#2462
Mentioned in 11 episodes

Narrative Economics

How Stories Go Viral and Drive Major Economic Events
Book • 2019
In this book, Robert J. Shiller argues that economic events are significantly driven by contagious narratives or stories that spread among the public.

He contends that these narratives, whether true or false, can go viral and impact economic decisions, such as investments, spending, and saving.

Shiller uses historical examples, including stock market crashes, the rise and fall of Bitcoin, and the Great Depression, to illustrate how these narratives shape economic outcomes.

He advocates for incorporating the study of these narratives into economic analysis to better predict and mitigate financial crises and other major economic events.

Mentioned by

Mentioned in 11 episodes

Mentioned by
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Benjamin Felix
when discussing how narratives affect asset prices.
164 snips
Episode 353 – AMA #5
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Emad Mostaque
in the context of storytelling and its impact on society.
94 snips
Humanoid Robots, the Job Market & Mass Automation - The Current State of AI w/ Emad Mostaque | EP #114
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Tomasz Tunguz
when discussing narrative economics and market cycles.
59 snips
Bottom of the first: A veteran VC’s take on the AI landscape
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J. David Stein
to explain how economic fluctuations are driven by narratives.
30 snips
Is the Rest of the World Selling America?
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Guy Spier
when discussing narrative economics and its impact on investment decisions.
29 snips
Guy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons
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Paul Donovan
as a relevant book for understanding narrative economics.
25 snips
GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan
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Dan Rasmussen
when discussing narratives and their influence on market events.
22 snips
#44 The Think Tank Manager
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Steve Hou
in the context of market narratives and how they influence short-term price movements.
21 snips
How The Treasury Decides Where To Borrow | Steve Hou on Maturity Issuance Policies of U.S. Treasury and Equity Index Construction
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Matt Mir
as illustrating how economics can be influenced by media-driven narratives.
14 snips
Warren Buffett Sounds Off on Real Estate
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Kirk Spano
to explain how markets react to narratives and why narratives drive bad decision making.
11 snips
Kirk Spano on bitcoin, options selling and a choppy 2025
Recommended by
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Jesse Walden
to understand how narratives drive economic outcomes, using Bitcoin as an example.
The Future of Crypto: Stablecoins, AI Integration, and the Path to Mass Adoption | Jesse Walden (Founder and Managing Partner at Variant)
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Jim Rickards
when discussing the psychological impact on the economy.
Jim Rickards: Will Trump Save the Economy and Drain the Swamp?
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Jim Rickards
in the context of creating a narrative to explain complex topics.
The Best of Hedgeye: Jim Rickards → Global Chaos Ahead. Buckle Up.
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Chris Naghibi
as a book on how narrative drives the stock market.
The Fragile Mirage of Economic Recovery
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Martyna Linartas
as a book by Robert Shiller, which led to a shift towards focusing on narratives in economic questions.
#69 - Martyna Linartas und die Narrative zu Vermögensungleichheit und Erbschaftssteuer
Mentioned by Steve Hanke while discussing narratives in economics.
The Best of Hedgeye: Steve Hanke → Inflation Tsunami: Investing During A Rising Inflationary Tide
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Ted Seides
in the context of economic narratives and investing.
TIP343: How to Invest like the Best w/ Ted Seides
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Russ Roberts
as the subject of today's conversation.
Robert Shiller on Narrative Economics
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Kirk Spano
as an important book for investors to understand how markets react to narratives.
Room for disappointments in 2025 and into 2026

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