Neoclassical Economics
Sintesi
TLDRLa presentación explora la economía neoclásica como la perspectiva dominante en muchos departamentos de economía, destacando el marginalismo y el monetarismo como tendencias clave. Estas teorías han influido en políticas económicas a nivel global durante décadas, centrándose en la maximización de la utilidad y la minimización de la intervención gubernamental en mercados. A pesar de su predominio, la economía neoclásica ha enfrentado críticas por su incapacidad para prever y abordar crisis económicas, como la de 2008. Se argumenta que se ha basado en suposiciones cuestionables, como la racionalidad del individuo y el valor subjetivo de los bienes. También se aborda el impacto político del neoclasicismo, siendo una respuesta al socialismo y el marxismo, y cómo sus postulados han comenzado a decaer a medida que se reconsideran enfoques económicos heterodoxos.
Punti di forza
- 📈 La economía neoclásica es la perspectiva predominante en muchos departamentos económicos.
- 📉 Critica la intervención gubernamental y favorece mercados libres.
- 📘 Estudia el marginalismo y el monetarismo como clave en su estructura.
- 🤔 Cuestiona la racionalidad del individuo y el valor subjetivo de los bienes.
- 📉 No pudo prever ni abordar efectivamente la crisis de 2008.
- 📊 Considera a los mercados como autosuficientes y busca el equilibrio.
- 👐 La política neoclásica ha sido una respuesta al marxismo y socialismo.
- 🌍 Las crisis económicas han puesto en tela de juicio la doctrina neoclásica.
- 📚 Hay un resurgimiento del interés en teorías heterodoxas como el keynesianismo.
- 🔍 Las fallas del neoclasicismo han impulsado una reevaluación de las políticas económicas.
- 🗣️ Se discute el impacto político y económico de estas doctrinas.
Linea temporale
- 00:00:00 - 00:05:00
La economía neoclásica es dominante en la enseñanza económica global y se centra en el marginalismo y el monetarismo. Asume que las preferencias humanas son racionales, las empresas maximizan beneficios y las decisiones son tomadas con información completa. Este enfoque se basa en la teoría subjetiva del valor, donde el mercado dicta el valor según el deseo de pago de las personas y se analiza principalmente bajo la oferta y demanda.
- 00:05:00 - 00:10:00
Los marginalistas sugieren que la utilidad marginal decreciente motiva el comportamiento humano. Ponen ejemplos como el agua y los diamantes para explicar por qué ciertos bienes tienen más valor que otros según la utilidad marginal. Sin embargo, critican que no consideran el proceso de producción ni las implicaciones sociales del sistema económico.
- 00:10:00 - 00:15:00
Neoclasismo se opone a las influencias gubernamentales, argumentando que estos interfieren con el equilibrio mercantil natural. Defensores como Hayek advierten contra el control gubernamental proponiendo un mínimo rol estatal. Pero en su tiempo, pocos consideraron estas ideas por las crisis previas provocadas por defectos en mercados libres.
- 00:15:00 - 00:20:00
El monetarismo de Friedman critica el gasto impulsado por el gobierno en tiempos de crisis, abogando por controlar la inflación y un mínimo estado de bienestar. Esto ignora situaciones como el desempleo, que argumenta solo ocurre debido a interferencias con el mercado y no reconoce el valor trabajo por placer o motivaciones no económicas.
- 00:20:00 - 00:29:30
La economía neoclásica enfrenta críticas por no prever crisis como la de 2008 y por no integrar adecuadamente nuevas eventualidades o conocimientos de otras disciplinas. Gobiernos han comenzado a dejar estas ideas, volviendo a enfoques heterodoxos, y cuestionando principios neoclásicos por su falta de adaptación al mundo real.
Mappa mentale
Domande frequenti
¿Cuáles son las principales ideas detrás de la economía neoclásica?
Las principales ideas son el marginalismo y el monetarismo, que se centran en maximización de la utilidad y equilibrio de mercado.
¿Quiénes son algunos de los principales pensadores de la economía neoclásica mencionados?
William Stanley Jevons, Friedrich Hayek y Milton Friedman.
¿Qué es el marginalismo?
Es una teoría que explica el comportamiento económico basándose en la utilidad marginal y cómo influye en los precios de mercado.
¿Qué critica la economía neoclásica?
Critica el intervencionismo gubernamental y favorece el funcionamiento libre del mercado.
¿Cómo ve la teoría neoclásica al mercado?
Lo ve como un sistema autosuficiente que debe funcionar sin interferencias externas para alcanzar el equilibrio óptimo.
¿Qué sucedió con la aplicación de políticas económicas neoclásicas?
Durante los años 70 a 90, muchos países aplicaron estas ideas, pero resultaron ser inadecuadas al enfrentar varias crisis económicas.
¿Cuál es la relación entre la economía neoclásica y la crisis financiera de 2008?
La economía neoclásica no pudo predecir ni ofrecer soluciones efectivas para la crisis de 2008.
¿Qué teoría se volvió a considerar después de las fallas del neoclasicismo?
Después de las fallas del neoclasicismo, se reconsideró el keynesianismo y otras perspectivas económicas heterodoxas.
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- 00:00:02hello everyone so this time we're going
- 00:00:04to talk about
- 00:00:04neoclassical economics and in a lot of
- 00:00:07ways we can understand neoclassical
- 00:00:09economics as the
- 00:00:10main the dominant the hegemonic
- 00:00:12perspective
- 00:00:13um today so if you study economics as a
- 00:00:17major
- 00:00:17uh in many places i won't say all um
- 00:00:21you will get taught this set of ideas
- 00:00:23the ideas we're talking about today as
- 00:00:25opposed to any other discussion
- 00:00:27about the economy and you'll be taught
- 00:00:29this in such a way that it's the single
- 00:00:31correct way to look at the economy and
- 00:00:34this is the case in
- 00:00:35almost every economics department in the
- 00:00:37world i say almost there are definitely
- 00:00:39exceptions but
- 00:00:41what we'll see today is that so-called
- 00:00:43neoclassical economics is
- 00:00:45really just the combination of a couple
- 00:00:47of ideas that we're going to look at
- 00:00:49so we're going to focus on marginalism
- 00:00:52and monetarism
- 00:00:53as being two major trends within this
- 00:00:55perspective
- 00:00:56that have big policy implications um and
- 00:00:58that have sort of
- 00:01:00very much shaped the way the world has
- 00:01:02worked at least for the last
- 00:01:0340 or so years although as we'll see
- 00:01:05that's starting to
- 00:01:07decline now so here's some of the
- 00:01:10fundamental assumptions behind
- 00:01:11neoclassical economics
- 00:01:13there's three so firstly this
- 00:01:16perspective assumes people's professor
- 00:01:18preferences are rational
- 00:01:20um and we can identify these preferences
- 00:01:23with the values that things have
- 00:01:24right so that's a complicated way of
- 00:01:26what we call the subjective theory of
- 00:01:28value
- 00:01:29subjective meaning the things that we
- 00:01:31individually like
- 00:01:33um that it's just a matter of taste or
- 00:01:35preference not
- 00:01:37not an objective theory of value which
- 00:01:38says there's a way of measuring
- 00:01:40something independent of our tastes and
- 00:01:41preferences
- 00:01:43okay point two um this theory assumes
- 00:01:46that firms maximize profits
- 00:01:48and people maximize utility or at least
- 00:01:51try they do their best to maximize
- 00:01:52utility
- 00:01:54finally that people have free will and
- 00:01:57that we use this free will to make
- 00:01:59decisions
- 00:02:00and in order to make these decisions we
- 00:02:02need full and relevant
- 00:02:04information to make those decisions
- 00:02:06about the economy
- 00:02:08in our own little way so based on all of
- 00:02:11these things
- 00:02:11neoclassical economics is trying to
- 00:02:13explain how
- 00:02:15scarce resources get allocated and it'll
- 00:02:18mostly rely on these principles of
- 00:02:20supply and demand so that's why supply
- 00:02:22and demand are
- 00:02:23two of the most well-known economic
- 00:02:26concepts
- 00:02:26mostly because of the you know the
- 00:02:28dominant position that this way of
- 00:02:30thinking has occupied in the last little
- 00:02:32while
- 00:02:33so william stanley evans is one of the
- 00:02:35people we'll study today
- 00:02:36he's one of the people who founded this
- 00:02:39tradition
- 00:02:40and he says that well given a certain
- 00:02:42population with various needs and powers
- 00:02:44of production
- 00:02:45in possession of certain lands and other
- 00:02:46sources of material
- 00:02:48required the mode of employing their
- 00:02:50labor which will maximize
- 00:02:52the utility of their produce and it kind
- 00:02:55of sums up all of those different points
- 00:02:57right
- 00:02:58people need to make stuff so they do
- 00:03:01they employ their labor in a way that
- 00:03:02maximizes their utility
- 00:03:04right everybody's trying to make as much
- 00:03:05profit as possible at all times
- 00:03:09here's jevins um and more or less i mean
- 00:03:13it's kind of reductionist to say this
- 00:03:16but
- 00:03:17more or less he's famous because he
- 00:03:19brought mathematical and statistical
- 00:03:21methods
- 00:03:21into what used to be political economy
- 00:03:24and uh so
- 00:03:25in the book a general mathematical
- 00:03:27theory of political economy
- 00:03:29okay he's also famous for inventing
- 00:03:31what's known as the marginal utility
- 00:03:33theory of value
- 00:03:35which you know sort of is a slightly
- 00:03:38different
- 00:03:38take on this than the subjective theory
- 00:03:40of value but not quite
- 00:03:42so utility is basically the satisfaction
- 00:03:46or benefit we get from consuming a thing
- 00:03:49and so the assumption behind this is
- 00:03:51obviously if we put together the
- 00:03:53mathematical statistical side
- 00:03:55and the utility side what we're seeing
- 00:03:58here is that well
- 00:04:00utility is kind of meaningless unless we
- 00:04:02can measure and quantify
- 00:04:04utility we've got to be able to decide
- 00:04:07what utility is you know when are people
- 00:04:10making these decisions
- 00:04:11about what they get satisfaction for or
- 00:04:14get benefit from
- 00:04:17so that leads us to this principle
- 00:04:19called diminishing
- 00:04:21marginality and how it influences sorry
- 00:04:24marginal utility and how it
- 00:04:26influences market prices so diminishing
- 00:04:28marginal utility suggests that
- 00:04:30uh if we've got something and the
- 00:04:32marginal utility of that thing for us is
- 00:04:34less than what somebody else has
- 00:04:37we're going to try and trade those
- 00:04:38things we're going to try and convince
- 00:04:39the person that you know
- 00:04:41they should exchange something for um
- 00:04:43for what we've got
- 00:04:45um and we're going to attempt to trade
- 00:04:46what we've got so
- 00:04:48this could be anything it can be our
- 00:04:50time it can be our money
- 00:04:52it can be our ability to do work it
- 00:04:54could be any possession we own
- 00:04:56and basically we're going to think of
- 00:04:58trading that
- 00:04:59if we think what we've got is less
- 00:05:01valuable than what we can get
- 00:05:03okay so the argument here is that if we
- 00:05:05have more of something
- 00:05:07that's going to lower the utility of any
- 00:05:09additional unit of that thing so the
- 00:05:11more we have
- 00:05:11something the less precious every
- 00:05:14additional bit of that thing is
- 00:05:16okay and the so-called marginalists are
- 00:05:19going to use this to explain
- 00:05:21a lot of things like a lot of aspects of
- 00:05:23human behavior
- 00:05:24right we ask complicated questions like
- 00:05:26why do people work or why do people not
- 00:05:28work
- 00:05:30you know marginalists will say well
- 00:05:32people work when the marginal utility of
- 00:05:34their time
- 00:05:35is less valuable than what they're going
- 00:05:37to get paid for their time people don't
- 00:05:39work
- 00:05:39when the marginal utility of their time
- 00:05:42is more valuable
- 00:05:43than what they would get paid otherwise
- 00:05:45you know
- 00:05:46it's as simple as that so we don't work
- 00:05:48for pleasure we don't work
- 00:05:50because we're good at something we don't
- 00:05:51work because we have to
- 00:05:53necessarily um these aren't necessarily
- 00:05:56great explanations
- 00:05:57um we only work when there's a marginal
- 00:06:00utility versus um
- 00:06:02that's being traded in some way the same
- 00:06:04with why people trade
- 00:06:06any type of behavior like this they're
- 00:06:08going to try and explain it using my
- 00:06:10using this marginal utility theory
- 00:06:14so one of the points they make is in
- 00:06:15relation to diamonds and water
- 00:06:18this is a comparison that quite a lot of
- 00:06:20economic theorists make because
- 00:06:22uh water seems like a very useful thing
- 00:06:25right um diamonds seem far less useful
- 00:06:29okay so why do diamonds cost more than
- 00:06:31water well
- 00:06:32um it seems like diamonds provide people
- 00:06:36with a higher level of satisfaction
- 00:06:38you know at least at the moment so in
- 00:06:41other words
- 00:06:42the argument here is that diamonds have
- 00:06:43greater marginal utility
- 00:06:45right even though water is a more useful
- 00:06:48commodity
- 00:06:49it's not marginally more useful um it's
- 00:06:52not providing the same
- 00:06:53amount of satisfaction um because the
- 00:06:56you know there's so much water and it's
- 00:06:57so abundant that
- 00:06:59every additional drop of water is
- 00:07:01probably not giving us much more value
- 00:07:03according to this perspective however
- 00:07:05every additional little diamond
- 00:07:07is probably giving us much more value
- 00:07:10so neoclassical economics as i've said
- 00:07:12is based on a subjective theory of value
- 00:07:15we've studied other theories of values
- 00:07:17so far
- 00:07:18in this course such as the labor theory
- 00:07:20of value or the physiocrats
- 00:07:23theory of value now according to this
- 00:07:25perspective the subjective perspective
- 00:07:27goods don't have an inherent value labor
- 00:07:30doesn't determine determine what the
- 00:07:32value of something is
- 00:07:33if we want to know what the value of
- 00:07:35something is we have to ask a simple
- 00:07:37question
- 00:07:39how much does a person want to pay for
- 00:07:40it based on their individual goals
- 00:07:43that's it
- 00:07:44that's all so there is no objective
- 00:07:46measure of value
- 00:07:48the market will tell us what the
- 00:07:49objective measure of value is because
- 00:07:51the market is a way of summarizing and
- 00:07:53collecting together
- 00:07:55everybody's individual decisions which
- 00:07:57then tells us how much
- 00:07:58things are worth
- 00:08:02so marginalism and neoclassical
- 00:08:04economics in general
- 00:08:06basically says if we want to understand
- 00:08:08prices
- 00:08:09they're only determined by this
- 00:08:12interaction between
- 00:08:13supply and demand it's a simple
- 00:08:15quantitative measure
- 00:08:17and that's it you know and that kind of
- 00:08:18means they're not asking a lot of the
- 00:08:20big questions that we've been asking
- 00:08:22in the last few weeks so for instance
- 00:08:25um they're not interested in how the
- 00:08:27production process works
- 00:08:29like say marx was they're not interested
- 00:08:31in why
- 00:08:32people like the certain things that they
- 00:08:34do you know why certain commodities are
- 00:08:36seen as
- 00:08:37status symbols and why certain
- 00:08:38commodities are not
- 00:08:40you know like vaplan for example they're
- 00:08:42not even interested in the consequences
- 00:08:45of the economic system for say
- 00:08:46social stability like keynes was in the
- 00:08:49previous
- 00:08:50topic you know so more or less there is
- 00:08:53a fundamental assumption here that
- 00:08:54if we let individuals make free
- 00:08:56decisions equilibrium markets will be
- 00:08:59created so there will be an equilibrium
- 00:09:01market
- 00:09:02and everything will be as good as it can
- 00:09:03be
- 00:09:05so we need to understand that
- 00:09:07marginalism as an idea
- 00:09:10um arose in response to a certain
- 00:09:12political context
- 00:09:14right so in a lot of ways we can see it
- 00:09:16as a response to
- 00:09:17the popularity of socialism in the 20th
- 00:09:20century
- 00:09:21and marxism in in many places became the
- 00:09:24dominant economic thinking of workers
- 00:09:26movements of revolutionary movements
- 00:09:28anti-colonial movements labor movements
- 00:09:31and that sort of thing
- 00:09:33marginalism gives economic thinkers a
- 00:09:35way to
- 00:09:36attack this perspective and say actually
- 00:09:40if things aren't going so well if
- 00:09:41there's some economic problems
- 00:09:43it's the workers fault let's blame them
- 00:09:46because
- 00:09:47their types of politics we'll see
- 00:09:50get in the way of the normal functioning
- 00:09:52of the market so it's a way of saying
- 00:09:54well
- 00:09:55you workers might be asking for a better
- 00:09:56life but it's the type of politics
- 00:09:58you're following
- 00:09:59that prevents you from getting a better
- 00:10:01life okay so
- 00:10:02the basis of this argument is workers or
- 00:10:05if they get into
- 00:10:06power somewhere if they become the
- 00:10:08government the government
- 00:10:10is interfering with market equilibrium
- 00:10:12is making things
- 00:10:13worse so another important thinker in
- 00:10:18this perspective is friedrich hayek who
- 00:10:20wrote the book the road to serfdom
- 00:10:22and in the road to serfdom hayek is
- 00:10:24arguing that government control over the
- 00:10:26economy
- 00:10:27would basically lead to us being slaves
- 00:10:30we would get enslaved over time
- 00:10:32and hayek's criticism um is a criticism
- 00:10:36that's being made
- 00:10:37in response to two big success stories
- 00:10:40at the time
- 00:10:41firstly the economic success of the
- 00:10:43soviet union and its central planning
- 00:10:45model
- 00:10:46um the soviet union industrialized
- 00:10:49faster than any other country
- 00:10:51in the world up to that point and that
- 00:10:53was one of the critical
- 00:10:54things that allowed them to you know win
- 00:10:56the second world war
- 00:10:57they were probably the most important
- 00:10:59definitely the most important
- 00:11:01country in terms of deciding who won the
- 00:11:03first the second world war
- 00:11:05um and economic foundations of that were
- 00:11:07central planning
- 00:11:08and then on top of that we have keynes
- 00:11:10who we've already studied and kane's
- 00:11:12ideas of economic management
- 00:11:14were becoming ascendant in the countries
- 00:11:16that didn't follow socialism
- 00:11:18so the capitalist countries were still
- 00:11:20turning towards government
- 00:11:22as a way of managing the economy you
- 00:11:24know so hayek is going to critique this
- 00:11:27and say actually i think government
- 00:11:29should do only a very small number of
- 00:11:31things
- 00:11:32firstly we could protect the environment
- 00:11:35and regulate special chemicals
- 00:11:37so hayek realizes okay some things are
- 00:11:39just super dangerous
- 00:11:41and we've got to be really careful about
- 00:11:42those things radioactive stuff or
- 00:11:44highly poisonous chemicals or things
- 00:11:46like that and we've got to protect the
- 00:11:48environment because without the
- 00:11:49environment capitalism can't exist right
- 00:11:52next we need confidence in markets and
- 00:11:54because we need confidence
- 00:11:56in markets we need to prevent fraud
- 00:11:58people need to have confidence that what
- 00:12:00they buy is what they buy and they're
- 00:12:02not being treated uh
- 00:12:03tricked or cheated or anything like that
- 00:12:05right lastly
- 00:12:06hayek wanted some kind of social safety
- 00:12:08net uh to take care of people
- 00:12:10who fell into extremely unlucky
- 00:12:12circumstances
- 00:12:14uh like poverty and stuff
- 00:12:17but not a sufficient safety net to
- 00:12:19create a disincentive for people to work
- 00:12:21and we'll talk about that
- 00:12:22in a minute so one thing about hayek is
- 00:12:26that everybody who lived at the same
- 00:12:28time i see him thought he was pretty
- 00:12:29crazy
- 00:12:30right um almost no government paid
- 00:12:33attention to hayek
- 00:12:34when he wrote this book right or indeed
- 00:12:37nobody paid attention to any of the
- 00:12:39other neoclassical thinkers
- 00:12:41because this idea of free markets was
- 00:12:44completely discredited at this point
- 00:12:46you know there were huge economic crises
- 00:12:48uh complete depression collapses in the
- 00:12:501980-90 and 1928
- 00:12:52um and the result of both of these
- 00:12:54events um
- 00:12:56was massive war just too soon
- 00:12:59very soon after them right so nobody was
- 00:13:02really sprouting the gospel of free
- 00:13:04markets at this point
- 00:13:06as we discussed in keynes last week
- 00:13:08these type of thinkers
- 00:13:10needed to wait until the oil crisis of
- 00:13:12the 1970s
- 00:13:13and the early 1980s when everybody was
- 00:13:16looking for new economic thinking
- 00:13:18and a lot of people turn towards high x
- 00:13:21policy ideas
- 00:13:24so one of the concept that's uh
- 00:13:25interesting one in this way of thinking
- 00:13:27is what's called pareto optimality
- 00:13:29um you'll see it in a lot of arguments
- 00:13:32about neoclassical economics it comes
- 00:13:34from filfredo parito who's
- 00:13:36both an engineer and an economist from
- 00:13:38italy now this is a situation where
- 00:13:41nobody can be made better off without
- 00:13:43anyone being made
- 00:13:44worse off enough for pareto this is the
- 00:13:46best
- 00:13:47type of situation right so any any
- 00:13:50situation where
- 00:13:51nobody can be made better off without
- 00:13:53somebody being made worse off
- 00:13:56we shouldn't try and alter that
- 00:13:57situation now
- 00:13:59the problem with this is that you know
- 00:14:01we've probably achieved this state
- 00:14:03many times but not necessarily been
- 00:14:06happy for it let's give some examples
- 00:14:08so if one person holds all the land and
- 00:14:11all the wealth
- 00:14:12and everybody else is enslaved it is
- 00:14:14true that nobody can be made better off
- 00:14:17without anybody else being made worse
- 00:14:19off right so
- 00:14:21it's interesting that hayek um in his
- 00:14:23previous
- 00:14:24suggestion was saying oh well the end
- 00:14:26result of government is apparently
- 00:14:28slavery but
- 00:14:30uh pareto optimality does not
- 00:14:32necessarily attack slavery either does
- 00:14:35it
- 00:14:36okay next in a perfectly equal society
- 00:14:38it's also
- 00:14:39true that nobody can be made better off
- 00:14:41without making anyone else worse off so
- 00:14:43let's imagine we live in a
- 00:14:44you know a completely equal society
- 00:14:47where everybody has the same amount of
- 00:14:48money
- 00:14:50everybody has the same wealth and income
- 00:14:52now in this society
- 00:14:54nobody can be better a better offer than
- 00:14:56anybody made worse off
- 00:14:58so even though pareto is often cited in
- 00:15:01favor of
- 00:15:03the existing form of capitalism
- 00:15:06it is true that his theory could be used
- 00:15:08to support
- 00:15:09anything from a highly communistic
- 00:15:11society
- 00:15:13all the way to a completely unequal
- 00:15:15society where one person has everything
- 00:15:17and everybody else has nothing
- 00:15:20and what this really shows is that
- 00:15:22there's a big problem
- 00:15:23inherent in the neoclassical perspective
- 00:15:27distribution is treated as if it's
- 00:15:29irrelevant
- 00:15:30as if it doesn't matter who has what in
- 00:15:32the economy
- 00:15:33right so politics and distributional
- 00:15:35politics in particular
- 00:15:37is seen as unimportant because these
- 00:15:40people are basically thinking of the
- 00:15:41world
- 00:15:42like an engineer thinks of the world
- 00:15:43these people thinking of the economy
- 00:15:46not as an interaction of human
- 00:15:47decision-making processes not as
- 00:15:49something embedded in the society
- 00:15:51not as something government helps to
- 00:15:53operate they're thinking of the economy
- 00:15:55like
- 00:15:55a machine that works by itself
- 00:16:00so monetarism is the last big component
- 00:16:03that we'll talk about that's in
- 00:16:04neoclassical economics and
- 00:16:07milton friedman gets the credit for
- 00:16:09monetarism he's a nobel prize winning
- 00:16:11economist
- 00:16:12um and this perspective is partly a
- 00:16:14criticism of keynes
- 00:16:15and in particular a criticism of kane's
- 00:16:18counter cyclical spending theory
- 00:16:20now what we need to remember from keynes
- 00:16:22is that he suggested if there's an
- 00:16:23economic crisis
- 00:16:25it's a good idea for government to spend
- 00:16:27money to counter the worst effects of
- 00:16:29the economic crisis
- 00:16:30okay and freedom is going to respond to
- 00:16:32this argument by saying
- 00:16:34if we change the total supply of money
- 00:16:36if we do anything to change the total
- 00:16:38supply of money
- 00:16:39we're going to create inflation okay and
- 00:16:41that's going to be worse than anything
- 00:16:43we do
- 00:16:43to resolve the crisis so
- 00:16:46if we remember keynes was prepared to
- 00:16:48tolerate some inflation
- 00:16:51but the trade-off for this is to
- 00:16:53eliminate unemployment he saw
- 00:16:55unemployment as being a far
- 00:16:56worse problem friedman doesn't believe
- 00:16:59unemployment can exist okay that makes
- 00:17:02him a unique person right
- 00:17:04in an equilibrium state so what he's
- 00:17:07saying is the only reason unemployment
- 00:17:09exists is because we've prevented this
- 00:17:11equilibrium state from occurring
- 00:17:13we've done things like introduce minimum
- 00:17:15wage laws or allow workers to have
- 00:17:17unions or things like that
- 00:17:19and if we get all these things out the
- 00:17:20way there will be an equilibrium state
- 00:17:22there won't be unemployment
- 00:17:25and then everything will be fine so
- 00:17:26therefore it's much better to control
- 00:17:28inflation and do things like removing
- 00:17:31factors
- 00:17:32that create a disincentive for people to
- 00:17:34work
- 00:17:35right so why do we work is an
- 00:17:37interesting question
- 00:17:38and marginalism has a not very
- 00:17:40interesting answer
- 00:17:41okay um we work because the marginal
- 00:17:44incentive to work
- 00:17:45outweighs the marginal incentive for
- 00:17:47leisure right
- 00:17:48we work because we feel like it's we're
- 00:17:50going to get more out of working
- 00:17:52than just being lazy and staying at home
- 00:17:55okay
- 00:17:55so this basically says well all this
- 00:17:58theory that maybe you could work just
- 00:18:00for personal fulfillment
- 00:18:02or ideological reasons you know maybe
- 00:18:04you work to serve the nation
- 00:18:05or maybe you work to serve the working
- 00:18:07class or maybe you work to serve your
- 00:18:09fellow citizens
- 00:18:10these aren't reasons to work okay
- 00:18:13friedman looks at everybody who's ever
- 00:18:15done work
- 00:18:16um for for reasons that are not you know
- 00:18:20profit maximizing reasons and thinks
- 00:18:22they're a bit crazy
- 00:18:23okay he says the standard assumption in
- 00:18:25marginalism is that we're going to be
- 00:18:27lazy
- 00:18:28unless we're forced to work by
- 00:18:29circumstances right unless we have we're
- 00:18:32scared of the consequences of not
- 00:18:33working
- 00:18:34and that's why he's going to say things
- 00:18:36like minimum wage laws or income
- 00:18:38support or price support or stuff like
- 00:18:40that things that make our life cheaper
- 00:18:42and easier
- 00:18:43things that make us less dependent on
- 00:18:44work they're all terrible because they
- 00:18:46prevent an equilibrium state
- 00:18:50so the policy implications of
- 00:18:52neoclassical economics
- 00:18:54now lots of governments followed this
- 00:18:56perspective in particular from the late
- 00:18:581970s to the early 1990s
- 00:19:01and even after this in many countries
- 00:19:03not in all countries
- 00:19:04especially not anymore but in many
- 00:19:06countries neoclassical economics is
- 00:19:09influential in both academic and policy
- 00:19:11circles
- 00:19:12right if you're a believer in this
- 00:19:14perspective you generally see the
- 00:19:15following arguments people believe that
- 00:19:17free markets and free trade
- 00:19:19are good without question they believe
- 00:19:22in removing regulation that controls the
- 00:19:24activities of investors and business
- 00:19:26people
- 00:19:26right people with money according to
- 00:19:29this perspective
- 00:19:30need to be free to allocate their money
- 00:19:33however they think is going to be most
- 00:19:34profitable
- 00:19:35that's how we generate an equilibrium
- 00:19:37they believe in removing regulations
- 00:19:39that try to give rights to workers
- 00:19:41so things like minimum wages limits to
- 00:19:43working hours
- 00:19:45even in some cases you'll see
- 00:19:47neoclassical economists arguing against
- 00:19:49child labor laws because it distorts the
- 00:19:51labor market
- 00:19:52you know the argument is uh if if
- 00:19:55children are poor they should be allowed
- 00:19:56to work
- 00:19:57nobody should stop them that sort of
- 00:19:59thing right
- 00:20:01they also believe in minimum taxation
- 00:20:03and social spending so the lowest impact
- 00:20:05of government possible
- 00:20:06again to defend this equilibrium
- 00:20:08position
- 00:20:11but um there's some problems with the
- 00:20:13theory okay so
- 00:20:14obviously i talked a little bit about
- 00:20:16the issues with mainstream economics in
- 00:20:18the opening lecture in the
- 00:20:20introduction to political economy but
- 00:20:22specifically when it comes to monetarism
- 00:20:25it's been unable to explain a lot of
- 00:20:27things ever since it became popular
- 00:20:29right so the most important one is there
- 00:20:32have been many cases where
- 00:20:33inflation occurs however the supply of
- 00:20:36money has not changed in the place that
- 00:20:38inflation has occurred
- 00:20:39right now their theory is completely
- 00:20:41based on the money supply if the
- 00:20:43money supply grows that's what's going
- 00:20:45to cause inflation
- 00:20:46so how does inflation ever exist in a
- 00:20:48place where the money supply doesn't
- 00:20:50grow
- 00:20:51you know there's also cases of places
- 00:20:52where there's no interest rate at all so
- 00:20:55japan is a good
- 00:20:56a good example because it's either had a
- 00:20:58zero or a negative interest rate at
- 00:20:59times
- 00:21:00now this should never ever happen in
- 00:21:02monetarism right
- 00:21:04uh according to the precepts of their
- 00:21:05theory um
- 00:21:07an equilibrium state if allowed you know
- 00:21:09should never ever
- 00:21:10lead to zero or negative interest rates
- 00:21:13okay so
- 00:21:14this view that markets are inherently
- 00:21:16stable
- 00:21:17seems really hard to defend now you know
- 00:21:20it's not like they didn't have their
- 00:21:21chance
- 00:21:22everybody was listening to neoclassical
- 00:21:24economists for about
- 00:21:25you know 30 years and everybody did
- 00:21:27exactly what they wanted
- 00:21:29you know most countries adopted this
- 00:21:31policy framework
- 00:21:32and the thing that people started to
- 00:21:33notice is the countries
- 00:21:35who most adopted this way of thinking
- 00:21:38were the
- 00:21:38worst affected whenever there was an
- 00:21:40economic crisis
- 00:21:42right so the countries that opened their
- 00:21:44economy the most
- 00:21:45were the ones affected the most you know
- 00:21:47whenever things went bad
- 00:21:51so one point about science and economics
- 00:21:54does claim to be a science
- 00:21:56you know is science is supposed to
- 00:21:58explain
- 00:21:59the actually existing world right
- 00:22:02we're supposed to be able to make
- 00:22:04predictions on it you know now one major
- 00:22:06criticism of neoclassical economics is
- 00:22:08that it's not
- 00:22:09actually based on the real world right
- 00:22:12these arguments that have faith in free
- 00:22:14markets
- 00:22:15is based on a world that isn't quite
- 00:22:17with us right so
- 00:22:18here's a critique by nelson he says the
- 00:22:20priesthood of a modern secular religion
- 00:22:22of economic progress
- 00:22:24this type of language shows us that
- 00:22:26there is an increasing number of people
- 00:22:28who compare economics to a religion and
- 00:22:30say
- 00:22:31well it seems like you just believe in
- 00:22:33free markets and their success story
- 00:22:35you don't actually feel the need to test
- 00:22:37your beliefs okay
- 00:22:38and then the other problem was with this
- 00:22:40rationality assumption um in the last
- 00:22:42couple of weeks we've studied
- 00:22:44authors like maybelline and keynes and
- 00:22:46if you paid attention
- 00:22:47um you should know that there's all
- 00:22:49kinds of reasons to question this idea
- 00:22:51of the rational individual
- 00:22:52you know we've seen people do things
- 00:22:54because they're scared they feel
- 00:22:55confident for no reason they do some
- 00:22:57other stuff
- 00:22:58um they're chasing status so they're
- 00:23:00trying to copy the upper classes
- 00:23:02why because they feel social pressure
- 00:23:03from their friends these are not
- 00:23:05rational individuals
- 00:23:07right so even if people can be rational
- 00:23:09the economic rationality
- 00:23:11is not necessarily good for society at
- 00:23:13all you know what we've seen is that the
- 00:23:15goal of corporate profits being
- 00:23:16maximized
- 00:23:18does not have to be good for the rest of
- 00:23:19society you know it is possible for a
- 00:23:22small number of people to get most of
- 00:23:23the economic development
- 00:23:25there is no necessary reason this is
- 00:23:27going to be good for everybody else
- 00:23:31the other problem with neoclassical
- 00:23:32economics is its failure to anticipate
- 00:23:35or deal with crisis so most recently in
- 00:23:372008
- 00:23:38there were no academic and professional
- 00:23:41economists who really anticipated the
- 00:23:42financial crisis
- 00:23:44and also academic and professional
- 00:23:46economists did not provide any solutions
- 00:23:48to it right neoclassical economics
- 00:23:50did not have a solution to this crisis
- 00:23:53you know
- 00:23:53the only people who came up with a
- 00:23:55solution to it were the people who
- 00:23:56turned back to keynes and said okay
- 00:23:58let's do some stimulus spending again we
- 00:24:00forgot about that
- 00:24:01we can still do that we're going to do
- 00:24:03that because we don't want to just watch
- 00:24:05ourselves get destroyed
- 00:24:06right neoclassical economics also does
- 00:24:09not deal well with the inclusion of new
- 00:24:11information
- 00:24:12uh galbraith who we'll study next says
- 00:24:14that economists obsess over market
- 00:24:16transactions and maths
- 00:24:18and it's this mathematics section that
- 00:24:20makes them look a lot like a science
- 00:24:23but this is not the only type of
- 00:24:25knowledge you know last week
- 00:24:27when we were talking about babylon and
- 00:24:29keynes i mentioned that
- 00:24:31these are heavily psychological theories
- 00:24:33it's an example of
- 00:24:34you're taking from one branch of
- 00:24:35knowledge psychology and you're
- 00:24:37introducing it into the way we think
- 00:24:38about the economy
- 00:24:40so we're borrowing knowledge from lots
- 00:24:41of different places the biggest problem
- 00:24:43with neoclassical economics
- 00:24:45is it says we can't do that there's no
- 00:24:47borrowing of knowledge for anywhere
- 00:24:49there's just maps and stats and a bunch
- 00:24:51of assumptions
- 00:24:52and that's how we understand the economy
- 00:24:54right so
- 00:24:55um galbraith says is there anything
- 00:24:57missing even from the hotly contested
- 00:24:59domains of modern
- 00:25:01mainstream economics and you know some
- 00:25:03of the things he thinks it's bad that
- 00:25:05modern economics programs don't teach
- 00:25:07but perhaps should
- 00:25:08the history of economic ideas okay
- 00:25:11what we've discussed somewhat in this
- 00:25:13course is one thing that's left out
- 00:25:16macroeconomic policy is the type of
- 00:25:19politics and policy that keynes was
- 00:25:21talking about where government manages
- 00:25:23the economy
- 00:25:24manages trade flows manages that sort of
- 00:25:26thing manages the big picture
- 00:25:28of the economy um and then the role of
- 00:25:31institutional context so political and
- 00:25:33national international structures and
- 00:25:34policy histories
- 00:25:36things like what vader was talking about
- 00:25:38you know
- 00:25:39things like what keynes was talking
- 00:25:41about you know these things remain
- 00:25:43important in understanding the way that
- 00:25:45the economy works but you won't find
- 00:25:47them in most modern economic programs
- 00:25:51so this leads neoclassical economics to
- 00:25:53find itself in a position where it's
- 00:25:55increasingly being discredited again
- 00:25:57you know the policy ideas behind
- 00:26:00neoclassical economics are seen as the
- 00:26:02reason that the asian financial crisis
- 00:26:04of 97 98 happened
- 00:26:06and then the 2008 financial crisis and
- 00:26:09the perspective
- 00:26:10also failed to predict both of these
- 00:26:11crises so
- 00:26:13there's clear evidence in this in terms
- 00:26:15of the behavior of many governments
- 00:26:17after the crisis happened and this is
- 00:26:19how we measure
- 00:26:20the extent to which these ideas are
- 00:26:22falling out of favor so
- 00:26:24when the 2008 crisis happened the very
- 00:26:27most notable thing
- 00:26:28is that many governments but you know
- 00:26:30the two biggest governments i guess the
- 00:26:32united states and china
- 00:26:33uh spent a ton of money on stimulus
- 00:26:36packages
- 00:26:37i picked up kane's book read it again
- 00:26:40learned that stimulus was a real thing
- 00:26:42i probably already knew right and spent
- 00:26:44a lot of money on stimulus packages
- 00:26:46and china for example showed that it
- 00:26:48sort of responded from the crisis
- 00:26:50the best what defined the chinese
- 00:26:53economy
- 00:26:53compared to many other economies well
- 00:26:56it's the amount of stake control over
- 00:26:58the economy so it's not that china is a
- 00:27:00completely stair-controlled economy but
- 00:27:03the influence of state-owned enterprises
- 00:27:05and the chinese state in planning and
- 00:27:07shaping the economy
- 00:27:09was very big compared to most other
- 00:27:11economies
- 00:27:12and so it seems like the opposite of
- 00:27:15what neoclassical economics suggested
- 00:27:18is good you know uh big government is
- 00:27:21good
- 00:27:21planning is good um state ownership
- 00:27:24is good um this seems like they've lost
- 00:27:28the ideological battle here you know
- 00:27:30the evidence was proving them wrong and
- 00:27:32the result of this is a lot of people
- 00:27:34began to get interested again
- 00:27:36in what we call heterodox economic
- 00:27:38perspectives right so they're picking up
- 00:27:40canes they're picking up marks they're
- 00:27:41picking up people like vaplan
- 00:27:43and they're saying well we need to go
- 00:27:45back to look at this stuff and apply it
- 00:27:46to the modern context because there's a
- 00:27:48lot of information and a lot of
- 00:27:50knowledge that they have
- 00:27:51that everybody forgot about but it's
- 00:27:53potentially still very useful
- 00:27:56so i'm going to finish this talk with a
- 00:27:58quote from schumpeter
- 00:27:59who's another economist who says that
- 00:28:01the assumption that conduct is prompt
- 00:28:03and rational is in all cases a fiction
- 00:28:06but it proves to be sufficiently neater
- 00:28:07reality if things have had time to
- 00:28:09hammer logic into men
- 00:28:11where this has happened and within the
- 00:28:13limits in which it has happened
- 00:28:14one may rest content with this fiction
- 00:28:17and build theories upon it
- 00:28:18right and schumpeter here is warning us
- 00:28:21if we build our theories
- 00:28:23on questionable assumptions you know we
- 00:28:26can convince a lot of people
- 00:28:28but that doesn't make the theories
- 00:28:30correct right that doesn't make them
- 00:28:31good theories
- 00:28:32okay so what he's suggesting here i
- 00:28:35guess if we apply this quote
- 00:28:37and think about neoclassical economics
- 00:28:39the only reason it's been so successful
- 00:28:41as a perspective
- 00:28:42is because lots of people agreed with it
- 00:28:44for a certain period of time
- 00:28:46not because it's a good theory right
- 00:28:48it's popular
- 00:28:49not necessarily good it serves certain
- 00:28:51people's interests
- 00:28:52but it's not necessarily good right
- 00:28:56and such is it's not necessarily
- 00:28:58goodness
- 00:28:59that at the moment um it's now facing
- 00:29:02attacks from lots of different
- 00:29:04directions and governments are
- 00:29:05mostly ditching these ideas um that
- 00:29:08neoclassical economics
- 00:29:10advocated successfully you know for the
- 00:29:13last 30 or 40 years
- 00:29:14those ideas are on the way out now um
- 00:29:17and it's you know
- 00:29:18not completely clear which perspective
- 00:29:20is going to replace it
- 00:29:21so thanks for listening everybody um i
- 00:29:24hope you enjoyed that talk on
- 00:29:25neoclassical economics
- economía neoclásica
- marginalismo
- monetarismo
- equilibrio de mercado
- Friedrich Hayek
- Milton Friedman
- crisis financiera
- keynesianismo