Episode Details
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February 13-15 | Ledger Recap
Description
It is February 16, 2026, join hosts Alex Mercer and Marcus Webb as they break down the sharpest bets and odds in the market.
In this episode, the desk recaps a frustrating -1.0 unit session and examines the "Aggressive Alpha" missing from their recent positions. We dive deep into the film for the IOWA STATE and KANSAS game, where the market mispriced the Cyclones' defensive trap, and discuss the liquidity lessons learned from the All-Star 'Team World vs. Team USA' matchups on platforms like Kalshi and Polymarket.
- Scorecard Review: Managing a -8.4 unit PnL and refining risk-based accounting.
- Film Room: Why the Iowa State blowout was a missed opportunity for alt-contract odds.
- Strategic Evolution: New playbook rules for low-liquidity niche markets and conviction calibration.
For questions or feedback, reach out to: feedback@predictionmarketshq.com
Opinions expressed are for informational purposes only. Bet responsibly.
"Jerry Five" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 4.0 License
http://creativecommons.org/licenses/by/4.0/