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1. Why finance?

This lecture from Yale University offers a rare, unvarnished look at how a prestigious institution finally embraced finance, not as a vocational trade, but as a central pillar of economic understanding. The most striking claim here is not about stock prices, but about the intellectual rebellion required to teach finance at Yale: it was once deemed "a vocational subject not worthy of being taught to Yale undergraduates" by the very deans who now oversee its integration. For a busy professional trying to make sense of why markets crash and why algorithms fail, this historical context is essential. It reveals that the dominant theories we rely on today were born from a specific, often arrogant, academic movement that believed markets were perfectly efficient—a belief that the speaker argues was contradicted by the very professors who held it.

The Myth of the Efficient Market

Yale University writes, "They believed in what they called efficient markets and the idea that asset prices reflect all the available possible information." This concept, championed by a "merry band" of business school professors like Fischer Black and Myron Scholes, suggested that a layperson could do just as well as an expert because all knowledge was already priced in. The implication was radical: to understand a company, one need not read its reports; to understand a country, one need not study its politics. Just look at the stock price.

1. Why finance?

The commentary here is sharp: this theory created a feedback loop where the language of academia was adopted by Wall Street, a phenomenon Yale University notes has "never happened in academia before." The professors studied bankers who then began speaking exactly like the professors. However, the lecture exposes a glaring contradiction: "their own theory was basically contradicted by their own experience because all of them seemed to go out into the world... and almost all of them made extraordinary returns." If markets were truly efficient and everyone was equally smart, these experts shouldn't have been able to consistently outperform the market. This suggests the theory was more of a self-fulfilling prophecy than a description of reality.

If you want to find out whether a company's doing well or not, you don't have to take the trouble to read all their financial reports. Just look at their stock price.

The Yale Exception and the Missing Psychology

While business schools were doubling down on mathematical purity, Yale's approach was different. The lecture highlights that at Yale, "there was no divide between economists and finance people." Figures like Irving Fischer and James Tobin treated finance as intrinsic to economics, not a separate trade. Yet, even within this tradition, a debate raged. Robert Schiller, a Nobel laureate mentioned in the text, argued that the standard models missed a crucial variable: human behavior. Yale University explains that Schiller felt these professors "left out psychology... the idea of fads and rumors and narratives which he thinks has as big an effect on prices as the hard information."

The speaker, a former mathematical economist who worked on Wall Street, offers a different critique. He didn't turn to psychology; he turned to the math itself. He argues that standard theory fails because it "implicitly assumes you can buy insurance for everything" and "leaves out collateral entirely." This is a profound insight for anyone analyzing modern financial crises. The speaker notes that you will "never see almost in any single economics textbook the idea of collateral or leverage," yet these are the very mechanisms that drive real-world crashes. By ignoring the need for collateral to secure loans, the standard models failed to predict the fragility of the system.

The Reality of the Crash

The lecture uses the Dow Jones Industrial Average to illustrate the failure of the "efficient market" hypothesis. The speaker points out that during the recent crash, the market dropped from 14,000 to 6,500—a loss of more than 50%. If the efficient market theory were true, this would imply that everyone simultaneously realized future profits in America were going to be cut in half. Then, miraculously, the market recovered 50% as quickly, implying everyone suddenly realized they were wrong. Yale University writes, "If you believe these finance professors, you'd have to say that everybody realized that future profits in America were going to be less than half what they thought they were going to be before."

This volatility suggests that prices are driven by something other than just the slow accumulation of hard data. While the speaker acknowledges Schiller's narrative-driven explanation, he insists the mathematical flaws in the theory—specifically the lack of collateral and incomplete markets—are the real culprits. The speaker's personal experience founding a hedge fund and surviving the 1998 crisis adds weight to this argument. He recounts the moment he had to fire 75 people after his firm collapsed, a stark reminder that "the world" is far less predictable than the models suggest.

Critics might note that while the speaker's critique of collateral is strong, dismissing the role of psychology entirely could be a blind spot. Markets are driven by human fear and greed, which are irrational by definition. However, the speaker's insistence that the math itself was flawed is a compelling counter-narrative to the idea that the crash was simply a result of "crazy" investors.

Those two things were missing from the standard theory. So I've built a theory around incomplete markets and leverage which is a critique of the standard theory.

Bottom Line

This piece succeeds by stripping away the mystique of high finance to reveal the structural flaws in its foundational theories. The strongest argument is that the omission of "collateral" and "leverage" from standard economic models rendered them blind to the very mechanisms that cause crashes. The biggest vulnerability remains the difficulty of modeling human irrationality, but the speaker's insistence on fixing the math before blaming the psychology is a necessary corrective. For the busy reader, the takeaway is clear: the models we trust are often built on assumptions that do not exist in the real world, and understanding those gaps is the only way to navigate the next crisis.

Deep Dives

Explore these related deep dives:

  • Efficient-market hypothesis

    The lecture explicitly outlines this theory's claim that stock prices reflect all information, which the speaker immediately contrasts with the real-world success of the very professors who championed it.

Sources

1. Why finance?

by Yale University · Yale Courses · Watch video

So anyway, the course I'm going to teach is called financial theory and I'm going to talk about I'm going to teach an actual class. I'm going to spend the first half the class talking about the course and why you might be interested in it and then I'm going to start with the course. I there not that many lectures available in the semester. So I'm not going to waste this one.

So the first half the class is going to be about why to study it and the mechanics of the course and the second half of the lecture is going to be actually the first part of the course. they'll give you maybe an idea of whether you'll find the course interesting too. So, I think I'll turn this I won't have too much PowerPoint here. So, you should know that finance was not taught until 10 years ago at Yale.

It was regarded by the deans and the classically minded faculty of the arts and sciences as a vocational subject not worthy of being taught to Yale undergraduates. it was growing more and more famous however in the world and there was a band of business school professors Fischer Black, Robert Mertton, William Sharp, Steve Ross, Myron Scholes, Mertin Miller who had a huge following in business schools teaching the subject and whose students went off on to Wall Street and more or less dominated the investment banking parts of Wall Street and became extremely successful. finance became the most highly paid profession. It became the most highly paid faculty in the university although they were all in business schools.

there are more physics PhDs working in finance now than there are working in physics. so this merry band of financial theory professors didn't really believe in regulation. They believed markets left unfettered worked best of all. They believed in what they called efficient markets and the idea that asset prices reflect all the available possible information.

So an implication of that is that if you want to find out whether a company's doing well or not, you don't have to take the trouble to read all their financial reports. Just look at their stock price. If you want to know whether a country is doing well or not, you don't have to study its entire political system and current events. Just look at the general ...