Talks and conferences
Available for conference panels, applied workshops, and corporate briefings on trade, AI compute, and macro risk.
Talks focus on what the production stack actually shows. Tariff and trade analytics from 30 years of BACI across 238 countries and 5,022 HS6 product lines. AI compute economics grounded in honest cost curves for current-generation accelerators. Macro-financial risk read through trade flows, balance of payments, and policy diffusion. Applied causal inference at the speed a client decision actually needs, with replication packages attached.
Formats range from a 20 minute briefing for a corporate strategy team to a full day workshop on trade-flow diagnostics or causal inference tooling. Conference panels and academic seminars welcome. Briefings are delivered remotely from Eastern time with flexibility for European and Asian overlap, or on site for engagements that justify travel. Slides, code, and data sources are shared in advance so the audience can audit the numbers before the session.
Topics offered
Reading the CHIPS Act in trade data
What semiconductor and equipment trade flows reveal about reshoring progress, and where the data still does not move.
GB200 and the honest compute curve
Per-token economics for frontier inference and training, with depreciation, power, and utilization treated honestly.
Building production research infrastructure with AI augmentation
How a small team runs 30 years of BACI, 58 sector analyzers, and 12 causal estimators in continuous use.
Causal inference at consultancy speed
Picking estimators that survive review when the deadline is two weeks, not two semesters.
Trade-flow diagnostics for industrial decisions
Gravity, product space, and ECI applied to sourcing, plant siting, and tariff exposure questions.
Upcoming and target venues
2027
Submitted abstract: trade-flow diagnostics
AEA Annual Meeting 2027 (ASSA)
2027
Targeted submission: AI compute economics
NBER Summer Institute (IT and Digitization)
2027
Targeted submission: international trade
NBER Summer Institute (International Trade)
2027
Targeted panel: trade and reshoring evidence
PIIE trade conferences
2027
Targeted talk: applied trade and macro forecasting
NABE Annual Meeting
Rolling
Available for industry briefings on tariff, AI compute, and macro risk
Industry conferences and panels