SI 2026 Behavioral Macro
Organized by Andrew Caplin and Ulrike Malmendier
July 17, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
Room: Skyline ABC

Friday, July 17

8:30 am

Coffee and Pastries

9:00 am

Relating Cognitive Skills and Personality Traits to Economic Preferences: Decision-Making under Cognitive Shocks and Guessing

Cesar Chavez Padilla, The University of Chicago
Shuaizhang Feng, Jinan University
James J. Heckman, The University of Chicago and NBER
Zhe Yang, Liaoning University

9:50 am

Break

10:20 am

Question-Driven Learning in the Age of AI: The Art, Science, and Business of Inquiry (slides)

Andrew Caplin, New York University and NBER

11:10 am

Seemingly Anchored Inflation Expectations

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

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

1:50PM

Break

2:10 pm

Recall Fluency, Beliefs, and Behavior

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

3:00 pm

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

Matteo Saccarola, University of California, Berkeley

3:50 pm

Adjourn