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Kelly trading and option pricing

Hans Peter Bermin, Magnus Holm

Research output: Contribution to journalArticlepeer-review

Abstract

In this paper we show that a Kelly trader is indifferent to trade a derivative if and only if the no-arbitrage price is uniquely given by the minimal martingale measure price, thus providing a natural selection mechanism for option pricing in incomplete markets. We also show that the unique Kelly indifference price results in market equilibrium in the sense that no Kelly trader can improve the magnitude of his instantaneous Sharpe ratio, by trading the derivative, given the actions of the other market participants.

Original languageEnglish
Pages (from-to)987-1006
Number of pages20
JournalJournal of Futures Markets
Volume41
Issue number7
Early online date2021 May 4
DOIs
Publication statusPublished - 2021 Jul 1

Subject classification (UKÄ)

  • Economics

Free keywords

  • Hansen–Jagannathan bound
  • incomplete markets
  • Kelly indifference price
  • minimal martingale measure
  • option pricing

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