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Related papers: Arbitrage from a Bayesian's Perspective

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We consider a sequential decision-making setting where, at every round $t$, a market maker posts a bid price $B_t$ and an ask price $A_t$ to an incoming trader (the taker) with a private valuation for one unit of some asset. If the trader's…

Computer Science and Game Theory · Computer Science 2025-06-18 Nicolò Cesa-Bianchi , Tommaso Cesari , Roberto Colomboni , Luigi Foscari , Vinayak Pathak

We study a setting where Bayesian agents with a common prior have private information related to an event's outcome and sequentially make public announcements relating to their information. Our main result shows that when agents' private…

Computer Science and Game Theory · Computer Science 2022-11-28 Yuqing Kong , Grant Schoenebeck

Bayesian inference has theoretical attractions as a principled framework for reasoning about beliefs. However, the motivations of Bayesian inference which claim it to be the only 'rational' kind of reasoning do not apply in practice. They…

Machine Learning · Statistics 2022-11-14 Sebastian Farquhar

We consider a financial market in which traders potentially face restrictions in trading some of the available securities. Traders are heterogeneous with respect to their beliefs and risk profiles, and the market is assumed thin: traders…

Economics · Quantitative Finance 2023-12-06 Michail Anthropelos , Constantinos Kardaras

In this paper, we study axiomatic foundations of Bayesian persuasion, where a principal (i.e., sender) delegates the task of choice making after informing a biased agent (i.e., receiver) about the payoff relevant uncertain state (see, e.g.,…

Theoretical Economics · Economics 2025-12-30 Youichiro Higashi , Kemal Ozbek , Norio Takeoka

We introduce and study the problem of detecting whether an agent is updating their prior beliefs given new evidence in an optimal way that is Bayesian, or whether they are biased towards their own prior. In our model, biased agents form…

Computer Science and Game Theory · Computer Science 2024-10-31 Yiling Chen , Tao Lin , Ariel D. Procaccia , Aaditya Ramdas , Itai Shapira

Although both data availability and the demand for accurate forecasts are increasing, collaboration between stakeholders is often constrained by data ownership and competitive interests. In contrast to recent proposals within cooperative…

Machine Learning · Computer Science 2026-05-14 Michael Vitali , Pierre Pinson

We propose a learning dynamics to model how strategic agents repeatedly play a continuous game while relying on an information platform to learn an unknown payoff-relevant parameter. In each time step, the platform updates a belief estimate…

Multiagent Systems · Computer Science 2023-11-02 Manxi Wu , Saurabh Amin , Asuman Ozdaglar

We present a methodology for representing probabilistic relationships in a general-equilibrium economic model. Specifically, we define a precise mapping from a Bayesian network with binary nodes to a market price system where consumers and…

Computer Science and Game Theory · Computer Science 2013-02-18 David M. Pennock , Michael P. Wellman

A public decision-making problem consists of a set of issues, each with multiple possible alternatives, and a set of competing agents, each with a preferred alternative for each issue. We study adaptations of market economies to this…

Computer Science and Game Theory · Computer Science 2019-07-23 Nikhil Garg , Ashish Goel , Benjamin Plaut

"Fundamental theorem of asset pricing" roughly states that absence of arbitrage opportunity in a market is equivalent to the existence of a risk-neutral probability. We give a simple counterexample to this oversimplified statement. Prices…

Pricing of Securities · Quantitative Finance 2013-10-07 Louis Paulot

Prediction markets mobilize financial incentives to forecast binary event outcomes through the aggregation of dispersed beliefs and heterogeneous information. Their growing popularity and demonstrated predictive accuracy in political…

General Economics · Economics 2026-01-29 Bridget Smart , Ebba Mark , Anne Bastian , Josefina Waugh

In many natural settings agents participate in multiple different auctions that are not simultaneous. In such auctions, future opportunities affect strategic considerations of the players. The goal of this paper is to develop a quantitative…

Computer Science and Game Theory · Computer Science 2012-06-22 Vasilis Syrgkanis , Eva Tardos

We consider finite-horizon and infinite-horizon versions of a dynamic game with $N$ selfish players who observe their types privately and take actions that are publicly observed. Players' types evolve as conditionally independent Markov…

Optimization and Control · Mathematics 2018-03-20 Deepanshu Vasal , Abhinav Sinha , Achilleas Anastasopoulos

Bayesian observer and actor models have provided normative explanations for many behavioral phenomena in perception, sensorimotor control, and other areas of cognitive science and neuroscience. They attribute behavioral variability and…

Machine Learning · Computer Science 2025-02-03 Dominik Straub , Tobias F. Niehues , Jan Peters , Constantin A. Rothkopf

We study the computations that Bayesian agents undertake when exchanging opinions over a network. The agents act repeatedly on their private information and take myopic actions that maximize their expected utility according to a fully…

Statistics Theory · Mathematics 2022-01-21 Jan Hązła , Ali Jadbabaie , Elchanan Mossel , M. Amin Rahimian

Online auctions are one of the most fundamental facets of the modern economy and power an industry generating hundreds of billions of dollars a year in revenue. Auction theory has historically focused on the question of designing the best…

Computer Science and Game Theory · Computer Science 2021-09-23 Thomas Nedelec , Clément Calauzènes , Noureddine El Karoui , Vianney Perchet

We study overpricing in a repeated game between two representative agents: a market maker, who controls market liquidity, and a market taker, who chooses trade quantities. Market prices evolve through the endogenous price impact of trades…

Trading and Market Microstructure · Quantitative Finance 2026-05-12 Luigi Foscari , Emanuele Guidotti , Nicolò Cesa-Bianchi , Tatjana Chavdarova , Alfio Ferrara

When subjected to automated decision-making, decision subjects may strategically modify their observable features in ways they believe will maximize their chances of receiving a favorable decision. In many practical situations, the…

Computer Science and Game Theory · Computer Science 2022-10-10 Keegan Harris , Valerie Chen , Joon Sik Kim , Ameet Talwalkar , Hoda Heidari , Zhiwei Steven Wu

Polymarket is a prediction market platform where users can speculate on future events by trading shares tied to specific outcomes, known as conditions. Each market is associated with a set of one or more such conditions. To ensure proper…

Cryptography and Security · Computer Science 2025-08-06 Oriol Saguillo , Vahid Ghafouri , Lucianna Kiffer , Guillermo Suarez-Tangil