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0:58Exclusions like taxes and fees apply. JJ, this past weekend, I had my long time high school fantasy football draft in New Jersey.
1:05On the way there from LAX, we get grounded in Chicago.
1:08I have to spend a night overnight in a hotel.
1:11Finally get there late. On the way back, my plane gets delayed overnight again.
1:15I have to stay at an airport hotel in Newark.
1:18But, it's all worth it. Because as we know, banners fly forever.
1:22I'm JJ, and over the last couple of years, I've been doing everything I can to be a best ball bro.
1:28And last season, things finally fell into place. I got 40th in the DraftKings Millie contest, taking home $20,000.
1:34Maybe I became a best ball bro, but I'm still looking to learn more about this game.
1:39And I still want others to come on this ride with me.
1:43So even if you consider me a best ball bro, this could be your year.
1:48This could be the year that you officially become a best ball bro.
1:52This episode is sponsored by DraftKings. We've partnered up with DraftKings again this year for best ball.
1:57And we've got a can't miss offer on their biggest best ball contest ever.
2:01$20 million in total prizes. It's draft one, get one.
2:04Draft your team once, no weekly lineup management, and your top scorers start automatically each week, all season long.
2:10Download the DraftKings Daily Fantasy app and sign up with promo code LATEROUND.
2:14Enter a lineup in the $20 million best ball contest for $25 and get a bonus ticket for a second entry.
2:20Two shots at the title. Draft one, get one, only on DraftKings.
2:24The crown is yours. Welcome into another episode of Becoming a Best Ball Bro, the season finale of season three.
2:30I'm JJ Zacharyarysen and joined as always by Rich Rebar.
2:33Rich, how's it going, buddy? JJ, I was thinking of you this past weekend at our fantasy football draft, not during the
2:40draft portion, but during my first round of golf, because you always use the golf analogy when you talk about regression.
2:46And I am horrific. I have what they deemed to have a 36 handicap.
2:50And on the third hole of the first round, I get a true par on a par five, which was the third handicapped hole on the course.
2:58So I scored a double eagle. And I'll tell you what, JJ, I'm not going out tomorrow and scoring any double.
3:05Exactly. Exactly. There's some nice, some nice regression for you.
3:08I'm hoping that I don't get any regression in the best ball streets this year, even though it's probably inevitable.
3:14We are going to go over some of the lessons that I learned slash kind of reinforced, I'd say is a better
3:21word this season while drafting 150 milli drafts. Cause I am officially finished with those.
3:25And then this is on top of drafting a ton of others.
3:29I think that I'll close out around 350 to 400 drafts this year.
3:33Best ball. Some, some, you know, a lot of them fast.
3:36I did all fast drafts for the milli. Some of them slow, but you know, I just want to break it all
3:43down so that we can, we can talk through what happened this summer and what's to come.
3:48You know, last year I hit well in the final got 40th as, as you know, we've talked about.
3:54And then on top of that, I had a good advance rate at 48 of the one 50 advanced when, you know,
4:00you're hoping for 25, which is, which is what expectation would say.
4:04Cause two out of 12 are advancing. So one out of six are advancing.
4:08So one out of six would equate to the 25 out of 150.
4:12So we'll see what happens this year. I feel okay.
4:15I feel like I felt more confident last year because there were some players that I had been really heavy on that were rising in terms of CLV.
4:24And then, you know, I had last year, some of the big hits that I had within my best ball portfolio were
4:31like Kyle, man, guy had a lot of Rico doubt old, like an absurd amount of Rico doubt, which really helped those
4:37spiked weeks to kind of get me into the playoffs.
4:40And obviously once you're in the playoffs, you're just hoping that that one of those teams can really hit.
4:46Yeah. We've had a late surge of some, some weird shifting, uh, at the running back position, obviously with whatever is going to happen with Josh Jacobs.
4:54And now, uh, to obviously a lower extent, somebody like Jane blue getting cut and now Malik Davis stepping into what assumes
5:01to be the RB two role there in Dallas.
5:04But I feel like when you talk about things like the Mononga, I doubt all of last year, that was just you
5:10attacking an ambiguous backfield that, you know, had some success this year.
5:14I feel like a lot of that has just, it's just been kind of random.
5:19And I feel like there's a lot of things that are just teetering on the knife's edge right now that it's hard
5:25to predict which way it's going to go in, in either direction.
5:29So it does feel like there's a lot of variance.
5:32That's going to come rushing our way. Once the ball gets kicked next week.
5:36And this is completely anecdotal, but it did feel like the market was reacting in a much stronger way this year than
5:43it has in years past that I've experienced. You know, this is season three of the show.
5:48And I don't remember seeing some of like the very harsh reactions.
5:52Like I said, to some of these like backfields, especially like I'm looking at Jonathan Brooks versus Chuba Hubbard and Jonathan Brooks ended up.
5:59It was essentially based off of him being healthy and Chuba Hubbard having an injury where he's supposed to be back in week one.
6:06Right. And Brooks ended up going like he goes in round six consistently now and Chuba Hubbard, you get in round 11 consistently now.
6:14Straight up. I'm taking Jonathan Brooks. I've been on Jonathan Brooks all summer.
6:18Like he was part of the draft guide as a player to target right away.
6:22But in season long, that gap is so much smaller.
6:25It's not even remotely. It's like basically back to back for those guys.
6:29Whereas in best ball, you're seeing this very, very harsh reaction to it.
6:33Right. And I think that's part of why this season was a little bit more difficult for me is that it's hard
6:40to really balance how far you should lean into a storyline like that.
6:44You know, you could point to a Dejan Stribbling as an example of this.
6:48Like how far do you go with that? Mike Washington with his preseason and obviously that blip of time where we didn't
6:55know how long Ash and Gentry was going to be out.
6:58There are all these and there are all these like stories and it's been kind of hard for me and hopefully for
7:05everybody else, too, because I don't want to be on an island here to kind of like understand how.
7:10Much we should push these players if they're not part of our portfolio already.
7:15Like that's been a that was probably the most difficult part of this draft season for me.
7:20Yeah. And I think to the at the end of it, it's kind of like what we've been always talking about, sometimes
7:27reacting to your room and in this case, in a macro sense, reacting to the market because you're you're right.
7:33That is the way the market is treated. Brooks Chuba is a bit extreme, right?
7:37Yeah. And to be clear, to be clear, I think that Brooks could absolutely live up to that.
7:43I'm not even like faulting the market per se.
7:45I'm just saying that it's a much it's just a much stronger stance than I think the market has ever taken before and something like that.
7:53Correct. We all know Brooks is talent, right? And his profile coming in.
7:57So, yeah, there's no discounting the positive range of outcomes where he just absolutely smashes.
8:02Yeah. It's just to your point how yeah, how violent the market has reacted to to some of these things.
8:08And honestly, it makes the game more fun when it does things like this.
8:12It makes it it makes it. But like another really good example of this is Jacoby Lane.
8:17I if Jacoby Lane smashes this year, I'm probably a little bit screwed because I did not go heavy lane in round
8:2420 when he was going that late. Like some guys rise very gradually, right?
8:28Some players like Pat Bryant, for instance, was a very gradual riser.
8:32And he's still to a point, in my opinion, where he's very valuable and draftable and best ball.
8:37But, you know, despite the steam with Pat Bryant, he didn't rise to a point where it was just so unbelievably difficult to acquire him.
8:45Whereas when you're looking at someone like Jacoby Lane, it is difficult to to grab him, you know, in that that round
8:5213 type area because there's a lot of ambiguity there.
8:55And I still think Rashad Bateman is going to play the wide receiver to rule to start the season.
9:00And, you know, Jacoby Lane, who I thought was an OK prospect, not an elite.
9:05So I'm weighing all these factors in and I'm like round 13 like that, like he's in a in a run first offense more than likely.
9:13He's probably not going to be the wide receiver to right away.
9:17There's going to be some time. And I do think that he's one of those players that probably looks a little bit better in training camp.
9:24I'm not saying definitively that, like, this is not going to work out for Jacoby Lane.
9:29I'm saying that it became hard when you see a jump go from round 20 to round 13 seemingly overnight, whereas some
9:36of the gradual, you know, buildups is a lot easier to attack those players.
9:40And something you've you've brought up in the last couple of episodes with regards to the CLV, which is your first main point today is does it hurt?
9:49How much does it hurt? Right. To pain you in a multi month draft like the Millie to eat some of that rise in CLV.
9:56Right. You know, do we just swallow it and just be OK with it and just trust that the market is making
10:03proper macro decisions or do we just believe in what was set?
10:07A couple of weeks ago and not buy into this rush of CLV value.
10:11And yeah, it's it's challenging, man. Yeah. I mean, I think that that's been probably my biggest takeaway this year and just
10:18thinking about CLV on a deeper level than I did previously.
10:21And for the record, everyone CLV being closing line value.
10:24So we're talking about players where they're drafted today versus or where you drafted them versus where they're drafted today.
10:30Right. That's essentially what we're saying. So like, you know, Stefan Diggs, I was drafting him a lot in round 12 and
10:37round 13, and now he's a round seven, eight type player.
10:40And so obviously that's good closing line value because you got a four or five round discount on Stefan Diggs earlier this
10:47offseason than where he's going right now. So the teams that are drafting Diggs back then have an eighth round player that they got in the 12th round.
10:55That would imply that those teams are better on paper than than the other teams that are drafting now.
11:01The problem with that thinking in the way that I've there's two reasons.
11:05Number one, there are so many iterations with how things can go down in a single best ball lineup and single fantasy
11:12football season that to assume that the highest CLV teams are going to advance, I think is a little bit foolish given
11:18the variance that is involved in fantasy football. If the guy that you get is the guy that is going to be good, then that's it.
11:26That's all that matters. Right. Like if it doesn't matter, right?
11:30It doesn't matter where Kyle Pitts was drafted last year.
11:33He smashed when it mattered. Right. Exactly. If you reached for Kyle Pitts last year by two rounds and then you got
11:39him in that what week 15 game or week 16 game, whatever it was, and you had him there or Derrick Henry, right?
11:46Like you were able to advance like my lineup had Derrick Henry into the final and then he was the one that you needed to smash.
11:54So like there's that side of it that I think is very, very important to wrap your head around.
12:00But then look, I'm not saying that CLV is bad.
12:03CLV is good. I've never done full blown research on it because I don't have the data to do so.
12:09I would imagine that if you know Mike Leone out there who does work for ETR establish the run.
12:15I think he's done this some of this research and has shown that, you know, better CLV value like teams and ADP
12:22value does help you in the best ball game like you want to have those values.
12:27So I'm not dismissing it. Right. But the other piece of this with CLV is the fact that when you're getting that
12:33CLV, it's usually going to come earlier in the offseason.
12:36Right. Because we're talking about closing line value, meaning the end of the offseason, the end of we're ready for the season
12:43to start when you're drafting in May and June, you have incomplete information.
12:47And so, yes, I'm getting really good Stefan Diggs teams.
12:50But guess what? I was drafting some Ricky Pearsall, you know, and we don't have that.
12:55I mean, now we know that that Ricky Pearsall is not playing this year.
12:59So the team, if I had a Pearsall digs team back in May or June or something where I got digs in
13:06round 13 and Pearsall in round nine or 10, then all of a sudden the team that drafts digs in round eight
13:12actually is at an advantage to that other team more than likely.
13:16You know, I'm not doing I'm just doing the quick math in my head about how that would look, but I would
13:23imagine that the team with digs without that dead player on the team is at some sort of an advantage.
13:29So I'm trying to not overstate CLV. It's fun to look at, you know, I went did the live stream, my final milli draft.
13:36And at the end of it, I pulled up a roster that I could I could pull up right now if you
13:43guys are curious, but it's a roster of my best CLV team this year.
13:47And I look at it and I'm like, yeah, this team is sick.
13:51I love it. And I wish that all my teams looked like that.
13:55But realistically, the chance that this is the team that wins me, you know, $2 million, I think is pretty slim, right?
14:02Or does even the best of any of my team.
14:05So I'll just read you the team. I just pulled it up.
14:08Okay. It's Jaden Daniels and Jalen hurts. Actually, both of them had had unfavorable CLVs because I got Jaden Daniels at 67 overall at the six seven.
14:17So he goes later than that. But then yeah, for audio listeners, rich, the six seven motion that no one does anymore, but we're dads.
14:24So at running back, I got Chris McCaffrey, Amarian Hampton at pick 19, which is somewhat a little bit of a gain.
14:31Blake Corum at 102, which is a gain. Ja'Cory Krosky-Merritt at 126.
14:34Chris Rodriguez at 150. And then George Helani at 235.
14:38So this was a this is an early July draft.
14:41It's July 5th is when I drafted this. And then at wide receiver, Zay Flowers, Terry McLaurin, Devontae Adams, Makai Lemon also
14:47had actually pretty bad CLV on this team. But then I had Stefan Diggs.
14:51So again, Zay Flowers, Terry McLaurin, Devontae Adams, Makai Lemon, Stefan Diggs.
14:55Nailed the stack too. So I nailed the stack.
14:58This is before we knew, I think, yeah, had it have been before we knew Diggs being in Washington.
15:04So I had McLaurin and Diggs with Jaden Daniels.
15:06Dontavian Wicks is on this team. I was drafting a lot of Wicks whenever he was cheaper.
15:12Dazon Stripling is on this team at 187 overall.
15:14Taequann Thornton and then Kayshawn Booty at the 1906 is when I got Booty.
15:19And then at tight end, all three of the guys are at discounts.
15:22I got Dalton Kincaid at the 1007, Jawan Johnson at the 1407, and Terrence Ferguson at the 1706.
15:28So that team on paper right now staring at it, I love that team.
15:32Taequann Thornton is maybe somewhat iffy, but that's the only player on that team that looks like they're in a worse situation
15:39now than when I drafted the team, essentially. Stripling going 100 picks later for those.
15:43Yeah, yeah. Stripling in this case is going 100 picks later.
15:47And so I stare at that team and I'm like, yeah, this team is awesome on paper.
15:52I really like it. But who knows how that's going to go down?
15:56Like we don't know for sure that this is going to be a really good team.
16:01I could track it this year and see, and I would almost guarantee you that it doesn't even advance.
16:07You know, like the odds are not in its favor to advance.
16:10So I do think that I've taken a step back and thought about CLV a little bit differently because I think the
16:17best ball analyst and the best ball industry and market and the way people communicate about best ball, I think that it's way too CLV focused.
16:25It's way too much. You know, immediately when someone gets injured, people are sharing screenshots of their exposure, which is why I
16:31sent that tweet out earlier this week when the Josh Jacobs ruling came out and I said, wow, not a single best
16:38ball drafter is overweight on Josh Jacobs. Crazy, you know, because when that stuff goes down, no one is tweeting that they have 18% Josh Jacobs.
16:46They're like, oh, I got 35% Marshawn Lloyd and I haven't drafted Josh Jacobs once.
16:51It's like, okay, congratulations. You know, like we, like, I just don't think it's that big of a deal.
16:56I mean, that kind of thing obviously is, but I mean, that's where people's brains go.
17:01And they think about CLV in that way, obviously in a really, really harsh situation, like Ricky Pierce all going down, Josh
17:08Jacobs being on the commissioner exempt list, like that stuff matters, but that's the way that the, the best ball industry sort of like thinks about things.
17:16I think it's a little bit overstated. Yeah. I think to me, it comes down to, yes, we should be hunting what
17:23we perceive to be closing value down the line.
17:26You did so very well, especially with the two veteran receivers.
17:29This is something we're looking at with contingent upside running backs whose value could change throughout the summer via coaching or injury.
17:36But on the flip side, I think we do just need to not be so hesitant to continue to buy these players while they steam up.
17:44And of course, some may steam up to a spot that is not comfortable in taking them.
17:49That's fair. But I think where people might be getting themselves in trouble is just being completely stubborn and saying like the
17:55frequency with which I'm taking this player now that they've steamed up because I want to protect whatever CLV bags I have, I'm not going to take them.
18:04And I think that's where we start to get into a lot of trouble.
18:08Yeah. I had a hard time with that in a way with Jonathan Brooks because I had a lot of Jonathan Brooks early on.
18:15And the thing that I had to remind myself is that your combinations also are going to be going to look a lot different.
18:23You know, like one thing that I want to be better at next year is drafting.
18:28Like I get into certain players over a period of time.
18:31Like there was a two or three week window where I was so into Ashton Gentry this summer, like so into him.
18:38And that's, you know, I mean, I'll talk about him in a second, but I was so into Ashton Gentry.
18:44I was taking him around where, you know, like James Cook is and Jonathan Taylor is now.
18:49I wasn't really thinking twice and I regretted that, especially not, it has nothing to do with the injury.
18:55I think he's going to be fine too anyway.
18:57But like, I regretted that because when you then become that overweight on certain players, you're then tempted to not draft them later on in the off season.
19:06When you're not drafting them later on in the off season, you're getting, you're, you're just drafting the same type of roster
19:13over and over again at certain pockets of the C of the, of the summer.
19:17Right. Jonathan Brooks is very similar there where I got a lot of good CLV with Jonathan Brooks.
19:23And admittedly, I didn't draft him that much in round six, if at all, you know, where, where he was and ended up being steamed up.
19:31I think that's probably going to end up being a mistake in the end, you know, like to think about who I
19:37would be drafting him with and the, the, the abundance of, of new information and more accurate information I have now versus
19:44when I was drafted Jonathan Brooks back in May.
19:47This is where, and to bring a poker aspect into this, like if you have similar guys in a tier and honestly,
19:53like the time of day is like the reason why you make a decision as to one or two or three guys
20:00that are valued similarly, randomizing might be the way to go.
20:03Right. And just letting, letting variants take, take its course.
20:06Right. Like taking yourself completely away from the decision.
20:09This happens a lot in poker where you get into a spot and a solver will tell you certain frequencies you should
20:16raise certain frequencies you should call, et cetera. And in live poker.
20:19And when people were playing online, they will literally look at a clock, literally look at a clock and split it into
20:26thirds or something and say, if it's in this third, I'm going to make this decision.
20:31Yeah. Like this might sound crazy to some people listening or watching, but when you have players graded so similarly that the
20:38decision is quite literally like whatever pops into your brain, like sometimes just randomizing might be the way to go.
20:44Yeah. No, I think it is. Like I, it's something that I need to think about next year, uh, in more detail while I'm drafting.
20:51Cause I, I also think that like, there's a, in a lore of when you're drafting in May and June to sort
20:58of like stake a claim and try to obtain some of that CLV.
21:02The action gente thing is just silly though, because it's not like he was ever going to rise any more than, than
21:09where he was going, you know, but there's some players where that would be the case where you were able, you would
21:15be able to, you know, gain some of that value by drafting them a lot early on.
21:21It's just a lot easier to do that in the later rounds than it is in the, in the early rounds of drafts.
21:28Yeah. To me, this exercise feels like it's more relevant towards the end of the first round and through the second round
21:34where values are just so smushed together that whatever personal opinion you've developed in that time period, you're just going to decide
21:41to pick one player over another, but they're so tightly valued that what really is the difference between these players.
21:47And the other thing too, that I ran into is that doing 150 drafts, if I look at my distribution of like
21:54where I was getting picks, I got a ton of later round picks, like, you know, let's say one Oh seven onward
22:00in the early parts of, of the Millie, you know, in, in May and June.
22:05And then I started getting front half ones. And when I got the front half ones, my stances were changing.
22:11Like I liked Kenneth Walker when he signed for a, when, when he signed in Kansas city, did the free agent episode
22:18on it, you know, throughout some of the success rate stats, whatever, you know, I was very bullish on Kenneth Walker.
22:24And then there was a period of time in May where I'm like, man, people are even more bullish than I am.
22:31And then I did a little bit more research in like late June or into early July.
22:36And I'm like, Oh wow. I really like Kenneth Walker.
22:39But by the time that I liked him again, it was at a point where I wasn't getting those back half of the first round picks as much.
22:47And so, you know, I'm still overweight on Walker, but I wish I was even more, you know, I'm not like 11%.
22:54I wish I was like 13%. You know, it's just those small things really happened throughout the summer that I want to
23:01be more cognizant of, you know, as I'm, as I'm drafting next year, I want to also talk about a rational drafting.
23:08There was that one clip of me with the Tyler Shuck stack, you know, I, that, that new Orleans stack.
23:14And there was this guy who, or this person, you know, it could be a girl as well, who was drafting at
23:20the turn or at least on the other side of the board and reached a pretty decent bit to get Tyler Shuck,
23:27despite already having unstacked, I think Trevor Lawrence and Matthew Stafford.
23:30And like, I put on a little bit of a show for it, admittedly, you know, I'm, I'm doing a live stream content.
23:37Yeah. I got to be bored while you were making content, right?
23:41People, people like took it seriously. Like, Oh man, you're taking this way too seriously.
23:46This is what's wrong with. Yeah. You're just an old man yelling at people just having fun playing fan.
23:51I'm like, guys, this isn't that serious. It was just for fun.
23:55I like to do that. That's my personality. I do it all the time with my friends, just go over the top and have fun with it.
24:03Right. And so, uh, in the end, realistically, when I look at people being what I think is irrational during best ball
24:10drafts and taking, you know, naked Matthew Stafford, when there's only Terrence Ferguson basically, or one of the tight ends late to
24:17stack with him, you know, you didn't get who can a cool, you didn't get Devante Adams and you're drafting Matthew Stafford
24:23in the seventh round ahead of ADP without either of those wide receivers.
24:27That to me is a rational drafting in best ball.
24:30It's just not rational. With that being said, this is what Adam Levitan really focused on last year when I talked to him on the show.
24:38And I think is really important because there was like a Joe Burrow versus Jalen Hurts discussion that was often going on
24:45and like the round five, round six area. And Levitan made the point that you shouldn't be mad at those people because
24:51they're irrational, which means you're facing easier competition. And so realistically, you go from a U verse 11 to a U verse
24:5810 to a U verse nine, and you have better odds of advancing as long as you can recover from that person taking that player, you know?
25:06And I, I think that if you listen to the show, if you draft a lot of best ball teams, if you're
25:13consuming other best ball content, wherever, right, you're going to be better than the average player at reacting to things going down
25:20in drafts because immediately your brain can say, Oh yeah, I didn't get Tyler Shuck, but I can get Malik Willis and
25:26have a back stack with like Caleb Douglas or Chris Bell or something.
25:30And then all of a sudden I still have a decent stack that has a lot of upside.
25:36So that's something I've, I've really tried to focus on as well is just, you know, if, if people are irrational and
25:43they're stealing your stacks, first off, don't expect teams to not steal your stacks.
25:47If you're just like pushing it. That's the one thing that does annoy me is when people are like, Oh, I had,
25:53I took Jamar chase one Oh three and Joe burrow was snipe for me.
25:58One pick before I was picking in the sixth round.
26:01It's like, dude, you're getting them past ADP. You know, that's, that's different than someone taking burrow in round three after you
26:07got Jamar chase in round one, right? Overall, those drafters, if someone's taking Joe burrow in round three, that's more than likely
26:14going to end up being a dead team more than likely, of course, crazy things can happen, but let's embrace the fact that you're, you're facing easier competition.
26:23Mark Garcia said it last week too, when it comes to stacking and expectations, game theory, optimal state can only be met if everybody's playing optimal.
26:31And I promise you being in these draft rooms, ain't everybody playing up.
26:35They're definitely not. They're definitely not. I also want to talk about making assumptions about player situations, Josh Jacobs, you know, that,
26:41that was kind of up in the air, but then there's certain parts of the summer where you're like, Oh, I can draft them confidently.
26:49Or now obviously we can't draft them confidently. There was even that six hour window where I, I kind of wish I
26:55did fire off a take during the, the Mike Washington, Ashton, Gentie, you know, Gentie being, being sidelined and, you know, the
27:02prayer circle stuff and ended up being an ankle sprain.
27:05But I do think that from a game theory perspective, if your initial reaction was to say, I'm going to draft Mike
27:12Washington in round six or in round five or something like that, when we had no idea as to, to when Gentie
27:19or like, like what was going on with Gentie, I think that's just bad game theory in a contest where, you know,
27:25you're, you're looking for, for upside, you're looking for first, you know, you getting Mike Washington in round five versus, or let's
27:32just say round seven, you know, you getting him there.
27:35I think it's different once you get into like round nine, round 10, because there's a different opportunity cost and such.
27:41You getting Mike Washington in round seven in that case versus his ADP settling in round six, maybe round five.
27:47Let's just say, let's just be super optimistic about Washington and how the market viewed him.
27:52Let's say that if Gentie were out for the year, he'd settle in as a round five pick.
27:58Okay. Which I think is, is pretty bullish on, on Mike Washington and you got him in round seven.
28:04You can't tell me that that value gain is greater than the chance that Gentie is okay while drafting Gentie in the ninth round.
28:11You know, like very clearly the Gentie side is going to be the more, and I'm saying this all in hindsight.
28:17I understand, but I do think that that's part of the way that we should be thinking about this stuff.
28:23And I made the mistake with this with Malik neighbors.
28:26I a hundred percent made the mistake with this where I said to myself, I think he's going to end up on
28:33pup because beat writers are saying this and things are trending this way.
28:37And this is just the way that things go when you get that second operation, et cetera.
28:42And so I was very underweight through like 80 drafts with Malik neighbors.
28:46And he was going at the, in the end of round four often, and I'm passing on him for Luther burden or whomever.
28:53Right. And that was a mistake because now he's a round two guy.
28:57I'd rather have Malik neighbors than Luther burden. And so I'm not saying this, like, you know, sitting all high and mighty,
29:04like I know exactly how to react and how to do this, but I do think I want to take a little
29:10bit more time to be thoughtful and how I'm making those decisions.
29:14This is one of the reasons why you do the prospect guide, because at the end of the day, talent matters.
29:20How many times, and we'll see this in redraft, a running back's going to get hurt and everyone's going to be saying wheels up for the backup.
29:29He's in there. He's just going to assume the workload at the same quality as the starter.
29:34And we've just seen this time and time and time again.
29:37When that incident happened, Ashton Jenty's range of outcomes widened to increase, to include some really bad outcomes.
29:43Right. But not knowing that he was for sure out, his high range outcomes were still in there somewhere.
29:48Right. Mike Washington's range of outcomes kind of shifted down the paradigm a little bit, but it's not like they suddenly widened
29:55to the point that Mike Washington had these ceiling outcomes that could in any way justify the types of prices we're talking about.
30:02Like I clicked his name and in a couple of slows in like the late ninth into the 10th round during that
30:09time, that was the only, that was the only exposure I was able during that six hour period that I was able to do.
30:16I couldn't fire up a draft. I was with the kids and that was the only exposure I could get was a
30:23couple of ninth round into 10th round picks because I figured even if this Jenty thing isn't that big of a deal.
30:29And, you know, I didn't think he was going to play week one, like no matter what, just based on it.
30:36But, you know, now we're, it's like 50, 50, it sounds like, but regardless, Washington would probably settle in as like a
30:4311th to 13th round pick, even if Ashton Jenty were like moderately okay.
30:46And then obviously there's the upside of, okay, if Jenty's out of, out for the season.
30:51And then on top of that, I just needed more Mike Washington.
30:55I had not been heavy enough on Mike Washington for a lot of reasons.
30:59And so it's just very important to think through what those range of outcomes actually are before just kind of having this
31:06like snap judgment of where we should be drafting these players.
31:09The NFL never stops and neither does its newest podcast.
31:12The NFL Report hosted by me, Andrew Siciliano. It is your home for everything football.
31:17Williams, drifting, sprinting for space, in all kinds of trouble, putting it up for next.
31:21He is up! We're tapping the biggest news stories, giving you expert analysis, fantasy previews, game picks, and more.
31:27We fly around every single place. We dominate every single place.
31:31Want to hear from the league's top stars ahead of the biggest matchups?
31:35We've got you covered. They're a really good football team.
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31:45Get new episodes of the NFL Report Monday through Friday, all season long.
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31:55Hey everyone, I'm Mike Yam. And I'm Trevor Sikama.
31:58And together, we host the NFL Fantasy Football Show.
32:00Fantasy season is upon us. Are you ready to dominate your league?
32:04Because if you aren't locked in with us on the NFL Fantasy Football Show, you're already playing from behind.
32:10Every episode, we're going to dive into the biggest fantasy headlines.
32:13Injury updates that you'll need before kickoff. The best starts and sits across every position.
32:18And matchups you can exploit to destroy your league mates.
32:21We're talking sleepers, breakout stars, and the guys you cannot afford to bench.
32:25From rookies on the rise to longtime stars still at it, we cover it all.
32:29Whether you're a first-time player or a grizzled vet chasing another championship, we give you the advantage and the confidence you need to make every move count.
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32:41Does fantasy dominance sound appealing to you? Listen to the NFL Fantasy Football Show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
32:49Last thing I want to say is that I do think that we all need to just accept the fact that, and
32:56this is not really a learning for me this year, but I leaned into it more this year, so I benefited from it more this year.
33:04The market will always move after a transaction actually occurs.
33:07It started with A.J. Brown this summer. You mean A.J.
33:10Brown's going to the Patriots? Yeah, yeah. A.J. Brown was a mid-third-round pick to start the offseason, and then he went to
33:16the Patriots, and you get him in the mid-second round.
33:19That's a huge, huge jump in overall value. And then you had Keenan Allen, who I was getting in the 20th round, who ended up signing.
33:27Now, I will say, I think Keenan Allen, Stefan Diggs, Debo Samuel probably couldn't have found a better spot for those three guys just in general.
33:35So I do think that that has to come into consideration.
33:39But even if Keenan Allen went to an iffier spot, he'd be a 15th round pick or a 16th round pick.
33:45He'd still gain some CLV. Stefan Diggs, he'd still gain some CLV even if he didn't go to Washington, which I think
33:52is one of the better spots that he could have gone to.
33:55And Debo Samuel, obviously he hit the best spot for him, but he's going to rise in ADP.
34:01So these are good situations, but when these players actually sign somewhere, they do go up in price.
34:06And the same thing happened last year. I had a lot of discussions on the live streams when Jordan Addison was iffy about the suspension.
34:14We didn't know how long he was going to be out for, like when it was going to drop or whatever.
34:20And I waited to draft Addison last year until after the suspension actually dropped and hit.
34:25And his ADP fell. It dropped because the market just reacts to actual news.
34:29So I think we saw it a little bit with the market was kind of factoring in the Josh Jacobs stuff because
34:36that was kind of lingering a little bit. But most of the time when these players are free agents and we know
34:43they're going to move somewhere, we should act on it before they actually move somewhere.
34:47Believe it or not, people, there are folks out there who don't eat, sleep, and breathe all of this.
34:53And don't form an opinion until the Schefter notification hits their phone that something happened.
34:58Yes. Yes, exactly. Exactly. All right. Let's get into the...
35:01This is what people were in the chat today during the live stream were asking about exposures.
35:06So I'll just walk through them. I got the top guys at each position, some players that I'm nervous could really burn
35:12me this year, and then some best CLV type stuff.
35:15So I'll start with quarterback. And Rich, I'm excited to just hear your reaction to these because we talked about players, obviously,
35:22throughout the summer, but seeing the actual exposure next to their name might invoke some sort of response from you.
35:28So I'm curious to hear what you think. So at quarterback, this is only the Millie.
35:33Okay? This is only the Millie. But my top roster quarterback is Baker Mayfield at 16%.
35:38Did we say Baker Mayfield's name once on this?
35:41Can we... Somebody, Claude, get on this. Go through every minute of the podcast this summer.
35:46This is just a really good example of why...
35:48Of how best ball works is that you're not really drafting the quarterback.
35:52You're drafting the stack, right? And I'll get to this in a second as to why Baker is the top quarterback.
35:59But Baker at 16%. Jalen Hurts at 15%. Jackson Dart at 15%.
36:02And that scares the living crap out of me.
36:05Admittedly. I'm very scared. But I'm shooting for upside a little bit here.
36:09I have three quarterback builds probably in like 95% of my rosters.
36:13And so my thought process with Jackson Dart was there were a few things happening.
36:17Number one, I think the upside is there for him to hit.
36:21I think the downside is there, but the upside is there also.
36:24We saw it last year. He has really good rushing numbers.
36:28If they continue to allow him to run the way that he did last year, he can certainly live up to ADP if not more.
36:35Like he can have a top three ceiling, top four ceiling in fantasy football.
36:40But the other reason why I was drafting a lot of Jackson Dart is because there's a three quarterback build.
36:46And oftentimes when you were in that like round 10 range where there weren't a lot of players that you were super,
36:52super excited about, I would just click Jackson Dart as a backstack quarterback because you could get, you know, Malachi Fields if you wanted to.
37:00Isaiah Likely. Like there were non Malik neighbors players that you could stack with Jackson Dart.
37:05So that's why I have Jackson Dart at 15% right now.
37:08I wish it was more like 12% probably to be a little bit more cautious about the downside risk.
37:14But I think he's going to play throughout the season.
37:17Like I don't think there's like much risk of, I mean, there's injury risk, but there's not risk of like him being benched or something like that.
37:25So I say that we'll clip this if it happens like week 11 or something like that, just to show how big of a moron I am.
37:33My number four, I was kind of shocked by it's Drake May.
37:37May I'm not even like high on like super, super high because I think there's going to be a little bit of regression.
37:44But I think this is a combination of I have a decent amount of AJ Brown.
37:49I was drafting Drake May with AJ Brown even before that trade went down.
37:53And then also it's just that pocket of quarterbacks and I'll get the falling quarterback.
37:58And oftentimes just ended up being Drake May and that like round six to seven range.
38:03And then unsurprisingly, my number five is Malik Willis at 14%.
38:06So those are the only guys above 14% in their 14 to 16%.
38:10No major quarterback is under 4%. That's just the way it works in best balls that you're drafting these players based on
38:17your wide receivers, not based on them themselves necessarily.
38:19So the Jackson Dart thing, he's down two rounds.
38:22I know. I didn't get a good CLV on Jackson Dart and I'll think in the end.
38:27But that's it's so odd to me because I think that's just people with a poor taste in their mouth about coaching him getting sacked once and Harbaugh.
38:36Yeah, I think it's coaching staff. But I think when you're talking about somebody like Dart who is likely going to generate
38:42points with his athleticism and mobility, I think we're counting on that when we take him.
38:47Those types of players are kind of agnostic to an extent of coaching.
38:51And sometimes even things like offensive line or situation because being athletic, you can still scramble and run and score points.
38:58So I don't know in this territory of Jordan Love and Kyler Murray, like I think it's still a fine enough click.
39:04I do love love. I think the Packers passing attack is going to be really fun this year.
39:10And then, you know, like Brock Purdy, I thought was really undervalued throughout the summer.
39:14The thing is that like you have to have like it's easier to get a player like Jackson Dart when there's only
39:21one partner that are that people are really going to stack him with in the early rounds.
39:26Whereas with Brock Purdy, you add, you know, people like forcing it with Kittle a little bit.
39:31And then Mike Evans, obviously earlier, Christian McCaffrey, even you could stack with.
39:35And then obviously towards the end, it became Dazon Stribbling or Dajon.
39:39I keep saying Dajon. It's definitely Dajon Stribbling. You have Dajon Stribbling that's going there too.
39:44And so like I'm higher. I think I'm at like 12, 13 percent Purdy.
39:48But yeah, I mean, like that's that's why Jackson Dart is where he is.
39:52And Malik Willis to an extent too. Willis is a very easy click as a QB3 or QB2, knowing that you're going
39:59to get, you know, a Daniel Jones or something as your QB3 or Aaron Rodgers or whomever, because you know that you
40:06don't really need to even stack him. I mean, he could get it done just with his legs alone.
40:12So that's where the quarterback stuff is. I guess I'm going to go straight to wide receiver really quick because it'll make
40:18sense as to why the quarterbacks look the way they do.
40:22So at wide receiver, Keenan Allen is my number one wide receiver, actually number one player in the Millie at 20.
40:28He's the only one over 20 percent. He's at 21 percent.
40:31Did you guys go out and celebrate on Saturday night?
40:34Oh, my gosh. My gosh. Yes. By the way, if anyone's like thinking about drinking and driving, don't.
40:40Please don't. It's especially if you're an athlete. That goes without saying.
40:43Yeah. I mean, well, not even especially. Just don't do it, please.
40:47Don't do it. But Keenan Allen, 21 percent. Trey Harris is my second wide receiver at 19 percent, which is a play
40:54on the Chargers offense and just getting a cheap piece in that offense.
40:58Luther Burden at 18 percent. That's not going to surprise anybody.
41:01And here's why the Baker exposure is as high as it is, because I have Chris Godwin at 17 percent.
41:07Good CLV on Chris Godwin, too. I'll get to that in a little bit.
41:11And then I also have at 15 percent. Zay Flowers, Pat Bryant, Stefan Diggs.
41:16And then at 14 percent, I have Rashid Shahid, Dontavian Wicks and Parker Washington.
41:20So those are my highest exposed wide receivers. There's actually some pretty good CLV with those guys, especially, you know, I'll get to that in a little bit.
41:28So that's wide receiver. Any any any surprises for you on the wide receiver list, Rich?
41:33No, based on our discussions, everything looks to be on par.
41:37I'm interested in one player in Parker Washington. Anecdotally, I know you don't have the data in front of you and might be a challenge to answer.
41:45But anecdotally, do you think you were drafting most of Washington before his meteoric rise or do you think it was throughout the summer more evenly?
41:53Well, I can tell you when I get to the best CLV portion, Parker Washington is on that list.
41:59He's number five on that list that I have listed.
42:02So I'm at 14 percent exposure. My average pick for Parker Washington was 60th overall.
42:06And right now he's 49th overall. So I was getting him at the at the five, six turn pretty consistently.
42:12I mean, that's nice. Yeah. So like a lot of sixth round Parker Washington, you know, late fifth if it's a wide receiver heavy draft.
42:20And then now he goes to the four or five turns.
42:23So I was getting him before the rise really happened.
42:26But I still have drafted him a couple of times even in the in the early 50s, you know, just because I think he's he's a good pick.
42:35But the Parker Washington thing has has the two I've done to quote unquote hometown drafts, redrafts and Parker Washington is getting drafted.
42:42People like don't think you're going to walk into your drafts and have Parker Washington.
42:46It's wild. You it's wild because there's like everyone has a different Parker Washington experience.
42:51And I look at ADP and like it's still very reasonable where he goes, you know, like where he's listed on these platforms.
42:58So I have to continue to force the issue like draft Parker Washington based on these numbers.
43:03I think it's a little, you know, this is why next year with the draft guy, we're doing things a lot differently.
43:10It's going to be a lot more consumable from the standpoint of like players to target and stuff like that.
43:16But it makes it really hard to even put up a list of players to target because ADP is just so different
43:22with every draft and with every platform. All right.
43:25Running back. Number one. Jonah Coleman at 17%. I got a lot of Jonah.
43:29Most of the Jonah Coleman is from earlier this offseason.
43:32So I, again, I wish I was drafting him a little bit more later, but I kept getting to that point in
43:39the draft and being like, I don't want to, you know, I wanted to get exposure to these other guys.
43:45And I already have enough Jonah Coleman ended up at 17%.
43:49Second one is Tajay Spears at 15%. The reason for that is I think there's going to be more of a split
43:55in the Tennessee backfield and he's a pass catcher.
43:58I think they'll deploy him as a pass catcher and they're going to probably be a bad team.
44:03Number three, no surprise, Ramondre Stevenson at 14%. Number four, bad CLV, but Ashton Gentry at 13%.
44:09That's kind of scary. That's why I was, I was borderline puking whenever Ashton Gentry was hurt a couple of weeks ago.
44:15Jalen Warren at 13% also. Chase Brown at 13% and Kenny Gainwell at 13% because I think that he's going to play
44:22some role, be a pass catcher, full PPR platform.
44:25You know, it's a solid, solid enough pick. I don't have like high hopes for Gainwell, but I do think you can catch a lot of passes.
44:33And then the last one is James Cook at 12%.
44:36So I made a stance that I'm drafting more.
44:39I think I ended up with 6% Jonathan Taylor.
44:41So I have more James Cook than Jonathan Taylor.
44:44I just picked him over Taylor for the most part in, you know, that, that 109 range or wherever.
44:50So I have 12% James Cook. I'm hoping for that boost in receiving production.
44:54Gainwell continuing with the, the Bucks correlation. So again, we've talked about this all summer.
44:59Like sometimes the people that we select is just because of the way the roster is constructed and, and thus the, the
45:05other players are going to be rising as well.
45:08Exactly. And then at tight end, I feel pretty good about the tight end room.
45:13Actually, uh, Terrence Ferguson at 19% Kenyon Sadiq at 17% Evan Ingram, who they cut Justin Jolie this past week, which I
45:19think is actually a pretty big deal for Evan Ingram to be their primary pass catcher.
45:24Brand new, like not brand new offense, but they have a new coordinator and such Kate Otten at 13%.
45:30It looks like I need the Bucks offense to be good this year.
45:34And then the last one who I think has been one of the best values in best ball is Michael Mayer, where,
45:41you know, you're going to get a lot of 12 personnel in Vegas.
45:45They don't have good pass catchers. Uh, and obviously there's contingent upside as well for mayor with Brock Bowers going down.
45:51Mayor could just have some spiked weeks himself, I think.
45:54So I have 13% Michael Mayer. We'll say for the last time I get to have this platform, Kenyon Sadiq doing tight end drills yesterday.
46:02The plan all along was to get him ready for week one.
46:05I think it's going to be wheels up for him.
46:08I'm hoping Jets offense. I'm hoping. The NFL never stops and neither does its newest podcast.
46:13The NFL report hosted by me, Andrew Siciliano. It is your home for everything football.
46:18Williams drifting. Sprinted for space. In all kinds of trouble.
46:21Put it up against the end of time. We're tapping the biggest news stories, giving you expert analysis, fantasy previews, game picks, and more.
46:28We fly around every single play. We dominate every single play.
46:31Want to hear from the league's top stars ahead of the biggest matchups?
46:35We've got you covered. They're a really good football team.
46:38We got to have all hands on deck. Join me and an all-star cast of analysts for everything you need to know from around the league.
46:46Get new episodes of the NFL Report Monday through Friday all season long.
46:50Listen to the NFL Report podcast on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
46:56Hey, everyone. I'm Mike Yam. And I'm Trevor Sikama.
46:59And together, we host the NFL Fantasy Football Show.
47:01Fantasy season is upon us. Are you ready to dominate your league?
47:05Because if you aren't locked in with us on the NFL Fantasy Football Show, you're already playing from behind.
47:11Every episode, we're going to dive into the biggest fantasy headlines.
47:14Injury updates that you'll need before kickoff. The best starts and sits across every position.
47:19And matchups you can exploit to destroy your league mates.
47:22We're talking sleepers, breakout stars, and the guys you cannot afford to bench.
47:26From rookies on the rise to longtime stars still at it, we cover it all.
47:30Whether you're a first-time player or a grizzled vet chasing another championship, we give you the advantage and the confidence you need to make every move count.
47:38Weekly analysis, hot takes, and unique insider knowledge all in one place.
47:42Does fantasy dominance sound appealing to you? Listen to the NFL Fantasy Football Show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
47:50Let's go through some players who might burn me.
47:53Running back, I have 2% Tony Pollard, which is not a surprise to anyone who's listened to my content this summer.
47:593% J.K. Dobbins, which I think Dobbins is actually a better and best ball type player, but I kind of want to
48:06just take a stand and say, you know, I think that R.J.
48:09Harvey and Jonah Coleman are better at clicks, technically.
48:12Travion Henderson, not really a big surprise if I'm at 14% Ramondre Stevenson.
48:16I have 4.7% Travion Henderson. And I was scared with the Henderson stuff, but then I was able to click his name
48:23a couple more times because his ADP started falling.
48:25Devon Achan at 5%, that's very scary. Very scary.
48:28Unbelievably scary. But the 5% blanket feels okay, though.
48:31You know? Like, it wasn't a full fade at all for Achan.
48:35And I got him when he was falling to the later parts of the second round instead of having to take him,
48:41you know, in the early parts of the second round.
48:44So, like, a 5% blanket on a player that I do have, you know, that I am lower on than, like, the season-long ADP market feels okay.
48:53And then Bucky Irving, I'm only at 5% as well.
48:56Not surprising with the Kenneth Gainwell stuff. I think Gainwell is a better value than Bucky.
49:00But I have bought more and more into Bucky Irving over the last month or so.
49:05You know, I put him in that same tier now with, like, Bashal Tootin, David Montgomery.
49:10Like, I think he belongs in that tier. He's at the bottom, more towards the bottom of that tier.
49:16But I do have Bucky Irving at 5%. He could screw me, too.
49:20It's kind of funny because that's a Buccaneer. And I have clearly a lot of guys.
49:25I think I'm overweight in Nabucca, too. So, I have Baker, Godwin, Otten.
49:29You know, I have McMillan. I know I have some, you know, I've drafted him.
49:33Ted Hurst even has dart throws. But Bucky's the one that I've been underweight on, which is definitely a little bit scary.
49:40We need tail outcomes to have success in this thing.
49:43And I like the fact that there's correlation with who you're overweight on and who you're underweight on, right?
49:49You didn't split the difference. Like, if you have a stance on somebody, have a stance on somebody.
49:54It's like Hubbard and Dowdle. It's like Hubbard and Dowdle last year, remember?
49:58Correct. In this very show. I was at like 13%, 14% Dowdle and like 1% Chuba Hubbard, 2% Chuba Hubbard.
50:04And yeah, I mean, like that was a stand that I took.
50:08Even it's not even like a conscious stand that you're making oftentimes, right?
50:12It's just this is the way that the drafts are falling.
50:15And I've liked Gainwell's value because I think he's going to be involved.
50:19He's a pass catcher. He's going to give you a nice floor, especially for like a hero RB build.
50:25If you're in like Gibbs, Bijon range and you're at that like 8-9 turn and Gainwell's there, I loved getting Gainwell there.
50:32And then like the Bucky stuff, there's just a lot of good wide receivers in that range.
50:37Like so many good wide receivers. So it was hard for me to draft him a lot.
50:42But I did get Bucky at times at like the late 5th into the 6th round.
50:47There's only two wide receivers I'm really concerned about because my wide receiver exposure is a little bit flatter.
50:53And because I liked that range so much in that round 4-5 area, I'm only at 3% DJ Moore, which is scary.
50:59Very scary. And I'm only at 5% Justin Jefferson.
51:02So I decided to get a little bit more CD lamb.
51:05And I don't know. I mean, obviously Justin Jefferson can go off.
51:09I have him on some season long teams where he's fallen a bit.
51:13I'm still a little bit concerned about Kyler's fit in this offense and what that might look like.
51:18It's not me sitting here saying don't draft Justin Jefferson.
51:21It's not even me saying don't draft DJ Moore that much.
51:25I have him as an avoid in the draft guy, but it's a confidence level of 1, which is basically like I have guys in his tier.
51:33He's in the same tier as these guys. I just have him towards the bottom of that tier is what that really means.
51:40So the DJ Moore thing was difficult for me because he would always get boosted up in ADP with Josh Allen because of Josh Allen.
51:48And I've noticed that in season long drafts, I've actually drafted DJ Moore a few times because you're not getting that same
51:54stacking force, if you will, in a regular season long draft as you are in best ball.
51:59Yeah. Yeah. Yeah. The CD lamb and Jetta sit right there in that massive running back run.
52:05So when you take one of those two players there, you are deciding to go against the grain with the running back run.
52:12I think that click is a lot easier for CD because of the offensive environment and the quarterback.
52:17Right. And you're taking a leap if you take Jettis.
52:20I mean, we love the player. We absolutely do.
52:23And we're confident that Kevin O'Connell has done some good stuff, but I think it is much more of a risk than CD.
52:30So I understand the Jettis thing, but he is he's just such a tremendous player that.
52:35Yeah. Yeah. He's he's probably the most right to be on this list of who you're scared.
52:40Yes. I'm scared out of my mind about having 5% Justin Jefferson.
52:44The other thing, too, is that that back half of the first over the last couple of weeks has become easier to click.
52:51Like even on today's stream, I took CD lamb.
52:53It's been easier because they're like Brees Hall falls to the fourth consistently now.
52:57Or I got Javante on that team at the end of the third just to get some.
53:03I needed a little bit more exposure to Javante and I had CD lamb.
53:07So like it became a little bit easier in a best ball environment to do that.
53:12It's way harder in a regular season long environment to not go RBRB when you're in the back half of the first round.
53:19It's way, way harder because once you get into round three, you're not going to have a choice at running back.
53:25And there's going to going to be very good wide receivers to choose from there.
53:30So keep that in mind. Tight end 3% Trey McBride.
53:33That's scary. I love this, though. I love this.
53:35I went into the summer leaning towards I think the market is wrong.
53:39And I think that Bowers, I think there should be a discernible difference between Bowers and McBride.
53:45Yes. And just the more the summer continued and the more negative things came out of Arizona.
53:50I mean, I've seen Nate Hackett firsthand. I just started getting more and more worried about Trey McBride.
53:55And I this is a stand that I like, especially because we talked about the tight end meta and the ability to
54:02get a bunch of guys late and just have a deep tight end room with a bunch of upside with a bunch of athletic guys.
54:10I think if you're going to bite the bullet, Bowers is the elite guy.
54:14And I think I think leaning into fading Trey McBride is absolutely the right way.
54:18Yeah. And I had I think I have 11% Bowers, which feels good because tight end to me, like tight end is
54:25like the guy needs to go absolutely nuclear to be worthwhile and in a best ball environment.
54:30And so I wanted to be overweight on Bowers because I think there's a chance that he does do that this year.
54:37But there the opportunity cost is not insignificant in that range of drafts that I didn't want to be up to like the 15, 16% range.
54:45If you are more power to you, I get it because I understand the upside with Bowers.
54:50But I just wanted to play more of like the this is what fantasy football is kind of game where you're only
54:57starting one tight end, you know, et cetera, et cetera.
55:00So I'm overweight on Bowers, but I'm not massively overweight on Bowers.
55:03I'm at like 11%, which is kind of a decent bit overweight for me in the way that I handle my portfolio.
55:10But still, and then Colson Loveland, I'm at like 9%.
55:13So I'm a little bit overweight with with Loveland.
55:16Tyler Warren, I think I'm at like eight or 9% as well.
55:19It was just McBride. I just I couldn't make the click.
55:23All the things I've talked about with him were, you know, he he had 120 more routes than any other tight end last year.
55:30I talked about this in the bold predictions episode, but his his fantasy points per route run last year is 0.46 with Marvin Harrison Jr.
55:38On the field, it was 0.41. So it did drop a little bit.
55:42So you're taking away like there's going to be regression in terms of raw routes run.
55:46And then there's also going to be regression in terms of just the the sheer.
55:51I mean, he had more end zone targets than all but one tight end last year since 2016.
55:57Like he's he's not going to score as many touchdowns, which means his PPR points per game per route run is going to lower.
56:04And if you're going to run fewer routes, it all compounds to potentially being like four fewer PPR points per game year over year.
56:11And that scares me with Trey McBride. It's so funny talking about Trey McBride in that respect, too, because he was always
56:18the guy who was crushing it efficiently and not getting in the end zone and then just has this insane spike touchdowns.
56:24Yeah. And then the other guy's Harold Fannin at three percent.
56:28And, you know, I love his mom, but and I love him.
56:31I love him, too. I love Harold Fannin, but I do worry about obviously offensive situation, new coordinator.
56:37I think they're going to be tight end friendly.
56:40But regardless, there's more competition on that team. Like Fannin was crushing towards the end of last year because he was seeing
56:46a 30 percent, 31 percent target share in that offense.
56:49I just don't think that's going to happen again.
56:52And admittedly, I was drafting, you know, like waiting around, waiting around and a half throughout the summer.
56:58I know that their ADPs have converged a little bit more and just getting Dalton Kincaid instead of Harold Fannin.
57:04Like I think Kincaid has a very similar upside case, if not a better upside case.
57:09And so I just went that direction. If I'm if I was going to draft a tight end in that range, it was Kincaid or even Kittle.
57:17Like I was going after Kittle at a lower cost than Fannin.
57:20But Fannin's ADP has fallen a little bit over the last couple of weeks, I think more anecdotally.
57:26So we didn't see Josh Allen on the players who could burn me list.
57:30So I'm assuming catching up on Josh Allen, the domino of that was also picking picking some more Dalton Kincaid as well.
57:37Yeah, I had a lot of Kincaid. I had a lot of Kincaid in general because I just like his case.
57:43Like I have 10 percent Kincaid this year. Josh Allen, I ended up getting 5.3 percent, which nice.
57:49I think feels feels pretty good for an early round quarterback and how that looks.
57:53You know, again, I wish I had more DJ more, but I had a really hard time when I drafted Josh Allen
58:00clicking DJ because I would I would only get Josh Allen when he fell to the late third round.
58:06And then I had a really hard time drafting DJ more at the beginning of that wide receiver tier when there are
58:12so many good wide receivers that I just I just straight up like more like Jalen Waddle or even like a Ted Arro McMillan or whomever.
58:20And so that was the reason why it was just harder for me to get to more with those stacks.
58:26You know, do I wish it was more even like 5 percent?
58:30Yeah, sure. Instead of like a 3 percent more.
58:33But, you know, I'm underweight on both, but I am overweight on Dalton Kincaid overall.
58:37All right. Let's talk about your biggest CLV winners.
58:40So I have eight guys that I want to talk through from a CLV perspective.
58:45Again, closing line value. These are the players that when I drafted them, they were being drafted way later than where they're being drafted right now.
58:53And I'll tell you, this is not a like an aggregate of like overall value gained by these guys in terms of
58:59like me weighing my exposure with them. It's just when I drafted them versus where they're drafted now.
59:05And I'll tell you my exposure to each of these guys.
59:08They're all pretty high exposure, except for Dejan Stribbling.
59:11I got on average at 156 overall. He's 84 currently and I have met 7 percent.
59:16That's a regret of mine. I wish I was not as stupid as I was back in May and June.
59:22And I was gobbling him up a little bit more in that like final round.
59:26Obviously, I have my my the team that I read off earlier has Dejan Stribbling.
59:31So it's not like I wasn't drafting him, but I do wish I was obviously overweight on Dejan Stribbling right now.
59:37And I'm not. I'm a little bit below market.
59:40It scares me. Don't love that. Could have easily put him on the wide receiver list, but I did get really good CLV with him.
59:48So I do think that evens out a little bit here where the 7 percent Stribbling at 156 overall is probably better
59:54than an 8.3 percent Stribbling at an 84 overall.
59:57Yeah. What's better? The 7 percent combos you have or whatever, 10 to 12 percent, 15 percent combos that other people have.
60:04Right. Marshawn Lloyd. I have 10 percent Lloyd and that is at an average pick of 191.
60:09He's at 110 now and he's rising at the moment.
60:12So I was going to say that's going to we're going to be sub 100 tomorrow.
60:17Yes, that's so that's good. That's good. CLV at 10 percent.
60:20Stefan Diggs. I'm at 15 percent. Like I said earlier, I had an average pick for Diggs at 129.
60:26He goes 85th overall. Keenan Allen. His average pick right now is 153.
60:30I got him on average at 219 and I have 21 percent of if Keenan Allen is like a wide receiver three in fantasy.
60:37It's going to be a beautiful thing. I don't think it's going to happen, but it'll be beautiful.
60:43Parker Washington. I talked about this earlier. Average pick 60th.
60:46He's now at 49 as an ADP and I have 14 percent Parker Washington.
60:50Jalen Waddell, guy that I've been very into this summer.
60:5334 is his ADP. I got him on average at 44 and I have 12 percent Jalen Waddell.
60:58Ramondre Stevenson. I average a 77 overall pick for Ramondre when he goes 64th overall.
61:03Now I have 14 percent Ramondre. And then Chris Godwin, 82 overall on average.
61:07He's at 69 now. And I have 17 percent Chris Godwin.
61:11So I tell people to rate my drafts rich at the end of every draft on the live stream out of 10.
61:17When you look at this portfolio, not knowing anything else, just knowing that I'm hopefully structurally drafting well.
61:23Right. That I'm not that I'm that I'm allocating resources properly per position.
61:27What would you rate this out of 10? This this portfolio?
61:30Feels like a solid like 8.3. I'll take it.
61:33There's there's probably some people out there that went nuts with like stripling, for example.
61:37And we're all about them that that might have some some minor advantages.
61:41But overall, like I'm not seeing I feel like there were some landmines, some real landmines in previous years in the overweight
61:48section where early on in the process there were.
61:51And maybe this is playing into the current meta where there were some running back specifically that we're just taking chances on
61:57in early summer, hoping things break our way. And I think that there might have been more of a concentration on early
62:04to mid round running backs such that like I'm not seeing Jaden Blue as one of your most.
62:09No. Owned running backs, which is which is a realistic outcome for you.
62:13My Jaden Blue exposure is under four percent in the Millie, which is great because he's he's drafted in pretty much every draft and not not anymore, obviously.
62:22But I'm still seeing him get drafted because of of where his ADP is sitting.
62:26But yeah, like I feel good about some of that stuff, you know, like the the guys who didn't make teams or
62:33like, you know, but there are some players where I do wish I had more like I and I loved Emmett Johnson coming out.
62:40Like I wish I had more. I'm only at like four or five percent Emmett Johnson because there was so much up
62:47in the air and I don't want to lock into a rookie take because it's very easy to inflate rookie production, you know, for these guys.
62:55But like I wish I was at like six, seven percent Emmett Johnson because I think he's going to be the RB
63:02to should have leaned into my analysis a little bit more because I really liked him as a prospect, you know.
63:08But then, you know, there's like guys like, you know, Kalon Black.
63:12I'm at four percent Kalon Black. I don't know.
63:15A lot of the a lot of the handcuffs, my approach has been to get them for sure.
63:20But I don't want to be massively overweight on a certain handcuff when there is something that needs to go down in
63:27order for those guys to probably be useful in some way.
63:30And, you know, a guy like Johnson, I didn't even know for a lot of the summer, like if he was for sure going to be that handcuff.
63:39Obviously, I wish that I leaned into the evaluation part a little bit more.
63:43But yeah, what I did notice is that a lot of the handcuffs, for instance, like a like a tank Bigsby.
63:49I'm at six percent tank Bigsby. OK, he was a guy that everyone was drafting.
63:54Like people have like 15 percent tank Bigsby. And I, you know, do I wish I wish I had 15 percent tank Bigsby if Saquon Barkley goes down?
64:02Yes. You know, like if that happens. But there are so many situations across the league that I don't think I'm overweight on any handcuff.
64:10But I have exposure to all of these handcuffs.
64:13Right. I'm trying to approach it in a way where if this one thing happens, I'm going to see something from it.
64:19But I'm not putting all my eggs in one injury basket because that just feels like just just embracing volatility way too much in the end.
64:27And most handcuff situations are such because there is a talent discrepancy between the two players.
64:32Right. Whereas ambiguous backfields that we target, there's not as much of a talent discrepancy, obviously.
64:37And I would say in most instances, the two ambiguous running backs are going to have a talent level that is going
64:44to supersede that of your traditional handcuff. Handcuff. Right.
64:46Right. A guy who even if they assume the volume because of an injury or something happening in front of them at
64:53the depth chart might not be able to be as efficient with those touches.
64:57Yeah. As somebody who's shown enough talent to the point where an NFL team says, we're comfortable giving you 40 percent of the workload anyway.
65:05Yeah. So you're talented enough to meet that threshold.
65:08And then if something happens, you get a ton of volume on top of that.
65:12A good example of that. And I want to throw this out there so that people know how I acted with.
65:19I've been talking about the Jacksonville backfield all summer.
65:21OK, ever since they got Chris Rodriguez, it's been a big fantasy football battle.
65:26And I think it's good to end this this season of becoming a basketball bro talking about Bayshall Tootin and Chris Rodriguez.
65:32All roads, because I feel like I feel like that's how the show started, probably, you know, this this summer.
65:38But I think that there and this is my general philosophy of best ball versus redraft and why I took the stance.
65:45And I've said all summer that Chris Rodriguez is a better in best ball type investment because Rodriguez is going to see work in this backfield.
65:53OK, he's he's going to they might be 50 50 in week one.
65:57The difference, though, is that I don't think he has a receiving upside.
66:01And Bayshall Tootin has more explosive upside. The pass catching upside is there.
66:05He's younger. There's more ambiguity to Bayshall Tootin's profile.
66:07And so in a regular managed season long league, you're going to have a very hard time, more than likely.
66:14Knowing exactly when to start Chris Rodriguez, I think it's going to be a pain in the butt.
66:19You might actually run into that with Bayshall Tootin as well.
66:22You very might well like have the exact same issue with him.
66:26The difference, though, is I see a path to upside of being a legit RB to into RB one territory in managed season long fantasy football.
66:34But this is me putting my money where my mouth is in terms of the analysis that I'm giving.
66:40I have nine point three percent Bayshall Tootin and I have nine point three percent Chris Rodriguez in best ball right now.
66:46OK, so like this is not a like I will sit here all day and say that you should be targeting Bayshall
66:53Tootin in the fifth to sixth round of your season long draft all day because the upside case rests in him.
66:59Chris Rodriguez, I actually think he's not that undervalued.
67:02So maybe it's a terrible like not the best example.
67:05I think that you can still throw that dart at him late because he's just still going as late as he is.
67:12Like realistically, I don't think there's a massive, massive difference between Chris Rodriguez and J.K.
67:16Dobbins. You know, it's a very similar experience from a target share standpoint early down running.
67:21Maybe Rodriguez sees the goal line work similar offense in terms of what we're expecting from them scoring wise.
67:27Because it's an arbitrage off of J.K. Dobbins, right?
67:30So I think Chris Rodriguez is fine late and I have him as a dart throw in the draft guide.
67:36But in best ball, this is a situation where I'm drafting more of those Chris Rodriguez types, which is why I should have probably drafted more J.K.
67:44Dobbins. But, you know, I more Jordan Mason in.
67:47But again, Mason's one of those guys where the markets got into a place where it's become smarter and elevating the upside,
67:54which is why for the summer Travion Henderson was elevated above Ramondre Stevenson, which I think was kind of a sharp thing
68:00to do initially until, you know, people were just completely stubborn with their Travion Henderson take.
68:05And they're not reacting to what's coming out of New England and saying, guys, Ramondre Stevenson's the RB1.
68:11Ramondre Stevenson's the RB1. Like, stop doing this, right?
68:13And so I do think the market's getting sharper and it's something that we have to keep in mind.
68:19But with that being said, what that means is that some of those early down runners are becoming more values late.
68:25And I'm going to be more open then to drafting Jordan Mason types, Chris Rodriguez types in both season long and in best ball.
68:33It's just easier in best ball, which is why I have that 9.3% mark with both Bashaw Tootin and Chris Rodriguez.
68:39So much easier when we don't have to pick.
68:42This is the week that somebody gets tackled within the three yard line and Chris Rodriguez gets the ball.
68:48We don't have to. We don't have to predict that in best ball.
68:52It just happens for us. And look, it might be a pain in the butt with Bashaw Tootin and season long.
68:58It really might be. But I am fine in that part of your draft just shooting for upset.
69:03And I think he's the one that has more upside within that backfield.
69:07But Rich, this was awesome, as always. Another season in the books.
69:11Love doing the show with you. Hopefully we get to do it again next year.
69:16But until then, let everyone know what you're working on, where they can find you, and where they can see your Jets takes, too.
69:23I'm working on keeping this in Southern California and not having to bring it back to New Jersey next summer.
69:29This being his trophy for the audio listeners. For the audio listeners out there, this janky trophy where the top cup is starting to fall off.
69:37Yes. But yes, I am over at Gridiron Gamble.
69:40We will be tackling all the betting angles for the season.
69:43We're actually launching a Survivor-focused show only as well this fall.
69:46So very excited about that. And then, yeah, if you want some Jets takes, if you are a Jets fan out there,
69:53if you like pain, if you are a sports masochist, which is what I am, the Badlands crew, I will feature over there throughout the season as well.
70:02That's at Badlands, like the Bruce Springsteen song. Nice.
70:04As always, check out LateRound.com. Make sure you guys are subscribed to the podcast feed and to the YouTube channel, YouTube.com slash at LateRoundFF.
70:12You know, this is releasing on a Wednesday. By the time next week hits, we are in the season, in-season content.
70:18I'll be doing 15 transactions, 10 trends episode, et cetera, et cetera.
70:22So make sure you're subscribed. Otherwise, everyone, thanks for tuning in.
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