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Finance-minded analysis for sports cards and TCG.
New episodes drop Tuesdays at 7 AM CST.

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Episode 46: Financial Inertia: What Breaks the Card Market Episode 46
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Episode 46: Financial Inertia: What Breaks the Card Market

Mar 23, 2026

Overconfidence, loss aversion, and herd behavior keep card prices frozen until they aren't. We unpack inelastic markets, dealer probe pricing, and how trends really break.

Episode 45: Becoming the Card Show Oracle Episode 45
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Episode 45: Becoming the Card Show Oracle

Mar 17, 2026

Apply Fama-French factor investing to sports cards. We unpack supply, gem rate, and momentum factors plus the Akerlof lemons problem at every card show table.

Episode 44: Return of the King: Topps Chrome Episode 44
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Episode 44: Return of the King: Topps Chrome

Mar 10, 2026

Fanatics 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 Sports Card Sets: Top 1% Controls 99% of Value Episode 43
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Episode 43 Sports Card Sets: Top 1% Controls 99% of Value

Mar 3, 2026

Gem market cap analysis of 30 Panini Prizm sets across basketball, football, soccer. Top 1% of cards hold 99% of set value.

Episode 42 I Found The Most Undervalued Cards in the Hobby Episode 42
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Episode 42 I Found The Most Undervalued Cards in the Hobby

Feb 24, 2026

BGS 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 Meta-tagging 311 Sales: Lessons My Sports Card Portfolio Taught Me Episode 41
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Episode 41 Meta-tagging 311 Sales: Lessons My Sports Card Portfolio Taught Me

Feb 17, 2026

311 sports card sales analyzed. Meta-tagging reveals concentration beats diversification. GOAT players: 72.9% win rate. 2026 World Cup positioning strategy.

Episode 40 A Prizm Cross-Sport Comparison Episode 40
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Episode 40 A Prizm Cross-Sport Comparison

Feb 10, 2026

Gem Market Cap: LeBron vs Messi Panini Prizm Silvers 332 PSA 10s vs 6,192. Why this gap signals explosive upside. Data inside.

Episode 39 Player Archetypes and Valuation Episode 39
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Episode 39 Player Archetypes and Valuation

Feb 2, 2026

4 hypotheses on card value: GOAT multiples, generational prospects, post-hype sleepers, and position volatility. Lowest Common Denominator.

Episode 38 Why Your Cards Sell for Less (Auction vs BIN Breakdown) Episode 38
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Episode 38 Why Your Cards Sell for Less (Auction vs BIN Breakdown)

Jan 26, 2026

Auctions 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 PSA 9 is Dead. All Hail Gem Mint 10 Episode 37
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Episode 37 PSA 9 is Dead. All Hail Gem Mint 10

Jan 13, 2026

31 million PSA 10s created since 2020. Gem rate determines if your PSA 9 has value. Data across 3 eras, 4 sports.

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