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. 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