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1:17J.J. Zacharysen. What's up, everyone? It's JJ Zacharyarysen in this episode 1142 of the Late Round Fantasy Football Podcast.
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1:48I mentioned on yesterday's 15 transactions episode that I would talk about the Cardinals offense, so let's talk about the Cardinals offense.
1:55Marvin Harrison Jr., as we know, he's no longer on the team.
1:59And we saw what that offense looked like without him in week 5.
2:03And it was different. They didn't simply replace Marvin Harrison Jr.
2:07with another wide receiver and just move on. The Cardinals ran 35% of their offensive plays in week 5 out of 13 personnel.
2:14Those are three tight end sets. From weeks 1 through 4, Arizona ran 13 personnel on fewer than 20% of their offensive plays.
2:22That had an impact on the wide receivers, unfortunately.
2:25This is why I didn't think Kendrick Bourne was like an obvious add this week.
2:30If you want to add him, sure, go for it.
2:33He'll probably get you some usable weeks. But the interesting thing here is that Bourne's route share was just 60% in that game.
2:41Before week 5, his route share was 74%. Because Kendrick Bourne, friend of the show, he's a slot guy.
2:47He's not going to be on the field in 13 personnel.
2:51The only non-Michael Wilson wide receiver who did run a route out of 13 personnel was Jalen Brooks, who's an outside receiver.
2:58Meanwhile, with Kendrick Bourne, the Lions are bad against the slot.
3:02It's why even before this news broke about Marvin Harrison Jr., I had called out Kendrick Bourne on the sleepers episode because of the matchup.
3:10So Kendrick Bourne's usage didn't really increase without Marvin Harrison Jr.
3:13His route share actually decreased. And then we go to Michael Wilson.
3:17I would imagine that Wilson's target share increases in other matchups.
3:21But I do think there is some fear here.
3:24That teams aren't going to take the other threats seriously in this offense, and they're going to double Michael Wilson.
3:31Michael LaFleur actually talked about that on Monday. And Wilson, he saw a decline in route share too.
3:37Because of that 13 personnel usage. But this is why we saw those random touchdowns this past week from Tegan Quatoriano.
3:43He hadn't run a route all year long, but he had a 32% route share in week 5.
3:49Due to the 13 personnel use. Elijah Higgins, their backup tight end, he had a 41.5% route share.
3:55His season long average was 15%. Now I don't know if this is going to continue.
4:01But I do think that a lot of this data suggests that existing players in this offense post-trade, they're going to move more laterally than upward.
4:09And we'll see what happens at the quarterback position.
4:12Marshawn Lloyd had a good outing in week 5.
4:15He found the end zone twice. And the Packers, they have a good matchup in week 6 against the Cowboys.
4:22But I do think it's really important to note that without Chris Brooks, the Packers basically just use Pierre Strong as their Chris Brooks.
4:30Marshawn Lloyd had a 44% snap share against the Bears.
4:33Strong was at a 41% share. Strong played 75% of Green Bay's third down snaps, and he ran four more routes than Marshawn Lloyd.
4:41Now it's good that Lloyd saw his rush share jump a little bit compared to week 4.
4:46But his rush share was still only 42% in that game.
4:50And unlike his week 4 outing when Brooks was hurt, Lloyd's route share dropped by about 20 percentage points.
4:56So it's good he found the end zone. It's good they have a good matchup coming up.
5:02But this usage is still pretty rough for Marshawn Lloyd.
5:05Even with the goal line rush and the overall workload, Lloyd's expected PPR point total, it was just 10 on Sunday.
5:12What Josh Allen is doing right now in fantasy football is absolutely insane.
5:16On the season, he's averaging 28.6 fantasy points per game.
5:20That's trending to be historic. But he's doing it in a way that we've literally never seen before.
5:26We've actually seen this type of overall performance through 5 weeks before.
5:30Allen's 28.6 standard fantasy points per game, it's the third highest mark since 2016.
5:34He trails Russell Wilson in 2020, and he trails himself in 2022.
5:38It's just how he's doing it that's crazy. Allen's currently giving fantasy managers 14.4 points per game via rushing alone.
5:45No quarterback through 5 weeks since 2016 has even been at 13 points per game via rushing.
5:50And no quarterback has finished the season since 2016 with at least 11 points per game on the ground.
5:57Justin Fields leads that group in 2022, he had 10.8.
6:00So I do expect Allen to at least cull down a little bit over the next 12 games.
6:06Which would hypothetically hurt his fantasy totals. The thing is, I think it's really important to note that some of that rushing
6:13production will just turn into passing production. It won't necessarily be as valuable, but it doesn't mean that we're bound to see
6:20Allen at like 19 points per game. He's playing out of his mind right now.
6:25He's throwing his body around. It's like he's doing it specifically for fantasy managers.
6:30I know he's doing it for his team, but it feels that way, doesn't it?
6:35It's really been fun to watch. Speaking of the bills, Dalton Kincaid has just disappeared over the last three weeks.
6:41He was looking like a legitimate league winning player after week two.
6:45And I don't say that as in what the data was saying.
6:49You watch him, he was completely dominating defenses. But he's been missing over the last three weeks.
6:55After week two, Kincaid was at 20.3 PPR points per game.
6:59He was just behind Trey McBride. He was the tight end too.
7:03Since week two, he's averaging three PPR points per game.
7:06He's been useless. Now on the season, he's the tight end 15.
7:10The good news is that while Kincaid's week five was rough, he was back to a 68% route share.
7:16And that's depending on the source. There are other sources who have that route share even higher.
7:22In weeks three and four, his route shares were 65% and 49%, the two lowest of his season.
7:28Unfortunately, the bills had 19 pass attempts in that game against the Rams, despite the fact that that game went into overtime.
7:35And it was a tough matchup. The Rams are the absolute best team against tight ends this year by adjusted fantasy points allowed.
7:42I was curious though, what does history tell us about Dalton Kincaid's season thus far?
7:47Where he's had a couple of good games, there have been some stinkers, and he's in an overall pretty decent environment for scoring.
7:55So I looked at some comps. I found tight ends since 2016 with similar peripherals as Kincaid, similar production through five weeks,
8:02and then players who are in similar enough environments offensively.
8:05And the results actually aren't as bad as I thought they'd be.
8:09The top comp is 2023 George Kittle. He was a little bit better to start the season, but he finished the year
8:17with 13.3 PPR points per game from week six onward.
8:20I think we'd take that in a heartbeat. Unfortunately, the second comp is 2024 Isaiah Likely.
8:25Remember, he started that season off really hot against Kansas City, and he was really bad after that.
8:31The difference here though is that Dalton Kincaid, he had multiple games to start the season where he looked really good.
8:38Isaiah Likely just had the one. So there's a mixed bag, but in all, among the top ten comps, half of them
8:45scored ten or more PPR points per game after week five.
8:49Two of them were essentially high end tight end ones.
8:52Tight end is a volatile position, so I think the results make plenty of sense.
8:57I doubt we start seeing like crazy consistency from Dalton Kincaid.
9:01But there's still enough there for me to feel as though he's like a low end tight end one, high end tight end two.
9:09The landscape overall just isn't fantastic. I was very close to calling Ramondre Stevenson a bye on this week's 15 transactions episode.
9:16But I didn't have enough information about Travion Henderson's injury.
9:19Turns out it's a high ankle. Henderson's going to be sidelined for multiple weeks.
9:24I'm expecting pretty big things from Ramondre Stevenson. Over New England's next four games, they get the Jets, Bears, Dolphins, and Packers.
9:31Those are all top 12 matchups for running backs by adjusted fantasy points allowed.
9:36It's very easy to argue that New England has the best running back schedule in football over the next month.
9:42Back in week one when we didn't see Henderson, Ramondre Stevenson saw amazing usage.
9:47The Patriots offense was a mess, but he still had 16.4 expected PPR points in that game.
9:53Against this schedule, I legitimately think that he has a chance to be an RB1 in fantasy.
9:58He's just got to stay healthy and he's got to not fumble the football.
10:03So if you're someone who really needs a win, he's a trade target.
10:07Even though his manager is fully aware of the Henderson injury.
10:11I'm probably still higher than that manager is given the schedule.
10:14The Chargers are a mess for a lot of reasons.
10:18Players aren't playing well. Injuries have also really hurt this offense.
10:21I'm not here to make excuses for them, but the injuries have been brutal.
10:26With that being said, they're not simply plugging in new pieces and keeping the offense the exact same each week.
10:32Their offense has morphed and changed a lot this year.
10:36In weeks one and two, the Chargers running backs had a target share of 5.6%.
10:41That was lowest in the NFL. From weeks three to five, that number is shot up to 32%.
10:47That's first in the NFL. Meanwhile, in week five, we saw them run out of 11 personnel at just a 19% rate.
10:54That makes sense because they had all those wide receiver injuries.
10:58But 19% is insanely low. It's the third lowest of any team in a game this season.
11:03But again, it makes sense. 11 personnel means three wide receivers are on the field at once.
11:09And they barely had three wide receivers who were healthy.
11:12What's also kind of interesting is that through the years, Mike McDaniel has been the king of using pre-snap motion.
11:19But that's actually dipped over the last couple of weeks.
11:22We saw an 82% rate of motion in week one.
11:25It's been 63% and 68% over their last two games.
11:28Basically, what I'm getting at here is at least the Chargers are trying.
11:33They're changing things up. They're running out of different personnel.
11:36It makes them wildly unpredictable, but it at least hints to us that maybe they'll eventually find a solution to this massive problem.
11:44A couple of weeks ago on the 15 Transactions show, I had mentioned that I didn't think you needed to go super
11:51crazy on the waiver wire for Ollie Gordon. Because number one, the offense was and is terrible.
11:57Number two, we didn't know the exact workload split in that backfield.
12:00And number three, even with a true bell cow and Devon Achan, we weren't getting great production from him before that ACL injury.
12:08Why would we expect great production from Ollie Gordon?
12:11After two weeks, I look like an idiot. Now look, I don't think the process for that was that wrong.
12:18I'm not mad about being lower on a running back in this type of offense, but it wasn't even clear what kind of workload he might see.
12:26But so far, so good for Ollie Gordon. He's averaging 16.4 PPR points per game over the last two weeks.
12:33That's 14th best among running backs who have played two games.
12:37The Dolphins remaining schedule is really advantageous for running backs too.
12:40That's why I think that Gordon is going to stay relevant.
12:44But I think people might be surprised to know that over the last two weeks, Gordon ranks 20th in rush share.
12:51Again, this is removing players like Kenneth Walker and Chuba Hubbard who only played one game.
12:56But he's 20th in rush share and he's 14th in route share.
13:00If those numbers hold, obviously they're like RB2 numbers.
13:03But that's RB2 type usage and what we still project to be a really bad offense.
13:08I also don't expect him to score half of Miami's touchdowns rest of season, which is what he's done over the last two weeks.
13:16So my stance on Gordon, I'll take the L.
13:19You guys deserve honesty. But he's probably still more of an RB3 into that low end RB2 range as opposed to being
13:26like a full blown can't miss player. Now, had we known that if we knew he was going to be like a
13:34high end RB3, we probably would have spent up more on the waiver wire.
13:38That's why this is an L. And the overall landscape at running back is definitely helping him.
13:44But I'm not looking at this usage and seeing like a league winner right now based on how he's performed over the last two weeks.
13:52He's just a solid player who's going to be nice and usable when he's able to find the end zone.
13:59And props to him, by the way. He's looked good over the last two weeks.
14:04One player who I feel like isn't getting that much love in fantasy football but should be getting more, who could have
14:11easily found himself in the 15 transactions list this week is Pat Friermuth.
14:15On the season, Friermuth is 8th among 26 tight ends with 100 or more routes run and PPR points per route run.
14:23He's got a solid enough 15% target share. And I say solid enough because Pittsburgh has one of the highest pass rates
14:30over expected in the league right now to start the season.
14:33Given this is a trends episode, Pittsburgh's seen their tight end target share shift upwards nearly every week.
14:39Now obviously Darnell Washington, he's a reason for that.
14:42But they had a 32% tight end target share in week 5, which was the highest of their season.
14:49And the wide receiver injuries definitely helped with that.
14:52According to our expected fantasy points model, Friermuth is 10th in the league right now in expected PPR points per game at tight end.
14:59Only 4 tight ends have more end zone targets than Pat Friermuth.
15:03So he's someone who absolutely should be on your radar, especially because he has a good week 6 matchup.
15:10Sometimes I like talking about players on this 10 trends episode that just aren't getting enough love elsewhere.
15:16I did this earlier on in the season with Jacob Cowling.
15:19That didn't turn into anything, but it's still interesting to dig into these players.
15:24That player this week for me is Kevin Coleman out of Miami.
15:28Coleman's a rookie and for a day 3 prospect, the zap model didn't totally, totally hate him.
15:33He was a true slot receiver in college. Over 91% of his routes came from the slot.
15:39He played for 4 different schools throughout his time in college.
15:43He never dipped below an 87% slot rate at any of those programs.
15:47That's according to PFF data. But his breakout score was actually 7th best in this year's draft class.
15:53For those of you who don't know, breakout score is the most predictive metric in the wide receiver zap model.
15:59It looks at age and schedule adjusted receiving yards per team pass attempt.
16:04Now I'm talking about Coleman today because this is a trend show.
16:08And his usage is trending up. He's seen route shares of 55%, 55%, and 67% over the last 3 games after being below 50% in his first 2.
16:17And he's seen targets as a result of 4, 4, and 7.
16:21He had a 24% target share in week 4 and it was 27% in week 5.
16:26Now this is probably more of a dynasty thing than anything else.
16:30And Caleb Douglas being sidelined, that's helped. But I think Coleman's a good enough dart throw prospect to call out here and to monitor.
16:38I've talked a lot about the Buccaneers backfield on this show.
16:42And that's where I want to close things out today.
16:45We're going to talk about this backfield once again.
16:48I mentioned in the data dump thread this week that Bucky Irving saw his first goal line rush since the 2024 season on Thursday night.
16:56And funny enough, we talked about that very trend this past week.
17:00Irving was phenomenal against the Cowboys. He was the best player in that game.
17:05But it's like we just can't get perfect usage for him.
17:08There's always something to monitor. In this case, we're shifting away from the goal line discussion and we're moving more to the receiving stuff.
17:16Now look, Irving saw 12% target share against the Cowboys.
17:19That's totally fine. But his route share was a season low 29%.
17:23Part of the reason for that is a growing trend with Irving's receiving work.
17:28In weeks one and two, he saw 59% route share.
17:31That turned into an 18% target share. Which by the way, the correlation between route share and target share at running back is very, very strong.
17:40If you want a quick and dirty way of thinking about expected target share based on route share, just take route share and divide it by four.
17:49So 59% route share, you'd expect close to a 15% target share.
17:53Well during those two games, Irving was closer to 18%.
17:56So that's close enough in general. Maybe we'd expect a slight dip downwards, but it's a two game sample.
18:02In those games, Irving played roughly 62% of Tampa Bay's third downs.
18:06Well over the last three weeks, Irving seen that third down snap rate go from 62% to 14%.
18:12It was 23% against the Cowboys. His route share is 32% in those three games.
18:17And his target share, hey, there's that formula working again.
18:20It's 8%. So while Irving looks spectacular on the ground, he's an unbelievably good player.
18:25Unfortunately, the full blown bell cow stuff just is not happening right now.
18:30It doesn't make him irrelevant. It's just what's keeping him from being like an RB1 in fantasy football.
18:36And we still are going to wait to see a larger sample size with the goal line stuff too.
18:42It's disappointing because like I said, he's a really good football player.
18:46But fantasy football, it's a numbers driven usage driven game.
18:49And we have to understand those rules when we're evaluating things.
18:53That's it for today's show though. Thanks to all of you for listening.
18:57If you've yet subscribed to the Late Round Fantasy Football Podcast, make sure you are by searching for it pretty much anywhere podcasts can be found.
19:06And don't forget to follow me on Twitter and on Blue Sky at LateRoundQB.
19:10Thanks for listening everyone. I'll catch you tomorrow with the weekly sleepers episode.
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19:44This is an iHeart Podcast. Guaranteed human. We're going to do even further.
19:48Bye-bye. The last game has been done with the first 7 June.
19:52I'm really happy to be doing this thing. I'm really happy to join the event with the last week.
19:58Welcome to the second one.