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The Labubu Economy

Sep 16, 2025 ()

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value of owning or licensing intellectual property, and wrap up with a lightning round of stocks we’d use to play a craze.

Companies discussed: PMRTY, HAS, FNKO, BILI, EBAY, META, COST

Host: Emily Flippen, Sanmeet Deo, Asit SharmaProducer: Anand ChokkaveluEngineer: Bart Shannon

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