Send us a text Welcome back to the Poly Marks Podcast — your weekly reminder that betting on the future is easier than predicting it. This week we hit three big themes: A wild media-merger market (HBO/Warner + Netflix vs Paramount vs NO DEAL) and why “IP” might be the real prize in the AI eraCanada vs the U.S. recession odds (and whether the numbers can be “juiced”)Early 2028 election positioning: who might announce a presidential run before 2027, and why a “sprinkle” can still be a good trad...
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Send us a text Welcome back to the Poly Marks Podcast — your weekly reminder that betting on the future is easier than predicting it. This week we hit three big themes: A wild media-merger market (HBO/Warner + Netflix vs Paramount vs NO DEAL) and why “IP” might be the real prize in the AI eraCanada vs the U.S. recession odds (and whether the numbers can be “juiced”)Early 2028 election positioning: who might announce a presidential run before 2027, and why a “sprinkle” can still be a good trad...
Send us a text Welcome back to the Poly Marks Podcast — your weekly reminder that betting on the future is easier than predicting it. This week we hit three big themes: A wild media-merger market (HBO/Warner + Netflix vs Paramount vs NO DEAL) and why “IP” might be the real prize in the AI eraCanada vs the U.S. recession odds (and whether the numbers can be “juiced”)Early 2028 election positioning: who might announce a presidential run before 2027, and why a “sprinkle” can still be a good trad...
Poly Marks
Send us a text Welcome back to the Poly Marks Podcast — your weekly reminder that betting on the future is easier than predicting it. This week we hit three big themes: A wild media-merger market (HBO/Warner + Netflix vs Paramount vs NO DEAL) and why “IP” might be the real prize in the AI eraCanada vs the U.S. recession odds (and whether the numbers can be “juiced”)Early 2028 election positioning: who might announce a presidential run before 2027, and why a “sprinkle” can still be a good trad...