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Economic valuations fluctuate in ways empirical research cannot fully explain What information are we missing? Economic theories emphasize the role of hard-to-quantify beliefs and perceptions My job market paper develops algorithms + measurement to quantify perceptions of firms

Excited to share that I'm on the 2024-2025 job market! My job market paper is about failures of contingent thinking -- the act of reasoning about hypothetical events. 1/

1/12 I’m excited to share my job market paper, “Delay Your Rivals? Vertical Integration in Securitization and Lending Competition” (with José D. Salas). In this 🧵, I’ll explain how vertical integration (VI) impacts competition, loan rates, and origination. drive.google.com/file/d/1oeSGNA…

Thanks for the shout out, Matt Marx! We plan to release this data publicly next year. Please reach out if you’re interested in learning more.

My job market's done, and I'm heading back to the NYC area! Excited to join Princeton Economics as a postdoc next year and NYU Stern Economics as an AP in 2026. In a happy twist of fate, this means Chris Conlon and I will be colleagues exactly 10 years after our first PyBLP commit:

Giulia Brancaccio and I are looking for a pre-doc to work with us on topics related to Industrial Organization and Trade NYU Stern Ideally for two years starting in September apply.interfolio.com/165860 Econ RA Listings