Episode 4: Michael Yo on Celebrity Engagements, Trillion-Dollar Companies, and Whether the World Makes It to 2027
Noah welcomes comedian and TV personality Michael Yo, fresh off a trip to South Korea, for a fast-moving run through the markets. They cover whether Timothée Chalamet survives dating a Kardashian, who walks away with the most Oscar nominations, which company is sitting on top of the world at year end, whether anything bad actually happens in 2026, and whether the Miami Hurricanes can finally turn promise into a national championship. Each segment ends the only way this show ends: a Yes or No.
In This Episode
Kylie Jenner and Timothée Chalamet engaged in 2026?
Noah and Michael open on the celebrity engagement watch of the year. The market currently gives it a 23% chance, down from a February peak of 59%. The collapse is the funny part. There has been no public sign of trouble, and the two have only been seen together more often, with Kylie recently getting ready mid-flight on a private jet for a last-minute New York date night. The crowd fell in love with the proposal idea in February and has been quietly talking itself down ever since. The final question: does it happen this year, and does Timmy make it out alive?
Most Academy Award nominations in 2026?
A market on which film leads the nominations board, which is really a market on Hollywood’s favorite indoor sport: the For Your Consideration campaign. Michael and Noah get into whether the trophies follow the movie or the marketing budget. Yes or No on the frontrunner.
The most valuable company at the end of 2026?
NVIDIA enters as the runaway pick, with its market cap having pushed above $5 trillion for the first time, making it the world’s most valuable public company on the back of record AI chip demand. The interesting wrinkle is everything underneath it. SpaceX ran an IPO roadshow targeting a $1.75 trillion valuation, Alphabet briefly pushed past $4 trillion, and Apple keeps hitting all-time highs on AI-driven optimism. The throne looks secure. The fight for second is where the money moves. Which company, and why?
The most philosophical contract on the platform. A bet on whether the year passes without a genuine catastrophe from a long list of doomsday outcomes. Buying Yes is a bet on humanity having a quiet year. Buying No is a bet that something on the list goes wrong. Michael gives his read on whether he is long on civilization or bracing for impact.
College football 2027 champion?
The closer, and the one Michael has a rooting interest in. Can the Miami Hurricanes finally convert two decades of “this is the year” into an actual title? If not the Canes, who? Yes or No on Miami.
Trade the Markets
Every question in this episode is live. Links above. Odds move fast, so what you see on the show may not be what you see when you click.
About The Spread Sheet
The Spread Sheet is a comedy show built around prediction markets. Each week, Noah Gardenswartz and a comedian guest pull topics straight from the markets, talk them through, and land on a Yes or No. New episodes weekly.