- Dynamic Intervention and Informational Linkages, 11/2017, with Lin William Cong and Steven R. Grenadier, working paper, 2017. Forthcoming, Journal of Financial Economics.
- Pledgeability, Industry Liquidity, and Financing Cycles, 08/2018, with Douglas Diamond and Raghuram Rajan, working paper 2017. Forthcoming, Journal of Finance.
Work in Progress
- A Dynamic Theory of Learning and Relationship Lending, with Felipe Varas, draft available upon request
- Pledgeability, Firm Leverage, and Bank Leverage, with Douglas Diamond and Raghuram Rajan, draft available upon request
- The Trade Credit Chanel of Monetary Policy, with Janet Gao
- The Counterparty Risk Premium, With Gill Segal
- Debt Covenants and Bank Networth, with Zhiguo He, Gregor Matvos, and Missaka Warusawitharana