Jeremiyah Love: There’s a lot of talk of me going to the Titans, Cardinals, Giants

This is a sentiment/liquidity event for the NFL ecosystem, not a fundamental sports-asset shock, so the investable edge is mostly in second-order media and betting flows. A high-profile running back going near the top of the draft tends to compress uncertainty around the first-round narrative and can lift engagement for the league’s owned media channels, but the real implication is for teams with weak offensive identities: a premium RB selection is usually a signal that management is trying to accelerate competitiveness rather than optimize cap efficiency. That often supports near-term fan engagement while increasing medium-term roster-construction risk if the pick displaces higher-value positions.

The contrarian angle is that the market typically overprices “best player available” consensus and underprices how quickly draft capital can be diluted by positional replacement. If this player lands with a team that already has a fragile QB situation, the upside to wins may be modest even if jersey sales and local buzz spike immediately. In other words, the media narrative can outperform the football value in the first 30-90 days, but by midseason the mismatch between highlight-reel expectations and actual team efficiency can become a negative catalyst for sentiment.

For investors, the most relevant expression is through media-adjacent names with event-driven engagement optionality, not direct football exposure. If the draft result confirms a top-five landing spot, expect a short-lived bump in social and broadcast attention; if he falls or lands on a team with poor offensive infrastructure, the story becomes a disappointment trade and engagement likely fades quickly. The asymmetry is highest around the draft window and decays fast after preseason narratives take over.