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American Economic Review Vol. 105 No. 2 2015

Self-Confirming Equilibrium and Model Uncertainty

Pierpaolo Battigalli1; Simone Cerreia-Vioglio1; Fabio Maccheroni2; Massimo Marinacci2

1 Università Bocconi and IGIER, via Sarfatti 25, 20136 Milano, Italy (e-mail: ) · 2 Università Bocconi and IGIER, via Sarfatti 25, 20136 Milano (e-mail: )

Abstract

We analyze a notion of self-confirming equilibrium with non-neutral ambiguity attitudes that generalizes the traditional concept. We show that the set of equilibria expands as ambiguity aversion increases. The intuition is quite simple: by playing the same strategy in a stationary environment, an agent learns the implied distribution of payoffs, but alternative strategies yield payoffs with unknown distributions; increased aversion to ambiguity makes such strategies less appealing. In sum, a kind of “status quo bias” emerges; in the long run, the uncertainty related to tested strategies disappears, but the uncertainty implied by the untested ones does not.

DOI
10.1257/aer.20130930
Volume
105
Issue
2
Pages
646-677
Language
en
Sources
openalex bibtex:phds-export.bib crossref

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