
Brew Markets Prediction Markets Enter the Octagon & Disney Experiences a Drop
10 snips
Nov 13, 2025 A groundbreaking partnership between TKO and Polymarket allows fans to trade prediction contracts live during UFC events, shaking up the sports betting landscape. Disney faces a mixed quarter, with streaming challenges and revenue misses, while Dillard’s stock soars thanks to its unique family-run structure. Cisco impresses with strong IoT growth and better-than-expected results. Meanwhile, Invesco's push for QQQ conversion sparks a voting dilemma, and Verizon prepares for significant leadership changes and workforce reductions.
AI Snips
Chapters
Transcript
Episode notes
Prediction Markets Go Live In Sports
- TKO's deal with Polymarket can mainstream prediction markets inside live sports events.
- That partnership poses a real competitive threat to traditional sports-betting firms like DraftKings.
Big Capital Is Betting On Polymarket
- Polymarket attracted major capital interest and high private valuations this year.
- ICE's investment highlights legacy exchanges' move into prediction-market and crypto-adjacent businesses.
Disney's Profits Lean On Experiences
- Disney's parks and experiences now account for over half the company's operating income.
- International parks and cruises showed especially strong growth and capex plans.
