International Trade and Investment Program Meeting
Organized by Stephen J. Redding
November 20-21, 2026
SIEPR, Stanford University, Koret-Taube Conference Center, 366 Galvez Street, Stanford, CA
Format: Authors will be given the full hour of each session, with questions during the presentation.
Friday, November 20
9:00 am
Continental Breakfast
9:30 am

Tariff and Trade Deficits

Lorenzo Caliendo, Yale University and NBER
Samuel S. Kortum, Yale University
Fernando Parro, University of Rochester and NBER
10:30 am
Break
10:45 am

A Dynamic Theory of Optimal Tariffs

Eduardo Dávila, Yale University and NBER
Andrés Rodríguez-Clare, University of California, Berkeley and NBER
Andreas Schaab, University of California, Berkeley and NBER
Stacy Tan, Yale University
11:45 am
Break
12:00 pm

When Competition Compels Change: Trade, Management, and Productivity

Ananya Kotia, Stanford University
1:00 pm
Lunch
2:00 pm

The Global Impact of the Shale Boom

Andrei A. Levchenko, University of Michigan and NBER
Liugang Sheng, The Chinese University of Hong Kong (CUHK)
Wei Xiang, University of Michigan
3:00 pm
Break
3:15 pm

The Distributional Impacts of Decarbonization Policies

Rafael Dix-Carneiro, Duke University and NBER
Saverio Spinella, New York University
Jeffrey E. Sun, University of Toronto
Sharon Traiberman, New York University and NBER
4:15 pm
Break
4:30 pm

Quantifying the Sensitivity of Quantitative Trade Models

Habib Ansari, Birkbeck, University of London
Dave Donaldson, Massachusetts Institute of Technology and NBER
Edward Wiles, Harvard University
5:30 pm
Adjourn
6:30 pm
Group Dinner at Tamarine Restaurant, 546 University Avenue, Palo Alto
Saturday, November 21
8:30 am
Continental Breakfast
9:00 am

The Great Game: A Model of Geoeconomic Competition

Christopher Clayton, Yale University and NBER
Matteo Maggiori, Stanford University and NBER
Jesse Schreger, Columbia University and NBER
10:00 am
Break
10:15 am

Supply Chain Risk, Trade and Economic Fragility

Juanma Castro-Vincenzi, The University of Chicago and NBER
Adry Gracio, University of Texas at Austin
Gaurav Khanna, University of California, San Diego and NBER
Nitya Pandalai-Nayar, University of Texas at Austin and NBER
11:15 am
Break
11:30 am

Export Controls and the Economics of National Security

Jingting Fan, Cheung Kong Graduate School of Business
Kyle Handley, University of California, San Diego and NBER
Nuno Limão, Georgetown University and NBER
12:30 pm
Lunch and Adjourn