@article {721656,
	title = {Economic Budgeting for Endowment-Dependent Universities},
	year = {Working Paper},
	author = {John Y. Campbell and Jeremy C. Stein and Alex A. Wu}
}
@workingpaper {714786,
	title = {Heterogeneous Mortgage Choice: Evidence from Denmark},
	year = {Working Paper},
	author = {Steffan Andersen and John Y. Campbell and Joao Cocco and Chris Hansman and Tarun Ramadorai}
}
@article {701161,
	title = {Debt and Deficits: Fiscal Analysis with Stationary Ratios},
	year = {Working Paper},
	author = {John Y. Campbell and Can Gao and Ian W. R. Martin}
}
@article {698696,
	title = {What Drives Booms and Busts in Value?},
	year = {Working Paper},
	author = {John Y. Campbell and Stefano Giglio and Christopher Polk}
}
@workingpaper {672848,
	title = {Sustainability in a Risky World},
	year = {Working Paper},
	author = {John Y. Campbell and Ian Martin}
}
@workingpaper {638516,
	title = {The Cross-Section of Household Preferences},
	year = {Working Paper},
	author = {Laurent E. Calvet and John Y. Campbell and Francisco J. Gomes and Paolo Sodini}
}
@article {711181,
	title = {Idiosyncratic Equity Volatility Two Decades Later},
	journal = { Critical Finance Review},
	volume = {12},
	year = {2023},
	pages = {203-223},
	author = {John Y. Campbell and Martin Lettau and Burton G. Malkiel and Yexiao Xu}
}
@article {663355,
	title = {Who Owns What? A Factor Model for Direct Stock Holding},
	journal = {Journal of Finance},
	volume = {78},
	year = {2023},
	pages = {1545-1591},
	author = {Vimal Balasubramaniam and John Y. Campbell and Tarun Ramadorai and Benjamin Ranish}
}
@article {646721,
	title = {Portfolio Choice with Sustainable Spending: A Model of Reaching for Yield},
	journal = {Journal of Financial Economics},
	volume = {143},
	number = {January},
	year = {2022},
	pages = {188-206},
	author = {John Y. Campbell and Roman Sigalov}
}
@article {606650,
	title = {Structuring Mortgages for Macroeconomic Stability},
	journal = {Journal of Finance},
	volume = {76},
	number = {October},
	year = {2021},
	pages = {2525-2576},
	author = {John Y. Campbell and Nuno Clara and Jo{\~a}o F. Cocco}
}
@article {185561,
	title = {Sources of Inaction in Household Finance: Evidence from the Danish Mortgage Market},
	journal = {American Economic Review},
	volume = {110},
	number = {October},
	year = {2020},
	pages = {3184-3230},
	author = {Steffen Andersen and John Y. Campbell and Kasper Meisner Nielsen and Tarun Ramadorai}
}
@article {101126,
	title = {Macroeconomic Drivers of Bond and Equity Risks},
	journal = {Journal of Political Economy},
	volume = {128},
	number = {August},
	year = {2020},
	pages = {3148-3185},
	author = {John Y. Campbell and Pflueger, Carolin and Luis M. Viceira}
}
@article {606648,
	title = {Do the Rich Get Richer in the Stock Market? Evidence from India},
	journal = {American Economic Review: Insights},
	volume = {1},
	year = {2019},
	pages = {225-240},
	author = {John Y. Campbell and Tarun Ramadorai and Benjamin Ranish}
}
@book {531806,
	title = {Financial Decisions and Markets: A Course in Asset Pricing},
	year = {2018},
	publisher = {Princeton University Press},
	organization = {Princeton University Press},
	url = {http://press.princeton.edu/titles/11177.html},
	author = {John Y. Campbell}
}
@article {84076,
	title = {What Calls to ARMs? International Evidence on Interest Rates and the Choice of Adjustable-Rate Mortgages},
	journal = {Management Science},
	volume = {64},
	year = {2018},
	month = {2018},
	pages = {2275-2288},
	author = {Cristian Badarinza and John Y. Campbell and Tarun Ramadorai}
}
@article {36570,
	title = {An Intertemporal CAPM with Stochastic Volatility},
	journal = {Journal of Financial Economics},
	volume = {128},
	year = {2018},
	pages = {207-233},
	author = {John Y. Campbell and Stefano Giglio and Christopher Polk and Robert Turley}
}
@article {478866,
	title = {Out-of-Pocket Medical Costs and Third-Party Healthcare Costs for Children With Down Syndrome},
	journal = {American Journal of Medical Genetics Part A},
	volume = {173},
	year = {2017},
	month = {2017},
	pages = {627-637},
	author = {Andrew Kageleiry and David Samuelson and Mei Sheng Duh and Patrick Lefebvre and John Campbell and Brian G. Skotko}
}
@article {9284,
	title = {Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds},
	journal = {Critical Finance Review},
	volume = {6},
	year = {2017},
	pages = {263-301},
	author = {John Y. Campbell and Adi Sunderam and Luis M. Viceira}
}
@conference {396151,
	title = {Income Growth Trajectory for Parents of Children with Down Syndrome in the United States},
	booktitle = {ISPOR 21st Annual International Meeting},
	year = {2016},
	address = {Washington, DC. PHS45},
	author = {David Samuelson and Andrew Kageleiry and Mei Sheng Duh and Patrick Lefebvre and John Campbell and Maral DerSarkissian and Batool Haider and Brian G. Skotko}
}
@article {363556,
	title = {Restoring Rational Choice: The Challenge of Consumer Financial Regulation},
	journal = {American Economic Review: Papers \& Proceedings},
	volume = {106},
	number = {5},
	year = {2016},
	pages = {1-30},
	type = {Richard T. Ely Lecture, American Economic Association Annual Meeting},
	url = {https://www-aeaweb-org.ezp-prod1.hul.harvard.edu/articles?id=10.1257/aer.p20161127},
	author = {John Y. Campbell}
}
@article {308846,
	title = {International Comparative Household Finance},
	journal = {Annual Review of Economics},
	volume = {8},
	year = {2016},
	url = {http://arjournals.annualreviews.org/eprint/afEwBNkYRPweRQZXtCVB/full/10.1146/annurev-economics-080315-015425},
	author = {Cristian Badarinza and John Y. Campbell and Tarun Ramadorai}
}
@article {352826,
	title = {The Fragile Benefits of Endowment Destruction},
	journal = {Journal of Political Economy},
	volume = {123},
	number = {5},
	year = {2015},
	pages = {1214-1226},
	url = {http://www.journals.uchicago.edu.ezp-prod1.hul.harvard.edu/doi/full/10.1086/681640},
	author = {John Y. Campbell and John H. Cochrane}
}
@conference {264601,
	title = {Out-of-pocket Medical Costs for Parents with Children with Down Syndrome in the United States},
	booktitle = {ISPOR 20th Annual International Meeting},
	year = {2015},
	address = {Philadelphia, PA, USA. PHS67},
	author = {Andrew Kageleiry and David Samuelson and Mei Sheng Duh and Patrick Lefebvre and Maral DerSarkissian and John Campbell and Brian G. Skotko}
}
@article {36569,
	title = {The Impact of Regulation on Mortgage Risk: Evidence from India},
	journal = {American Economic Journal: Economic Policy},
	volume = {7},
	number = {4},
	year = {2015},
	pages = {71-102},
	url = {https://www-aeaweb-org.ezp-prod1.hul.harvard.edu/articles.php?doi=10.1257/pol.20130220},
	author = {John Y. Campbell and Tarun Ramadorai and Benjamin Ranish}
}
@article {9286,
	title = {A Model of Mortgage Default},
	journal = {Journal of Finance},
	volume = {70},
	number = {4},
	year = {2015},
	pages = {1495-1554},
	url = {http://onlinelibrary.wiley.com.ezp-prod1.hul.harvard.edu/doi/10.1111/jofi.12252/full},
	author = {John Y. Campbell and Joao F. Cocco}
}
@article {159186,
	title = {Empirical Asset Pricing: Eugene Fama, Lars Peter Hansen, and Robert Shiller},
	journal = {Scandinavian Journal of Economics},
	year = {2014},
	author = {John Y. Campbell}
}
@workingpaper {154531,
	title = {Getting Better or Feeling Better? How Equity Investors Respond to Investment Experiences},
	year = {2014},
	author = {John Y. Campbell and Tarun Ramadorai and Benjamin Ranish}
}
@article {37184,
	title = {Mortgage Market Design},
	journal = {Review of Finance},
	volume = {17},
	number = {1},
	year = {2013},
	pages = {1-33},
	author = {John Y. Campbell}
}
@article {9287,
	title = {Hard Times},
	journal = {Review of Asset Pricing Studies},
	volume = {3},
	number = {1},
	year = {2013},
	pages = {95-132},
	author = {John Y. Campbell and Stefano Giglio and Christopher Polk}
}
@article {670500,
	title = {The Long-Run Risks Model and Aggregate Asset Prices: An Empirical Assessment},
	journal = {Critical Finance Review},
	volume = {1},
	year = {2012},
	pages = {141-182},
	author = {Jason Beeler and John Y. Campbell}
}
@article {670501,
	title = {Forced Sales and House Prices},
	journal = {American Economic Review},
	volume = {101},
	year = {2011},
	pages = {2108-2131},
	author = {John Y. Campbell and Stefano Giglio and Parag Pathak}
}
@article {670502,
	title = {Growth or Glamour? Fundamentals and Systematic Risk in Stock Returns},
	journal = {Review of Financial Studies},
	volume = {23},
	number = {1},
	year = {2010},
	pages = {305-344},
	author = {John Y. Campbell and Christopher Polk and Tuomo Vuolteenaho}
}
@book {543996,
	title = {The Squam Lake Report: Fixing the Financial System},
	year = {2010},
	pages = {184},
	publisher = {Princeton University Press},
	organization = {Princeton University Press},
	edition = {1},
	abstract = {
	
		
			
				
					In the fall of 2008, fifteen of the world{\textquoteright}s leading economists--representing the broadest spectrum of economic opinion--gathered at New Hampshire{\textquoteright}s Squam Lake. Their goal: the mapping of a long-term plan for financial regulation reform.
				

				
					The Squam Lake Report\&nbsp;distills the wealth of insights from the ongoing collaboration that began at these meetings and provides a revelatory, unified, and coherent voice for fixing our troubled and damaged financial markets. As an alternative to the patchwork solutions and ideologically charged proposals that have dominated other discussions, the Squam Lake group sets forth a clear nonpartisan plan of action to transform the regulation of financial markets--not just for the current climate--but for generations to come.
				

				
					Arguing that there has been a conflict between financial institutions and society, these diverse experts present sound and transparent prescriptions to reduce this divide. They look at the critical holes in the existing regulatory framework for handling complex financial institutions, retirement savings, and credit default swaps. They offer ideas for new financial instruments designed to recapitalize banks without burdening taxpayers. To lower the risk that large banks will fail, the authors call for higher capital requirements as well as a systemic regulator who is part of the central bank. They collectively analyze where the financial system has failed, and how these weak points should be overhauled.
				

				
					Combining an immense depth of academic, private sector, and public policy experience,\&nbsp;The Squam Lake Report\&nbsp;contains urgent recommendations that will positively influence everyone{\textquoteright}s financial well-being--all who care about the world{\textquoteright}s economic health need to pay attention.
				
			
		
	

},
	url = {http://press.princeton.edu/titles/9261.html},
	author = {Kenneth R. French and Martin N. Baily and John Y. Campbell and John H. Cochrane and Douglas W. Diamond and Darrell Duffie and Anil K Kashyap and Frederic S. Mishkin and Raghuram g. Rajan and David S. Scharfstein and Robert J. Shiller and Hyun Song Shin and Matthew J. Slaughter and Jeremy C. Stein and Ren{\'e} M. Stulz}
}
@article {9316,
	title = {Global Currency Hedging},
	journal = {Journal of Finance},
	volume = {LXV},
	number = {1},
	year = {2010},
	pages = {87-122},
	author = {John Y. Campbell and Karine Serfaty-de Medeiros and Luis M. Viceira}
}
@article {90586,
	title = {Understanding Inflation-Indexed Bond Markets},
	journal = {Brookings Papers on Economic Activity},
	year = {2009},
	pages = {79-120},
	author = {John Y. Campbell and Robert J. Shiller and Luis M. Viciera}
}
@article {90581,
	title = {The Changing Role of Nominal Government Bonds in Asset Allocation},
	journal = {Geneva Risk and Insurance Review},
	volume = {34},
	year = {2009},
	pages = {89-104},
	author = {John Y. Campbell}
}
@booklet {37196,
	title = {Appendix for "Measuring the Financial Sophistication of Households"},
	journal = {American Economic Review Papers and Proceedings},
	year = {2009},
	author = {John Y. Campbell and Laurent E. Calvet and Paolo Sodini}
}
@article {9354,
	title = {Fight or Flight? Portfolio Rebalancing By Individual Investors},
	journal = {Quarterly Journal of Economics},
	year = {2009},
	pages = {301-348},
	author = {Laurent E. Calvet and John Y. Campbell and Paolo Sodini}
}
@book {11037,
	title = {Asset Prices \& Monetary Policy},
	year = {2008},
	publisher = {University of Chicago Press},
	organization = {University of Chicago Press},
	url = {http://ukcatalogue.oup.com/product/9780198296942.do},
	author = {John Y. Campbell},
	editor = {John Y. Campbell}
}
@article {9319,
	title = {In Search of Distress Risk},
	journal = {Journal of Finance},
	volume = {LXIII},
	number = {6},
	year = {2008},
	pages = {2899-2939},
	author = {John Y. Campbell and Jens Hilscher and Jan Szilagyi}
}
@article {670506,
	title = {How Do House Prices Affect Consumption? Evidence From Micro Data},
	journal = {Journal of Monetary Economics},
	volume = {54},
	year = {2007},
	pages = {591-621},
	author = {John Y. Campbell and Jo{\~a}o F. Cocco}
}
@article {196901,
	title = {Down or Out: Assessing the Welfare Costs of Household Investment Mistakes},
	journal = {Journal of Political Economy},
	volume = {115},
	number = {5},
	year = {2007},
	pages = {707-747},
	author = {Laurent E. Calvet and John Y. Campbell and Paolo Sodini}
}
@booklet {37197,
	title = {Appendix for "Intergenerational Risksharing and Equilibrium Asset Prices"},
	journal = {Journal of Monetary Economics},
	year = {2007},
	author = {John Y. Campbell and Yves Nosbusch}
}
@booklet {37200,
	title = {Implementing the Econometric Methods in {\textquoteright}Efficient Tests of Stock Return Predictability{\textquoteright}, Appendix for "Efficient Tests of Stock Return Predictability"},
	journal = {Journal of Financial Economics},
	year = {2006},
	author = {John Y. Campbell and Motohiro Yogo}
}
@article {37188,
	title = {Household Finance, Presidential Address to the American Finance Association},
	journal = {Journal of Finance},
	volume = {LXI},
	number = {4},
	year = {2006},
	pages = {1553-1604},
	author = {John Y. Campbell}
}
@article {196911,
	title = {The Term Structure of the Risk-Return Tradeoff},
	journal = {Financial Analysts Journal},
	volume = {61},
	number = {1},
	year = {2005},
	pages = {34-44},
	author = {John Y. Campbell and Luis M. Viceira}
}
@article {194346,
	title = {Bad Beta, Good Beta},
	journal = {American Economic Review},
	volume = {94},
	number = {5},
	year = {2004},
	pages = {1249-1275},
	url = {https://www-aeaweb-org.ezp-prod1.hul.harvard.edu/articles.php?doi=10.1257/0002828043052240},
	author = {John Y. Campbell and Tuomo Vuolteenaho}
}
@booklet {9395,
	title = {Appendix for "A Multivariate Model of Strategic Asset Allocation"},
	journal = {Journal of Financial Economics},
	year = {2003},
	author = {John Y. Campbell and Yeung Lewis Chan and Luis M. Viceira}
}
@article {9357,
	title = {Household Risk Management and Optimal Mortgage Choice},
	journal = {Quarterly Journal of Economics},
	volume = {118},
	number = {4},
	year = {2003},
	pages = {1449-1494},
	author = {John Y. Campbell and Joao F. Cocco}
}
@article {9325,
	title = {Equity Volatility and Corporate Bond Yields},
	journal = {Journal of Finance},
	volume = {LVIII},
	number = {6},
	year = {2003},
	pages = {2321-2350},
	author = {John Y. Campbell and Glen B. Taksler}
}
@book {11038,
	title = {Strategic Asset Allocation: Portfolio Choice for Long-Term Investors},
	year = {2002},
	publisher = {Oxford University Press},
	organization = {Oxford University Press},
	url = {http://ukcatalogue.oup.com/product/9780198296942.do},
	author = {John Y. Campbell and Luis M. Viceira}
}
@article {37189,
	title = {Have Individual Stocks Become More Volatile? An Empirical Exploration of Idiosyncratic Risk},
	journal = {Journal of Finance},
	volume = {56},
	number = {1},
	year = {2001},
	pages = {1-43},
	author = {John Y. Campbell and Martin Lettau and Burton Malkiel and Yexiao Xu}
}
@booklet {9397,
	title = {Appendix for "Who Should Buy Long-Term Bonds?"},
	journal = {American Economic Review},
	year = {2001},
	author = {John Y. Campbell and Luis M. Viceira}
}
@book {11039,
	title = {Risk Aspects of Investment-Based Social Security Reform},
	year = {2000},
	publisher = {University of Chicago Press},
	organization = {University of Chicago Press},
	address = {U.S. },
	url = {http://press.princeton.edu/titles/5904.html},
	author = {John Y. Campbell and Martin Feldstein}
}
@article {9338,
	title = {Asset Pricing at the Millennium},
	journal = {Journal of Finance},
	volume = {LV},
	number = {4},
	year = {2000},
	pages = {1515-1567},
	author = {John Y. Campbell}
}
@article {9336,
	title = {Explaining the Poor Performance of Consumption-based Asset Pricing Models},
	journal = {Journal of Finance},
	volume = {LV},
	number = {6},
	year = {2000},
	pages = {2863-2878},
	author = {John Y. Campbell and John H. Cochrane}
}
@article {670507,
	title = {By Force of Habit: A Consumption-Based Explanation of Aggregate Stock Market Behavior},
	journal = {Journal of Political Economy},
	volume = {107},
	year = {1999},
	pages = {205-251},
	author = {John Y. Campbell and John H. Cochrane}
}
@booklet {9399,
	title = {Data Appendix for "Asset Prices, Consumption, and the Business Cycle"},
	journal = {Handbook of Macroeconomics},
	year = {1999},
	publisher = {North Holland},
	address = {Amsterdam},
	author = {John Y. Campbell},
	editor = {John Taylor and Michael Woodford}
}
@article {9360,
	title = {Consumption and Portfolio Decisions When Expected Returns Are Time Varying},
	journal = {Quarterly Journal of Economics},
	volume = {114},
	number = {2},
	year = {1999},
	pages = {433-495},
	author = {John Y. Campbell and Luis M. Viceira}
}
@book {9400,
	title = {The Econometrics of Financial Markets},
	year = {1997},
	publisher = {Princeton University Press},
	organization = {Princeton University Press},
	address = {Princeton, NJ},
	url = {https://press.princeton.edu/books/hardcover/9780691043012/the-econometrics-of-financial-markets},
	author = {John Y. Campbell and Andrew W. Lo and A. Craig MacKinlay}
}
@article {196916,
	title = {Some Lessons from the Yield Curve},
	journal = {Journal of Economic Perspectives},
	volume = {9},
	number = {3},
	year = {1995},
	pages = {129-152},
	author = {John Y. Campbell}
}
@article {9362,
	title = {Trading Volume and Serial Correlation in Stock Returns},
	journal = {Quarterly Journal of Economics},
	volume = {108},
	number = {4},
	year = {1993},
	pages = {905-939},
	author = {John Y. Campbell and Sanford J. Grossman and Jiang Wang}
}
@article {9340,
	title = {What Moves the Stock and Bond Markets? A Variance Decomposition for Long-Term Asset Returns},
	journal = {Journal of Finance},
	volume = {XLVIII},
	number = {1},
	year = {1993},
	pages = {3-37},
	author = {John Y. Campbell and John Ammer}
}
@article {9343,
	title = {Predictable Stock Returns in the United States and Japan: A Study of Long-Term Capital Market Integration},
	journal = {Journal of Finance},
	volume = {XLVII},
	number = {1},
	year = {1992},
	pages = {43-69},
	author = {John Y. Campbell and Yasushi Hamao}
}
@article {9348,
	title = {Stock Prices, Earnings, and Expected Dividends},
	journal = {Journal of Finance},
	volume = {XLIII},
	number = {3},
	year = {1988},
	pages = {661-676},
	author = {John Y. Campbell and Robert J. Shiller}
}
@article {9365,
	title = {Are Output Fluctuations Transitory?},
	journal = {Quarterly Journal of Economics},
	volume = {102},
	number = {4},
	year = {1987},
	pages = {857-880},
	author = {John Y. Campbell and N. Gregory Mankiw}
}
@article {9366,
	title = {Bond and Stock Returns in a Simple Exchange Model},
	journal = {Quarterly Journal of Economics},
	volume = {101},
	number = {4},
	year = {1986},
	pages = {785-804},
	author = {John Y. Campbell}
}
@article {9351,
	title = {A Defense of Traditional Hypotheses about the Term Structure of Interest Rates},
	journal = {Journal of Finance},
	volume = {XLL},
	number = {1},
	year = {1986},
	pages = {183-193},
	author = {John Y. Campbell}
}
