Gerald Epstein
Biographic Data
| ID | 457150 |
|---|---|
| NAME | Gerald Epstein |
| GIVEN NAMES | Gerald |
| FAMILY NAME | Epstein |
| SIGNATURE | EPSTEIN G |
| AFFILIATIONS | University of Waterloo |
| ORCID | 0000-0003-3431-8511 |
| VERIFIED | Yes |
| TOTAL WORKS | 60 |
| TOTAL CITATIONS | 237 |
| AUTHOR COUNT | 59 |
| EDITOR COUNT | 1 |
| FIRST PUBLICATION YEAR | 1975 |
| LATEST PUBLICATION YEAR | 2026 |
| H-INDEX | 8 |
Catalyzing community-led conservation governance through integrated conservation and development in coastal Mozambique
Between 2008 and 2018, the CARE-World Wildlife Fund Alliance implemented an integrated conservation and development project in the Primeiras e Segundas region of Mozambique to address intersecting challenges of poverty, food insecurity and biodiversity loss. The project aimed to catalyze the development of robust community-led governance of coastal resources and generate insights concerning the interplay between conservation and development inter…
Marine protected areas governance, social norms, and social networks
Establishing marine protected areas (MPAs) in places where communities live and work requires addressing the social implications of conservation. Social norms and social networks are bottom-up processes through which resource users self-organize to solve collective action problems. When formal institutions (e.g., regulations) build on these processes they are more likely to be effective and equitable. This research elicits social norms and maps a…
A meta‐analysis of SES framework case studies: Identifying dyad and triad archetypes
There is a need to synthesize the vast amount of empirical case study research on social‐ecological systems (SES) to advance theory. Innovative methods are needed to identify patterns of system interactions and outcomes at different levels of abstraction. Many identifiable patterns may only be relevant to small sets of cases, a sector or regional context, and some more broadly. Theory needs to match these levels while still retaining enough detai…
Building resilience in Africa’s smallholder farming systems: Contributions from agricultural development interventions—a scoping review
In this paper we use a scoping review to examine how the concept of resilience is framed and empirically applied with respect to agricultural development interventions in smallholder farming systems in Africa. We reviewed a total of 50 studies and found that most focused on two major strategies for building resilience. The first approach prioritized matching solutions, like Climate Smart Agriculture (CSA), to the biophysical attributes of problem…
The Problem of Institutional Fit: Uncovering Patterns with Boosted Decision Trees
Complex social-ecological contexts play an important role in shaping the types of institutions that groups use to manage resources, and the effectiveness of those institutions in achieving social and environmental objectives. This is partly because large numbers of potentially influential variables and non-linearities confound traditional statistical methods. Here we use boosted decision trees – one of a growing portfolio of machine learning tool…
RRPE ’s Memorial Symposium on Professor Jim Crotty* Some Reflections on Jim Crotty: His Life and Contributions to Economics
Jim Crotty was a beloved teacher and mentor and a treasured colleague at the University of Massachusetts-Amherst. In this short essay, we try to convey Jim’s enormous contributions to his students, colleagues, and friends, and to the development and reproduction of heterodox macroeconomic theory and practice. JEL Classification: B4, B5, E
Triple exposure: Reducing negative impacts of climate change, blue growth, and conservation on coastal communities
Avoiding the misuse of other effective area-based conservation measures in the wake of the blue economy
The ambiguous impacts of alternative livelihoods on fisher wellbeing in a closed access fish sanctuary in Port Antonio, Jamaica
Alternative livelihood programs are a central feature of contemporary conservation planning that aim to aid efforts to reduce pressure on natural resources and avoid, minimize, or mitigate the impacts of conservation on the wellbeing of local stakeholders. Evidence of the effectiveness of these programs is, however, decidedly mixed. This research examines the relationship between livelihoods, conservation, and wellbeing among nearshore fishers in…
Drivers of compliance monitoring in forest commons
Identifying Topics and Trends in the Study of Common-Pool Resources Using Natural Language Processing
The rapid growth of the literature on the commons poses an immense challenge for the synthesis and advancement of knowledge. While it may have been reasonable for previous generations of scholars to keep up to date with a literature adding thirty to fifty papers each year, there are now hundreds of papers on the commons published each year in addition to those that might be relevant to researchers on the basis of particular sectors, methods, disc…
Lessons learned from synthetic research projects based on the Ostrom Workshop frameworks
Cox, M., G. G. Gurney, J. M. Anderies, E. Coleman, E. Darling, G. B. Epstein, U. Frey, M. Nenadovic, E. Schlager, and S. Villamayor-Tomas. 2021. Lessons learned from synthetic research projects based on the Ostrom Workshop frameworks. Ecology and Society 26(1):17. https://doi.org/10.5751/ES-12092-260117
The Empirical and Institutional Limits of Modern Money Theory
Modern Money Theory (MMT) economists acknowledge a number of empirical and institutional limitations on the applicability of MMT to macroeconomic policy, but they have not attempted to explore these empirically nor have they adequately addressed their implications for MMT’s main macroeconomic policy proposals. This paper identifies some of these important limitations, including those stemming from modern international financial markets, and argue…
Advancing understanding of natural resource governance: A post-Ostrom research agenda
Advances in understanding the evolution of institutions in complex social-ecological systems
Using case study data to understand SES interactions: A model-centered meta-analysis of SES framework applications
From concepts to comparisons: A resource for diagnosis and measurement in social-ecological systems
Understanding public and stakeholder attitudes in pollinator conservation policy development
Governing offshore fish aggregating devices in the Eastern Caribbean: Exploring trade-offs using a qualitative network model
Governing evolution: A socioecological comparison of resistance management for insecticidal transgenic Bt crops among four countries
Cooperative management of pest susceptibility to transgenic Bacillus thuringiensis (Bt) crops is pursued worldwide in a variety of forms and to varying degrees of success depending on context. We examine this context using a comparative socioecological analysis of resistance management in Australia, Brazil, India, and the United States. We find that a shared understanding of resistance risks among government regulators, growers, and other actors …
The Utility of Combining the IAD and SES Frameworks
Elinor Ostrom's IAD and SES frameworks are widely used among social scientists, but each framework suffers from significant problems not shared by the other. The IAD framework lacks detail in terms of the specific social and ecological variables that influence social interactions, resulting in inconsistent applications of a supposedly common framework. The SES framework was designed specifically to resolve that problem, but has lost the dynamic c…
Design and quality criteria for archetype analysis
Eisenack, K., S. Villamayor-Tomas, G. Epstein, C. Kimmich, N. Magliocca, D. Manuel-Navarrete, C. Oberlack, M. Roggero, and D. Sietz. 2019. Design and quality criteria for archetype analysis. Ecology and Society 24(3):6. https://doi.org/10.5751/ES-10855-240306
Archetype analysis in sustainability research: Meanings, Motivations, and Evidence-Based Policy Making
Oberlack, C., D. Sietz, E. Bürgi Bonanomi, A. De Bremond, J. Dell'Angelo, K. Eisenack, E. C. Ellis, G. Epstein, M. Giger, A. Heinimann, C. Kimmich, M. T. J. Kok, D. Manuel-Navarrete, P. Messerli, P. Meyfroidt, T. Václavík, and S. Villamayor-Tomas. 2019. Archetype analysis in sustainability research: meanings, motivations, and evidence-based policy making. Ecology and Society 24(2):26. https://doi.org/10.5751/ES-10747-240226
Antibiotic and pesticide susceptibility and the Anthropocene operating space
Embracing conceptual diversity to integrate power and institutional analysis: Introducing a relational typology
Within environmental governance scholarship, an increasing interest in integrating the study of power with institutional analysis is generating novel theoretical and empirical perspectives for understanding human-environment relationships. The array of different approaches employed to integrate power into institutionalist work promises a range of insights. However, building a cohesive research agenda depends on efforts to grapple with the concept…
Institutional fit and the sustainability of social–ecological systems
Synthesizing theories of natural resource management and governance
Monetary Policy, Loan Liquidation, and Industrial Conflict: The Federal Reserve and the Open Market Operations of 1932
Early in 1932 the Federal Reserve System made a serious attempt to reverse the “Great Contraction” throught expansionary open market operations, but abandoned it a few months later. In this paper we offer an interpretation of the episode that throws new light on the Fed's behavior during the Depression. Key are the attitude of private bankers, Britain's abandonment of the gold standard, and the brief open market campaign. To protect bank profits …
Missing ecology: Integrating ecological perspectives with the social-ecological system framework
The social-ecological systems framework was designed to provide a common research tool for interdisciplinary investigations of social-ecological systems. However, its origin in institutional studies of the commons belies its interdisciplinary ambitions and highlights its relatively limited attention to ecology and natural scientific knowledge. This paper considers the biophysical components of the framework and its epistemological foundations as …
Governing large-scale social-ecological systems: Lessons from five cases
This paper compares lessons drawn from five case studies of large scale governance of common-pool resources: management of forests in Indonesia, the Great Barrier Reef in Australia, the Rhine River in western Europe, the Ozone layer (i.e. the Montreal Protocol), and the Atlantic Bluefin Tuna (i.e. the International Convention on the Conservation of Atlantic Tuna). The goal is to assess the applicability of Ostrom’s design principles for sustainab…
Advancing understanding of natural resource governance: A post-Ostrom research agenda
The Utility of Combining the IAD and SES Frameworks
Elinor Ostrom's IAD and SES frameworks are widely used among social scientists, but each framework suffers from significant problems not shared by the other. The IAD framework lacks detail in terms of the specific social and ecological variables that influence social interactions, resulting in inconsistent applications of a supposedly common framework. The SES framework was designed specifically to resolve that problem, but has lost the dynamic c…
Archetype analysis in sustainability research: Meanings, Motivations, and Evidence-Based Policy Making
Oberlack, C., D. Sietz, E. Bürgi Bonanomi, A. De Bremond, J. Dell'Angelo, K. Eisenack, E. C. Ellis, G. Epstein, M. Giger, A. Heinimann, C. Kimmich, M. T. J. Kok, D. Manuel-Navarrete, P. Messerli, P. Meyfroidt, T. Václavík, and S. Villamayor-Tomas. 2019. Archetype analysis in sustainability research: meanings, motivations, and evidence-based policy making. Ecology and Society 24(2):26. https://doi.org/10.5751/ES-10747-240226
Social and ecological effectiveness of large marine protected areas
Advances in understanding the evolution of institutions in complex social-ecological systems
Embracing conceptual diversity to integrate power and institutional analysis: Introducing a relational typology
Within environmental governance scholarship, an increasing interest in integrating the study of power with institutional analysis is generating novel theoretical and empirical perspectives for understanding human-environment relationships. The array of different approaches employed to integrate power into institutionalist work promises a range of insights. However, building a cohesive research agenda depends on efforts to grapple with the concept…
A Social–Ecological Systems Approach to Assessing Conservation and Fisheries Outcomes in Fijian Locally Managed Marine Areas
Locally managed marine areas (LMMAs) are often recommended as a strategy to achieve conservation and fisheries management, though few studies have evaluated their performance against these objectives. We assessed the effectiveness of eight periodically harvested closures (PHCs), the most common form of management within Fijian LMMAs, focusing on two outcomes: protection of resource units and biodiversity conservation. Of the eight PHCs, only one …
Design and quality criteria for archetype analysis
Eisenack, K., S. Villamayor-Tomas, G. Epstein, C. Kimmich, N. Magliocca, D. Manuel-Navarrete, C. Oberlack, M. Roggero, and D. Sietz. 2019. Design and quality criteria for archetype analysis. Ecology and Society 24(3):6. https://doi.org/10.5751/ES-10855-240306
Antibiotic and pesticide susceptibility and the Anthropocene operating space
On the Social Efficiency of Finance
The rise in the economic and political power of finance over a number of decades is hardly in dispute these days. While there is now considerable agreement among economists that unregulated finance has the potential to contribute to financial instability and financial crises, there is much less agreement about the long-term impacts of modern finance on capital accumulation and distribution. This contribution, focused on the USA, explores some of …
The relationship of social capital and fishers’ participation in multi-level governance arrangements
Governing the invisible commons: Ozone regulation and the Montreal Protocol
The Montreal Protocol is generally credited as a successful example of international cooperation in response to a global environmental problem. As a result, the production and consumption of ozone-depleting substances has declined rapidly, and it is expected that atmospheric ozone concentrations will return to their normal ranges toward the end of this century. This paper applies the social-ecological system framework and common-pool resource the…
The Psychoanalytic Treatment Center as a Transference Object
Three Treatment Center cases are presented. They reveal resistances and technical difficulties having to do with a split in the transference-the analyst viewed as the depriving mother and the Institute viewed as the nurturant grandmother. Possible implications for the conduct of student analyses are described
Putting the "E" in SES: Unpacking the ecology in the Ostrom social-ecological system framework
Vogt, J. M., G. B. Epstein, S. K. Mincey, B. C. Fischer, and P. McCord. 2015. Putting the "E" in SES: unpacking the ecology in the Ostrom social-ecological system framework. Ecology and Society 20(1): 55. https://doi.org/10.5751/ES-07239-200155
Using case study data to understand SES interactions: A model-centered meta-analysis of SES framework applications
International capital markets and national economic policy
This paper provides an alternative to the two prevalent models of the linkage between domestic macroeconomic policy and the international economy in the face of the recent growth of global financial markets. The first, the ‘insular’ model, suggests that countries retain virtually total control over their economic destinies. The second, the global neo‐classical model, suggests that international markets deprive national economies of the instrument…
Answers to Stock Questions: Fed Targets, Stock Prices, and the Gold Standard in the Great Depression
190-200
Identifying Topics and Trends in the Study of Common-Pool Resources Using Natural Language Processing
The rapid growth of the literature on the commons poses an immense challenge for the synthesis and advancement of knowledge. While it may have been reasonable for previous generations of scholars to keep up to date with a literature adding thirty to fifty papers each year, there are now hundreds of papers on the commons published each year in addition to those that might be relevant to researchers on the basis of particular sectors, methods, disc…
From concepts to comparisons: A resource for diagnosis and measurement in social-ecological systems
Governing evolution: A socioecological comparison of resistance management for insecticidal transgenic Bt crops among four countries
Cooperative management of pest susceptibility to transgenic Bacillus thuringiensis (Bt) crops is pursued worldwide in a variety of forms and to varying degrees of success depending on context. We examine this context using a comparative socioecological analysis of resistance management in Australia, Brazil, India, and the United States. We find that a shared understanding of resistance risks among government regulators, growers, and other actors …
Meeting of the New York Psychoanalytic Society: May 22, 1973. Psychoanalytic Observations on the Last Painting and Suicide of Vincent van Gogh. Marcel Heiman, M.D
Professionals' preferences for support systems for the bereaved family
Health-care-related professionals rated the appropriateness and preferred timing of various community intervention strategies for assisting the bereaved individual. Results indicated: (a) agreement about the general need for such assistance programs, but no concensus as to which were most appropriate; (b) endorsement of the "resumption of activity" ethic; (c) belief that the most desirable period in which to intervene is within six months from th…
The Psychoanalytic Treatment Center as a Transference Object
Three Treatment Center cases are presented. They reveal resistances and technical difficulties having to do with a split in the transference-the analyst viewed as the depriving mother and the Institute viewed as the nurturant grandmother. Possible implications for the conduct of student analyses are described
The Influence of Philosophy on Freud's Psychoanalytic Tenets
Monetary Policy, Loan Liquidation, and Industrial Conflict: The Federal Reserve and the Open Market Operations of 1932
Early in 1932 the Federal Reserve System made a serious attempt to reverse the “Great Contraction” throught expansionary open market operations, but abandoned it a few months later. In this paper we offer an interpretation of the episode that throws new light on the Fed's behavior during the Depression. Key are the attitude of private bankers, Britain's abandonment of the gold standard, and the brief open market campaign. To protect bank profits …
Answers to Stock Questions: Fed Targets, Stock Prices, and the Gold Standard in the Great Depression
190-200
International capital markets and national economic policy
This paper provides an alternative to the two prevalent models of the linkage between domestic macroeconomic policy and the international economy in the face of the recent growth of global financial markets. The first, the ‘insular’ model, suggests that countries retain virtually total control over their economic destinies. The second, the global neo‐classical model, suggests that international markets deprive national economies of the instrument…
International financial integration and full employment monetary policy
This paper argues that gross, short-term capital mobility is excessive, but that long-term net capital mobility remains low. This combination of extremely high gross, but low net capital mobility can create great difficulties in achieving full employment. However, these difficulties fundamentally depend on the political structure and the choices made in individual nations; they do not result from technological advances, such as innovations in com…
Winners and Losers in the Global Economics Game
377-381
Globalization and Progressive Economic Policy
The authors of this book challenge mainstream thinking about the nature of globalization. While not hostile to markets per se, they believe that capitalist market processes, left to operate freely, tend to generate injustice, insecurity, instability, and inefficiency. Taking account of the new realities of globalization, this volume explores an unusually wide range of subjects, including trade integration, multinational corporations, labor market…
A Comment on Dickens
There are two separate, but related aspects to Edwin Dickens' paper. One concerns a specific historical event: what caused the financial crisis of 1966? The second draws out the implications of this case for the general theory of financial instability developed most notably by Hyman Minsky and applied by Martin Wolfson to the 1966 financial crisis. Dickens' study is fascinating, both for the detailed, - indeed, almost blow by blow - description o…
Rentier Incomes and Financial Crises: An Empirical Examination of Trends and Cycles in Some OECD Countries
We present new estimates of the rentier share of national income for OECD countries for the years between 1960 and 2000. For most countries, the rentier share of income increased significantly during the last several decades, starting in the early 1980s and coinciding with the shift to neo-liberal monetary and financial policies initiated by Margaret Thatcher and Paul Volcker. There is no evidence of a negative correlation between rentier shares …
Congress, the President, and the Federal Reserve: The Politics of American Monetary Policy-Making
Introduction: Financialization and the World Economy
Beyond Inflation Targeting: Assessing the Impacts and Policy Alternatives
This book, written by an international team of economists, develops concrete, country specific alternatives to inflation targeting, the dominant policy framework of central bank policy that focuses on keeping inflation in the low single digits to the virtual exclusion of other key goals such as employment creation, poverty reduction and sustainable development.
Inflation Targeting in South Africa: Friend or Foe of Development
In this study we focus on the South African experience with inflation targeting. We make two major claims in this paper. First, the South African experience with inflation targeting before the crisis was not successful, not in terms of advocates’ self-stated goals and certainly not in terms of key, ultimate real sector goals such as lower unemployment and higher economic growth. Second, as in a number of other countries, the SARB policy regime as…
Missing ecology: Integrating ecological perspectives with the social-ecological system framework
The social-ecological systems framework was designed to provide a common research tool for interdisciplinary investigations of social-ecological systems. However, its origin in institutional studies of the commons belies its interdisciplinary ambitions and highlights its relatively limited attention to ecology and natural scientific knowledge. This paper considers the biophysical components of the framework and its epistemological foundations as …
Missing ecology: Integrating ecological perspectives with the social-ecological system framework
The social-ecological systems framework was designed to provide a common research tool for interdisciplinary investigations of social-ecological systems. However, its origin in institutional studies of the commons belies its interdisciplinary ambitions and highlights its relatively limited attention to ecology and natural scientific knowledge. This paper considers the biophysical components of the framework and its epistemological foundations as …
Governing the invisible commons: Ozone regulation and the Montreal Protocol
The Montreal Protocol is generally credited as a successful example of international cooperation in response to a global environmental problem. As a result, the production and consumption of ozone-depleting substances has declined rapidly, and it is expected that atmospheric ozone concentrations will return to their normal ranges toward the end of this century. This paper applies the social-ecological system framework and common-pool resource the…
Into the deep blue sea: Commons theory and international governance of Atlantic Bluefin Tuna
The need to understand how to sustainably govern oceanic fisheries has become increasingly urgent as their contribution to global food security and livelihoods are threatened by declining stocks. Atlantic Bluefin Tuna (ABFT) is a prominent example of the complexities associated with widely distributed oceanic resources, extending in this case to include much of the North-Atlantic and Mediterranean Sea. This distribution has led to limited attenti…
Governing the invisible commons: Ozone regulation and the Montreal Protocol
The Montreal Protocol is generally credited as a successful example of international cooperation in response to a global environmental problem. As a result, the production and consumption of ozone-depleting substances has declined rapidly, and it is expected that atmospheric ozone concentrations will return to their normal ranges toward the end of this century. This paper applies the social-ecological system framework and common-pool resource the…
Governing large-scale social-ecological systems: Lessons from five cases
This paper compares lessons drawn from five case studies of large scale governance of common-pool resources: management of forests in Indonesia, the Great Barrier Reef in Australia, the Rhine River in western Europe, the Ozone layer (i.e. the Montreal Protocol), and the Atlantic Bluefin Tuna (i.e. the International Convention on the Conservation of Atlantic Tuna). The goal is to assess the applicability of Ostrom’s design principles for sustainab…
Confronting problems of method in the study of sustainability
The Eurozone Crisis: Shredding the Post-war Bargain
“The euro crisis is over” declared George Soros in a speech in Germany in October 2013. But is it? As Soros himself emphasized, the profound damage to European livelihoods and the ongoing tragedy facing millions of unemployed workers—especially among the young—give little cause for celebration. According to the International Labour Office (ILO), the overall unemployment rate in the Eurozone was more than 10 percent in 2013. For the hardest-hit co…
Institutional fit and the sustainability of social–ecological systems
Economics (37 works) · Ecology (26 works) · Political science (26 works) · Geography (24 works) · Biology (21 works) · Computer Science (21 works) · Environmental resource management (21 works) · Business (20 works) · Conservation, Biodiversity, and Resource Management (19 works) · Corporate governance (16 works)