publications


In the Wrong Hands: Complementarities, Resource Allocation, and TFP

Abstract: I explore mismatch between firms and their managers as a source of variation in aggregate output and total factor productivity (TFP). The model is calibrated to match observations on the size distribution of U.S. manufacturing firms, managerial compensation, and aggregate moments in the national accounts. Quantitatively, small deviations from assortative matching can have sizeable effects on output and TFP. "Cronyism," where managerial positions are allocated by status rather than talent, imposes a substantial burden on economic welfare. Moreover, the model can reconcile the seemingly contradictory evidence from numerous case studies with results from recent contributions to the assignment literature.

[PDF - January 2016] (AEJ: Macroeconomics, Vol. 8, No. 1, 199-241)

[Note on Financial Frictions - November 2012]

Deceptive Redistribution

Joint with Guillermo Ordoņez.

Abstract: While some policies can enhance welfare, they may also provide rents to politicians on occasion. Opportunism is usually constrained by the policymakers' reputation concerns. However, if instances of rent-seeking are not easily identified, the strength of this concern hinges critically on the informed constituents' ability to share their knowledge with the rest of society. We show that governments use excessive redistribution to discourage information sharing. In contrast to the standard view that inefficient policies are necessary to implement redistribution, we argue that redistribution can perpetuate inefficient policies that generate private rents. The model matches salient stylized facts on redistribution.

[PDF - August 2016] (Review of Economic Dynamics, Vol. 22, 223-239)

[Online Appendix]

Labor Market Conflict and the Decline of the Rust Belt

Joint with David Lagakos and Lee Ohanian.

Abstract: No region of the United States fared worse over the postwar period than the "Rust Belt," the heavy manufacturing region bordering the Great Lakes.  This paper hypothesizes that the decline of the Rust Belt was due in large part to the persistent labor market conflict that was prevalent throughout the Rust Belt's main industries. We formalize this thesis in a two-region dynamic general equilibrium model in which labor market conflict leads to a hold-up problem in the Rust Belt that reduces investment and productivity growth and leads employment to move from the Rust Belt to the rest of the country. Quantitatively, the model accounts for much of the large secular decline in the Rust Belt's share of manufacturing employment. Consistent with our theory, data at the state-industry level show that labor conflict, proxied by rates of major work stoppages, is strongly negatively correlated with employment growth.

[PDF - January 2023] (forthcoming in Journal of Political Economy)

[Online Appendix]

[PDF - February 2017] (working paper version with endogenous innovation; no strikes in equilibrium)

[PDF - December 2019] (working paper with endogenous innovation and structural change, no strikes in equilibrium)

[PDF - Slides] (working paper version)

working papers


The Macroeconomics of Sorting and Turnover in a Dynamic Assignment Model

Joint with Fane Groes.

Abstract: We build a tractable assignment model to characterize the matching and separation patterns of CEOs and their employers. Managers learn about their own type by observing a sequence of public signals (productivity shocks). The sorting is ex ante perfect across managers of a given cohort who are not currently matched (either because they were unmatched in the previous period or because they decided to split from their previous match), but is not typically so ex post. Moreover, in the special case with costless matching, perfect ex ante sorting occurs across managers of a given cohort regardless of their assignment history. We calibrate the model to match empirical targets from a large matched employer-employee data set covering the Danish labor force between 2000 and 2009. We have a particular interest in the degree of complementarity between the characteristics of the manager and those of the firm in the production function and our results fill a gap in the literature on the aggregate effects of a particular form of misallocation, namely mismatch, which depend critically on this elasticity.

work in progress


Dynamic Sorting

Joint with Moritz Meyer-ter-Vehn and Lee Ohanian.

Endogenous Trade Costs: A Network Model of Maritime Shipping

Joint with Jeff Thurk.

The Allocation of Teaching Talent and Human Capital Accumulation

Joint with Yulia Dudareva and Ananth Seshadri.

Industrial Clusters Across Time and Space

older research


The International Diversification Puzzle Revisited


research statement



[Research Statement 2017]

graduate research experience



research assistant | Prof. Matthias Doepke (UCLA)
    (january 2007 - december 2008)

research assistant | Anderson Forecast, Anderson School of Management (UCLA)
    (september 2004 - september 2005)


research
teaching
c.v.
personal
links


home