Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed
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- čas přidán 24. 04. 2023
- Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster, and Jake Taylor. See our latest episodes at acquirersmultiple.com/podcast
Campbell R. Harvey is Professor of Finance at the Fuqua School of Business, Duke University and a Research Associate of the National Bureau of Economic Research in Cambridge, Massachusetts
Twitter: @camharvey
About Jake: Jake is a partner at Farnam Street.
Jake's website: farnam-street.com/vah
Jake's podcast: / 5_gqs
Jake's Twitter: / farnamjake1
Jake's book: The Rebel Allocator amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999). - Zábava
Thank you guys for not interrupting him and letting him talk!
Impressed with the lungs on Harvey
Thanks to Prof Harvey for his time.
Interesting discussion. Appreciate the opportunity for him to talk at length on the niche topic.
Professor Harvey seems like he’s an amazing professor
Jake Taylor's Veggie Segment: 00:00 - Just the meat and potatoes this week boys
Haha, I had a segment ready to go, but wanted to let Prof Harvey share his insights. We'll get to veggies next week.
@@jacobtaylor6544 no one complains when you get to go straight to dessert.
In the long term we all need lots of veggies!
@@jacobtaylor6544 Thought that might have been the case and I'm sure the other 10 like myself appreciated the sentiment. Looking forward to next week.
Wow!!! Great discussion. Was waiting for this one.
Wow, what a guest!
Campbell Harvey must be pretty altruistic to publish the yield curve inversion thesis instead of keeping it to himself and using it for macro trading
Wonderful conversation as usual.
Been waiting for this episode !
Harvey seems like a great communicator. Rightfully this episode was centered around him, but I would have loved if you guys educated him on some veggies. It would have been worth his while to see how the mind of people in the private sector works =)
Amazing insights!
Zagreb, Croatia, hi guys!