Robbie Kellman Baxter
World’s Leading Expert on Subscription & Membership Business Models | Author of The Membership Economy & The Forever Transaction
Robert Shiller
2013 Nobel Laureate in Economics | Sterling Professor Emeritus, Yale University | Pioneer of Behavioral Finance & Author of Irrational Exuberance
The economist who called the dot-com bubble and the 2008 housing crisis before they happened, Robert Shiller won the 2013 Nobel Prize for proving that markets are driven as much by psychology and narrative as by fundamentals. Creator of the CAPE ratio and the Case-Shiller Home Price Index, and pioneer of behavioral finance, his talks give senior audiences the analytical tools to see speculative excess clearly — and think more rigorously about what moves markets and why.
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Robert Shiller biography
Robert Shiller is the 2013 Nobel Laureate in Economic Sciences, honored jointly with Eugene Fama and Lars Peter Hansen for empirical analysis of asset prices. Born in Detroit and educated at the University of Michigan and MIT — where he earned his Ph.D. in 1972 — Shiller joined Yale University in 1982, where he spent his entire career and held the Sterling Professorship of Economics, the university’s highest faculty distinction, before retiring as Sterling Professor Emeritus in 2022. He remains one of the most widely read and cited economists in the world, with columns appearing regularly in the New York Times and Project Syndicate, reaching millions of readers across dozens of countries.
Nobel economics speaker Robert Shiller is best known for a body of work that challenged the foundations of modern finance. In the early 1980s, he published research demonstrating that stock prices fluctuate far more than corporate dividends could rationally justify — a direct challenge to the Efficient Market Hypothesis that was then dominant in the profession. That finding launched the field of behavioral finance, establishing that psychology, narrative, and sentiment are not market noise to be dismissed but central drivers of asset prices and economic outcomes. His CAPE ratio — the Cyclically Adjusted Price-Earnings ratio, developed with John Campbell — became one of the most widely used long-run market valuation tools in professional investing. He co-developed the S&P/Case-Shiller Home Price Indices with economist Karl Case, which remain the standard benchmark for U.S. residential real estate pricing and trade on the Chicago Mercantile Exchange.
From Irrational Exuberance to Narrative Economics
Shiller’s gift for translating rigorous research into timely, public-facing insight has made him one of the rare economists whose warnings genuinely move markets. His 2000 bestseller Irrational Exuberance warned of the dot-com bubble at its very peak; his updated 2005 edition identified the U.S. housing market as dangerously overvalued — a warning vindicated by the 2008 financial crisis. His subsequent books — including Animal Spirits (with George Akerlof) and Finance and the Good Society — extended his critique of purely rational economic models into proposals for how financial innovation could better serve society. His most recent major work, Narrative Economics: How Stories Go Viral and Drive Major Economic Events, introduced a new framework for understanding how epidemics of popular narratives — about automation, inequality, and bitcoin — shape recessions, booms, and policy in ways traditional models cannot capture. He is a past president of the American Economic Association and a member of the National Bureau of Economic Research.
As a speaker, Robert Shiller is one of the most compelling and sought-after voices in global finance and economics. His talks bridge the gap between academic rigor and real-world relevance — giving senior audiences in investment, banking, and policy the conceptual tools to identify speculative excess, understand the behavioral forces moving markets, and think more clearly about risk, valuation, and the stories driving economic behavior. Few economists alive can claim both his intellectual depth and his track record of being right.
Robert Shiller Speaking Videos
Nobel Prize Prof. Robert J. Shiller on Market Efficiency and the Role of Finance in Society
1. Introduction and What this Course Will Do for You and Your Purposes
Robert Shiller Keynote Topics
Drawing on the research that earned him both his Nobel Prize and a track record of prescient market calls, Shiller examines how speculative bubbles form, why they persist long after rational analysis would suggest they should deflate, and what signals — valuation metrics, sentiment indicators, and narrative patterns — can help investors and institutions recognize dangerous excess before it corrects. This keynote is grounded in decades of market data and delivered with the clarity of someone who has watched the same psychological dynamics repeat across asset classes and generations. Essential for investment managers, risk officers, and senior leaders responsible for capital allocation decisions.
Based on his book Narrative Economics, Shiller presents one of the most original frameworks in contemporary economics: the idea that viral stories — about automation and job loss, bitcoin and financial revolution, housing as a sure bet — spread through populations like epidemics and drive economic behavior in ways that models built purely on data and rational expectations cannot predict. This keynote examines the major narratives circulating in today's economy, how to identify when a story is becoming economically significant, and what it means for investors, policymakers, and business leaders trying to anticipate the next major shift. Thought-provoking and immediately relevant for any senior audience navigating uncertainty.
In this data-rich keynote, Shiller walks audiences through the logic and history of the CAPE ratio — how it was developed, what it has predicted, and how to interpret current market valuations in light of historical precedent. He addresses the perennial question of whether elevated valuations signal danger or simply reflect a new normal, what long-run return expectations are reasonable across asset classes, and how institutional investors can use valuation discipline without sacrificing participation in sustained bull markets. Particularly valuable for pension funds, endowments, sovereign wealth funds, and any audience with long investment horizons.
In this broader, more philosophical keynote, Shiller makes the case that finance — properly designed and democratically accessible — is one of the most powerful tools societies have for managing risk, reducing inequality, and expanding human welfare. Drawing on his book Finance and the Good Society, he argues against the narrative that financial innovation is inherently destabilizing, and presents a vision for how better-designed financial instruments, indices, and markets can serve the many rather than the few. A compelling choice for audiences in financial services, public policy, development finance, and any organization grappling with the societal role of capital markets.
FAQs on Booking Robert Shiller
Why Robert Shiller?
Booking Robert Shiller means bringing to your stage the economist who saw the dot-com crash coming, warned of the housing bubble before 2008, and pioneered the behavioral finance framework that now underlies how the world's best investors think about markets. As the 2013 Nobel Laureate in Economics and creator of the CAPE ratio and the Case-Shiller Home Price Index, Shiller commands a rare kind of authority — not just as a theorist, but as someone with a demonstrable track record of being right when conventional wisdom was wrong. His keynotes are intellectually rigorous but genuinely accessible, blending market history, psychology, and forward-looking analysis in a way that resonates powerfully with senior audiences in finance, investment management, banking, and economic policy. He is not simply an academic recounting past research — he is an active commentator on current market conditions and the narratives driving them. Contact Aurum Speakers Bureau to inquire about his availability for your event.
What is the CAPE ratio and why does it matter?
The CAPE ratio — Cyclically Adjusted Price-Earnings ratio, also known as the Shiller PE — is a stock market valuation measure developed by Robert Shiller and economist John Campbell. Unlike the standard P/E ratio, which divides current share prices by one year of earnings, the CAPE ratio averages inflation-adjusted earnings over ten years, smoothing out the cyclical volatility that can make short-term P/E readings misleading. It has historically been one of the most reliable predictors of long-run stock market returns: when the CAPE is elevated far above its long-run average, subsequent decade-long returns have tended to be low, and vice versa. The ratio is widely used by institutional investors, sovereign wealth funds, and asset allocators as a benchmark for assessing whether equity markets are broadly overvalued or undervalued — and continues to be updated and published by Shiller himself.
Did Robert Shiller predict the 2008 financial crisis?
Yes — and the dot-com crash before it. Shiller's 2000 book Irrational Exuberance warned that the U.S. stock market was in a speculative bubble at the very height of the dot-com boom. The updated 2005 edition explicitly identified the U.S. housing market as dangerously overvalued, arguing that home prices had become detached from fundamentals in a way that could not be sustained. When the subprime mortgage crisis triggered a collapse in housing prices and a global financial crisis in 2007–2008, Shiller's earlier warnings were widely recognized as among the most prescient in the profession. His ability to identify speculative excess before it corrects — informed by decades of data, behavioral insight, and his CAPE valuation framework — is a central part of what makes his analysis so valuable to investors and policymakers.
What topics does economics speaker Robert Shiller cover?
As one of the world's foremost economics speakers, Robert Shiller addresses topics including behavioral finance and market psychology, the identification and anatomy of speculative bubbles, stock and real estate market valuation, the CAPE ratio and long-run return forecasting, narrative economics and how viral stories drive economic behavior, financial innovation and its role in society, and the long-term outlook for asset markets. His keynotes are particularly well suited for investment conferences, banking forums, wealth management summits, central banking events, and senior leadership gatherings where financial markets and macroeconomic risk are on the agenda. Aurum Speakers Bureau can help structure his engagement around your event's specific priorities — reach out to discuss availability.
How to book Robert Shiller as a keynote speaker?
Aurum Speakers Bureau can help you book Robert Shiller as a speaker for your next event, conference, or board meeting. Simply fill out our contact form to inquire about Robert Shiller's availability for a speaking engagement. One of our booking agents will respond to your request immediately and contact the speaker to let them know you want to hire them. We will assist you with obtaining speaking fees, booking information, and confirming availability for Robert Shiller or any other top keynote speaker or celebrity of your choice.
How much is Robert Shiller speaking fee?
Robert Shiller speaking fees are determined by several factors, including the event's date, whether it's a virtual or in-person event, the duration, format, preparation required for their speech, and more. The same applies to the cost to hire any other top expert speakers and celebrities. The Speaker Fee Range listed on our website is simply a guideline and is subject to change without notice. If you would like to hire Robert Shiller to deliver a keynote speech for your event, please fill out the contact form or email us at info@aurumbureau.com with as much detail as possible. One of our experienced agents will get in touch with you and let you know exactly how much it will cost to book Robert Shiller.
How can I contact Robert Shiller?
We only work with Robert Shiller on paid speaking engagements. Aurum Speakers Bureau can assist you in booking Robert Shiller and will handle all negotiations, contracts, and logistics associated with having Robert Shiller speak at your event. We will be your sole point of contact throughout the process. Get in touch with Aurum Speakers Bureau today, and we will reach out to any motivational speaker or celebrity you want to enquire about speaking at your event. If you wish to contact Robert Shiller for any other reason, we will be unable to assist you as we are not authorized to provide personal contact information.
Can I book Robert Shiller for a virtual keynote?
Yes, Robert Shiller is available for virtual keynotes and webinars. To book Robert Shiller for a virtual event, please complete the contact form or send us an email to inquire about the special fees for virtual engagements.
