00:00And what an awesome market that already has over $1.2 million in volume on Calci.
00:06What will the announcer say during the Pro Football Championship game?
00:10There's a lot of high leverage situations you can get into.
00:14Like, will they say Lombardi at 93%?
00:17Will they say MVP at 97%?
00:21Will they say NextGenStat at 88% Joe?
00:24This is a fantastic marketplace where it feels like a lot of these should be layups, no?
00:30Yeah, well, they are.
00:32Announcer Bingo, we like to call it, right?
00:34But it's also a great example of what we like to call the free money yield.
00:39And here's what I mean.
00:40Tom Brady is trading at 89 cents, right?
00:45His also appearance at this game, being in attendance, is listed at 97% here.
00:52So the market is saying there's a 97% chance that Tom Brady is in the building.
00:57Yet that market says there's only an 89% chance that the announcers will actually say his name.
01:04The Patriots are playing.
01:06He's going to be in a luxury box.
01:07The camera will cut to him.
01:09And without a doubt, the announcers are going to say, there's Tom Brady.
01:14I think 89 cents is a gift.
01:16This is an asset that pays out 100% of the time.
01:20Treat it like a high yield bond and max out your allocation here.
01:23By the way, if we flip the marketplace upside down and say, boy, a lot of these are easy,
01:28I'm thinking lower level price points, Joe, even make sense as well.
01:32How about a field goal if it's missed?
01:34The common phrase is no good.
01:35That's only trading at 39% right now.
01:38If you take a look at this game, a one-handed catch, which we might see.
01:42Hey, he tried to snag that one-handed.
01:44That's 27% right now.
01:46Late hit, 22%, and maybe my favorite, Joe, roughing the passer to be said at 20%.
01:53We're always talking about hitting the quarterbacks late, Joe.
01:57Yes, there is.
01:58And you just think about all of the games that you have watched so far this season here.
02:03You go down that list and the price points, Donnie.
02:06You could just invest in this market for this game and likely come out ahead when that game is over.
02:13And you don't have to invest and hold your money down very long because it will be over.
02:19It could be over after the first quarter you could cash in.
02:23By the way, we love the commercials here.
02:25And also, you can wager and invest on those commercials.
02:28Which brands will advertise during the big game?
02:31Hims and hers, 98%.
02:33T-Mobile, 98%.
02:35Pepsi, 98%.
02:36When you talk about those long-term bonds that you want to buy,
02:40those guys have already bought into the Super Bowl ads and probably paid between $7 to $10 million.
02:46Yeah, that ad is going to air, Joe.
02:48Yeah, listen, I think the liquid death at 98 cents, I think we can, there's not a lot,
02:54we never talk about locks, Donnie, but I think that's a lock.
02:57I mean, they burned all their cash on marketing heading into this game, right?
03:01But the open AI at 90 cents, I think, is interesting, too,
03:05because that feels like it's a hype valuation.
03:09I might look to short something along the lines like open AI at a 10% return to me
03:17is not worth the risk that Sam Altman is going to save $7 million or $10 million for this ad.
03:24I might look to short a couple of these.
03:27You may think that the hype says they're going to advertise and run a spot,
03:32but it may not be there.
03:33Give me this one, Joe.
03:35DoorDash will advertise during the Super Bowl trading at 16% as a chance.
03:40A $100 investment would pay back $5.89.
03:44Of course, they're going to be involved.
03:45You're going to be like, look, halftime's coming up.
03:47DoorDash your food here.
03:49That's got to be in there.
03:50And that is a nice price premium here.
03:51But also, Joe, who will attend the big game?
03:54Those are the questions we want to know.
03:55And the joke for me is Tom Brady at 97%.
03:58He's calling the football game, Joe.
04:00I think he's going to be there.
04:02Listen, to me, there's a no-brainer here on the board, and it's the entourage here, discrepancy.
04:10How in the world is Ben Affleck trading at $0.95 to attend, but Matt Damon is trading at $0.69?
04:19They're best friends.
04:21They're from Boston.
04:22The Patriots are in the Super Bowl.
04:25They sit in the same suite.
04:27There is no world where Ben Affleck goes and Matt Damon stays home.
04:32Damon at $0.69 is totally mispriced.
04:35The market is ignoring this whole entourage effect.
04:39I would invest in Matt Damon.
04:41It should be closer to where Ben Affleck is at $0.90.
04:44And you know who's right below Matt Damon?
04:46It's Mark Wahlberg.
04:47These guys are born and bred in Boston here with a ton of money and most likely probably live in California as it is.
04:53Those are some sharp angles that you could take if you want to swing it down the board.
04:57Is Taylor Swift going to be at the Super Bowl?
04:59She's been at the past couple because her fiancé, Travis Kelsey, has been at those Super Bowls.
05:04Christine Noem, 10%.
05:06What could she be doing there?
05:07Maybe outside the stadium and be there.
05:09Barack Obama, 9% chance here.
05:12That's a lot of chances.
05:13You can make some dough at this point, Joe.
05:15Yeah, I mean, and I don't think that's a market where you go for the lottery ticket.
05:20You don't need the home run.
05:21You just need the profits.
05:22And they're staring you in the face.
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