Empirical Asset Pricing       Prof. John H. Cochrane    Econ 39200  / GSB  35905  

 

john.cochrane@gsb.uchicago.edu  HPC459 702 3059      Class web page

           

Latest update: March 12  2007.

 

Class Description

Readings

Documents – problem sets, lecture notes, etc.

Additional Readings

 

Announcements

 

Problem set 4 due on Friday of 10th week, not with final exam. This lets you read the solutions before the exam. Please place your problem set in my mailbox in HPC 2nd floor.

 

Important: if you are reading this and have not received an email, email me now to get on the class email list.

 

12/28 slight update to problem set 1. Get the new version.

12/29 pictures for first class posted

1/09 updated the pictures to include second week material.

Class description

 

Overview

 

This class follows 35904 as the second course in the three-quarter GSB PhD sequence.  This class and GSB 35906 / Econ 39600 (topics in asset pricing) in the spring will be taught jointly by myself, Lars Hansen and John Heaton. These classes cover “core” asset pricing material. Hansen, Heaton and I will also teach a complementary  “Topics course” Econ 39502  in the spring. Here’s the approximate schedule : 

 

Winter: GSB35905/Ec39200

Week 1-7 Cochrane.

Week 8-10 Hansen. 

 

Spring GSB35906/Ec39600

Week 1-3 Hansen

Week 4-10 Heaton

 

Spring Ec 39502  (Advanced topics)

Week 1-3 Cochrane.

Week 4-6 Hansen

Week 7-10 Heaton

 

However, GSB35905/Ec39200 and GSB35906/Ec39600 are administratively two separate courses; you will get two (not three) grades, you have to do all of each course to get credit, and there is nothing stopping you from taking one without the other.  Ec 39502 is (of course) a completely separate course, and also aimed at third-year (or more) students interested in its more eclectic selection of topics.

 

Mechanics

 

The class will center on reading and discussion of articles and problem sets. You must read and think about the readings before class, and be ready to discuss the readings in class. I will call on you and occasionally ask students to lead discussions on papers or parts of papers. You should be ready to do this.

 

Grades will reflect class participation, homework, and an exam. Bring a name card to every class if you want class participation grades.

 

You will need a copy of my Asset Pricing, preferably the revised edition with no (known) typos. The articles will be available as pdfs from the class website. You need to be able to do empirical work. I recommend matlab and can help with it, but use what you want. You need to be able to get crsp data from wrds. Figure out how to do it.

 

Readings

 

1. Predictable Returns, present value relations, and volatility.

 

Week 1: Return predictability, volatility, present value relations, price and return decompositions, VAR representation

 

 

Week 2: a) Econometric issues in return predictability. b) Bond return predictability

 

·         Cochrane, John H. The Dog that Did Not Bark: A  Defense of Return Predictability. Forthcoming, Review of Financial Studies.

·         Cochrane, John H. and Monika Piazzesi, Bond Risk Premia  March 2005, American Economic Review 95:1,  138-160.  And web Appendix with extra analysis

 

Week 3a) Predictability and volatility of foreign exchange.

 

·         Burnside, Craig, Martin Eichenbaum and Sergio Rebelo, 2006, “The Returns to Currency Speculation,” Manuscript

Read p. 1-17 now. I’m using this paper as an update on the facts about fx predictability. If you take the spring quarter topics class, we’ll read p. 17 on to think about whether the “price pressure” explanation means anything.

 

This is an international version of Hansen-Jagannathan bounds.  Here, it highlights the puzzle that exchange rates are too volatile. Together with the fact that savings = investment (not much international lending, unless you ask the IMF which thinks there is too much “global imbalance”)  these are the three great puzzles of international finance.

 

 

2. Cross-sectional facts review Size, B/M, momentum, accounting sorts, in expected returns and covariances

 

Week 3b:

 

 

3. Dynamic portfolio theory

 

Week 4

 

·         Cochrane, John, “Portfolio Advice for a Multifactor World” Economic Perspectives Federal Reserve Bank of Chicago 23 (3) 59-78 (1999) (Revision of NBER Working Paper 7170)

 

I plan to cover the main material – static portfolio theory, classic intertemporal (Merton) portfolio theory, state-price approach, solutions for time-varying expected returns, and the applied questions, how much “hedging demand” changes the static bond/stock allocation, should long-horizon investors hold more stocks, and how much market timing should one do, in

 

 

 

Week 5

I think that static choice of managed portfolios is the future of this effort, so we’ll read two papers on that:

 

·         Cochrane, John H. “A Mean-Variance Benchmark for Intertemporal Portfolio Theory” December 2005

·         Brandt, Michael, and Pedro Santa-Clara 2006, “Dynamic Portfolio Selection by Augmenting the Asset Space” Journal of Finance 61 2187-2218

 

One paper to make the important Bayesian point

 

 

Finally, a little paper motivated by a classic portfolio theory puzzle: If stocks go up, people want to rebalance. But we can’t all rebalance, so what happens? It’s also good to get in a habit of thinking in general equilibrium terms,

·         Cochrane, John H., Francis Longstaff and Pedro Santa-Clara, 2006,   “Two Trees: Asset Price Dynamics Induced by Market Clearing”

 

4. Utility functions and Risk Premia

 

Week 6

a. Overview first, then some models in depth

 

 

 

Week 7

b. Habits

  • Campbell, John Y., and John H. Cochrane,  “By Force of Habit: A Consumption-Based Explanation of Aggregate Stock Market Behavior” Journal of Political Economy, 107, 205-251 (April 1999)  JSTOR Manuscript with extra appendices

 

·         Campbell, John Y., and John H. Cochrane, Explaining the Poor Performance of Consumption-Based Asset Pricing Models”, Journal of Finance 55,6 (December 2000): 2863-78

 

  • Verdelhan, Adrien, “A Habit-Based Explanation of the Exchange Rate Risk Premium” Verdelhan’s website; local

 

 

Here Cochrane ends, Hansen takes over. Topics for the rest of this, and following quarter will be, roughly,

 

  c. Multiple (especially durable) goods

 

  d. Epstein-Zin ; recursive utility

 

5. Term structure  of interest rates

 

6. Dynamic present value models of random cashflows (including long-run risks)

 

7. Idiosyncratic risk, heterogeneous agents, incomplete markets, frictions. 

 

8. General Equilibrium, with a production side.

 

9. Learning

 

 

Documents – problem sets, lecture notes, etc.

 

Problem set 1

Problem set 1 answers

Problem set 1 matlab program

Function olsgmm called by matlab program

Data files needed for matlab program: vw_stocks.txt   tb90_ret.txt   cay_q_05Q4.txt

 

Week 1 pictures and tables Updated to include week 2 material

 

Problem set 2

 

Problem set 2 answers

Problem set 2 matlab program

Files needed to run program:  olsgmm.m  famabliss.txt

 

Week 3 overheads

Cochrane-Piazzesi overheads

 

Fama-French overheads

 

Problem set 3 questions

Problem set 3 answers

 

Problem set 4 questions

Problem set 4 answers

Problem set 4 matlab program

 

Additional links

 

A matlab program to make tex tables  texxprint.m

 

Additional readings

 

A list of interesting references – places to start if you want to pursue the topics, and references to papers I discuss in class and or from which I presented tables figures and other snippets

 

Predictability

 

A list of just about every claimed ER predictor in the literature, with citations. Also issues the challenge that few variables work “out of sample”, but see my rejoinder in the dog that did not bark:

 

1. Goyal, Amit, and Ivo Welch, 2006, "A Comprehensive Look at The Empirical Performance of Equity Premium Prediction " forthcoming in Review of Financial Studies.

   

The cay paper (but see also the tay vs. cay debate, from Lettau's website – the issue is estimating cay cointegrating vector in sample)

 

2. Lettau, Martin and Sydney Ludvigson, "Consumption, Aggregate Wealth, and Expected Stock Returns," Journal of Finance, LVI (3), 815--849, June 2001

   

The payout yield paper

   

3. Boudoukh, Michaeli, Richardson and Roberts, 2006, "On the importance of measuring payout yield: implications for empirical asset pricing," forthcoming Journal of Finance. Data are available on Michael Roberts' webpage.

 

Shiller's original variance bounds. But read my survey below!

 

4. Shiller, Robert J., 1981, "Do stock prices move too much to be justified by subsequent changes in dividends? American Economic Review 71 421-436.

      

A fun review of a good book that debunks the tulip and other "bubbles"

 

5. Cochrane, John H. "Book Review. Peter M. Garber, Famous First Bubbles: The Fundamentals of Early Manias." Journal of Political Economy 109, (October 2001),1150-1154.

   

 The VAR with expected return and cashflow shocks, plus a consumption/income version. Hey, let's put both variables together (not yet done, really, though cay tries)

 

6.  Cochrane, John H. "Permanent and Transitory Components of GNP and Stock Prices" Quarterly Journal of Economics CIX (February 1994) 241-266

   

The price-dividend volatility test. Much more detail, and done in Hansen-Jagannathan style. It also has a CS style decomposition that includes the means, which may be more useful for looking across assets.

 

7. Cochrane, John H. Explaining the Variance of Price-Dividend Ratios" Review of Financial Studies 5:2, (June 1991) 243-280

   

 Survey of volatility tests and Shiller's book. The equivalence between volatility tests and expected returns.

 

8. Cochrane, John H. "Volatility Tests and Efficient Markets: A Review Essay" Journal of Monetary Economics 27 (May 1991) 463-485.

   

Why you should NOT in general measure long run statistics from low order VARs:

 

9. Cochrane, John H.  "How Big is the Random Walk in GNP?" Journal of Political Economy 96 (October 1988) 893-920.