‘Talking Ourselves Into A Recession’: Robert Shiller, Catherine Wood Talk Disruptive Innovation, Narrative Economics

Robert J. Shiller – Photo by Bengt Nyman via Wikimedia

Yahoo Finance, by Renato Capelj, Benzinga — November 1, 2019

Excerpt:

Robert Shiller, a Nobel Prize in Economics recipient and the Sterling Professor of Economics at Yale University, joined ARK Invest CEO Catherine Wood in a discussion this week about the embrace of disruptive technology in today’s narrative-driven economy at the Forbes 30 Under 30 Summit in Detroit. 

Shiller: Narratives Resemble The Great Depression

A sort of fear bubble has emerged, with asset managers drawing upon indices, fixed income and private market assets for alpha, Shiller said. 

“Hardly anyone remembers; right about 1929 — the peak of the stock market — people started to worry about technological unemployment,” said Shiller, referencing Stuart Chase’s book “Men and Machines.”

“[Chase] said, ‘we are now in a turning point in history. We are entering the power age … and we’re going to be seeing massive unemployment.'” 

A Cause For Concern? 

The uncertainty surrounding job security and technology is unsubstantiated, Wood said. 

She pointed to a 2013 Oxford University paper that inaccurately concluded that 47% of American jobs would be axed by automation over the next decade.

Wood said she approached the study from a different perspective: productivity.

“We determined that by the year 2035, the United States would create $12 trillion more than it otherwise would have without automation. So, instead of being a $28-trillion economy, we’re going to be a $40-trillion economy.” 

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https://finance.yahoo.com/news/talking-ourselves-recession-robert-shiller-153952467.html

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