Asset Pricing Program Meeting

Tarek Alexander Hassan and Lars A. Lochstoer, Organizers

November 3, 2023

Stanford University Graduate School of Business, Knight Management Center, 655 Knight Way, Room Z301, Stanford, CA

Conference Code of Conduct

Friday, November 3
8:15 am
Continental Breakfast
8:45 am
Svetlana Bryzgalova, London Business School
Anna Pavlova, London Business School
Taisiya Sikorskaya, London Business School

Strategic Arbitrage in Segmented Markets
Discussant: Andrea L. Eisfeldt, University of California, Los Angeles and NBER
9:45 am
Break
10:00 am
Max Miller, Harvard University

Who Values Democracy?
Discussant: Pietro Veronesi, University of Chicago and NBER
11:00 am
Break
11:15 am
Panel
Financial Globalization and Geopolitics
Chair:
Matteo Maggiori, Stanford University and NBER (slides)
Panelists:
Linda Goldberg, Federal Reserve Bank of New York and NBER
(slides)
Oleg Itskhoki, University of California and NBER (slides)
Hyun Song Shin, Bank for International Settlements (slides)
12:15 pm
Lunch - Vidalakis Dining Room
1:30 pm
Alexandra M. Tabova, Federal Reserve Board
Francis E. Warnock, University of Virginia and NBER

Preferred Habitats and Timing in the World's Safe Asset
Discussant: Zhengyang Jiang, Northwestern University and NBER
2:30 pm
Break
2:45 pm
Niels Joachim Gormsen, University of Chicago and NBER
Kilian Huber, University of Chicago and NBER

Firms' Perceived Cost of Capital
Discussant: Kent D. Daniel, Columbia University and NBER
3:45 pm
Break
4:00 pm
François Gourio, Federal Reserve Bank of Chicago
Phuong (Bob) Ngo, Cleveland State University

Downward Nominal Rigidities and Bond Premia
Discussant: John H. Cochrane, Stanford University and NBER
5:00 pm
Adjourn