Asset Pricing Program Meeting

Andrea L. Eisfeldt and Stijn Van Nieuwerburgh, Organizers

April 10, 2020

zoom.us

on Zoom.us

Conference Code of Conduct

Friday, April 10
10:00 am
Opening comments
Focus Session: ESG and climate risk
10:10 am

Pricing Poseidon: Extreme Weather Uncertainty and Firm Return Dynamics
Discussant: Andrea Vedolin, Boston University and NBER
11:05 am

Sustainable Investing in Equilibrium (slides)
Discussant: Harrison Hong, Columbia University and NBER
12:00 pm

The Financial Origins of the Rise and Fall of American Inflation
Discussant: John H. Cochrane, Stanford University and NBER
1:00 pm
Panel discussion on "The implications of the corona virus for financial markets, financial stability, and economic growth"
Jeremy C. Stein, Harvard University and NBER, Moderator
Charles Himmelberg, chief markets economist and head of Global Markets Research at Goldman Sachs
Laurence Boone, Chief Economist of the OECD (slides)
Seth Carpenter. U.S. Chief Economist UBS
2:00 pm
Break
2:20 pm

The Risks of Safe Assets
Discussant: Arvind Krishnamurthy, Stanford University and NBER
3:15 pm

Common Shocks in Stocks and Bonds
Discussant: Monika Piazzesi, Stanford University and NBER
4:10 pm

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens
Discussant: Gabriel Zucman, University of California, Berkeley and NBER
5:00 pm
Adjourn
Saturday, July 11
3:30 pm

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens (slides)
Discussant: Pierre-Olivier Gourinchas, International Monetary Fund and NBER (slides)
Thursday, October 22
11:30 am

Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens
Discussant: Francis E. Warnock, University of Virginia and NBER