Poly Marks

#14. Kinetic Strike Out


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This week on The Poly Marks Podcast, Joel hosts Matt and Andrew for a fast-moving recap of the week’s biggest markets: a reported kinetic strike in Venezuela that turns into a rules-and-resolution fight, the Supreme Court tariff case and what the justices’ questions might signal, plus rising tension around Iran and the growing sense that a wider conflict is being priced in. The boys finish north of the border with Canada recession odds, Carney/Parliament math, and what it all means for positioning in 2026. 

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Poly MarksBy Andrew, Matt, and Joel