#2463 - Steve-O

Bullish:

• $MRBE - Mr. Beast's content and business model is phenomenal with massive viewership and strategic approach to content creation.

  • “It is unbelievably good. And and I'm not being”

    Steve·5:20

  • “He's a wizard, man. That dude's very smart.”

    Joe·5:23

  • “He's like a really interesting guy because he's kind of open about what he does and he tells people how to do it. Right. You know, like how to manipulate the algorithm and how to get people to get excited and click on your link based on what the images and the text says and Yeah. He thinks about all that shit.”

    Joe·5:27

  • “I understand that they had a 100,000,000 viewers.”

    Steve·47:32
• $UFC - UFC has superior production value, entertainment quality, and business model compared to boxing, with better broadcast structure and undercard quality.

  • “And that's what's so great about about the UFC is that the whole card's good. The production's insane. There's no downtime. It's just like you can sit there for fucking six hours. Right. You know?”

    Steve·49:08

  • “UFC, without doubt, is the best promotion in all of comic sports in terms of entertainment, production value, the people in the truck, the the experts. Right. Like 100%. They're the best.”

    Joe·49:31

  • “Some of the undercards are the best fights.”

    Joe·48:50
• $NFLX - Netflix demonstrated massive reach with boxing events, though execution could improve - shows platform's potential for live sports.

  • “108,000,000 is crazy. That's a of fucking people.”

    Joe·48:08

  • “It's a lot of people, but what a blown opportunity when you think, like, okay. Now Netflix had they knew they were gonna have that many viewers or Right. If not that many. They knew they're gonna have a lot.”

    Steve·48:11

Bearish:

• $BOXING - Boxing broadcasts have poor production quality with too much downtime and inferior entertainment value compared to UFC.

  • “But with boxing, there's so much time in between the bouts.”

    Steve·49:23

  • “They don't do as nearly as good a job.”

    Joe·49:29

  • “Boxing is, it is a fascinating sport. It's a mess. I mean, far as the broadcast goes.”

    Steve·50:13
• $DEBT - US debt situation is unsustainable with over a trillion in interest payments alone, forcing money printing and devaluation.

  • “That the unsustainable debt, like, already over a trillion dollars just paying for the interest alone. Right. Like there's they're all that now like, you know, other nations, central banks, whatever like, they like the they wanna de dollarize.”

    Steve·1:19:21

  • “So when it becomes more difficult for The United States to sell its treasuries, they gotta increase the yield, which means bigger interest payments. So at a certain point, it's like just the paying the interest on the debt is like a crippling thing.”

    Steve·1:20:14

  • “And by the Fed printing money the way they're printing, you can't inflate the money supply without devaluing the dollar. Right. So inflation more and more is gonna be a thing.”

    Steve·1:20:31
• $LABOR - AI will eliminate many jobs across the economy, fundamentally disrupting the labor market and traditional employment.

  • “And then on top of that, AI comes and wipes out all the jobs.”

    Steve·1:21:08

  • “It's spooky because no one really knows exactly what's gonna happen, you know, or how it's gonna happen or how people will be compensated in order to keep society functional.”

    Joe·1:21:14

  • “And then all of sudden AI comes in and wipes that out. Like, what are you gonna do?”

    Joe·1:22:00