The bros regroup after a lost recording and dive back into PolyMarket. Andrew takes a long-shot: Ukraine recaptures any Crimean sliver by June 2026 (8%). They spar over Russia’s escalation room, then pivot to Virginia’s AG race drama (Andrew bets “No” on Jay Jones). Big portfolio check: Trump lowering Canadian tariffs—partial profit taken; rules mean any tariff tweak resolves “Yes.” Venezuela “pizza tracker” chatter returns; Andrew still likes a minimal U.S. strike. Gaza cease-fire odds rise; Netanyahu’s coalition math looms. New bet: U.S. shutdown becomes the longest (35+ days).
