# Campbell Harvey
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Campbell Russell "Cam" Harvey (born June 23, 1958) is a Canadian economist, known for his work on asset allocation with changing risk and risk premiums and the problem of separating luck from skill in investment management. He is currently the J. Paul Sticht Professor of International Business at Duke University's Fuqua School of Business in Durham, North Carolina, as well as a research associate with the National Bureau of Economic Research in Cambridge, Massachusetts. He is also a research associate with the Institute of International Integration Studies at Trinity College Dublin and a visiting researcher at the University of Oxford.
Did Putin Just K*ll A U.S Senator? — Bitcoin Is Preparing For War
A Duke professor just published a roadmap for profitably attacking Bitcoin using offshore derivatives markets — simultaneously mining enough hash power to take over the network while shorting Bitcoin to zero. The hosts aren't impressed, but they do take it seriously enough to dig into whether a nat…
Liaquat Ahamed on the Railroad Bubble That Crashed the World | #642
Today’s guest is Liaquat Ahamed, the Pulitzer Prize–winning author of Lords of Finance: The Bankers Who Broke the World, one of the greatest financial history books ever written. His new book is called 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.
In today’…
David Booth: 45 Years to $1 Trillion at Dimensional | #646
Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells Fargo.
In today’s episode, David traces Dimensional’s arc from indexing’s earliest days at Wells Fa…
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst.
In today’s episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why tokens are the fast…
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein.
In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. He defends US equity exceptionalism while declining to defend the dollar.
To close, he makes the …
FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650
Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.
In today’s episode, Robin makes the case that bonds, not stocks, are the bedrock of finance and quietly built the modern world.…
The Rise of Crypto
Cryptocurrency has evolved from a niche experiment to a global financial force. But how did we get here? In this episode, professor Itay Goldstein is joined by Duke professor Campbell Harvey and Neha Narula, director of the MIT Media Lab’s Digital Currency Initiative, to explore the milestones that…
Roger Ibbotson - Why Isn’t Everyone Rich? | #651
Today’s guest is Roger Ibbotson, a finance professor at Yale for four decades and founder of Ibbotson Associates.
In today’s episode, Roger shares a century of stock and bond data and how one dollar became fifteen thousand in large caps over a hundred years. He explains why most people never captu…
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America sits at record valuations.
To close, Dave explains why undervalued commodities …
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock.
In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He shows how specialize…
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আপনি আমাদের ওয়েবসাইট ব্যবহার করতে পারেন3,822,195পডকাস্ট এবং195,457,892পর্বগুলি মানুষ, স্থান, বা বিষয় দ্বারা অনুসন্ধান করতে৷
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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