

#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.
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.
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Mentioned in 11 episodes
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when discussing how narratives affect asset prices.

Benjamin Felix

164 snips
Episode 353 – AMA #5
Mentioned by 

in the context of storytelling and its impact on society.


Emad Mostaque

94 snips
Humanoid Robots, the Job Market & Mass Automation - The Current State of AI w/ Emad Mostaque | EP #114
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when discussing narrative economics and market cycles.


Tomasz Tunguz

59 snips
Bottom of the first: A veteran VC’s take on the AI landscape
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to explain how economic fluctuations are driven by narratives.

J. David Stein

30 snips
Is the Rest of the World Selling America?
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when discussing narrative economics and its impact on investment decisions.


Guy Spier

29 snips
Guy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical Lessons
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as a relevant book for understanding narrative economics.


Paul Donovan

25 snips
GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan
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when discussing narratives and their influence on market events.


Dan Rasmussen

22 snips
#44 The Think Tank Manager
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in the context of market narratives and how they influence short-term price movements.

Steve Hou

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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as illustrating how economics can be influenced by media-driven narratives.

Matt Mir

14 snips
Warren Buffett Sounds Off on Real Estate
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to explain how markets react to narratives and why narratives drive bad decision making.


Kirk Spano

11 snips
Kirk Spano on bitcoin, options selling and a choppy 2025
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to understand how narratives drive economic outcomes, using Bitcoin as an example.

Jesse Walden

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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when discussing the psychological impact on the economy.


Jim Rickards

Jim Rickards: Will Trump Save the Economy and Drain the Swamp?
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in the context of creating a narrative to explain complex topics.

Jim Rickards

The Best of Hedgeye: Jim Rickards → Global Chaos Ahead. Buckle Up.
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as a book on how narrative drives the stock market.

Chris Naghibi

The Fragile Mirage of Economic Recovery
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as a book by Robert Shiller, which led to a shift towards focusing on narratives in economic questions.


Martyna Linartas

#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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in the context of economic narratives and investing.


Ted Seides

TIP343: How to Invest like the Best w/ Ted Seides
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as the subject of today's conversation.


Russ Roberts

Robert Shiller on Narrative Economics
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as an important book for investors to understand how markets react to narratives.


Kirk Spano

Room for disappointments in 2025 and into 2026