Playbooks & Portfolios

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.Chapters00:00 Steph Curry's Leaning Deal15:57 NBA Finals and Global Expansion21:12 The Importance of Due Diligence26:21 Impact of Advertising in Sports42:14 Institutional Capital Entering New Sports47:23 Importance of Athlete Ownership and Sports EcosystemsPlease like, subscribe, and repost so you don't miss anything!

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.Chapters00:00 AI Companies Going Public12:13 Valuation of AI Companies23:00 Government Regulation and Impact on Nike46:53 AI in Sports

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 retention, the rise of sports collectibles, and the future of predictive markets.. The conversation covers a range of topics including investment diversification, real estate, philanthropy, the future of sports and fan engagement, and the Aura Ring IPO and the health industry. Please like, subscribe, and repost!

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!Chapters00:00 The Business of Sports and Entertainment11:40 Drake's $2 Billion Power Move18:05 The Best Sports Cities in America23:28 Golf's Growing Influence31:05 FIFA World Cup and Soccer's Impact

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 updated on the latest news in the sports and finance world!

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 provides insights into the impact of capital infusion on sports, competition for eyeballs and distribution, and the roadmap for young founders.

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.Chapters00:00 NFL Draft and Athlete Co-Ownership Funds11:21 Regulation of Sports Prediction Markets30:41 TPG's Investment in Learfield and Personal Updates

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.Chapters00:00 Draft Week Excitement07:08 Malcolm Jenkins' Investment Firm19:38 Capital Inflow into Sports Ecosystem26:26 Rapid Growth of Sports Investments

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 development and business opportunities.

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 Order on NIL, and NFL Flag Football.Be sure to Like and Subscribe to stay updated on the shifting landscape in sports!

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.