Nicole Kagan
Head of Research and member of the markets/rules team at Kalshi (prediction markets exchange), responsible for research, rules writing, and CFTC certification processes; former macro investor and economics researcher with experience at Bridgewater Associates.
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Apr 1, 2026 • 26min
Kalshi Beats Consensus | The Brainstorm EP 125
Nicole Kagan, Head of Research at Kalshi and former macro investor, explains how prediction markets can financialize uncertainty. She covers liquidity as the engine of price discovery. She outlines rules and insider protections, and explores novel hedging from macro trends to sports, AI, politics, and pharmaco trials.
