episode 7
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9:13
What the New Fed Chair Signals About Monetary Policy
What does the nomination of a new Federal Reserve chair signal about the future direction of U.S. monetary policy?Professor Harvey uses the announcement as a lens to examine a deeper question inside central banking. He explains how predi...
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Season 1
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Episode 6
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9:16
Gold's Wild Week: Why Prices Surged then Fell 11%
Gold prices moved sharply in late January 2026, surging past $5,500 before dropping 11% in a day. The swing ranks among the largest single-day moves in decades.In the latest episode of Through the Noise, Prof
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Season 1
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Episode 5
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9:05
Gold’s Strength Reflects a Changing World
Why have gold prices hit an all-time high, and what’s driving demand for gold now?In this episode of Cam Harvey: Through the Noise, Duke Fuqua finance professor Campbell Harvey explains the forces behind the recent surge in gold...
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Season 1
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Episode 4
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9:49
Understanding the Impact of Interest Rates
In this episode of Cam Harvey: Through the Noise, Duke Fuqua finance professor Campbell Harvey joins Assistant Dean Robert Olinger to clarify how interest rates are determined, and why long-term rates matter far more for the economy th...
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Season 1
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Episode 3
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10:23
Federal Reserve Independence and the Evolution of Monetary Policy
How independent should the Federal Reserve be as its role in the economy continues to expand?In the latest episode of Through the Noise, Duke Fuqua professor Cam Harvey examines how modern monetary policy has evolved and what that means ...
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Season 1
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Episode 2
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8:10
Is Today’s AI Boom Another Tech Bubble? Lessons from 1999
Are markets experiencing another tech bubble, or is this time fundamentally different?In the first episode of Through the Noise, Cam Harvey, Professor of Finance at Duke University’s Fuqua School of Business, discusses today’s market en...
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Season 1
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Episode 1
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9:39