Friday, July 14

6:30 pm

Reception and Dinner - Royal Sonesta Hotel (Grand Ballroom/ West Tower)

Saturday, July 15

8:30 am

Continental Breakfast

9:00 am

Robots and Jobs: Evidence from US Labor Markets

Daron Acemoglu, Massachusetts Institute of Technology and NBER
Pascual Restrepo, Yale University and NBER

Discussant:
Richard Rogerson, Princeton University and NBER

10:00 am

Break

10:15 am

The Macroeconomic Impact of Microeconomic Shocks: Beyond Hulten's Theorem

Emmanuel Farhi, Harvard University
David Baqaee, University of California, Los Angeles and NBER

Discussant:
Jennifer La'O, Columbia University and NBER

11:15 am

Break

11:30 am

Uncertainty Shocks as Second-Moment News Shocks

David W. Berger, Duke University and NBER
Ian Dew-Becker, Federal Reserve Bank of Chicago
Stefano Giglio, Yale University and NBER

Discussant:
Nicholas Bloom, Stanford University and NBER

12:30 pm

Lunch (Skyline and Longfellow Rooms/ West Tower)

1:30 pm

Financial Cycles with Heterogeneous Intermediaries

Nuno T. Coimbra, Banque de France
Hélène Rey, London Business School and NBER

Discussant:
Arvind Krishnamurthy, Stanford University and NBER

2:30 pm

Break

2:45 pm

The Rate of Return on Everything, 1870–2015

Òscar Jordà, Federal Reserve Bank of San Francisco
Katharina Knoll, Deutsche Bundesbank
Dmitry Kuvshinov, Universitat Pompeu Fabra
Moritz Schularick, Kiel Institute for the World Economy & Sciences Po
Alan M. Taylor, Columbia University and NBER

Discussant:
Matthew Rognlie, Northwestern University and NBER

3:45 pm

Break

4:00 pm

Missing Growth from Creative Destruction

Philippe Aghion, London School of Economics
Antonin Bergeaud, HEC Paris
Timo Boppart, IIES, Stockholm University
Peter J. Klenow, Stanford University and NBER
Huiyu Li, Federal Reserve Bank of San Francisco

Discussant:
Pablo D. Fajgelbaum, University of California, Los Angeles and NBER

5:00 pm

Adjourn