The Dan Le Batard Show with Stugotz - Hour 1: Foot Girls

Episode Date: August 31, 2023

Eben Novy-Williams joins the show to discuss the latest Barstool Sports. Then, it's time for for the Suey Nominations for Best Limited Fake. Plus, there's an uncomfortable conflict between Mike and Je...ss as we try to figure out how to name Jess & Lucy's new College Football segment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript
Discussion (0)
Starting point is 00:00:00 You're listening to Giraffe King's Network. This is the Dunluba Tarshall with the Stugat's Podcast. I am in the same business as Dave Portnoy sort of and I am confused by what has happened here recently with bar stool. I don't understand it but I'd like to understand it and Eben Novi Williams does understand it. He's the sports business reporter at Sportico. Before that he covered sports media deals at Bloomberg for a decade. So we're bringing him in for his expertise here because our stool is now laying off like a lot of media entities and content entities.
Starting point is 00:00:52 The New York Post reported they're laying off 25% of their employees. He marked down his home in the Hamptons because evidently, he needs millions of dollars in cash. I thought, and Evan, maybe you can explain this to me, when it happened, a Portnoy and Penn Breakup, Penn goes with ESPN. Portnoy gets his business back for a dollar after selling our stool for $500 million. I thought, how the hell does any of that happen? So explain to me that part of it first before
Starting point is 00:01:25 we go any further. And thank you, by the way, for joining us. And thank you for having me, Dan. I think the easiest first answer is that this was a bad marriage from the start. Penn National, when it when it decided to and agreed to buy bar stool, eventually in February, purchased the whole thing at evaluation of six and a half, or a little under six and a half million dollars. And then six months later sold it for a dollar back. And you obviously don't do those two transactions unless this is an asset that you really, really, really do not want to have on your balance sheet moving forward.
Starting point is 00:01:56 And we'll get into the ESPN part of this. I'm sure. But I think the easy answer is bar stool is a company that, as I'm sure all of your listeners know, very often pushes the edge of content, very often goes way beyond the line of what a lot of people think is acceptable. And in a regulated environment like sports betting, that is problematic for public companies. And there was tension from the start, there was tension throughout the entire relationship. And again, just a few years into that relationship, Penn National decided, we're going to get out of this. We're going to dump the entire asset. We're going to take
Starting point is 00:02:28 an $800 million hit on our books. And we're going to find another dance partner to try this whole thing again. Would there have been another buyer? Like, how does this work? How do they go back to Portnoy and give it to him for a dollar? So I think the answer is, is Portnoy spends a dollar to take on a company that is losing a lot of money and by his own admission and who knows how accurate this is, but it's losing about about $12 million a year, about $1 million a month. So he's getting a dollar, he's paying a dollar for it, but he's suddenly now responsible for those losses in a way that he was not responsible for those losses two weeks ago or three
Starting point is 00:03:02 weeks ago or even a year ago. So the challenge now for Dave is to under his private ownership once again, is can he get this company back into a profitable business, which it was at one point from what I understand. It's just so much bigger. You mentioned the layoffs. It's so much bigger. There's 400 employees before this round of cuts. It's a much more unruly thing than it was when he was under control four years ago. Explain to me this part, though, this is one of the most amazing stories in the history of sports media or media in general. How is it not a profitable business? Yeah, it's a great question.
Starting point is 00:03:43 I don't know all of the in-depth financials, the way that Dave and Eric and Ardeni to CEO was on our podcast this week, the way that they spin it is that they were in not in profitable mode as part of Penn National, that they were in build this sports book, hire these people that can help us merge our way into a publicly traded company, all those things. And I'm sure a lot of the layoffs that are happening right now are going to focus on a lot of that. The superfluous jobs that are no longer needed because this is now a privately owned company
Starting point is 00:04:13 that has very different aspirations than it did a month ago. But the truth is that I think they were in some ways were a victim of their own success. They were growing very rapidly year over year for a lot of the past decade. I think they tried a lot of things that did not work that ended up being expensive. They probably got ahead of their skis a little bit in terms of how big a staff they wanted, where they wanted that staff to be, how ambitious they wanted to be.
Starting point is 00:04:37 They're broadcasting a college football game, Dan, which I know you know, but they really were very ambitious and spread out in a lot of ways. And I'm sure now that Dave is solely responsible for bearing the losses of a lot of those things. I would imagine they're going to downsize quite a bit, not just in headcount, but also in aspiration and ability of how many projects they take on. What did barstools CEO have to say in your most recent interview? She said a lot of the same things that Dave said, which is that this was a, this marriage was maybe not the best fit from the beginning.
Starting point is 00:05:11 She said that she thought ESPN and Penn were a way better fit. And also that the, the, the pirate ship mentality that that barstool had for a long time, I think a lot of that disappeared as, as part of the corporate heavily regulated overlords that they were in. I think some of that is certainly a bit of spin, Dan. I think there's, it's going to be a lot more complicated than I think even executives at barstool make it seem to get back to profitability. But this is a company that has in its own corner of the media world has built a very large audience, has built a very avid audience. And they at least believe in some cases that they can get that back to a profitable business.
Starting point is 00:05:48 Is Portnoy joyous or is he scared or is he both to have this back in his responsibility? It's a great question. He has made so much money off of bar stool right now. He owned from what I understand, about 49% of the company when it was sold to Penn. So he probably cleared 100 plus $150 million of cash just in that transaction. He owns another tens of millions in Penn stock that he can sell if he wants to. So he is not struggling for money. Barstool has been extremely profitable and extremely good to him financially. But yeah, he doesn't want to, I'm sure he does not want to run a company that's
Starting point is 00:06:25 losing 10 to $15 million a year and certainly does not want those losses to mount. So part of this is a reputation thing. He has an ego, as I'm sure you know, he loves to talk a lot, publicly, puffery wise about his success and about barstable success. And I do think that'll be under the, under the microscope a bit more, now that there's no bigger public company back stopping those losses. They are content companies. So the content that they put out, it could be called in the question whether or not it's performative, but it does appear on edge. Despite his own personal gain, he's still got to worry about this company amassing all these losses and finding a sustainable business model when this wasn't necessarily forecasted. I want to switch gears briefly
Starting point is 00:07:05 to the actual pen and ESPN side of this. You mentioned the amount of money that they essentially swallowed on the bar stool deal. They just spent over $1.5 billion on this ESPN deal. In other acquisitions, we're getting pretty close if not over their market cap of $3.5 billion. On the surface, it seems like a good deal for ESPN and Disney to say to their shareholders,
Starting point is 00:07:29 we created some revenue out of nothing. We've been trying to get revenue out of nothing for several years and no one's been dumb enough to take this deal and we finally found a partner dumb enough. But over the long term, could this be a bad deal for both parties as ESPN now becomes the largest shareholder in Penn? And the gambling market isn't really going to care for the big letters in branding.
Starting point is 00:07:52 It's difficult to get a foothold in this sector. Could it be, I think, absolutely. I think there's a very good chance that it ends up being that the, there are so many companies, Fox, Maxim, the score, bar stool. There are tons of media companies that thought it would be very easy to put their name on a sportsbook. Suddenly divert all of their customers or a large chunk of their customers who obviously like sports, who probably like gambling, convert them over to a sportsbook and have that be gravy for both the operator and for the media company. And largely in the US,
Starting point is 00:08:25 all of those companies have really struggled to make that work. You can make the argument, I think, that ESPN is maybe a different animal. It's the biggest name in sports media. No question about that. But still, I think that's very difficult. And no one has been able to figure that out. And it remains to be seen if ESPN is going to be
Starting point is 00:08:42 the outlier there, or if this is just another Fox bet, which again struggled mightily and right around the same time that ESPN cut this deal, Fox Bet see stop operations. Igers comments haven't really pushed back on the notion that a lot of these recent moves be at the layoffs, this new pen gaming deal. This seems like it's it's making the grounds fertile for an eventual, either total separation as ESPN as a brand from Disney or selling that off, not just maybe ESPN, but Disney as a whole. There's a whole lot of rumors about Tim Cook and Bob Iger has, has kind of stoked the flames on that in a couple of years time.
Starting point is 00:09:21 How is ESPN going to be owned and operated? My guess reading key leaves, I think the preferred version there is partner with some of the sports leagues, ESPN pays so much money right now for rights to things like the NBA, like to NFL and Monday night football. If they can partner with some of those leagues, bring them in, they may be that lowers the acquisition cost for rights a little bit. It gives them a little bit more of a foothold in the industry. Something is going to have to change over there, economically, the shift from the cable TV model, which was so, so, so good to ESPN, shifting to whatever the digital thing looks like, is going to have to make changes. The spin-off conversations, they've been rumored there at Disney for a very long time.
Starting point is 00:10:04 My guess is, or my assumption is that's not the preferred route right now, but you're right. This is a, it spins a company that is struggling right now to figure out what it looks like in 10 years, what it looks like in 20 years, and something needs to change. And whether that's bringing on money via a spin-off or bringing off money via bringing in leagues or a company like an Amazon or Verizon to take a chunk in and help ESPN on the digital technology side. Something is going to need to change there. I don't think that the sports betting thing is going to is going to roll too deeply into some of that it's a decent chunk of money as you said it's one and a half billion in cash and another $500 million in stock, but the bigger problems for ESPN is then way beyond the sports betting. It really is in as consumers move from cable to digital, how ESPN continues to maintain its financial foothold in that industry. Did I hear you correctly that you said that Penn valued bar stool at $50 million more than
Starting point is 00:11:02 the New York Times paid for the athletic? That's right. Yeah. So, so, so, so pen, pen bought bar still in two tranches. They bought 36% a couple of years ago for $163 million and then bought the other 64% in February for $388 million. So 64% stake at $388 million. That's a $610 million valuation or so right there.
Starting point is 00:11:24 So certainly more than than with the New York Times paid for the Atlantic. And we can get into that if you want. I think that that also is a valuation that you can you can throw a lot of questions at in terms of whether that was appropriate value for what the New York Times got. But yes, the the the the stark change from a 610 million dollar valuation in February to a $1 valuation in August is one of the more shocking valuation changes that I have seen in sports media or maybe media at large, certainly in the last few years. But can bar stool ever be profitable or how does bar stool arrive at profitable? It's going to be a mix of things.
Starting point is 00:12:01 It's going to be the the cuts cuts that seem to be happening right now. The New York Post reported they're cutting about 25% of their staff. So from 400 down to about 300, that's going to help. Obviously, curb some of those losses. Again, it's a million dollars a month from what I understand or from what Dave Portinoi has said, which is not nothing, but it's not insurmountable. And then I think you need to be a bit more judicious about what you're spending money on. I think it is, it's an interesting move to try to broadcast college football games. But is that worth the money right now for a bar stool? I don't know. We're going
Starting point is 00:12:34 to see. But I think it is trying to get back to the roots of what bar stool was, which was lean and edgy and trying not to become the huge $600 million value-aided company that they were just a few months ago. As a sports media reporter fascinated by all of this stuff, what are the elements of this story that people are overlooking or things that you are finding interesting that others aren't talking about enough? I'm fascinated by the sports betting side of it. As we just discussed, there are so many companies that have dove into sports betting, put
Starting point is 00:13:06 their name on sportsbooks that really thought that they were going to have some edge. And Fanatics, which is a company that I think is one of the most fascinating companies in our business right now, their sportsbook just recently launched. Michael Rubin is pushing that into their, they bought points bets, US business. They're going to be in more than a dozen states by the start of NFL football season from what I understand. Fanatics is another company that has a database of 900 million fans from buying T-shirts and buying jerseys and buying trading cards that really thinks it has an advantage here. And the truth is, Dan, and you know this, that the sports betting industry is a low margin
Starting point is 00:13:42 business. And it's really difficult to get consumers to stay loyal to a single brand And it's really hard to do that without throwing unlimited money at them and bonus bets and discounts and profit boosts and things like that So they're still under against the spread. Yeah, exactly exactly We're betting on draft Kings for please continue We are betting on draft Kings, but there are only going to be a couple of winners here. There aren't going to be the number of winners that are competing for this right now. And being a winner may look very different as a company that it does look right now, right?
Starting point is 00:14:15 The amount of money that companies like draft kings are spending hundreds of millions of dollars a quarter to get market share. I think there's a very good argument that in two or three years, as this industry right sizes itself, a lot of that money shifts, or a lot of that money goes down, or they realize that we're not competing against 15 sportsbooks or 25 sportsbooks anymore, we're competing against two or three,
Starting point is 00:14:36 and we're happy with a 30% market share or whatever that looks like. So I think one of the interesting things here is, the experiment with barstool obviously failed. I think it failed in two parts. One, because Barstool should not be part of a publicly traded company and should not be part of a company in an industry as heavily regulated as sports betting. But two, I also think it failed because I think there is a misunderstanding out there from sportsbooks and a lot of large media companies. That if you put the media company's name
Starting point is 00:15:03 on your sportsbook, suddenly you're going to have all of that media company's fans flocking and choosing to bet with that sports book because they love barstooler. They love Maxime or they love ESPN. And at least in the US, that thesis has not borne out yet. And if ESPN can't make it work, I think we put a nail in the coffin of that idea once and for all. Last question. Hort Neuys sold his company for $500 million and bought it back for $1. Did he or did he not win? If you ask him, he's going to tell you he won, Dan. I think the, I think it's going to take a little bit, a little bit more time to know the answer to that question.
Starting point is 00:15:41 I think it's hard to say that he won right now, but the truth is, if he can write this ship, he's a huge winner, right? He sold it for all that money, bought it back for nothing. And if he writes it back to a profitable or even break even business, that's hundreds of millions of dollars in his pocket that he got and ended up in the exact same place that he was ownership wise five or six years ago. So the cat remains to be seen the answer to that. I know what he would tell you. I know there are skeptics out there. I think we will have the answer to that question in about a year. Chris Cody, you're with me on this. This guy's a real amateur. It remains to be seen.
Starting point is 00:16:15 It's not how we do it in the time. We'll sell the wait and see stuff that's. He used the word trunch. Yeah. That's a thank for it. All right. I got her ahead on my scorecard. OK, very good. Evan, thank you for being on with us. We appreciate it, sir. Thanks, guys. Appreciate it.
Starting point is 00:16:30 You want to stick around for Thursday Thunder? Love it. Yeah, I got some, I got a canvas parlay that I'm willing to do. Good. I need a third leg. I mean, someone say already I won't hail. No. Don Lebatard.
Starting point is 00:16:43 We get some Dolpha ASMRs. Spugatz. Oh, me. This is the Don Lebatard! You get some golf ASMR. Stugats! Oh, f*** me! This is the Don Lebatard show with the Stugats! I can't remember the Suis having this kind of impact on a week. They have been great. All of them have been great. It's usually great, but this has been unusually strong this year. We've got limited fakes, which Chris Cody says is the Jessica and Chris Cody and just
Starting point is 00:17:20 a couple of other people category. There aren't many people in this category. I have not heard it, but let's hear it together now. And now, the Sui nominees for Best Limited Fake, Chris Cody, limited fake Adam Schaefter. Who are the most sure she's on the best? I am. I'm the best. I'm the best.
Starting point is 00:17:42 I'm the best. I wish Schaefter hadn'm more steven a and it just like the floor with all your asses and levitar limited fake jim liland you can still base when uh... i jump up and never adnan verk limited fake john skipper charleston is fantastic uh... the people there are absolutely magnanimous. And I
Starting point is 00:18:05 find the food to be spectacular. Chris Cody, limited fake John Skipper. I will get two more seats right up here. Can I get, thank you. Can you bring those over here? Thank you for those right next to me. I do believe that you will be sitting right here. Jessica Smetana, limited fake church Hill. I mean, El Hassan, limited fake Terminator. He's a cybernetic organism, limited sugar, metter, endoskeleton. Joe Buck, limited fake blippy. So you're gonna have blippy on one of these. Oh my God, that guy.
Starting point is 00:18:36 I hate that. I mean, El Hassan, limited fake person in witness protection. Money efficiency Charlotte, plenty of efficiency, but the original deal was a lot better for I think the Celtics. Even though I still don't think Portuguese fails to be. I just think that, you know, keeping smart would have been a lot more advantageous than acquiring those two for frown picks. Greg Cody limited fake Mr. Ed. They want some accusations. Oh, Billy Gil limited fake John Mayer. We get it. Okay.
Starting point is 00:19:09 Just play the guitar. Chris Cody limited fake Jennifer Coolidge. Very disappointed by the second season of White Lotus. I don't find these characters. I like season one. Don't say that. I like it. I like it. I caught up. It's a good show. He's not a bad Jennifer Coolidge. That's a bad Jennifer Coolidge at all. Packed 2020. That one's on there. That one's I was talking about. Oh, that was actually 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, 20, No, everything is limited. Just let it live. No, Dan, that was fun. Let's it.
Starting point is 00:20:07 Please just all I'm saying is all I got man. Call please call to me. Alex Jones when Alex Jones, when you've arrived at the pop car, sure, that played it, the better guy will make him a ground zero. Good. And zero of Kanye in and a gimp outfit on Alex Jones's show Alex Jones trying to say it's unfair to you. It's unfair to you that people associate.
Starting point is 00:20:33 Man, be careful. Just a word combo. Yeah. Yeah. You can't fit a gout fit in your Alex Jones voice. Greg Cody, limited fake Chris Burman. Are you afraid? I heard I heard I heard. Well said Jeff Passon limited fake Elmo. Show how tiny is better than Babe Ruth. Jessica Smetana limited fake Australian accent.
Starting point is 00:21:00 Put on your son. He's mates with down on da for the Australian Grand Prix. It's lights out in a way we go. Will this be the race or Charlotte? Look there. Mouses come back. Oh wait. No. Don't laugh. Hey, Alex Alvin spins off the track at the safety car to red flag. Where? George Russell pins but no. It's a red flag. Crike or no. Amino has a limited fake doc rivers. Let's play the doc rivers sound celebrating jawline bead last night. There were so many things that we did wrong. But what we did right was jawline bead. The MVP rates is over. Tonight we couldn't make shots. The man just scored half our points in the NBA game and I'm biased, but the MVP rates is over.
Starting point is 00:21:36 Also, this is not Blake's fault. Dominique Foxworth, limited fake Greg Cody. Who needs me? Well said, who needs me? Let me try again. Who needs me? Ha ha ha. Okay. He was trying to set you up. Yeah.
Starting point is 00:21:55 Ha ha ha ha. Ha ha ha ha. That's pretty good. Jimmy Johnson, limited fake Ed Orgeron. I saw Ed when I spoke at the University of Miami clinic and I just say you're okay. That's a great fake Ed. That's a good fake Ed. Mike Ryan limited fake Tom Broca, drawing his balls. Oh, I want to turn to fall 10. You just hear me. That's not a good. Not a good
Starting point is 00:22:28 bro. I'm blow dry my ball. It's terrible. That's good. That's good. That's a good bro. I'm blow dry my ball. These balls are the greatest generation. Florida Panthers broadcaster Randy Muller limited fake Oprah Winfrey. If there's any of that stuff
Starting point is 00:22:50 going on, we're going to hand out 10 minute misconduct and we're going to put an end to it. So it was almost like the Oprah Winfrey show where you get 10 minutes of misconduct. You get 10 minute misconduct. Mike Ryan, limited fake Pablo Torrey. So there was his kid named for it. He had braces on his legs.
Starting point is 00:23:10 It's mom got him into school by being a whore. Jessica Smutana limited fake Pablo Torrey and Elizabeth Holmes. Carl Anthony Towns had headed Millie Deaf Wrestling Childhood. How is Jess somehow also limited fake Elizabeth Holmes and worse limited fake me? I had a really traumatic childhood to my dad was fired by Anron. Jessica Smetana, limited fake Jim Morrison. The Mojo Rajin.
Starting point is 00:23:41 Are you a Doris fan? It's your favorite Doris fan? I don't know. Yeah, you do. It's the same thing. Have you seen a sperm whale? That was a really good impression. There's the water. I haven't seen a sperm whale. I've seen a fully breaching humpback whale. Orcas should not be there. Are they hunting Great White Sharks?
Starting point is 00:24:19 Yes. Yes. If the water is getting warmer and the water and the waters are warmer around Florida Why are great white sharks coming to Florida and why are Orca also coming to hunt down the floor? So there are two reasons wait is the plural of Orca Orca There's a movie called Orca, which is it was jaws, but Did you see the clear for the Meg too? Is it for you for the Meg too? It's not complete.
Starting point is 00:24:44 The glory of the whale. Keep your eye on the ball here. Why are there orcas in Kiela? There are two possible reasons. One of them explains why I've been seeing humpback whales in New York Harbor which did not happen. That reason is... I thought that was COVID. Inviron mental,
Starting point is 00:25:02 cleanliness. The waters are better now. The second reason. mental cleanliness the waters are better now The second reason We're eat it's the closest thing to your assing parking real life come on Mike Ryan limited fake scar face Chris Cody limited fake Stanley Cup trophy. It's been a while though. How are you? How are you doing? No, I'm good. I'm alright. You know, you're the top.
Starting point is 00:25:30 That's good to hear. It's great to see you again. You're with this show, huh? Yeah, I know. A big, big career move for me. I mean, I guess you've just been kind of doing the same old thing, right? Yeah, just slubbing around, Mike.
Starting point is 00:25:42 I mean, that sounds cool. Like, are you? Mike's number two on my list. list fills number one. Oh, well, do you want to work with with film or I mean, I could try to put in a good word? Well, I mean, I'm sorry to hear that. Are you are you looking for a doctorate because Mike's right here.
Starting point is 00:25:59 Roy Bellamy limited fake Mel Allen. How about that? Chris Cody and Amino Hessen, limited fake Jennifer Coolidge, Alex Jones and Steven A. Smith. I need a conversation between Jennifer Coolidge and Alex Jones. Alex, they got a hook stuff on a blind date. Yeah. It's your different mom. Hell yeah, man. And your son Jennifer Coolidge is walking in late.
Starting point is 00:26:24 I'm so tired of that character. It's not all I am. No, I'm come on. Everyone knows you for it. Great. Hello, my name is Steven. I'll be your server tonight. Can I start you off with some appetizers or perhaps some lovely beverages? I'd like an apple martini. And for the gentleman. I'd like a bloody Mary. You mean to tell me you're going to drink a bloody Mary at 7 p.m.? That's disgusting, it's respectable. I can't believe that you would go out on a date with this lovely woman and drink in that.
Starting point is 00:26:58 You will be able to vote on social media. I don't know if we're gonna do better on any of the sues than Chris Cody making an assortment of blow-hole sounds and ending what was a terrible impersonation by just shouting as the orca the word breach. Don Lebertard. Again started on the breakfast one breakfast one man. I've been singing a song to myself one morning long Breakfast long Doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon doon Breakfast fun! What can I find, a breakfast like that? Da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da da I am promising the audience that Jessica and Lucie are going to dominate this college football
Starting point is 00:28:09 season. You're going to get some analysis here in a segment from them that will show you that as college football ramps up here that they know more than anyone around here about college football, even though Mike Ryan would have his objections. Mike Ryan, though, has a tension that is growing increasingly uncomfortable with Jessica. You may have heard it or seen it a couple of segments ago where Mike Ryan is making some sort of third leg joke and then wants to pound fists with Jessica and She doesn't want any part of that. That's me, sister.
Starting point is 00:28:46 No. It's tough. He is also the only ally in the office right now in terms of calling people out for leaving the toilet seat up. So really mixed feelings. I'm gonna make a sign. I'm not have this. Oh, shit.
Starting point is 00:28:57 I don't be here enough to be on either side. I just want to say this to the crowd. I don't even use that damn bathroom. So look at me lily whatever the case is. No one was accusing you, but you seem encouraged. You seem very guilty. And you know what I did my last trip to the bathroom? I cleaned a little peepy off of a cloak.
Starting point is 00:29:13 Thank you for closing the seat, lid, I guess. But I cleaned up your peepy. This place has me scared. I now, after I pee, the seat goes down. I wipe around the seat. I get t- like I am scared now. I'm doing way more than I've ever done in terms of- That's nice of you.
Starting point is 00:29:28 That is my- You see my bathroom, nothing happens at all. Seat down, keep it cleaned up. It's not that hard. Okay, you've got any better toilet paper? Guys love talking about bathroom stuff, and as a group, we are disgusting, and it's as if we're working with Wolverines.
Starting point is 00:29:44 I love women. No one has been taught anything. Yes. On the record. I love that. That toilet paper is like sandpaper by the way. Uh, yeah. We'll get that reference. I mean, those you can use effort number two outside. You just got to be I got a number two bathroom. That that bathroom is just for peeping up poop. You're doing your own show. I mean, you consistently lately have been doing your own show that is from the show that we're doing. I just came in from doing my own show. Go sit out.
Starting point is 00:30:13 Go back out to doing how we, and take my glass of water and go. Okay, you could just do that without announcing it. I was getting to the point that Jessica and Mike Ryan seemed to be at odds with what the name of the segment that Lucy and Jessica, Jessica are going to start doing in regards to college football. What are some of the suggested names that you're rejecting, Jessica? What are you laughing at? Are you trying to frame me some way? Because I'll, you know, I just went on the record.
Starting point is 00:30:45 I love women. This whole concept of Lucian Chess, talking college sports, was my idea. I wanted, I brought them into this company. I am a huge ally. And now that they're aboard, I'd like to, you know, aim the algorithm a bit by doing what? By naming it foot girls. Absolutely not. Trash. M my baby I love you Michael for free foot girls it's like football but their girls talking
Starting point is 00:31:13 there I mean there is something to it like if we did put our feet on the table we probably would get more view you would instantly become the next call me daddy but it's a terrible idea Mike but we're not going with that one. And almost as bad as that was the chat GPT, which spit out 25 names for a college football show hosted by two women in their 20s and gave such gems as end zone divas, kick off queens, pick skin princesses and gridiron gals. Thanks, Chad. That's better than what Mike's on grid iron gals. Let's just, you to see. But that's better than what Mike's in my life. Well done. Gridiron gals, let's just put that in the,
Starting point is 00:31:46 in the maybe column, right? Height per up. What Mike is doing though is cheating. Formation, Fem. He's recommending things that are simply going to draw perves like the name of the show, College Girls. Yeah, College Girls, I think makes plenty of sense because they're girls and they're talking college.
Starting point is 00:32:02 So College Girls has a, as a show, what, what is wrong with that? God is blessed football. Boom. You're welcome. Yeah, but that no one's searching that no one you've got it. It's a great name. It's witty. But how do we grow college girls? That's how we grow. That's how we grow. That's the O thing here. What next we're going to be like substitute teacher orders pizza girls. No, no, that's not what I'm doing. How about this girl on girl, Max? I don't like what you're putting down. Lucy and Jessica are traveling.
Starting point is 00:32:34 I really wanted to. All over the world in order to bring you college football coverage, Jessica just went international, not just national, Lucy is headed out to Orlando. She's already in Orlando, right? She's going to be doing the FSU LSU game. Yeah. I don't know how many in our fan base was familiar.
Starting point is 00:32:54 We're familiar with Lucy's work, but I became a fan of some of the stuff that she was doing on location at big sporting events and game time is sending Lucy out to the college football game of the weekend in Orlando, LSU, FSU. By the way, download the game time app. Very kind of send Lucy out there, use the code DLB for $20 off your first purchase. Terms apply. I use game time all the time. That is a personal endorsement because I actually do think it's the best of those secondary
Starting point is 00:33:21 market apps. So there you go. That was for free. Next one won't be. But Lucy is fantastic at these things. And I hope I'm not hyping it up too much, but she is as good as anyone as I've seen on the man on the street at a sporting event thing.
Starting point is 00:33:35 And I'm glad to have that under our umbrella. She's too good to be hosting a show called Scrimmage Sisters. Let's throw it out to the audience and see, would you be willing to take under advisement, the prize that someone can get, not just naming the show, if the audience names it correctly. How about Studies?
Starting point is 00:33:53 But also, but also getting some sort of prize from Metal Arc Media and Exchange for partaking in this game. Would you be willing to entertain a listener naming the, because we're gonna be doing the segment all year, correct? We're going to be sending people into the college football weekend with this as our signature vehicle. Exactly.
Starting point is 00:34:13 And maybe, maybe, Judy Gotti will send you a Lucy main Iowa shirt. If you, Lucy, sorry, Lucy, man, that's a white woman. Her name's Lucy. Yeah, yeah. Yeah, that's a good accent. You're a, you're a talent. You name is Lucy. Yeah, yeah, yeah, that's a good accessory. You're a your Italian. You should know this. Uh, welcome. Welcome back. I mean, uh, file. Let's go ahead and have a hashtag for that.
Starting point is 00:34:33 Please where people can name the show because I'd like to see if the audience, yeah, queen of the mountain right now. We used to say king in the mountain, but no, not this show. Queen of the mountain right now is Tuddies. That's not what we're doing. Tuddies does not work. Come on. Say real fast, you get it? I mean, if you open this up to the audience, you're gonna have something like two girls
Starting point is 00:34:52 when Helvin is something. Oh, Roy. My man Roy. Way to go with the maybe. Oh, no. Wrong, maybe. Oh, no. No.
Starting point is 00:35:02 No, you guys see what just happened there. See what you're giving off for me. Cleverly disguised. Don't give it away. I mean, it's goddamnit. Cleverly disguised, there was cleverly disguised. There was no clever disguise. We get on a coverot.
Starting point is 00:35:17 It's a jam at the audience. And you're saying their coverage is a helmet full of shit. That's what I didn't say that. You see that insulator, you see. He's all shame around here. That's what I didn't say that. You think that is what you're saying? You're all shame around here. Especially when we're trying to totally manipulate an algorithm to grow. Exactly. I'm totally shaming that thing.
Starting point is 00:35:34 College girls. College girls. You get it? They're girls at talk college. And oftentimes people search college girls on the internet. I am told. I mean, you have been just for my personal records. Any of you a stepmother just so I can just build a bio.
Starting point is 00:35:53 I mean, you have been following closely hard knocks. The jets are entering a really funny and wonderful season of expectations with the best quarterback they've ever had who is immediately deciding to talk as soon as he joins the Jets about, yeah, psychedelics. I love psychedelics. I want to talk on behalf of psychedelics. A lot of people don't understand what ayahuasca is because he is in search of some sort of spiritual ego-breaking enlightenment when he pursues ayahuasca. But there's a lot of stuff that he's doing that's eccentric
Starting point is 00:36:28 and I've not watched any of hard times. Really? I haven't watched. I'm going to. I'll watch it all at once, but I've not watched any of it yet. So your thoughts are what so far? The Jets did not want to do this. And now they've ratchet it up the expectations.
Starting point is 00:36:41 I don't think that matters much. You play in New York, your football team, you're going to have plenty of expectations. Your thoughts are what on what you've seen so far. We talked about it a little bit last week overall that has been a fun season, but it is we robbed of the whole storyline of a guy who's trying to make the team stuff.
Starting point is 00:36:59 They did a little bit with the rookie Jordan cap, but just too little too late for my liking in terms of what a regular hard knock season is like. But from this week's episode, there were two incidents that I loved. One was in game one was out of the game. The out of the game one was a conversation between Zach Wilson and Aaron Rogers about headphones. Because people have been making fun of Aaron Rogers for wearing wired Apple earbuds, earbuds.
Starting point is 00:37:31 And he said, yeah, but I'm preserving my brain from all the whatever raise. And I won't lie, I laugh and then I was like, wait, is he serious? Or is he, he's messing with us? He's dead serious. And I think that he's gonna have his offensive coordinator coordinator like the play call into a hard wire. He's just going to have quarter inch adapter plugged into his all the way down into the field. But then the other thing was in game. So
Starting point is 00:37:57 Randall Cobb had an illegal blindside block and they come back to the Herald and Air Rogers is Jesus Christ man is it's not 2014 anymore and he said I've lacked out I'm sorry, so you just wasted your entire training camp check right there for this illegal block that he's gonna be fine for it pissed off The giant it pissed off the giant so here's the funny thing they cut to the next offensive play and the to the next offensive play and the the alignment for the Giants is it Ward. I want to say his name comes up and and kind of hits Rogers with a late hit and Rogers says, you know, stop doing that bullshit or whatever.
Starting point is 00:38:35 And the guy is yelling at him. So Rogers just says, I don't even know who you are. And the guys' retort was, I don't know who you are either. Which is just it's not a great comeback. That was lame of everybody just though. You don't got no why I'm just let's go up side yo, he's a black. That's what he should have said back.
Starting point is 00:38:54 I don't care. You don't, you don't have to know why I am. You're a damn who you is. I'm on an NFL roster, sir, and I feed my entire family. That's who the hell I am. Do I wish he had said that instead? He said, I know who you are either. I'm like, come on, man. You got to do better than that, man. So the impromptu ad lib work of the defensive lineman named Ward was insufficient to you. You can't, there's no one on the field for the giants that can,
Starting point is 00:39:22 or many people ever who are going to have the resume to be able to come back over the top on Aaron Rodgers on that one. Eli Manning, if you want to say ever, let's talk say ever, ever is a long time. Jihad Ward is his name, by the way, Jihad Ward. And he said, he was upset, by the way, he spoke to the media about it later. He said about that whole incident, see the thing is they're going to entertain. They're going to show his part, HBO, whatever stuff is going on hard knocks. They're going to show his part. They weren't even in the whole scenario of what really went down.
Starting point is 00:39:53 They're just going to show his side of the story. It's all about Aaron Rodgers at the end of the day. They side him. It is what it is. They're going to show his part and make me look like a sucker. But I ain't going for that. Coming up next, X is in hose. show his part and make me look like a sucker, but I ain't going for that.

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