Working Papers:

Valuing Stocks with Earnings with Odhrain McCarthy

Nonbank Lending and Credit Cyclicality with Quirin Fleckenstein, Manasa Gopal, German Gutierrez

R&R Review of Financial Studies

The Myth of the Lead Arranger's Share with Kristian Blickle, Quirin Fleckenstein, Anthony Saunders

Dealscan Guide: Data and Code  R&R Journal of Finance, Best Paper Award Muenster Banking Workshop

Heterogeneous Beliefs and Stock Market Fluctuations with Odhrain McCarthy

WFA Brattle Group Ph.D. Award for Outstanding Research

The Optimal Stock Valuation Ratio  with Odhrain McCarthy

Published Papers:

The Fed and the Secular Decline in Interest Rates

Review of Financial Studies, accepted

International Trade and Social Connectedness with Mike Bailey, Abhinav Gupta, Theresa Kuchler, Robert Richmond, Johannes Stroebel

Journal of International Economics, 129(103418), March 2021 

SCI Data Replication