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Showtime Interrupted: The Lakers Sale & Mark Walter + Inside the MLS with Camilo Durana, CBO at MLS

Inside The Owners Box

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Showtime Interrupted: The Lakers Sale & Mark Walter + Inside the MLS with Camilo Durana, CBO at MLS

25 просмотров · 9 дней назад
Inside The Owners Box
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25 просмотров · 9 дней назад
Episode 6 opens with a late entrant to the "who won the sports summer" debate: Kevin Durant. A seed check written in 2016 alongside Rich Kleiman turned into a reported eight-figure exit when Nvidia acquired the open-source AI company Hugging Face — a return that took a decade to arrive and carries a lesson most athlete investors never hear about hit rates, patience, and the twenty checks that go to zero. Then we get into Showtime, and not the good kind. The $12.5 billion Lakers sale came just nine months after the league approved Mark Walter as owner, and the reporting around his insurance empire — an FBI probe, allegations of undisclosed self-dealing, and echoes of a 2014 class action — raises a harder question that reaches all the way to the Dodgers' back-to-back titles: what does a championship mean if the money behind it is under investigation? (Commentary and allegations, not findings — no charges have been filed.) From there, the deal round. Jeff Bezos and partners take roughly 40% of Liverpool at a reported $7.5B valuation, with the option to buy the rest inside 12 months — old-school trophy ownership, not an operating play. Arctos adds the Falcons at $10.6B, its fourth NFL position. And Marc Lore sells his Timberwolves majority stake to Dragoneer founder Marc Stad at $4.5B, five years after buying in at $1.5B. The through-line: liquidity has arrived in what used to be the most illiquid asset class in the world, and the buyer pool has narrowed to private equity and tech money. We close with Buy/Sell/Hold on three emerging leagues — Unrivaled and the CBA risk hiding under its $650M valuation, the World Fencing League and the "velvet rope thesis," and Athletes Unlimited softball, where the youth and college pipeline already exists and only the pro layer is missing. Finally, Camilo Durana, Chief Business Officer and EVP of Major League Soccer, joins for his own conversation — from buying World Soccer Magazine with his allowance in Montreal to running marketing, media, events and Soccer United Marketing for a 30-club league. He breaks down why MLS paused its own regular season to build Leagues Cup with Liga MX, how the league approached the World Cup as an enterprise for the first time in 30 years, and what the transition from Don Garber to the next commissioner looks like from inside the building. Real talk, real numbers, and the deals shaping the business of sports. Note: segments include the hosts' opinions and unverified figures — framed as commentary, not reported news. ▶️ Subscribe to Inside the Owner's Box for a new episode every Friday — hit follow and turn on notifications so you never miss a deal breakdown. #InsideTheOwnersBox #ITOB #StayTranquilo #SportsBusiness #SportsBiz #SportsOwnership #FranchiseValuations #PrivateEquity #SportsInvesting #VentureCapital #KevinDurant #Lakers #Dodgers #Liverpool #JeffBezos #NFL #Falcons #NBA #Timberwolves #WNBA #Unrivaled #MLS #LigaMX #LeaguesCup #WomensSports #SportsPodcast #businesspodcast 00:00 Welcome to Episode 6 00:51 Kevin Durant's quiet $60M AI cash out 01:50 What athletes get wrong about venture capital 03:41 Showtime: the $12.5B Lakers sale and the questions around Mark Walter 06:44 The Dodgers, the spending, and MLB's coming labor fight 11:11 Jeff Bezos buys into Liverpool 14:19 Arctos, the Falcons, and the road to $20B franchises 17:30 Marc Stad buys the Timberwolves 20:43 Buy, Sell, Hold: Unrivaled, World Fencing League and AUSL softball 30:15 Camilo Durana, Chief Business Officer of Major League Soccer