1 00:00:00,130 --> 00:00:02,200 2 00:00:03,645 --> 00:00:05,600 欢迎观看诺贝尔对谈 3 00:00:07,250 --> 00:00:10,240 在本集中,Josh Angrist 和 Guido Imbens 4 00:00:10,240 --> 00:00:11,920 与 Isaiah Andrews 坐下来 5 00:00:11,920 --> 00:00:14,303 讨论他们的研究最初是如何被接受的 6 00:00:14,999 --> 00:00:17,090 以及他们如何回应批评 7 00:00:18,700 --> 00:00:20,380 当时,你有没有觉得 8 00:00:20,380 --> 00:00:21,627 自己在做一件大事 9 00:00:21,627 --> 00:00:25,152 认为这会是一整套工程的开端 10 00:00:25,152 --> 00:00:27,202 而这个工程将会非常重要,还是...? 11 00:00:27,600 --> 00:00:30,000 说这是一套大工程 12 00:00:30,000 --> 00:00:31,894 确实,我觉得,“哇,这--” 13 00:00:32,277 --> 00:00:35,045 我们已经证明了一些 我们从前所不知道的事 14 00:00:35,045 --> 00:00:36,114 而这是值得知道的 15 00:00:36,114 --> 00:00:38,033 是,回到... 16 00:00:38,741 --> 00:00:41,080 与我的就业市场报告或其他东西相比-- 17 00:00:41,080 --> 00:00:45,560 不,我觉得这实际上 是一个非常清晰的结果 18 00:00:46,400 --> 00:00:49,657 但肯定会有不同的解释 19 00:00:49,657 --> 00:00:52,420 我想没有人会说 20 00:00:52,420 --> 00:00:55,487 “好吧,这是研究人员的噩梦 21 00:00:56,043 --> 00:00:59,386 22 00:01:00,230 --> 00:01:02,003 你认为你发现了一些东西, 23 00:01:02,003 --> 00:01:04,461 然后其他人说,‘哦,我知道。’” 24 00:01:05,000 --> 00:01:07,220 但绝对有必要让大家相信 25 00:01:07,220 --> 00:01:10,370 这是值得了解的,工具变量 26 00:01:10,370 --> 00:01:12,687 估计了依从者的因果效应 27 00:01:13,200 --> 00:01:16,178 是,即使需要很长时间 28 00:01:16,178 --> 00:01:19,348 才能说服更多观众 29 00:01:19,820 --> 00:01:24,346 有时也很快,但在一小群人中的 30 00:01:24,800 --> 00:01:26,645 接受度还是不错的 31 00:01:27,200 --> 00:01:31,297 Gary 显然从一开始就非常喜欢这个想法 32 00:01:31,800 --> 00:01:33,289 我记得… 33 00:01:33,289 --> 00:01:35,645 因为那时 Josh 已经去了以色列 34 00:01:35,645 --> 00:01:38,886 但我记得向 Don Rubin 解释过 35 00:01:39,696 --> 00:01:43,700 他说,“你可知,这不得了啊。" 36 00:01:43,700 --> 00:01:45,197 虽然不是马上 37 00:01:45,932 --> 00:01:47,173 Don 经过深思熟虑 38 00:01:47,500 --> 00:01:49,150 当你和 Don 联系上的时候 39 00:01:49,150 --> 00:01:51,226 我实际上已经和他 40 00:01:51,226 --> 00:01:53,304 来回通信过几次 41 00:01:53,700 --> 00:01:57,103 我记得某天我接到他的电话或电邮 42 00:01:57,103 --> 00:02:00,020 他说他坐在罗马机场 43 00:02:00,020 --> 00:02:03,700 看着报纸心想 44 00:02:03,700 --> 00:02:07,000 “喔,不,你们实际上有了重大的发现。” 45 00:02:07,490 --> 00:02:08,594 我们对此感到高兴 46 00:02:08,594 --> 00:02:10,550 但这比我想的还要久才发生 47 00:02:11,030 --> 00:02:12,500 那不是马上发生的 48 00:02:12,500 --> 00:02:13,700 49 00:02:13,700 --> 00:02:15,325 因为我知道那件事发生时 50 00:02:15,325 --> 00:02:16,627 我已经回到了以色列 51 00:02:16,627 --> 00:02:18,750 我在那个夏天去了以色列-- 52 00:02:19,390 --> 00:02:21,190 我在哈佛只呆了两年 53 00:02:21,190 --> 00:02:22,540 我们一起度过了一年 54 00:02:22,540 --> 00:02:25,700 不简单啊,我的意思是 这一年对我们来说非常重要 55 00:02:25,900 --> 00:02:27,200 是的 56 00:02:27,690 --> 00:02:30,200 我们知道有好事发生了 57 00:02:30,200 --> 00:02:33,700 但我们不认为那足以改变生活 回想起来才发现 58 00:02:33,700 --> 00:02:35,620 59 00:02:35,620 --> 00:02:37,495 如您所说的听起来,最初一小群人 60 00:02:37,495 --> 00:02:39,190 是很容易接受的 61 00:02:39,190 --> 00:02:43,090 而对更广大的人群而言 他们可能需要一些时间 62 00:02:43,090 --> 00:02:45,912 才能将 LATE 框架视为看待世界的 63 00:02:45,912 --> 00:02:47,620 一种有价值的方式 64 00:02:47,620 --> 00:02:50,100 在那段时间里 65 00:02:50,100 --> 00:02:52,128 人们说这不是看待世界的 66 00:02:52,128 --> 00:02:54,450 有用方式,你是否认为 67 00:02:54,450 --> 00:02:55,751 他们可能是对的? 68 00:02:55,751 --> 00:02:58,360 你有没有感到气馁? 你是怎么想的呢? 69 00:02:58,360 --> 00:02:59,721 我沒有感到气馁 70 00:02:59,721 --> 00:03:01,119 说这些都是聪明人 71 00:03:01,119 --> 00:03:06,117 见多识广的计量经济学家、 72 00:03:06,117 --> 00:03:07,800 老练的读者 73 00:03:08,900 --> 00:03:11,324 我认为评论的实质是 74 00:03:11,324 --> 00:03:14,297 这不是计量经济学的内容 75 00:03:14,297 --> 00:03:20,572 当时传播的计量经济学是关于结构的 76 00:03:21,300 --> 00:03:24,490 有一种观点认为经济中存在结构 77 00:03:25,100 --> 00:03:27,200 我们的工作是发现它 78 00:03:27,200 --> 00:03:30,952 它的结构之所以如此 是因为它本质上是不变的 79 00:03:32,570 --> 00:03:34,900 所以我们说,在 LATE 定理中 80 00:03:34,900 --> 00:03:37,699 每个工具都会产生自己的因果效应 81 00:03:37,699 --> 00:03:41,386 这在某种程度上与此相矛盾 82 00:03:41,386 --> 00:03:43,640 这就是紧张的所在 83 00:03:43,640 --> 00:03:45,551 人们不想放弃这个想法 84 00:03:46,300 --> 00:03:50,369 是的,我记得有一次人们开始 85 00:03:51,200 --> 00:03:55,664 大声反对这一点-- 86 00:03:56,900 --> 00:03:59,483 那从没有让我如此困扰 87 00:03:59,483 --> 00:04:03,051 明显地,我们在那里取得了结果 88 00:04:03,051 --> 00:04:05,878 它变得有些争议 89 00:04:05,878 --> 00:04:08,395 但是以一种好的方式引起争议 90 00:04:08,620 --> 00:04:10,190 人们很明显地觉得 91 00:04:10,820 --> 00:04:13,835 他们必须站出来以示反对,因为-- 92 00:04:13,970 --> 00:04:15,649 嗯,我们现在认为那很好 93 00:04:17,426 --> 00:04:19,238 我们当时可能并不喜欢 94 00:04:20,168 --> 00:04:23,080 我记得我有点不高兴 95 00:04:23,080 --> 00:04:24,780 有一次晚餐有人说 96 00:04:24,780 --> 00:04:27,455 “不,不,不,Josh 的那篇论文-- 97 00:04:28,855 --> 00:04:30,749 对这个专业造成了伤害。” 98 00:04:32,050 --> 00:04:33,850 我们确实得到了这样的反应 99 00:04:35,410 --> 00:04:38,200 在某种程度上 这可能是当时在经济学中 100 00:04:38,400 --> 00:04:40,000 普遍存在的文化 101 00:04:41,400 --> 00:04:44,097 我后来想了想 万一发生在现在呢? 102 00:04:44,600 --> 00:04:47,682 如果我是坐在那次谈话中的资深人士 103 00:04:48,200 --> 00:04:51,952 我会站出来,因为那确实不对 104 00:04:53,000 --> 00:04:54,200 没那么糟吧 105 00:04:54,600 --> 00:04:56,262 我认为那批评... 106 00:04:57,700 --> 00:04:59,298 它并没有完全被误导 107 00:05:00,070 --> 00:05:01,351 也许是错的 108 00:05:01,800 --> 00:05:04,485 不,不,你可以说那篇论文是错误的 109 00:05:05,280 --> 00:05:06,440 但它指的是 110 00:05:06,440 --> 00:05:08,128 这对专业造成了伤害-- 111 00:05:08,128 --> 00:05:10,300 - 那不是真的... - 这有点牵扯到个人名声 112 00:05:10,300 --> 00:05:12,646 - 是的,不是对我 113 00:05:12,646 --> 00:05:14,442 而是在我的高级同事面前这样做 114 00:05:15,191 --> 00:05:17,369 但没有人说结果是错误的 115 00:05:17,369 --> 00:05:18,700 我也记得 116 00:05:18,700 --> 00:05:21,579 有些评论发人深省 117 00:05:21,579 --> 00:05:23,059 对于一般的因果反应论文 118 00:05:23,059 --> 00:05:25,861 我们有一些负面评价 119 00:05:26,500 --> 00:05:30,361 有人说,“这些依从者-- 你不知道他们是谁。” 120 00:05:31,967 --> 00:05:33,891 说你正在评估 121 00:05:33,891 --> 00:05:35,678 疗程对治疗对象的影响这类事 122 00:05:35,678 --> 00:05:36,840 那是一回事 123 00:05:36,840 --> 00:05:38,400 你可以告诉我谁接受了疗程 124 00:05:38,837 --> 00:05:42,289 CPS 的人,你无法告诉我谁是依从者 125 00:05:42,929 --> 00:05:44,679 这是一个合理的挑战 126 00:05:44,679 --> 00:05:47,800 这当然是公平的,我明白为什么 127 00:05:49,880 --> 00:05:53,502 那部分让人们有点不安和不舒服 128 00:05:54,300 --> 00:05:56,400 但与此同时 129 00:05:56,900 --> 00:06:00,244 因为它表明你真的无法超越这一点 130 00:06:00,800 --> 00:06:03,775 所以实现它是一件非常有用的事情 131 00:06:04,630 --> 00:06:08,831 我记得在我们得到关键结果的那天 132 00:06:09,238 --> 00:06:13,113 我在想,“哇,这真是太好了。 133 00:06:14,221 --> 00:06:16,978 在这里,我们有洞察力,但它显然...” 134 00:06:17,500 --> 00:06:19,250 我们不得不在某天卖掉它 135 00:06:19,480 --> 00:06:21,261 几年来,我们不得不出售它 136 00:06:23,480 --> 00:06:24,892 事实证明它非常有用 137 00:06:25,500 --> 00:06:28,761 我认为我们当时并不理解 它会如此有用 138 00:06:28,761 --> 00:06:29,871 不 139 00:06:30,170 --> 00:06:34,600 我很早就觉得这是一个实质性的见解 140 00:06:34,600 --> 00:06:36,440 是的,我们完成了一件大事 141 00:06:36,440 --> 00:06:40,041 但我不认为那就是目标 142 00:06:40,700 --> 00:06:42,600 我不认为我们的目标是诺贝尔奖 143 00:06:42,600 --> 00:06:43,730 144 00:06:43,730 --> 00:06:46,243 我们很高兴能在 Econometrica 中获得注释 145 00:06:46,859 --> 00:06:48,829 146 00:06:49,770 --> 00:06:51,560 是否有一些因素或方法 147 00:06:51,560 --> 00:06:54,186 可以让人更好地识别东西 148 00:06:54,186 --> 00:06:56,600 并花时间去做,而不是忽视它? 149 00:06:56,600 --> 00:06:57,830 有时我认为这很有帮助 150 00:06:57,830 --> 00:06:59,478 如果你试图说服某人 151 00:06:59,478 --> 00:07:01,247 你有一些有用的东西要说 152 00:07:01,900 --> 00:07:04,176 而他们可能不会说你的语言 153 00:07:04,894 --> 00:07:06,761 那么你可能需要学习他们的语言 154 00:07:06,761 --> 00:07:07,910 是的,完全正确 155 00:07:07,910 --> 00:07:11,736 我们对 Don 就是如此 我们想出了办法-- 156 00:07:11,736 --> 00:07:14,052 我记得我们很难跟 Don 157 00:07:14,052 --> 00:07:16,058 解释排除限制 158 00:07:17,430 --> 00:07:18,993 也许是正确的 159 00:07:19,804 --> 00:07:21,948 Guido 和我最终发现 160 00:07:21,948 --> 00:07:24,420 它的表述不是很清楚 161 00:07:25,400 --> 00:07:27,450 我们想出了 162 00:07:27,450 --> 00:07:29,316 对我们三个人都有用的一种方法 163 00:07:29,316 --> 00:07:32,218 在潜在的结果框架中做到这一点 164 00:07:32,218 --> 00:07:33,419 是的 165 00:07:33,419 --> 00:07:35,454 它适用于更大的文学作品 166 00:07:35,454 --> 00:07:37,639 但我认为你所说的完全正确 167 00:07:37,639 --> 00:07:40,860 你需要想办法,而不是只会说 168 00:07:40,860 --> 00:07:43,894 “好吧,我会这种语言,效果很好, 169 00:07:43,894 --> 00:07:45,900 我必须说服其他人也使用这一种语言。” 170 00:07:45,900 --> 00:07:48,188 你可以先弄清楚 他们使用的是什么语言 171 00:07:48,680 --> 00:07:51,028 然后,只有这样,你才能试着说 172 00:07:51,028 --> 00:07:53,140 “好吧,但你现在是这样想的。” 173 00:07:53,140 --> 00:07:56,880 但这实际上是一件相当困难的事 174 00:07:56,880 --> 00:07:59,098 你从不同学科找人 175 00:07:59,098 --> 00:08:02,405 说服他们,不同部门的两个初级教师 176 00:08:02,405 --> 00:08:04,366 实际上有话要对你说-- 177 00:08:04,596 --> 00:08:06,516 这需要付出相当大的努力 178 00:08:07,500 --> 00:08:09,782 是的,我给 Don 写了很多次信 179 00:08:10,420 --> 00:08:11,868 都是相当长的內容 180 00:08:11,868 --> 00:08:13,805 我记得我认为这是值得的 181 00:08:14,600 --> 00:08:16,006 如果我能说服 Don 182 00:08:16,780 --> 00:08:19,444 那将在一定程度上验证框架 183 00:08:20,300 --> 00:08:22,522 我认为你和 Don 184 00:08:22,522 --> 00:08:25,000 都更有信​​心你是对的 185 00:08:25,000 --> 00:08:26,438 我们过去经常争论 186 00:08:26,438 --> 00:08:28,320 你有时会评判 187 00:08:28,320 --> 00:08:29,500 188 00:08:29,800 --> 00:08:30,800 有趣 189 00:08:32,760 --> 00:08:34,125 不伤人的 190 00:08:35,200 --> 00:08:37,492 我记得有次变得有点暴躁 191 00:08:37,935 --> 00:08:39,606 192 00:08:40,600 --> 00:08:44,077 193 00:08:44,930 --> 00:08:47,430 194 00:08:47,430 --> 00:08:49,761 195 00:08:49,761 --> 00:08:53,500 196 00:08:54,500 --> 00:08:56,936 197 00:08:56,936 --> 00:08:58,800 198 00:08:58,800 --> 00:08:59,800 199 00:08:59,800 --> 00:09:01,530 200 00:09:01,530 --> 00:09:03,230 201 00:09:03,230 --> 00:09:05,743 202 00:09:06,300 --> 00:09:08,520 203 00:09:08,520 --> 00:09:09,791 204 00:09:09,791 --> 00:09:12,008 205 00:09:12,008 --> 00:09:13,225 206 00:09:13,225 --> 00:09:15,400 207 00:09:15,400 --> 00:09:17,860 208 00:09:18,690 --> 00:09:20,096 209 00:09:20,096 --> 00:09:21,365 210 00:09:22,030 --> 00:09:23,375 211 00:09:24,860 --> 00:09:26,595 212 00:09:26,595 --> 00:09:29,943 213 00:09:30,190 --> 00:09:33,460 214 00:09:33,460 --> 00:09:35,230 215 00:09:35,230 --> 00:09:37,000 216 00:09:37,000 --> 00:09:38,310 217 00:09:38,310 --> 00:09:39,720 218 00:09:39,720 --> 00:09:41,958 219 00:09:42,630 --> 00:09:46,000 220 00:09:46,400 --> 00:09:47,500 221 00:09:48,671 --> 00:09:50,245 222 00:09:50,245 --> 00:09:53,348 223 00:09:53,348 --> 00:09:56,435 224 00:09:57,200 --> 00:09:59,736 225 00:10:00,196 --> 00:10:01,376 226 00:10:01,376 --> 00:10:03,410 227 00:10:03,410 --> 00:10:04,583 228 00:10:05,000 --> 00:10:07,000 229 00:10:07,000 --> 00:10:08,460 230 00:10:08,460 --> 00:10:09,560 231 00:10:09,560 --> 00:10:11,100 232 00:10:11,100 --> 00:10:12,498 233 00:10:12,498 --> 00:10:15,143 若您想观看其他的诺贝尔对谈视频 234 00:10:15,143 --> 00:10:16,207 请单击此处 235 00:10:16,207 --> 00:10:18,409 或者,如果您想了解 计量经济学的更多相关信息 236 00:10:18,640 --> 00:10:21,240 请查看 Josh 的 Mastering Econometrics 系列视频 237 00:10:21,800 --> 00:10:24,540 如果您想了解更多关于 Guido、Josh 和 Isaiah 的信息 238 00:10:24,860 --> 00:10:26,502 请查看说明中的链接