

#1225
Mentioned in 25 episodes
Irrational Exuberance
Book •
In this book, Robert J. Shiller examines the forces that drive market volatility, including cultural, psychological, and structural factors.
He discusses how events such as technological advancements and demographic changes can precipitate market bubbles, and how these bubbles are reinforced by media coverage and 'new era' economic thinking.
The book also explores psychological anchors and herd behavior, as well as attempts to rationalize market exuberance through theories like efficient markets and random walks.
Shiller provides prescriptions for policy changes and investor strategies to mitigate the effects of speculative volatility.
He discusses how events such as technological advancements and demographic changes can precipitate market bubbles, and how these bubbles are reinforced by media coverage and 'new era' economic thinking.
The book also explores psychological anchors and herd behavior, as well as attempts to rationalize market exuberance through theories like efficient markets and random walks.
Shiller provides prescriptions for policy changes and investor strategies to mitigate the effects of speculative volatility.
Mentioned by

















Mentioned in 25 episodes
Mentioned by 

when describing how speculative bubbles are destined to pop.


Scott Galloway

258 snips
No Mercy / No Malice: How Does the End Begin?
Mentioned by Alan Greenspan, referring to his speech which was prescient but he didn't act on it.

170 snips
Raghuram Rajan on Surging Gold and Growing Risks to Financial Stability
Mentioned by ![undefined]()

as the famous book where Bob Shiller used the Campbell-Shiller cape.

John Campbell

99 snips
This indicator hasn’t flashed this red since the dot-com bubble
Mentioned as the author of the CAPE measure by Robert Shiller, which is used to gauge market valuation.

88 snips
So You’ve Decided to Time the Market…
Mentioned by ![undefined]()

to explain the origin of bubbles with the beginning of media.

Luigi Zingales

59 snips
Why Cliff Asness Believes Markets Are Getting Dumber
Citato come un libro pubblicato all'inizio del 2000, durante la bolla dot-com.

58 snips
256. Le Bolle sono più rare di quel che pensi (e perché il mercato può ancora salire)
Mentioned by 

when explaining Robert Shiller's Nobel Prize-winning work on excessive market volatility.


Dan Rasmussen

58 snips
Best of: The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps
Mentioned by 

as an upcoming guest on the podcast and author of a book on irrational exuberance.


William Green

38 snips
RWH015: Betting Better in Markets & Life w/ Annie Duke
Read by 

, who notes that the author would be a dream guest for the podcast.


Scott Trench

36 snips
4% Rule Creator Bill Bengen Reveals His NEW 5% Retirement Strategy
Mentioned by 

as one of his published books.


Barry Ritholtz

35 snips
Masters in Business: Yale Professor Robert Shiller (Audio)
Mentioned by ![undefined]()

in reference to the author's worry about the next economic bubble.

Justin Malek

28 snips
3760: Sangfroid: The Art of Being Cool Under Pressure (and Success) by Ryan Holiday on How to Be More Composed
Mentioned by 

when discussing behavioral finance pioneers.


Barry Ritholtz

24 snips
Advancing Behavioral Economics with Colin Camerer
Mentioned by Matt Bevin as a book published by Yale University economist Robert Schiller.

16 snips
Is the AI bubble too big to burst?
Menzionato nel contesto della discussione sulle bolle e le interpretazioni comportamentali della finanza, in contrapposizione alla teoria di Fama.

16 snips
172. 4 Lezioni sulla Finanza da Premio Nobel
Mentioned by ![undefined]()

as a book written by Robert Shiller.

Jason Draho

13 snips
How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)
Mentioned by ![undefined]()

when referencing Alan Greenspan and his coining of the term “irrational exuberance”.

Jeffrey Funk

12 snips
Dr Jeffrey Funk: The AI Bubble will end in financial catastrophe
Mentioned by 

, who titled a presentation, Irrational Exuberance 3.0, based on his work after rereading it.


Scott Trench

If No One Follows the 4% Rule, What IS the Right Withdrawal Rate?
Mentioned by ![undefined]()

as a reference on speculative bubbles and irrational behavior in markets.

Steve Hanke

Economy On Verge Of Crisis, Warning Signs Flash Red | Steve Hanke
Mentioned by ![undefined]()

in relation to Alan Greenspan and the expression 'irrational exuberance'.

Harald Magnus Andreassen

Ness 274 med Harald Magnus Andreassen – USA mot Kina – kampen om verdenshegemoniet
Mentioned by 

as a blockbuster bestseller.


William Green

RWH012: Fear the Fed w/ Jim Grant



