Economics as a Legitimation Apparatus and a Critique of Financialization

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Economics as a Legitimation Apparatus and a Critique of Financialization

Introduction

The 2008 financial crisis was a brutal test for mainstream economics. Mathematical models intended to guarantee security failed because they favored the order of calculation over the disorder of facts. Yves Smith points out that the true enemy of truth is not the lie, but the myth—a seductive image of the world resistant to empirical evidence. Understanding how economic theories became an apparatus for legitimizing power is crucial for rebuilding a responsible state.

Mainstream Models: Blindness to Extreme Risk

Traditional finance is based on a Gaussian world, assuming that risk follows a predictable bell curve. Meanwhile, reality is a Lévy world, dominated by "fat tails" and extreme events. Here, the paradox of models reveals itself: they are most reliable in times of calm, but become useless precisely when the system approaches a catastrophe. Instead of a tool for understanding, mathematical elegance became a smokescreen for the lack of real oversight.

Modern risk management still relies excessively on quantitative measures such as VaR. They ignore the fact that equity tranches (often representing just 5% of an instrument's value) can generate 95% of systemic risk. It was these small mechanisms, such as those in the Magnetar fund strategy, that triggered avalanches that models failed to predict.

Market Ideology and the Mechanism of "Looting 2.0"

Neoclassical economics transformed simple heuristics into normative dogmas. The myth of the "invisible hand of the market" today primarily serves to legitimize deregulation, though Joseph Stiglitz notes that this hand is invisible because it often simply does not exist. In this ideological shadow, shadow banking flourished, materializing flawed assumptions about the possibility of infinite risk transfer outside the regulated system.

This leads to the phenomenon of "looting 2.0"—the systemic extraction of capital by managers. Through information asymmetry and complex instruments like CDOs, profits are privatized in the form of bonuses, while systemic risk is socialized. In this view, economics ceases to be a science of welfare and becomes a technique for protecting corporate reputation and defending the status quo.

Scandinavia vs. Germany: The Limits of Economic Objectivity

The approach to the market depends on institutional culture. Scandinavia relies on trust and pragmatic state intervention, which immunizes it against market fundamentalism. Germany, despite its ordoliberal commitment to rules, succumbed to the infection of financialization when its regional banks mass-purchased toxic assets, believing in the mathematical infallibility of models.

A slow paradigm revision is currently underway, incorporating behavioral finance and Minsky’s financial instability hypothesis. A new challenge is central bank digital currencies (CBDCs). They could either restore public control over money or become a tool for total algorithmic surveillance. The line between science and ideology is drawn where a model begins to claim the status of a "law of nature," ignoring its political character.

Summary: Democratic Control Over Models

For economics to regain its critical function, it must return to the stage of democratic deliberation. Models cannot be judges, but only "expert witnesses" in the debate over the shape of society. It is crucial to restore control over debt creation and risk allocation, which currently take place outside of social oversight. In a world of digital currencies, will mathematical precision become a tool for transparency or a new form of control? The answer depends on whether algorithms will serve society, or society will serve algorithms.

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Frequently Asked Questions

Why did economic models fail during the 2008 crisis?
Models such as VaR and CAPM were based on incorrect assumptions about market stability and normal distribution, which systematically obscured the picture of real extreme risk.
What is economics as a legitimation apparatus?
This is a situation in which economic theories cease to be a tool for understanding reality, but become an ideological justification for a specific order of power and market interests.
What is the problem of “fat tails” in finance?
This means that extreme events, called black swans, occur in market reality much more often than standard mathematical models predict.
How does shadow banking affect the stability of the financial system?
It creates a parallel system of unsupervised credit creation, where complex instruments allow for risk concealment and excessive leverage, leading to systemic instability.
How does the Scandinavian model differ from market fundamentalism?
The Scandinavian model is based on high social trust and embedding the market in a dense network of norms and state institutions, rather than treating it as an abstract sphere of perfect equilibrium.

Related Questions

Tags: financialization legitimization apparatus CAPM model Black-Scholes option pricing Value at Risk Gaussian dome shadow banking black swans leptokurticity efficient markets hypothesis systemic looting CDO instruments financial leverage neoclassical economics fat tails