Brief Summary
Rudy discusses the current state of the cardboard market, highlighting opportunities and potential pitfalls across various trading card games. He touches on the bare market panic selling of Magic the Gathering Spider-Man, the surprising success of Pokemon's Mega Evolutions, and the mini panic affecting Flesh and Blood's Super Slam set. Rudy also shares his strategies for navigating these market conditions, including acquiring Spider-Man collector boxes and buying up cases of Super Slam. He emphasizes the importance of being cautious but also recognizing buying opportunities during market recalibrations.
- Magic the Gathering Spider-Man imbalance is causing ripples, creating buying opportunities.
- Pokemon is experiencing success with its latest base set.
- Flesh and Blood's new set is facing a small panic, presenting a chance to buy the dip.
- Weiss Schwarz market is strong, with multiple sets hitting all-time highs.
- Sorcery is generating excitement with an upcoming release.
Introduction
Rudy introduces the channel and reflects on the current era as one of the greatest for cardboard collecting and investing. He sets the stage for a discussion about the market, inviting viewers to relax and listen to his insights.
Magic the Gathering and Spider-Man
The Magic the Gathering Spider-Man set is experiencing bare market panic selling, leading to speculation about a market crash. Despite this, Rudy has been acquiring more Spider-Man collector boxes, exceeding 500, with hopes to reach 1,000. He believes the imbalance caused by Spider-Man is creating opportunities for those with capital.
Pokemon's Defiance of Logic
Pokemon continues to defy logic with its outrageous success, particularly with Mega Evolutions. People are reporting that the latest base set, ME1, is one of the best ever, surpassing even Sword and Shield, Scarlet Violet, and Sun and Moon base sets. Rudy notes that he doesn't offer large multicase orders on Pokemon due to limited supply, aiming to distribute the product to as many people as possible.
Final Fantasy and Collector Boxes
Final Fantasy single cards have topped out, and collector boxes across the board have experienced a 10-15% pullback from all-time highs. Rudy believes this is due to people betting on huge profits from Spider-Man that didn't materialize. He notes that he couldn't even sell his Spider-Man collector boxes initially.
One Piece's Phenomenal Success
One Piece is booming, with the new PRBO2 set (premium best of reprint type set) doing exceptionally well. Rudy congratulates patrons who profited from the first PRO1 booster boxes he sold a year ago, which have since reached almost $500 each.
Flesh and Blood's Super Slam Set
The new Flesh and Blood Super Slam set is experiencing a mini panic, with booster boxes dropping from $110-$120 to as low as $69-$79. Rudy advises acquiring Super Slam boxes, especially for stores looking to dump them, and offers to buy cases of the product. He warns of a pullback in all asset classes due to financial strain on stores.
Market Recalibrations and Buying Opportunities
Rudy clarifies that the current market conditions are not a crash but rather a recalibration or consolidation period, which presents buying opportunities. He is expanding his position in Spider-Man and going after collections, as people need to raise capital. He dismisses theories of a magic crash due to Spider-Man, citing upcoming Magic releases and expressing excitement for the future.
Weiss Schwarz and Sorcery
The Weiss Schwarz market is strong, with multiple sets hitting all-time highs and some disappearing from the market. Rudy mentions the Blue Archive set as an example. There's also increasing excitement around Sorcery, with an upcoming release and Rudy already in possession of exclusive promo cards and playmats.
Disney Lorcana
Rudy explains why he does not carry Disney Lorcana, citing Ravensburg's Amazon dumps of Lorcana products, which indicate a lack of respect for the secondary market and customers.
October Market Expectations
Rudy expects market turbulence to stabilize in October, with Pokemon trending sideways and potentially experiencing a 10-20% pullback. He is curious about how the magic market will move forward after the Spider-Man drama and how things will calibrate with upcoming reprints.
Azure Lane 2 and Commander Situation
Rudy mentions the upcoming Azure Lane 2 set for Weiss, warning that it may be allocated due to its popularity. He also notes that he has videos coming on the commander situation for Magic and further discussion on Spider-Man.
Final Market Overview and Advice
Rudy expects Pokemon to calm down, advising to buy the dip if possible. He suggests that those with "balls of Rudy" should invest in Spider-Man collectors. He reiterates that single cards will spike, causing distortion in the market, and advises caution against being overly positive or negative.
Patron Updates and Play Box Demand
Rudy provides updates for patrons, mentioning the availability of older draft boxes. He notes that demand for cheap playbox magic remains strong, despite a slight decrease in sell-through rate due to numerous recent releases.
Closing Thoughts and Pokemon Teaser
Rudy believes October will offer good buying opportunities and does not foresee a market collapse. He cautions against being swayed by negativity on the internet. He ends the video with a teaser about Pokemon.
