Silver Bulletin • 293 implied HN points • 23 Mar 26
- He doesn’t incorporate prediction market prices into his models because he wants to preserve an independent perspective and avoid pre-diluting or effectively betting against his own forecasts.
- Prediction market inputs create technical problems — they can cause recursion and feedback loops and are highly correlated with existing signals, which makes models unstable and hard to fit robustly.
- Sports betting is drawing bipartisan backlash, with lawmakers and public figures pushing restrictions and many people annoyed by the ads and industry influence, signaling potential political momentum for regulation.