Narrative Economics

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by Robert J Shiller


  economic policy. See policy

  economics profession: behind other disciplines in attention to narratives, 12–13, 13f; events as natural experiments in, 72–73; potential of collaborative research for, 17, 302n1

  economic stimulus: Keynes and Samuelson on effects of, 27–28; in Republican policy of 1920s, 189; stimulate the economy as phrase in late twentieth century, 50–51

  economic strength, perception of, 272

  education, narrative-centered learning in, 77–78

  efficiency experts, 184

  Eichengreen, Barry, 133, 172

  Einstein, Albert, 192, 199

  Eisenhower, Dwight, 261

  electric dollars, 193

  electronic brain, 195

  Elliott, Catherine S., 281

  elliptic curve digital signature algorithm, 5, 9

  emotions: affect heuristic and, 67, 233; Bitcoin epidemic and, 5–6; in construction of narratives, 65; of financial panics, 115; flashbulb memory and, 80–81, 307n13; of gold standard debate, 160, 172; Harding’s references to normalcy and, 244; historians’ explanatory use of, 14; in housing boom of 1997–2006, 217; perceptions of people’s reactions to story and, 64; profiteer narratives and, 247, 249; in quantitative study of narratives, 287; in response to narratives, xi, 35, 54; revealed in stories, 79; risk assessment and, 67; studied in economics without being partisan, 279; underconsumption narrative during Depression and, 188. See also anger about inflation; anger at businesspeople; anger at oil crisis of 1970s; fear

  The Engineers and the Price System (Veblen), 193

  entrepreneurship: cryptocurrencies and, 4, 92; labor-saving machinery narrative and, 209; Reagan policies and, 52

  The Epic of America (Adams), 151

  epidemic curve, 18–24, 19f, 22f, 289–93, 291f

  epidemics of diseases: AIDS, 24; co-epidemics with narratives, 23; recurrence and mutation of, 108; repeats of variants of, 271; size of, 292–93. See also Ebola epidemics; influenza; Kermack-McKendrick SIR model

  epidemics of economic narratives: on automation, 199–200; on bimetallism, 22–23, 22f; on Bitcoin, 22–23, 22f; co-epidemics of diseases with narratives, 23; co-epidemics of narratives, 294–95, 322n9; on cost-push inflation, 258, 259f; on electronic brain, 195; forecasting and, xi, 295, 322n9; of “going viral” and “trending now,” x; on housing market, 227; on leading indicators, 125; medical model and, 21–23, 22f, 292; not heard by everyone in the population, 292; on profiteer, 241–42, 243f; random events affecting, 75; repeats of, with unpredictable timing, 271; self-fulfilling prophecies and, 74; sizes and time frames of, 88–89, 292–93; on technological unemployment, 183–85, 294, 295; with varying contagion rates and recovery rates, 295; volatility and, 5; on wage-price spiral, 258, 259f. See also compartmental models of epidemics; Kermack-McKendrick SIR model; viral narratives

  epidemics of narratives: random events affecting, 40, 99–100; recognized since ancient times, 58–60. See also epidemics of economic narratives; viral narratives

  epidemiology, insights from, xviii, 14, 17, 23–24, 277, 289

  Escalas, Jennifer Edson, 77

  “Every day in every way I get better and better,” 121

  The Evolution of Beauty (Prum), 65

  excess profits, 242

  excess profits tax, of US during World War I, 249, 265

  exogenous shocks to economy, 73, 75–76

  expectations, and representativeness heuristic, 66–67

  extraordinary popular delusions, 59, 119

  Facebook, meme quickly going viral on, 88

  fact-checking websites, 85, 96

  fair wage-effort hypothesis, 250

  fair wage narratives, 249–50

  fake news, 84–85, 273

  fake wrestling matches, 84–85

  Falk, Emily B., 54

  false narratives, 95–97

  family circle, literature read aloud in, 274

  Famous First Bubbles (Garber), 5

  famous people: patterns of mentions in books, 24. See also celebrities

  Farmer, Roger E. A., 74

  farmers: impact of gold standard on, 157–58, 161, 163; labor-saving machinery and, 176–77, 183, 185, 187, 209

  farmland: earlier real estate talk centered on, 212; as speculative investment, 213, 214

  Farnam, Henry W., 72–73

  fear: of automation, 196; brain structures involved in, 56–58; changing economic behavior years after relevant narrative, 109; extended to unrelated events, 67; false narratives and, 95; in financial crises, 55–58; during Great Depression, 109, 127–28, 141; of human irrelevance, 208; identified as cause of Great Depression, 132; of machines replacing jobs, 175; “of fear itself,” 128; Roosevelt’s exhortations about, 128, 129; suicides after crash of 1929 and, 233; technocracy movement leading to, 194. See also panic

  Federal Reserve: cause of Great Depression and, 132–33; Consumer Expenditure Survey of, 282; control of inflation and, 262; creation of, 111, 117; J. P. Morgan and, 111, 117–18; warning about speculation in 1929, 126

  Federal Reserve Act of 1913, 117

  feedback loops: 1930s-style models of, 287; between postponing consumption and job loss, 144–45; of prices in speculative bubbles, 216–17

  Feelings in History (MacMullen), 14

  Ferguson, Hill, 219

  Festinger, Leon, 218

  fiat money, 156

  fiction, xii, 16. See also novels

  films: less luxurious during the Depression, 142; predicting the success of, 41–42

  finance, lagging in attention to narratives, 13f

  financial advisers, automated, 275

  financial crises, 55–56, 86. See also bank runs; world financial crisis of 2007–9

  financial panic narrative, 114, 115, 116f; crowd psychology and, 119–20, 120f; frequency of appearance of five major occurrences, 118f; J. P. Morgan and, 117–18; nineteenth-century worldviews and, 116–17; rekindled in 2007 in United Kingdom, 119. See also panic

  “fire in a crowded theater” narrative, 127, 129

  fiscal policy, motivations of, 281

  Fisher, Irving, 75–76, 128, 247, 266

  Fisher, R. A., 65

  Fisherian runaway, 65

  flashbulb memory, 80–83, 307n13; of stock market crash of 1929, 233; of stock market crash of 1987, 233

  flipping, 223–24

  Florida land boom of 1920s, 214, 215, 220–21

  flu epidemics. See influenza

  fMRI (functional magnetic resonance imaging): of brain activation by analogy and metaphor, 17; of sharing content in form of stories, 54

  focused interviews, as research tools, 281

  focus groups, 282–84

  folklore studies, 15, 16

  forecasting. See economic forecasting

  forgetting, in epidemic model, x, 25, 296. See also memory

  forgetting rates: differences in, 89; effect of slight changes in, 40; lowered by identified personality, 100; lowered by symbols or rituals, 62; lowered by visual detail, 45, 46. See also recovery rates

  The Forgotten Depression (Grant), 242, 251

  formula stories, 16

  Forster, E. M., 181

  founding-father story, 15

  The Fountainhead (Rand), 50

  framing, 66

  free markets: forgotten nineteenth-century advocate of, 110; George’s Progress and Poverty on, 111; inflation and, 263; twentieth-century narratives about, xii, 50–51

  Free Men and Free Markets (Theobald), 210

  Free Silver movement. See Silverites

  Friedman, Irving S., 262, 263

  Friedman, Milton, 73, 132–33, 307n3

  “From each according to his ability, to each according to his needs,” 102

  frugality narratives: American Dream narrative in contradiction to, 155; in Great Depression, 136–37, 142–43, 252; in Japan after 1990, 150

  Galbraith, John Kenneth, 233

  Gallup, George, 118–19

  Gallup Data Collection, 284


  gambling culture, and booming stock market, 29

  Garber, Peter, 5

  Garrett, Geoffrey, 299

  GDP data, limited value of, 74–75

  GDP growth in US: not successfully forecast, xiv, 301n5. See also economic growth

  The General Theory of Employment, Interest, and Money (Keynes), 27

  geographic pattern of spread, of economic narratives, 296, 299

  George, Henry, 111, 178–79, 188, 209, 310n1

  Germany: hyperinflation after World War I, 247, 266; reparations from World War I and, xvii–xviii

  Glass, Carter, 191

  Gödel, Escher, Bach (Hofstadter), 47

  Goetzmann, William, 67

  “going viral”: appearing in newspapers around 2009, x; mathematical model of epidemic and, 293. See also viral narratives

  gold: fears and rumors about, at start of World War I, 94; mystique about, 157; public perception of value in, 5; seen as safest investment, xii; spiritual significance of, 165; still held by central banks, 156–57

  gold bugs, 163–64

  Goldman, William, 41

  gold standard: adoption in US, 166; defined, 156; eighteenth-century origins of, 166; end of, 156, 172–73; impact on farmers, 157–58, 161, 163; length of Great Depression and, 132; meaning “the best,” 158. See also bimetallism

  Gold Standard Act of 1900, 157, 312n10

  gold standard narrative: morality and rectitude represented in, 172; somewhat active today, 156; symbolism in congressional debate and, 165–66; two separate epidemics of, 158–59, 159f, 166; Wizard of Oz and, 171–72, 313n29

  Google Ngrams, x, xiii; imperfect for narrative research, 280–81

  Google’s “OK Google,” 207

  Grais, R. F., 294

  grand narrative, 92

  Grant, James, 242, 251

  Grant, Ulysses S., 157

  The Grapes of Wrath (Steinbeck), 131

  The Great Crash, 1929 (Galbraith), 233

  Great Depression of 1930s, 111–12; angry narratives in, 239; bimetallism epidemic during, 23; blamed on loss of confidence, 130; blamed on “reckless talk” by opinion leaders, 127; confidence narratives in, 114, 122; consumption demand reduced after, 307n3; crowd psychology and suggestibility in understanding of, 120; deportation of Mexican Americans during, 190; depression of 1920–21 and, 243, 251–53; difficulty of cutting wages during, 251–52; Dust Bowl and, 130–31; fair wage narrative during, 250; family morale during, 138–39; fear during, 109, 127–28, 141; flu epidemic of 1918 mirroring trajectory of, 108; frequency of appearance of the term, 133, 134f; frugality and compassion in, 135, 136–37, 140–43, 252; gold standard narrative during, 158–59; labor-saving machinery and, 174; lists of causes created at the time, 129–30; modern theories about causes of, 132–33; modesty narrative during, 135, 136–37, 139, 142–45, 147–48, 150; narratives after 2007–9 crisis and, 95; narratives focused on scarcity during, 129; narratives illuminating causes of, ix–x; not called “Great Depression” at the time, 133–34; not forecast by economists, xiv; ordinary people’s talking about, 90–91; photos providing memory of, 131; prolonged by avoidance of consumption, 139, 142, 144–46; as record-holder of economic downturns, 112; revulsion against excesses of 1920s during, 235–36; robot tax discussed during, 209; seen as stampede or panic, 128; technocracy movement and, 193–94; technological unemployment narrative and, 183, 184; today’s downturns seen through narratives of, 134–35, 264; underconsumption narrative during, 188–90; women’s writing about concerns during, 137–40, 145–46

  The Great Illusion (Angell), 95

  Great Recession of 1973–75, 112

  Great Recession of 1980–82, 112

  Great Recession of 2007–9, 112; bank failures as key narratives in, 132; fear about intelligent machines and, 273; fueled by real estate narratives, 212; predicted by few economists, xiv; rapid drop in confidence during, 272

  Great Society, 50

  Greenspan, Alan, 227

  Gresham’s Law, and bimetallism, 169, 313n27

  hacker ethic, 7

  The Hacker Ethic and the Spirit of the Information Age (Himanen), 7

  Hackett, Catherine, 140, 253–54

  Halley, Edmund, 124

  “Happy Birthday to You” (song), 97–100

  Harari, Yuval Noah, 208

  Harding, Warren, 244–45

  “hard times,” 134

  Hard Times: An Oral History of the Great Depression (Terkel), 234

  Harris, Sidney J., 263

  Harvey, William Hope, 161, 162, 312n10

  Hazlitt, Henry, 247

  “Heads I win, tails you lose,” 110

  health interventions, narrative presentation of, 78

  Heathcote, Jonathan, 214

  Heffetz, Ori, 144

  Hepburn, Katharine, 201

  Hero of Alexandria, 175

  Hicks, John, 24, 26

  Hill, Napoleon, 121–22

  Himanen, Pekka, 7

  historical databases, 279; of letters and diaries, 285

  historical scholarship: compared with historical novel, 79; economics learning from, 78; use of narrative by, 14, 37

  Hitler, Adolf, 122, 142, 195

  HIV (human immune deficiency virus), 24; coinfective with tuberculosis, 294–95

  Hoar, George Frisbie, 178

  Hoffa, Jimmy, 260

  Hofstadter, Douglas R., 47

  Hofstadter, Richard, 36

  Hollande, François, 151

  Holmes, Oliver Wendell, Jr., 127

  Holtby, Winifred, 140

  homeownership: advantages over renting, 223, 317n18; advertising promotions for, 219–20; American Dream narrative and, 154–55; condominium conversion boom and, 223–24; seen as investment by many buyers, 226–27

  home price indexes, 97, 215–16, 222

  home price narratives, 215–17; declining by 2012, 227; fueling a speculative boom, 217–18, 222, 223–24

  home prices: available on the Internet, 218; construction costs and, 215, 317n6; falling dramatically with financial crisis of 2007–9, 223; only going up, xii; price of land and, 215; ProQuest references to, 213–14, 216; rising again from 2012 to 2018, 223, 225; social comparison and, 218, 220; supply of housing and, 222; supply of land and, 221–22; surge leading up to financial crisis of 2007–9, 222–23. See also housing booms

  Homer, 174, 314n1

  honesty: economic narratives about, 101; phishing equilibrium and, 61

  Hoover, Herbert, 90, 91, 138, 188–89, 191, 253

  Hooverville, 131

  hormonal response to narratives, 54–55

  House Lust (McGinn), 217–18

  housing booms: from 2012 to 2018 and continuing, 223; conspicuous consumption and, 225; feedback loop of prices in, 216–17; fueled by home price narratives, 217–18, 222, 223–24; as investment in land rather than structure, 221, 223; peak in 2005 predicted by few economists, xiv; record-setting boom of 1997–2006, 217; world financial crisis of 2007–9 and, 154, 155, 217, 222–23, 226, 227. See also home prices; real estate boom in 2000s

  “housing bubble”: Internet searches for, 226, 226f; looking beyond headlines and statistics, 238; stories found by ProQuest in 2005, 227. See also housing booms

  housing market: narratives about, before 2007–9 financial crisis, 227; speculative bubbles in, 216–17; surveys of US homebuyers in, 285–86; today’s status of, 226–27

  Howard, Milford, Wriarson, 166

  Hull, Clark, 195

  human interest of economic narratives: added by celebrities, xii, 100–102, 153; impact on events and, 77; many dimensions of, 79–80

  human interest of stories, 32

  human tragedy narratives in Great Depression, 137, 141

  Hume, David, 58, 71

  hyperinflation in Germany after World War I, 247, 266

  hypnosis narrative, 122

  ICOs (initial coin offerings), 76

  identity economics, xxi

  “I Have a Dream” speech (King), 153–54

&nb
sp; Iliad (Homer), 174, 314n1

  immunity to disease, 20, 289

  Index of Consumer Sentiment, 119

  Industrial Revolution: labor-saving machinery narrative and, 9; narratives about confidence and, 114; real estate narratives and, 212; as term introduced in nineteenth century, 175

  inequality: artificial intelligence narrative and, 273; Bitcoin and fear of, 8–9; burgeoning public attention to, 210–11; decline in modesty narrative and, 150; George’s Progress and Poverty on, 111, 178–79; labor-saving machinery and, 178–79, 180; opposition to gold standard and, 166; origins of the boycott and, 240

  infectives in an epidemic, 23, 289; declining contagion rate and, 296

  inflation: anger about, 239, 245, 247, 263–64, 265–66; central bank role in control of, 261, 262; cost-push inflation, 258–59, 259f, 260; demand-pull inflation, 258; economic growth and, 319n10; economists’ views of, in 1997 study, 263, 264; highest in US from 1973 to 1981, 262; hyperinflation in Germany after World War I, 247, 266; as negative terminology, 172–73; public views of, in 1997 study, 263–64; runaway US inflation of 1970s, 256; sources of evil blamed for, 263, 266; stock market response to decline in, 29; unusually tame now, 266; wage-price spiral narrative and, 258–62; during wars, 265–66; after World War I, 243–49, 250; after World War II, 255–56

  Inflation: A World-Wide Disaster (Friedman), 262

  inflation targeting, 261, 262

  influencer marketing, 274–75

  influenza: new forms and new epidemics of, 271; pandemic of 1918, 108, 198, 252; SEIR model of epidemics of, 294

  information cascades, 300

  information technology: changing contagion rates and recovery rates, 273–75; communication of stories through, xviii; history of inventions in, 273; for research in narrative economics, 279. See also Internet; search engines

 

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