What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren

Equity Mates Investing Podcast · Jun 21, 2026 · 26m

What’s a World Cup hydration break really worth? Potentially billions in advertising inventory. This week, Bryce, Ren and Simon unpack the business of sport, from FIFA’s controversial new breaks to UFC’s costly White House spectacle and Ice Cube’s surprise public listing plans. Then, Mr Beat Up assess Hims & Hers Health, a telehealth darling that’s fallen hard from its highs. Is the market overreacting, or is the sell-off justified?

In this episode:

00:00 – FIFA’s hydration breaks & the hidden ad revenue opportunity

04:36 – The Knicks’ success & Madison Square Garden’s stock surge

05:57 –…