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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