Published Papers

(with Sergei Glebkin and Semyon Malamud), Review of Financial Studies, Forthcoming

Abstract

We jointly quantify the magnitude of risk aversion and transactions costs implied by asset pricing models with trading frictions. With constant relative risk aversion and symmetric transactions costs, estimated transactions costs on Treasury bills are implausibly high, a manifestation of the risk-free rate puzzle. Introducing short-selling costs for Treasury bills offers a resolution of the puzzle. The resulting confidence sets show upper bounds on risk-aversion to be at reasonable levels. Short-selling costs for Treasuries are not necessary under recursive preferences.

(with Kerry Back and Ruomeng Liu), Journal of Financial and Quantitative Analysis, 2020

Abstract

We jointly quantify the magnitude of risk aversion and transactions costs implied by asset pricing models with trading frictions. With constant relative risk aversion and symmetric transactions costs, estimated transactions costs on Treasury bills are implausibly high, a manifestation of the risk-free rate puzzle. Introducing short-selling costs for Treasury bills offers a resolution of the puzzle. The resulting confidence sets show upper bounds on risk-aversion to be at reasonable levels. Short-selling costs for Treasuries are not necessary under recursive preferences.

(with Kerry Back and Ruomeng Liu), Mathematics and Financial Economics, 2019

Abstract

We jointly quantify the magnitude of risk aversion and transactions costs implied by asset pricing models with trading frictions. With constant relative risk aversion and symmetric transactions costs, estimated transactions costs on Treasury bills are implausibly high, a manifestation of the risk-free rate puzzle. Introducing short-selling costs for Treasury bills offers a resolution of the puzzle. The resulting confidence sets show upper bounds on risk-aversion to be at reasonable levels. Short-selling costs for Treasuries are not necessary under recursive preferences.

(with Kevin Crotty), Economics Letters, 2017

Abstract

We jointly quantify the magnitude of risk aversion and transactions costs implied by asset pricing models with trading frictions. With constant relative risk aversion and symmetric transactions costs, estimated transactions costs on Treasury bills are implausibly high, a manifestation of the risk-free rate puzzle. Introducing short-selling costs for Treasury bills offers a resolution of the puzzle. The resulting confidence sets show upper bounds on risk-aversion to be at reasonable levels. Short-selling costs for Treasuries are not necessary under recursive preferences.