working papers


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

Abstract: I explore mismatch between firm quality and firm management as a mechanism for variations in total factor productivity (TFP) across countries. In my calibrated model, even minor deviations from efficient (assortative) matching have sizeable effects on output and productivity. Underlying this result is the finding that the aggregate implications of matching frictions are highly sensitive to the degree of complementarity between firm and manager attributes. In addition, the relative dispersion of firm and managerial attributes is also key to quantifying the aggregate effects of matching frictions. The key model parameters are pinned down by calibrating the model to U.S. observations on the firm-size distribution and the level and distribution of managerial compensation. My results imply that "crony capitalism", where key managerial positions are allocated on the basis of political connections rather than talent, imposes a substantial burden on economic welfare. 

[PDF - coming soon] (major revision under way)

Deceptive Redistribution

Ongoing research (preliminary & incomplete) with Guillermo Ordoñez.

Abstract: While economic and redistributive policies can be welfare enhancing in an environment characterized by market failures and inequality, they frequently generate private gains to those who hold public office. In a setting with dispersed information about the policies' true motives we ask how self-interested governments who fret over their perceived integrity (reputation) balance legitimate needs for government action with the temptations of rent-seeking. Compared to the previous literature our model generates a richer trade-off structure between redistribution and efficiency. We find that governments use transfers strategically to conceal inefficient policy choices and excessive office rents. Our model also offers novel economic insights into the role of information frictions in shaping the governments' political accountability.

[PDF - February 2011]


work in progress


Migrant Superstars: Career Paths and the Distribution of Talent

Ongoing research (preliminary & incomplete).

Abstract: I develop a tractable assignment model with symmetric information frictions as in Groes et al. (2009) in order to characterize the distribution of talent as well as the interaction between individuals and the organizations they are associated with. Using matched individual-organization data sets I structurally estimate the primitives of the model in addition to the parameter that governs the interaction between the individual's and the organization's attributes in the production process.

[PDF - coming soon] (major revision under way)

The International Diversification Puzzle Revisited

Abstract: This paper revisits the international portfolio diversification puzzle using a more general version of the Heathcote and Perri (2004) model. I show that the assumption of a unit-elasticity aggregator function and of an i.i.d. endowment process is not completely innocuous. Since the terms of trade provide full insurance against endowment shocks whenever the elasticity of substitution is one, the optimal portfolio shares of domestic and foreign assets do not depend on the state of nature in the planning solution. We show that only under Cobb-Douglas and linear aggregator functions can the optimal portfolio share be characterized by a simple "golden rule" that does not depend on the endowment realization.

[PDF]



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