What podcasts say about Cam Harvey

Every statement, with the speaker, the exact quote and the moment it was said.

What Cam Harvey has said on podcasts

4 statements · 2 positive · 2 negative

on TIPS breakeven ratesPositiveOct 1, 2026· Bloomberg Surveillance
TIPS breakevens are the best measure of expected inflation.
“So the best way to think about expected inflation is to look at the TIPS market.”
Listen at 4:30
Open the episode · The Yield Curve and Shipping Risks
on Federal Reserve 2% inflation targetNegativeOct 1, 2026· Bloomberg Surveillance
Markets do not believe the Fed’s 2% inflation target.
“So that means that people don't believe the 2% target.”
Listen at 4:53
Open the episode · The Yield Curve and Shipping Risks
on U.S. interest ratesNegativeOct 1, 2026· Bloomberg Surveillance
Higher expected real growth is driving rising interest rates.
“The reason that rates are going up. is because of higher expected real economic growth.”
Listen at 7:21
Open the episode · The Yield Curve and Shipping Risks
on Growth investingPositiveOct 1, 2026· Bloomberg Surveillance
Growth investors should measure growth directly through sales and R&D growth.
“So why not look at growth when you're investing in growth? Indeed, if you think of the major indices like the Russell 1000 value, Russell 1000 growth, you put those together equally, you get the market portfolio, the Russell 1000.”
Listen at 8:34
Open the episode · The Yield Curve and Shipping Risks

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.