0:00The Action Network Podcast No one, no one is offering you action like this.
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0:12This is where you belong. Welcome to the Action Network Podcast presented by DraftKings.
0:16I'm Brandon Anderson, joined as I am every Tuesday with futures analyst Brandon Anderson for a deep dive into the futures market and more.
0:23Another NFL weekend in the books. As you can tell, I have I've been through it this past couple of days.
0:29The Bucs still have not won a game. Please tell me, Brandon, we are abandoning ship on the Tampa Bay Buccaneers before we dive into today's show.
0:37Well, they play Thursday and I usually don't have to cover the Thursday game.
0:41So I'm at least like fleeing the ship for one week and then we'll see after that no more.
0:47Well, we will talk about the Bucs a little bit.
0:50But look, I'm doing a little better shape than you, if only because I at least did not go 0-21 on Sunday.
0:56We put that in the past. We won a game this week.
1:00We hit a couple props. We're back on track.
1:03All right. Well, we'll have we'll have Todd Bowles walk the plank some other time.
1:07Let's get into our buy or sell this week's market movers.
1:10This is where we hit the hottest stories. The biggest market shifts that we need to be aware of.
1:16Are you buying this? You buying or selling? What are you buying?
1:19You want to sell? Buy it. Time to sell us right now.
1:23We've got two three in one teams that folks seem to be comfortable falling in love with the three in one Jacksonville
1:29Jaguars, the three in one Chicago Bears. Are you buying or selling them as this year's darling sleepers?
1:35Yeah, look, the Bears, man, I've been really liking the Jets much this season, but man, you've heard the stat, I'm sure.
1:41But more first downs for the Bears than plays for the Jets is just an insane number.
1:46They're only the second time in history, more than triple them in yardage, almost triple in time of possession.
1:52I have to be a little sketchy on the Bears, though.
1:55They're sixth in defensive DVOA. Does that check out at all?
1:58Like, I know what just happened in that game, but that does not pass the eye test, the smell test.
2:04You can use all your senses and pass any of those tests.
2:08So I don't know about that. Dennis Allen is cooking on third down, but let's see some more.
2:13So they killed a bad Panthers defense. They scored three on the Vikings as a pretty much healthy Bears at that point.
2:20And now you beat up on the Eagles and the Jets, who we're going to get back to Eagles in a while.
2:26But I don't know if we've learned a whole lot about Chicago.
2:30I think to me, Jacksonville is the team that I'm much more willing to buy here.
2:34I want to talk about just a few of the plays from Sunday against the Bengals.
2:39So that game on the road against a pretty quality Bengals team that we all kind of agree like, OK, they're good this year.
2:46They're in this thing. Here are some plays that Jacksonville had called off by penalties.
2:51This is the team that I think was the least penalized team in the NFL last year.
2:56Opening play of the game, 47-yard kickoff return, called back in a hole.
2:59So there goes 50 yards right off the bat.
3:02Later, Travis Hunter intercepts the pass, 30-yard return, called back, roughing the passer.
3:06The Bengals get a field goal out of it instead of losing a down.
3:10Third and 17 on that drive is the Jamar Chase play.
3:13When he gets hurt, and it would have been a long third down instead of face mask another first down.
3:19So you're just piling on these huge plays. Bajal Toon scores two touchdowns that get taken off the board, one of them 44 yards.
3:26Later on, Jacksonville gets a fourth and one, a huge stop, and then they get a taunting penalty.
3:32So an automatic first down rather than a fourth and one stop.
3:35Wow, like near the end of the game, Parker Washington hits like a 40-yard catch down the sideline, and it looks like he's going to ice the game.
3:43Instead, he steps out of bounds by like an inch.
3:46It stops the clock, and you add all those things up.
3:50What's the point of all those? That's almost 200 yards of Jaguars stuff that got taken away from them by penalties, reverse calls, all that sort of thing.
3:58That's two touchdowns taken off the board. That's three defensive stops taken away.
4:02You lose that game. If that stuff happens to you on the road against the Bengals, you lose that game.
4:08And the Jaguars won anyway, and I think that is just what this team is now.
4:12It doesn't fit with what we think of this franchise, but they're buttoned up now.
4:17Liam Cohen has them doing the right stuff. They're just kind of good at everything.
4:21I don't think they're necessarily great at anything, but they don't really have a weak spot.
4:26Since the start of last season, 16-5 now, plus 189 point differential.
4:30Those are the best in the NFL other than the defending Super Bowl champion Seahawks.
4:34That's pretty good class to be in. I just, you have to like Jacksonville.
4:38They're top six rushing and passing offense and defense by DVOA.
4:41This was the team out of all 32 that I felt like I had the least handle on before the season and ended up kind of staying away.
4:50I'm late to the party now, but I think Jacksonville looks as good as anyone.
4:54Well, I will say this is a team that I have been on from the beginning.
4:59The only, I don't make a lot of Super Bowl future bets.
5:02It's kind of the square way to make your futures earnings.
5:06But the one bet I made before the season was the Jaguars at 30-1.
5:10And it's exactly what you said. The perception of the franchise is overwhelming the quality of the team that they have and
5:16the level of play that Trevor Lawrence is producing.
5:19And what Liam Cohen, the positions he's putting Trevor Lawrence in to succeed.
5:23The other part of this is that Travis Hunter on the defensive side of the ball, they went 100% defense and it paid off big time.
5:30In man coverage, six targets, one reception allowed, one INT.
5:33They called it back, three pass breakups, a 2.1 passer rating allowed in man coverage.
5:38I mean, this guy has been, and he juked T.
5:41Higgins out of his shoes. I mean, you've got to get extra points for that.
5:45So this is a team I'm absolutely bought in on.
5:48Chicago, I'm with you. A little bit more sketchy.
5:51You have the rainstorm, the Jets. You know, there's a lot there where you go, okay, I might need to see a little bit more.
5:58But Ben Johnson, we'll talk about him a little bit later on.
6:02Uh, let's play a little bet, marry, kill our favorite childhood game.
6:05And I've got some doozies for you. The Owen for Texans, the Owen for bucks, the Owen for chargers.
6:11So we're going to pick one team to bet this week, one team to marry by investing in futures and one team that we're just completely done with.
6:19So you go ahead and get us started. I've got a list for you as well.
6:24I wonder how much they match up. Yeah. And wouldn't it be nice to just kill off all three of these teams?
6:30This is, these were teams that I liked or loved coming into the season.
6:34And then Owen for, you got to change off your priorities at some point.
6:39Only one Owen for team in history has made the playoffs, the 92 chargers.
6:43So not great. Now the Texans and Buccaneers by DVOA are two of the four best DVOA on four teams ever.
6:49Hang the banner. We did it. We're the best own four teams.
6:52They're 16th and 17th in DVOA. They're basically league average.
6:55That should be two and two. We're going to talk about all the two and two teams in a bit.
7:01They're not two and two. They're own four. By contrast, the chargers are 31st in DVOA with dead last offensively.
7:07That's what you're supposed to be. If you're own force.
7:10Now we're supposed to be if you're the chargers, but it's not great.
7:14Now here's the bad news for Texans and Bucs.
7:17If you look at that DVOA list, the other good top four, top five, own four teams, they won three, four and five games.
7:24So it turned out that maybe the metrics didn't match what was happening.
7:28Maybe the losses were going to keep piling up anyway.
7:30Houston has the third easiest remaining schedule at DVOA.
7:33The Bucs play the NFC South. So that speaks for itself.
7:36The chargers, we've talked about it. Third toughest schedule.
7:39So that kind of should lean you what direction as you're looking at things here.
7:43Houston, Nick Giffen has his robbed wins up. Houston has had three robbed wins out of four games.
7:49The Bucs, too, nobody else more than one. So that's where things set up.
7:53The Bucs have had all one score losses. First team since the 2012 Saints.
7:57That Saints team did go seven and five the rest of the way after that.
8:01So here's where all that sets me up. Got to bet, got to marry, got to kill.
8:06Look, I'm already married to the Bucs. Like I need an annulment.
8:10I should have gotten a prenup on the Bucs.
8:13I'm killing the Bucs. For this exercise today, get them out of here.
8:17Jalen Daniels on a short week at double digits, basically underdog.
8:20Not happening. I can't do any investment in the Bucs.
8:23I'll be back. I'll be back again in the future.
8:26After this week, probably Baker back, I think. Pittsburgh, Carolina, Atlanta.
8:29I'll be back. It's the NFC South. We're going to have some chances.
8:33But for right now, kill the Buccaneers. I'm going to bet the Chargers plus three and a half against Denver.
8:39Home team has won 11 of 13 in that rivalry.
8:42Nine of the 13-1 score. We caught the falling knife last week.
8:45I thought it was a one-night stand. I guess I'm back for two.
8:49It's a two-night stand with the Chargers. So bet the Chargers, kill the Bucs.
8:53And I'm marrying the Texans. I still believe in the defense.
8:56I still think this is a good team. They're top 12 in my power ratings.
9:01They're going to win in Tennessee this week. That'll be the first one.
9:05Then it's England and Jacksonville. You can save the season a little bit if you win that game.
9:10Because after that, Giants, Chargers, Browns, Colts. There's some runway for this team to still hang around.
9:15Now, I think they're in too big of a hole to really have a lot of value.
9:20We've talked about this. There's still just not much value there on the futures market.
9:24But I have to pick one. So I'm marrying the Texans.
9:28You can do over seven and a half. I think that's got a decent price right now.
9:33Now, I'm going to tell you to make a bet that I've bet already.
9:37But I'm going to add to my position. Give me Will Anderson, Defensive Player of the Year.
9:42It's 3-1 right now. Add to your position if you have him already.
9:46Or take him new. I think I would take Will Anderson against the field.
9:50He's been incredible so far. I think he single-handedly nearly won the last two games.
9:54The field here is not that great. It's TJ Watt.
9:57Not going to hold up over a whole year.
10:00It's Dallas Turner, Greg Rousseau. Those guys are going to fade.
10:03Give me Will Anderson. And that's my way of marrying into the Texans.
10:07You and I are in complete lockstep here. I mirror much of this sentiment.
10:11The first bet that I made in terms of an ATS bet for week five was the Chargers plus three and a half.
10:18I somehow have them rated higher in my power ratings than the Denver Broncos.
10:22So I don't get it either. I'm now slightly lower with the offensive line injuries.
10:26But all things being equal, I still have the Chargers as a better football team.
10:31Wow. And my numbers are purely subjective. I mean, you know, like you can't make numbers and then throw too much of your own opinion in there.
10:39That kind of dilutes the whole process. So either way, I mean, Bo Nix is a road favorite.
10:44We get to fade that. This is an auto bet on the LA Chargers.
10:48I'm curious how you have those two lined up between the Chargers and the Broncos.
10:53I know DVOA is probably miles apart with those two.
10:56But what about your personal numbers? Yeah, my own model has that game pretty close to a coin flip.
11:01So it's definitely a Chargers or nothing spot. I would still probably prefer nothing because the Chargers have been so bad.
11:07They covered the seven and a half last week, but by hook or crook down at the end.
11:13And it looks like Slater won't play the left tackle.
11:16I don't know if Alt will play. That was the good part of the line.
11:20Like if those two are out, we're down to backups and backup backups on the line.
11:25And look, Denver's defense is going to be missing Sertan.
11:28There's a lot of guys missing here. I can't believe that I have this basically priced as a coin flip.
11:34So that's where my numbers would have it. But yeah, I don't know how you can invest at Denver above the hook,
11:40above a field goal on the road so that you can't go Denver here.
11:44But I just think if you can get the Chargers and at least keep it within a field goal, can you get
11:51the one score loss and at least get it covered?
11:54Give me no part of the money line here.
11:56You know, I'm an aggressive guy. I'm not banking on a win here.
12:00Can you just keep it ugly and close? Maybe the Chargers can do that.
12:04And they were able to do that against Seattle.
12:07So we know ugly and close is at least in the bag of the LA Chargers.
12:12I'm with you with the Texans. I still think they're really good.
12:15EPA per play, they're 24th on defense, but success rate, they're fourth.
12:19So where's the gap? EPA per play overvalues big plays.
12:22They've gone up against Josh Allen, Joe Burrow, and Dak Prescott.
12:25You're going to give up big plays. And Nick Giffen has already shared the graph on socials.
12:30The deserved wins every week. The Texans have a win that they should have that they don't end up getting with Nico Collins.
12:37Offense looks completely different, but you mentioned it. Can we even buy this plus 270 to make the playoffs?
12:43That just doesn't feel like it's good enough. We've only seen one team make the playoffs at 0 and 4, the 1992.
12:49Ironically, it was the San Diego Chargers, but that's not good enough, is it?
12:53No, the price is just nowhere near good enough.
12:56The division price is not good enough. Look, I like Houston.
12:59I'm going to probably keep playing Houston week to week.
13:02But I think if you want to bet them, you're going to have to play week to week.
13:07Because right now, to me, there is value some on the week to week games.
13:12And in the market, there's not value in futures.
13:14They're just not giving us a chance at it.
13:17And frankly, I think at 0 and 4, your best path is to hope you get through the division, not coming back in the wild card.
13:25And that division is a lot less winnable if we're right that Jacksonville is as good as they look now.
13:31So that takes that pathway a little bit too.
13:33All right. And I'm going to kill the Bucs.
13:36No reason to get more into that. All right.
13:39Last one here for buy or sell. Same game, but now we're going to look at the sketchy 3-1 teams.
13:45Bet, marry, kill. Browns, Giants, Raiders. Yeah, look. Look, Browns, we watched that one Thursday night.
13:49To me, my takeaway was those are just kind of two block teams.
13:53Like, I didn't really feel like Cleveland did anything great.
13:56They do now get the Jets and Tennessee two of the next three.
14:00The schedule is starting to bounce on their favor a little bit.
14:03But their wins are 4 points, 3-3 against the Bucs, Panthers, and Steelers.
14:07So I'm not so impressed. Look at the Browns.
14:10You can be impressed that the Browns won a game, let alone three games.
14:14I think Todd Munkin is cooking. I'll give him some credit with that offense.
14:18He has got them outperforming the best they can do.
14:21Giants Island, 3-1. I did not expect this version of things.
14:24It's unfortunate because part of the case on Giants Island, the division bet before the year, was the rest of the division.
14:31And that part's looking really good. The Cowboys are 2-2.
14:34The Eagles are 2-2. We'll talk about both those teams in a bit.
14:38The setup is there, but the Giants got nothing left.
14:41They got all the injuries on both sides of the ball.
14:44We hit the alt this week on the pick six against the Cardinals on the walk-off at the end.
14:49But it's not a great spot for them overall.
14:52However, they're at Washington this week. But Washington's coming back from London.
14:56Then the Saints and the Texans look like very winnable potential games.
14:59There's a road to like 5-2, even 6-1 here if they can kind of hang around.
15:04I think the special teams has been good, as expected.
15:07The defense has at least been solid. Coaching is making a difference.
15:10The Raiders are the best of the three teams so far on paper.
15:14The DVOA is easily best. I thought they kind of outplayed the Chiefs, honestly, this week.
15:19I didn't think that watching live, looking back, they had more yards, more first downs, better success rate.
15:24They lost in the red zone in turnovers. And you're going to do that in some games.
15:29The Chiefs are better. So it's okay to lose to the better team.
15:33But the Raiders are actually top half of the league.
15:36DVOA, offense and defense and special teams. So all three phases.
15:39They're top 10, passing and stopping the pass. If you only had to pick a couple things to be good at, I'd pick those.
15:46I'd rather pick you don't suck running the football so bad.
15:50But I'd rather pick you to be okay at passing.
15:53Here's a stat from ClevTA on Twitter. Seven teams this century had a win total at six or below to start the season.
15:59And then started at least three and one. That now includes the Browns and the Raiders.
16:04So two of these three teams. I don't know if this part's good or bad, but two of those seven did make the playoffs.
16:11Two of seven's not a great percentage, but two of seven, considering the teams you're talking about here, that's not so bad.
16:18That's like 29%. I think that's a little bit of hope for the Browns or the Raiders here.
16:23So bet, marry, kill. Here's where I'm going to go.
16:26Bet the Giants. That is, again, the worst, wonkiest line of the week at the Commanders.
16:31I make that one also close to a coin flip.
16:34It's a big special teams advantage. I think Giants defense, the best unit on the field.
16:38I'll bet that one right now. We're going to talk more about it on the Friday podcast.
16:43That will be on there for me as well.
16:46But look, I think there's a chance Jane Daniels doesn't play this week.
16:50I think he'll play. But if he doesn't, then we get huge CLV.
16:54I'm going to bet it right now while the number is there.
16:57That's an easy choice for me, even though I'm not really, really believing in Giants Island long term.
17:03So that's the bet. And then the other two teams, I want to kill the Browns and marry the Raiders because there's
17:09no question to me who's best between these teams.
17:12But I'm going to flip it. Here's why. Schedule.
17:14Schedule and the number. The Raiders now play Patriots, Bills, Rams.
17:18Ouch. Then the Jets. Then Niners, Seahawks, Broncos. So they actually play the Browns after that.
17:22But that's six of seven teams that are tough, playoff-looking teams.
17:26The Raiders have to play. The Browns in that span play only the Ravens as a team above .500.
17:31And the Ravens probably without Lamar Jackson. So, regrettably, I'm going to get shotgun down the aisle.
17:36And I'm going to marry the Browns over seven and a half.
17:40Just a short-term investment. Put it into the weekly trading.
17:43We're selling. We're selling high in a couple of weeks.
17:46You get the exhausted Jets defense this week. Then Tyler Huntley.
17:49Then the Titans. Can the Browns win another game or two?
17:52That's all I need. Just win a game or two.
17:55Then we'll sell and get the heck off the island here.
17:58I'll marry the Browns. I'll kill the Raiders. All three of these teams plus money to make the playoffs right now.
18:05Raiders plus 160. Browns plus 250. Giants plus 280.
18:07All sitting with that 3-1 record. But you hear Brandon talk about the history of these teams that aren't really supposed to do what they're doing that are.
18:16And it's not quite as shiny as you would think.
18:18I'm going to bet the Browns. I think this is going to be a team that finishes top five ATS by the end of the year.
18:26It's a little bit like the Jaguars where perception of the franchise is not meeting the reality of the quality of play.
18:33I'll marry the Raiders. This is one of my favorite bets going into the season was the Raiders to make the playoffs as a wild card at 8-1.
18:41So I'm holding on firm to a great ticket right now.
18:44And the schedule does scare me, but we're just going to ride that one out and then I'll kill the Giants.
18:50This team is so weird. They have no business sitting atop the NFC East right now.
18:55Much better game against Arizona than against Tennessee. Some of that weather related.
18:59But we know, Brandon, the implosion games are coming for Jameis Winston.
19:02They're coming. It's going to get ugly. It will get ugly.
19:06Much, much more to get to on the Brandon's Future Show.
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20:40Let's look at the big picture here. All right, Brandon.
20:43Time to take a look at the big picture this week.
20:46What is it that we are looking at with the wide scope?
20:50Yeah, we're looking at those two and two teams this week.
20:53There are 12 two and two teams. That is three eighths of the league.
20:57So not far from half of them. These are just like, these are the confused teams.
21:02They're stuck in the middle. You look at the power rankings.
21:05We know who the really good teams are. We know who the really bad teams are.
21:10We just talked about some of them. These are the ones in the middle.
21:14So last year, Patriots and Broncos two and two.
21:16Then they meet in the AFC Championship. So you can go a long ways from two and two.
21:22Of course, some of them went very much the other direction as well.
21:26There are seven two and two teams that have gone on to win the Super Bowl.
21:30The Patriots were not one of them last year.
21:33They came up short, but they have done it three times a century, along with losing to the Giants in 2007.
21:39So a lot of Patriots involvement on two and two.
21:42They are one of the teams here. So there are 12 of them.
21:46We're going to power rank from 12 to one.
21:49These teams from now going forward. And as always, I've got them in tiers.
21:53So let me just jump into it. Because the first tier, we keep really quick.
21:57Tier five is the NFC South. And it's the Panthers and the Falcons.
22:01Because it's the Panthers and the Falcons. Come on.
22:04Do we really say, like, we watch these teams because they're prime time?
22:08I know. The Panthers probably deserve two and two.
22:10But only because they got to play Cooper Rush one of those games.
22:14Which is, of course, the Falcons. So that's kind of how the NFC South goes.
22:18Somebody has to win the games. Hooray! The Panthers have huge injuries on the offensive line.
22:23They're missing their top two corners. I have right now the Panthers favored one time between now and week 18.
22:29And that one time is only if Jalen Daniels plays in week 7, which he might not buy then.
22:35If it's Baker, I think the Panthers might not be favored again until week 18.
22:39So they're last here. I like that they're more fun.
22:42I like that Bryce Young is balling right now.
22:45But you can't buy in buying high there. And then the Falcons.
22:48Maybe a touch low here. But the truth is, we just don't know a lot about the Falcons right now.
22:54We have two Cooper Rush games where they looked horrendous.
22:57And then we have two prime time games where they look like the best team in the league.
23:02So they're obviously somewhere in the middle. You look great when you play the Packers and the Saints who have no offensive line.
23:09And the Saints have no run defense. And the Packers, too.
23:12Two of the worst run defenses in the league.
23:15Well, if you're Atlanta and you're kind of lacking in a pass rush, so let's make the offensive line worse over there.
23:22And we'd rather just run the ball all night.
23:24I think Penix has like 35 passes the last two games combined.
23:28Great. Well, let's play two terrible run defenses. So, yeah, you're going to look really good that way.
23:33This was always the sell-high spot for Atlanta. Either way, because of the schedule.
23:37Up after this is now Ravens, Bears, Niners, Bucs, Bengals, Chiefs, Vikings, Lions.
23:41That's a lot of good teams, I just said.
23:44Now, it's soon. Maybe not. Well, it looks like not Lamar Jackson this week.
23:48Maybe not Caleb next week with the Bears. Maybe not Baker in a month, depending on how that goes.
23:54So, it could be that the schedule is tilting their way.
23:57We talked about this team, Brandon, two weeks ago on the 0-2 podcast.
24:01I talked about the Falcons as the close your eyes and imagine.
24:04If you had closed your eyes and imagined a thousand times, you would not have imagined things to look this good the last two weeks.
24:12I regret not taking the 8-1 division tickets. The NFC South!
24:15Anyone could have imagined the NFC South going their way.
24:18Now, I think it's too late. Now, Falcons and Panthers, here's the verdict.
24:22I think we wait for them both to continue to look a little good and then come back in on the Saints and or the Bucs later on.
24:30There's going to be chances in that division. Yeah, we are seeing the tale of two separate pairs of weeks from these Atlanta Falcons.
24:37They average eight points per game, 262 yards, seven turnovers in their first two games, 40 points per game in the next two.
24:44Most in the NFL, 459 yards with just one turnover.
24:47And that was very early in the game for Michael Penix.
24:50But this is without AJ Terrell. This is without James Pierce, who they will get back later in the season.
24:56I actually think this team has a higher ceiling.
24:58Not necessarily offensively, because what they're doing right now is ridiculous.
25:02But just overall quality, I think this team still has some room to grow.
25:06Right now might not be the time to buy them.
25:09But I am a believer in the Atlanta Falcons.
25:11I was coming into the season. And I mean, hard not to be at this moment.
25:16Let's go to tier four, purgatory. I imagine the slogan here being good enough to not be awful, but too bad to be good.
25:23It's a three-team tier. We'll start with the first team on the list, the Pittsburgh Steelers.
25:28Yeah, I mean, the description you just gave has been a description of the Pittsburgh Steelers for what, like a half a decade or a decade now?
25:36Look, they also beat Cooper Rush. So congratulations on the Cooper Rush wins.
25:40These two and two teams near the bottom for a reason, because that's basically a bye week.
25:45Ugly in the game against the Browns. Uglier in the game against the Patriots.
25:49I think we'd be in much more panic mode if not for the usual Pittsburgh game, which is the kind of random
25:55home field goal win over the Bengals. The rivalry game where I thought Cincinnati outplayed them, but Pittsburgh does the voodoo thing and gets the win.
26:03So it's not a good team. We know what this team is.
26:07We know what they've been. Rodgers is not good at this point.
26:10The problem is they're not a bad team either.
26:13And up next, you get the Colts, which we'll talk about later is kind of just a really good spot for Pittsburgh.
26:19Then maybe Jalen Daniels with Tampa next. Then home for the Saints and the Browns.
26:24These are winnable games for a not good, not bad Steelers team, which is just kind of where we're at on this team.
26:31So I think it's still the same story with Pittsburgh.
26:34After week nine, they have the bye week then.
26:36The schedule flips against them. So we wait out the next month.
26:40They're going to probably still win a couple of games.
26:43Then we sell, sell, sell fade hard after that.
26:45And we just have to wait until we get there.
26:48Yeah. Yeah. I think right around, right around when the holidays hit, it'll be a great time for us to fade the Pittsburgh Steelers.
26:55They are just so unremarkable at everything. Even their kicker, Chris Boswell struggled seven of 10 on field goal attempts this year.
27:02The Philadelphia Eagles sitting at number nine. And we just had the news that broke that Lane Johnson, their all pro left
27:08tackle or right tackle rather is retiring. And this is, I did not see that.
27:13Wow. That's big. Yeah. Lane Johnson, not coming back.
27:15We knew he didn't play in the last week's in last week's game, but I'm not having Lane Johnson out there for the remainder of the season.
27:23And the way Jalen hurts seems to struggle no matter who the offensive coordinator is.
27:28I think they really miss AJ Brown. I can see where they land here on the list at number nine.
27:34Yeah. I'm ready to sell hard on the Eagles and even more so at that Lane Johnson news.
27:39If you look up the splits from the last like entire Lane Johnson career, they are night and day offensively with Lane on and off the field.
27:47That's not a coincidence that they look so bad this week with Lane not playing.
27:51So that's a really bad sign going forward. And look through four games, have the Eagles look genuinely good at any point in any game so far?
27:59Like at no point. And that's against Washington. That's against Tennessee.
28:03You could have lost both of those games. That's against Case Keenum's Bears where they never even had a shot in that game.
28:09And I think maybe people would say, well, what about the Rams?
28:13They were up against the Rams at halftime. Well, they're up against the Rams because they got one touchdown where the guy
28:19like Darius Cooper Moss is a guy for the play of his lifetime.
28:23And another touchdown where they got a big pass interference call that was very sketchy before halftime.
28:28And that was the lead. So kind of like a light slash fake lead anyway.
28:33And the numbers definitely thought the Rams were the much better team.
28:36I think Philly is much closer to one and three than three and one.
28:40The offense has been terrible. Sean Mannion looks broken as always.
28:44They never fix the things they're going to say they're going to fix.
28:48We talked about this a couple of weeks ago.
28:50Are they a passing team now? Look at the third down.
28:53Well, turns out regression hit like a son of a gun because they completed no third down conversions this week.
28:59Owen 12, one of the worst in NFL history.
29:02The defense surprisingly has been really blah, just like really middle of the pack.
29:06And look, Grenard has been missing a lot. They're not getting much pass rush.
29:10Zach Bond missing is a big one. Outside of Fred Warner, I think that's probably the most important linebacker in the league.
29:17And so these injuries are piling up. Now you got Saquon Barkley, Devontae Smith on offense.
29:21You got Bond, Grenard. Now Lane Johnson just gone off the team.
29:25Dickerson on the line. The line has not been good already.
29:28It's been very middling. The tush push doesn't work as well anymore.
29:32The run game has gone awry. It just, this is a team that I have not felt good about at any point before or during this season.
29:40I think two and two is not a bad outcome for the way they've played so far, but two and two is a terrible outcome.
29:47When you look at the schedule, they played Washington in the opener with two brand new play callers.
29:52They barely win. They play Tennessee who looks the worst in the league other than Miami.
29:57They probably should have lost. They play Keenum and then they play the Rams missing Aaron Donald and Miles Garrett.
30:03And they lose that game too. Like this was set up Brandon for four.
30:07Now Eagles, the fraudulent four, no Eagles. How do they keep getting away with it?
30:12This was the setup. This is what the Eagles always do.
30:15Instead, London Sunday morning over a touchdown underdog. By the time you listen, they might be like 30 point underdogs because the
30:21line raises another point every time you look at it.
30:24Then no rest against Carolina who looks like the team that could beat them now.
30:29Then Cowboys, Washington Giants. That's the big division stretch.
30:31I got to tell you, I think two and five is in play.
30:35I think Nick Sirianni is walking papers are in play here.
30:39I'm all the way out on the Eagles. Eagles, I think this is finally the end for the Sirianni era and I'm not playing median outcomes.
30:46I think if the Eagles go bad, I don't think they go like nine and eight and just miss the playoffs.
30:52I think if it's bad, it's real bad. So we're taking the Eagles mind shaft today.
30:57Here we go. Under nine and a half is the number out there.
31:01Pass. I'm skipping right past it. Give me under eight and a half, 34%.
31:05Under seven and a half, 23%. And under six and a half wins, 11% all the way down.
31:10If the Eagles go bad, I think it goes real bad.
31:14And I got to tell you, I'm going to enjoy it all the way down.
31:18It does seem like we are trending in that direction.
31:21And I think it's a huge statement on where we are with Jalen hurts.
31:25I mean, I try not to make one game conclusions, but we, I thought that that was just such a bad look
31:32for him against the Rams, not being able to convert those third downs.
31:36He's not running anymore. This is the lowest designed run rate of his career, excluding scrambles, 1.3 attempts per game for 1.8 yards.
31:42This is in your bag. How are you not doing this?
31:46It doesn't make any sense. And I think it comes from him.
31:49So we get the Eagles at nine Colts at number eight.
31:52I don't like this Colts team either. So I was happy to see that they landed here on the list.
31:58Yeah. Again, they, they feel like they belong with the Steelers.
32:01The Colts have become the litmus test. Here's a crazy status out from Zach Hicks on Twitter under Shane Steichen.
32:07The Colts are 18 and four against teams that finish the year under 500.
32:12There's seven and 22 against teams that finish over 500.
32:14Now it's not super helpful because we don't know who's going to finish above and below 500 till later, but look at what's happened this year.
32:22They're all into against the chiefs and the Ravens.
32:25Okay. That checks out. They're two and O against Washington and Houston.
32:28All right. Well, so far we're probably four and O to that trend, given that Houston is own four and looking like an under 500 team.
32:36So that's the bad news. The good news is the Colts still get Houston.
32:40Again, they get Tennessee twice. They get Miami, they get Pittsburgh.
32:43So they're going to beat the bad teams and then they get a bunch of other good teams.
32:49They're going to lose the good teams. Shane Steichen in his career with the Colts, nine and eight, eight, nine, eight, nine.
32:55That's the Colts. That's I think where we're headed on this team.
32:59I think they're the team to just watch when you play them.
33:02If we beat, if we beat them, Hey, we're probably a playoff team.
33:06If you lose your bad. That's it. That's what the Colts are.
33:10That's a great way to put it. Don't let that 30 to 13 fool you.
33:14The Colts were about to get run off the field in London by Marcus Mariota.
33:19If he didn't get hurt, the commander's defense was swarming old Daniel Jones, some bad habits that he used to have regularly in New York.
33:26Those were shining through. And then what happened? They get short fields and that's when you can just hand the ball to
33:32Jonathan Taylor and let him do all the damage.
33:35And that usually ends well for the Colts. That's not going to happen against every, against everybody.
33:40Only the Vikings are averaging fewer yards per play than the Colts.
33:44Not good. Tier number three, better get used to 500.
33:47Can't finish that way, but you can trend that way.
33:50So let's take a look at this three team tier.
33:52Number seven, the Green Bay Packers. Yeah. And look, I think honestly, the Packers deserve to be a tier lower based on what we've seen so far.
34:00This is a bit of, of hope and projection on the Packers because I think for Green Bay, given the setup into
34:07the season, given the injuries they had just staying 500 as long as they can until they get Micah Parsons back, that is the hope for Green Bay.
34:15So unlike most of the teams on this list, I think they're not terribly disappointed at 500.
34:20Look, they should be better than 500. They played the Jets and the Bucs, the Vikings and the Falcons.
34:26So they should be better than 500, but if they could just float long enough and get Parsons back now, it looks
34:32like he's probably out till November still. So that's at least four more games without him.
34:37The offensive line has been in shambles, but they did sign a couple new guards.
34:41The offensive line did look a little bit better on Sunday.
34:45They played more tight ends on the field. I think that's helping a little bit.
34:49You just want to, if you're the Packers, not be embarrassed.
34:52And here's what I mean by being embarrassed. The Packers are a field goal underdog at home at Lambeau to the Bears this week, starting a backup quarterback.
35:01That is not what the Packers franchise does. That is embarrassing.
35:04So hang in there. If you're a Packers fan, try to stay 500.
35:08Try to get Parsons back. Try to do the Packers thing.
35:11Do the Matt LaFleur thing and sneak in the back door at the seven seat.
35:15I think that's the hope for the Packers. They lost Edge Cooper this week.
35:20If it keeps trending the way it's going, they're going to slide down this list.
35:24But I'm giving them a little bit of hope still here, given the coach, the quarterback and the Parsons of it all.
35:30Yeah, there's not a lot of life there right now.
35:33They're sitting at one and three with one of their wins being, well, their one win being a three-point win over a
35:40Jets team that is poorly coached in the moment, and maybe overall.
35:43Let's talk about the Broncos sitting at number six.
35:46They perhaps have some offensive play calling issues, but I'll soapbox on that later.
35:50Tell me what it is about the Broncos that lands them here on the list.
35:55That is a very, very kind perhaps. Perhaps is doing a lot of lifting in that sentence.
36:00Davis Webb's offense has just been awful so far.
36:02Bo Nix has looked terrible. He does not trust his reads.
36:06Now you're missing Patrick Sertan, who I've often said was some amount of overrated, but in this defense, very important to Vance Joseph and the scheme.
36:13So let's see what that looks like without them.
36:16Now look, here's the thing with Denver. They have played so far Jacksonville, the Rams, I'm losing on my list here, the Chiefs and the 49ers.
36:24By most power rankings, that is like for the top five teams.
36:27So that is, you can't get a harder schedule than that.
36:30So two and two, pretty good. You can live with two and two if you're only playing top five teams every week.
36:37The problem is that this is just kind of what Denver is, right?
36:41This is what they've been for a couple of years is you play close games.
36:45Sometimes you win, sometimes you lose. Last year, they got the horseshoe the entire year.
36:50So they won all the close games, but this year they seem slightly worse.
36:54The defense has not been quite as good. Now you're missing Sertan.
36:57They are top half the league offense, defense, special teams, just barely by DVOA.
37:01But the problem with Denver to me is every game is losable.
37:05If every game is close, every game is losable.
37:08So there's no freebies on the schedule. So the schedule stays tough.
37:11And I just think this is kind of what Sean Payton and Bo Nix are.
37:16I never thought this was a Super Bowl contender.
37:18Like a lot of people talked about them coming into the season.
37:22I think it was just going to be a battle every single week.
37:26And you just have to hope you win the close ones.
37:29Okay. So here's my soapbox on this. Maybe Sean Payton just needed a fall guy because Denver is 29th in the league in explosive plays.
37:36They've had zero 100-yard rushers, just one 100-yard receiving game.
37:39Well, guess what? They finished towards the bottom of the league in all of those categories the last two seasons.
37:45So there's a lot of flack being thrown in the way of Davis Webb.
37:49But genuinely, what's the difference other than clout? What is the difference between a Sean Payton offense with Denver and Davis Webb?
37:56I think Sean Payton was like, if it's going to be mid, I want someone else's name on this.
38:01That's what it feels like to me. Yeah, I think that's a good take.
38:05It's the Broncos offense adds Jalen Waddle and doesn't add any of the explosiveness that they're supposed to be getting with him.
38:12I think Sean Payton at least created a realistic Bo Nix offense.
38:16I think Davis Webb's offense thinks they have a real quarterback, and it turns out they do not.
38:21Well, good news for them. They have six home games left.
38:24They're plus 11 at home. They're minus 31 on the road.
38:27So bet them at home, fade them on the road.
38:30And we are doing that in week five. Number five is the New England Patriots.
38:35My power rating still love this team for some reason.
38:38Maybe it's the win against the Buffalo Bills. Where are you on New England?
38:42I thought New England would be a little higher on this list until I got to the market numbers.
38:47That's why they're a little bit lower here. So look, similar to Denver, I think two and two is not so bad for this team.
38:55No A.J. Brown for pretty much the whole stretch.
38:57You start in Seattle, the opening game. They really could have won that game.
39:02They were terrible, terrible against the Jaguars. But you sort of save the season with this win against Buffalo.
39:07And I think they deserve that win. It was a really good game for them.
39:12They went there. Drake May made the plays, made a couple mistakes, but, you know, got the job done.
39:17And this was another team that I circled as get through the first four.
39:21Then you get the schedule swing because now it's home against the Raiders and Jets.
39:26Then you get the Bears. Maybe still no Caleb Williams yet.
39:29Then you get the Dolphins. If you make it through two and two so far, maybe now you get to five and three or six and two.
39:37If you get there, no Raiders and Jets a little tougher than we thought they would be coming into the season.
39:43Certainly. I thought the defense for this team was what I liked.
39:47That's been really good so far. They're seventh in DVOA.
39:50That's about where I rank them. The offense has not been good.
39:53The offense was last and is 26 now in DVOA, but Drake May still struggling to me.
39:58And we saw some big plays, but some of those big plays are like Efton Chisholm making a crazy one-handed catch in the end zone.
40:06Look, that's a nice pass, but you can't count on Chisholm and, you know, and Mack Hollins and these other guys.
40:12There's no weapons out there. So I just worry for what the offense looks like and where this team goes.
40:18Efton, the DVOA folks, has them basically coin flip to make the playoffs at this point and only 20% on the division,
40:24even though they just beat the division favorites here.
40:27So in the market, they're minus 200-ish to make the playoffs.
40:30That is not how I like to play my coin flips, Brandon.
40:34So by market pricing, 37% to miss the playoffs at prediction market, that should be the bet I'm giving you right now is to miss.
40:41But I thought I was going to tell you to invest in the Patriots.
40:45I'm just going to end up saying I'll pass on this team right now.
40:49It's too hard to fade with that schedule coming up.
40:52I think maybe you can buy in now and sell later or you just kind of wait.
40:57And I think maybe wait out this month and then sell a little bit harder at midseason unless we see the offense really come around.
41:05So you like the Patriots. Would you have them a little higher up on this list for you?
41:10I would have them a little bit higher up, but I like the idea of waiting right now.
41:15I will say this, that if you're going to buy the New England Patriots, 28% on the prediction markets, plus that's plus 257.
41:22That's better odds than what you're getting from traditional sportsbooks.
41:25So always shop around. But that's one I would go the prediction model over sportsbooks right now.
41:30They seem to be waiting the New England Patriots a little bit more heavy.
41:34And it makes sense. I think you have a more casual audience that saw this team in the Super Bowl and they'd
41:41be more likely to bet them to win the division or to make the playoffs.
41:45But think about it like this. They already have a head to head against the Buffalo Bills.
41:50And the next time they play them is in Boston.
41:53They're only one game back on Buffalo right now.
41:56So I do like the New England Patriots and they get AJ Brown back in a couple of weeks.
42:01It's going to be a huge boost to this offense.
42:04So the buy time could be now. It's definitely coming up soon.
42:08Tier two, time to buy stock. And here's where I'm leaning in like the meme of the gamer that sits forward in his chair.
42:15So go ahead and cook. Who are we buying?
42:18Yeah. So number four and number three, I'm going to kind of do together because I think they're very similar teams.
42:24Fourth is the Lions and third is the Cowboys.
42:26And look, I thought the Patriots would be higher.
42:29The Lions kind of took their spot here. And again, it's about the markets, about the numbers.
42:34So with both Lions and Cowboys, we kind of know, right?
42:37We have terrible, terrible, all bad, very terrible, awful defenses and a lot of offense.
42:42And it turns out you can lose every game that way because your defense might just poop the bed and then you have to pick up the pieces.
42:50But your offense is so good, you can also win every game.
42:54That makes you volatile. It makes you two and two is what it does usually.
42:58So with the Lions, 55, 58, 67, and 72 points in those games.
43:02Average of 63 on the total. That's hard to live like that, man.
43:06Like they are 31st in defense. The Cowboys are the only team worse than that.
43:10They've allowed at least 24 every game. Secondary has no answers right now.
43:14That Sunday night game was very much just who has the ball at the end of the game.
43:19We've never had a more who has the ball at the end of the game than that one where neither team could get a stop.
43:27The Lions do hopefully get Brian Branch back soon.
43:29That'll help your secondary in a hurry if he can go.
43:33They get Cade Mays back on the line. And look, the offensive line has been a lot better than I thought they would be.
43:40Those young guys have come together and Cade Mays can really help fill out that line.
43:44That offense can have a shot in any game.
43:47And here's why Detroit moved up my rankings. They still have the second easiest schedule left in the league.
43:53They've played easy games, but they still have more.
43:55They still get to play Arizona, Miami, Tampa, Atlanta, Tennessee, the Giants.
43:59Those are very, very winnable games for an offense as good as the Lions.
44:03This team's floor is so high with their offense, with the coaching staff.
44:07And if you look now at the division, I'm out on the Packers.
44:11We talked about them. We talked about being skeptical on the Bears.
44:14FDN has the Packers 5% for the division, Bears 20%.
44:17They think it's Vikings or Lions. I have Vikings before the season.
44:21I've got Vikings plus 510. I got my stock, even though I wouldn't want to be buying Vikings right now.
44:27We'll talk about them on another podcast, but obviously a little bit fraudulent at their foreknow.
44:31But Lions 35% to win the division, projected 10.4 wins.
44:34That seems about right. This is just a team that's going to hang around and be in all these games.
44:40I'm going to add right now some Lions stock to my division portfolio.
44:44So if you have Vikings already, you can play it and add to it at plus 280 at DraftKings.
44:50Or if you're new, I think it's a good new bet as well for the Lions.
44:54So I want, for me, Vikings and Lions. Give me two outs in this division because I'm not super confident just in my Minnesota stock.
45:02And I won't be confident in the Lions either, but at least I get two bites of the apple now.
45:08So I'll say more with the Cowboys in a second, but I like Lions division here and the numbers are in our favor.
45:14Yeah. It almost sounds like a Bears fade as much as anything else that you're buying stock in the two other teams that are sitting at the top.
45:23I view the Lions very much matchup dependent. If they face an anemic offense, they can win with some measure of predictability,
45:29win and cover for the purposes of what we do for a living.
45:33But if they play teams who can move the ball well, like they have Buffalo at will, Carolina at will.
45:39The Saints were anemic in the first half and then they snuck out with a win in that game.
45:45And then the Jets, they play teams like the Jets.
45:47They're going to win those games and they're probably going to win them easily.
45:52Uh, this is a team that I will, I will bet on if the offense they play is, uh, is bad and
45:58I will bet against them if they're going to play a team.
46:02That's it's one of the reasons why I've got this game circled.
46:05I haven't bet it yet. Cause the line seems to be, I want to see if I can get a six, but
46:12the Cardinals this week, they can move the ball.
46:14The lines are terrible against tight ends. Trey McBride.
46:17I hope he ends up on your playground because he's going to go crazy in this game.
46:22Let's go to number three. Are you, is that, is that one already been circles for you?
46:27I was just going to say, Arizona did just lose Paris Johnson.
46:31Who's their only good offensive lineman. So, so that scares me a little bit with them offensively.
46:36And so that was tricky with those games. It was like, okay, how high should the line be?
46:41Because the lines could put up 50 in that game and no one would really bat an eye.
46:46So does the line say, okay, Detroit can just cover four or five, six easy and they'll just keep on scoring or
46:53does it leave the back door open? And that's always the tough decision each time.
46:57But yeah, I've got my eye on that one.
47:00I have a lot of Detroit trends, but we'll see for Thursday.
47:03For sure. I think I need that six to pop up.
47:07Let's go to number three, the Dallas Cowboys, America's favorite team.
47:10Where are you at on them? Yeah, very much.
47:12The second verse, same as the first is what I just said on Detroit.
47:17Right. Terrible defense, whole lot of offense. And I think even more so on both cases, worst defense in the league so far.
47:23You just made Houston offense look really good. Like enough said on that.
47:27I do hope Joey Porter helps out there. I think he can really kind of reshape the secondary once things settle in there.
47:34The offense honestly has been as good as we hoped it would be.
47:38I think even better. They have had the fifth best points per drive through four games this century for, for a comparison
47:44to say here are the teams right above and below them.
47:48The 2007 Patriots and the 2018 Chiefs. Notable good offenses, those ones.
47:51So if you're doing that, you're doing pretty well.
47:54The problem is they can't stay on the field because the defense is always on the field and can't get a stop.
48:00Again, like the Lions, young offensive line that's really come together.
48:04And they get Tyler Smith back soon. Maybe even by Thursday.
48:07I would guess at least by next week. I did not expect this when I did my offensive line studies, but I
48:13think this is maybe a top five line once Tyler Smith is back out there.
48:18So you add that into the Clayton Adams offense.
48:20All the rest of the talent. CeeDee Lamb, I think, just caught three more passes against Houston as we speak.
48:26These guys are doing anything they want offensively. And now I think the schedule a little bit bounces in their favor.
48:32Tampa, Green Bay, Philly the next three weeks. Okay, well, I don't mind playing those teams right now.
48:38If I got to play Tampa, Green Bay, Philly, give them to me right now.
48:42Well, I can get them while they're down. And so I think the Cowboys are set up pretty well.
48:48Near the end of the season, weeks 13 to 16, they go Philly at Seattle at the Rams and Jacksonville.
48:54I think that's the season story for Dallas. I think no matter what happens between now and then, we're going to have
49:00this team that can't stop anyone and can't get stopped in these prime time is Dak the MVP.
49:06We're going to be having all the conversations. We're going to lead every podcast and every show because it's the Cowboys.
49:12And it's what we're going to be talking about on Thanksgiving and in December.
49:16So I don't have a futures bet for Dallas.
49:19I think similar to what you said with Detroit, they're a team that you invest in when the matchup is right and
49:25stay the heck away from when the other team is going to score 40 as well.
49:30I do think they're a rightful favorite right now in the NFC East plus 125 on DraftKings.
49:35And if you don't have any Cowboys stock, I don't think it's a terrible time to take some bucks and Packers on deck.
49:42So they should be stacking up those wins after this week.
49:45So four and two could very well be on the horizon after week six.
49:49Let's go to the last one in the tier.
49:52And this is the tier we're buying stock in.
49:54I agree with this wholeheartedly. The Cincinnati Bengals. Yeah.
49:57So look, this is only even partly about the Bengals themselves.
50:00I think they are probably deserving two and two teams so far.
50:04They really could be four. No, they lost ugly one in Pittsburgh.
50:07They really should have beat Jackson. We talked about that earlier.
50:11They didn't though. So they're two and two, but usually the Bengals are one and three right now.
50:16So I'll take two and two that's an improvement over Joe Burrow's usual September.
50:20And I had this exact spot circled on the calendar for the Bengals before the season even started.
50:25They play now Miami next. So that's a bye week.
50:28Then they get the real bye week. So they're basically off for three weeks right now.
50:33And then the rest of the season, they only have three more games left against teams I project in the playoffs.
50:39It's the two Ravens games and it's the Chiefs.
50:42That's it. This is the easiest remaining schedule in the NFL.
50:45I knew that was coming. This is the spot I want to invest.
50:49And now on top of it, you get the Lamar Jackson injury, which can only help Cincinnati if the Ravens drop a game or two.
50:56If Lamar Jackson falls out of the MVP race, missing a game or two.
51:00And look, I think people overreacted to the defense early.
51:03I don't think this is a great defense, but we didn't think they would be.
51:08We wanted them to be like 20th best defensively.
51:10We wanted 20th best offensive line. I think we got it.
51:14I think we got 20th best and I think we can live with that.
51:18And so I don't see huge value on the division in the playoffs in part because I still love the defense and
51:24I still really like the Ravens even with Lamar.
51:27But here's the bet I do love. Joe Burrow for MVP at 4% right now at DraftKings Predict.
51:32Look, I think MVP is down to seven guys.
51:35Josh Allen, Purdy, Mahomes, Lamar, Lawrence, Dak, and Joe Burrow.
51:38Trevor Lawrence is under half this price. We just watched these guys play.
51:42Lawrence won. Shouldn't he be the bet? No, we buy low.
51:45We don't buy high. We're buying Burrow at double the price with better stats.
51:49He's on pace for almost 5,000 yards. Same number of touchdowns as Lawrence so far.
51:54And I think actually, Brandon, the defense is maybe the sweet spot.
51:57You can't be terrible like the Cowboys. That's why I'm not giving you a Dak bet because now you're going to lose
52:04games too many and you don't get there. But you can't be really good, maybe like Jacksonville, because you don't have to throw as much.
52:11You can just run the ball and get a win with defense.
52:14What if you're just right in the middle? What if you're just kind of terrible, kind of bad, kind of bad enough
52:21for Burrow to have to pass, pass, pass, pass, and get those numbers all season long?
52:26That's the version that we've wanted. Lamar Jackson injury helps because of his MVP stock being down as well.
52:31Right now, the Bengals are at about 12% to be a top two seed in FTN odds.
52:36I think if you're a top two seed as Joe Burrow, I think you win MVP.
52:41I think that's the ticket you want. We're getting 4% here.
52:44I'm going to bet the long tail. I already have Mahomes and Lamar before the season.
52:49That's two of those seven. I'm going to add Burrow.
52:52And if you're new, I think you win bet just Burrow.
52:55I think AFC is the kingmaker. Whoever comes out in those top seeds, that is your MVP this year.
53:01And I think Joe Burrow and the Bengals have a real shot at like 13 and 4 and should be right in the mix.
53:08Yeah, I think this is a great time to buy all sorts of Cincinnati stock.
53:12The fact that Lamar is a long shot to play this week and the Ravens are still sitting at minus 170.
53:19The Bengals at plus 235. Division bet. I would take it a step further and go conference bet for the Cincinnati Bengals as well.
53:26I mean, if the defense is improved, Burrow's playing like an MVP.
53:29They're plus 950 to represent the AFC. Here's the thing to add to the little extra sprinkle on your Burrow Sunday here.
53:36The Bengals threw the ball 82% of their offensive snaps against the Jaguars.
53:40When Joe Burrow was asked after the game, what do you make of a percentage like that?
53:45He said, I think we should throw more. So that sounds like somebody that's perfectly okay taking home that MVP.
53:50I love the bet. Let's go to tier one.
53:53Still the rightful favorites, the LA Rams. Well, yeah, I don't think we even need to say a whole lot about the Rams.
54:00I think the Rams are still the easiest, best two and two team.
54:04I think if you took odds away, if you're just at the bar with your buddy and they said, who's going to win the Super Bowl?
54:11Who's coming out of the NFC? And you can just pick a team.
54:15You're still picking the Rams. Come on, let's be real.
54:18It's still the Rams right now. They're still just as good as we thought they would be because this is what they do.
54:25They start slow. They kind of treat September like the preseason.
54:28They get better later. I think they probably should be three and one right now.
54:33They shouldn't be Denver. They deserve to beat Philly.
54:35We know about the week one Australia thing. We don't know how much that was.
54:40And they're two and two despite most of that stretch.
54:43No Miles Garrett. No Aaron Donald. Not much Puka Nakua in that stretch.
54:47Their defense has looked everything we thought that they might be the last three weeks for almost all of it.
54:52Except for a couple Denver drives. And they've done that with no Miles Garrett.
54:57Without the defending defensive player of the year, they still are a top five defense right now.
55:02The offense has been, quote, disappointing. They're seventh in DVOA.
55:05They're not what they were last year because they were never going to be.
55:09It doesn't work that way. But they're still really good.
55:12They're going to get better. They're still really good.
55:14Puka is back now. And look, the special teams is awful.
55:18I don't know. Sean McVay, for the love. Will you recognize that special teams exist?
55:22They're so bad. They're last in the league at it.
55:25It's going to cost them a game at some point.
55:28Please just be decent at it. But everything else I think is fine.
55:32Everybody chill. It's just the Rams. Here's what happened the last three years.
55:36Last year, they started three and two. They finished 12 and five.
55:39Previous year, one and four, ten and seven at the end.
55:42Previous before that, three and six, ten and seven after that.
55:46It doesn't matter what happens early. This is by design.
55:49This is what Sean McVay does. They win late in the year.
55:52Now, look, I'll point out those three teams that rebounded, they also lost on the road in the playoffs.
55:58Because when you lose the early games, you play on the road in the playoffs later.
56:02So we'll think about that later in the season.
56:05I'm not telling you to buy Super Bowl stock.
56:08I'm just telling you the Rams are still who we thought they were.
56:12And a quick bet, Puka Nakua is 2% at DK Predict for Offensive Player of the Year.
56:17I don't love investing in a dude with a sports hernia.
56:20I don't love anything about a sports hernia. It's probably not going to end well, but 2% is a crazy price.
56:26He was top three last year. His pace is not that far off this year.
56:30He's missed two games. But if he continues to play and is back mostly healthy now, we saw him hit a lot of the escalator this week.
56:38I think that's just too low for a guy this good.
56:42So that's my investment in the Rams. Puka for OPOI.
56:45I think they're just fine. I will recap all of these before we wrap up the podcast.
56:50So don't you worry out there if you're like, wait, I didn't get a chance to write all of that down.
56:56All of the tiers, all of the bets within those tiers.
56:59We'll get to that as we wrap up the show.
57:02Time for our weekly trading segment. I am your stock analyst, Brandon Kravitz, alongside Brandon Anderson, of course.
57:07Get it while it's hot. I mean, how long am I supposed to keep it?
57:12For a week or so. Buy low, sell high.
57:14This is our opportunity to buy a stock that we're going to sell later.
57:19Now that's usually what I will recommend in this segment.
57:22I'm not going to do that here because I don't want to let this one go.
57:26But I have to bring this up now because I don't think this price is getting any better.
57:32Ben Johnson, coach of the year, 11% at some places.
57:34But not everything needs to be deep down the board.
57:37Sometimes we just need to buy the low hanging fruit when it's still sitting at a good price.
57:43Now I'll be honest. Most of the time in this segment, I am going to give you something that you can sell at a later date.
57:50But I am keeping this one. Three wins on the season.
57:54Three different quarterbacks. Add to that, if we're going to throw some extra logs on the fire, he beat his former co-worker in Aaron Glenn.
58:01And the Lions look significantly less fluid and creative without him.
58:04Yes, their offense is still elite. It's not what it was when Ben Johnson was the offensive play caller.
58:10Some of that's offensive line play. But if you're looking for reasons to vote for a guy, there's more reasons than just the job that he's doing.
58:18So not only does he get credit for stewarding the Bears success, he'll get credit if the Lions collapse as well.
58:24He's the new offensive darling of the league. And the fact that he didn't win this award last year really helps.
58:30The media will be tripping over themselves to vote for this guy.
58:34That's bagged wins with Caleb Williams, Tyson Bajant and Case Keenum.
58:37I think this is worth an add to the portfolio.
58:40One other nugget for you, Brandon. Only three head coaches in NFL history prior to Ben Johnson won three of their first
58:47four games with three different starting quarterbacks. Pretty good list.
58:49Tom Coughlin in 1997, Al Saunders in 1987, and Don Shula in 1980.
58:53Gotta have some Ben Johnson in your back pocket.
58:56Yeah, I mean, I think you made an awesome case for it.
59:00And my only concern is I think Ben Johnson wins coach of the four games so far, but we got to win
59:06it at the end of the 18. And will we remember then that Tyson Bajant played and that Case Keenum played?
59:12Or will that be long forgotten? We'll have other narratives.
59:15It shouldn't be. But I've come to really hate coach of the year because I don't know if the voters remember all
59:22the stories along the way or just the more recent ones.
59:25I think Ben Johnson wins in a sweep for coach of the first four games.
59:29We'll see about end of the season. I thought he should have won last year.
59:34So I'm with you on that. I'm going to make a really easy case here for Chiefs as last unbeaten in the NFL.
59:41It's 48% in the prediction market. And look, you don't have to even like the Chiefs for this bet.
59:46This isn't even really a bet on the Chiefs.
59:49There are three options left. Chiefs, Vikings, 49ers. And two of those teams have a tough road game this week.
59:55One of those teams will watch those tough road games at home on the couch because the Chiefs are on a bye week.
60:02They can't lose this week. The Niners can lose and the Vikings can lose.
60:06And then the Chiefs play the Chargers next week in Kansas City.
60:09So if you don't think they lose that game, the following week they play Sunday night against Seattle.
60:14That's important. That means unless they lose to the Chargers, the other teams here have three chances to lose before the Chiefs have a real chance to lose.
60:23That is the buy low, sell high of this segment.
60:26So Chiefs last unbeaten at 48%. Folks, you got to understand that I get the cheat sheet.
60:31I get to see this stuff before we hit record on the podcast.
60:35I could not bet this fast enough when I saw this on there.
60:38I think not only is this a great bet, I think this bet cashes this weekend.
60:43I think the Vikings lose and the 49ers lose and boom.
60:46So fantastic. I love the idea of betting on a team that's on a bye week and I don't even need to worry about them.
60:54This is just great. Quick futures recap from the podcast today.
60:57Will Anderson, three to one defensive player of the year.
61:00Eagles win total mineshaft, taking it all the way down.
61:03What's the floor on this, Brandon? We're going under eight and a half, seven and a half, and six and a half.
61:09But you can keep going if you want. I won't stop you.
61:13Never. Brandon will never stop you from the mineshaft.
61:16Lions division plus 280. Joe Burrow, MVP at 4%.
61:18And Pukanuku, offensive player of the year, sitting at an ice, crispy 2%.
61:22All right, BA, take us home. What's the one last thing?
61:25Can I say one more thing? This better be important.
61:28There's one more thing before I go. Real quick on this one, we talked about 12,500 teams.
61:33Only two of them play each other this week.
61:36It's the Colts and the Steelers. And it is the worst scheduled spot of the season for any team for the Colts.
61:42Indianapolis is coming back from London. No rest. Usually that means good for opponents.
61:47Team total over, a.k.a. The Steelers score some points.
61:49Your defense is tired. And the Colts are going on the road coming back from international.
61:54That is not usual. You hope you get it by a week.
61:58You at least play at home after that. They're on the road.
62:01They're in Pittsburgh. And Pittsburgh is on extra rest coming off of a Thursday night game.
62:06What is that worth to the spread? I don't know, but it's a bunch.
62:10And that is why the spread might look different than you expected.
62:13So I'm not telling you to bet Pittsburgh or fade Indianapolis necessarily.
62:17But do keep in mind that is the nastiest scheduled spot on the entire schedule this year for the Colts.
62:23It is time for us to call it a night.
62:26Goodbye from the Brandons. That will do for us today.
62:29Keep an eye on the Stucky and Doug Week 5 betting preview on Wednesday.
62:33The touchdown show on Thursday and Friday. B.A. will be back with the NFL playground shoots, ladders, parlays, and the works.
62:39I want to see Trey McBride slide his way into the playground.
62:43That's all for us still to come on the Action Network podcast presented by DraftKings.
62:47So much more to get to throughout the course of the week as we continue to preview Week 5.
62:53And if you're not bet syncing on the Action app, what are you doing with your life?
62:58I'll be back on the favorites, hopefully with a fully recuperated voice on Thursdays to submit our five contest plays.
63:04Until next time, good luck out there. Action Network reminds you, please gamble responsibly.
63:08If you or someone you care about has a gambling problem, help is available 24-7 at 1-800-GAMBLER.
63:13And if you're going to play guitar. Watch your finger.
63:16However, humans you believe it is a good future game market.