~/talk

Latent Variable Justifies the Stronger IV Bounds

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Shows that the Balke–Pearl “sharp” IV bounds follow from the existence of a latent confounder plus stochastic exclusion, not cross-world individal exclusion; derives a set of CHSH-type inequalities from a SWIG and uses a linear program projection to prove the stronger bounds are attainable. The procedure returns exactly Balke–Pearl’s eight-and-eight linear terms, produces a polytope with 28 half-spaces (16 involving the ATE), and removing CHSH collapses to Robins–Manski.

AI-written summary · about

  1. 0:00Introduction to study
  2. 1:04Model assumptions and bounds
  3. 5:40Weakened model assumptions
  4. 9:55Comparing identification bounds
  5. 12:21Latent variable formulations
  6. 16:52Connecting CHSH to causality
  7. 21:04Proving the bridge
  8. 26:05Linear programming application
  9. 32:52Statistical inference strategy
  10. 35:26Discussion and conclusion
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