Poly Marks

#17. Davos We Go Again


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In Episode 17, Andrew hosts Matt and Joel for a whip-around of the week’s biggest prediction-market storylines. The guys debate Iran’s trajectory and whether the current “holding pattern” is just the calm before a wider escalation, with talk of carriers, air assets, and the “nothing ever happens” thesis making a comeback. They shift to Greenland and argue what “acquiring part of Greenland” really means—sovereignty vs. a Guantanamo-style jurisdiction deal—plus how any Denmark/Greenland agreement could spike markets long before final resolution. From Davos, they dig into Mark Carney’s global-order rhetoric and what it might signal for Canadian election timing. Finally, they hit Trump’s Fed-chair chatter and roll into hard-asset vs. crypto: gold/silver ripping, Bitcoin’s “fastest horse” case, and how the money printer narrative shapes the next trades. 

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Poly MarksBy Andrew, Matt, and Joel