Arpit Gupta

In DC Sep-Dec 2026

Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter:

[Arpit Gupta @arpitrage]

🚨New predoc position!🚨
@AlexBartik and I are hiring a predoc at NYU Stern, starting Fall 2027

You would help us build AI tools to measure zoning rules and study how regulation impacts housing supply

Ideal for AI enthusiasts who want to get a PhD
https://t.co/gJMdBvuS3B

[Arpit Gupta @arpitrage]

@ModeledBehavior Could just shift rents elsewhere in the AI stack (ie, fewer competition for chips with China) helping to prop them up for longer

[Arpit Gupta @arpitrage]

@alz_zyd_ Tiny mammoths survived up here on Wrangel Island until four thousand years ago until humans sailed up, eat the last of them, and promptly died of hunger

[Arpit Gupta @arpitrage]

@Lib_Development But yes! If we're not even going to bother making these Central Valley stops central to the metro, it makes the decision to stop here in the first place even more uneconomic

[Arpit Gupta @arpitrage]

@Lib_Development Chinese cities have been developing really well around the new transit stops.

Urbana-Champaign is another good US example (Urbana didn't want the new rail line; Champaign seceded to grab it and is still more pro-business today)

[Gabriel @40yoap]

Don't tell me you still think of sovereign default as an all-or-nothing decision, Anon! And debt capacity as determined by the value of market access v exclusion? There is a better way. At least you know multiplicities abound, right? 🤔 https://t.co/vg99bRvL3J

[Arpit Gupta @arpitrage]

@thealepalombo cc @ModeledBehavior

[Lars Doucet @larsiusprime]

The Center for Land Economics is 2 years old, making land value tax reform both popular and practical.

We released our Year 2 impact report today. Among other highlights, 3 states passed LVT enabling laws (NY, VA, KY).

Read our full report for details!

https://t.co/unB2HkuyQ4

[Arpit Gupta @arpitrage]

A fun IO problem would be modeling the airline decision of which routes to install Starlink

[Arpit Gupta @arpitrage]

A $27m portfolio and $17m invested in Johnson and Johnson? Completely cursed.

[Paul Novosad @paulnovosad]

My colleagues at Dartmouth developed a very cool tool for AI-proof homework assignments.

It's called https://t.co/hLyeoN98Lp — students get paired and have live video debates with one another.

You can get a transcript, use an AI as judge if you want. 1/

[Iain Cameron @theiaincameron]

Fiji has native iguanas, and, honestly, it’s borderline miraculous they got there.

Iguanas are an American species, and Fiji sits in the South Pacific more than 8,000 km (5,000 mi) from the nearest part of western North America.

1/3

[Arpit Gupta @arpitrage]

Feel like we should have more Business School classes on industrial espionage

[Arpit Gupta @arpitrage]

@SEAsheltie Good question!

[Arpit Gupta @arpitrage]

Feel like a basic sort of populist "affordability" policy would be lower sales taxes all over the US

Virtually all of the incidence of these taxes falls on consumers
https://t.co/wx5xnt2CqP

[Arpit Gupta @arpitrage]

@CardiffGarcia I also like the discussion you had on the pod which really brought home the interaction of the targeting and timing points. ie often about bringing forward benefits to some cohorts today at the cost of other, future cohorts and potential entrants

[Arpit Gupta @arpitrage]

I like this framing of populism: policies that are defined by their timing and targeting

Populist policies want results today (immediacy), and to benefit specific groups (be it property tax caps for the elderly, rent control, or tariffs) as opposed to the outgroup

[Adam Ozimek @ModeledBehavior]

Is economic populism cooked? @CardiffGarcia talks to @KSoltisAnderson

https://t.co/mSAkEFVegv

[Arpit Gupta @arpitrage]

@AlecStapp

[David McKenzie @dmckenzie001]

Today's job market post by @kekreaishwarya looks at how agricultural land fragmentation is a bottleneck to manufacturing expansion in India

[Jason Furman @jasonfurman]

New piece on the economics of the AI buildout based on running it through the Fed's FRB/US model.

Short version: The stock market increase has been an even bigger deal than the actual infrastructure build.

Will share more later.

https://t.co/jKTsluerUp

[Arpit Gupta @arpitrage]

@CardiffGarcia Spend the compute to make it happen!