Discussions

Below are links to slides accompanying discussions I have given at various conferences, in reverse chronological order.

  1. Discussion of Did I make myself clear? The Fed and the market under the 2020 monetary policy framework, by Anna Cieslak, Michael McMahon, and Hao Pang, at the European Finance Association Annual Meeting in 2026
  2. Discussion of Interest Rate Risk and Bank Hedging, by Zhiguo He, Arvind Krishnamurthy, and Konstantin Milbradt, at the Financial Intermediation Research Society Annual Conference in 2026
  3. Discussion of The Rise of Shareholder Capitalism: Macroeconomic Implications, by François Gourio and Alessandro T. Villa, at the SFS Cavalcade in 2026
  4. Discussion of Fiscal Redistribution Risk in Treasury Markets, by Roberto Gomez-Cram, Howard Kung, Hanno Lustig, and David Zeke, at the Macro Finance Society Workshop in 2025
  5. Discussion of The Value of Mortgage Choice: Payment Structure and Contract Length, by Michael Boutros, Nuno Clara, Katya Kartashova, at the European Finance Assocation Annual Meeting in 2025
  6. Discussion of Mortgage Rates and Rents: Evidence from Local Mortgage Lock-In Effects, by Jorge De la Roca, Marco Giacoletti, Lizhong Liu, at the Midwest Finance Association Annual Meeting in 2025
  7. Discussion of Macro Shocks and Housing Markets, by Gene Amromin, Janice Eberly, and Jialu Sun, at the American Economic Association Annual Meeting in 2025
  8. Discussion of Tech-Driven Intermediation When Banks Originate to Distribute, by Zhiguo He, Sheila Jiang, Douglas Xu, at the Western Finance Association Annual Meeting in 2024
  9. Discussion of Inflation and Treasury Convenience, by Anna Cieslak, Carolin Pflueger, and Wenhao Li, at the SFS Cavalcade in 2024
  10. Discussion of Monetary Policy Wedges and the Long-term Liabilities of Households and Firms, by Jules H. van Binsbergen and Marco Grotteria, at the Duke-UNC Asset Pricing Conference in 2024
  11. Discussion of Bailing out (Firms’) Uninsured Deposits: A Quantitative Analysis, by N. Aaron Pancost and Roberto Robatto, at the Midwest Finance Association Annual Meeting in 2024
  12. Discussion of Running Out of Time (Deposits), by Dominik Supera, at the Temple Fischer-Shain Center Research Conference in 2023
  13. Discussion of Leasing as a Mitigation Channel of Capital Misallocation, by Yiming Xu, Kai Li, and Weiwei Hu, at the European Finance Association in 2023
  14. Discussion of Intermediary-Based Loan Pricing, by Pierre Mabille and Olivier Wang, at the European Finance Association in 2023
  15. Discussion of A Monetary Policy Asset Pricing Model, by Ricardo Caballero and Alp Simsek, at the Western Finance Association Annual Meeting in 2023
  16. Discussion of Household Debt Overhang and Human Capital Investment, by Gustavo Manso, Alejandro Rivera, Hui Wang, and Han Xia, at the ASU Sonoran Winter Finance Conference in 2023
  17. Discussion of Uncertainty, Risk, and Capital Growth, by Gill Segal and Ivan Shaliastovich, at the USC Macrofinance Conference in 2022
  18. Discussion of Pension Plan Systems and Asset Prices, by Nuno Coimbra, Francisco Gomes, Alexander Michaelides, Jialu Shen, at the China International Conference in Macroeconomics in 2022
  19. Discussion of Monetary Policy, Segmentation, and the Term Structure, by Rohan Kekre, Moritz Lenel, and Federico Mainardi, at the China International Conference in Macroeconomics in 2022
  20. Discussion of The Demand for Money, Near-Money, and Treasury Bonds, by Arvind Krushnamurthy and Wenhao Li, at the Midwest Finance Association Annual Meeting in 2022
  21. Discussion of The Mortgage Credit Channel of Macroeconomic Transmission, by Daniel Greenwald, at the IMF Annual Research Conference in 2021
  22. Discussion of Spatial Implications of Telecommuting, by Matthew Delventhal and Andrii Parkhomenko, at the American Real Estate and Urban Economics Association January Meeting in 2021
  23. Discussion of Moral Hazard versus Liquidity in Household Bankruptcy, by Sasha Indarte, at the Midwest Finance Association Annual Meeting in 2020
  24. Discussion of The Structure of Economic News, by Leland Bybee, Bryan Kelly, Asaf Manela, and Dacheng Xiu, at the Western Finance Association Annual Meeting in 2020
  25. Discussion of Financial inclusion, human capital, and wealth accumulation: Evidence from the Freedman’s Savings Bank, by Luke Stein and Constantine Yannelis, at the European Finance Association Annual Meeting in 2019
  26. Discussion of The Credit Channel of Fiscal Policy Transmission, by Andrew Bird, Stephen A. Karolyi, Stefan Lewellen, and Thomas Ruchti, at the University of Oregon Summer Finance Conference in 2019
  27. Discussion of Foreseen Risks, by Joao Gomes, Marco Grotteria, and Jessica Wachter, at the Financial Intermediation Research Society Annual Conference in 2019
  28. Discussion of Price Regulation in Two-Sided Markets: Empirical Evidence from Debit Cards, by Vladimir Mukharlyamov and Natasha Sarin, at the DC-Area Junior Finance Conference in 2019
  29. Discussion of Can Restrictions on Exotic Lending Dampen House Price Volatility? A Panel VAR Exploration, by Wayne R. Archer, at the American Real Estate and Urban Economics Association January Meeting in 2019
  30. Discussion of Time-varying Risk Premium and Unemployment Risk Across Age Groups, by Indrajit Mitra and Yu Xu, at the European Finance Association Annual Meeting in 2018
  31. Discussion of Size Premium Waves, by Bernard Herskovic, Thilo Kind, and Howard Kung, at the Carey Finance Conference in 2018
  32. Discussion of Collateral Misreporting in the RMBS Market, by Sam Kruger and Gonzalo Maturana, at the Midwest Finance Association Annual Meeting in 2018
  33. Discussion of Treasury Yield Implied Volatility and Real Activity, by Martijn Cremers, Matthias Fleckenstein, and Priyank Gandhi, at the IFSID Sixth Annual Conference in 2017
  34. Discussion of Tail Risk, Robust Portfolio Choice, and Asset Prices, by Xing Jin, Dan Luo, and Xudong Zeng, at the European Finance Association Annual Meeting in 2017
  35. Discussion of Financial Sector Origins of Economic Growth Delusion, by Frederic Malherbe and Michael McMahon, at the Western Finance Association Annual Meeting in 2017
  36. Discussion of A Quantitative Model of ‘Too Big to Fail,’ House Prices, and the Financial Crisis, by Omer Acikgoz and James Kahn, at the NYC Real Estate Conference in 2017
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