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0:38This is the Late-Round Podcast with your host, JJ Zacharysen.
0:41What's up everyone? It's JJ Zacharysen. I'm Zacharyarysen in this episode 1100 of the Late-Round Fantasy Football Podcast.
0:47Thanks for tuning in. You guys know it by now, but the Late-Round Prospect Guide is still available to purchase on LateRound.com.
0:55It's got everything you need to crush your rookie drafts, and it's very much analytically driven.
1:00In the guide, you can learn about what goes into the ZAP models.
1:05You get ZAP scores for these prospects. You get my rankings.
1:09There's year two profiles. Let's not forget about those.
1:12And so much more. Check it all out over on LateRound.com.
1:16Now let's get to these mailbag questions. The first question this week is from my friend Joey Wright, at the Joey Wright on Twitter.
1:24He says, What is your process on Kalon Black?
1:27Now without a doubt, Joey's asking this question because there's a really strange interaction this week on Twitter between myself and someone else.
1:35And that interaction had to do with Kalon Black.
1:38And on this show, in this podcast feed since the draft, I don't think I've really broken down Kalon Black, the prospect.
1:45I've mostly talked about San Francisco reaching for him based on mock draft data.
1:50So objectively, from an analytical perspective, with the things that I look at, what do we have with Kalon Black?
1:57Well first off, I think overall, there's a lot of red flags to his profile.
2:02Not being an NFL Combine invite was a little bit weird.
2:06But I won't even hold that against him. What I will hold against him is the fact that he's already 24 and a half years old.
2:15Now this isn't to say that I care about his age from the perspective of having him through a second contract.
2:22Or that I'm worried about him breaking down quickly in the NFL.
2:26It's that generally, younger running back prospects are better than older ones.
2:30There's more room for growth, and if they enter the league at a younger age, that signals to us that they're talented.
2:38They were able to do that at a younger age.
2:41Oftentimes leaving college early. Now I'm coming off of an episode where I talked about the impact of this current college landscape
2:49with NIL and transfer rules, all that stuff. And how that's driving prospect age up.
2:54But it's generally driving the age up for undrafted players in later round picks.
2:59Not day two ones. Though we're bound to see some of this happening a little bit more.
3:05Where we get a 24 year old player getting drafted on day two.
3:09Just because there's more of them entering the NFL right now.
3:13That doesn't mean that we ignore the age signal though.
3:16We admittedly don't have a lot of data of top 100 running backs who were past their 24th birthday when they were drafted.
3:24In fact, the only other top 100 pick at this age since 2011 in the ZAP model database is RJ Harvey.
3:31And I think we'd all agree that right now, today, Harvey was overvalued as a dynasty asset.
3:37Largely due to landing spot. And that's not to say that things can't turn around.
3:42I'm just saying right now versus where we were a year ago, RJ Harvey's value isn't looking amazing.
3:49We know that age matters, even in this NIL era.
3:52And honestly, we can even ignore that raw age if you want to and just look at age adjusted production.
3:59Like if Kalon Black is 24 and a half years old but he produced right away, he had a sweet production profile
4:06when you adjust for when that production happened, then we might be more forgiving about his overall age.
4:13But according to my numbers, that's not really the case.
4:16I will say this. Black didn't even get a high-risk draft capital delta tag within the ZAP model.
4:22Which means the model has seen plenty of worse picks, which is kind of surprising.
4:27He's got pretty good size and even his pro day adjusted speed score is solid enough.
4:33Meanwhile, he had a best season reception share around 10%.
4:36That's a 47th percentile number. He had an adjusted yards per team pass attempt adjusted for age and strength of schedule of .6.
4:44That's in his best season. That's also a 47th percentile number.
4:48But that's percentile among all prospects in the ZAP model database.
4:52All prospects meaning the guys who were drafted or the guys who went to the combine since 2011.
4:58When we look solely at picks 33 through 100, so day two picks, we're removing the round one guys here, it's closer to a 31st percentile number.
5:07And that's for adjusted receiving yards per team pass attempt.
5:11Now look, one number doesn't make or break a prospect.
5:14We've seen hits from players with an adjusted yards per team pass attempt this low.
5:19When we look at players in the ZAP model database who are below the .7 mark, remember, Kalon Black was .6.
5:26We find 37 running backs who were drafted between pick 33 and pick 100 since 2011.
5:32Of those 37, Eddie Lacy, Le'Veon Bell, Carlos Hyde, Tevin Coleman, David Montgomery, and Miles Sanders each produce an RB2 type season.
5:39And Quinshawn Judkins is on that list too. He'll probably get there.
5:44Here's the issue though. Many of those players were really good on the ground in college.
5:49I have adjusted total yards per team play in the model too.
5:53And each one of those players cleared 1.74. Which means nothing to many of you, I get that.
5:59But Kalon Black is at 1.12 in his best season.
6:03And that's an adjusted total yards per team play.
6:06That's where I start to get concerned about his outlook.
6:09I certainly don't think that he's an elite receiver.
6:12But I think at one point, I mentioned that his receiving numbers were kind of awful.
6:18But they're not awful. I'd say they're below average for sure.
6:22But it's not to the point where I think he's like incapable of playing some role as a pass catcher.
6:28But we have to remember why we're looking at receiving metrics for running backs when we're prospecting.
6:34It's because it shows how well-rounded they are. It shows how frequently their teams were trying to get them the ball.
6:42It shows intent. It's not just about capability of being able to handle a 10% target share in the NFL.
6:48It's talent evaluation. And with Black, he's at least below average there.
6:53I don't know how you could point to any metric for him and say that he's got a good or great receiving profile.
7:00But yeah, I've seen worse. Where I haven't really seen worse is in total yards per team play.
7:07At least for this kind of draft capital. Among that same subset of backs who have been drafted between 33 and 100
7:14over the last 15 years, Black's adjusted total yards per team play rate is the absolute worst.
7:20And again, we've seen some hits from running backs with low total yards per team play rates.
7:26James Cook is one of them. He was at 1.19 in adjusted total yards per team play in his best season.
7:33Antonio Gibson's was 1.17. He's had his moments. The difference is that those two players, they were excellent in adjusted receiving yards per team pass attempt.
7:42If we loosen parameters here a little bit and we look at players with adjusted receiving yards per team pass attempt rates
7:49below .8 and then adjusted total yards per team play rates below 1.5, remember, Kalon Black is at .6 and 1.12.
7:57Significantly below those thresholds. We get the following day two running backs.
8:01Jarek McKinnon, who wasn't a traditional running back prospect, Terrence West, Matt Jones, Damian Harris, funny enough Ty Davis-Price, and then Trey Benson.
8:09Let's move that even further north. Let's go 1.7 in yards per team play and .9 in yards per team pass attempt.
8:16That added Alex Green, Steven Ridley, Kristen Michael, Kenyon Drake, Darrington Evans, Tank Bigsby, and Marshawn Lloyd, in addition to the other backs that I already mentioned.
8:26I mean, flat out, plain and simple, this is not a good profile.
8:30I genuinely don't know how you would spin this profile to look above average, at the very least.
8:36The problem is that the prospect himself isn't the only thing that matters, especially for running backs.
8:42There's no doubt that the system that he's in right now with Kyle Shanahan can give him a boost.
8:49There's no doubt that running back production in fantasy football is tied more closely to simple coaching decisions than wide receiver production is.
8:56This is why the model is still weighing draft capital and still isn't saying fade at all costs.
9:03And that's the key. I mentioned this on the late round show a couple of weeks ago, but my rankings, they've had Black ahead of ADP.
9:12Not dramatically, because I don't think he's a great prospect.
9:15But it was ahead, because I'm trying to recognize range of outcomes here.
9:19And I also know that weird things can happen in prospect evaluation.
9:24If he were a second round rookie pick, he'd be an easy fade.
9:28But he's not at all. Which is why, within this bad rookie class, I don't think he's a fade.
9:35I don't think he's a good prospect, but I don't think there's a lot of good prospects in this class.
9:41Am I excited about his potential? Not really. I thought there were more talented running backs to choose from when San Francisco made that pick.
9:50And historically, players with these types of numbers, they don't pan out at a very high rate at all.
9:56In fact, they just don't pan out. But again, it's a really weak class, and crazy things happen in prospecting all the time.
10:04You have to weigh the pros and cons. You have to weigh the range of outcomes.
10:10And with Kalon Black, it's fine if you want to throw a third round rookie pick at him.
10:16That's really not costly at all. You can just say, I'll plug my nose and just look at situation.
10:23But overall, do I think Kalon Black's a good prospect?
10:26No, I don't. This next question is from at Sideshow Tim2.
10:30It says, At some point, Jonathan Brooks has to be healthy again.
10:34The Panthers' backfield seems wide open. Canales loved him coming out of Texas.
10:38He seems to have a reasonable path to shooting up an average draft position.
10:43Or am I missing something? You're not missing anything.
10:46I think Brooks is a very, very intriguing player who I'll probably be in on this year when season-long drafts start.
10:53I've already taken him in best ball drafts. I think some people have painted me as a Chuba Hubbard hater because last year I faded him at cost.
11:03But I think Hubbard is a fine running back.
11:06My issue is, I don't think he's an excellent pass catcher.
11:10And so he doesn't bring enough upside for me to want to be aggressive with him.
11:15As of today, he's not a fade for me in 2026.
11:19But I do have my concerns. For one, we learned last year through a study that I did that middle-round running backs,
11:27their yards per-round run in the previous season, can be pretty predictive at the extremes.
11:32And look, Hubbard was a little bit better last year in that department at a 1.01 rate according to PFF.
11:39But he's been below that one mark in two of his last three seasons and three of his five seasons in the league.
11:47He has not been an efficient pass catcher. And I saw them bring in Rico Dowdle and drafting Trevor Etienne last year,
11:54a pass catching specialist, because they need a little bit more help there.
11:59But Brooks can bring that pass catching element to this Panthers offense.
12:03He's got that well-rounded profile. He also looked pretty good in the ZAP model.
12:08We just haven't been able to see him on the NFL field for obvious reasons.
12:13Now look, Brooks has not been able to stay healthy.
12:16And a big reason I don't have Chuba Hubbard as a clear fade right now is because of that.
12:23If things do go south, Chuba Hubbard just on volume alone can be fine in fantasy football.
12:29He's not the player that I'm going to aggressively target, like I said, but I do think he's going to have a very good floor.
12:37Because unlike last year, we had some data on Rico Dowdle being a decent NFL back.
12:43We have no data on Jonathan Brooks. And we have no idea if he's going to look the same after these injuries.
12:50But as a standalone late round target, yes, this is the kind of player, Jonathan Brooks, that I love throwing darts at.
12:58This next question is from Blue Skies from at Leaf Peterson.
13:01It says, any UDFAs that you're keeping an eye on this summer?
13:06Yeah, there's plenty of UDFAs. But there's one in particular who I'm interested in, and that's John Michael Gillenborg.
13:12I'd mentioned Gillenborg as a deep sleeper pre-draft, and then he didn't get drafted, which is sad because he had a 91st
13:20percentile height-adjusted speed score in the ZAP model, and his breakout score wasn't amazing due to program adjustments.
13:26It was 53rd percentile. But that's still not bad given the program adjustments.
13:30And I say program adjustments because he went to Wyoming.
13:34At Wyoming, though, he had a best-season yards per-out run rate in the 88th percentile, and a career yards per-out run rate in the 86th percentile.
13:43And in Kansas City, you obviously get Andy Reid and Patrick Mahomes.
13:47But Travis Kelsey's on the verge of retirement. Noah Gray would probably be the next man up if Travis Kelsey retires.
13:54But it's not like he's just undeniably good. And there are mostly projects behind him.
13:59So why not? Interesting profile. Pretty good situation. Let's see what happens there.
14:04And I also think that Jeff Caldwell, on that same team, he's also an interesting UDFA.
14:09He's an absolute size speed freak. And Kansas City needs some help at wide receiver.
14:14Now look, I highly doubt either of these players are going to become something.
14:19Because it's very, very rare to see UDFAs really work out.
14:23I think I've only correctly called two of them over the last like six or seven years.
14:29James Robinson was one. Jalen Coker was another. At least that's who I remember most.
14:34But those are two names to watch out for.
14:37The next question is from Raw Luga on Patreon.
14:40It says, No, because that offense and Dak himself, it's very fantasy friendly.
14:44Something I do want to call out though is the way that we're thinking about this.
14:50I've done some research over the last couple of years.
14:53And while it's not bad to have a quarterback who has high end wide receivers, we should actually care more if the quarterback has no high end talent.
15:03There's a little bit more signal from what I've found.
15:06Typically, not always, but typically, those are the quarterbacks who tend to underperform versus expectation.
15:12When they don't have high end wide receivers or pass catchers, according to ADP.
15:16But Dak not ranking in the top 12 fantasy quarterbacks has just as much to do about rushing as it does anything else.
15:24He's not super mobile. And the market has adjusted to quarterback rushing over the last three to five years.
15:31So at the top of quarterback ADPs, we're getting like Josh Allen, Lamar Jackson.
15:36But then there's Jaden Daniels who's still getting drafted high, Drake May, and so on.
15:41And they should. I'm not saying that's wrong. That's actually right.
15:44In my opinion. I'm saying looking at the ranking of Dak Prescott and saying that he can't support two wide receivers because
15:52of that ranking isn't super relevant these days. Because quarterback ADP is going to skew towards those mobile players.
15:59It's a pass-friendly offense, and those targets are going to be funneled to those wide receivers, as long as Pickens is there and playing.
16:07I wouldn't worry about Dak, who's been one of the better quarterbacks in the league since he's entered the NFL.
16:14There are far worse situations out there. The last question this week is from at Sam Hurd Shipping.
16:20It says, As fantasy players who aren't statisticians or spend their time researching data only use analytics and insights from the pros,
16:27what should I think of Jordan Tyson being so drastically different in so many models?
16:33Drafted him 102 because of you, but so many others think that he won't hit.
16:38Now, honestly, I haven't seen other models that are saying that Tyson won't hit, if I'm just being honest.
16:44Like most models will have him wide receiver three at worst, wide receiver one at best.
16:50Which I think is honestly pretty reasonable. I obviously like him as the wide receiver one, but I can see why a
16:57model might like Carnell Tate or Makai Lemon more.
17:00For Tate, he had better draft capital, you've got program adjustments or teammate score stuff that favors him, he's an early declare.
17:08Makai Lemon is too, and he had a really strong production profile.
17:12Depending on some metrics, you could argue that Lemon had a better production profile than both, that he has the best production profile in this entire class.
17:21Breakout score though is really reliable for me, so I lean on that and I lean on Tyson, but there are many, many ways to analyze production.
17:31Now, if I were to assume that models really do disagree with Jordan Tyson, I'd say it's probably because he missed a
17:38lot of time in college, and people could look at that a lot differently.
17:43Like, I use a prorated number in the ZAP model, so as long as the player plays six games, his season's going to count.
17:51Others may look at season-long data. That to me is a little bit unfair, but again, maybe they're finding signal through doing that.
17:59And I kind of already alluded to this, but Tyson's not an early declare receiver either.
18:04Some people really weigh that factor. I care more about age-adjusted production, even though early declare status is an input in the ZAP model.
18:13But some might weigh that more heavily than I am, and they might not care about age as much as the college year.
18:21Year one as a freshman, year two as a sophomore, and so on.
18:25There are loads and loads of numbers that we can look at, and so many ways to manipulate those numbers.
18:32College football data, unfortunately, is not super robust, but we collectively as a fantasy community have come up with a lot of cool ways to measure things.
18:41And some of those things will be in one model, but not another.
18:46And sometimes for some players, that can make a difference.
18:49Though I stand by the fact that I haven't seen Tyson further down than wide receiver three in a model.
18:56But I'm not looking at every single model that's out there, obviously.
19:00But I think you asking this question raises a point that I think is very valid.
19:06And that's, how do I know what models to follow and what to rely on?
19:11Now, I did talk about this more in depth a couple of mailbag episodes ago.
19:16But I'd make sure that you're listening to an analyst who's being open and transparent, talking honestly about the inputs and their process.
19:24If they're just throwing names into a list without explaining the why, that's a huge problem.
19:29But there could be differing results analytically because the way we calculate things can be slightly different.
19:35Even just purely what we're solving can be different.
19:38I'm looking at B2S or the best two seasons across a player's first three years of his career.
19:44Someone else might be looking at top 24 performances or something across a player's rookie contract.
19:50Those small things can dictate what the inputs are going to be in a certain model.
19:55I guess what I'm saying here is just because something is numbers driven and analytical doesn't mean it's objectively true.
20:02We're humans trying to predict human behavior. We're trying to forecast how well humans are going to play a game.
20:09That means not only is the result pretty volatile, but the process in which we get to that result, that's going to be volatile too.
20:18No matter the method, whether it's purely film-based or purely analytics-based.
20:21But I see it no differently than how I see how there are differing ideas for film-based analysis.
20:28In fact, I'd strongly, strongly argue that numbers-based prospecting is going to align more closely to other numbers-based prospecting processes than film-based ones will.
20:36Just because there's more objective overlap. And because, in my opinion, when you prospect through numbers, it's a little bit easier to
20:43fix any issues that you might be having. And as you fix them and as you get better results, you're more likely
20:51going to align with others who are doing the exact same thing.
20:55That just doesn't mean that there's going to be 100% overlap.
20:59I'm going to have different results than Dwayne McFarlane and his rookie supermodel.
21:03And if you, the consumer, would rather lean in on the players where there's serious overlap between my analysis and Dwayne's, although
21:11I do think that Dwayne likes Tyson, but if you'd rather just draft the true overlap players, maybe there's some validity to that.
21:19Maybe that's a process that you can take on that has really good results.
21:24I don't have the answer to that because I'm trying to give you guys what I think is the best analysis or
21:31the best analysis that I can give. And it's analysis that I know has been successful, not just through how I've used
21:39it in my leagues, but how others have used it.
21:42It won't be perfect. Jordan Tyson is not guaranteed to hit.
21:46But I'm confident that what I'm doing is going to help you out in the long run because I've tested it and I've lived it.
21:54And there are others in the fantasy space who can claim the exact same thing.
22:00The guy I just mentioned, Dwayne, not only a friend, but he's a great analyst too.
22:05You just have to find the mix that works best for you.
22:09And you have to understand that we're not always going to see things the exact same way because we're projecting something that's inherently very volatile.
22:18That doesn't mean that we can't find a serious edge though.
22:22That's it for today's show though. Thanks to all of you for listening.
22:26If you have subscribed to the Late Round Fantasy Football Podcast, make sure you are by searching for it.
22:33Pretty much anywhere podcasts can be found. And don't forget to follow me on Twitter and on Blue Sky at LateRoundQB.
22:40Thanks for listening this week, everyone. I greatly appreciate it.
22:43Enjoy your weekend and I'll catch you next week.
22:46We'll see you next week. I mean, you could just keep buying new underwear.
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