What Goes Up

A Market Wearing 'Rose-Colored Glasses'

Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, is well known for his research on the yield curve as a recession indicator. While no one could have possibly predicted the cause of this recession – a global pandemic – it’s still true that an inverted yield curve once again predicted an economic downturn. Harvey joins the latest episode of “What Goes Up” to discuss what the bond market is signaling now, along with his new paper on gold.Mentioned in this podcast:<a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3667789">Gold, the Golden Constant, COVID-19, 'Massive Passives' and Déjà Vu</a><a href="https://www.bloomberg.com/news/articles/2020-08-19/fed-minutes-note-consumer-spending-rebound-business-uncertainty">Fed Minutes Show FOMC Backs Away From September Guidance Shift</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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.