Poly Marks

#19. Keir Today, Gone Tomorrow

Andrew, Matt, and Joel

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Ep. 19 opens with Epstein spillover markets and Andrew’s spicy angle: betting Keir Starmer resigns (Feb 28 / Jun 30) after Labour’s U.S. ambassador pick Mandelson gets dragged into the newest Epstein-file drop and Starmer looks visibly rattled defending it in Parliament. The boys riff on how everyone lies about Epstein proximity, why the coverup might be the real career-killer, and whether the genie is finally out—public pressure, grandstanding, and “big scalp” fantasies included.

Then it’s back to the weekly Iran desk: they debate whether talks in Oman are real progress or just theater, how “Friday strikes” become a tradable pattern, and why timing matters (defense batteries, optics, Olympics, midterms). Cuba gets an update: Diaz-Canel out markets look more plausible with oil/inputs tightening, and they argue whether “invasion” language ever resolves cleanly versus “peacekeeping.”

They close on Bitcoin pain & market plumbing: why crypto feels like it’s maturing past the meme era, how institutions may “fractionalize” BTC the way banks do money, and why volatility screams leverage unwinding. Tease for next episode: Canadian separatism referendum market (“not financial advice,” allegedly).