The Value Case for Prediction Markets in 2026

Lucas and Luna explore the value investing case for prediction markets, sparked by Kalshi building a 'Bloomberg Terminal' for high-end traders. They break down how platforms like Kalshi and Polymarket create arbitrage opportunities, why the SEC's regulatory shift matters, and how a value investor might approach this emerging asset class. With real data on the flat rate environment and market performance, they drill into the specific economics of prediction market liquidity and the Warren Buffett playbook for investing in infrastructure-like businesses. A concrete look at an unconventional value opportunity. #PredictionMarkets #Kalshi #Polymarket #ValueInvesting #BloombergTerminal #SEC #Arbitrage #AlternativeAssets #Buffett #Munger #FlatRate #Liquidity #Finance #Business #Investing #FexingoBusiness #BusinessPodcast #LongTermPicking Keep every episode free: buymeacoffee.com/fexingo