Quotient

Quotient

The best forecasters see it before everyone else. Prediction markets are one of the best tools we have for understanding what's likely to happen next, but they're full of mispriced positions that most participants never catch. Quotient finds them. Q is our AI superforecasting engine. It continuously scans prediction markets across geopolitics and world events, surfacing where consensus is wrong and where the real edge sits. Each week, Quotient co-founders Shira Stember and Jordan Olmstead break down that intelligence: What Q is watching right nowWhich calls just landed, with timestamps and ROIWhich markets most people are sleeping on You'll hear what the market says, what Q says, and where we think things are heading. Most news coverage tells you what already happened. Quotient tells you what's about to. Whether you trade prediction markets, build in the space, or just want to understand where the world is moving before everyone else catches up, this is your briefing. New episodes weekly. Subscribe to This Week's Signal, Quotient's newsletter, for the written companion with updated forecasts and live market positions. quotient.social | View live markets | X | YouTube | Farcaster | TikTok

Episodes

  1. May 1

    Why the Strait of Hormuz Market Looks Mispriced | Quotient Ep. 05

    In Quotient Ep. 05, Shira Stember and Jordan Olmstead break down two prediction markets tied to the same US-Iran standoff: whether an in-person US-Iran diplomatic meeting happens before May 5, and whether the Strait of Hormuz reopens to normal shipping volume by the end of May. The episode focuses on why Q is below the market on both questions. For the US-Iran meeting market, the key issue is resolution criteria: phone calls, brief greetings, and secret proximity talks do not count. The meeting must be in person and publicly acknowledged or credibly reported before the deadline. Jordan explains why the failed Islamabad talks, Iranian objections to negotiating under threat, and incompatible nuclear red lines make a qualifying meeting difficult. For the Strait of Hormuz market, the issue is not just whether officials announce progress. The market resolves through IMF PortWatch transit data, meaning ships need to physically move through the Strait at sufficient volume. The discussion covers mines, AIS tracking, Navy escort constraints, shipping risk, insurance, and why a narrow cleared pathway is not the same as normal traffic. In this episode: - Why US-Iran in-person talks may not meet the market criteria - The difference between public diplomacy and indirect proximity talks - Iran’s nuclear red lines and the US negotiating position - Why the Strait of Hormuz shipping market depends on physical logistics - IMF PortWatch, AIS tracking, mines, and Navy escort constraints - Why the crowd may be reacting more to headlines than resolution criteria Chapters: 00:00 Intro 00:32 Two markets: US-Iran talks and Hormuz reopening 02:36 Why in-person talks fell through 04:10 Negotiating under threat 06:24 Public acknowledgment vs. the real issue 06:34 Nuclear red lines and the diplomatic impasse 07:54 Strait of Hormuz market and resolution criteria 09:24 AIS tracking and undercount risk 09:52 Mine risk and shipping uncertainty 10:19 Why US optimism may be market management 12:12 Can partial mine clearance reach 60 ships? 12:43 The timeline problem for normal shipping 13:27 Why the market may be overpricing headlines 14:12 Disclaimer and close Trade → https://app.quotient.social Newsletter → https://quotient.substack.com Follow Quotient: @QuotientHQ Nothing in this video is financial advice. Always do your own research. #PredictionMarkets #Forecasting #StraitOfHormuz #Iran #Geopolitics

  2. Apr 16

    Where the Crowd Is Wrong on Iran and Greenland | Quotient Ep. 02

    Where is the crowd wrong on Iran and Greenland? In this episode of Quotient, we use Q, our AI forecasting system, to break down two markets where the gap between crowd odds and structural reality is significant. The Iran uranium surrender market is sitting at 49% on Polymarket. Q says 7%. We walk through the resolution criteria, what each side actually proposed during negotiations in Islamabad, why Iran's decades-old red line on enriched uranium makes a surrender within 75 days extremely unlikely, and what happens if neither side yields. Then we cover Greenland, where the market is pricing a 17% chance of US acquisition this year. Q says 3%. We get into the strategic importance of the island for US nuclear defense, why Europe pre-staged troops to defend it, and how the US is likely to get what it needs through base expansion without ever triggering the market's resolution criteria. Plus, we kick things off with "Would You Trade It?" covering Bryan Johnson's public sex announcements and which movie will be the highest grossing film of 2026. Chapters: 0:00 Intro 0:24 Would You Trade It: Bryan Johnson 2:26 Would You Trade It: Highest Grossing Movie 2026 5:58 Iran Uranium Market Overview 7:34 Resolution Scenarios 8:15 What Was On the Table in Islamabad 10:04 The Rubble Problem 10:45 Why Iran Won't Back Down 12:52 The 75-Day Timeline 14:09 Who's Making Decisions in Tehran 15:35 Greenland Market Overview 16:34 Strategic Importance and the Thule Treaty 19:27 Trump's Greenland Rhetoric 21:54 What the US Wants vs. What the Market Requires 23:55 Framework: Wants vs. Needs 24:53 Explore Quotient → https://app.quotient.social Follow on X → https://x.com/quotientHQ Subscribe for weekly breakdowns of prediction markets, world events, and where the crowd is wrong. Not financial advice. Do your own research.

  3. Apr 14

    Why Prediction Markets Are Wrong About the US-Iran Ceasefire | Quotient Ep. 01

    Why are prediction markets getting the US-Iran ceasefire wrong? In this first episode of Quotient, we use Q, our AI forecasting system, to break down what’s actually happening across the US, Iran, Israel, and Lebanon, and where the market is mispricing reality. While headlines point to ceasefires and resolution, Q is seeing something different. The gap between market odds and what’s structurally likely to happen is where the opportunity lives. We start by walking through Q’s track record, including recent wins where markets overestimated how quickly events would unfold. Then we dig into the biggest geopolitical story right now: US-Iran ceasefire negotiations, Pakistan’s role as mediator, and why the timelines being priced in are likely unrealistic. We also cover why the Strait of Hormuz remains effectively constrained despite a “ceasefire,” how the Israel-Lebanon conflict and Hezbollah dynamics complicate any real resolution, and what this all means for traders trying to identify mispriced markets. Plus, we close with a live market segment reacting to everything from Coachella predictions to Trump headlines. If you want to understand prediction markets, geopolitics, and how to find signal before the crowd catches up, you’re in the right place. _____________________ Chapters: 0:00 Intro 0:42 What Quotient does 1:30 Q’s track record and recent wins 5:02 Why markets misprice timing 6:34 US–Iran ceasefire: what’s actually happening 12:41 Strait of Hormuz and oil flow reality 14:48 Israel–Lebanon and Hezbollah dynamics 17:17 Putting the full picture together 19:05 Live market picks and reactions 24:05 Wrap-up and where to follow Explore Quotient → https://app.quotient.social Follow on X → https://x.com/quotientHQ Subscribe for weekly breakdowns of prediction markets, world events, and where the crowd is wrong. Not financial advice. Do your own research.

About

The best forecasters see it before everyone else. Prediction markets are one of the best tools we have for understanding what's likely to happen next, but they're full of mispriced positions that most participants never catch. Quotient finds them. Q is our AI superforecasting engine. It continuously scans prediction markets across geopolitics and world events, surfacing where consensus is wrong and where the real edge sits. Each week, Quotient co-founders Shira Stember and Jordan Olmstead break down that intelligence: What Q is watching right nowWhich calls just landed, with timestamps and ROIWhich markets most people are sleeping on You'll hear what the market says, what Q says, and where we think things are heading. Most news coverage tells you what already happened. Quotient tells you what's about to. Whether you trade prediction markets, build in the space, or just want to understand where the world is moving before everyone else catches up, this is your briefing. New episodes weekly. Subscribe to This Week's Signal, Quotient's newsletter, for the written companion with updated forecasts and live market positions. quotient.social | View live markets | X | YouTube | Farcaster | TikTok