Month: March 2026
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How an Oil Shock That Redirects China’s Trade Surplus Can Be Turned Into a Positive Force
The debate over Iran is still being framed too narrowly. But rather, it should be interpreted in a wider geostrategic pivot. The intervention in Iran creates a difficult wedge issue that may weaken China’s resolve to support Russia and it is a direct shock to Russian capabilities in Ukraine. This is why at a strategic…
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Discussion of “AI, Human Cognition and Knowledge Collapse” and the geopolitical backdrop
A few weeks ago I shared some reflections on LinkedIn on Daron Acemoglu’s new paper on “AI, Human Cognition and Knowledge Collapse”, that just came out as an NBER Working Paper. What does the paper claim? The core claim is that AI could contribute to a breakdown of collapse of knowledge and a reduction in…
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Research Module: AI in Applied Economics
In the Research Module of AI in Applied Economics module, student teams developed applied research projects that combine AI-enabled measurement with policy-relevant economic analysis. Across the four projects, the central themes were sanctions and trade rerouting, task-level AI exposure in labor markets, EV transition risk, and inflation transmission through production networks. Each project was structured…