Production Based Asset Pricing Without Investment Returns (with Kevin Schneider).
Money Balances and Asset Prices (with Giovanni Pagliardi).
Expected Returns and Business Cycle Synchronization (with Stig V. Møller)
M v. MV: SDF-Based Portfolio Choice (with Jaffe Greenwald and Kevin Schneider).
The Factor Structure of Time Varying Discount Rates (with Ilan Cooper, Viktoria Atanasov, and Junhua Zhong)