From the video

I would be fine with Zach Charbonnet here... if we need Charbonnet's points before November, well, we're kind of cooked anyways... Charbonnet is either going to contribute a spike week in weeks 15, 16, and 17 or he's just a net zero... Those are picks that project to lose you money a lot of the time.
STACKED’s take
Negative signalProjection
Late-season spike play or net-zero; projects to lose money
Zach Charbonnet projects poorly and is cited as a pick that projects to lose money a lot of the time; he won't produce meaningful fantasy points until November and is either a late-season spike play in weeks 15–17 or a net-zero contributor. The source views him as supplementary upside only on teams with strong early-season running back production, comparing his range of outcomes favorably to pure handcuff backs like Brian Robinson Jr., Tyler Allgeier, and Pacheco who contribute nothing over a standard season.
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