Poly Marks

#5 Poor Marks

Andrew, Matt, and Joel

Joel, Matt, and Andrew discuss recent economic uncertainty, including recession risks, job market revisions, and potential Fed rate cuts. They explore how tariffs and global instability affect investment confidence, with Canada facing deeper struggles than the U.S. The conversation moves to geopolitical tensions in places like Venezuela and Ukraine, touching on bets tied to military involvement and ceasefires. They also cover political developments, including the New York mayoral race and debates over Palestine recognition. The episode closes with reflections on betting strategies and portfolio performance.