Working Papers
Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market (July, 2026)
with Zach Brown, Mark Egan, Chuqing Jin, and Alex Wu
Investment and Usage of the Subsea Internet Cable Network (October, 2025)
with Marc Rysman
Under revision, Journal of Political Economy.
International Trade in Data on the Subsea Internet Cable Network (July, 2025)
with Marc Rysman
Under revision, American Economic Journal: Microeconomics.
Publications & Forthcoming
Patient Costs and Physicians’ Information(May, 2026)
with Michael J. Dickstein and Eduardo Morales
Forthcoming, American Economic Review.
Appendix
Endogenous Information and Simplifying Insurance Choice
with Zach Y. Brown
Econometrica, 92(3), 881-911 (2024).
Learning and Investment under Demand Uncertainty in Container Shipping
RAND Journal of Economics, 53(1), 226-259 (2022).
Product Proliferation under Rational Inattention: Application to Health Insurance
with Zach Y. Brown
AEA Papers and Proceedings, 111, 554-559 (2021).
A Computational Framework for Analyzing Dynamic Auctions: The Market Impact of Information Sharing
with John Asker, Chaim Fershtman, and Ariel Pakes
RAND Journal of Economics, 51(3), 805-839 (2020).
Firms’ Beliefs and Learning: Models, Identification, and Empirical Evidence
with Victor Aguirregabiria
Review of Industrial Organization, 56(2), 203-235 (2020).
Work in Progress
A Private Internet: Vertical Integration in Internet Infrastructure Investment and Cloud Services
with Marc Rysman
Product Proliferation and Consumer Inertia in Health Insurance
with Zach Y. Brown
Credit Ratings, Capital Access, and Hospital Market Outcomes
with Elizabeth King