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Paul Goldsmith-Pinkham

@paulgp.com

Yale SOM professor & Bulls fan. I study consumer finance, and econometrics is a big part of my research identity. He/him/his

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Latest posts by Paul Goldsmith-Pinkham @paulgp.com

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New paper in press at Biometrics by PhD Candidate Esteban Fernรกndez-Morales

1) Develops Bayesian spike & slab and horseshoe models for causal inference under spatial spillover

2) Analyzes Philly's 2017 beverage tax accounting for cross-border shopping

arxiv.org/pdf/2501.08231

07.03.2026 00:39 ๐Ÿ‘ 10 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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Workshops/BPLIM2025 at master ยท BPLIM/Workshops Collection of presentations at BPLIM's workshops. Contribute to BPLIM/Workshops development by creating an account on GitHub.

Back in December, I presented at a "Fast Computing" workshop hosted by the Bank of Portugal. The videos + materials are now all available online. github.com/BPLIM/Worksh...

(Also including cool talks by @s3alfisc.bsky.social, @sebkrantz.bsky.social, and others.)

06.03.2026 19:28 ๐Ÿ‘ 8 ๐Ÿ” 5 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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As someone who routinely mocks permabullish clickbait oil forecasts, I want to be exceptionally clear:

Crude WILL go to $200/bbl, en route higher, unless traffic through the Strait resumes.

Not clickbait, but rather brutal physics and necessary economic incentives.

06.03.2026 16:17 ๐Ÿ‘ 1687 ๐Ÿ” 313 ๐Ÿ’ฌ 44 ๐Ÿ“Œ 77
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it's like these people didn't have group chats smh

06.03.2026 19:05 ๐Ÿ‘ 675 ๐Ÿ” 35 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 2
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I have to admit that Hormuz is a very clever design that keeps things interesting. Kudos to Slartibartfast.

You can't convince me that it was an accident.

06.03.2026 18:08 ๐Ÿ‘ 62 ๐Ÿ” 4 ๐Ÿ’ฌ 3 ๐Ÿ“Œ 1

I gave Zoรซ Kravitz & Penn Badgley a lunch recommendation in Paris (they asked) & then a bunch of people around us asked to take a photo with them & my mom didnโ€™t know who they were & misunderstood the social situation & so asked if those people also wanted to take a photo with me & my now wife.

05.03.2026 13:55 ๐Ÿ‘ 25 ๐Ÿ” 1 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0
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NY State Senate Bill 2025-S7263 Imposes liability for damages caused by a chatbot impersonating certain licensed professionals.

NY is proposing to "Impose liability for damages caused by a chatbot impersonating certain licensed professionals." nysenate.gov/legislation/... How does a chatbot trick you into thinking its a doctor? Senators: If you forgot you were conversing with AI, you need a doctor.

05.03.2026 22:58 ๐Ÿ‘ 3 ๐Ÿ” 2 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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So true.

05.03.2026 23:34 ๐Ÿ‘ 27 ๐Ÿ” 1 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 1
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Data Visualization A Practical Introduction

Hereโ€™s a full draft of the upcoming second edition of my โ€œData Visualization: A Practical Introductionโ€: socviz.co

05.03.2026 22:54 ๐Ÿ‘ 509 ๐Ÿ” 163 ๐Ÿ’ฌ 12 ๐Ÿ“Œ 15

Conversation on NPR right now about how people don't have access to live music anymore because ticket price are too high and shows are always sold out

05.03.2026 17:56 ๐Ÿ‘ 30 ๐Ÿ” 2 ๐Ÿ’ฌ 6 ๐Ÿ“Œ 5

LOL amazing

05.03.2026 15:47 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

things i use a lot more often in our agentic age
- uv init + uv add + uv sync everything
- quarto markdown instead of jupyter - hidden state is especially cursed now
- interactive viz libraries that generate tooltips
- tmux splits with different agent instances playing generator-discriminator

05.03.2026 04:45 ๐Ÿ‘ 24 ๐Ÿ” 1 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0

Maybe so, maybe not. We'll see

ๅกž็ฟๅคฑ้ฆฌ๏ผŒ็„‰็Ÿฅ้ž็ฆ

05.03.2026 03:33 ๐Ÿ‘ 4 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
Buddy Guy: Tiny Desk Concert
Buddy Guy: Tiny Desk Concert YouTube video by NPR Music

Also this. Buddy Guy is a legend www.youtube.com/watch?v=m5Xx...

04.03.2026 23:22 ๐Ÿ‘ 10 ๐Ÿ” 1 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0
De La Soul: Tiny Desk Concert
De La Soul: Tiny Desk Concert YouTube video by NPR Music

youtu.be/5AVYDHTOixU

hell yeah

04.03.2026 22:41 ๐Ÿ‘ 30 ๐Ÿ” 9 ๐Ÿ’ฌ 3 ๐Ÿ“Œ 1

๐Ÿ”ฅDouble celebrations this week๐Ÿ”ฅ

Our new JDE publication and the notification of my promotion to FULL professor of economics!

Updating my CV ๐Ÿ‘‡

04.03.2026 16:58 ๐Ÿ‘ 87 ๐Ÿ” 2 ๐Ÿ’ฌ 17 ๐Ÿ“Œ 1

๐Ÿคฉ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰

04.03.2026 22:29 ๐Ÿ‘ 1 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Believe in your work. Stop ending papers with โ€œMore research is neededโ€ and start concluding with โ€œNo more research on this topic is needed.โ€

04.03.2026 14:37 ๐Ÿ‘ 179 ๐Ÿ” 32 ๐Ÿ’ฌ 11 ๐Ÿ“Œ 7
In early 2024, researchers were already heavily using AI for work
- Survey of 816 verified authors via Semantic Scholar
- 81% of researchers reported using LLMs in their workflow
- Top uses: information seeking & editing
- Rare for data tasks: 69๎‚‰73% never use LLMs for data cleaning or generation

In early 2024, researchers were already heavily using AI for work - Survey of 816 verified authors via Semantic Scholar - 81% of researchers reported using LLMs in their workflow - Top uses: information seeking & editing - Rare for data tasks: 69๎‚‰73% never use LLMs for data cleaning or generation

The measurement problem
LLM content has risen sharply in both review and non-review papers.
Review papers do have a higher prevalence rate.
But non-review LLM papers outnumber review papers ๎‚ฃ6x.
CS.CY ๎‚Computers & Society) faces potential 50% cuts compared to CS.CV (Computer Vision) would only face 3%

The measurement problem LLM content has risen sharply in both review and non-review papers. Review papers do have a higher prevalence rate. But non-review LLM papers outnumber review papers ๎‚ฃ6x. CS.CY ๎‚Computers & Society) faces potential 50% cuts compared to CS.CV (Computer Vision) would only face 3%

Interdisciplinary researchers โ€” who move between cultures and write in the โ€œborderlandsหฎ โ€” are experts at adapting their writing. LLMs currently are not.

Interdisciplinary researchers โ€” who move between cultures and write in the โ€œborderlandsหฎ โ€” are experts at adapting their writing. LLMs currently are not.

Private information can appear in unlikely prompts

Private information can appear in unlikely prompts

I gave a short talk at Cornell yesterday on my science-of-science work investigating how AI is being used by researchers and how we should go about crafting policies in response.

Blanket policies are hard, privacy is important, we need more measurement.

Slides: drive.google.com/file/d/1gNTK...

04.03.2026 13:23 ๐Ÿ‘ 58 ๐Ÿ” 12 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0

This is fascinating

04.03.2026 02:00 ๐Ÿ‘ 12 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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Are AI models effective collaborators, or mere assistants awaiting your next command? (Preprint: arxiv.org/abs/2602.24188)

To find out, we make AI collaborate with itself, in private information games: tasks that require sharing private information, like this chess board ordering task.

04.03.2026 00:15 ๐Ÿ‘ 54 ๐Ÿ” 21 ๐Ÿ’ฌ 3 ๐Ÿ“Œ 1

I hadnโ€™t seen it until @cohodes.bsky.social shared it with me! Definitely worth comparing.. Iโ€™ll try to do that

03.03.2026 11:47 ๐Ÿ‘ 3 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Toddler: *gestures at 200m-year-old crustacean fossils at Natural History Museum* How did they die?
Me: I donโ€™t know. Maybe there was some kind of disaster, or they got really oldโ€”
Toddler: *stares at me, tears welling up* they died because they got old?

02.03.2026 23:48 ๐Ÿ‘ 74 ๐Ÿ” 1 ๐Ÿ’ฌ 3 ๐Ÿ“Œ 2

100%

02.03.2026 23:19 ๐Ÿ‘ 0 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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stitch wearing a blue and white polka dot headband sits in a laundry basket ALT: stitch wearing a blue and white polka dot headband sits in a laundry basket
02.03.2026 23:17 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0
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For researchers working with the IPEDS dataset (nces.ed.gov/ipeds/), which can be kind of a bear to work with, especially over time, I've constructed some code to harmonize the data into a single DuckDB database

github.com/paulgp/ipeds...

02.03.2026 22:18 ๐Ÿ‘ 48 ๐Ÿ” 12 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 2

Yes almost certainly folks are always willing to believe that the conditions are โ€œslightlyโ€ violated, just a question of how much (and thatโ€™s why weak IV is so dangerous because it amplifies the bias)

02.03.2026 14:19 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

My experience with so many of these things is a very handwavy explanation of the positive case

02.03.2026 14:14 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 0 ๐Ÿ“Œ 0

Pretty pictures always help!

I think we probably just work / experience different things. So much of my methods work is just trying to convert confusing identification approaches (Bartik, linear regression, Hausman instruments) into something that actually has a positive case

02.03.2026 14:14 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 1 ๐Ÿ“Œ 0

Definitely lots of debate on it. I think my canonical fallback is a Heckman paper that shows if folks have similar expectations ex ante (even if they would differ ex post, maybe bc of lack of knowledge) then the ATT is identified. But people should make that argument!!

02.03.2026 13:43 ๐Ÿ‘ 2 ๐Ÿ” 0 ๐Ÿ’ฌ 2 ๐Ÿ“Œ 0