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PreprintCC BY 4.0Zenodo

Shiller's Narrative Economics: A Mathematical Research Programme in the Age of AI

  • Peter Bell
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Abstract

This paper develops a mathematical research programme around Robert Shiller’s Narrative Economics. It applies established tools to three economic comparisons: identical narrative circulation with different content, identical present valuations with different responses to price protection, and information arriving before an avoidable investment commitment. Supporting constructions examine epidemic diffusion, cohort persistence, age-structured partial differential equations, delayed capacity and the observation of narrative activity. Each comparison states its assumptions, economic implications and cases in which added structure contributes nothing. The wider programme considers how AI-assisted interpretation could connect narrative records with economic evidence. The results are conditional analytical illustrations rather than new general theorems or measured historical effects.

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Cite

BibTeXRIS
BibTeX
@misc{bell2026shillers,
  title = {{Shiller's Narrative Economics: A Mathematical Research Programme in the Age of AI}},
  author = {Peter Bell},
  howpublished = {Zenodo},
  year = {2026},
  month = oct,
  doi = {10.5281/zenodo.23648403},
  url = {https://zenodo.org/records/23648403},
  note = {CC BY 4.0},
}
RIS
TY  - UNPB
TI  - Shiller's Narrative Economics: A Mathematical Research Programme in the Age of AI
AU  - Peter Bell
PY  - 2026
DA  - 2026/10/25
PB  - Zenodo
DO  - 10.5281/zenodo.23648403
UR  - https://zenodo.org/records/23648403
AB  - This paper develops a mathematical research programme around Robert Shiller’s Narrative Economics. It applies established tools to three economic comparisons: identical narrative circulation with different content, identical present valuations with different responses to price protection, and information arriving before an avoidable investment commitment. Supporting constructions examine epidemic diffusion, cohort persistence, age-structured partial differential equations, delayed capacity and the observation of narrative activity. Each comparison states its assumptions, economic implications and cases in which added structure contributes nothing. The wider programme considers how AI-assisted interpretation could connect narrative records with economic evidence. The results are conditional analytical illustrations rather than new general theorems or measured historical effects.
ER  -