Narrative Economics

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Narrative Economics Page 43

by Robert J Shiller


  initial coin offerings (ICOs), 76

  initial public offerings (IPOs), flipping of, 224

  interest rates: central bank changes of, xvi; expectations of future rates, 55–56; of limited value in understanding economic events, 74–75; no proven record of forecasting of, 55; wage-price spiral narrative and, 260

  international economic narratives, 110

  International Monetary Fund, xiv

  International Social Survey Program, 282

  Internet: changes in contagion caused by, 273, 297; cooperation using new technology and, 7; fear of automation at beginning of, 205; home price narrative and, 218; narrative of computer power launched by, 206; phrase “going viral” in relation to, x; SIRS model for memes on, 297–98; views or likes on, x. See also dot-com boom; search engines; social media

  Internet trolls, 67

  interviews as research tools, 281–82

  inventions, obvious but not adopted, 38–39

  investment: fear-related brain circuitry and, 57–58; Keynes on decisions involved in, xvi, 63–64; labor-saving machinery narrative and, 209; profitable for some during World War I, 94. See also stock market

  investment managers, stories told by, 15

  irrational exuberance: exogenous effect on economy, 76; Greenspan on 1996 stock market and, 227

  Irrational Exuberance (Shiller), 29

  Isaacson, Walter, 208

  IS-LM model, 24–26, 27f

  Jackendoff, Ray, 35

  James, William, 121

  Japan: “lost decades” of 1990s and beyond, 95, 150

  Jenkins, Gwilym, 295

  Jevons, William Stanley, 73–74

  jigsaw puzzle craze, 148–49

  Jobs, Steve, 208–9

  Johnson, Lyndon, 50, 202

  Johnson, Mark, 17

  Jones, John P., 165

  Jung, Carl, 15

  Kahneman, Daniel, 66

  Kasparov, Garry, 36

  Katona, George, 66, 119

  Katz, Elihu, 297

  kayfabe, 84

  keep-up-with-the-Joneses narrative, 136

  Kempton, Murray, 230–31

  Kendall, David G., 296

  Kendall, Patricia L., 281

  Kennedy, John F., 236, 307n13

  Kennedy, Joseph, 236–37

  Kennedy, Robert F., 260

  Kermack-McKendrick SIR model, 289–93, 291f; chaotic solutions of, 299–300; information cascades and, 300; investment decisions and, 299; still workable for idea epidemics, 298; variations on, 293–98. See also compartmental models of epidemics

  Keynes, John Maynard: animal spirits and, 138; “beauty contest” metaphor of, 63–64; business confidence and, xvi; consequences of Versailles treaty and, xvii–xviii, 26; current consumption and current income according to, 307n3; gold standard narrative and, 172, 173; IS-LM model and, 25–26; on stimulus leading to economic boom, 27–28

  Kim, Dasol, 67

  King, Coretta Scott, 153

  King, Martin Luther, Jr., 153–54

  Kingsley, Grace, 142

  Kiplinger, Willard Monroe, 130, 132

  Klages, Mary, 16

  Klein, Melanie, 15

  Koopmans, Tjalling, xv

  Kranton, Rachel, xxi

  Kristol, Irving, xvi–xvii

  Krock, Arthur, 90–91

  Kulik, James, 307n13

  Kydland, Finn E., 24

  labor-saving machinery narrative, 174–76, 175f; counternarrative to, 178; depression of 1873–79 and, 174, 176–78; depression of 1893–97 and, 174, 179–81; early history of, 174–76; economic decisions affected by, 209; economic effects of narrative itself, 211; fear during Great Depression and, 109; increasingly vivid before 1930, 182–86; office workplace and, 186; opportunity during dot-com boom and, 109; robots and, 181–82; underconsumption or overproduction theory and, 187–89, 191–92; unemployment and, xiv, 9, 130, 177–81, 187–88, 191–92. See also technological unemployment narrative

  labor unions: associated by public with organized crime, 260; automation and, 200, 202; boycotts used by, 241; trends in public support for, 258–59, 266, 320n2; wage cuts in depression of 1920–21 and, 249, 251; wage-price spiral and, 258–60, 261, 263, 264

  Lacoste, Jean René, 62, 63

  Laffer, Art, 42, 44–45

  Laffer curve narrative, xviii, 24, 42–47, 48, 51, 52; exogenous effect on economy, 76; impact on output and prices, 48; in supply-side economics constellation, 47–48; two epidemics in appearance of, 42, 43f

  laissez-faire narrative, in second half of twentieth century, 50

  Lakoff, George, 17

  land: federal regulation of interstate sales of, 317n15; home prices and, 215, 216; narrative about its scarcity and value, 212; not depreciating like the home, 215; as percentage of home’s value, 214, 317n5; sold as investment in undeveloped property, 220–21

  land bubbles, 213

  land speculation, 213; Florida boom of 1920s, 214, 215, 220–21; marketing of undeveloped land before Great Depression and, 220

  Lang, Fritz, 203

  Lange, Dorothea, 131

  Laughlin, J. Laurence, 312n10

  The Law of Success in 16 Lessons (Hill), 121–22

  Lazarsfeld, Paul F., 297

  leading indicators: in economic forecasting, 125, 309n10; epidemic models instead of search for, 295; narratives causing changes in, 276; underlying human behavior and, xv

  learning, narrative-centered, 77–78

  Le Bon, Gustave, 59, 119

  leveraged buyouts, 47

  Levi Strauss Company, 148

  libertarianism, and hacker ethic, 7

  Liebhold, Peter, 44

  Lincoln, Abraham, 101

  Lindgren, Astrid, 49

  Linglong’s Dingdong, 207

  linguistics and narrative, 16–17, 94–95

  Linux operating system, 7

  listening as a research method, 281

  literary studies and narrative, 15–16, 286

  Livermore, Shaw, ix

  Loftus, Elizabeth F., 78

  logos on clothing and shoes, 62–63; on blue jeans, 148

  Long, Elisa F., 295

  Lopokova, Lydia, 26

  Lorayne, Harry, 46–47

  “lost decade” story, 95, 150

  Love Is a Story (Sternberg), 79–80

  Lovejoy, E. P., 14

  Lubell, Samuel, 200

  Lucas, George, 203

  Luddite event in 1811, 174, 176

  Luddite narrative, 9, 185; in 1930s, 186–87

  Lujan, Sterlin, 6

  Machill, Marcel, 77

  machine learning, 207–8, 211

  machines replacing jobs. See labor-saving machinery narrative

  “The Machine Stops” (Forster), 181

  Mackay, Charles, 59, 119

  MacMullen, Ramsay, 14

  Malabre, Alfred L., Jr., 202

  Mallon, Mary, 20

  Mann, Dorothea Lawrence, 60

  Marden, Orison Swett, 122

  marketers: contagion rate engineered by, 60; lowering the forgetting rate, 62; profiting from narratives, xiii, 62; recurrence of narratives due to, 109–10

  marketing: with accelerated analytics, 20; appeals to patriotism in, 155; background music and, 67; bizarre mental images in, 46; book jackets and, 60–61; contagion of economic narratives and, 60–63, 297; detested by many consumers, 62; focus group methods developed for, 283; logos and, 62–63, 148; self-referencing in, 77; social media used for, 274–75; of “the news,” 61–62

  Marx, Groucho, 133

  Marx, Karl, 102

  master narrative, 92

  master plots in fiction, 16

  maximize shareholder value, 47–48

  May, John Allan, 38

  McCall, Samuel W., 168

  McCormick, Anne O’Hare, 140, 143

  McGinn, Daniel, 217–18

  McKinley, William, 163, 164, 171, 313n29

  McQuiggan, Scott W., 77–78

  Meany, George, 202

  �
��Measurement without Theory” (Koopmans), xv

  Meeker, Royal, 245

  Mellon, Andrew, 44

  Meloney, Marie, 220

  memes, 60, 88

  Memoirs of Extraordinary Popular Delusions (Mackay), 59, 119

  memory: aided by rituals and symbols, 62; aided by visual stimuli, 45, 46–47; collective, 60; contagion of narratives and, 252; fear-related brain circuitry and, 57–58; flashbulb memory, 80–83, 233, 307n13; source monitoring in, 84, 307n21. See also forgetting, in epidemic model

  Men and Machines (Chase), 185

  mentors for young people, 274

  Merrill, Charles, 167

  Merton, Robert K., 73, 198, 281

  metanarrative, 92

  metaphors, 16, 17; of economy as sick or healthy, 79

  meteorology narratives, 123

  Metropolis (film), 203

  Mexican Americans, deported during Great Depression, 190

  Michel, Jean-Baptiste, 24

  Milosz, Czeslaw, 57

  Mitchell, Wesley C., 125, 309n10

  Mitterrand, François, 42

  “modern monetary theory,” 42

  Modern Times (film), 195

  modesty narrative: absent from George and Veblen works, 310n1; in Japanese “lost decades,” 150; present decline in, 272

  modesty narrative of Great Depression: bicycle craze and, 143; blue jeans and, 147–48; conspicuous consumption and, 135, 136–37, 139, 142–45; decline in, 150

  Modigliani, Franco, 301n13

  Mokyr, Joel, 71

  Moley, Raymond, 114

  Monetary History of the United States (Friedman and Schwartz), 73, 132–33

  monetary policy: causal impact on aggregate economy, 73; studies of narratives to infer motivations of, 281; wage-price spiral narrative and, 261

  monetary system: inflation and, 262; typical American’s confusion about, 170

  monetary theory: invoked by bimetallism and Bitcoin, 22; “modern monetary theory” narrative, 42

  money narratives, 173. See also Bitcoin narrative; gold standard narrative

  money supply: gold discoveries of 1897 to 1914, 73; Great Depression and, 132–33

  moral dimensions of economic narratives, 80; abstract economic forces and, xvii; American Dream narrative and, 155; anger at business and, 239; annoyance with boycotts and, 241; concerns about labor unions and, 258; databases of sermons relevant to, 284–85; frugality during Great Depression and, 143; opposing pairs of narrative constellations and, 113; Roosevelt’s Depression fireside chat and, 129, 278; about stock market crash of 1929, 235–36; wage-price spiral narrative and, 261–62, 266

  morality in historical narrative, 37

  Morgan, J. P., 111, 115, 117–18

  Morson, Gary Saul, 16

  Mullen, Thomas, 128

  Muller, Jerry Z., 75, 306n5

  multiplier-accelerator model, 24–25, 27–28, 27f, 303n7

  music: brain structure and, 53, 54; narrative and, 35; songs that are one-hit wonders, 41–42

  Music, Language and the Brain (Patel), 35

  music market of sociology experiment, 39–40

  mutation in evolutionary theory, 64

  mutation of diseases, 108

  mutation of economic narratives, 108–9; by attaching new celebrity, 102, 108–9; on cryptocurrencies, 76; to more contagious forms, 31, 40; within narrative constellations, 86, 107; randomness in, 31, 40; of recurrent narratives, 107, 109–10, 238; self-fulfilling prophecies derived from, 74; of technological unemployment narrative, 196, 199

  mutation of narratives: “Happy Birthday to You” and, 98–99; from hypnosis to autosuggestion, 122

  Nakamoto, Satoshi, 4, 7–8, 108–9, 162, 193, 302n3, 302n8

  names attached to narratives, 94–95

  narrative economics: concept of, xi, 3; consilience and, 12; earlier use of the phrase, xi. See also economic narratives

  narrative economics research: artificial intelligence in, 276; databases to be used in, 279, 281–82, 284–85; data collection in, 276, 279–86; economic theory and, 277–79; exact methods with humanistic approach in, 271–72; future of, 275–77; quantitative methods in, 279; remaining nonpartisan in, 278–79; textual analysis in, 279, 287; tracking and quantifying narratives in, 286–87

  narrative psychology, 15, 65–67, 78, 287

  narratives: academic disciplines attending to, 12, 13f; becoming economic narratives, 74; central to thinking and motivation, 31–32; conspiracy theories in, 35–36; defined, xi; disrupted by brain injury, 65–66; distinguishing humans from animals, 34–35; effective wording and delivery of, 271; historical, 37; hormones of listener and, 54–55; as human constructs, 65; names attached to, 94–95; norms of politeness in transmission of, 35; originating with one or a few people, 71–72; as particular form of story, 36; as scripts or social norms, 37–38, 74, 77; social change and, 32–33; universality of, 33–35. See also constellations of narratives; contagion of narratives; economic narratives; mutation of narratives; stories; viral narratives

  National Association of Realtors, 216, 219, 220

  National Bureau of Economic Research (NBER): biggest economic events in US since 1854 defined by, 111–12; chronicle of business cycles, 110; working paper database, 279

  National Industrial Recovery Act, 132, 189, 252

  “near-rational,” 300

  network models, 296

  neurolinguistics and narrative, 16–17; synonyms and, 94–95

  neuroscience and narrative: hormones involved in, 54–55; research methods and, 287. See also brain

  Newcomb, Anthony, 35

  “New Deal,” coined by Stuart Chase, 185

  The New Financial Order (Shiller), 38

  news media: creative during major stock market corrections, 75; economic narratives spread through, 3, 21; improving retention with narrative presentation, 77; international economic narratives and, 110; marketing-driven, 61–62; in modified SIR model, 297; reminding public on anniversaries of events, 76; searching for words and phrases in, x

  Nixon, Richard, 173

  normalcy, 244, 252

  North, Douglass, 14

  Northern Rock bank run in 2007, 119, 135

  novels: classical symphony as, 35; understanding human experience and, 16. See also fiction

  Noyes, Alexander Dana, 127, 164, 231

  Nudge (Thaler and Sunstein), 278

  nudge units, 277–78

  NVIDIA Corporation, 20

  O’Barr, William M., 15

  Occupy Wall Street protest, 8, 225

  office workplace: automation of, 204; labor-saving machinery narrative and, 186

  Ohanian, Lee E., 132

  oil embargo of 1973, 256

  one-hit wonders, 41–42

  Only Yesterday (Allen), ix–xi, 139

  organ donation, narrative presentation of, 78

  overlapping generations model, 24–25, 27f, 303n8

  overproduction or underconsumption theory, 187–92

  “Ownership Society” (Bush reelection slogan), 155

  oxytocin, 54

  Oz: The Great and Powerful (film), 172

  Palme, Olof, 48–49

  panic: at beginning of World War I, 93–94; creation of Federal Reserve and, 117; in financial crisis, 55–56, 86; following complacency, 55–56; Great Depression seen as, 128; inflation in 1970s and, 262; stock prices and, 228. See also bank runs; fear; financial panic narrative

  Panic of 1907, 94, 111, 115, 117, 118f

  Part of Our Time (Kempton), 230–31

  Patel, Aniruddh, 35

  Pathways Back to Prosperity (Baker), 210

  patriotic appeal of a narrative, 101, 102–3

  Paul, Ron, 156

  Pavlov, Ivan P., 56

  Pearl Harbor attack, memories of hearing about, 81–82

  Penfield, Wilder, 53–54

  perennial narratives, 107–8; nine major examples of, 113, 266–67 (see also specific examples); as works in progress, 276

  permanent-income
hypothesis, 307n3

  “permanently high plateau,” 75–76

  phantasies of Melanie Klein, 15

  The Philosophy of Honest Poverty, 150

  phishing equilibrium, 61

  phools, 61, 62

  Piketty, Thomas, 150, 210–11

  Piore, Michael, 281

  Plath, Robert, 38, 39

  Plato, 34

  policy: formulating with knowledge of narratives, 3, 287. See also monetary policy

  policymakers: creating and disseminating counternarratives, 278; narrative studies to infer motivations of, 281, 321n14

  poliomyelitis enterovirus epidemic, 295–96

  Pollack, Andrew, 204

  Polletta, Francesca, 32

  Pomperipossa in the World of Money (Lindgren), 49

  Ponzi, Charles, 220–21

  Ponzi scheme, 220

  populism: inflation after World War I and, 245; opposition to gold standard and, 166

  portfolio insurance, 93

  post-traumatic stress disorder (PTSD), 57

  “postwar,” 242–43

  Pound, John, 298

  poverty: decreasing basic-needs charity in today’s US, 272; Depression-era attitudes toward, 143; Dust Bowl and, 131; nineteenth-century moral views of, 117; technological advances creating, 178

  poverty-chic culture, 143, 148, 149

  power age, 183

  predicting economic events. See economic forecasting

  Prescott, Edward C., 24

  price controls, in US after World War II, 255

  price per acre, references to, 214

  price setting: interviews of executives about, 281. See also wage-price spiral narrative

  prison inmates, telling stories, 15

  professional narratives, xiii

  profiteer narrative, 241–43, 243f, 246–49; abrupt end of 1920–21 depression and, 250–51; falling consumer prices and, 243–44; inflation after World War I and, 245, 265. See also excess profits

  profits, corporate: taxes on, 45, 48; viral narratives associated with, 47–48

  Progress and Poverty (George), 111, 178–79, 188, 209, 310n1

  property taxes, taxpayer revolt focused on, 50

  Proposition 13, 50

  Propp, Vladimir, 16

  ProQuest News & Newspapers, x

  Proudhon, Pierre-Joseph, 6

  prudent person rule, 37

  Prum, Richard O., 65

  psychoanalysis and narrative, 15, 16, 280

  Psychological Economics (Katona), 66

  psychological impact of opinion leaders, 127

 

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