Antonio Nieto-Rodriguez
Creator of the Project Economy | Two-Time Thinkers50 Thinker | Vice President, Association for Project Management | HBR's Most Published PM Author
Nobel Laureate in Economics (2013) | Sterling Professor Emeritus, Yale University | Co-Creator of the CAPE Ratio and Case-Shiller Index | Author, Irrational Exuberance
Few economists have read markets as accurately as Robert Shiller. The Nobel laureate warned of the dot-com bubble and the U.S. housing bubble before both collapsed, and his work in behavioral finance changed how investors think about price, psychology, and risk. On stage he turns decades of data into clear frameworks for spotting speculative excess and reading the stories that move capital, showing senior leaders when the crowd has gone too far.
Want to book Robert Shiller as a speaker for your event? Please provide the info below and we’ll get in touch within 24h:
Robert Shiller is one of the most influential economists of his generation and a recipient of the 2013 Nobel Memorial Prize in Economic Sciences, shared with Eugene Fama and Lars Peter Hansen for their empirical analysis of asset prices. He is Sterling Professor Emeritus of Economics at Yale University, where he taught from 1982 and held the Sterling chair, the university’s highest faculty rank. For event organizers, Nobel Prize speaker Robert Shiller offers a rare pairing: research that reshaped modern finance and a public voice that investors and policymakers have followed for decades.
Born in Detroit, Shiller earned his bachelor’s degree at the University of Michigan and his Ph.D. at MIT under Franco Modigliani. In the early 1980s he showed that stock prices swing far more than dividends can justify, a direct challenge to the Efficient Market Hypothesis and a founding moment for behavioral finance. With John Campbell he developed the CAPE ratio, now a standard gauge of long-run market valuation, and with Karl Case he created the Case-Shiller Home Price Indices, the leading benchmark for U.S. housing prices. His Yale course Financial Markets, offered free online through Coursera, has brought his approach to learners around the world.
Shiller’s book Irrational Exuberance appeared in 2000, at the peak of the dot-com boom, and warned that stocks were in a speculative bubble. Its second edition, in 2005, flagged U.S. housing as dangerously overvalued, a call confirmed by the 2008 financial crisis. He extended the argument in Animal Spirits and Phishing for Phools, both written with Nobel laureate George Akerlof, and in Finance and the Good Society, which makes the case for financial innovation that serves society broadly. In Narrative Economics he showed how popular stories spread like epidemics and drive booms, recessions, and policy. He has served as president of the American Economic Association and writes the long-running Finance in the 21st Century column for Project Syndicate.
As a speaker, Robert Shiller brings the authority of a Nobel laureate and the credibility of someone who named two major bubbles before they burst. His keynotes give investors, bankers, and policymakers practical frameworks for judging valuation, reading market sentiment, and spotting the narratives that move capital. Audiences leave with sharper instincts about risk and a clearer sense of when popular conviction has drifted away from the fundamentals.
Shiller draws on the research behind his Nobel Prize and his well-documented calls on the dot-com and housing bubbles to explain how speculative booms take hold, why they last longer than rational analysis predicts, and which signals tend to appear before a correction. He walks audiences through valuation metrics, sentiment measures, and the feedback loops that turn rising prices into rising conviction.
The session is built on long-run market data and on patterns that repeat across asset classes and generations. It suits investment managers, risk officers, board members, and senior executives who allocate capital and need a disciplined way to tell enthusiasm from excess.
Based on his book Narrative Economics, Shiller presents one of the most original ideas in contemporary economics: that popular stories about technology, jobs, housing, or new forms of money spread through society much like epidemics and shape spending, investing, and policy in ways that standard models miss.
He shows how to recognize when a narrative is gaining economic weight, how such stories rise and fade, and what that means for leaders trying to anticipate the next shift in consumer and investor behavior. A strong fit for strategy offsites, investor forums, and policy audiences facing uncertain markets.
In this data-driven keynote, Shiller explains the logic and history of the CAPE ratio, the cyclically adjusted price-earnings measure he developed with John Campbell, and what it has and has not predicted over more than a century of market history. He addresses the recurring question of whether high valuations signal danger or a new normal.
Audiences gain a grounded view of reasonable long-run return expectations across asset classes and of how to apply valuation discipline without abandoning long bull markets. Especially valuable for pension funds, endowments, sovereign wealth funds, family offices, and other long-horizon investors.
Drawing on Finance and the Good Society, Shiller argues that finance, when well designed and widely accessible, is one of the most effective tools a society has for managing risk, widening opportunity, and improving welfare. He challenges the view that financial innovation is inherently destabilizing.
The talk outlines how better instruments, indices, and markets can spread risk more fairly and serve a broad public rather than a narrow few. A thoughtful choice for financial services leaders, regulators, development finance institutions, and any organization weighing the social role of capital markets.
| Basic Data Protection Information | |
|---|---|
| Data controller | AURUM SPEAKERS BUREAU S.L. |
| Address | Parc Audiovisual de Catalunya 1, Oficina S11, 08225 Terrassa, Spain |
| Purposes | We will use your data to respond to your requests and deliver our services to you. |
| Marketing | We will only send you marketing correspondence if you have given your prior consent, which you can do by ticking the box for that purpose. |
| Lawful basis | We will only process your data if you have given your prior consent, which you can do by ticking the box for that purpose. |
| Recipients | Generally, only our members of staff who have been duly authorised may access the data that you have provided. |
| Your Rights | You have the right to know what information we hold about you, to rectify it and to erase it, as explained in the additional information available on our website. |
| Additional Information | For more information, please see our "PRIVACY POLICY". |