#14. Kinetic Strike Out

02/01/2026 47 min
#14. Kinetic Strike Out

Listen "#14. Kinetic Strike Out"

Episode Synopsis

Send us a textThis week on The Poly Marks Podcast, Joel hosts Matt and Andrew for a fast-moving recap of the week’s biggest markets: a reported kinetic strike in Venezuela that turns into a rules-and-resolution fight, the Supreme Court tariff case and what the justices’ questions might signal, plus rising tension around Iran and the growing sense that a wider conflict is being priced in. The boys finish north of the border with Canada recession odds, Carney/Parliament math, and what it all means for positioning in 2026.