Working Papers

Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market (December, 2025)
with Zach Brown, Mark Egan, Chuqing Jin, and Alex Wu

Patient Costs and Physicians’ Information (November, 2025)
with Michael J. Dickstein and Eduardo Morales
Revision requested, American Economic Review.

Investment and Usage of the Subsea Internet Cable Network (October, 2025)
with Marc Rysman

International Trade in Data on the Subsea Internet Cable Network (July, 2025)
with Marc Rysman
Revision requested, American Economic Journal: Microeconomics.

Publications

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).