Thursday, 20 March 2014

Marx vrs Hayek


(opening speech given at the Marxist and Hayek society debate 18/03/2014)

Good evening Ladies and Gentlemen, comrades, brothers and sisters, fellow Austrians

I must first start out by apologising to anyone in advance to anyone who has come expecting an epic economics rap battle, this simply not feasible and can’t be delivered. I would also like to thank the Marxist society for agreeing to take part in this debate, personally I can’t stress how tired I am of the lack of engagement across the political spectrum, we spend too much time talking past each other in different rooms and sneering at each other when the other person isn’t present instead of have the decency of debating face to face.

I would like to start on a point of agreement. Watching the not to recent debate between Marxist academic  Alex Callinicos and FT editor Martin Wolf I couldn’t help finding myself in broad agreement with a lot of what Callinicos had to say. Orthodox economics is in crisis. Not only did it fail to predict the crisis of 2008 but it also has no idea how to get out of that same crisis. The very same policies that got us into the current crisis, printing money and inflating booms in housing and asset prices, are being pursued with avengeance to deliver us from that very same crisis, and needless to say the outlook for the future does not look good.

We are supposedly entering into a recovery, but a recovery for whom? Unemployment is still very high, youth unemployment in particular and government debt is mounting. Thanks to QE we’ve seen a recovery of the stock market but since this predominantly effects those few in our society who own stocks and shares this is a recovery and further enrichment of the top 10% of the wealthiest in our society and not much for anyone else. We’re either on the eve of another great depression or we’re gearing up for a return of stagflation which the Keynsian consensus is once again leading us to.

Capitalism if it is not already dead is dying and im sure both sides would agree with that statement though taking it to mean very different things.

To end that section unnervingly warm and close agreement with Callinicos the question has to be asked and I don’t believe it was ever answered by him as to what Marxist Economics has to other us in lieu of the Keynesian mainstream.

In the field of economics Marx cannot offer anything of any value. To put it bluntly Marxist economics is obsolete and has been for a very long time. Any member of the Hayek society should be proud to point out that the death blows to Marx’s economic system were delivered by the Austrian economists who were the predecessors of Hayek. Karl Meneger and Eugen Bohm Bawerk in the later part of the 19th and the beginning of the 20th century exposed the fundamental flaws of Marxist economics, as they did the whole of the classical school. Namely this was done by exposing the contradictions of the labour theory of value and replacing it with the theory of Marginal Utility.

This dealt a fatal body blow to Marx’s understanding of capitalism and no Marxist economist has ever been able to respond. Reading George Cathphores’ introduction to Marxist economics he quite candidly states that no satisfactory response has ever been arrived at to Bohm Bawerk’s criticism that the Labour theory of value, which marx dedicates no more than a page to in Captial vol 1, is contradictory because it presumes that which it seeks to prove, in short it explains the price of labour by refereeing to the price of labour.

However Catephores doesn’t let this stop him, he goes onto make an even more startling admission, saying that the solution to this problem is simply to commit to the counter factual that the Labour theory of Value is legitimate and is coherent. Meaning quite bluntly that in order to gain the incites from the Marxist economic system you must first take a leap of faith. No longer can Marxist economics be called scientific, instead its entering into the realm of theology and metaphysics. Im not sure about the Marxist society, but that doesn’t pass for a sound argument at the Hayek Society.

Though such a fit of desperation is understandable, because without the Labour Theory of Value and against the rise of Marginal Utility Theory, Marx’s theory of exploitation collapses, his theory of surplus value goes out the window, his theory of crisis developing from either the tendency of the rate of profits to fall or the inability of capitalist systems to reach stable equilibrium due to the divorce between Use and Exchange values both go down the proverbial toilet. Such an admission to the importance of the theory was admitted by Rosa Luxemburg in her pamphlet on reform and revolution, where she clearly states that if the theory goes then so does the entire system.

As if this wasn’t enough another hole was then soon ripped in the economics of socialism by Hayek’s mentor, Ludwig Von Mises. As Mises pointed out first in his essay of 1922 entitled economic calculation in the socialist commonwealth and then in his book simply titled ‘Socialism’. A socialist economy is technically impossible. I will repeat that, ‘technically impossible’. Mises points out that the defining element of a capitalist society is free and functioning capital markets or stock exchanges. It is here where competition over scarce resources is battle out and prices produced and arrived at, through the market mechanism.

Mises pointed out that without multiple and numerous competing companies or individuals and instead with being replaced by one state in ownership of the resources allocating them centrally for ‘social instead of private gain’ no such prices can be generated. If there are no prices, except those fashioned by beurocrats out of thin air, then costs cannot be calculated in any meaningful manner, efficiency cannot be calculated and most basically of all no economising can take place. Only chaos may reign, even if the organisers at the centre have the best intentions in the world or where substituted by angels, they cannot begin to match or approach the efficiency and productivity of the market mechanism because in the words of Hayek the information conveyed through the price mechanism cannot be centrally concentrated, and to do otherwise is only the pretence of knowledge.           

In light of this realisation its both hilarious and tragic to read Lenin’s The State and Revolution where he reassures us that running a modern economy is only a simple matter of ticking boxes and administration. Consumer goods will be piled up in a big warehouse and the workers will come to collect them. Is it surprising in the least how chaos and gross waist of resources was achieved by the Bolsheviks and that in naively forwarding themselves as the group of intellectuals suited to solving this unsolvable task it only ended in authoritarian politics, as Hayek illustrates in his book the road to serfdom.

So leaving the wounded Marx aside and coming back the Hayek, the key to our current crisis in the light of the problem already mentioned is to reinstate the one mechanism humanity knows has the capacity to organise the extended order of society comprising millions of human beings. Lets bring back the market.

Crucially we need to give it the room and freedom that it needs to thrive. Most importantly of all this means brining back interest rates. Lets stop perverting the price system by printing hoards of money to try and magic our way back to growth on a tidal wave of false IOUs, which only lead to inflation and malivestments, which we have so far showed ourselves reluctant to liquidate.

For once lets allow the Austrain economists and the Austrian theory of the business cycle guide us out of cyclical boom and bust, manufactured by government and central bank expansions of the credit supply. What would Hayek do in the current crisis? Lets start with two very basic and brief recommendations with regards to two of our most important markets and industries.

Lets make the housing market, the source of so much of our woes a free market once again. Not only by not pumping it with cheap credit but by repealing the mountains of regulation that stop new houses from being built and is so complex that only a very few can navigate, securing them a government backed monopoly. Lets get rid of government schemes such as Fanny May and Freddie Mac or closer to home the Help To Buy Scheme which distort the function of the market by backing unrealistic home ownership schemes which only lead to disaster which is some how blamed on the free market  

Lets make banking a free market once again. Lets break up the government backed monopoly which is our current system of fractional reserve banking. Where banks are given cheap credit from the central bank to leverage themselves up to the hilt whilst providing little to no support for the real economy instead inflating asset bubbles and then turn back to the government when things go wrong and the market starts to fight back, expecting and too often receiving a bail out.  Lets get rid of the encyclopaedia Britannica of regulation that makes Banking second only to nuclear power in the complexities one has to overcome if you are a new entrant to the market.

To conclude lets return to the free market. Lets not replace crony capitalism and central banks with politburos and 5 year plans and the concentration camps that inevitably follow

 

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