Geopolitical shocks are pushing quant and macro funds further into the alt-data stack — satellite imagery for troop and infrastructure movement, AIS/tanker tracking for energy flows, and prediction markets for probabilistic event pricing, according to Business Insider. For data vendors, this is the pitch that actually lands with allocators right now: not just a single dataset but a triangulated signal stack across geospatial, shipping, and crowd-forecast sources.
Worth watching whether prediction-market feeds graduate from novelty to a standing line item in fund data budgets, or stay a war-headline curiosity.
Satellite images, tanker tracking, and prediction markets: The data hedge funds are using to invest during a war