Finance-minded analysis for sports cards and TCG.
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Episode 44
Episode 44: Return of the King: Topps Chrome
Mar 10, 2026Fanatics paid $500M for Topps and locked NFL/NBA/MLB licenses. We unpack the supply structure, refractor scarcity, and what the closed Panini Prizm era means for collectors.
Episode 43
Episode 43 Sports Card Sets: Top 1% Controls 99% of Value
Mar 3, 2026Gem market cap analysis of 30 Panini Prizm sets across basketball, football, soccer. Top 1% of cards hold 99% of set value.
Episode 42
Episode 42 I Found The Most Undervalued Cards in the Hobby
Feb 24, 2026BGS 10 P is 39x rarer than PSA 10 but only 1.79x the price. Population data, valuation multiples, and why structural mispricing won't last.
Episode 41
Episode 41 Meta-tagging 311 Sales: Lessons My Sports Card Portfolio Taught Me
Feb 17, 2026311 sports card sales analyzed. Meta-tagging reveals concentration beats diversification. GOAT players: 72.9% win rate. 2026 World Cup positioning strategy.
Episode 40
Episode 40 A Prizm Cross-Sport Comparison
Feb 10, 2026Gem Market Cap: LeBron vs Messi Panini Prizm Silvers 332 PSA 10s vs 6,192. Why this gap signals explosive upside. Data inside.
Episode 39
Episode 39 Player Archetypes and Valuation
Feb 2, 20264 hypotheses on card value: GOAT multiples, generational prospects, post-hype sleepers, and position volatility. Lowest Common Denominator.
Episode 38
Episode 38 Why Your Cards Sell for Less (Auction vs BIN Breakdown)
Jan 26, 2026Auctions average 14.4% less than Buy It Now. But there's a catch. Stanford research meets sports card strategy: When to Auction and BIN.
Episode 37
Episode 37 PSA 9 is Dead. All Hail Gem Mint 10
Jan 13, 202631 million PSA 10s created since 2020. Gem rate determines if your PSA 9 has value. Data across 3 eras, 4 sports.
Episode 36
Episode 36 Demand Windows: A Rising Tide Does NOT Lift All Cards
Jan 5, 2026A rising tide doesn't lift all cards. Demand has direction. Sport-by-sport breakdown where capital is flowing in 2026. 4-question checklist.
Episode 35
Episode 35 Why Billionaires Are Buying Cards (And What It Means for You)
Dec 30, 20252025 is not 2021. High-end at 96% of ATH. Low-end at 43%. Capital flows down - not up. Why billionaires are buying and what comes next.