Finance-minded analysis for sports cards and TCG.
New episodes drop Tuesdays at 7 AM CST.
Episode 46
Episode 46: Financial Inertia: What Breaks the Card Market
Mar 23, 2026Overconfidence, 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
Episode 45: Becoming the Card Show Oracle
Mar 17, 2026Apply 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
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.

