Markets · AI labs & IPOs

US x China agree to pace the AI frontier in 2026?

What podcast experts are calling on this question, one vote per expert, each linked to the episode it was said in.

Odds of YES

6%
closes Jan 1, 2027

Experts with a view

2
last 30 days

Latest call

Sep 25
as of the latest episode

The experts' calls

Each expert's current view: the side of their latest day's calls in the last 30 days, newest first.

  • Mike Froman · Wall Street Week

    no

    “I think it's going to be very difficult to get the Chinese to agree to anything, at least in the short run”

    Sep 25, 2026 · Episode

  • Michael Every · Macro Voices

    no

    “I think that's desperately naive because in exactly the same way that we talk about that, and China is no fan of, for example, nuclear weapons, China is massively expanding its nuclear arsenal at the moment.”

    Sep 25, 2026 · Episode

PodLume Signals is a structured record of opinions expressed on podcasts, attributed to the speaker who voiced them. It is not investment advice, not a recommendation to buy or sell any security, and no statement here is verified for accuracy. Outcome verdicts are a mechanical comparison of an instrument's price move against a benchmark over a fixed window and say nothing about future performance. Odds are Polymarket's.