Playbooks & Portfolios

Playbooks and Portfolios: Claude's IPO, Nike, Sports in Politics and AI in Golf!

50 min · 4. juni 2026
episode Playbooks and Portfolios: Claude's IPO, Nike, Sports in Politics and AI in Golf! cover

Description

The boys delve into the impact of AI companies filing for IPOs and the subsequent implications on global markets as well as public sentiment on AI. They also cover the decline of Nike's stock, the challenges of investing in MLS teams, the intersection of sports and politics, and the use of AI in sports, particularly in golf. Chapters * 00:00 AI Companies Going Public * 12:13 Valuation of AI Companies * 23:00 Government Regulation and Impact on Nike * 46:53 AI in Sports

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11 episodes

episode Playbooks and Portfolios: Steph Curry, NBA Finals, the NCAA back in Congress, and More! artwork

Playbooks and Portfolios: Steph Curry, NBA Finals, the NCAA back in Congress, and More!

The Clifford Bros discuss Steph Curry's $400 million deal with Li-Ning, a Chinese sportswear company, and the implications of the deal on ownership, reputation, and risk. They also explore the NBA Finals, viewership, and the global expansion of the NBA. They finish up by talking about the evolving landscape of college sports and athlete compensation. They also delve into institutional capital entering new sports and the growth of the UFL. The conversation emphasizes the importance of athlete ownership and the development of sports ecosystems. Chapters * 00:00 Steph Curry's Leaning Deal * 15:57 NBA Finals and Global Expansion * 21:12 The Importance of Due Diligence * 26:21 Impact of Advertising in Sports * 42:14 Institutional Capital Entering New Sports * 47:23 Importance of Athlete Ownership and Sports Ecosystems Please like, subscribe, and repost so you don't miss anything!

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