Eventual

Eventual

Prediction Markets. Decoded.

  1. 2 days ago

    NVIDIA, Trump & The Oscars | Brian Golden & Domer

    The Jensen scandal became a textbook breaking-news trade. Brian and Domer explain how they separated the immediate question—whether Jensen would be removed—from the precise timing of the announcement, using the board’s incentives and Nvidia’s approaching earnings call to structure staggered positions. Do not let the market talk you out of an edge you genuinely understand. Brian’s main postmortem is that he under-sized an apparently obvious trade because substantial liquidity remained on the other side. The broader lesson is to distinguish healthy uncertainty from reflexively assuming that the market must know something you do not. The next-CEO market may be easier to trade by eliminating candidates. Rather than immediately selecting Jensen’s successor, Domer recommends identifying the prominent names that are clearly overpriced and buying “no” against them—especially candidates trading above 10% without a convincing path. Impeachment markets require separating several different questions. Trump being impeached, a cabinet official resigning, the Senate convicting, and the timing of each outcome are distinct trades. Domer sees Trump impeachment as highly likely but is more skeptical that Democrats will spend equal political capital pursuing every subordinate. Oscar trading is a season, not a single awards night. Festival premieres, distributor acquisitions, critics’ groups, guild nominations, BAFTA, SAG and category-specific awards continually reshape prices before Oscar voting concludes. Narrative and cultural timing can matter as much as reviews. Brian argues that many recent Best Picture winners reflected the prevailing cultural mood, while Domer emphasizes that some films simply become undeniable achievements regardless of the political moment. The Odyssey is formidable—but may be more vulnerable in Best Picture than Best Director. Its box office, technical scale and role in reviving theatrical moviegoing create a compelling campaign, but Christopher Nolan and much of his team recently won for Oppenheimer, weakening the “overdue” narrative. Preferential voting rewards passionate support. For Best Picture nominations, a smaller group ranking a movie first can matter more than broad but lukewarm approval. That makes distinctive, divisive films more dangerous than consensus choices that everyone ranks fourth or fifth.Extended:Jensen Huang is out at NVIDIA — and prediction-market traders just lived through one of the wildest breaking-news markets of the year. Brian Golden and Domer break down the end of the Jensen Huang soap opera: how a market that started around 22% turned into a resignation within days, what the price action looked like as the story developed, and why even an apparently obvious trade can become terrifying when the market refuses to agree with you. More importantly: what happens now? We look at the next wave of Jensen and NVIDIA markets: • Will Huang testify before Congress?• When will he appear in public again?• Who becomes NVIDIA’s next CEO?• What does the scandal mean for AI politics?• And could the broader backlash against Big Tech spill into rates, regulation — or even the 2028 Republican primary? Then: Impeachapalooza. Pete Hegseth survived an impeachment push after enough Democrats missed the vote to sink the effort. But with a new Congress coming in, the prediction markets are already looking ahead. Hegseth. Trump. Kash Patel. RFK Jr. Who actually gets impeached — and when? We break down the individual impeachment markets, whether Democrats learned anything from Trump’s first term, and how a much larger congressional majority could change the incentives this time around. Finally: For Your Consideration. Brian and Domer put the political markets aside for an Oscar sharps roundtable. Awards season is a prediction market dream: six months of festivals, critics groups, nominations, precursor awards and constantly shifting conventional wisdom. Can The Odyssey win Best Picture after becoming a global phenomenon? Should Christopher Nolan be priced even higher for Best Director? Which presumed nominees are actually vulnerable? And where are the longshots hiding before awards season really heats up? We dig into Best Picture, Director, Actress, Actor and the nomination markets — including The Odyssey, Project Hail Mary, The Debut, Digger, Obsession, Cliff Booth and more. Politics is temporary. Oscar betting is forever. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information. The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  2. 4 days ago

    Jensen & Hegseth’s very bad week | Miranda Green

    Jensen Huang enters the congressional hot seat. Allegations involving a suspected Chinese spy and diverted AI chips create live markets on whether the Nvidia CEO testifies before Congress or leaves the company by year-end. The data-center backlash becomes policy. Miranda Green argues that the Democratic wave was partly a referendum on AI infrastructure, with governors and local governments now considering pauses, moratoria and tougher financial terms for new projects. Permitting reform faces a lame-duck sprint. The BAJA bill has strong Senate momentum and Trump’s support, but newly empowered House Democrats may prefer to block it now and rewrite the rules once they control Congress. Jim Jordan wins the Republican leadership fight. Jordan’s election as House minority leader rewards Alex’s post-election trade and provides an early indication that the GOP is not abandoning its MAGA wing after the midterm defeat. The post-election trading map rapidly expands. Cabinet departures, impeachment, Trump’s possible resignation, party switches, statehood, Time Person of the Year and the 2028 presidential field replace the midterms as the next major prediction-market battlegrounds.Allegations involving a suspected Chinese spy and diverted AI chips create live markets on whether the Nvidia CEO testifies before Congress or leaves the company by year-end. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information. The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  3. 4 Nov

    The next era begins

    Prediction market sharps won the election night. Eventual’s early calls on Gina Hinojosa, Annie Andrews and Victoria Spartz’s defeat paid off as the Democratic wave reached races that conventional wisdom had treated as safely Republican.The blue tsunami begins the end of the Trump era. The scale of the Democratic victory turns Trump into a major lame duck, weakens MAGA’s control over the Republican Party and immediately reshapes the 2028 presidential market.Hedging was the night’s most expensive mistake.In a strongly directional election, Republican hedges and overly clever “fancy play syndrome” trades mostly reduced returns rather than protecting portfolios.The remaining markets are becoming harder—not easier. Alaska, Mississippi and other unresolved races are now dominated by well-capitalized traders analyzing absentee ballots, ranked-choice transfers and county-level returns, making late entries more competitive.The next trading cycle has already started. The show identifies opportunities around JD Vance, Ted Cruz, Rand Paul, Jon Ossoff, AOC, Roy Cooper and other 2028 possibilities, alongside Supreme Court retirements, impeachment, congressional leadership and the lame-duck session.Experts supply information; traders still have to make the forecast. Local reporters and political insiders were often cautious about final outcomes, but their reporting revealed candidate weaknesses, campaign gaps and regional dynamics that helped traders find profitable positions.  The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  4. 3 Nov

    Final Predictions: Midterms 2026 | Domer & Brian Golden

    The blue tsunami is no longer a fringe scenario. New York Times/Siena and AtlasIntel polling points to major Democratic gains across Texas, Maine, Ohio, Kansas, Alaska and Iowa, with the hosts viewing a larger-than-expected wave as more plausible than a late Republican recovery.The Senate map could expand well beyond 51 seats. Domer’s central expectation is roughly 53–54 Democratic seats, with additional upside in places like South Carolina, Florida, Louisiana or South Dakota if the national environment becomes a true rout.Florida and South Carolina remain the hardest late-wave calls. Domer prefers Byron Donalds over Darlene Graham because he is a more tested candidate, while Brian sees Florida’s unusually Democratic early vote as stronger evidence for a David Jolly upset than an Annie Andrews victory.Mary Peltola is no longer a comfortable hold. Alaska’s Republican lean, Dan Sullivan’s candidate quality and tightening polling have turned the race into a genuine contest, although Peltola’s primary performance and unconventional political persona still support her low-to-mid-70s market price.Republican hedges require careful selection—not reflexive contrarianism. Brian prefers affluent, less elastic House districts in places like New York and California, while Domer warns against “picking up pennies in front of the train” when nearly every major indicator favors Democrats.Election-night discipline may matter more than the final forecast. The group advises entering preferred positions before returns, distrusting early morning Republican turnout narratives, avoiding euphoric price chasing and accepting that no trader will capture every dollar available.The election immediately opens the 2028 market. A Democratic landslide would accelerate Trump’s lame-duck decline, trigger fights over who deserves credit and create speculative opportunities in presidential longshots such as David Jolly, Adam Hamilton and other emerging Democratic figures. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information.   The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  5. 29 Oct

    PM Trader, Roger Marshall & midterms roulette

    South Carolina may have moved too far toward Annie Andrews. With Andrews near 30 cents, Prediction Market Trader (PMT) argues the blue wave still has to end somewhere and sees Darlene Graham as the more attractive side at current prices. Mary Peltola’s ballot scandal looks more damaging than decisive. The story briefly pushed her price lower, but Alex and PMT view it as a hold rather than a reason to abandon her with so many Alaskans already having voted. Bad election-day weather could now hurt Republicans more than Democrats. Because Democrats have banked more early votes while Republicans may rely more heavily on election-day turnout, storms across several battleground states could reverse the traditional weather effect. Kansas at fifty-fifty may be the market’s biggest blue-wave overreaction. Roger Marshall is a deeply flawed candidate, but pricing a Democrat evenly in a state that has not elected a Democratic senator in generations may be pushing the trend too far. The best longshot edge may be in correlated election combos. PMT recommends building maps that account for relationships between races—such as a broad Democratic Senate sweep that excludes Maine, Kansas and Iowa—where market makers may misprice the correlations. Near-certain “bond” trades remain surprisingly cheap. PMT is heavily allocated to Democratic governors such as Javier Becerra, Kathy Hochul and Maura Healey around 95 cents, arguing that their enormous polling leads justify the modest return. Extended:Election Day is almost here — and the prediction markets are starting to get weird. Alex Keeney and Domer kick things off with Buy / Sell / Hold on three races that could scramble the final midterm map. A new NYT/Siena poll has Annie Andrews running neck-and-neck with Darline Graham in South Carolina. Andrews is still trading around 30%. Is that finally worth buying? In Alaska, Mary Peltola remains roughly a 70% favorite after reporting revealed a secret effort by Democratic operatives to crowd the ballot and peel votes away from Sen. Dan Sullivan. Does the controversy matter — or is it noise this late in the race? And then there’s the weather. Election Day storms could hit Iowa, Kansas, Michigan, Texas and Ohio — exactly the states traders are watching most closely. Could bad weather become the final turnout variable nobody priced in? Plus: Trump cancels a late Kansas rally as Roger Marshall fights to survive. Then we spin Midterms Roulette with Prediction Market Trader ( https://x.com/PredMTrader ) : • Best trade to defy the Blue Wave• The candidate you’re betting on despite some deeply questionable vibes• The trade you’re embarrassed to admit you own• Iowa vs. Texas vs. Georgia for split-ticket voting• Favorite longshot• Biggest mistake of the cycle• The prediction you wish you could trade but can’t And finally: Never Have I Ever, KFM — Blue Texas, Blue South Carolina, Blue Kansas — and the biggest Democratic and Republican longshots still sitting in the portfolio. The polls say Blue Wave. The markets mostly agree. Now we find out where they’re wrong. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information.     The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  6. 28 Oct

    Mary Peltola, election penny stocks & mailbag

    South Carolina is no longer a joke—but Annie Andrews may already be expensive. A new poll shows a dead heat with Darlene Graham, turning Andrews into a legitimate blue-wave trade while also creating potential value on the Republican favorite in the low 70s.Mary Peltola’s October surprise looks like noise. The report that Democratic operatives recruited another Dan Sullivan may interest political obsessives, but Alex and Pratik doubt it will persuade many voters or materially change Alaska’s Senate race.The best election-night position may be cash. With most major markets increasingly sharp, traders may find better opportunities after incomplete returns trigger panic, overreactions and sudden mispricing.The 2028 presidential penny stocks are already available. Pratik argues that ultra-cheap candidates such as John Kennedy—and potentially Abdul El-Sayed if markets add him—could briefly multiply in value as politicians claim credit for the midterms and launch speculative campaigns.Split-ticket voting could save some Republicans from the wave. Abbott–Talarico voters in Texas are the clearest example, while strong Republican candidates in Georgia, Nebraska and Kansas may outperform even if Democrats dominate nationally.Blue-wave enthusiasm may be creating Republican bargains. Alex and Pratik flag Greg Abbott, Jim Pillen and Ashley Moody as candidates who may now be underpriced as traders stretch increasingly far into traditionally red territory.Extended:The midterms are almost here — and Alaska just delivered a genuine October surprise. Alex Keeney and Pratik Chougule break down a New York Times investigation into a secret effort by Democratic operatives aligned with Mary Peltola to recruit additional candidates for Alaska’s Senate ballot — including another man named Dan Sullivan. Peltola is still trading around a 73% favorite to defeat Republican Sen. Dan Sullivan. Does the story actually change the race, or is this exactly the kind of late-cycle scandal traders should fade? Then: Election Night penny stocks. Prediction markets normally cap your upside at $1. But the period immediately after the midterms could create some unusually asymmetric trades in the 2028 presidential markets. We look for candidates currently sitting in the single digits who could suddenly 2X, 5X or 10X after one big Election Night storyline. Plus, the Eventual mailbag: • Which races are most vulnerable to split-ticket voting?• Could Texas voters split their governor and Senate ballots?• Will Democratic governors run behind Dan Osborn and Adam Hamilton?• And, most importantly: can blowing on the dice save Gina Hinojosa? We also check in on the Fed, France’s political turmoil and another increasingly chaotic Israeli election. The midterms are here. Time to trade the weird stuff. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information.  The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  7. 27 Oct

    Michigan, Indiana & the early vote | Zach Gorchow & Niki Kelly

    The early vote looks strong for Democrats—but it is not a verdict. Alex and Brian caution traders to treat turnout data as informative rather than definitive, especially when analysts lack a proven record across multiple cycles.Abdul El-Sayed is favored, but Michigan remains unusually difficult to price. Zach Gorchow says El-Sayed benefits from the national environment and Democratic enthusiasm, while his ideology, Israel record and potential voter bias keep Mike Rogers meaningfully alive.Mike Rogers’ late strategic pivot is a bearish signal. His delayed moves against tariffs, the Iran war and Trump suggest his campaign’s original strategy failed—and that internal data may show him fighting uphill.Michigan’s House map contains several actionable races. Will Lawrence is benefiting from attacks that are not landing, Christina Hines fits the profile of a blue-wave winner, and Bill Huizenga appears genuinely vulnerable against Sean McCann.Indiana’s fifth district could be an early national warning siren. Victoria Spartz remains favored, but her weak campaign, poor primary performance and unexpected need for outside Republican spending make even a narrow win evidence of a very bad national night for the GOP.The Bayh dynasty is back in a true toss-up. Niki Kelly says the Beau Bayh–Max Engling secretary-of-state race is within the margin of error, with corruption, election administration and candidate familiarity shaping the contest.Extended:Election Day is ONE WEEK away. It’s time to stop staring at national polls and start hunting for signal. Alex Keeney and Brian Golden break down how Eventual is preparing for the final week of the midterms — including Nevada early voting, the best election-data trackers, and, naturally, a trip to the Cheesecake Factory to locate the median American voter. Then Zach Gorchow of Gongwer Michigan / State Affairs joins to break down one of the most important states on the board. Is Abdul El-Sayed really a 70% favorite in Michigan? Can Mike Rogers still carry Macomb County? And what should traders make of MI-07, MI-10 and the suddenly competitive MI-04? Topics Include: • Abdul El-Sayed vs. Mike Rogers• The battle for Macomb County• Whether Democrats are overrated in Michigan• Will Lawrence and the socialism problem• Michael Bouchard and the nepo-baby problem• Which Michigan House race could surprise everyone Then Niki Kelly joins from Indiana, where some deeply weird races are suddenly getting interesting. Beau Bayh is now favored to win Secretary of State — and yes, we discuss the workout video. Does the Bayh name still carry weight in Indiana, or are prediction-market traders simply betting on a handsome guy doing push-ups? And Alex continues his campaign to convince America that Victoria Spartz can lose IN-05. Does she actually have a campaign? Can JD Ford pull the upset? And is Indiana about to produce one of Election Night’s strangest results? One week left. Time to find the signal. Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information.     The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

  8. 22 Oct

    The early vote in TX, OH & more | Garrett Fulce

    The blue wave may be real—but the easy money is disappearing.Domer argues Democrats are headed for a potentially historic win, while Alex begins taking profits from expensive Senate positions and moving into safer House and Senate control trades. Ohio still favors Democrats, but Sherrod Brown may be fully priced.Logan Phillips gives Brown roughly a 70% chance of winning—strong, but slightly below the market—while Vivek Ramaswamy’s collapsing campaign could further damage Republicans statewide. Georgia’s governor race is closer than the market suggests.Keisha Lance Bottoms has momentum and favorable turnout signals, but Rick Jackson’s enormous financial advantage and relatively strong candidate profile keep the race near a true toss-up. Candidate quality could create Republican survivors.Logan identifies Ashley Hinson, Joe Lombardo, Susan Collins and Michelle Tafoya as Republicans outperforming the national environment by establishing identities separate from Donald Trump. Texas early voting is encouraging for Democrats—but not decisive.Garrett Fulce argues James Talarico is closer to fifty-fifty than his 68-cent market price, while identifying Bell County as a potentially valuable election-night bellwether and trading opportunity. Extended:The votes are finally coming in. Now the question is whether the early data is telling us anything real about November. Alex Keeney and Domer kick off the midterm countdown by laying out their base cases for Election Day — and, more importantly, what could prove them wrong. Could Latino voters swing back toward Democrats? Does Susan Collins finally go down in Maine? And can Democrats outrun the fundamentals in the Midwest? Then Logan Phillips joins Eventual to separate signal from noise in the early vote. Why are prediction markets getting increasingly bullish on Sherrod Brown in Ohio? Is the movement toward Keisha Lance Bottoms in Georgia justified by turnout, or are traders getting ahead of themselves? And which Senate or governor race is most likely to completely embarrass the polls? Plus, we open up the Midterms Mailbag to talk Florida, Black and Latino turnout, low-propensity voters, and whether there are any genuine bright spots left for Republicans. Then we go deep on the biggest question of the show: Texas. Garrett Fulce joins to break down the Texas early vote and what it means for James Talarico vs. Ken Paxton. Democrats appear to be banking strong early turnout — but are those voters actually Democrats, independents, crossover Republicans, or something else entirely? Topics include: • Whether Talarico deserves his rising prediction-market price• What primary history can tell us about the early electorate• Talarico blowout vs. Hinojosa upset trades• Tarrant County, Denton County and the suburbs deciding Texas• What rural turnout could tell us about the GOP floor• How much early-vote data traders should actually trust• The races most likely to defy polling on Election Night Sponsored segment: Includes a Polymarket ad read. Polymarket US is back in the United States at polymarket.us. Disclaimer:Eventual is for informational and entertainment purposes only. Nothing in this episode should be understood as financial, legal, investment, gambling, or trading advice. Hosts, guests, and viewers may hold positions in prediction markets and may change those positions at any time. Nothing here is an endorsement to buy, sell, or trade any market. Trade safe and follow all applicable laws and platform rules in your jurisdiction. If using Polymarket US, remember it is 18+ only. Restrictions and eligibility requirements apply. Trading is risky, and 100% loss can occur. Not available in all jurisdictions. See polymarket.com/tos for more information. The authors may hold positions in prediction markets related to topics discussed in this article. Positions may change at any time without notice. The views expressed in this article represent the author’s analysis and opinion and are provided for informational purposes only. Nothing in this article should be construed as investment advice, trading advice, or a recommendation to enter into any transaction.   For Polymarket US users:18+ Only.  Restrictions and eligibility requirements apply.  Not available in all jurisdictions.  Trading is risky.  100% loss can occur.  See polymarket.com/tos for more information.  The Polymarket US App serves as an independent software provider and affiliate of Polymarket US and Polymarket Clearing, the CFTC-regulated exchange and clearing organization.

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Prediction Markets. Decoded.

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