Episode 93: Sports Betting Stocks Are Down Bad

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  

Host Brad Allen is joined by EKG analyst Alun Bowden to recap recent gambling industry news, including: Takeaways from SBC Lisbon and the apparent growth in black market companies The thinking behind Allwyn’s acquisition of PrizePicks  

Host Brad Allen is joined by Strive Gaming founders Damian Xuereb and Max Meltzer to discuss their journey from founders to investors, including: Why Adam Wexler was the perfect founder for PrizePicks What they look for when investing in a start-up

Host Brad Allen is joined by pro bettor Man of the Vig to discuss prediction markets, including: The current holes in Kalshi's product Which rival has a better UX Whether prediction markets will ever be competitive with sportsbooks 

Host Brad Allen is joined by Circa Sports CEO Derek Stevens to discuss: Beating out FanDuel for an untethered OSB license in Missouri The upcoming launch of Circa Sports' new tech stack Plans to upgrade the sports betting product

Host Brad Allen is joined by Eilers analysts Chris Krafcik and Jimmy Neilly to discuss the firm's recent DFS+ report, including: Why PrizePicks is a compelling acquisition target A surprising contender for best DFS+ product What OSB firms can learn from DFS+ apps

Host Brad Allen is joined by Penn Interactive chief product officer Billy Turchin to discuss: Billy’s background in the industry and at FanDuel ESPN Bet’s product plans for NFL season Integrating betting into the ESPN DTC product

Host Brad Allen is joined by Regulus Partners analyst Paul Leyland to discuss earnings season, including: Whether FanDuel has lost its SGP dominance What to expect from ESPN Bet’s product enhancements Whether BetMGM’s “premium mass” strategy is sustainable

Host Brad Allen is joined by EKG director of product analysis Jimmy Neilly to discuss EKG’s 1H25 Online Casino App Testing Report, including: Why BetRivers continues to fall down the rankings The factors behind bet365’s rise How arcade gamed helped DraftKings to top spot