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##  64 results 

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##  64 results 

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### Working Paper

Campbell JY, Giglio S, Polk C. [What Drives Booms and Busts in Value?](/publications/what-drives-booms-and-busts-value)



 

 

Campbell JY, Giglio S, Polk C. [What Drives Booms and Busts in Value?](/publications/what-drives-booms-and-busts-value)



 

 

 

- [ picture\_as\_pdfPaper PDF (May 2025)](/sites/g/files/omnuum5881/files/2025-05/Paper%20PDF%20%28May%202025%29_0.pdf)
- [ picture\_as\_pdfOnline Appendix PDF (May ...](/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29_1.pdf)
- [Online Appendix PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29_1.pdf)
 
- [ picture\_as\_pdfPaper PDF (May 2025)](/sites/g/files/omnuum5881/files/2025-05/Paper%20PDF%20%28May%202025%29_0.pdf)
- [ picture\_as\_pdfOnline Appendix PDF (May ...](/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29_1.pdf)
- [Online Appendix PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29_1.pdf)
 
 

Campbell JY, Gao C, Martin IWR. [Debt and Deficits: Fiscal Analysis with Stationary Ratios](/publications/debt-and-deficits-fiscal-analysis-stationary-ratios).



 

 

Campbell JY, Gao C, Martin IWR. [Debt and Deficits: Fiscal Analysis with Stationary Ratios](/publications/debt-and-deficits-fiscal-analysis-stationary-ratios).



 

 

 

- [ picture\_as\_pdfPaper PDF (August 2025)](/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20250806.pdf)
- [ picture\_as\_pdfAppendix (August 2025)](/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20Online%20Appendix%20250806.pdf)
- [ descriptionOnline Appendix PDF (August 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20Online%20Appendix%20250806.pdf)
 
- [ picture\_as\_pdfPaper PDF (August 2025)](/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20250806.pdf)
- [ picture\_as\_pdfAppendix (August 2025)](/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20Online%20Appendix%20250806.pdf)
- [ descriptionOnline Appendix PDF (August 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-08/Debt%20and%20Deficits%20Online%20Appendix%20250806.pdf)
 
 

Andersen S, Campbell JY, Cocco J, Hansman C, Ramadorai T. [Heterogeneous Mortgage Choice: Evidence from Denmark](/publications/heterogeneous-mortgage-choice-evidence-denmark).



 

 

Andersen S, Campbell JY, Cocco J, Hansman C, Ramadorai T. [Heterogeneous Mortgage Choice: Evidence from Denmark](/publications/heterogeneous-mortgage-choice-evidence-denmark).



 

 

 

- [ picture\_as\_pdfPaper PDF (December 2023)](/sites/g/files/omnuum5881/files/campbell/files/mortgagechoice.pdf)
 
- [ picture\_as\_pdfPaper PDF (December 2023)](/sites/g/files/omnuum5881/files/campbell/files/mortgagechoice.pdf)
 
 

Campbell JY, Ramadorai T. [Household Finance in Retrospect and Prospect](/publication/household-finance-retrospect-and-prospect).



 

 

Campbell JY, Ramadorai T. [Household Finance in Retrospect and Prospect](/publication/household-finance-retrospect-and-prospect).



 

 

 

- add\_circle do\_not\_disturb\_on Abstract
- [ picture\_as\_pdfPaper PDF (December 2025,...](/sites/g/files/omnuum5881/files/2025-12/CampbellRamadorai_HouseholdFinanceRetrospectProspect_19Dec2025.pdf)
 
Household finance research has come of age during the early 21st Century by exploiting computational advances for solving complex optimization problems, the availability of large administrative datasets, the development of microeconometrics for causal...



 

 

- [ picture\_as\_pdfPaper PDF (December 2025,...](/sites/g/files/omnuum5881/files/2025-12/CampbellRamadorai_HouseholdFinanceRetrospectProspect_19Dec2025.pdf)
 
 

Campbell JY, Pflueger C, Viceira LM. [Bond-Stock Comovements](/publication/bond-stock-comovements).



 

 

Campbell JY, Pflueger C, Viceira LM. [Bond-Stock Comovements](/publication/bond-stock-comovements).



 

 

 

- [ picture\_as\_pdfPaper PDF (May 2026)](/sites/g/files/omnuum5881/files/2026-06/CampbellPfluegerViceira_ARFE_20260529.pdf)
 
- [ picture\_as\_pdfPaper PDF (May 2026)](/sites/g/files/omnuum5881/files/2026-06/CampbellPfluegerViceira_ARFE_20260529.pdf)
 
 

 



### Forthcoming

Campbell JY, Stein JC, Wu AA. [Economic Budgeting for Endowment-Dependent Universities](/publications/economic-budgeting-endowment-dependent-universities). Financing Institutions of Higher Education, John Campbell and Kaye Husbands Fealing eds. 2026.



 

 

Campbell JY, Stein JC, Wu AA. [Economic Budgeting for Endowment-Dependent Universities](/publications/economic-budgeting-endowment-dependent-universities). Financing Institutions of Higher Education, John Campbell and Kaye Husbands Fealing eds. 2026.



 

 

 

- [ picture\_as\_pdfPaper PDF (May 2024)](/sites/g/files/omnuum5881/files/campbell/files/campbell-stein-wu_final.pdf)
 
- [ picture\_as\_pdfPaper PDF (May 2024)](/sites/g/files/omnuum5881/files/campbell/files/campbell-stein-wu_final.pdf)
 
 

Campbell J, Ramadorai T. [Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone](/publication/fixed-why-personal-finance-broken-and-how-make-it-work-everyone). Princeton University Press; 2025.



 

 

Campbell J, Ramadorai T. [Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone](/publication/fixed-why-personal-finance-broken-and-how-make-it-work-everyone). Princeton University Press; 2025.



 

 

 

- [ descriptionPublisher's Version](https://press.princeton.edu/books/ebook/9780691263311/fixed)
 
- [ descriptionPublisher's Version](https://press.princeton.edu/books/ebook/9780691263311/fixed)
 
 

Calvet LE, Campbell JY, Gomes FJ, Sodini P. [ The Cross-Section of Household Preferences](/publication/cross-section-household-preferences). Journal of Finance. 2026.



 

 

Calvet LE, Campbell JY, Gomes FJ, Sodini P. [ The Cross-Section of Household Preferences](/publication/cross-section-household-preferences). Journal of Finance. 2026.



 

 

 

- [ descriptionPaper PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Paper%20PDF%20%28May%202025%29.pdf)
- [Online Appendix PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29.pdf)
 
- [ descriptionPaper PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Paper%20PDF%20%28May%202025%29.pdf)
- [Online Appendix PDF (May 2025)](https://campbell.scholars.harvard.edu/sites/g/files/omnuum5881/files/2025-05/Online%20Appendix%20PDF%20%28May%202025%29.pdf)
 
 

Campbell JY, Fealing KH, editors. [Financing Institutions of Higher Education](/publication/financing-institutions-higher-education). The University of Chicago Press; 2026.



 

 

Campbell JY, Fealing KH, editors. [Financing Institutions of Higher Education](/publication/financing-institutions-higher-education). The University of Chicago Press; 2026.



 

 

 

- [ descriptionPublisher's Version](https://press.uchicago.edu/ucp/books/book/chicago/F/bo264523162.html)
 
- [ descriptionPublisher's Version](https://press.uchicago.edu/ucp/books/book/chicago/F/bo264523162.html)
 
 

 



### 2025

Campbell JY, Martin IWR. [ Sustainability in a Risky World ](/publication/sustainability-risky-world). American Economic Review: Insights. 2025;(7).



 

 

Campbell JY, Martin IWR. [ Sustainability in a Risky World ](/publication/sustainability-risky-world). American Economic Review: Insights. 2025;(7).



 

 

 

- add\_circle do\_not\_disturb\_on Abstract
- [ picture\_as\_pdfPaper PDF (July 2024)](/sites/g/files/omnuum5881/files/2025-05/updated_07.24_sustainabilityinariskyworld_20240729.pdf)
 
How much consumption is sustainable, if "sustainability" requires that welfare should not be expected to decline over time? We impose a sustainability constraint on a standard consumption/portfolio choice problem. The constraint does not distort portfolio...



 

 

- [ picture\_as\_pdfPaper PDF (July 2024)](/sites/g/files/omnuum5881/files/2025-05/updated_07.24_sustainabilityinariskyworld_20240729.pdf)
 
 

 



### 2023

Balasubramaniam V, Campbell JY, Ramadorai T, Ranish B. [Who Owns What? A Factor Model for Direct Stock Holding](/publications/who-owns-what-factor-model-direct-stockholding). Journal of Finance. 2023;78:1545–1591.



 

 

Balasubramaniam V, Campbell JY, Ramadorai T, Ranish B. [Who Owns What? A Factor Model for Direct Stock Holding](/publications/who-owns-what-factor-model-direct-stockholding). Journal of Finance. 2023;78:1545–1591.



 

 

 

- [ picture\_as\_pdfPaper PDF (Updated Februa...](/sites/g/files/omnuum5881/files/campbell/files/whoownswhat_04feb2022.pdf)
- [ picture\_as\_pdfAppendix PDF (Updated Feb...](/sites/g/files/omnuum5881/files/campbell/files/whoownswhat_internetappendix_03feb2022.pdf)
 
- [ picture\_as\_pdfPaper PDF (Updated Februa...](/sites/g/files/omnuum5881/files/campbell/files/whoownswhat_04feb2022.pdf)
- [ picture\_as\_pdfAppendix PDF (Updated Feb...](/sites/g/files/omnuum5881/files/campbell/files/whoownswhat_internetappendix_03feb2022.pdf)
 
 

Campbell JY, Lettau M, Malkiel BG, Xu Y. [Idiosyncratic Equity Volatility Two Decades Later](/publications/idiosyncratic-equity-volatility-two-decades-later). Critical Finance Review. 2023;12:203–223.



 

 

Campbell JY, Lettau M, Malkiel BG, Xu Y. [Idiosyncratic Equity Volatility Two Decades Later](/publications/idiosyncratic-equity-volatility-two-decades-later). Critical Finance Review. 2023;12:203–223.



 

 

 

- [ picture\_as\_pdfPaper PDF (November 2023)](/sites/g/files/omnuum5881/files/campbell/files/campbelllettaumalkielxu_2022.pdf)
 
- [ picture\_as\_pdfPaper PDF (November 2023)](/sites/g/files/omnuum5881/files/campbell/files/campbelllettaumalkielxu_2022.pdf)
 
 

 



 

 

 

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