Betting markets replacing political polls
The hosts argued that prediction markets like Polymarket are making traditional political polling obsolete, as they provide a real-time, money-backed gauge of electoral odds.
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The story so far
REVIVED · 40 MENTIONS · 23 EPISODES · 14 SHOWS
20 JAN 2026 — 4 AUG 2026 · 2W AGO
11 SUPPORT · 2 CHALLENGE · 2 UPDATE · 1 REPEAT · 24 MENTIONED
- WHAT BITCOIN DID
16 EPISODES BETWEEN · 33 MENTIONS
- ANIMAL SPIRITS
- ANIMAL SPIRITS · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
- ANIMAL SPIRITS
- THE MEB FABER SHOW
- ANIMAL SPIRITS
- ON THE MARGIN · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE COMPOUND AND FRIENDS
- AFFORD ANYTHING
- BANKLESS
- SMARTERMARKETS · 3 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS · 13 MENTIONS
- Prediction markets tilting toward savvy institutions
- KYC failures deter institutional adoption · CHALLENGES
- Media partnerships create editorial conflict risk
- Prediction markets face regulatory uncertainty
- Prediction markets are susceptible to manipulation
- Regulatory battle: financial instrument vs. gambling
- International expansion faces gambling regulation hurdle
- US remains a uniquely friendly regulatory environment
- Prediction markets as a new hedging tool
- Liquidity constraints limit insurance-like utility
- Margin trading key for institutional hedging growth
- Prediction markets' accuracy vs. traditional polls
- Retail users often lose money on prediction markets
- REAL VISION DAILY BRIEFING
- ON THE MARGIN
- THE DERIVATIVE
- REAL VISION DAILY BRIEFING
- YET ANOTHER VALUE PODCAST
- THE GRANT WILLIAMS PODCAST
- Betting markets replacing political polls · THIS IDEA
- THE MEB FABER SHOW
- ON THE MARGIN
- THE COMPOUND AND FRIENDS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD