Episode Details

The bull run is roughly a year and a half old. People are getting nervous.

Matt takes the temperature three ways: Fanatics Fest, the National, and the SoCo Expo. Three different reads on the same hobby.

Covered in this episode:

 Loss aversion and the psychology behind selling
 Why the COVID comparison breaks down
 Institutional money, breaking, and new distribution
 The Panini to Fanatics shift as a market signal
 Pokemon, One Piece, Disney, F1, and modern soccer as early markets
 What a healthy pullback looks like

No call on the top. A method for reading the room.

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