A Tough Act to Follow:
Contrast Effects in Financial Markets
Kelly Shue
Samuel Hartzmark
Excess Volatility:
Beyond Discount Rates
Bryan Kelly
Stefano Giglio
Macroeconomic-Driven Prepayment Risk
and the Valuation of Mortgage-Backed Securities
Francis Longstaff
Mikhail Chernov
Brett Dunn
Replicating Private Equity with Value Investing,
Homemade Leverage, and Hold-to-Maturity Accounting
Erik Stafford
Size Discovery
Darrell Duffie
Haoxiang Zhu