Welcome to the latest edition of the WE+M podcast. This week, Scott Longley is back from New York and he joins Jake Pollard to discuss the worries over a bear market, the latest earnings from the most significant gaming affiliates Catena Media and Better Collective, the developing situation regarding FanDuel’s rise and rise, and a quick word on Betclic and its looming SPAC merger.

Further reading

On the bear market

Chris Grove’s presentation to iGaming Next last week.

Carsten Koerl suggests on the Sportradar Q1 earnings call that there is a disconnect between public and private valuations.

On gaming affiliates

Better Collective and Catena Media reported their Q1 earnings yesterday.

On FanDuel

Flutter CEO Peter Jackson says FanDuel is “leaning in” where others are pulling back.

On Betclic

On the problems with SPACs:

“The abysmal performance of businesses that have gone public by merging with special purpose acquisition companies has emboldened the US Securities and Exchange Commission to beef up investor protections and disclosure requirements.”

What else we’re listening to

The Gambling Files with another great episode.

Contact us

• Scott Longley scott@clearconcisemedia.com

• Jake Pollard jake@openmediaservices.com