Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Betting Markets Are the New Stock Picker Frontier
In this episode, Lucas and Luna dig into the surge of prediction markets and what they signal for stock pickers in August 2026. They break down how the rise of platforms like Kalshi and Polymarket has caught regulators' attention, and why the S&P 500 at 7,786 with a 0.4% gain this week masks a broader rotation into small caps and value. Using Berkshire's recent Alphabet bet as a case study, they explore how event-driven trading is blurring the line between sports betting and investing. Plus, Lucas shares a framework for reading prediction-market odds as a leading indicator for…
The skinny
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