Papers

Investor Beliefs and Expectation Formation

with Stefano Giglio, Matteo Maggiori, Johannes Stroebel, Stephen Utkus, and Xiao Xu

Forthcoming, Annual Review of Financial Economics

The Economics of Biodiversity Loss and Climate Change: Implications for Asia and the Pacific

with Stefano Giglio and Johannes Stroebel

Background Paper, ADB Asia-Pacific Climate Report 2025: Unlocking Nature for Development

Coverage: 360info

Representative Agents in Disguise: The Limits of LLM-Generated Synthetic Expectations

Working Paper