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Which podcasts are discussing DKNG?
18 ATTRIBUTED IDEAS · 12 EPISODES · 9 SHOWS
The shows
Yet Another Value Podcast
Animal Spirits
CNBC Fast Money
Afford Anything
Bloomberg Surveillance
On The Margin
Prof G Markets
The Compound and Friends
The Twenty Minute VC
Where the discussion went deepest
19 APR19 APRYET ANOTHER VALUE PODCAST · 10:00
DraftKings as a two-to-three-year double
“The bull case for DraftKings is that the removal of the prediction-market overhang in about two years will allow the market to refocus on the underlying, high-margin iGaming business, leading to a potential doubling of the stock price.”
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG · with Aganju's Tolu Bukola
Core thesis · 5/5Verify in source →
19 APR19 APRYET ANOTHER VALUE PODCAST · 15:00
Prediction markets overblown as DraftKings threat
“The bull case argued that the existential threat from prediction markets like Calci and Polymarket is overblown, citing historical evidence from the UK where they coexist with sportsbooks at only ~5% market share.”
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG · with Aganju's Tolu Bukola
Core thesis · 5/5Verify in source →
28 JAN28 JANYET ANOTHER VALUE PODCAST · 06:45
Regulatory tail risk for engineered vices
“The host argued that highly engineered modern vices like potent cannabis and mobile sports betting/gaming carry a non-trivial tail risk of future government crackdowns, which could impair the business models of companies in those sectors.”
January 2026 Random Ramblings
Core thesis · 5/5Verify in source →
22 JUL22 JUL 2025ON THE MARGIN · 10:00
Illegal gambling dwarfs legal market
“The guest argued that the illegal global gambling market is vastly larger than the legal market, with 70% of total wagers being offshore and illegal, which suppresses profitability for legal operators.”
The Hidden Empire: How Crypto Gambling Became an $81 Billion Shadow Industry
Core thesis · 5/5Verify in source →
31 JUL2W AGOAFFORD ANYTHING · 12:45
Pessimism drives risky 'giving up' financial behavior
“The discussion framed the rise in speculative gambling and meme-stock investing not as recklessness, but as a psychological 'giving up' response to perceived unattainable financial goals like homeownership.”
She's Researched Money for 30 Years—and Never Seen It This Bad for Young People, with Beth Kobliner · with Beth Kobliner
25 JUN25 JUNTHE TWENTY MINUTE VC
Federal prediction market regulatory arbitrage drives Kalshi
“Kalshi is leveraging CFTC federal oversight to operate a nationwide prediction market, capturing massive sports betting volume without navigating state-by-state licensing hurdles.”
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno
In depth · 4/5Verify in source →
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