Duke Fuqua

Duke Fuqua

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Analytics/finance/management perspectives.

Cam Harvey: AI and the Decoupling of Jobs From Economic Growth
VideoMar 18, 2026

Cam Harvey: AI and the Decoupling of Jobs From Economic Growth

Cam Harvey’s latest "Through The Noise" episode centers on the historic release of Anthropic’s Claude 4.6—an AI model written entirely by other AIs—signaling the first large‑scale instance of recursive self‑improvement. He argues this breakthrough decouples traditional employment trends from economic growth,...

By Duke Fuqua
Cam Harvey: The Seven Risks of the Iran War
VideoMar 10, 2026

Cam Harvey: The Seven Risks of the Iran War

Cam Harvey’s latest "Through the Noise" episode dissects the seven intertwined risks of the emerging Iran war, emphasizing why this conflict commands far more market attention than past regional wars. He frames the danger through the lens of global interconnectedness,...

By Duke Fuqua
Cam Harvey: Gold’s Wild Week: Why Prices Surged Then Fell 11%
VideoFeb 4, 2026

Cam Harvey: Gold’s Wild Week: Why Prices Surged Then Fell 11%

Cam Harvey explains the wild week in gold, where the metal climbed past $5,000 in mid‑January before plunging 11% on Jan 30, marking the most dramatic single‑day move since the 1980s. The rally was fueled by a meme‑like frenzy: Chinese investors drove...

By Duke Fuqua
Cam Harvey: Gold’s Strength Reflects a Changing World
VideoJan 28, 2026

Cam Harvey: Gold’s Strength Reflects a Changing World

Cam Harvey’s latest Through The Noise episode examines why gold has surged to record highs, focusing on its unique supply constraints and evolving demand drivers. He explains that gold mining is highly inelastic—new mines take years to develop—so even modest demand...

By Duke Fuqua