Episode 93: Sports Betting Stocks Are Down Bad

Host Brad Allen is joined by EKG's Chris Grove to discuss the firm's new prediction market report, including: Why Betfair Exchange comparisons miss the mark Why slots-style markets look inevitable How PM operators can justify their valuations Purchase the full report here.

Host Brad Allen is joined by EKG's product testing team Jimmy Neilly and Danny McCarthy to discuss their 2H25 sportsbook testing run, including: How DraftKings pulled clear at the top of the rankings Whether testers are responding  to FanDuel's Your Way parlay feature Why bet365 slipped two spots The app rankings are available for purchase here.

Host Brad Allen is joined by Alun Bowden and Matthew Trenhaile to discuss predictions for 2026, including: Handicapping the prediction market battle Matthew's idea for a truly responsible sportsbook

Host Brad Allen is joined by former FanDuel and SportsGrid exec Adam Kaplan to discuss: His new role at Astralis Capital Where Penn went wrong with ESPN Bet Whether ESPN still has value as a marketing asset

Host Brad Allen is joined by Jake Benzaquen, co-founder of ProphetX, to discuss the company's recent pivot to prediction markets, including What the exchange learned as a sweepstakes operator How the RFQ system works for SGP-style exchange bets How DraftKings might fare in prediction markets

Host Brad Allen is joined by EKG analyst Alun Bowden and Adam Small from Third Planet Media to discuss: How Polymarket and Kalshi can deliver on their recent funding rounds by growing outside of sports Whether they can ever get past the core ecology problem faced by other P2P games like poker and DFS

Host Brad Allen is joined by EKG analyst Alun Bowden to discuss: Hard Rock's new slots-style sports betting product in FL Wider-ranging impacts on online casino in the U.S. if other operators follow with similar products in other states

Host Brad Allen is joined by EKG policy lead Becca Giden to discuss: How MA might change VIP programs in the state New Jersey's recent moves to beef up RG due diligence  

Host Brad Allen is joined by Alun Bowden and former Evoke chief strategy officer Vaughan Lewis to discuss the troubled UK market, including: Whether the UK will avoid a doomsday scenario of 50% tax on online casino How big the UK black market could get

Host Brad Allen is joined by Betr head of gaming Alex Ursa to discuss: Kalshi's launch of SGPs and the subsequent impact on OSB stocks Whether FanDuel has peaked in OSB How the sale of PrizePicks helps Betr and its pick 'em business