Tag: Tariffs
What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)

What Top Economist Dr. Campbell Harvey Sees Coming Next (Ep. 104)

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As we kick off 2026, the economic headlines are loud, but the real story is in the data and the incentives behind it.

In this episode, Jeremy Houser sits down with Dr. Campbell Harvey, Duke professor and Research Affiliates Director of Research, known for early work on the inverted yield curve, to break down what matters most for growth, markets, and resilience in 2026.

Campbell discusses:

  • Why the U.S. fiscal picture raises the stakes for stronger real GDP growth
  • Why tariffs function like a tax, plus when they may act more like “risk management” than growth policy
  • Why “AI is just 1999 again” can be a misleading comparison, and what’s different this time
  • What a steepening yield curve may be signaling about long rates, inflation expectations, and growth ahead
  • Why rebalancing is an active decision, and how mechanical timing can create hidden performance drag
  • How products that limit downside exposure can fit into a broader, diversified approach
  • His thoughts on Fixed Indexed Annuities
  • And more

Resources:

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About Our Guest:

Campbell R. Harvey is a Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. He 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.

Professor Harvey has served as Partner and Director of Research for Research Affiliates, LLP, and Investment Strategy Advisor to Man Group, PLC, contributing to both research and product design.

Professor Harvey received the 2015, 2016, 2022, and 2023 Bernstein Fabozzi/Jacobs Levy Award for the Best Article from the Journal of Portfolio Management for his research. He has also received ten Graham and Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics, and computer science.

For the past nine years, Professor Harvey taught Innovation and Cryptoventures – a course that focuses on the mechanics and applications of blockchain technology and web3. He offers a certificate in Decentralized Finance on Coursera. He also teaches the advanced elective Global Asset Allocation and Stock Selection which focuses on systematic investment strategies.

Disclosure: 5078176 – 0126

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Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

Professor Jeremy Siegel: Trump Administration & Economic Outlook for 2025 (Ep. 80)

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Uncertainty defines the future, but clear insights can help us prepare for what lies ahead.

What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements? 

In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market predictions, and fiscal policies for 2025. They also explore the role of AI, inflation, and bond markets in shaping the financial future.

Jeremy discusses: 

  • The implications of a second Trump administration, including potential tax reforms and regulatory changes
  • Predictions for the U.S. stock market, including overvaluation concerns and the performance of major market players
  • Bitcoin & Cryptocurrency
  • The potential impact of AI on global economic growth and innovation, focusing on its long-term promise
  • Inflation trends and their effects on the bond market, emphasizing investment strategies in volatile times
  • The role of tariffs and trade policies in influencing U.S. economic stability and competitiveness
  • And more

Connect with Jeremy Houser:

About Our Guest:

Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. 

Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. 

Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.

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