GM07: The father of the Yield-Curve indicator ft. Campbell Harvey

GM07: The father of the Yield-Curve indicator ft. Campbell Harvey

In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. Cam served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. He holds a Ph.D. in Finance from the University of Chicago.

Although Cam is well-known as being the inventor of the Yield-Curve Indicator, with an eight for eight track record in forecasting recessions in the U.S., he is also involved in crypto and blockchain technology, which made our conversation wide-ranging and super interesting.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

Topics Discussed in this Episode:

  • The ‘Great Compression’ rather than another Great Depression
  • How the Yield Curve indicator was signalling a mild recession even before the Corona crisis
  • Why politician’s would rather have inflation than raise taxes
  • How 50% of all companies in the S&P 500 were completely unaware of the risk of pandemics
  • Why Bitcoin failed as a hedge in its first ever recession
  • Why the US Dollar’s days as a world reserve currency are numbered
  • Why central banks may now feel incentivised to create their own digital currencies
  • Technology and how it’s going to unleash opportunities to transact value & human capital on a scale never seen before
  • Cam’s somewhat rare, positive outlook for the future
  • Why peer to peer transactions and lending will be the way forward

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rob on Twitter.

Follow Moritz on Twitter.

Follow Campbell on Twitter.

Copyright © 2025 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Avsnitt(925)

TTU45: How To Overcome Cognitive Bias in Investing & Trading ft. Roy Niederhoffer of R. G. Niederhoffer Capital Management – 1of2

TTU45: How To Overcome Cognitive Bias in Investing & Trading ft. Roy Niederhoffer of R. G. Niederhoffer Capital Management – 1of2

Roy Niederhoffer has a fascinating live story that starts with Harvard and neuroscience and continues into his starting a hedge fund in the short-term trading space in 1993. Roy discusses the exciting...

17 Nov 20141h 18min

TTU44: Buy Low & Sell High: Is It Really That Easy? ft. Mark Whitmore of Whitmore Capital Management – 2of2

TTU44: Buy Low & Sell High: Is It Really That Easy? ft. Mark Whitmore of Whitmore Capital Management – 2of2

In the second part of our conversation with the founder of Whitmore Capital Management, we learn the daily challenges, and lessons learned right from the founder and owner of a fledgling firm. We dive...

13 Nov 20141h 23min

TTU43: The Case For Currencies As An Asset Class ft. Mark Whitmore of Whitmore Capital Management – 1of2

TTU43: The Case For Currencies As An Asset Class ft. Mark Whitmore of Whitmore Capital Management – 1of2

Our next guest started his firm back in 2012, and we’re talking to him at a special moment in the company’s evolution as it starts to gain outside capital and make its mark in the industry. Listen in ...

10 Nov 20141h 22min

TTU42: Why You Need this Trading Strategy TODAY ft. Kathryn Kaminski of AlphaSimplex – 2of2

TTU42: Why You Need this Trading Strategy TODAY ft. Kathryn Kaminski of AlphaSimplex – 2of2

Welcome to Part 2 of our conversation with researcher and co-author of one of the definitive books on trend following. In this conversation, we dive into the the models that she used in writing the bo...

6 Nov 20141h 5min

TTU41: Trend Following Expert Explains All ft. Kathryn Kaminski of AlphaSimplex – 1of2

TTU41: Trend Following Expert Explains All ft. Kathryn Kaminski of AlphaSimplex – 1of2

Our next guest is different than any guest we’ve had before, as she is not a fund manager but has spent much of her life’s work researching and writing about the topic of trend following. She is a tru...

3 Nov 20141h 8min

TTU40: What To Do If You Are Making Too Much Money! ft. Mike Harris of Campbell & Company – 2of2

TTU40: What To Do If You Are Making Too Much Money! ft. Mike Harris of Campbell & Company – 2of2

Welcome to Part 2 of our conversation with Managed Futures expert and President Mike Harris of Campbell & Company. In this episode we delve into the specifics of Campbell & Company’s trading programs,...

30 Okt 20141h 9min

TTU39: President of Famous CTA Firm Tells All ft. Mike Harris of Campbell & Company – 1of2

TTU39: President of Famous CTA Firm Tells All ft. Mike Harris of Campbell & Company – 1of2

This episode goes in-depth into the history of one of the most well-known managed futures firms in the world, Campbell & Company. We explore the beginnings of the company, how they have dealt with cha...

27 Okt 20141h 9min

TTU38: The Real Secret Behind Trend Following & How It Works ft. Martin Lueck of Aspect Capital – 2of2

TTU38: The Real Secret Behind Trend Following & How It Works ft. Martin Lueck of Aspect Capital – 2of2

In the second part of our conversation with AHL founder and Aspect Capital Director, we dive into the details of his firm’s strategies and models. We explore how the models evolve, how he deals with r...

9 Okt 20141h 8min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
badfluence
svd-tech-brief
uppgang-och-fall
avanzapodden
bathina-en-podcast
rss-borsens-finest
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
24fragor
kapitalet-en-podd-om-ekonomi
dynastin
kvalitetsaktiepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
lastbilspodden