WEBVTT 00:00:00.000 --> 00:00:02.550 ♪ [音乐] ♪ 00:00:03.800 --> 00:00:05.800 - [旁白] 欢迎收看“诺奖得主畅谈系列” 00:00:07.040 --> 00:00:08.100 在这一集中 00:00:08.100 --> 00:00:11.570 Josh Angrist 和 Guido Imbens 与 Isaiah Andrews 00:00:11.570 --> 00:00:14.600 将讨论计量经济学领域是如何发展的 00:00:16.100 --> 00:00:18.750 - [Isaiah] 那么,Guido 和 Josh 00:00:18.750 --> 00:00:21.500 你们都是开发经济学实证研究工具的先驱 00:00:21.500 --> 00:00:23.174 所以我想了解你对这个领域的发展方向的想法 00:00:23.174 --> 00:00:25.300 00:00:25.709 --> 00:00:28.079 经济学、计量经济学,整个领域 00:00:28.510 --> 00:00:31.302 首先,我很想听听你是否觉得 00:00:32.171 --> 00:00:35.200 局部平均处理效应框架的方式 00:00:35.200 --> 00:00:38.510 00:00:38.800 --> 00:00:42.187 对经济学中的新经验法如何发展和传播 00:00:42.187 --> 00:00:44.300 或它们应如何发展和传播有任何榜样 00:00:44.560 --> 00:00:45.960 - [Josh] 这是个好问题 00:00:46.610 --> 00:00:47.790 你先说吧 00:00:47.790 --> 00:00:49.240 [笑声] 00:00:49.700 --> 00:00:52.940 - [Guido] 是的,所以我认为重要的是 00:00:52.940 --> 00:00:58.550 要提出令人信服的案例 00:00:58.550 --> 00:01:02.207 其中问题清晰 00:01:02.400 --> 00:01:05.720 且方法普遍适用 00:01:06.253 --> 00:01:07.560 有一件事我... 00:01:08.192 --> 00:01:12.000 当我回顾较新的文献时 00:01:12.200 --> 00:01:16.700 我真的很喜欢回归不连续性文献 00:01:16.700 --> 00:01:19.670 其中显然有一堆非常有说服力的例子 00:01:19.670 --> 00:01:23.378 这让人们可以更清晰地思考 00:01:23.378 --> 00:01:27.200 更仔细地研究方法问题 00:01:27.400 --> 00:01:28.800 有着一些清晰的应用方法 00:01:28.800 --> 00:01:30.600 然后允许你思考: 00:01:30.600 --> 00:01:33.600 “哇,这些类型的假设在这里看起来合理吗? 00:01:33.600 --> 00:01:38.000 我们不喜欢早期论文中的哪些方面? 00:01:38.500 --> 00:01:39.802 我们如何改进这些方面?” 00:01:39.802 --> 00:01:44.210 因此,我认为有着明确的应用方法 00:01:44.210 --> 00:01:46.400 来激发这些文献是非常有帮助的 00:01:46.800 --> 00:01:48.050 - Guido,我很高兴 你提到了回归不连续性 00:01:48.050 --> 00:01:49.382 00:01:49.382 --> 00:01:53.300 我认为 IV 和 RD、 00:01:54.700 --> 00:01:57.060 工具变量和回归不连续性之间有很多互补性 00:02:00.506 --> 00:02:03.260 回归不连续性的许多计量经济学应用 曾经被称为“模糊” RD 00:02:03.260 --> 00:02:04.520 00:02:04.520 --> 00:02:07.230 00:02:07.230 --> 00:02:11.620 它在截止时不是离散的或确定的 00:02:11.620 --> 00:02:14.900 而只在速率或强度上有着变化 00:02:14.900 --> 00:02:17.737 LATE 框架帮助我们理解这些应用方法 00:02:17.737 --> 00:02:18.740 00:02:18.740 --> 00:02:21.140 并为我们提供了一个清晰的解释 00:02:21.140 --> 00:02:25.000 比如在我与 Victor Lavy 的论文中 00:02:25.000 --> 00:02:28.100 我们使用了 Maimonides 规则 班级规模截断 00:02:28.430 --> 00:02:30.030 那么你这里了解到了什么? 00:02:30.290 --> 00:02:31.820 当然,你可以用线性常数效应模型 来回答这个问题 00:02:31.820 --> 00:02:33.900 00:02:34.200 --> 00:02:36.310 但事实证明我们并不局限于此 00:02:36.310 --> 00:02:39.889 RD 仍然非常强大和有启发性 00:02:40.630 --> 00:02:43.092 即使在这种情况和类型规模下 00:02:43.092 --> 00:02:45.866 截止和感兴趣的变量之间的相关性是局部的 00:02:45.866 --> 00:02:49.133 00:02:49.133 --> 00:02:51.000 甚至可能不是那么强 00:02:52.000 --> 00:02:54.999 所以肯定有着平行发展 00:02:54.999 --> 00:02:56.400 这也很有趣... 00:02:57.253 --> 00:02:59.780 当我们在读研究生时,没有人谈论回归不连续性设计 00:02:59.780 --> 00:03:01.220 00:03:01.220 --> 00:03:02.843 这是其他社会科学家感兴趣的东西 00:03:02.843 --> 00:03:05.300 00:03:05.800 --> 00:03:09.507 它与 LATE 框架一起成长 00:03:09.507 --> 00:03:11.927 我们都曾基于这两种应用方式和方法进行工作 00:03:11.927 --> 00:03:14.565 00:03:14.565 --> 00:03:18.377 而且能看到它的发展并变得如此重要 00:03:18.377 --> 00:03:19.800 我感到非常兴奋 00:03:20.000 --> 00:03:21.767 我认为,这是朝着可靠的识别策略 00:03:21.767 --> 00:03:26.086 因果效应的普遍演变的一部分 00:03:26.086 --> 00:03:27.441 00:03:29.393 --> 00:03:30.642 使计量经济学更多地关注 因果问题而不是模型 00:03:30.642 --> 00:03:33.300 00:03:33.640 --> 00:03:34.650 就未来而言 00:03:34.650 --> 00:03:37.660 我认为 LATE 帮助促进的一件事是 00:03:37.660 --> 00:03:42.008 朝着更具创造性的随机试验迈进 00:03:42.008 --> 00:03:44.400 其中有着一些有趣的东西 00:03:45.500 --> 00:03:48.460 它不可能或直接能被简单地关闭或开启 00:03:48.460 --> 00:03:50.700 00:03:51.000 --> 00:03:54.584 但你可以鼓励或阻止它 00:03:54.584 --> 00:03:58.200 因此,例如,你能通过经济援助 来补贴学校教育 00:03:59.000 --> 00:04:02.080 所以现在我们有了 一个完整的框架来解释这一点 00:04:03.600 --> 00:04:07.113 它打开了对以前似乎不可能的事情 进行随机试验的大门 00:04:07.113 --> 00:04:09.265 00:04:10.300 --> 00:04:12.471 00:04:14.500 --> 00:04:17.864 我们在麻省理工学院 Blueprint实验室中 00:04:17.864 --> 00:04:21.160 大量使用了这一点 00:04:22.360 --> 00:04:26.600 我认为,我们正在以 非常有创意的方式利用随机分配 00:04:28.100 --> 00:04:31.395 - [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? 00:04:31.395 --> 00:04:34.445 00:04:34.445 --> 00:04:38.443 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。 00:04:38.443 --> 00:04:40.300 00:04:40.300 --> 00:04:42.862 00:04:43.290 --> 00:04:45.000 - 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?” 00:04:45.700 --> 00:04:50.112 00:04:50.700 --> 00:04:52.500 00:04:53.400 --> 00:04:56.350 00:04:56.350 --> 00:04:57.960 00:04:57.960 --> 00:04:59.800 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。 00:05:01.600 --> 00:05:04.700 00:05:04.900 --> 00:05:08.300 00:05:08.800 --> 00:05:11.600 我想看看这个工具在哪里有用。 00:05:12.500 --> 00:05:14.765 有一些纯粹的基础工具——我确实明白这一点。 00:05:14.765 --> 00:05:16.250 00:05:16.250 --> 00:05:21.735 有些人正在研究...的概念基础,它变得更像数理统计。 00:05:22.600 --> 00:05:25.300 00:05:25.800 --> 00:05:27.653 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。 00:05:27.653 --> 00:05:29.920 00:05:29.920 --> 00:05:32.500 00:05:32.500 --> 00:05:35.070 00:05:35.070 --> 00:05:36.479 00:05:36.479 --> 00:05:38.821 00:05:40.600 --> 00:05:42.034 00:05:42.034 --> 00:05:45.200 它不是驱动它的应用程序——至少不是立即的。 00:05:45.890 --> 00:05:47.300 00:05:48.600 --> 00:05:53.200 但是大多数事情不是这样的,所以应该有问题。 00:05:53.800 --> 00:05:59.247 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。 00:06:00.480 --> 00:06:02.250 00:06:02.250 --> 00:06:05.295 00:06:05.980 --> 00:06:07.200 00:06:07.400 --> 00:06:08.900 00:06:09.400 --> 00:06:12.900 00:06:12.900 --> 00:06:15.200 00:06:16.097 --> 00:06:18.280 00:06:18.280 --> 00:06:20.700 00:06:20.700 --> 00:06:22.900 00:06:22.900 --> 00:06:26.570 00:06:26.570 --> 00:06:28.347 00:06:28.705 --> 00:06:31.500 00:06:31.500 --> 00:06:34.322 00:06:34.322 --> 00:06:38.304 00:06:38.800 --> 00:06:40.200 00:06:42.500 --> 00:06:45.220 00:06:45.220 --> 00:06:48.600 00:06:49.100 --> 00:06:52.260 00:06:52.260 --> 00:06:54.490 00:06:54.900 --> 00:06:57.205 00:06:57.944 --> 00:07:00.101 00:07:00.101 --> 00:07:02.030 00:07:02.030 --> 00:07:03.720 00:07:04.100 --> 00:07:06.277 00:07:06.277 --> 00:07:08.690 00:07:08.690 --> 00:07:11.066 00:07:11.066 --> 00:07:12.700 00:07:13.300 --> 00:07:15.800 00:07:15.800 --> 00:07:17.600 00:07:18.100 --> 00:07:21.175 00:07:21.175 --> 00:07:23.750 00:07:24.300 --> 00:07:26.780 00:07:26.780 --> 00:07:29.456 00:07:29.456 --> 00:07:31.380 00:07:32.000 --> 00:07:35.700 00:07:36.937 --> 00:07:39.692 00:07:40.022 --> 00:07:41.760 00:07:41.760 --> 00:07:43.800 00:07:45.190 --> 00:07:47.358 00:07:47.358 --> 00:07:50.083 00:07:50.083 --> 00:07:51.700 00:07:51.700 --> 00:07:55.510 00:07:56.090 --> 00:07:58.810 00:07:58.810 --> 00:08:01.510 00:08:01.510 --> 00:08:03.483 00:08:03.483 --> 00:08:05.200 00:08:07.100 --> 00:08:09.900 00:08:10.300 --> 00:08:15.100 00:08:15.100 --> 00:08:17.600 00:08:20.426 --> 00:08:21.663 00:08:22.800 --> 00:08:24.067 00:08:24.067 --> 00:08:26.480 00:08:26.480 --> 00:08:29.783 00:08:29.783 --> 00:08:32.111 00:08:32.811 --> 00:08:38.361 00:08:39.100 --> 00:08:42.050 00:08:42.050 --> 00:08:45.379 00:08:45.379 --> 00:08:48.604 00:08:48.604 --> 00:08:50.306 00:08:50.306 --> 00:08:52.985 00:08:52.985 --> 00:08:54.154 00:08:54.154 --> 00:08:56.110 00:08:56.110 --> 00:08:58.600 00:08:58.600 --> 00:09:01.129 00:09:01.129 --> 00:09:03.505 00:09:03.505 --> 00:09:05.116 00:09:05.116 --> 00:09:08.371 00:09:08.371 --> 00:09:09.641 00:09:10.400 --> 00:09:11.440 00:09:11.440 --> 00:09:14.085 00:09:14.085 --> 00:09:15.164 00:09:16.559 --> 00:09:18.300 00:09:18.300 --> 00:09:20.480 00:09:20.480 --> 00:09:22.200 00:09:22.200 --> 00:09:23.540 00:09:25.104 --> 00:09:28.250 00:09:30.100 --> 00:09:33.090 00:09:33.090 --> 00:09:35.645 00:09:35.645 --> 00:09:37.676 00:09:37.676 --> 00:09:40.000 00:09:40.000 --> 00:09:42.358 00:09:42.358 --> 00:09:44.963 00:09:45.440 --> 00:09:49.180 00:09:49.180 --> 00:09:52.390 00:09:52.390 --> 00:09:54.415 00:09:55.360 --> 00:09:57.306 00:09:57.306 --> 00:10:02.200 00:10:02.800 --> 00:10:04.989 00:10:04.989 --> 00:10:07.600 00:10:08.400 --> 00:10:09.490 00:10:09.490 --> 00:10:12.700 00:10:14.600 --> 00:10:16.540 00:10:16.540 --> 00:10:19.500 00:10:19.900 --> 00:10:21.550 00:10:21.550 --> 00:10:24.438 00:10:25.148 --> 00:10:27.819 00:10:27.819 --> 00:10:30.912 00:10:33.100 --> 00:10:36.300 00:10:36.900 --> 00:10:39.250 00:10:39.250 --> 00:10:41.766 00:10:42.100 --> 00:10:46.300 00:10:49.924 --> 00:10:51.770 00:10:51.770 --> 00:10:53.118 00:10:53.118 --> 00:10:54.870 00:10:54.870 --> 00:10:56.550 00:10:56.550 --> 00:10:58.915 00:10:58.915 --> 00:11:01.510 00:11:01.510 --> 00:11:03.097 00:11:03.097 --> 00:11:04.750 00:11:04.750 --> 00:11:06.802 00:11:07.269 --> 00:11:09.617 00:11:09.617 --> 00:11:11.685 00:11:11.892 --> 00:11:13.339 00:11:14.500 --> 00:11:16.800 00:11:16.800 --> 00:11:19.514 00:11:19.514 --> 00:11:21.573 00:11:21.573 --> 00:11:25.049 00:11:25.049 --> 00:11:26.395 00:11:27.000 --> 00:11:29.870 00:11:32.426 --> 00:11:36.179 00:11:36.179 --> 00:11:38.070 00:11:38.700 --> 00:11:41.300 00:11:41.500 --> 00:11:43.900 00:11:44.800 --> 00:11:48.900 00:11:48.900 --> 00:11:50.010 00:11:51.100 --> 00:11:54.670 00:11:56.260 --> 00:11:57.750 00:11:57.750 --> 00:12:00.230 00:12:00.230 --> 00:12:03.765 00:12:03.765 --> 00:12:04.994 00:12:04.994 --> 00:12:07.563 00:12:07.563 --> 00:12:09.840 00:12:09.840 --> 00:12:11.600 00:12:11.600 --> 00:12:13.950 00:12:14.600 --> 00:12:16.770 00:12:16.770 --> 00:12:21.000 00:12:21.800 --> 00:12:27.530 00:12:28.000 --> 00:12:29.300 00:12:29.300 --> 00:12:32.030 00:12:32.600 --> 00:12:35.500 00:12:35.500 --> 00:12:37.000 00:12:37.400 --> 00:12:42.362 00:12:43.228 --> 00:12:46.700 00:12:46.700 --> 00:12:49.250 00:12:49.250 --> 00:12:50.800 00:12:52.000 --> 00:12:54.250 00:12:54.250 --> 00:12:56.100 00:12:56.100 --> 00:12:59.736 00:12:59.736 --> 00:13:02.143 00:13:02.143 --> 00:13:04.290 00:13:04.800 --> 00:13:07.000 00:13:07.600 --> 00:13:09.501 00:13:09.920 --> 00:13:12.805 00:13:13.100 --> 00:13:15.400 00:13:15.900 --> 00:13:17.730 00:13:17.730 --> 00:13:19.231 00:13:19.231 --> 00:13:22.616 00:13:22.616 --> 00:13:25.100 00:13:25.230 --> 00:13:27.534 00:13:27.534 --> 00:13:30.900 00:13:31.700 --> 00:13:36.068 00:13:37.900 --> 00:13:41.190 00:13:41.190 --> 00:13:42.900 00:13:43.200 --> 00:13:47.280 00:13:47.280 --> 00:13:51.180 00:13:51.180 --> 00:13:53.272 00:13:54.906 --> 00:13:56.477 00:13:56.477 --> 00:13:59.300 00:13:59.643 --> 00:14:01.992 00:14:01.992 --> 00:14:05.657 00:14:05.657 --> 00:14:07.910 00:14:07.910 --> 00:14:09.557 00:14:10.100 --> 00:14:13.389 00:14:13.389 --> 00:14:14.688 00:14:16.300 --> 00:14:17.414 00:14:19.000 --> 00:14:21.700 00:14:22.120 --> 00:14:23.370 00:14:23.370 --> 00:14:26.780 00:14:27.200 --> 00:14:28.780 00:14:28.780 --> 00:14:32.836 00:14:33.370 --> 00:14:36.325 00:14:36.325 --> 00:14:37.807 00:14:37.807 --> 00:14:39.289 00:14:39.289 --> 00:14:42.100 00:14:44.846 --> 00:14:47.500 00:14:47.500 --> 00:14:49.467 00:14:49.467 --> 00:14:54.212 00:14:54.212 --> 00:14:56.920 00:14:56.920 --> 00:14:58.950 00:14:58.950 --> 00:15:01.140 00:15:01.140 --> 00:15:02.723 00:15:03.900 --> 00:15:07.630 00:15:07.630 --> 00:15:09.430 00:15:09.430 --> 00:15:12.730 00:15:12.730 --> 00:15:15.480 00:15:15.480 --> 00:15:16.800 00:15:17.100 --> 00:15:18.550 00:15:18.550 --> 00:15:20.900 00:15:22.104 --> 00:15:23.732 00:15:23.732 --> 00:15:26.783 00:15:26.783 --> 00:15:32.772 00:15:32.772 --> 00:15:35.595 00:15:35.595 --> 00:15:38.290 00:15:38.290 --> 00:15:40.300 00:15:40.300 --> 00:15:42.300 00:15:42.300 --> 00:15:44.400 00:15:44.400 --> 00:15:45.890 00:15:45.890 --> 00:15:48.200 00:15:49.100 --> 00:15:52.200 00:15:52.200 --> 00:15:53.675 00:15:53.675 --> 00:15:56.390 00:15:56.913 --> 00:15:59.400 00:15:59.980 --> 00:16:02.840 00:16:02.840 --> 00:16:05.112 00:16:05.112 --> 00:16:07.100 00:16:07.380 --> 00:16:08.900 00:16:10.200 --> 00:16:13.929 00:16:13.929 --> 00:16:15.950 00:16:15.950 --> 00:16:17.330 00:16:18.200 --> 00:16:21.241 00:16:21.241 --> 00:16:27.430 00:16:27.430 --> 00:16:31.600 00:16:31.600 --> 00:16:33.274 00:16:35.500 --> 00:16:38.600 00:16:38.600 --> 00:16:42.893 00:16:42.893 --> 00:16:46.330 00:16:46.330 --> 00:16:48.300 00:16:48.600 --> 00:16:51.500 00:16:52.718 --> 00:16:53.868 00:16:53.868 --> 00:16:56.920 00:16:56.920 --> 00:17:00.533 00:17:00.800 --> 00:17:03.240 00:17:03.240 --> 00:17:05.420 00:17:05.420 --> 00:17:07.600 00:17:07.600 --> 00:17:09.700 00:17:09.700 --> 00:17:13.370 00:17:15.110 --> 00:17:18.230 00:17:18.500 --> 00:17:22.900 00:17:23.400 --> 00:17:24.933 00:17:24.933 --> 00:17:27.570 00:17:27.570 --> 00:17:30.300 00:17:31.700 --> 00:17:35.204 00:17:35.204 --> 00:17:38.516 00:17:38.516 --> 00:17:43.400 00:17:44.600 --> 00:17:47.020 00:17:47.020 --> 00:17:48.200 00:17:48.200 --> 00:17:50.500 00:17:50.500 --> 00:17:53.100 00:17:53.700 --> 00:17:56.720 00:17:56.720 --> 00:17:58.300 00:17:59.036 --> 00:18:01.495