Asset Pricing Program Meeting
Organized by Tarek Alexander Hassan and Lars A. Lochstoer
November 3, 2023
Stanford University Graduate School of Business, Knight Management Center, 655 Knight Way, Room Z301, Stanford, CA
Friday, November 3
8:15 am
Continental Breakfast
8:45 am

Strategic Arbitrage in Segmented Markets

Svetlana Bryzgalova, London Business School
Anna Pavlova, London Business School
Taisiya Sikorskaya, University of Chicago

Discussant:
Andrea L. Eisfeldt, University of California, Los Angeles and NBER
9:45 am
Break
10:00 am

Who Values Democracy?

Max Miller, Harvard University

Discussant:
Pietro Veronesi, University of Chicago and NBER
11:00 am
Break
11:15 am
Panel
Financial Globalization and Geopolitics
Chair:
Matteo Maggiori, Stanford University and NBER (slides)
Panelists:
Linda Goldberg, Federal Reserve Bank of New York and NBER
(slides)
Oleg Itskhoki, University of California and NBER (slides)
Hyun Song Shin, Bank for International Settlements (slides)
12:15 pm
Lunch - Vidalakis Dining Room
1:30 pm

Preferred Habitats and Timing in the World's Safe Asset

Alexandra M. Tabova, Federal Reserve Board of Governors
Francis E. Warnock, University of Virginia and NBER

Discussant:
Zhengyang Jiang, Northwestern University and NBER
2:30 pm
Break
2:45 pm

Firms' Perceived Cost of Capital

Niels Joachim Gormsen, University of Chicago and NBER
Kilian Huber, University of Chicago and NBER

Discussant:
Kent D. Daniel, Columbia University and NBER
3:45 pm
Break
4:00 pm

Downward Nominal Rigidities and Bond Premia

François Gourio, Federal Reserve Bank of Chicago
Phuong (Bob) Ngo, Cleveland State University

Discussant:
John H. Cochrane, Stanford University and NBER
5:00 pm
Adjourn