Working Papers
Investing in Customer Capital, working paper, 2025 (with Bianca He and Lauren Mostrom)
A Goldilocks Theory of Fiscal Deficits, working paper, 2024 (with Atif Mian and Ludwig Straub)
Falling Rates and Rising Superstars, working paper, 2024 (with Thomas Kroen, Ernest Liu, and Atif Mian)
Estimating Credit Multipliers, working paper, 2023 (with Atif Mian and Andres Sarto)
The Saving Glut of the Rich, working paper, 2021 (with Atif Mian and Ludwig Straub)