SI 2026 Behavioral Macro
Organized by Andrew Caplin and Ulrike Malmendier
July 17, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
Friday, July 17
8:30 am
Coffee and Pastries
9:00 am

Relating Cognitive Skills and Personality Traits to Economic Preferences: A Study of Chinese Children

Cesar Chavez Padilla, The University of Chicago
Shuaizhang Feng, Shanghia University of Finance and Economics
James J. Heckman, The University of Chicago and NBER
Zhe Yang, Liaoning University, China

Discussant:
TBA
9:50 am
Break
10:20 am

Planning Under AI: Modeling and Measuring Question-Driven Learning

Andrew Caplin, New York University and NBER

Discussant:
TBA
11:10 am

Seemingly Anchored Inflation Expectations

Ulrike Malmendier, University of California, Berkeley and NBER
Stefan Nagel, The University of Chicago and NBER

Discussant:
TBA
12:00PM
Lunch
1:00PM

Credit Card Borrowing in Heterogeneous-Agent Models: Reconciling Theory and Data

Sean Chanwook Lee, Harvard University
Peter Maxted, University of California, Berkeley

Discussant:
TBA
1:50PM
Break
2:10 pm

Recall Fluency: A Cognitive Source of Belief and Choice Heterogeneity

Pedro Bordalo, University of Oxford
Nicola Gennaioli, Bocconi University
Matthew O'Brien, London School of Economics
Andrei Shleifer, Harvard University and NBER

Discussant:
TBA
3:00 pm

Geographic Price Extrapolation, Learning, and Housing Search: Evidence from Danish Movers

Matteo Saccarola, University of California, Berkeley

Discussant:
TBA
3:50 pm
Adjourn