Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, joins Sarah Ponczek and Mike Regan in this week’s episode of the “What Goes Up” podcast. He discusses his dissertation on the yield curve and what he calls the “Four Horsemen” of a recession. He’s joined by Bloomberg strategist Cameron Crise, who gives a former macro trader’s perspective on how academic research like Harvey's influences buying and selling decisions. 

Mentioned in this podcast:



The Fourth Horseman of the Next Recession ApproachesAlice’s Adventures in Factorland: Three Blunders That Plague Factor InvestingThe Management of Political Risk

Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, joins Sarah Ponczek and Mike Regan in this week’s episode of the “What Goes Up” podcast. He discusses his dissertation on the yield curve and what he calls the “Four Horsemen” of a recession. He’s joined by Bloomberg strategist Cameron Crise, who gives a former macro trader’s perspective on how academic research like Harvey's influences buying and selling decisions. Mentioned in this podcast:<a href="https://www.fuqua.duke.edu/duke-fuqua-insights/harvey-yield-curve-2019">The Fourth Horseman of the Next Recession Approaches</a><a href="https://www.researchaffiliates.com/en_us/publications/articles/710-alices-adventures-in-factorland-three-blunders-that-plague-factor-investing.html">Alice’s Adventures in Factorland: Three Blunders That Plague Factor Investing</a><a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2801334">The Management of Political Risk</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

The 'Four Horsemen' of Recession

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c4a610db-8404-40c8-95b4-ae3c0039ef06/transcript

Advertisement