Friday, April 18
5:30 pm
Reception and Group Dinner (hosted by the NBER) - Gleacher Center, Room 621
Saturday, April 19
8:30 am
Continental Breakfast (hosted by the NBER)
9:00 am

Public Information and the Securities Lending Market

Snehal Banerjee, University of Michigan
Kevin Smith, Stanford University

Discussant:
Nicolae B. Gârleanu, Washington University in St Louis and NBER
9:50 am

ChatGPT and Perception Biases in Investments: An Experimental Study

Anastassia Fedyk, University of California, Berkeley
Ali Kakhbod, University of California, Berkeley
Peiyao Li, University of California, Berkeley
Ulrike Malmendier, University of California, Berkeley and NBER

Discussant:
James J. Choi, Yale University and NBER
10:40 am
Break
11:10 am

Monetary Policy by Committee

Toomas Laarits, New York University
Ben Matthies, University of Notre Dame
Kaushik Vasudevan, Purdue University
Will Yang, Yale University

Discussant:
Adi Sunderam, Harvard University and NBER
12:00 pm
Lunch - Room 500, PIMCO Midway Bar & Veranda (hosted by the NBER)
1:00 pm

Beliefs About the Economy are Excessively Sensitive to Household-Level Shocks: Evidence from Linked Survey and Administrative Data

Dmitry Taubinsky, University of California, Berkeley and NBER
Luigi Butera, Copenhagen Business School
Matteo Saccarola, University of California, Berkeley
Chen Lian, University of California, Berkeley and NBER

Discussant:
Cameron Peng, London School of Economics and Political Science (LSE)
1:50 pm

Analysts' Belief Formation in Their Own Words

Shikun (Barry) Ke, Yale University

Discussant:
Lawrence J. Jin, Cornell University and NBER
2:40 pm
Break
3:10 pm

Expectations Formation with Fat-Tailed Processes: Evidence and Theory

Tim de Silva, Stanford University
Eugene Larsen-Hallock, Columbia University
David Thesmar, Massachusetts Institute of Technology and NBER
Adam Rej, Capital Fund Management

Discussant:
Stefan Nagel, University of Chicago and NBER
4:00 pm
Adjourn