Cam Harvey: Through the Noise

About Cam Harvey: Through the Noise

Fuqua economist Campbell Harvey gives his insights on pressing topics within the worlds of economics and finance.

Publisher

Duke University's Fuqua School of Business

Category

business

Language

en

Explicit

No

First episode

14 Jan 2026

Latest episode

7 Oct 2026

Latest episodes

28 episodes in the feed.

1. 

   7 Oct 2026

   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 that structural changes in the U.S. economy, including lower immigration and AI-driven productivity gains, could mean that modest employment growth is becoming the new normal. With unemployment remaining low, he explains why positive payroll growth can still be ...

2. 

   30 Sept 2026

   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 yield above 5% needs to be viewed in a much broader historical and economic context. Harvey argues that today’s interest rates are less extraordinary than the near-zero rates that followed the Global Financial Crisis and COVID-19. He examines what the y...

3. 

   24 Sept 2026

   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 explains why inflation should not be analyzed in isolation. The economic growth environment matters: an upside inflation surprise during a recession can carry very different information for markets than the same surprise during normal or strong growth. Cam o...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

Contact Cam Harvey: Through the Noise

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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