Playbooks & Portfolios

The conversation covers the rising valuations and investments in sports leagues, the USA vs. Belgium soccer match, the NBA European League expansion, the process of valuing sports teams and leagues, and Pau Gasol's investment in Liga F. The discussion highlights the trend of international expansion in sports leagues and the significant financial implications of these developments. The conversation...

The Clifford brothers talk about how two major acquisitions in the sports media industry reshaped the landscape as well as athlete endorsement models evolving into ownership ventures. Also, the challenges faced by the FIFA World Cup and the monetization of college sports also emerged as key topics. Please like, subscribe, and follow us for more! Chapters 00:00 The Changing Landscape of Sports Medi...

The conversation covers an iconic sports weekend, the impact of sports on business, the World Cup and international sports, the valuation of sports teams, sports as a unifying force, the role of AI in sports, the NHL and social media, and UFC Freedom 250 at the White House. The conversation covers the excitement and success of UFC 264, the controversy surrounding the event's location, the intersec...

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 ente...

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...

The Clifford Bros welcome on our first ever guest to Playbooks and Portfolios: the Panthers' AJ DIllon! They delve into his diverse portfolio including real estate, children's book, sports collectibles the key to a Wisconsin county and more. Episode 10 also explores the case study of the Enhanced Games and the subsequent public stock crash as well as the crisis of LIV Golf and significance of fan...

The boys delve into the Raiders deal and the involvement of private equity followed by Drake's $2 billion power move in the music industry. The podcast also covers the best sports cities in America, the growing influence of golf, and the impact of the FIFA World Cup on soccer's growth in the United States. Please like, subscribe, and comment! Chapters 00:00 The Business of Sports and Entertainment...

Hear Sean and Liam recap the 3rd annual X Factor camp held in Cincinnati as well as delve into the dominance of major media companies in the sports media landscape and how sports carry these companies. We also explore the utilization of AI in football coaching and athletic director roles, discussing the potential impact and applications of AI in these arenas. Please like and subscribe to stay upda...

The episode covers the macro environment of venture capital, the impact of capital infusion on sports, the sports media infrastructure war, and the validation first pattern. It explores record-breaking Q1 venture capital deployment, the dominance of AI startups in global VC funding, ESPN's acquisition of NFL Network, and the trend of validating products in tough environments. The conversation prov...

The conversation covers a range of topics including the NFL draft, athlete co-ownership funds, private equity investment in college sports, and the regulation of sports prediction markets. The hosts also discuss personal updates and a surprise for podcast listeners. Chapters 00:00 NFL Draft and Athlete Co-Ownership Funds 11:21 Regulation of Sports Prediction Markets 30:41 TPG's Investment in Learf...

The episode covers the excitement and anticipation of draft week, the launch of JP Morgan's athlete council, wealth management for athletes, Malcolm Jenkins' investment firm, One Team Partners' athlete rights fund, the rapid growth of capital inflow into the sports ecosystem, athletes' rights and investments, and the future of sports investments. Chapters 00:00 Draft Week Excitement 07:08 Malcolm...

The boys delve into the rise of women's sports as an underappreciated asset class, the crazy valuations of sports franchises, cross-sport ownership and media conglomerates, regulation and the business of sports. As always, the intersection of sports and business is a key theme throughout the discussion, highlighting the evolving landscape of the sports industry and its impact on athlete developmen...

Sean and Liam are back with in depth conversation covering the evolving landscape of college sports and the NIL space, as well as the involvement of athletes in entrepreneurial ventures and investment opportunities. We discuss the impact of college sports regulations and the potential for athlete investment in the entrepreneurial world. We talk WHOOP's $10 BILLION evaluation, Trump's Executive Ord...

Welcome to Playbooks and Portfolios! This episode covers a broad overview of our portfolios, our vision for the future and Sean's trip to Doha. We'll dive into our commitment to their venture fund, Clifford Capital, and how we are dedicated to making a positive impact through our investments and partnerships.