All Episodes
Sportsbooks Weaponize Data to Exclude Winners, Amplify Losers
Sportsbooks use algorithms to identify and exclude winning bettors while amplifying predictable losses, creating a deeply asymmetrical playing field.
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Perceived Risk Arbitrage: Monetizing Spectacle in Media Production
Netflix leveraged Alex Honnold's climb by capitalizing on the vast gap between perceived danger and actual risk, creating a low-cost, high-impact spectacle that boosted brand value.
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Sphere Entertainment's Pivot to Smaller, Franchised Venues
Sphere Entertainment pivots to smaller, $1 billion venues and a franchise model, expanding global reach from a dozen to over 100 cities and transforming into an asset-light licensor.
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Kroenke's Real Estate Strategy: Sports Teams as Anchor Tenants
Stan Kroenke built a $20 billion sports empire by using teams as anchors to unlock massive real estate value, a strategy mirroring Walmart's playbook for commercial development.
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PGA Tour Consolidates Power Through Equity and Returner Program
The PGA Tour's $3 billion fundraising and equity payouts create "golden handcuffs" for top players, strategically weakening LIV Golf and positioning the tour for future media rights.
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Coach's ROI: Football Drives University Admissions, Sponsorships, and Economy
A top coach drives millions in revenue through sponsorships, ticket sales, and attracting out-of-state students, proving their value far exceeds salary.
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Trump Administration Seizes Public Golf Courses for Upscale Venue
Public golf courses are being transformed into an upscale venue, sacrificing affordable access for taxpayers and community programs. NLT's successful model of reinvestment and accessibility is overridden.
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University of Utah's For-Profit Partnership Maximizes College Sports Revenue
College athletics faces crippling deficits; this new model leverages private equity's operational expertise to maximize revenue, shielding academics and taxpayers from losses.
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NASCAR Antitrust Trial Exposes Unsustainable Business Model and Team Financial Strain
NASCAR's business model faces a seismic challenge as a lawsuit reveals most teams lose money annually, exposing alleged anticompetitive practices and risking over $1 billion in damages.
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Colorado's Athletic Deficit: Structural Management Problem, Not Sanders' Salary
Colorado's athletic department faces a $27 million deficit despite record revenue, driven by runaway expenses and systemic management issues, not just coaching salaries.
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Metropolitan Park: Casino Integration Mitigates Mets Seasonality, Boosts Returns
Transforming parking lots into a $3.9 billion annual revenue casino complex creates a year-round entertainment neighborhood, decoupling team performance from financial stability.
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Live Experiences: The Scarce, Authentic Antidote to AI
As AI floods the world with cheap content and creates more leisure time, live sports and authentic experiences become the ultimate scarce commodities, making them increasingly valuable.
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AI Frees Time, Makes Live Sports Priceless
AI-driven productivity frees leisure time, flooding the world with cheap content, making scarce, authentic live experiences like sports exponentially more valuable.
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Unrivaled Sports: Building A Better Youth Sports Experience
Unrivaled Sports transforms fragmented youth sports into premium, inspiring experiences, acquiring iconic venues and forging strategic partnerships to make elite athletic development accessible to millions of young athletes.
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NYC Marathon: Billion-Dollar Business, Exclusive Race
The NYC Marathon is a billion-dollar business with an acceptance rate lower than Harvard, leveraging sophisticated entry systems and sponsorships to fuel its massive economic and cultural impact.
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Pickleball's Explosive Growth: From Backyard Game to Multi-Million Dollar Business
Pickleball explodes from a backyard game into a $74 million business empire, fueled by 20 million players, celebrity investors, and a unified professional league.
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