Reading Notes

These are my study notes, where I jot down points of interest when reading research papers, listening to seminars, or sometimes reading for leisure. As such, they may be incomplete, unedited, or involve wonky language.
Notes come from two places.
Some are exported from my personal note collection, written in Emacs Org-mode, managed with Org-roam and published using ox-hugo.
Because only a subset is exported, some of the internal links point nowhere; just ignore them if you run into one.
Others are digests of conference sessions and seminars, where each paper gets its own page with the source PDF, a transcript of the talk, and the slides that carried the argument.
Every note has a stable citekey that doubles as its URL, so a single page can be shared on its own. The full list is below: seminars first, then standalone notes.
Collections
- Geoeconomics reading list 61 papers
- International macro reading list 22 papers
Seminars and conferences
- Understanding Geoeconomics — Stanford GSB PhD lecture 0 papers · August 2026
- NBER Summer Institute 2026 Methods Lecture: Estimation and Inference with AI-Generated Data 4 papers · August 2026
- NBER Summer Institute 2026 — Gender in the Economy 16 papers · July 2026
- NBER Summer Institute 2026 — Development Economics 18 papers · July 2026
- NBER Summer Institute 2026 — International Economics and Geopolitics 2 papers · July 2026
- AI and Economic Measurement, Spring 2026 9 papers · May 2026
- NBER Summer Institute 2025 — International Economics and Geopolitics 1 paper · July 2025
All notes
No notes match.
- Pareto Inferior Trade international trade · incomplete markets · risk sharing · welfare · agriculture · theory
- Diversification through Trade international trade · macroeconomic volatility · diversification · quantitative trade models · business cycles
- Trade Fragmentation, Inflationary Pressures and Monetary Policy geoeconomics · fragmentation · inflation · monetary policy
- Is the Global Economy Deglobalizing? And If So, Why? And What Is Next? geoeconomics · deglobalization · supply chain resilience · friendshoring · trade policy
- The Power of Substitution: The Great German Gas Debate in Retrospect geoeconomics · production networks · energy shocks · elasticity of substitution · Germany
- Friendly Fire: The Trade Impact of the Russia Sanctions and Counter-Sanctions geoeconomics · sanctions · Russia · trade finance
- The Economics of Sanctions: From Theory into Practice geoeconomics · sanctions · Russia · survey
- War Signals: A Theory of Trade, Trust, and Conflict geoeconomics · trade and conflict · trust · conflict traps
- Geoeconomic Fragmentation and the Future of Multilateralism geoeconomics · fragmentation · trade policy · international monetary system · IMF
- Make Trade Not War? geoeconomics · trade and conflict · deterrence · gravity
- Rationalist Explanations for War geoeconomics · trade and conflict · bargaining · political science
- A Network Approach to Geopolitics geoeconomics · networks · alliances · foreign influence
- Estimating Dynamic State Preferences from United Nations Voting Data geoeconomics · geopolitical alignment · UN voting · ideal point estimation · measurement
- Export Policy for Dual-Use Goods geoeconomics · export controls · dual-use goods · production networks
- Power and Resilience: An Economic Approach to National Security Policy geoeconomics · national security · resilience · industrial policy
- Strategic (Dis)Integration geoeconomics · industrial policy · coercion · terms of trade
- Geoeconomic Pressure geoeconomics · measurement · LLM · text analysis
- Putting Economics Back Into Geoeconomics geoeconomics · power · measurement · survey
- Critical Minerals, Geopolitics, and the Green Transition geoeconomics · critical minerals · market power · green transition
- Digital Chokepoints geoeconomics · chokepoints · submarine cables · infrastructure
- Hegemonic Competition with Carrots and Sticks geoeconomics · hegemony · foreign aid · alignment
- A Framework for Geoeconomics geoeconomics · coercion · hegemony · production networks
- The Targets of Geoeconomic Coercion geoeconomics · coercion · firms · power
- Charting the Uncharted: The (Un)Intended Consequences of Oil Sanctions and Dark Shipping geoeconomics · sanctions · evasion · shipping
- Export Sanctions: Rerouting, Disruption, and the Reach of Economic Warfare geoeconomics · sanctions · Russia · rerouting
- Foreign Political Risk and Technological Change geoeconomics · innovation · political risk · de-risking
- Global Hegemony and Exorbitant Privilege geoeconomics · hegemony · exorbitant privilege · military power
- Optimal Tariffs with Geopolitical Alignment geoeconomics · tariffs · alignment · alliances
- The Fragmentation Paradox: De-risking Trade and Global Safety geoeconomics · de-risking · trade and conflict · fragmentation
- A Theory of Economic Coercion and Fragmentation geoeconomics · coercion · fragmentation · power
- Hegemonic Globalization geoeconomics · hegemony · alignment · trade agreements
- International Power geoeconomics · power · measurement · trade dependence
- The Macroeconomics of Supply Chain Disruptions geoeconomics · supply chains · production networks · fragility
- What if? The Economic Effects for Germany of a Stop of Energy Imports from Russia geoeconomics · production networks · elasticity of substitution · energy · sanctions
- An Equilibrium Model of the International Price System geoeconomics · currency dominance · invoicing · Renminbi
- Measuring Geopolitical Risk geoeconomics · geopolitical risk · text as data · uncertainty shocks · VAR
- Weaponized Interdependence: How Global Economic Networks Shape State Coercion geoeconomics · weaponized interdependence · economic networks · sanctions · international relations
- General Social Agents LLM agents · experimental economics · simulation
- GPT as a Measurement Tool measurement · text as data · LLM
- Interpreting and Steering LLM Agents for Social Simulations LLM agents · interpretability · simulation · experimental economics
- Is Software Eating the World? Measuring the Progress and Diffusion of AI national accounts · productivity · software · AI diffusion
- The Household Impact of Generative AI: Evidence from Internet Browsing Behavior generative AI · households · adoption
- The Microstructure of AI Diffusion: Evidence from Firms, Business Functions, and Worker Tasks AI adoption · firms · Census · measurement
- Voice AI in Firms: A Natural Field Experiment on Automated Job Interviews generative AI · field experiment · hiring · labour markets
- What Work Does Generative AI Do? generative AI · survey measurement · labour markets · adoption
- Working with AI: Measuring the Applicability of Generative AI to Occupations generative AI · labour markets · occupations · measurement
- Jumpstarting an International Currency geoeconomics · Renminbi · swap lines · currency internationalization
- International Sanctions and Dollar Dominance geoeconomics · sanctions · dollar dominance · convenience yield
- Networks, Barriers, and Trade geoeconomics · production networks · decoupling · quantitative trade
- Global Supply Chains: The Looming "Great Reallocation" geoeconomics · supply chains · US-China · friendshoring
- America's Risky Debt: What Markets See That Policymakers Don't Treasury markets · fiscal policy · safe assets · financial repression · Federal Reserve
- Artificial Intelligence and the Brave New World in Finance artificial intelligence · central banking · financial stability · market microstructure · asymmetric information · monetary policy · regulation
- External Sector Report 2026, Chapter 2: 2025 Individual Economy Assessments current account · exchange rates · China · IMF · global imbalances
- Trade in AI-Related Products AI · international trade · trade policy · tariffs · LLM classification · trade deficit
- Changing Global Linkages: A New Cold War? geoeconomics · fragmentation · gravity · FDI
- Economic Sanctions: Stylized Facts and Quantitative Evidence geoeconomics · economic sanctions · Global Sanctions Data Base · gravity · survey
- Geoeconomics geoeconomics · survey · sanctions · geopolitical risk · economics of war
- International Trade and Macroeconomic Dynamics with Sanctions geoeconomics · sanctions · open-economy macro · firm entry
- A Theory of Economic Sanctions as Terms-of-Trade Manipulation geoeconomics · sanctions · optimal tariffs · terms of trade
- On the Design of Effective Sanctions: The Case of Bans on Exports to Russia geoeconomics · sanctions · export controls · Russia
- Understanding the International Rise and Fall of Inflation Since 2020 inflation · energy prices · Phillips curve · monetary policy
- When Tariffs Disrupt Global Supply Chains geoeconomics · tariffs · supply chains · trade war
- Supply Chain Resilience: Should Policy Promote International Diversification or Reshoring? geoeconomics · supply chains · resilience · reshoring
- Banking, Trade, and the Making of a Dominant Currency geoeconomics · currency dominance · invoicing · safe assets
- The Global Sanctions Data Base geoeconomics · sanctions · gravity · data
- Mars or Mercury? The Geopolitics of International Currency Choice geoeconomics · reserve currencies · alliances · economic history
- The Macroeconomic Impact of Microeconomic Shocks: Beyond Hulten's Theorem geoeconomics · production networks · Hulten's theorem · elasticities of substitution · oil shocks
- A Model of the International Monetary System geoeconomics · reserve currencies · safe assets · Triffin dilemma
- Collateral Damage: Trade Disruption and the Economic Impact of War geoeconomics · trade and conflict · war costs · gravity
- Internationalizing Like China geoeconomics · Renminbi · currency internationalization · reputation
- The US-China Trade War and Global Reallocations geoeconomics · trade war · US-China · reallocation
- Dollar Dominance and the Transmission of Monetary Policy geoeconomics · dollar dominance · invoicing · monetary policy
- Trade in the Shadow of War: A Quantitative Toolkit for Geoeconomics geoeconomics · trade and conflict · gravity · quantitative trade
- Exporting Ideology: The Right and Left of Foreign Influence geoeconomics · foreign influence · ideology · capital mobility
- International Friends and Enemies geoeconomics · alignment · trade exposure · friendshoring
- The Return to Protectionism trade war · tariffs · tariff pass-through · political economy of trade
- Sanctions and the Exchange Rate geoeconomics · sanctions · exchange rates · Russia
- Are We Fragmented Yet? Measuring Geopolitical Fragmentation and Its Causal Effects geoeconomics · fragmentation · measurement · international macro · econometrics · emerging markets
- Green Subsidies with Demand Distortions development · environment · energy
- Dollar Erosion: Understanding the Loss of Reserve Currency Status dollar · reserve currency · convenience yield · exchange rates · international finance
- The Economic Impacts of the US–China Trade War trade war · tariff pass-through · survey · welfare
- Geopolitical Payoffs geoeconomics · foreign aid · alignment · Cold War
- Optimal Tariffs under Geopolitical Risk: A Theory of Strategic De-risking geoeconomics · tariffs · de-risking · geopolitical risk
- The Political Economy of Firm Networks: CEO Ideology and Global Trade geoeconomics · ideology · firms · supply chains
- Liquidity Constraints and Capital Allocation in Agriculture: Theory and Evidence from Uganda development · agriculture · credit
- The Limits of Government Outsourcing: Property Tax Re-Assessments in India development · state capacity · taxation
- Codification, Technology Absorption, and the Globalization of the Industrial Revolution economic history · industrial policy · technology diffusion · Japan · trade
- Natural Resources and Sovereign Risk in Emerging Economies: A Curse and a Blessing sovereign debt · default · commodities
- Three Perspectives on the Bretton Woods System Bretton Woods · economic history · monetary regimes
- Discovery and Hypothesis Generation with Unstructured Data econometrics · machine learning · hypothesis generation
- Measurement in the Age of AI: Discovery, Definition, and Observation econometrics · machine learning · measurement
- Measurement with Validation Samples: A Missing-Data Perspective econometrics · measurement · missing data
- Measurement without Random Validation Samples: Multiple Measurements and Data Fusion econometrics · measurement · data fusion
- A Free Lunch? How Changing Childcare Defaults Increases Parental Labor Supply gender · childcare · behavioral economics · Switzerland
- Breadwinning Norms: Experimental Evidence from India gender · social norms · field experiment · India
- Child Penalties in Time Use: A Global Perspective gender · time use · development · child penalties
- Cinderella No More: Night Shift Bans and Women’s Employment in India gender · labor regulation · India
- Family Planning, Now and Later: Infertility Fears and Africa's Stalled Contraceptive Revolution gender · health · development · field experiment
- Female-Targeted Hiring Subsidies, Firm Learning, and Women’s Employment gender · active labor market policy · employer learning · Italy
- Informality and Motherhood Penalties over the Life Cycle gender · informality · labor · Brazil
- Sowing Seeds of Mobility: The Gendered Impact of Land Reform gender · structural transformation · land reform · China
- The Fertility, Marriage, and Gender Equality Quandary gender · fertility · marriage · macroeconomics
- Activating Parental Managerial Capital: How Role Clarity Improves Education Outcomes development · education · management
- Co-Parenting and Careers after Divorce gender · divorce · labor · Netherlands
- Happily Under-Insured Ever After? The Role of Beliefs in Household Specialization gender · beliefs · household specialization · field experiment · Switzerland
- Intermediaries and Supply Chain Distortions development · agriculture · market power
- Learning to Harm: The Intergenerational Transmission of Gender-Based Violence gender · violence · intergenerational transmission · Sweden
- Managers and Offices: Location-Based Determinants of Bureaucratic Effectiveness in India development · bureaucracy · state capacity
- Masculinity Norms, Occupational Choice, and Reallocation: Micro and Macro Evidence gender · social norms · occupational choice · United States
- Menstrual Stigma and Human Capital: Experimental Evidence from Madagascar development · education · gender
- Open Dumps and the Global Trade in Garbage development · environment · trade
- Startups in Africa development · entrepreneurship · finance
- The Consequences of Faculty Sexual Misconduct gender · education · higher education · United States
- Understanding the Congestion Child Penalty: Can Remote Work Attenuate It? gender · commuting · remote work · United States
- What Drives Child Penalties? Evidence from a Global Organization gender · child penalties · organizations · promotions
- When Competition Compels Change: Trade, Management, and Productivity development · trade · management
- Activation of Ethnic Tensions: Resettlement, Diversity, and Conflict in the Long Run development · conflict · ethnicity
- Beliefs Over Contracts development · contracts · firms
- Economic and Psychological Returns to Social Relationships: Alleviating Constraints to Network Formation in Malawi development · networks · mental health
- Micro-enterprise Saturation: Critical Mass or Overcrowding? development · microenterprise · scaling
- Public and Private Transit: Evidence from Lagos development · urban · transport
- Relational Frictions Along the Supply Chain: Evidence from Senegalese Traders development · trade · relational contracts
- Risk Aversion and Barriers to Firm Growth: Experimental Evidence from Small Retailers development · firms · risk
- Screening Women Out? Pay Transparency in Job Postings development · labour · gender
- Monetary-Fiscal Interactions: A Reappraisal monetary policy · fiscal policy · New Keynesian models · FTPL · HANK
- When Should You Adjust Standard Errors for Clustering? econometrics
- Of Forking Paths and Tied Hands: Selective Publication of Findings, and What Economists Should Do about It econometrics · economics · academic industry
- The Sense of Style: The Thinking Person's Guide to Writing in the 21st Century book · writing
- News-Based Sentiment Indicators sentiment analysis
- From Micro to Macro Development review · macro theory · empirical micro
- Identification and Estimation of Local Average Treatment Effects econometrics
- Are State- and Time-Dependent Models Really Different? New Keynesian macro
- The Dynamics of Inequality macro theory · inequality
- The Research Productivity of New PhDs in Economics: The Surprisingly High Non-success of the Successful academic industry · economics
- Financial Intermediation and Credit Policy in Business Cycle Analysis financial frictions
- Bad Investments and Missed Opportunities? Postwar Capital Flows to Asia and Latin America capital flows · wedge accounting · labor markets
- Business Cycles in Emerging Markets: The Role of Interest Rates emerging markets · interest rates · business cycles
- Can Sticky Price Models Generate Volatile and Persistent Real Exchange Rates? real exchange rates · sticky prices · puzzles
- Capital Flows to Developing Countries: The Allocation Puzzle capital flows · development · puzzles
- Closing Small Open Economy Models small open economy · methodology
- Consumption and Real Exchange Rates in Dynamic Economies with Non-Traded Goods real exchange rates · risk sharing · puzzles
- Debt with Potential Repudiation: Theoretical and Empirical Analysis sovereign debt · default · theory
- Do Countries Default in "Bad Times"? sovereign debt · default · economic history
- Emerging Market Business Cycles: The Cycle is the Trend emerging markets · trend shocks · business cycles
- Endogenous Borrowing Constraints and Stagnation in Latin America limited commitment · Latin America · sovereign debt
- International Business Cycles with Endogenous Incomplete Markets international macro · limited commitment · business cycles
- International Prices and Exchange Rates international prices · exchange rate pass-through · survey
- International Real Business Cycles international macro · business cycles · risk sharing
- Macroeconomic Volatility: The Role of the Informal Economy emerging markets · informal economy · measurement
- Mussa Puzzle Redux real exchange rates · monetary regimes · financial frictions
- Real Business Cycles in a Small Open Economy small open economy · business cycles
- Sovereign Debt: Is to Forgive to Forget? sovereign debt · default · theory
- The Imbalances of the Bretton Woods System 1965 to 1973: U.S. Inflation, the Elephant in the Room Bretton Woods · economic history · inflation
- The Six Major Puzzles in International Macroeconomics: Is There a Common Cause? international macro · trade costs · puzzles
- Why Doesn't Capital Flow from Rich to Poor Countries? capital flows · development · puzzles
- Mindfulness Training Improves Working Memory Capacity and GRE Performance While Reducing Mind Wandering cognitive ability · mindfulness
- The China Syndrome: Local Labor Market Effects of Import Competition in the United States labor economics · international trade · US-China
- Labor market impacts and responses: The economic consequences of a marine environmental disaster Vietnam · spatial · environmental
- The Superiority of Economists academic industry · economics
- Leviathan's Latent Dimensions: Measuring State Capacity for Comparative Political Research political science · state capacity · data
- Consolidation of human skill linked to waking hippocampo-neocortical replay cognitive ability · learning
- Culture, institutions and democratization culture · transition economics
- Caffeine selectively mitigates cognitive deficits caused by sleep deprivation cognitive ability · sleep · caffeine
- Explaining the Worldwide Boom in Higher Education of Women labor economics · dynamic optimization · human capital · gender
- Last corrupt deed before retirement? Evidence from a lower middle-income country Vietnam · corruption · empirical
- Structural Equations, Treatment Effects, and Econometric Policy Evaluation econometrics
- Some simple economics of open source labor economics · open-source development · signaling
- The Historical State, Local Collective Action, and Economic Development in Vietnam Vietnam · Nguyen dynasty
- When Is the Government Spending Multiplier Large? macroeconomics · fiscal policy · monetary policy · zero lower bound · DSGE
- The Inflation Accelerator Phillips curve · inflation · price rigidities · monetary policy