0:00:00.000,0:00:02.550 ♪ [音乐] ♪ 0:00:03.800,0:00:05.800 - [旁白] 欢迎收看“诺奖得主畅谈系列” 0:00:07.040,0:00:08.100 在这一集中 0:00:08.100,0:00:11.570 Josh Angrist 和 Guido Imbens[br]与 Isaiah Andrews 0:00:11.570,0:00:14.600 将讨论计量经济学领域是如何发展的 0:00:16.100,0:00:18.750 - [Isaiah] 那么,Guido 和 Josh 0:00:18.750,0:00:21.500 你们都是开发经济学实证研究工具的先驱 0:00:21.500,0:00:23.174 所以我想了解你对这个领域的发展方向的想法 0:00:23.174,0:00:25.300 0:00:25.709,0:00:28.079 经济学、计量经济学,整个领域 0:00:28.510,0:00:31.302 首先,我很想听听你是否觉得 0:00:32.171,0:00:35.200 局部平均处理效应框架的方式 0:00:35.200,0:00:38.510 0:00:38.800,0:00:42.187 对经济学中的新经验法如何发展和传播 0:00:42.187,0:00:44.300 或它们应如何发展和传播有任何榜样 0:00:44.560,0:00:45.960 - [Josh] 这是个好问题 0:00:46.610,0:00:47.790 你先说吧 0:00:47.790,0:00:49.240 [笑声] 0:00:49.700,0:00:52.940 - [Guido] 是的,所以我认为重要的是 0:00:52.940,0:00:58.550 要提出令人信服的案例 0:00:58.550,0:01:02.207 其中问题清晰 0:01:02.400,0:01:05.720 且方法普遍适用 0:01:06.253,0:01:07.560 有一件事我... 0:01:08.192,0:01:12.000 当我回顾较新的文献时 0:01:12.200,0:01:16.700 我真的很喜欢回归不连续性文献 0:01:16.700,0:01:19.670 其中显然有一堆非常有说服力的例子 0:01:19.670,0:01:23.378 这让人们可以更清晰地思考 0:01:23.378,0:01:27.200 更仔细地研究方法问题 0:01:27.400,0:01:28.800 有着一些清晰的应用方法 0:01:28.800,0:01:30.600 然后允许你思考: 0:01:30.600,0:01:33.600 “哇,这些类型的假设在这里看起来合理吗? 0:01:33.600,0:01:38.000 我们不喜欢早期论文中的哪些方面? 0:01:38.500,0:01:39.802 我们如何改进这些方面?” 0:01:39.802,0:01:44.210 因此,我认为有着明确的应用方法 0:01:44.210,0:01:46.400 来激发这些文献是非常有帮助的 0:01:46.800,0:01:48.050 - Guido,我很高兴[br]你提到了回归不连续性 0:01:48.050,0:01:49.382 0:01:49.382,0:01:53.300 我认为 IV 和 RD、 0:01:54.700,0:01:57.060 工具变量和回归不连续性之间有很多互补性 0:02:00.506,0:02:03.260 回归不连续性的许多计量经济学应用[br]曾经被称为“模糊” RD 0:02:03.260,0:02:04.520 0:02:04.520,0:02:07.230 0:02:07.230,0:02:11.620 它在截止时不是离散的或确定的 0:02:11.620,0:02:14.900 而只在速率或强度上有着变化 0:02:14.900,0:02:17.737 LATE 框架帮助我们理解这些应用方法 0:02:17.737,0:02:18.740 0:02:18.740,0:02:21.140 并为我们提供了一个清晰的解释 0:02:21.140,0:02:25.000 比如在我与 Victor Lavy 的论文中 0:02:25.000,0:02:28.100 我们使用了 Maimonides 规则[br]班级规模截断 0:02:28.430,0:02:30.030 那么你这里了解到了什么? 0:02:30.290,0:02:31.820 当然,你可以用线性常数效应模型[br]来回答这个问题 0:02:31.820,0:02:33.900 0:02:34.200,0:02:36.310 但事实证明我们并不局限于此 0:02:36.310,0:02:39.889 RD 仍然非常强大和有启发性 0:02:40.630,0:02:43.092 即使在这种情况和类型规模下 0:02:43.092,0:02:45.866 截止和感兴趣的变量之间的相关性是局部的 0:02:45.866,0:02:49.133 0:02:49.133,0:02:51.000 甚至可能不是那么强 0:02:52.000,0:02:54.999 所以肯定有着平行发展 0:02:54.999,0:02:56.400 这也很有趣... 0:02:57.253,0:02:59.780 当我们在读研究生时,没有人谈论回归不连续性设计 0:02:59.780,0:03:01.220 0:03:01.220,0:03:02.843 这是其他社会科学家感兴趣的东西 0:03:02.843,0:03:05.300 0:03:05.800,0:03:09.507 它与 LATE 框架一起成长 0:03:09.507,0:03:11.927 我们都曾基于这两种应用方式和方法进行工作 0:03:11.927,0:03:14.565 0:03:14.565,0:03:18.377 而且能看到它的发展并变得如此重要 0:03:18.377,0:03:19.800 我感到非常兴奋 0:03:20.000,0:03:21.767 我认为,这是朝着可靠的识别策略 0:03:21.767,0:03:26.086 因果效应的普遍演变的一部分 0:03:26.086,0:03:27.441 0:03:29.393,0:03:30.642 使计量经济学更多地关注[br]因果问题而不是模型 0:03:30.642,0:03:33.300 0:03:33.640,0:03:34.650 就未来而言 0:03:34.650,0:03:37.660 我认为 LATE 帮助促进的一件事是 0:03:37.660,0:03:42.008 朝着更具创造性的随机试验迈进 0:03:42.008,0:03:44.400 其中有着一些有趣的东西 0:03:45.500,0:03:48.460 它不可能或直接能被简单地关闭或开启 0:03:48.460,0:03:50.700 0:03:51.000,0:03:54.584 但你可以鼓励或阻止它 0:03:54.584,0:03:58.200 因此,例如,你能通过经济援助[br]来补贴学校教育 0:03:59.000,0:04:02.080 所以现在我们有了[br]一个完整的框架来解释这一点 0:04:03.600,0:04:07.113 它打开了对以前似乎不可能的事情[br]进行随机试验的大门 0:04:07.113,0:04:09.265 0:04:10.300,0:04:12.471 0:04:14.500,0:04:17.864 我们在麻省理工学院[br]Blueprint实验室中 0:04:17.864,0:04:21.160 大量使用了这一点 0:04:22.360,0:04:26.600 我认为,我们正在以[br]非常有创意的方式利用随机分配 0:04:28.100,0:04:31.395 - [以赛亚] 与此相关,您是否看到有助于计量经济学研究的特定因素? 0:04:31.395,0:04:34.445 0:04:34.445,0:04:38.443 您已经提到它与实际出现的问题有明确的联系,并且经验实践通常是一个好主意。 0:04:38.443,0:04:40.300 0:04:40.300,0:04:42.862 0:04:43.290,0:04:45.000 - 这不是一个好主意吗?我经常发现自己坐在一个计量经济学理论研讨会上,比如哈佛麻省理工学院的研讨会,我在想,“这个人在解决什么问题?谁有这个问题?” 0:04:45.700,0:04:50.112 0:04:50.700,0:04:52.500 0:04:53.400,0:04:56.350 0:04:56.350,0:04:57.960 0:04:57.960,0:04:59.800 而且,你知道……如果我问的话,有时会出现令人尴尬的沉默,或者可能会有一个相当人为的场景。 0:05:01.600,0:05:04.700 0:05:04.900,0:05:08.300 0:05:08.800,0:05:11.600 我想看看这个工具在哪里有用。 0:05:12.500,0:05:14.765 有一些纯粹的基础工具——我确实明白这一点。 0:05:14.765,0:05:16.250 0:05:16.250,0:05:21.735 有些人正在研究...的概念基础,它变得更像数理统计。 0:05:22.600,0:05:25.300 0:05:25.800,0:05:27.653 我的意思是,我记得一个我很难理解的早期例子是随机等连续性的概念,我的论文顾问之一惠特尼·纽维(Whitney Newey)使用它取得了很好的效果,我试图理解这一点。这真的很基础。 0:05:27.653,0:05:29.920 0:05:29.920,0:05:32.500 0:05:32.500,0:05:35.070 0:05:35.070,0:05:36.479 0:05:36.479,0:05:38.821 0:05:40.600,0:05:42.034 0:05:42.034,0:05:45.200 它不是驱动它的应用程序——至少不是立即的。 0:05:45.890,0:05:47.300 0:05:48.600,0:05:53.200 但是大多数事情不是这样的,所以应该有问题。 0:05:53.800,0:05:59.247 我认为这取决于这类事情的卖家,因为有机会成本、时间和注意力,以及理解事情的努力。 0:06:00.480,0:06:02.250 0:06:02.250,0:06:05.295 0:06:05.980,0:06:07.200 0:06:07.400,0:06:08.900 0:06:09.400,0:06:12.900 0:06:12.900,0:06:15.200 0:06:16.097,0:06:18.280 0:06:18.280,0:06:20.700 0:06:20.700,0:06:22.900 0:06:22.900,0:06:26.570 0:06:26.570,0:06:28.347 0:06:28.705,0:06:31.500 0:06:31.500,0:06:34.322 0:06:34.322,0:06:38.304 0:06:38.800,0:06:40.200 0:06:42.500,0:06:45.220 0:06:45.220,0:06:48.600 0:06:49.100,0:06:52.260 0:06:52.260,0:06:54.490 0:06:54.900,0:06:57.205 0:06:57.944,0:07:00.101 0:07:00.101,0:07:02.030 0:07:02.030,0:07:03.720 0:07:04.100,0:07:06.277 0:07:06.277,0:07:08.690 0:07:08.690,0:07:11.066 0:07:11.066,0:07:12.700 0:07:13.300,0:07:15.800 0:07:15.800,0:07:17.600 0:07:18.100,0:07:21.175 0:07:21.175,0:07:23.750 0:07:24.300,0:07:26.780 0:07:26.780,0:07:29.456 0:07:29.456,0:07:31.380 0:07:32.000,0:07:35.700 0:07:36.937,0:07:39.692 0:07:40.022,0:07:41.760 0:07:41.760,0:07:43.800 0:07:45.190,0:07:47.358 0:07:47.358,0:07:50.083 0:07:50.083,0:07:51.700 0:07:51.700,0:07:55.510 0:07:56.090,0:07:58.810 0:07:58.810,0:08:01.510 0:08:01.510,0:08:03.483 0:08:03.483,0:08:05.200 0:08:07.100,0:08:09.900 0:08:10.300,0:08:15.100 0:08:15.100,0:08:17.600 0:08:20.426,0:08:21.663 0:08:22.800,0:08:24.067 0:08:24.067,0:08:26.480 0:08:26.480,0:08:29.783 0:08:29.783,0:08:32.111 0:08:32.811,0:08:38.361 0:08:39.100,0:08:42.050 0:08:42.050,0:08:45.379 0:08:45.379,0:08:48.604 0:08:48.604,0:08:50.306 0:08:50.306,0:08:52.985 0:08:52.985,0:08:54.154 0:08:54.154,0:08:56.110 0:08:56.110,0:08:58.600 0:08:58.600,0:09:01.129 0:09:01.129,0:09:03.505 0:09:03.505,0:09:05.116 0:09:05.116,0:09:08.371 0:09:08.371,0:09:09.641 0:09:10.400,0:09:11.440 0:09:11.440,0:09:14.085 0:09:14.085,0:09:15.164 0:09:16.559,0:09:18.300 0:09:18.300,0:09:20.480 0:09:20.480,0:09:22.200 0:09:22.200,0:09:23.540 0:09:25.104,0:09:28.250 0:09:30.100,0:09:33.090 0:09:33.090,0:09:35.645 0:09:35.645,0:09:37.676 0:09:37.676,0:09:40.000 0:09:40.000,0:09:42.358 0:09:42.358,0:09:44.963 0:09:45.440,0:09:49.180 0:09:49.180,0:09:52.390 0:09:52.390,0:09:54.415 0:09:55.360,0:09:57.306 0:09:57.306,0:10:02.200 0:10:02.800,0:10:04.989 0:10:04.989,0:10:07.600 0:10:08.400,0:10:09.490 0:10:09.490,0:10:12.700 0:10:14.600,0:10:16.540 0:10:16.540,0:10:19.500 0:10:19.900,0:10:21.550 0:10:21.550,0:10:24.438 0:10:25.148,0:10:27.819 0:10:27.819,0:10:30.912 0:10:33.100,0:10:36.300 0:10:36.900,0:10:39.250 0:10:39.250,0:10:41.766 0:10:42.100,0:10:46.300 0:10:49.924,0:10:51.770 0:10:51.770,0:10:53.118 0:10:53.118,0:10:54.870 0:10:54.870,0:10:56.550 0:10:56.550,0:10:58.915 0:10:58.915,0:11:01.510 0:11:01.510,0:11:03.097 0:11:03.097,0:11:04.750 0:11:04.750,0:11:06.802 0:11:07.269,0:11:09.617 0:11:09.617,0:11:11.685 0:11:11.892,0:11:13.339 0:11:14.500,0:11:16.800 0:11:16.800,0:11:19.514 0:11:19.514,0:11:21.573 0:11:21.573,0:11:25.049 0:11:25.049,0:11:26.395 0:11:27.000,0:11:29.870 0:11:32.426,0:11:36.179 0:11:36.179,0:11:38.070 0:11:38.700,0:11:41.300 0:11:41.500,0:11:43.900 0:11:44.800,0:11:48.900 0:11:48.900,0:11:50.010 0:11:51.100,0:11:54.670 0:11:56.260,0:11:57.750 0:11:57.750,0:12:00.230 0:12:00.230,0:12:03.765 0:12:03.765,0:12:04.994 0:12:04.994,0:12:07.563 0:12:07.563,0:12:09.840 0:12:09.840,0:12:11.600 0:12:11.600,0:12:13.950 0:12:14.600,0:12:16.770 0:12:16.770,0:12:21.000 0:12:21.800,0:12:27.530 0:12:28.000,0:12:29.300 0:12:29.300,0:12:32.030 0:12:32.600,0:12:35.500 0:12:35.500,0:12:37.000 0:12:37.400,0:12:42.362 0:12:43.228,0:12:46.700 0:12:46.700,0:12:49.250 0:12:49.250,0:12:50.800 0:12:52.000,0:12:54.250 0:12:54.250,0:12:56.100 0:12:56.100,0:12:59.736 0:12:59.736,0:13:02.143 0:13:02.143,0:13:04.290 0:13:04.800,0:13:07.000 0:13:07.600,0:13:09.501 0:13:09.920,0:13:12.805 0:13:13.100,0:13:15.400 0:13:15.900,0:13:17.730 0:13:17.730,0:13:19.231 0:13:19.231,0:13:22.616 0:13:22.616,0:13:25.100 0:13:25.230,0:13:27.534 0:13:27.534,0:13:30.900 0:13:31.700,0:13:36.068 0:13:37.900,0:13:41.190 0:13:41.190,0:13:42.900 0:13:43.200,0:13:47.280 0:13:47.280,0:13:51.180 0:13:51.180,0:13:53.272 0:13:54.906,0:13:56.477 0:13:56.477,0:13:59.300 0:13:59.643,0:14:01.992 0:14:01.992,0:14:05.657 0:14:05.657,0:14:07.910 0:14:07.910,0:14:09.557 0:14:10.100,0:14:13.389 0:14:13.389,0:14:14.688 0:14:16.300,0:14:17.414 0:14:19.000,0:14:21.700 0:14:22.120,0:14:23.370 0:14:23.370,0:14:26.780 0:14:27.200,0:14:28.780 0:14:28.780,0:14:32.836 0:14:33.370,0:14:36.325 0:14:36.325,0:14:37.807 0:14:37.807,0:14:39.289 0:14:39.289,0:14:42.100 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