[Script Info]
Title: 
[Events]
Format: Layer, Start, End, Style, Name, MarginL, MarginR, MarginV, Effect, Text
Dialogue: 0,0:00:00.00,0:00:02.55,Default,,0000,0000,0000,,♪ [音乐] ♪
Dialogue: 0,0:00:03.80,0:00:05.80,Default,,0000,0000,0000,,- [旁白] 欢迎收看“诺奖得主畅谈系列”
Dialogue: 0,0:00:07.04,0:00:08.10,Default,,0000,0000,0000,,在这一集中
Dialogue: 0,0:00:08.10,0:00:11.57,Default,,0000,0000,0000,,Josh Angrist 和 Guido Imbens\N与 Isaiah Andrews
Dialogue: 0,0:00:11.57,0:00:14.60,Default,,0000,0000,0000,,将讨论计量经济学领域是如何发展的
Dialogue: 0,0:00:16.10,0:00:18.75,Default,,0000,0000,0000,,- [Isaiah] 那么，Guido 和 Josh
Dialogue: 0,0:00:18.75,0:00:21.50,Default,,0000,0000,0000,,你们都是开发经济学实证研究工具的先驱
Dialogue: 0,0:00:21.50,0:00:23.17,Default,,0000,0000,0000,,所以我想了解你对这个领域的发展方向的想法
Dialogue: 0,0:00:23.17,0:00:25.30,Default,,0000,0000,0000,,
Dialogue: 0,0:00:25.71,0:00:28.08,Default,,0000,0000,0000,,经济学、计量经济学，整个领域
Dialogue: 0,0:00:28.51,0:00:31.30,Default,,0000,0000,0000,,首先，我很想听听你是否觉得
Dialogue: 0,0:00:32.17,0:00:35.20,Default,,0000,0000,0000,,局部平均处理效应框架的方式
Dialogue: 0,0:00:35.20,0:00:38.51,Default,,0000,0000,0000,,
Dialogue: 0,0:00:38.80,0:00:42.19,Default,,0000,0000,0000,,对经济学中的新经验法如何发展和传播
Dialogue: 0,0:00:42.19,0:00:44.30,Default,,0000,0000,0000,,或它们应如何发展和传播有任何榜样
Dialogue: 0,0:00:44.56,0:00:45.96,Default,,0000,0000,0000,,- [Josh] 这是个好问题
Dialogue: 0,0:00:46.61,0:00:47.79,Default,,0000,0000,0000,,你先说吧
Dialogue: 0,0:00:47.79,0:00:49.24,Default,,0000,0000,0000,,[笑声]
Dialogue: 0,0:00:49.70,0:00:52.94,Default,,0000,0000,0000,,- [Guido] 是的，所以我认为重要的是
Dialogue: 0,0:00:52.94,0:00:58.55,Default,,0000,0000,0000,,要提出令人信服的案例
Dialogue: 0,0:00:58.55,0:01:02.21,Default,,0000,0000,0000,,其中问题清晰
Dialogue: 0,0:01:02.40,0:01:05.72,Default,,0000,0000,0000,,且方法普遍适用
Dialogue: 0,0:01:06.25,0:01:07.56,Default,,0000,0000,0000,,有一件事我...
Dialogue: 0,0:01:08.19,0:01:12.00,Default,,0000,0000,0000,,当我回顾较新的文献时
Dialogue: 0,0:01:12.20,0:01:16.70,Default,,0000,0000,0000,,我真的很喜欢回归不连续性文献
Dialogue: 0,0:01:16.70,0:01:19.67,Default,,0000,0000,0000,,其中显然有一堆非常有说服力的例子
Dialogue: 0,0:01:19.67,0:01:23.38,Default,,0000,0000,0000,,这让人们可以更清晰地思考
Dialogue: 0,0:01:23.38,0:01:27.20,Default,,0000,0000,0000,,更仔细地研究方法问题
Dialogue: 0,0:01:27.40,0:01:28.80,Default,,0000,0000,0000,,有着一些清晰的应用方法
Dialogue: 0,0:01:28.80,0:01:30.60,Default,,0000,0000,0000,,然后允许你思考：
Dialogue: 0,0:01:30.60,0:01:33.60,Default,,0000,0000,0000,,“哇，这些类型的假设在这里看起来合理吗？
Dialogue: 0,0:01:33.60,0:01:38.00,Default,,0000,0000,0000,,我们不喜欢早期论文中的哪些方面？
Dialogue: 0,0:01:38.50,0:01:39.80,Default,,0000,0000,0000,,我们如何改进这些方面？”
Dialogue: 0,0:01:39.80,0:01:44.21,Default,,0000,0000,0000,,因此，我认为有着明确的应用方法
Dialogue: 0,0:01:44.21,0:01:46.40,Default,,0000,0000,0000,,来激发这些文献是非常有帮助的
Dialogue: 0,0:01:46.80,0:01:48.05,Default,,0000,0000,0000,,- Guido，我很高兴\N你提到了回归不连续性
Dialogue: 0,0:01:48.05,0:01:49.38,Default,,0000,0000,0000,,
Dialogue: 0,0:01:49.38,0:01:53.30,Default,,0000,0000,0000,,我认为 IV 和 RD、
Dialogue: 0,0:01:54.70,0:01:57.06,Default,,0000,0000,0000,,工具变量和回归不连续性之间有很多互补性
Dialogue: 0,0:02:00.51,0:02:03.26,Default,,0000,0000,0000,,回归不连续性的许多计量经济学应用\N曾经被称为“模糊” RD
Dialogue: 0,0:02:03.26,0:02:04.52,Default,,0000,0000,0000,,
Dialogue: 0,0:02:04.52,0:02:07.23,Default,,0000,0000,0000,,
Dialogue: 0,0:02:07.23,0:02:11.62,Default,,0000,0000,0000,,它在截止时不是离散的或确定的
Dialogue: 0,0:02:11.62,0:02:14.90,Default,,0000,0000,0000,,而只在速率或强度上有着变化
Dialogue: 0,0:02:14.90,0:02:17.74,Default,,0000,0000,0000,,LATE 框架帮助我们理解这些应用方法
Dialogue: 0,0:02:17.74,0:02:18.74,Default,,0000,0000,0000,,
Dialogue: 0,0:02:18.74,0:02:21.14,Default,,0000,0000,0000,,并为我们提供了一个清晰的解释
Dialogue: 0,0:02:21.14,0:02:25.00,Default,,0000,0000,0000,,比如在我与 Victor Lavy 的论文中
Dialogue: 0,0:02:25.00,0:02:28.10,Default,,0000,0000,0000,,我们使用了 Maimonides 规则\N班级规模截断
Dialogue: 0,0:02:28.43,0:02:30.03,Default,,0000,0000,0000,,那么你这里了解到了什么？
Dialogue: 0,0:02:30.29,0:02:31.82,Default,,0000,0000,0000,,当然，你可以用线性常数效应模型\N来回答这个问题
Dialogue: 0,0:02:31.82,0:02:33.90,Default,,0000,0000,0000,,
Dialogue: 0,0:02:34.20,0:02:36.31,Default,,0000,0000,0000,,但事实证明我们并不局限于此
Dialogue: 0,0:02:36.31,0:02:39.89,Default,,0000,0000,0000,,RD 仍然非常强大和有启发性
Dialogue: 0,0:02:40.63,0:02:43.09,Default,,0000,0000,0000,,即使在这种情况和类型规模下
Dialogue: 0,0:02:43.09,0:02:45.87,Default,,0000,0000,0000,,截止和感兴趣的变量之间的相关性是局部的
Dialogue: 0,0:02:45.87,0:02:49.13,Default,,0000,0000,0000,,
Dialogue: 0,0:02:49.13,0:02:51.00,Default,,0000,0000,0000,,甚至可能不是那么强
Dialogue: 0,0:02:52.00,0:02:54.100,Default,,0000,0000,0000,,所以肯定有着平行发展
Dialogue: 0,0:02:54.100,0:02:56.40,Default,,0000,0000,0000,,这也很有趣...
Dialogue: 0,0:02:57.25,0:02:59.78,Default,,0000,0000,0000,,当我们在读研究生时，没有人谈论回归不连续性设计
Dialogue: 0,0:02:59.78,0:03:01.22,Default,,0000,0000,0000,,
Dialogue: 0,0:03:01.22,0:03:02.84,Default,,0000,0000,0000,,这是其他社会科学家感兴趣的东西
Dialogue: 0,0:03:02.84,0:03:05.30,Default,,0000,0000,0000,,
Dialogue: 0,0:03:05.80,0:03:09.51,Default,,0000,0000,0000,,它与 LATE 框架一起成长
Dialogue: 0,0:03:09.51,0:03:11.93,Default,,0000,0000,0000,,我们都曾基于这两种应用方式和方法进行工作
Dialogue: 0,0:03:11.93,0:03:14.56,Default,,0000,0000,0000,,
Dialogue: 0,0:03:14.56,0:03:18.38,Default,,0000,0000,0000,,而且能看到它的发展并变得如此重要
Dialogue: 0,0:03:18.38,0:03:19.80,Default,,0000,0000,0000,,我感到非常兴奋
Dialogue: 0,0:03:20.00,0:03:21.77,Default,,0000,0000,0000,,我认为，这是朝着可靠的识别策略
Dialogue: 0,0:03:21.77,0:03:26.09,Default,,0000,0000,0000,,因果效应的普遍演变的一部分
Dialogue: 0,0:03:26.09,0:03:27.44,Default,,0000,0000,0000,,
Dialogue: 0,0:03:29.39,0:03:30.64,Default,,0000,0000,0000,,使计量经济学更多地关注\N因果问题而不是模型
Dialogue: 0,0:03:30.64,0:03:33.30,Default,,0000,0000,0000,,
Dialogue: 0,0:03:33.64,0:03:34.65,Default,,0000,0000,0000,,就未来而言
Dialogue: 0,0:03:34.65,0:03:37.66,Default,,0000,0000,0000,,我认为 LATE 帮助促进的一件事是
Dialogue: 0,0:03:37.66,0:03:42.01,Default,,0000,0000,0000,,朝着更具创造性的随机试验迈进
Dialogue: 0,0:03:42.01,0:03:44.40,Default,,0000,0000,0000,,其中有着一些有趣的东西
Dialogue: 0,0:03:45.50,0:03:48.46,Default,,0000,0000,0000,,它不可能或直接能被简单地关闭或开启
Dialogue: 0,0:03:48.46,0:03:50.70,Default,,0000,0000,0000,,
Dialogue: 0,0:03:51.00,0:03:54.58,Default,,0000,0000,0000,,但你可以鼓励或阻止它
Dialogue: 0,0:03:54.58,0:03:58.20,Default,,0000,0000,0000,,因此，例如，你能通过经济援助\N来补贴学校教育
Dialogue: 0,0:03:59.00,0:04:02.08,Default,,0000,0000,0000,,所以现在我们有了\N一个完整的框架来解释这一点
Dialogue: 0,0:04:03.60,0:04:07.11,Default,,0000,0000,0000,,它打开了对以前似乎不可能的事情\N进行随机试验的大门
Dialogue: 0,0:04:07.11,0:04:09.26,Default,,0000,0000,0000,,
Dialogue: 0,0:04:10.30,0:04:12.47,Default,,0000,0000,0000,,
Dialogue: 0,0:04:14.50,0:04:17.86,Default,,0000,0000,0000,,我们在麻省理工学院\NBlueprint实验室中
Dialogue: 0,0:04:17.86,0:04:21.16,Default,,0000,0000,0000,,大量使用了这一点
Dialogue: 0,0:04:22.36,0:04:26.60,Default,,0000,0000,0000,,我认为，我们正在以\N非常有创意的方式利用随机分配
Dialogue: 0,0:04:28.10,0:04:31.40,Default,,0000,0000,0000,,- [Isaiah] 与此相关，你是否看到
Dialogue: 0,0:04:31.40,0:04:34.44,Default,,0000,0000,0000,,有助于计量经济学研究的特定因素？
Dialogue: 0,0:04:34.44,0:04:38.44,Default,,0000,0000,0000,,你已经提到它与\N实际出现的问题有明确的联系
Dialogue: 0,0:04:38.44,0:04:40.30,Default,,0000,0000,0000,,
Dialogue: 0,0:04:40.30,0:04:42.86,Default,,0000,0000,0000,,并且经验实践通常是一个好主意
Dialogue: 0,0:04:43.29,0:04:45.00,Default,,0000,0000,0000,,- 这不是一个好主意吗？
Dialogue: 0,0:04:45.70,0:04:50.11,Default,,0000,0000,0000,,我经常发现自己坐在\N一个计量经济学理论研讨会上
Dialogue: 0,0:04:50.70,0:04:52.50,Default,,0000,0000,0000,,比如哈佛麻省理工学院的研讨会
Dialogue: 0,0:04:53.40,0:04:56.35,Default,,0000,0000,0000,,我会想，“这个人在解决什么问题？
Dialogue: 0,0:04:56.35,0:04:57.96,Default,,0000,0000,0000,,谁面对这个问题？”
Dialogue: 0,0:04:57.96,0:04:59.80,Default,,0000,0000,0000,,而且，你知道…
Dialogue: 0,0:05:01.60,0:05:04.70,Default,,0000,0000,0000,,如果我问的话\N有时会出现令人尴尬的沉默
Dialogue: 0,0:05:04.90,0:05:08.30,Default,,0000,0000,0000,,或者可能会有一个相当牵强的场景
Dialogue: 0,0:05:08.80,0:05:11.60,Default,,0000,0000,0000,,我想看看这个工具在哪里有用
Dialogue: 0,0:05:12.50,0:05:14.76,Default,,0000,0000,0000,,有一些是纯粹的基础工具
Dialogue: 0,0:05:14.76,0:05:16.25,Default,,0000,0000,0000,,我确实明白这一点
Dialogue: 0,0:05:16.25,0:05:21.74,Default,,0000,0000,0000,,有些人正在研究的概念基础
Dialogue: 0,0:05:22.60,0:05:25.30,Default,,0000,0000,0000,,它变得更像数理统计
Dialogue: 0,0:05:25.80,0:05:27.65,Default,,0000,0000,0000,,我的意思是，我记得一个较早的例子
Dialogue: 0,0:05:27.65,0:05:29.92,Default,,0000,0000,0000,,那就是我很难理解的随机等连续性的概念
Dialogue: 0,0:05:29.92,0:05:32.50,Default,,0000,0000,0000,,
Dialogue: 0,0:05:32.50,0:05:35.07,Default,,0000,0000,0000,,我的论文顾问之一，Whitney Newey
Dialogue: 0,0:05:35.07,0:05:36.48,Default,,0000,0000,0000,,使用它取得了很好的效果
Dialogue: 0,0:05:36.48,0:05:38.82,Default,,0000,0000,0000,,我当时试图理解这一点
Dialogue: 0,0:05:40.60,0:05:42.03,Default,,0000,0000,0000,,这真的很基础
Dialogue: 0,0:05:42.03,0:05:45.20,Default,,0000,0000,0000,,驱动它的不是一个应用方法
Dialogue: 0,0:05:45.89,0:05:47.30,Default,,0000,0000,0000,,至少不是立即的
Dialogue: 0,0:05:48.60,0:05:53.20,Default,,0000,0000,0000,,但是大多数事情不是这样的\N所以应该有着问题
Dialogue: 0,0:05:53.80,0:05:59.25,Default,,0000,0000,0000,,我认为这取决于这类事情的卖家
Dialogue: 0,0:06:00.48,0:06:02.25,Default,,0000,0000,0000,,因为有着机会成本、时间和注意力
Dialogue: 0,0:06:02.25,0:06:05.30,Default,,0000,0000,0000,,以及理解事情的努力
Dialogue: 0,0:06:05.98,0:06:07.20,Default,,0000,0000,0000,,卖家要说：“嘿，我正在解决这个问题，这里有一组结果表明它很有用，这是我得到的一些见解。”
Dialogue: 0,0:06:07.40,0:06:08.90,Default,,0000,0000,0000,,
Dialogue: 0,0:06:09.40,0:06:12.90,Default,,0000,0000,0000,,
Dialogue: 0,0:06:12.90,0:06:15.20,Default,,0000,0000,0000,,
Dialogue: 0,0:06:16.10,0:06:18.28,Default,,0000,0000,0000,,- [以赛亚]正如你所说，乔希，已经朝着更多地考虑经济学中的因果关系和经济学中的实证工作的方向发展。
Dialogue: 0,0:06:18.28,0:06:20.70,Default,,0000,0000,0000,,
Dialogue: 0,0:06:20.70,0:06:22.90,Default,,0000,0000,0000,,
Dialogue: 0,0:06:22.90,0:06:26.57,Default,,0000,0000,0000,,这种观点的传播有什么让你感到惊讶的后果，或者你认为是经验经济学发展方式的不利因素吗？
Dialogue: 0,0:06:26.57,0:06:28.35,Default,,0000,0000,0000,,
Dialogue: 0,0:06:28.70,0:06:31.50,Default,,0000,0000,0000,,
Dialogue: 0,0:06:31.50,0:06:34.32,Default,,0000,0000,0000,,- 有时我看到有人做静脉注射，他们得到的结果似乎难以置信地大——这是通常的情况。
Dialogue: 0,0:06:34.32,0:06:38.30,Default,,0000,0000,0000,,
Dialogue: 0,0:06:38.80,0:06:40.20,Default,,0000,0000,0000,,
Dialogue: 0,0:06:42.50,0:06:45.22,Default,,0000,0000,0000,,因此，这可能是一些相对较小的干预造成的非常大的因果影响，这些干预是随机的，或者您可以证明存在一个好的设计。
Dialogue: 0,0:06:45.22,0:06:48.60,Default,,0000,0000,0000,,
Dialogue: 0,0:06:49.10,0:06:52.26,Default,,0000,0000,0000,,
Dialogue: 0,0:06:52.26,0:06:54.49,Default,,0000,0000,0000,,
Dialogue: 0,0:06:54.90,0:06:57.20,Default,,0000,0000,0000,,然后当我看到这一点时，我认为我很难相信这种相对较小的干预会产生如此大的影响。
Dialogue: 0,0:06:57.94,0:07:00.10,Default,,0000,0000,0000,,
Dialogue: 0,0:07:00.10,0:07:02.03,Default,,0000,0000,0000,,
Dialogue: 0,0:07:02.03,0:07:03.72,Default,,0000,0000,0000,,
Dialogue: 0,0:07:04.10,0:07:06.28,Default,,0000,0000,0000,,作者有时会诉诸局部平均治疗效果定理并说，“嗯，这些编译器——他们在某些方面很特别，他们只是从这种干预中受益匪浅。”
Dialogue: 0,0:07:06.28,0:07:08.69,Default,,0000,0000,0000,,
Dialogue: 0,0:07:08.69,0:07:11.07,Default,,0000,0000,0000,,
Dialogue: 0,0:07:11.07,0:07:12.70,Default,,0000,0000,0000,,
Dialogue: 0,0:07:13.30,0:07:15.80,Default,,0000,0000,0000,,
Dialogue: 0,0:07:15.80,0:07:17.60,Default,,0000,0000,0000,,
Dialogue: 0,0:07:18.10,0:07:21.18,Default,,0000,0000,0000,,我不愿意从表面上看。
Dialogue: 0,0:07:21.18,0:07:23.75,Default,,0000,0000,0000,,我经常认为，当影响太大时，这是因为排除限制失败了，所以你真的没有正确的内生变量来衡量这个结果。
Dialogue: 0,0:07:24.30,0:07:26.78,Default,,0000,0000,0000,,
Dialogue: 0,0:07:26.78,0:07:29.46,Default,,0000,0000,0000,,
Dialogue: 0,0:07:29.46,0:07:31.38,Default,,0000,0000,0000,,
Dialogue: 0,0:07:32.00,0:07:35.70,Default,,0000,0000,0000,,因此，我不太高兴看到一个通用的异质性论点被用来为我认为可能是一个更深层次的问题的事情辩解。
Dialogue: 0,0:07:36.94,0:07:39.69,Default,,0000,0000,0000,,
Dialogue: 0,0:07:40.02,0:07:41.76,Default,,0000,0000,0000,,
Dialogue: 0,0:07:41.76,0:07:43.80,Default,,0000,0000,0000,,
Dialogue: 0,0:07:45.19,0:07:47.36,Default,,0000,0000,0000,,- [Guido] 我认为它在简化形式和结构方法之间的讨论中扮演了一个不幸的角色，我觉得这不太正确。
Dialogue: 0,0:07:47.36,0:07:50.08,Default,,0000,0000,0000,,
Dialogue: 0,0:07:50.08,0:07:51.70,Default,,0000,0000,0000,,
Dialogue: 0,0:07:51.70,0:07:55.51,Default,,0000,0000,0000,,
Dialogue: 0,0:07:56.09,0:07:58.81,Default,,0000,0000,0000,,工具变量假设是关于行为的核心结构假设——它们来自经济……考虑代理人的经济行为，不知何故它被推向了一个我认为不是很有帮助的方向。
Dialogue: 0,0:07:58.81,0:08:01.51,Default,,0000,0000,0000,,
Dialogue: 0,0:08:01.51,0:08:03.48,Default,,0000,0000,0000,,
Dialogue: 0,0:08:03.48,0:08:05.20,Default,,0000,0000,0000,,
Dialogue: 0,0:08:07.10,0:08:09.90,Default,,0000,0000,0000,,
Dialogue: 0,0:08:10.30,0:08:15.10,Default,,0000,0000,0000,,
Dialogue: 0,0:08:15.10,0:08:17.60,Default,,0000,0000,0000,,
Dialogue: 0,0:08:20.43,0:08:21.66,Default,,0000,0000,0000,,我认为，最初，我们把事情写下来，描述正在发生的事情。
Dialogue: 0,0:08:22.80,0:08:24.07,Default,,0000,0000,0000,,
Dialogue: 0,0:08:24.07,0:08:26.48,Default,,0000,0000,0000,,
Dialogue: 0,0:08:26.48,0:08:29.78,Default,,0000,0000,0000,,人们使用了一套方法。
Dialogue: 0,0:08:29.78,0:08:32.11,Default,,0000,0000,0000,,我们以一种我认为包含相当多洞察力的方式阐明了这些方法的作用。
Dialogue: 0,0:08:32.81,0:08:38.36,Default,,0000,0000,0000,,
Dialogue: 0,0:08:39.10,0:08:42.05,Default,,0000,0000,0000,,但它不知何故被推到了一个我认为不一定很有帮助的角落。
Dialogue: 0,0:08:42.05,0:08:45.38,Default,,0000,0000,0000,,
Dialogue: 0,0:08:45.38,0:08:48.60,Default,,0000,0000,0000,,- 在简化形式与结构的语言中，我觉得有点有趣，因为局部平均治疗效果模型，潜在结果模型是非参数结构模型，如果你想像你建议的那样考虑它，Guido .
Dialogue: 0,0:08:48.60,0:08:50.31,Default,,0000,0000,0000,,
Dialogue: 0,0:08:50.31,0:08:52.98,Default,,0000,0000,0000,,
Dialogue: 0,0:08:52.98,0:08:54.15,Default,,0000,0000,0000,,
Dialogue: 0,0:08:54.15,0:08:56.11,Default,,0000,0000,0000,,
Dialogue: 0,0:08:56.11,0:08:58.60,Default,,0000,0000,0000,,
Dialogue: 0,0:08:58.60,0:09:01.13,Default,,0000,0000,0000,,所以当——
Dialogue: 0,0:09:01.13,0:09:03.50,Default,,0000,0000,0000,,
Dialogue: 0,0:09:03.50,0:09:05.12,Default,,0000,0000,0000,,- [圭多] 是的。\N- [Josh] 当然，这种语言来自我们继承的联立方程框架。
Dialogue: 0,0:09:05.12,0:09:08.37,Default,,0000,0000,0000,,
Dialogue: 0,0:09:08.37,0:09:09.64,Default,,0000,0000,0000,,
Dialogue: 0,0:09:10.40,0:09:11.44,Default,,0000,0000,0000,,它的优点是人们在你使用它时似乎知道你的意思，但这可能是不同的人听到不同的东西。
Dialogue: 0,0:09:11.44,0:09:14.08,Default,,0000,0000,0000,,
Dialogue: 0,0:09:14.08,0:09:15.16,Default,,0000,0000,0000,,
Dialogue: 0,0:09:16.56,0:09:18.30,Default,,0000,0000,0000,,
Dialogue: 0,0:09:18.30,0:09:20.48,Default,,0000,0000,0000,,- [圭多] 是的。我认为简化形式已被用于贬义...
Dialogue: 0,0:09:20.48,0:09:22.20,Default,,0000,0000,0000,,
Dialogue: 0,0:09:22.20,0:09:23.54,Default,,0000,0000,0000,,- [乔希] 有时。 ...这并不是它最初的目的。
Dialogue: 0,0:09:25.10,0:09:28.25,Default,,0000,0000,0000,,
Dialogue: 0,0:09:30.10,0:09:33.09,Default,,0000,0000,0000,,- [以赛亚] 我想在思考局部平均治疗效果框架的影响时，还有一点让我印象深刻的是，人们通常会在远远超出任何形式的正式结果实际存在的环境中诉诸局部平均治疗效果直觉已确立的。
Dialogue: 0,0:09:33.09,0:09:35.64,Default,,0000,0000,0000,,
Dialogue: 0,0:09:35.64,0:09:37.68,Default,,0000,0000,0000,,
Dialogue: 0,0:09:37.68,0:09:40.00,Default,,0000,0000,0000,,
Dialogue: 0,0:09:40.00,0:09:42.36,Default,,0000,0000,0000,,
Dialogue: 0,0:09:42.36,0:09:44.96,Default,,0000,0000,0000,,
Dialogue: 0,0:09:45.44,0:09:49.18,Default,,0000,0000,0000,,我很好奇，鉴于你们为在不同环境中建立 LATE 结果所做的所有工作，我很好奇，对此有什么想法吗？
Dialogue: 0,0:09:49.18,0:09:52.39,Default,,0000,0000,0000,,
Dialogue: 0,0:09:52.39,0:09:54.42,Default,,0000,0000,0000,,
Dialogue: 0,0:09:55.36,0:09:57.31,Default,,0000,0000,0000,,- 我认为在很多情况下直觉确实会让你保持距离，但它会受到一些限制，建立正式的结果可能会有点棘手，然后可能只在特殊情况下才有效，然后你就结束了有很多可能无法完全捕捉直觉的形式。
Dialogue: 0,0:09:57.31,0:10:02.20,Default,,0000,0000,0000,,
Dialogue: 0,0:10:02.80,0:10:04.99,Default,,0000,0000,0000,,
Dialogue: 0,0:10:04.99,0:10:07.60,Default,,0000,0000,0000,,
Dialogue: 0,0:10:08.40,0:10:09.49,Default,,0000,0000,0000,,
Dialogue: 0,0:10:09.49,0:10:12.70,Default,,0000,0000,0000,,
Dialogue: 0,0:10:14.60,0:10:16.54,Default,,0000,0000,0000,,
Dialogue: 0,0:10:16.54,0:10:19.50,Default,,0000,0000,0000,,
Dialogue: 0,0:10:19.90,0:10:21.55,Default,,0000,0000,0000,,有时我对它们有些不安，它们不一定是我想写的论文，但我确实认为直觉通常确实抓住了问题的一部分。
Dialogue: 0,0:10:21.55,0:10:24.44,Default,,0000,0000,0000,,
Dialogue: 0,0:10:25.15,0:10:27.82,Default,,0000,0000,0000,,
Dialogue: 0,0:10:27.82,0:10:30.91,Default,,0000,0000,0000,,
Dialogue: 0,0:10:33.10,0:10:36.30,Default,,0000,0000,0000,,我认为，从某种意义上说，我们很幸运，LATE 论文在期刊上得到了处理，所以，实际上，编辑把它缩短了很多，这让我们能够专注于非常清晰、清晰的结果。
Dialogue: 0,0:10:36.90,0:10:39.25,Default,,0000,0000,0000,,
Dialogue: 0,0:10:39.25,0:10:41.77,Default,,0000,0000,0000,,
Dialogue: 0,0:10:42.10,0:10:46.30,Default,,0000,0000,0000,,
Dialogue: 0,0:10:49.92,0:10:51.77,Default,,0000,0000,0000,,计量经济学文献中有些不幸的趋势是论文越来越长。
Dialogue: 0,0:10:51.77,0:10:53.12,Default,,0000,0000,0000,,
Dialogue: 0,0:10:53.12,0:10:54.87,Default,,0000,0000,0000,,
Dialogue: 0,0:10:54.87,0:10:56.55,Default,,0000,0000,0000,,- 嗯，你应该能够解决这个问题，伙计。
Dialogue: 0,0:10:56.55,0:10:58.92,Default,,0000,0000,0000,,- 我正在努力解决这个问题。 [笑声]
Dialogue: 0,0:10:58.92,0:11:01.51,Default,,0000,0000,0000,,但我认为这是一个例子，很明显，它很短实际上是——
Dialogue: 0,0:11:01.51,0:11:03.10,Default,,0000,0000,0000,,
Dialogue: 0,0:11:03.10,0:11:04.75,Default,,0000,0000,0000,,- 你应该强制规定没有任何论文可以比 LATE 论文更长。
Dialogue: 0,0:11:04.75,0:11:06.80,Default,,0000,0000,0000,,
Dialogue: 0,0:11:07.27,0:11:09.62,Default,,0000,0000,0000,,- 那……哇！那可能很棒。
Dialogue: 0,0:11:09.62,0:11:11.68,Default,,0000,0000,0000,,- 至少没有理论，没有理论论文。
Dialogue: 0,0:11:11.89,0:11:13.34,Default,,0000,0000,0000,,- 是的，我认为......
Dialogue: 0,0:11:14.50,0:11:16.80,Default,,0000,0000,0000,,我正在努力让论文更短，我认为今天有很多价值，因为它通常是论文的第二部分实际上并没有让你得到太多进一步理解事物，它确实使事情变得更难阅读。
Dialogue: 0,0:11:16.80,0:11:19.51,Default,,0000,0000,0000,,
Dialogue: 0,0:11:19.51,0:11:21.57,Default,,0000,0000,0000,,
Dialogue: 0,0:11:21.57,0:11:25.05,Default,,0000,0000,0000,,
Dialogue: 0,0:11:25.05,0:11:26.40,Default,,0000,0000,0000,,
Dialogue: 0,0:11:27.00,0:11:29.87,Default,,0000,0000,0000,,
Dialogue: 0,0:11:32.43,0:11:36.18,Default,,0000,0000,0000,,这可以追溯到我认为应该如何进行计量经济学。
Dialogue: 0,0:11:36.18,0:11:38.07,Default,,0000,0000,0000,,
Dialogue: 0,0:11:38.70,0:11:41.30,Default,,0000,0000,0000,,
Dialogue: 0,0:11:41.50,0:11:43.90,Default,,0000,0000,0000,,
Dialogue: 0,0:11:44.80,0:11:48.90,Default,,0000,0000,0000,,
Dialogue: 0,0:11:48.90,0:11:50.01,Default,,0000,0000,0000,,
Dialogue: 0,0:11:51.10,0:11:54.67,Default,,0000,0000,0000,,
Dialogue: 0,0:11:56.26,0:11:57.75,Default,,0000,0000,0000,,
Dialogue: 0,0:11:57.75,0:12:00.23,Default,,0000,0000,0000,,
Dialogue: 0,0:12:00.23,0:12:03.76,Default,,0000,0000,0000,,
Dialogue: 0,0:12:03.76,0:12:04.99,Default,,0000,0000,0000,,
Dialogue: 0,0:12:04.99,0:12:07.56,Default,,0000,0000,0000,,
Dialogue: 0,0:12:07.56,0:12:09.84,Default,,0000,0000,0000,,
Dialogue: 0,0:12:09.84,0:12:11.60,Default,,0000,0000,0000,,
Dialogue: 0,0:12:11.60,0:12:13.95,Default,,0000,0000,0000,,
Dialogue: 0,0:12:14.60,0:12:16.77,Default,,0000,0000,0000,,
Dialogue: 0,0:12:16.77,0:12:21.00,Default,,0000,0000,0000,,
Dialogue: 0,0:12:21.80,0:12:27.53,Default,,0000,0000,0000,,
Dialogue: 0,0:12:28.00,0:12:29.30,Default,,0000,0000,0000,,
Dialogue: 0,0:12:29.30,0:12:32.03,Default,,0000,0000,0000,,
Dialogue: 0,0:12:32.60,0:12:35.50,Default,,0000,0000,0000,,
Dialogue: 0,0:12:35.50,0:12:37.00,Default,,0000,0000,0000,,
Dialogue: 0,0:12:37.40,0:12:42.36,Default,,0000,0000,0000,,
Dialogue: 0,0:12:43.23,0:12:46.70,Default,,0000,0000,0000,,
Dialogue: 0,0:12:46.70,0:12:49.25,Default,,0000,0000,0000,,
Dialogue: 0,0:12:49.25,0:12:50.80,Default,,0000,0000,0000,,
Dialogue: 0,0:12:52.00,0:12:54.25,Default,,0000,0000,0000,,
Dialogue: 0,0:12:54.25,0:12:56.10,Default,,0000,0000,0000,,
Dialogue: 0,0:12:56.10,0:12:59.74,Default,,0000,0000,0000,,
Dialogue: 0,0:12:59.74,0:13:02.14,Default,,0000,0000,0000,,
Dialogue: 0,0:13:02.14,0:13:04.29,Default,,0000,0000,0000,,
Dialogue: 0,0:13:04.80,0:13:07.00,Default,,0000,0000,0000,,
Dialogue: 0,0:13:07.60,0:13:09.50,Default,,0000,0000,0000,,
Dialogue: 0,0:13:09.92,0:13:12.80,Default,,0000,0000,0000,,
Dialogue: 0,0:13:13.10,0:13:15.40,Default,,0000,0000,0000,,
Dialogue: 0,0:13:15.90,0:13:17.73,Default,,0000,0000,0000,,
Dialogue: 0,0:13:17.73,0:13:19.23,Default,,0000,0000,0000,,
Dialogue: 0,0:13:19.23,0:13:22.62,Default,,0000,0000,0000,,
Dialogue: 0,0:13:22.62,0:13:25.10,Default,,0000,0000,0000,,
Dialogue: 0,0:13:25.23,0:13:27.53,Default,,0000,0000,0000,,
Dialogue: 0,0:13:27.53,0:13:30.90,Default,,0000,0000,0000,,
Dialogue: 0,0:13:31.70,0:13:36.07,Default,,0000,0000,0000,,
Dialogue: 0,0:13:37.90,0:13:41.19,Default,,0000,0000,0000,,
Dialogue: 0,0:13:41.19,0:13:42.90,Default,,0000,0000,0000,,
Dialogue: 0,0:13:43.20,0:13:47.28,Default,,0000,0000,0000,,
Dialogue: 0,0:13:47.28,0:13:51.18,Default,,0000,0000,0000,,
Dialogue: 0,0:13:51.18,0:13:53.27,Default,,0000,0000,0000,,
Dialogue: 0,0:13:54.91,0:13:56.48,Default,,0000,0000,0000,,
Dialogue: 0,0:13:56.48,0:13:59.30,Default,,0000,0000,0000,,
Dialogue: 0,0:13:59.64,0:14:01.99,Default,,0000,0000,0000,,
Dialogue: 0,0:14:01.99,0:14:05.66,Default,,0000,0000,0000,,
Dialogue: 0,0:14:05.66,0:14:07.91,Default,,0000,0000,0000,,
Dialogue: 0,0:14:07.91,0:14:09.56,Default,,0000,0000,0000,,
Dialogue: 0,0:14:10.10,0:14:13.39,Default,,0000,0000,0000,,
Dialogue: 0,0:14:13.39,0:14:14.69,Default,,0000,0000,0000,,
Dialogue: 0,0:14:16.30,0:14:17.41,Default,,0000,0000,0000,,
Dialogue: 0,0:14:19.00,0:14:21.70,Default,,0000,0000,0000,,
Dialogue: 0,0:14:22.12,0:14:23.37,Default,,0000,0000,0000,,
Dialogue: 0,0:14:23.37,0:14:26.78,Default,,0000,0000,0000,,
Dialogue: 0,0:14:27.20,0:14:28.78,Default,,0000,0000,0000,,
Dialogue: 0,0:14:28.78,0:14:32.84,Default,,0000,0000,0000,,
Dialogue: 0,0:14:33.37,0:14:36.32,Default,,0000,0000,0000,,
Dialogue: 0,0:14:36.32,0:14:37.81,Default,,0000,0000,0000,,
Dialogue: 0,0:14:37.81,0:14:39.29,Default,,0000,0000,0000,,
Dialogue: 0,0:14:39.29,0:14:42.10,Default,,0000,0000,0000,,
Dialogue: 0,0:14:44.85,0:14:47.50,Default,,0000,0000,0000,,
Dialogue: 0,0:14:47.50,0:14:49.47,Default,,0000,0000,0000,,
Dialogue: 0,0:14:49.47,0:14:54.21,Default,,0000,0000,0000,,
Dialogue: 0,0:14:54.21,0:14:56.92,Default,,0000,0000,0000,,
Dialogue: 0,0:14:56.92,0:14:58.95,Default,,0000,0000,0000,,
Dialogue: 0,0:14:58.95,0:15:01.14,Default,,0000,0000,0000,,
Dialogue: 0,0:15:01.14,0:15:02.72,Default,,0000,0000,0000,,
Dialogue: 0,0:15:03.90,0:15:07.63,Default,,0000,0000,0000,,
Dialogue: 0,0:15:07.63,0:15:09.43,Default,,0000,0000,0000,,
Dialogue: 0,0:15:09.43,0:15:12.73,Default,,0000,0000,0000,,
Dialogue: 0,0:15:12.73,0:15:15.48,Default,,0000,0000,0000,,
Dialogue: 0,0:15:15.48,0:15:16.80,Default,,0000,0000,0000,,
Dialogue: 0,0:15:17.10,0:15:18.55,Default,,0000,0000,0000,,
Dialogue: 0,0:15:18.55,0:15:20.90,Default,,0000,0000,0000,,
Dialogue: 0,0:15:22.10,0:15:23.73,Default,,0000,0000,0000,,
Dialogue: 0,0:15:23.73,0:15:26.78,Default,,0000,0000,0000,,
Dialogue: 0,0:15:26.78,0:15:32.77,Default,,0000,0000,0000,,
Dialogue: 0,0:15:32.77,0:15:35.60,Default,,0000,0000,0000,,
Dialogue: 0,0:15:35.60,0:15:38.29,Default,,0000,0000,0000,,
Dialogue: 0,0:15:38.29,0:15:40.30,Default,,0000,0000,0000,,
Dialogue: 0,0:15:40.30,0:15:42.30,Default,,0000,0000,0000,,
Dialogue: 0,0:15:42.30,0:15:44.40,Default,,0000,0000,0000,,
Dialogue: 0,0:15:44.40,0:15:45.89,Default,,0000,0000,0000,,
Dialogue: 0,0:15:45.89,0:15:48.20,Default,,0000,0000,0000,,
Dialogue: 0,0:15:49.10,0:15:52.20,Default,,0000,0000,0000,,
Dialogue: 0,0:15:52.20,0:15:53.68,Default,,0000,0000,0000,,
Dialogue: 0,0:15:53.68,0:15:56.39,Default,,0000,0000,0000,,
Dialogue: 0,0:15:56.91,0:15:59.40,Default,,0000,0000,0000,,
Dialogue: 0,0:15:59.98,0:16:02.84,Default,,0000,0000,0000,,
Dialogue: 0,0:16:02.84,0:16:05.11,Default,,0000,0000,0000,,
Dialogue: 0,0:16:05.11,0:16:07.10,Default,,0000,0000,0000,,
Dialogue: 0,0:16:07.38,0:16:08.90,Default,,0000,0000,0000,,
Dialogue: 0,0:16:10.20,0:16:13.93,Default,,0000,0000,0000,,
Dialogue: 0,0:16:13.93,0:16:15.95,Default,,0000,0000,0000,,
Dialogue: 0,0:16:15.95,0:16:17.33,Default,,0000,0000,0000,,
Dialogue: 0,0:16:18.20,0:16:21.24,Default,,0000,0000,0000,,
Dialogue: 0,0:16:21.24,0:16:27.43,Default,,0000,0000,0000,,
Dialogue: 0,0:16:27.43,0:16:31.60,Default,,0000,0000,0000,,
Dialogue: 0,0:16:31.60,0:16:33.27,Default,,0000,0000,0000,,
Dialogue: 0,0:16:35.50,0:16:38.60,Default,,0000,0000,0000,,
Dialogue: 0,0:16:38.60,0:16:42.89,Default,,0000,0000,0000,,
Dialogue: 0,0:16:42.89,0:16:46.33,Default,,0000,0000,0000,,
Dialogue: 0,0:16:46.33,0:16:48.30,Default,,0000,0000,0000,,
Dialogue: 0,0:16:48.60,0:16:51.50,Default,,0000,0000,0000,,
Dialogue: 0,0:16:52.72,0:16:53.87,Default,,0000,0000,0000,,
Dialogue: 0,0:16:53.87,0:16:56.92,Default,,0000,0000,0000,,
Dialogue: 0,0:16:56.92,0:17:00.53,Default,,0000,0000,0000,,
Dialogue: 0,0:17:00.80,0:17:03.24,Default,,0000,0000,0000,,
Dialogue: 0,0:17:03.24,0:17:05.42,Default,,0000,0000,0000,,
Dialogue: 0,0:17:05.42,0:17:07.60,Default,,0000,0000,0000,,
Dialogue: 0,0:17:07.60,0:17:09.70,Default,,0000,0000,0000,,
Dialogue: 0,0:17:09.70,0:17:13.37,Default,,0000,0000,0000,,
Dialogue: 0,0:17:15.11,0:17:18.23,Default,,0000,0000,0000,,
Dialogue: 0,0:17:18.50,0:17:22.90,Default,,0000,0000,0000,,
Dialogue: 0,0:17:23.40,0:17:24.93,Default,,0000,0000,0000,,
Dialogue: 0,0:17:24.93,0:17:27.57,Default,,0000,0000,0000,,
Dialogue: 0,0:17:27.57,0:17:30.30,Default,,0000,0000,0000,,
Dialogue: 0,0:17:31.70,0:17:35.20,Default,,0000,0000,0000,,
Dialogue: 0,0:17:35.20,0:17:38.52,Default,,0000,0000,0000,,
Dialogue: 0,0:17:38.52,0:17:43.40,Default,,0000,0000,0000,,
Dialogue: 0,0:17:44.60,0:17:47.02,Default,,0000,0000,0000,,
Dialogue: 0,0:17:47.02,0:17:48.20,Default,,0000,0000,0000,,
Dialogue: 0,0:17:48.20,0:17:50.50,Default,,0000,0000,0000,,
Dialogue: 0,0:17:50.50,0:17:53.10,Default,,0000,0000,0000,,
Dialogue: 0,0:17:53.70,0:17:56.72,Default,,0000,0000,0000,,
Dialogue: 0,0:17:56.72,0:17:58.30,Default,,0000,0000,0000,,
Dialogue: 0,0:17:59.04,0:18:01.50,Default,,0000,0000,0000,,