Working Papers
Venture Capital and Customer Capital, 2026 (with Martin Aragoneses and Young Soo Jang)
The Lending Technology of Direct Lenders in Private Credit, 2026 (with Young Soo Jang, Dasol Kim, and Xiangyu Chen)
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)