Is Insider Trading Always Bad? | The Economist

The Economist
The EconomistMar 27, 2026

Why It Matters

Regulating informed trading in prediction markets preserves their forecasting value while preventing security risks, influencing investors, policymakers, and platform operators.

Key Takeaways

  • Insider trading on prediction markets can improve price accuracy
  • Illegal in stock markets but allowed in futures and prediction markets
  • Harmful disclosures, like pre‑strike trades, can endanger lives
  • Regulation should focus on identity verification and market surveillance
  • Blanket bans would discard valuable forecasting benefits for investors

Summary

The Economist video examines whether insider trading should be prohibited in prediction markets, contrasting it with the well‑established ban on material non‑public information in equity markets.

It explains that futures‑type prediction platforms, such as Polymarket, allow traders with superior information to place bets, which can sharpen price signals. A network of linked accounts reportedly earned nearly $1 million by correctly timing bets on U.S. and Israeli strikes against Iran, illustrating the profit potential of privileged knowledge.

The program cites concrete cases: traders who saw a market predicting the Supreme Court’s likely overturn of Trump’s tariffs could have saved importers millions, while a pre‑strike surge in a war‑related market risked alerting targets. Polymarket even removed a market on an Artemis II rocket explosion to avoid incentivising sabotage.

The takeaway is that informed trading can enhance forecast accuracy, but it must be tightly regulated—through identity checks, surveillance, and disclosures—rather than outright banned, to balance market efficiency with security concerns.

Original Description

Prediction market platforms have been accused of being plagued by insider trading. But is this always a bad thing? Our data editor, Dan Rosenheck, argues that some forms of informed trading could be beneficial for everyone, even those who never place a bet. #prediction #polymarket #kalshi #finance
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