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We study a dynamic random utility model that allows for consumption dependence. We axiomatically analyze this model and find insights that allow us to distinguish between behavior that arises due to consumption dependence and behavior that…

Theoretical Economics · Economics 2025-02-20 Christopher Turansick

An analyst observes an agent take a sequence of actions. The analyst does not have access to the agent's information and ponders whether the observed actions could be justified through a rational Bayesian model with a known utility…

Theoretical Economics · Economics 2025-04-08 Henrique de Oliveira , Rohit Lamba

We pursue an inverse approach to utility theory and consumption & investment problems. Instead of specifying an agent's utility function and deriving her actions, we assume we observe her actions (i.e. her consumption and investment…

Portfolio Management · Quantitative Finance 2015-03-17 Alexander M. G. Cox , David Hobson , Jan Obloj

A central push in operations models over the last decade has been the incorporation of models of customer choice. Real world implementations of many of these models face the formidable stumbling block of simply identifying the `right' model…

Applications · Statistics 2011-06-23 Vivek F. Farias , Srikanth Jagabathula , Devavrat Shah

Recommendation systems are widespread, and through customized recommendations, promise to match users with options they will like. To that end, data on engagement is collected and used. Most recommendation systems are ranking-based, where…

Information Retrieval · Computer Science 2024-05-08 Omar Besbes , Yash Kanoria , Akshit Kumar

We study the effects of introducing information inefficiency in a model for a random linear economy with a representative consumer. This is done by considering statistical, instead of classical, economic general equilibria. Employing two…

General Finance · Quantitative Finance 2016-10-11 Joao Pedro Jerico , Renato Vicente

We consider the robust exponential utility maximization problem in discrete time: An investor maximizes the worst case expected exponential utility with respect to a family of nondominated probabilistic models of her endowment by…

Portfolio Management · Quantitative Finance 2019-02-12 Daniel Bartl

This paper derives primitive, easily verifiable sufficient conditions for existence and uniqueness of (stochastic) recursive utilities for several important classes of preferences. In order to accommodate models commonly used in practice,…

Theoretical Economics · Economics 2022-06-02 Timothy M. Christensen

The behavior of users in relatively predictable, both in terms of the data they request and the wireless channels they observe. In this paper, we consider the statistics of such predictable patterns of the demand and channel jointly across…

Information Theory · Computer Science 2018-06-14 L. Srikar Muppirisetty , John Tadrous , Atilla Eryilmaz , Henk Wymeersch

An analyst observes the frequency with which a decision maker (DM) takes actions, but not the frequency conditional on payoff-relevant states. We ask when the analyst can rationalize the DM's choices as if the DM first learns something…

Theoretical Economics · Economics 2025-06-18 Laura Doval , Ran Eilat , Tianhao Liu , Yangfan Zhou

In problems involving the allocation of a single non-disposable commodity, we study rules defined on a general domain of preferences requiring only that each preference exhibit a unique global maximum. Our focus is on rules that satisfy a…

Theoretical Economics · Economics 2025-12-18 R. Pablo Arribillaga , Agustin G. Bonifacio

This paper studies the joint estimation problem of a discrete choice model and the arrival rate of potential customers when unobserved stock-out events occur. In this paper, we generalize [Anupindi et al., 1998] and [Conlon and Mortimer,…

Optimization and Control · Mathematics 2020-03-06 Hongzhang Shao , Anton J. Kleywegt

In this paper, we address one of the main puzzles in finance observed in the stock market by proponents of behavioral finance: the stock predictability puzzle. We offer a statistical model within the context of rational finance which can be…

Mathematical Finance · Quantitative Finance 2019-11-07 Abootaleb Shirvani , Svetlozar T. Rachev , Frank J. Fabozzi

Since the seminal work by Beresteanu and Molinari(2008), the random set theory and related inference methods have been widely applied in partially identified econometric models. Meanwhile, there is an emerging field in statistics for…

Statistics Theory · Mathematics 2025-11-18 Daisuke Kurisu , Yuta Okamoto , Taisuke Otsu

This paper studies choice situations in which a decision maker can choose multiple alternatives. Given a menu of available options, the decision maker selects a subset of the menu with certain probabilities. We employ an axiomatic approach…

Theoretical Economics · Economics 2025-11-25 Tri Phu Vu

This paper introduces a space of variable lotteries and proves a constructive version of the expected utility theorem. The word ``constructive'' is used here in two senses. First, as in constructive mathematics, the logic underlying proofs…

Theoretical Economics · Economics 2024-02-28 Kislaya Prasad

I review recent work in the statistics literature on instrumental variables methods from an econometrics perspective. I discuss some of the older, economic, applications including supply and demand models and relate them to the recent…

Methodology · Statistics 2014-10-02 Guido W. Imbens

Most research designing novel predictive models, or employing existing ones, assumes that training and testing data are independent and identically distributed. In practice, the data encountered at serving time often deviate from the…

Machine Learning · Computer Science 2026-03-30 Hanyu Duan , Yi Yang , Ahmed Abbasi , Kar Yan Tam

We consider randomized mechanisms with optional participation. Preferences over lotteries are modeled using skew-symmetric bilinear (SSB) utility functions, a generalization of classic von Neumann-Morgenstern utility functions. We show that…

Computer Science and Game Theory · Computer Science 2015-08-17 Florian Brandl , Felix Brandt , Johannes Hofbauer

We provide and axiomatize a representation for preferences over lotteries that generalizes the expected utility model. Since the representation uses different utility functions to evaluate different lotteries, the preferences can be…

Theoretical Economics · Economics 2026-03-17 Edward Honda , Keh-Kuan Sun
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