How Hedge Funds Are Using AI to Trade Rare Earth Metals

Episode 28 of The Hedge Fund Podcast digs into a quiet but growing trade: hedge funds deploying machine learning to trade rare earth elements like neodymium, praseodymium, and dysprosium. Lucas explains how firms are scraping satellite imagery of Chinese smelters, USGS export data, and EV battery demand signals to predict price moves in an opaque $15 billion market. Luna questions whether the data is clean enough for alpha. They reference the recent S&P 500 gain to 7,610 and the VIX at 16.09 as context for risk appetite. No clickbait, just the mechanics of an alternative data trade that few retail investors know about. #HedgeFunds #RareEarthMetals #AlternativeData #MachineLearning #Neodymium #Praseodymium #Dysprosium #EVBatteries #SatelliteImagery #CommodityTrading #QuantitativeFinance #AlgoTrading #ChinaTrade #SupplyChain #CriticalMinerals #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo