The Letters
Positions, in writing
Live prediction-market positions, on the record before they settle. Every call is logged at the price it was made, published before resolution, and graded in public — the same standard the show holds its guests to.
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Sep 6, 2026 · Conferences · PREDICT · Oct 6–7
PREDICT 2026: Why This Prediction Markets Conference Is Worth Watching
Seventy-plus speakers, the CFTC, the market makers, and the lawyers in one room at the Marriott Marquis, one month before the midterms. Who's speaking, who should attend, and the four market-backed questions Betting the Future will be asking on the record.
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Sep 6, 2026 · Conferences · NEXTPredict · Oct 22–23
NEXTPredict NYC 2026: The Conference That Hedged Itself on Kalshi
2,500 people, 200 speakers, five stages, and a $3 million flight-cancellation hedge bought on Kalshi before the doors open. The B2B summit at Convene Hudson Yards, two weeks before the midterms, and the same four questions asked to a different room.
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Aug 27, 2026 · Nvidia · The Autopsy
What losing $100 on the Nvidia earnings call taught me about my model, my process, and what changes next
Zero for five, fully documented. One AWS sentence revived both retired words, an extraordinary quarter cracked the structural floors, and the dividend leg proved the mechanism and lost anyway. The receipt, plus eight process changes — on the record.
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Aug 26, 2026 · Nvidia · Q2 FY2027 · Settled
Five positions on the exact words Jensen and Colette will say tonight
An earnings call is a document with structure, and structure can be modeled. $100 across five Kalshi word markets — Cosmos, Omniverse, Gaming, Self Driving, and the dividend count — on Nvidia's Q2 FY2027 call. Settled the same night, zero for five; the postscript grades every position.
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