Research
Publications
Input Specificity and the Propagation of Idiosyncratic Shocks in Production Networks
Quarterly Journal of Economics, 2016, Volume131, Issue 3, Pages 1543-1592, with Julien Sauvagnat (Bocconi)
Trade Credit and Industry Dynamics: Evidence from Trucking Firms
Journal of Finance, 2016, Volume 71, Issue 5, Pages 1975–2016, Winner of the Brattle Group Distinguished Paper Prize
Are Retail Traders Compensated for Providing Liquidity?
Journal of Financial Economics, 2016, Volume 120, Issue 1, Pages 146-168 , with Ron Kaniel (University of Rochester) and David Sraer (Berkeley)
Investor Horizon and the Life Cycle of Innovative Firms: Evidence from Venture Capital
Management Science, 2017, Volume 63, Issue 9, Pages 2773-3145
The Globalization Risk Premium
Journal of Finance, 2019, Volume 74, Issue 5, Pages 2391-2439, with Erik Loualiche (Minnesota) and Julien Sauvagnat (Bocconi)
Can Paying Firms More Quickly Affect Aggregate Employment?
Journal of Finance, 2020, Volume 75, Issue 6, Pages 3139-3173 , with Ramana Nanda (Harvard)
Sectoral Effects of Social Distancing
American Economic Association P&P, 2021, Volume 111, Pages 277-281, with Basile Grassi (Bocconi) and Julien Sauvagnat (Bocconi)
Import Competition and Household Debt
Journal of Finance, 2022, Volume 77, Issue 6, Pages 3037-3091, with Erik Loualiche (Minnesota), Matthew Plosser (NY Fed) and Julien Sauvagnat (Bocconi)
Best paper in Corporate Finance at the SFS Finance Cavalcade
Causal Effects of Closing Businesses in a Pandemic
Accepted for publication, Journal of Financial Economics, with Maxime Bonelli (LBS), Basile Grassi (Bocconi) and Julien Sauvagnat (Bocconi)
The Labor Market Effects of Loan Guarantee Programs
Accepted for publication, Review of Financial Studies, with Julien Sauvagnat (Bocconi), Thorsten Martin (Bocconi) and Boris Vallée (Harvard)