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How I work

AI & data methods, applied to finance with rigor.

The toolkit behind my research — granular retail trading data, textual analysis, and natural experiments — and how I bring it to classrooms, conferences, and conversations about what AI means for finance.

01 — The toolkit

Methods I bring to research and practice.

01

Retail Trading & Options Data

Granular data on retail investor activity in equity and crypto options — order flow, volume, and pricing — to understand how the Robinhood era of trading actually moves markets.

Options DataOrder FlowMarket Microstructure
02

Textual Analysis, NLP & LLMs

Extracting signal from what investors say — including a grant-funded project mapping the retail trader lexicon on Reddit and its market impacts, using modern NLP and language models.

NLPLLMsSocial Media Data
03

Causal & Econometric Inference

Natural experiments and careful identification — from India's crypto ban to the 2024 U.S. election — so conclusions about markets hold up beyond mere correlation.

Natural ExperimentsPanel DataIdentification
04

AI in Teaching & Practice

Helping students and professionals think well alongside AI — the subject of my symposium workshop "AI as a Teammate, not a Tool" — and putting AI to work in the research process itself.

PedagogyWorkshopsApplied AI
02 — Talks & presentations

Recent conference presentations & workshops.

Workshop

AI as a Teammate, not a Tool: Helping Students Think Better in an AI World

Texas State University's AI in Teaching & Learning Symposium.

Mar 2026San Marcos, TX
Conference

Halo Effects in Asset Prices: Evidence from Televised Business Pitches

35th European Financial Management Association Conference.

Jun 2026Kristiansand, Norway
Conference

Do Retail Traders Gamble on Stock Options?

Southern Finance Association & Financial Management Association annual meetings.

Oct–Nov 2025Vancouver & Orlando
Conference

Hedging the Hype: How Robinhood Traders Distort Option Prices

14th International Conference of the Financial Engineering and Banking Society.

Jun 2025Montpellier, France
Conference

Director Characteristics and the Advisory Role of Boards: Evidence from REITs

European Real Estate Society, American Real Estate Society & Southern Finance Association meetings.

2024–25Athens · Orlando · Palm Beach
Conference

Charming! Retail Call Option Volume and Delta Hedging Effects on Equity Pricing

FMA & SFA annual meetings — nominated for Best Paper in Investments at FMA 2023.

Oct–Nov 2023Chicago · Fajardo
03 — Work with me

Bring rigorous AI thinking to your team or stage.

I speak to academic and professional audiences about AI in finance and education — what the methods can really do, where they break, and how to use them with judgment. Open to talks, workshops, and research collaborations.

01

Talks & Seminars

Substantive sessions on retail trading, crypto markets, and AI in finance for conferences, seminars, and professional audiences.

02

Workshops on AI & Teaching

Hands-on sessions for educators and teams on working with AI as a teammate — building judgment, not just prompts.

03

Research Collaboration

Co-authorship and data partnerships on retail investor behavior, options markets, crypto adoption, and textual analysis.

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04 — Contact

Let's talk.

Tell me about your conference, classroom, or research idea — and what you're hoping to get out of it. I'll reply personally.