Chicago Booth Review

Research-driven insights on business, policy, and markets. A @ChicagoBooth publication.

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[Chicago Booth Review @chicagoboothrev]

Do you think you can build an #AI model that predicts how stock prices respond to earnings-call info?

Chicago Booth’s @rkoijen and @blynch41 are inviting you (and anyone else) to submit a model for their competition, sponsored by the trading firm @OptiverGlobal. Submit here: https://t.co/BDBkypdlVq

Read about their research: https://t.co/TZjw6Lkfxd

@CAAI_Booth

[Chicago Booth Review @chicagoboothrev]

🎙️🎙️ NEW podcast

Can technical experts become successful people managers?

Chicago Booth’s Christine Carpenter shares her insights on management and leadership.

https://t.co/hyUfuVWExO

[Stigler Center @StiglerCenter]

For most of the last century, liberal democracies offered a simple deal: the economy grows and, if you work hard, you get a fair shot at the rewards.

According to 2024 Nobel Prize-winning economist @DAcemogluMIT, that deal is broken.

Watch the full Capitalisn't podcast with @bethanymac12 & @zingales here: https://t.co/Wh3gb8blqa

[Chicago Booth Review @chicagoboothrev]

In this episode of The In-House Ethicist, Chicago Booth's @jprollert looks at Milton Friedman’s famous argument against corporate social responsibility.

He explores how relevant Friedman’s famous arguments are to a world where Mikhail Gorbachev and the Berlin Wall are now a distant memory.

https://t.co/N84inpnXZM

[Chicago Booth Review @chicagoboothrev]

A study of low-income South Carolinians finds that monthly Supplemental Security Income cash payments were associated with potentially harmful consumption of drugs and alcohol.

But in-kind benefits from SNAP didn’t produce the same effect.

https://t.co/YgK2bJPRLU

[Zingales @zingales]

I am a big believer in the power of disclosure, but disclosure is not free. An economist has to ask where the optimum lies. I pressed former SEC official Renée Jones on exactly this in our latest Capitalisn’t podcast.

[Chicago Booth Review @chicagoboothrev]

How worried should we be about AI debt?

Investors should look past software to the financing of #AI infrastructure, says @ChicagoBooth's Stefan Hepp. https://t.co/ASxmOyiyLF

[Clark Center for Global Markets @KentClarkCenter]

We recently polled our US Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 3rd question is as follows: https://t.co/uPYZBvUSiN

[Chicago Booth Review @chicagoboothrev]

Just seven tech companies account for almost one-third of the market’s total value and more than half of the Russell 1000 Growth Index, according to @ChicagoBooth’s Lubos Pastor and @TayaSikorskaya and former Booth research professional Jinrui Wang (now a PhD student at @DukeU). https://t.co/MhPbmkBQ5l

[ProMarket @ProMarket_org]

Private equity firms claim consolidation is making healthcare more efficient, but a new analysis for @ProMarket_org by antitrust scholar @TStavroulaki suggests otherwise.

The good news, according to Stavroulaki, is that regulators already have the power to stop this under existing law. Find out how below:

https://t.co/gWuz3W6Jrd

[Stigler Center @StiglerCenter]

"If you never miss a plane, you've waited too long at the airport." So if we never have corporate fraud, are we spending too much on regulations?

@zingales debates Renee Jones, @BCLAW prof., frm. SEC official, and author of the new book "Untamed Unicorns: Why Startup Finance Is Broken and How to Fix It" from @harvardpress, on the cost of mandatory financial disclosure.

Watch the clip & listen to the full Capitalisn't pod with @bethanymac12 below 👇

[Chicago Booth Review @chicagoboothrev]

Can Anduril disrupt the US defense industry?

Chicago Booth’s Marc Knez discusses whether a tech startup can lead to cheaper and more effective systems for the military.

https://t.co/PvoQjRiEBX

[Chicago Booth Review @chicagoboothrev]

Will artificial intelligence replace the highest-paying jobs—not just routine work?

According to @ChicagoBooth's @profsufi, AI may be the first major technological breakthrough to seriously disrupt high-income, knowledge-based professions.

Listen to the full interview 🎧 https://t.co/bXgmr98Gu9

Watch the podcast on YouTube ▶️https://t.co/SsmKtAszTr

[ProMarket @ProMarket_org]

Can Antitrust Cure Private Equity Disease?

[Clark Center for Global Markets @KentClarkCenter]

We recently polled our Finance Experts Panel on the Tax Alpha Investment Strategies. The confidence-weighted answer to the 1st question is as follows: https://t.co/suHknjsu3l

[Chicago Booth Review @chicagoboothrev]

Even economists aren’t sure what #AI will do to the job market.

Via @KentClarkCenter @DuncanWeldon

https://t.co/8UGWmc7CBi

[Chicago Booth Review @chicagoboothrev]

Would you send your robot to the gym?

When using #AI, don’t neglect your leadership skills, says Chicago Booth's Linda E. Ginzel. https://t.co/RmfycxMYUj

[Chicago Booth Review @chicagoboothrev]

How worried should we be about AI debt?

To understand the financing structure beneath each investment, investors should ask five questions, writes @ChicagoBooth's Stefan Hepp. https://t.co/JBCgYFHoUC

[Chicago Booth Review @chicagoboothrev]

🎙️ ICYMI:

Can Anduril disrupt the US defense industry?

@ChicagoBooth’s Marc Knez discusses whether a tech startup can lead to cheaper and more effective systems for the military.

https://t.co/0hoLoqijFs

[Chicago Booth Review @chicagoboothrev]

Would you send your robot to the gym?

When using #AI, don’t neglect your leadership skills, says Chicago Booth's @lindaginzel.

"Delegate to AI only the tasks and skills you are willing to lose." https://t.co/OIBVEpeUeA