Eventual

Eventual

5.0 (2)
Politics
Updated Semiweekly

Prediction Markets. Decoded.

2d ago

Midterms countdown & the open source AI invasion

Today on the show: it’s officially under 100 days until the 2026 midterms, and both parties are panicking. Republicans are facing enthusiasm problems, Democrats are dealing with money trouble and internal drama, and prediction markets are trying to price the chaos. Alex Keeney and Brian Golden break down the latest midterm markets, including control of the House and Senate, Democratic and Republican morale, Michigan’s Senate primary, the Democratic primary calendar, Fed day, Daniel Lurie, Waymo, crypto policy, and how campaigns are starting to think about prediction markets. Then Eric Wilson joins Eventual to discuss campaigns, political technology, GOP strategy, and how prediction markets could become part of modern campaign strategy. Andrew Prokop also joins to talk about Wisconsin’s warning that election bettors could risk their right to vote, how regulators are approaching Kalshi and prediction markets, and whether the political class understands what these markets actually are. Finally, Nihal Krishan joins for a deep dive on Chinese open-source AI, the White House debate over banning Chinese AI models, Silicon Valley’s split over open-source AI, and whether prediction markets are asking the right questions about the future of artificial intelligence. 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.
Jul 24

Kevin Warsh's fakeout

Today on the show: the Federal Reserve heads into one of its most unpredictable meetings in years, Polymarket traders face massive rate-decision exposure, Marine Le Pen is suddenly back in the French presidential mix, and Roman Terekh from Bravado joins to break down five prediction market shockers. Alex Keeney and Pratik Chougule dig into the Fed’s July rate decision market, where nearly $90 million in volume has turned next week’s meeting into what Alex calls “the greatest liquidation event since Bob’s Furniture’s Fourth of July sale.” With cooler inflation, renewed Middle East conflict, energy-price jitters, and a new Fed chair in Kevin Warsh, traders are asking whether “no rate change” is a buying opportunity — or whether the market is finally pricing in a real hawkish turn. Then: WTF France? Marine Le Pen’s odds have surged after a court lifted her ban from running for president, even as an electronic monitoring tag could complicate her campaign. Is this a buy, sell, or hold moment for traders looking at the 2027 French election? Plus, Oracle of the Week and a special segment with Roman from Bravado on prediction market behavior: misleading PnLs, how long trading accounts survive, concentration of wealth, whale signal vs. retail signal, and how long it takes to become a prediction market black belt. 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.
Jul 21

Chinese AI, Michigan tests Dems & Trump disses Canada

Today on the show: World Cup diplomacy gets weird, Trump looks past Canada and Mexico, Michigan Democrats spiral into a brutal Senate primary, Maine picks its Graham Platner replacement, and Chinese AI sends traders hunting for signal. Alex Keeney and Brian Golden break down the latest prediction market action across politics, AI, trade, Congress, and the 2026 midterms — including USMCA extension odds, Michigan Senate primary markets, Maine Senate fallout, and Troy Jackson’s rise. Then Peter Wildeford, head of policy at the AI Policy Network and a longtime prediction market forecaster, joins Eventual for a deep dive on Chinese AI, Moonshot’s Kimi 3, whether the AI bubble is at risk, what Washington actually understands about artificial intelligence, and why data centers are becoming one of the next major fronts in American politics. Guest: Peter Wildeford — Head of Policy, AI Policy Network Follow Peter Wildeford: X: @PeterWildeford Substack: blog.peterwildeford.com Hosted by: Alex Keeney & Brian Golden For more prediction market news and analysis, visit eventual.news. 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.
Jul 16

Paramount's Merger Impossible | Rich Greenfield

David Ellison's high-stakes bid to merge Paramount with Warner Bros Discovery is hitting a wall — and it's not the kind of wall Hollywood is used to. California Attorney General Rob Bonta and a coalition of Democratic state AGs are fighting to block the deal, setting up a courtroom showdown with massive implications for the future of media and tech. Alex Keeney from Eventual and Rich Greenfield dig into the legal battle, the political motivations behind it, and what prediction markets are already signaling about the merger's odds. Tune in for the latest on the Paramount-Warner Bros Discovery merger fight, the blue-state AG coalition trying to stop it, and what the smart money on Polymarket says about where this heads next. 🔗 Trade the outcome yourself at polymarket.us 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.
Jul 15

Is The Odyssey too woke? | Sonny Bunch

The Bulwark's Sonny Bunch joins to break down the backlash to Nolan's The Odyssey, whether online outrage predicts box office, and a Best Picture lightning round (Obsession, Project Hail Mary, Michael, The Invite, Fjord). Plus: Alex and Brian trade Congress's "nothing ever happens" bet, an inflation surprise scrambling the Fed outlook, fading Mbappé for the golden ball, and Alex's Susan Collins short in Maine. Powered by Polymarket. Back in the U.S. — polymarket.us Hosts and guests may hold positions in prediction markets related to topics discussed. Views expressed are for informational purposes only and not investment or trading advice. 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.
Jul 10

Democrats' Maine Mess | Domer & David DesRosiers

Domer & Alex Keeney breaks down the latest in politics, prediction markets, and election odds — from Graham Platner dropping out in Maine to Nigel Farage facing Count Binface in the world’s dumbest by-election. Then David DesRosiers, publisher of RealClearPolitics and host of Get Real, joins Eventual to talk about polling, Polymarket, prediction markets, political science, the future of election forecasting, the 2026 midterms, Democratic Socialists in primaries, big-city politics, gender polarization, and what Republicans and Democrats can learn from each other. Topics include: Graham Platner drops out of the Maine Senate race Maine Democrats scramble to pick a replacement nominee Troy Jackson, Shenna Bellows, Nirav Shah, Jordan Wood, and Dan Kleban Maine Senate election odds and 2026 Senate control Nigel Farage, Reform UK, and Count Binface The UK’s strangest by-election RealClearPolitics adding Polymarket odds Polling averages vs. prediction markets Why prediction markets matter for political analysis The future of election forecasting after 538 House and Senate control markets DSA-aligned candidates in Democratic primaries Urban decline, migration, and big-city politics Young men, gender polarization, and the Trump coalition What the GOP and Democrats can learn from each other Guest: David DesRosiers — Publisher, RealClearPolitics Sponsored segment: Includes a Polymarket ad read. Disclaimer: Eventual is for informational and entertainment purposes only. Nothing in this stream should be understood as financial, legal, investment, gambling, or trading advice. Guests, hosts, 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. Subscribe to Eventual for more politics, prediction markets, election odds, and probabilistic analysis. #PredictionMarkets #Polymarket #RealClearPolitics #Politics #Election2026 #Midterms #MaineSenate #GrahamPlatner #NigelFarage #CountBinface #Polling #ElectionForecasting #PoliticalScience #Eventual 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.
Jul 8

Trading Graham Platner's downfall | Curt Mills + Iran

Alex Keeney and Brian take on a packed show: the USMNT’s latest collapse, Graham Platner’s implosion in Maine, what it means for Democrats’ Senate hopes in 2026, and the prediction markets moving around Senate control. Then, Curt Mills, executive director of The American Conservative, joins Eventual for a wide-ranging conversation on Trump’s Iran options, the odds of a nuclear deal, uranium enrichment, the Strait of Hormuz, MAGA foreign policy, China, AI regulation, data centers, and the early 2028 presidential field. Also on the show: what we’re watching this week, Congress doing nothing, inflation, Odd Lots, Neera Tanden, and whether Britain has gone bonkers again. Topics include: USMNT fallout Graham Platner and the Maine Senate race Democrats’ 2026 Senate path Susan Collins and Senate control markets Trades to watch this week Curt Mills on Iran, Trump, and foreign policy Iran nuclear deal prediction markets China, AI, and data center politics JD Vance, Marco Rubio, Gavin Newsom, and AOC in 2028 Oracle of the Week Guest: Curt Mills — Executive Director, The American Conservative Follow Curt Mills: https://x.com/CurtMills F ollow Joe Weisenthal: https://x.com/TheStalwart Follow Neera Tanden: https://x.com/neeratanden/status/2071... Sponsored segment: Includes a Polymarket ad read. Disclaimer: Eventual is for informational and entertainment purposes only. Nothing in this stream should be understood as financial, legal, investment, gambling, or trading advice. Prediction markets involve risk, and viewers are responsible for complying with all applicable laws and platform rules in their jurisdiction. Like, subscribe, and turn on notifications for more politics, markets, and probability. 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.
Jul 2

3 World Cup trades + AI backlash in Ohio

Alex Keeney is joined by Doug Campbell for a World Cup and politics-heavy episode of Eventual. First, Alex and Doug break down the World Cup through a prediction-market lens, focusing on home-field advantage, hostile road environments, altitude, and how those factors can shape knockout-stage expectations. Doug explains why home teams and home-continent teams may be undervalued, why older underdog-betting theories may not be working in recent knockout rounds, and where he sees value across World Cup markets. Then they turn to the latest New York Times/Siena battleground Senate polls. The numbers look rougher for Democrats in several key races, but Doug argues one poll should not radically change the broader picture. Alex and Doug discuss whether Democrats are still a buy, why polling error matters months before Election Day, and how a small miss could swing multiple Senate seats in either direction. Plus: Nate Silver’s World Cup model gets a shoutout, Barnard Bulletin earns Oracle of the Week, and Alex tees up the coming conversation with Andrew Tobias on Ohio politics, AI data centers, and the Sherrod Brown/John Husted race. 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.

5

out of 5

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Return of the dawg

Jun 28

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One of the best prediction market teams is back and better than ever.

Prediction Markets. Decoded.

Creator

Eventual
Years Active

2026
Episodes

13
Rating

Explicit
Copyright

© 2026
Show Website

Eventual