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This week on the Poly Marks Podcast, the boys break down Trump’s latest address on Iran and what it signals for the trajectory of the conflict.

They explore the growing crisis in the Strait of Hormuz—where Iran is effectively taxing global shipping—and debate whether this represents a temporary disruption or a permanent shift in global power.

From ceasefire timelines to boots-on-the-ground probabilities, the episode dives deep into prediction markets, highlighting where the odds may be mispriced and where the real “alpha” lies.

They also discuss second-order effects on oil, global supply chains, and crypto, before closing with a look at Canada—where Alberta’s referendum momentum raises questions about sovereignty closer to home.