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Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game

October 23, 2025 / 56:47

This episode of Wharton Moneyball features discussions on the NFL, MLB analytics, and tennis. Guests include Dan Savoroski, a senior writer at FanGraphs and developer of the ZIPS projection system.

The hosts, Eric Bradlow, Shane Jensen, and AI Winer, discuss the New England Patriots and quarterback Drake May's impressive performance this season. They debate the impact of coaching and the legacy of Bill Belichick, particularly in relation to Tom Brady's success.

AI Winer shares insights on the Yankees' elimination from the playoffs and the analytics revolution in baseball, focusing on the three true outcomes hitting approach. He highlights the challenges teams face in high-pressure playoff situations.

Dan Savoroski joins the conversation to explain the ZIPS projection system and its predictive capabilities. He discusses player projections, surprises in the playoffs, and the performance of teams like the Brewers and Dodgers.

The episode concludes with a discussion on a surprising tennis tournament outcome, where a player ranked 204 won a Masters 1000 event, prompting reflections on player rankings and performance metrics.

TLDR

The episode discusses NFL analytics, MLB playoffs, and a surprising tennis tournament outcome with guest Dan Savoroski from FanGraphs.

Episode

56:47
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Welcome, welcome to Wharton Moneyball here on the Wharton podcast network. This is Eric Bradler, professor of
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marketing, statistics, and data science here at the Wharton School. And some combination of four of us today. We have
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Shane Jensen, professor of statistics and data science. AI Winer, professor of statistics, and data science, the three
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of us, and Cade Massie, some of us are here every week here on Wharton Moneyball. Uh, as always, guys, uh, we
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always have an open line segment, which we'll do first. As you know, we're
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working out some technical issues with our guest today, and we'll see if we have one, but there's a lot going on in
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sports that can easily take our listeners through a full hour of sports and analytics here on Morton Moneyball.
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So guys, why don't we start with, you know, we always like to start with what
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caught our eye, Shane, since you're on my left and I reread from left to right.
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Shane, what caught your eye in sports this week? And there could be a lot. >> Yeah, I mean, I'm sure we'll talk about
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baseball, so I'll wait on that. But um what caught my eye obviously is the Patriots uh and potentially having a
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real quarterback again, a franchise quarterback. I don't want to get too hyped up too early. We're still kind of
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he's only in his second season, but Drake May was absolutely incredible. Has
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been incredible so far this season. He's, you know, I mean, again, it's early to discuss MVP, but he would be in
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that conversation if we were to have that conversation at this point. Uh so I guess I'm just really excited about the
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Patriots. They they're looking like a playoff team. >> Yeah. What kind of credit do you give
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honestly Mike Vrabel very successful coach just took over as coach. Um remind me their offensive coordinator Josh
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McDaniel right is back as their offensive coordinator. So I hate to look I'm not taking anything away from Drake
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May but you've got an established head coach that's a winner. >> You've got an established offensive
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coordinator that's a winner. Well, winner Mike Fable. I mean, when you say winner, uh, uh, Mike Fable is a head
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coach. I mean, not not not his overall Tennessee record. You're not pointing
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to, right? You're not pointing to the fact that he's led a team to the playoffs before.
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>> Yeah. And I'm not trying to take anything away from him. I mean, it's
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obviously an impossible tell. I mean, we had like, you know, 15 seasons of Belch
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and Brady co-observed and people were still arguing about whether it was Brady or Belich. I don't think we're going to
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ever, you know, it's going to be hard to keep kind of deconvolve those, you know, certainly early on in his
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career. >> Look, we all believe in, you know, uncertainty, right? And I think for 15
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seasons for Bellich and Brady, there was obviously a very strong confound. Are you Mr. Patriot, Mr. I love both Bellich
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and Brady. Are is there any are you starting to at least put a small probability
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given what Bellich did at New England in his last few seasons, what you're now
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seeing at North Carolina, is there even a small part of you that's starting to give more credit to Tom
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Brady? >> I've always given a lot of credit to Tom Brady. I mean, that's that's a softball.
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Yeah. I mean, all the credit in the universe goes to Tron R. But but I mean, again, let let me stop short. I don't
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want to take any I I what what the Patriots did, which no other team has ever done kind of for the the length of
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time that they did it, was a collab, a a successful collab between one of the great the greatest quarterback of all
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time and one of the greatest coaches of all time. You know, I I do think Belch has done more in the post collab period
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to kind of take away from I guess his leg whatever, but I still think Belch's
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legacy is is is kind of set in stone based on what what he did with the Patriots. Would I still hire him as a
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head coach? No. But I mean, Audi, you want to jump in on this or on Well, you if you want to jump in on this, please
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do and then you'll get your own topic. I >> I do want to jump in on this. I don't
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think that that it's important to recognize that as a football outsider for all these years who was trying to
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build my knowledge base. One thing I have learned it's it's almost impossible
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to be successful as a coach without a great quarterback. So the fact that that Bich hasn't been so successful in the
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post Brady years is not necessarily that particularly damning of Bichc's talents
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over the years. >> How do you define success, Audi? For example, I'm just making up some names.
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So for example, someone won a Super Bowl with Brad Johnson. Someone won a Super Bowl with Joe Flacco. Someone won a
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Super I mean there are I'm not saying you get Brady's level of success. Let's
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not I'm not trying to compare. >> Audi said great coaches. So I think there's got to be some kind of sustained
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success built into that. I don't want to speak for you Audi though. >> Audi, go ahead.
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>> No, I mean I mean my question is is it what what is it? What is the information? Think of it from a from a
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posterior updating. We saw years and years of of Bellichic with Brady. Fantastic. Right. And we said, by the
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way, remember we saw years I you may I know you know this audi we saw years of Bellich prey too and it wasn't that
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great >> right? But the thing is is that there must have been more to just Brady to
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years and years of all that success with the with the >> Yeah. I know. And I mean, again, again,
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we we kind of I think um Eric, you talked I mean, or we we we think back probably most recently to their kind of
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end end dynasty kind of run where Brady was in god mode and in the early kind of
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dynastic year, you know, when they were winning very successfully in kind of Brady's very early career.
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>> Yeah. Brady was kind of the game manager. He did he was kind of wore what
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we regard as an adequate quarterback that was fine that and it was a world-class defense which Bich basically
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won those championships. So I I I mean it's kind of I I do think we kind of in
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in retrospect want to kind I I certainly give Bichc a very big part of you know that that success especially in the
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early years. >> The other thing to think about and this is uh something very very much a feature
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I think of football. the game changes. >> Um, and it does go through all kinds of
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shifts and non-stationarities in the way the way it's played and that in some
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level >> you may have been a fantastic co coach because you've mastered the skills and
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in the environment of a certain era and then if that if you just continue in that that you slide into your old age
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doing that same thing, you may not have it anymore. in which case it's not to
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that reflects badly on the past Bellich check but this current Bellich check is not going to do it in today's game.
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>> Well, first you guys have brought up two parts and I want to get to what caught
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your eye but I would two parts. One is I completely agree with Shane's part which
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is you have to give Belichc at worst if you wanted to be critical of him which there's no reason to be but if you
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wanted to be you have to give him credit for those first few championships where
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Brady was not the Tom Brady of age 30 to 40 or even 30 to 45. Um the defense was
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amazing. His numbers were they were good. >> He was pretty clutch in the playoffs. I
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mean he did win a couple but like but yes I mean I think it was definitely that was a team known for its
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defense. would have been, >> you know, kind of guess Russell Wilson and with Seattle type scenario, but also
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a your point about the non-station of the game I think is also it's another reason. It's not like I don't think
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Bichc has the energy or the mind or the you know it's age doesn't matter to me.
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It's not like I think he's lost his ability to coach people, but I think the
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point is is that the game has changed in a way that he would need to significantly change the style in which
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he coaches to be successful today. And that's just hard to do. That's hard of
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anybody. It's not. And also, it's hard to do for someone that won six NFL
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championships. And I'm not even counting the ones he won as the Giants defensive
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coordinator. And how many Super Bowls the man has been to? Like, I don't know,
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half of them in the last 35 years. I don't know what the number is, but it's
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some big number. But Audi, what caught your eye besides the Patriots? By the way, I watched a lot of the Patriots
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game sh game. Drake May is for real, but Audi, what are your thoughts? >> Okay, so of course the last time we were
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together, the Yankees and the Phillies were still in it and now both have been eliminated. Um so big questions going
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ahead um of course is particularly with the Yankees and I think the general question the analytics revolution if you
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if you want to condense it today and into its biggest impact factors would be the hitting revolution that has led
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towards the large numbers of strikeouts um and and the kind of three true outcome hitting or whatever you know
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>> they call that all that kind of crap >> the three two outcomes hitting, but it's
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essentially, it's interesting because it it it's plays off the idea that a strike
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out is no worse than a regular out, which conditional on an out is true. Conditional on an out. That's true. And
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in fact, >> no, that's true. >> Well, it's tricky because a strikeout
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obviously does not move the runner over and is generally a sacrifice, but it's
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al also not a double play. So for and from someone who watched a lot of Stanton grounders into double plays, I'm
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thinking why couldn't just strike out? I do think there's kind of there's an
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analog push against almost like against balls in play, you know, more than anything. And and and I think certain
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certain teams have kind of I think there's almost a counter push on that half.
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>> Well, so it's interesting. You look through the Yankees who with the
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exception of Aaron Judge, which I'll get back to in a moment, which is basically
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awful at the plate and massive numbers of strikeouts. No two two strikes approach. I mean, I want to pick on
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Trey. >> High slugging, high slugging, low batting average. >> Well, that's during the season, during
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during the playoffs. No, no, I mean, okay, right. Um, so very low batting average, but also very high strikeout
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rates. And one one of the things you noticed quite vividly in the playoffs is no two strike approach, right? So,
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particularly with runners on, I mean, Trent Gisham is swinging for that porch with everything he has.
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>> What is Vulpi like doing like >> and Vulpi is the same way, right? So,
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Vulpi's hits nearly, you know, about 20 home runs. >> Let me let me ask you a question. Let me
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ask a question. It's not like these hitters just became who they became. It's also to Shane's other point, it's
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not like whe you know whether it's Cashman or Boone can't see, huh, these
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guys bat 180 against really good pitching. Huh, maybe a good player in the playoffs. They can see the data. I I
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do I do think playoffs are mostly coin flip, but I'm starting to kind of deviate away from that and that I do
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think this kind of three true outcome it works well over very large samples. You
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hit a lot of bombs, etc. Uh but I do think in in the in the playoffs when you're only facing good pitchers and you
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have to kind of do stuff in high leverage kind of situations or or like you know the little things seem to
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matter or would get magnified. I don't even know. But but anyway, that that's when a sort
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of a like kind of hitting to contact like putting balls in play actually an ability to do that as a team is really
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helpful. I see Toronto and Milwaukee doing it >> for sure. >> Absolutely. I mean, one of the things we
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noticed about Toronto is that they were just an impossible out. They were I mean, eight, nine pitches, fouling
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things off and often striking out. Yes. But but tiring the pitcher, putting the ball in play. But I will say um so one
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of the things about so two things that caught my eye specifically in the thought around the game first of all is
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how unbelievably awesome Aaron Judge is. Let's get that out there. Um and I just
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noticed he's about the two to one favorite in the betting markets to win the MVP. Um although one of my insiders
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suggested that no Raleigh is going to win it and and it's you can make a strong case for either. I think um
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>> let me ask you a question Audi. Do they do something for the MVP like they do
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for the Hall of Fame or No, there is no pre-bound. It just gets announced. There
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is no >> well there's no prevalence. It just gets announced. That's
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>> just gets announced. Okay. >> And I don't think anybody tells you who
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their vote is. Um but I'm not sure about that. But so it's you know you know
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Judge had a season for the ages, right? So he'll he had a probably about a 10
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war. Um but just a batting line would just which is absurd. >> Feel like we talk about his MVP
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candidacy a lot on this show. It's not worry about it guys. He's your guys'
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regular season champion. Don't worry. >> No no but he had an incredible post. He
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had an incredible postseason and one of the things that we did see was that possibly one of the most
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unbelievably impressive home run I've ever seen hit 100 mph fast ball 4 in inside.
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>> Yeah, that was uh very few very few people could have done what he did there
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for sure >> just to have that kind of strength and speed to bring that bat around and keep
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the ball in in fair uh in such a circumstance. But here's something that I just toss up to you guys. I was
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thinking like what is it? I was thinking to look to see um teams that are explosive in their in their in their
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offense. Maybe that's a strike against them to have to just have this sort of
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large variance in awesome in in offense. So I thought I would rank the teams by their explosiveness which I counted as a
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number of either six or six runs games or more or seven run games or more. I tried both. And then I ranked every team
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one to 30. >> Number of times they scored that many. >> Yes. Right. So it's and and one of the
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things that was struck me as unbelievable this single counting statistic listed the top eight teams.
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I've never seen that that the top eight the eight teams that are currently in
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the playoffs are the eight teams that line up with the statistics with one exception depending on whether you do
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six or seven the Arizona Diamondbacks. Now they have a great part for hitting they were they bounce around the
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Detroit. I mean I'm trying to think like I mean we're not just selecting for high
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scoring team like I I I feel like it's kind of explosive you'd want is are you
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looking at the variance or just like the me like >> just a number just something triviously
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as simple so I would have expected that the eight teams would be in the top all in the top half but they're all in the
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row right here they are clear the way just to follow up on Shane's question what I think you're describing is is
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that let's say the average number of runs per game in the MLB is four and a half or something like that
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>> and so what you're describing is teams that seem to have a lot of games above
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the average amount of scoring and therefore by that definition they're explosive. You don't mean another No,
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I'm saying another way you could define explosive meaning, you know, it's how
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much variance is there in their in their runs per game. What sometimes they're an
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11 run team, sometimes they're a three-run team that averages to seven. Like I when I when I think of the
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Yankees or this kind of like the bad variance that comes with like the three outcome approach is like 3-2 outcome
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approach. It's like you you you know you you you hit an average of like three
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runs a game but it's like zero and seven zero and seven zero and seven zero and
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seven type of thing. And the zeros really don't work well in the playoffs type. So that's so you know
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>> in the regular season that's not it because the Yankees have the fewest
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numbers of two runs or more uh or fewer and they also have the most number of six or sevens. They really had the best
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offense. But I was surprised that by ranking just on an off simple offensive statistic, I I thought that maybe the
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Padres's would be up there or you know other teams that were competitive all
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season long, the Cubs, they um um they just teams that were eliminated top eight.
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>> The Cubs were last Cubs were in it. They were in it, but the the other teams that
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were not um the ones that were eliminated, Cincinnati, Red Sox. Um >> you're not talking about playoff teams,
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though. Yeah. Yeah. Yeah. So they were >> No. I mean, I thought maybe these guys
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would would be Yeah, of course. But other teams, but eight right right there in order. It was just this odd oddity
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that that that I mean it's probably just randomness. But I've been looking for
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some explanation for what leads you to the playoffs. And now secondarily, what allows you to win in the playoffs and I
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think those are different phenomenon. Um getting to the playoffs is almost certainly unbelievable offense. Winning
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in the playoffs, I'm not sure. I think you have to be more Yeah, I think playoffs have to be more kind of a situ
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You you have to have an adaptive situational approach and I guess >> swinging for the fences every pitch is
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that that they're kind of trained to do over the 162 game season. That's I think
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what what I guess goes falls apart maybe for the Yankees specifically or for the
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kind of these three true outcome teams more generally. I mean the Yankees also have defensive pro ongoing defensive
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problems that are >> absolutely well humorous from my side but need to be taken care of. Jeez,
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guys. Since we're talking about baseball, we're going to do a 153015 today where we've been talking open
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lines here uh for about 15 plus minutes. Um we do have a guest today. Unfortunately, he's only audio only, but
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for many of our listeners, um they're doing audio on us anyway, but we're
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honored to be joined by Dan Savorski today. Dan has been on the show before. Dan is a senior writer at something I
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look at quite a bit, which is fan graphs. He's also developer of the Zips projection system. Uh Dan, welcome back
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to Wharton Moneyball. >> Hey guys, how's it going? >> It's going great. Well, not for us
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Yankees and Phillies fans, but in general, it's going great. Um so what before we get into what's even going on
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today in the playoffs. Um could you just tell us Well, I was going to start with
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Zips, but let's forget that for a second. What do you do at Fan Graphs? cuz there's so many of our listeners
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that, you know, want to know continuous time win probabilities, uh, projections.
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What do you do? What do you specifically do at Fan Graphs? >> Well, if if you ask people on social
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media, I ruin baseball with math. That's that that's what I do at Fan Graphs. Uh,
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but but seriously, I do I I've developed the ZIPS projection system, which I've
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used uh for the last 20 years. Uh, I did it while I was at ESPN at Fang Graphs. That that's obviously a big part of what
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I do. and I just generally write coverage from an analytical standpoint. I am a statner nerd and I have been
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since the 80s. Uh and and that's that's pretty much what I do. >> Well, what is why don't you tell us what
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is the uh ZIP's projection system? >> Well, ZIPS is a set of predict predictive algorithms. Uh on broad
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terms, it kind of works a little like weather forecasting tools in a way. The idea of it is to get kind of an idea of
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where a player is and where they're going. uh the uncertainty around the future because the future is very
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uncertain as I can tell you from very very many wrong projections in the past. Uh if you've ever seen like a hurricane
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forecast where they show the little image of the hurricane on the graphic and that cone of ignorance that comes
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out beyond it, that's kind of the same thing that I do, just not quite as sciency as meteorology.
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>> So, can you give us a sense like what are some of the things the ZIPS projection system predicts? Forget
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what's under the hood. forget the actual algorithm itself. Like if I was to go on
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to fan graphs or I don't know, maybe there's a website just for the ZIP's
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projection system, would you be predicting the number of wins of a team? Would you be predicting who's going to
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win tomorrow's game? Would you be predicting who's going to win a series?
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What are the things that you predict with the system? >> Well, generally speaking, the the player
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season aligns uh also in season. There's a a simpler inseason update that can uh
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be run every morning uh by the Fanraft system itself. Uh so what you see if you go into fan graphs you see the
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projection that's kind of the median line. Uh I do when I do the team by team
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rundowns or I write an article uh I get you know the percentiles that things the
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the error the uncertainty uh because there's quite a lot of that uh uh and the idea is just to kind of peer through
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the fog a bit. Uh I also simulate uh teams during the season. Uh that requires a little little more work. I
00:19:04
simulate the season a million times. uh there's a little bit of linear algebra
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involved when I do a generalized model of injuries to kind of capture that better than our kind of naive depth
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chart projections do. Uh so really if it's something I can logically model then I try to do it. Uh and you know
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it's it's more work than any sort of brilliance on my part. It was mostly
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effort and time. >> AI please. >> All right. Well, let's talk about
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projections and and and also reflections. Um Trent Gisham probably was the biggest surprise of of the
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Yankees year. Um never hit many many home runs in his history and hit 34 this year. And uh so what what did your Zips
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think and what does it think in the future for this guy? It's funny, my editor, one of my editors just wrote an
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article about the Yankees and he asked for the the the the percentile projection that Gisham's season was
00:20:04
overall and I believe it was the 87th percentile projection. Zips has always kind of liked him quite a bit. Uh when
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we talk about OPS plus that's kind of what we were talking about. Uh but when
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you look at Zip's projection, uh I can slowly open it up and run. >> Wait, hold on a minute. You're saying
00:20:21
that before the season that his this year's performance would have been in the 87th percentile. This is a guy
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probably never hit more than one home run every 50 at bats. Well, that was for OPS plus generally generally speaking,
00:20:33
not for home runs specifically, but I am opening it and I'll tell you in a minute
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>> because I mean I I have to say one of the calculations that we did on our show
00:20:40
early on, I just did a simple binomial, you know, uh p value for his rate of hitting home runs mid-season and it was
00:20:49
in the it was in the upper tail of the of the distribution, maybe one. And >> you're saying if you used his rate as
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just a P and said, what's the probability under that with I'll make up 300 at bats. you have 22 home runs or
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whatever the number >> it was at least one in a 100 and now it's way in the 1,000s. I mean cuz the
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guy never hit more than just a a handful of home runs a season and I hit 34. I mean wow
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sorry go ahead. >> Oh but one thing to remember of course is we don't actually know the underlying
00:21:17
probability. This is more of a beta binomial thing than a pure binomial thing. We don't actually know the
00:21:22
underlying probability of what it is. We only know where he's been. We don't
00:21:27
actually know how predictive that is as a as a recurring probability of that he hits a home run at any given year.
00:21:33
>> Yeah. So then the right. So then the question is you know how much weight do
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you put on the you know beta distribution which is you know the prior which you could use just the raw number
00:21:43
of at bats he has and that as a rate then you could use the current one. So the question is
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>> well no the the question I was doing is just looking at a a t test for the
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difference right is this is he different than last year? You're just using P hat.
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>> Yeah. Is he a different ball player and and uh and that's I mean it just he
00:22:02
seems to be too inconsistent from what he's seen in the past to be to be to unless it would have to be very use I'm
00:22:09
going to use my acting as host today and move away from this dreadful Yankee discussion. Dan, let me just let me just
00:22:15
ask you a general question. It involves the Yankees sort of, but like are you surprised at all if you had
00:22:22
used your pre-season projections? Are you surprised that the four remaining teams are the Brewers, the Dodgers, the
00:22:30
Mariners, and the Tigers? And if yes, >> Blue Jays. >> Sorry. Blue Jays.
00:22:36
>> Yeah, you just >> Blue Jays. >> Blue Jays. >> You had it right for the Blue Yeah. Blue
00:22:40
Jays over the Blue Jays over the Tigers >> and the Brewers. >> It's the Blue Jays against the Mariners.
00:22:45
>> Blue Jays. Mariners. Sorry. Yeah, Blue Jays. Sorry. The Mariners beat the
00:22:47
Tigers. Blue Jays, Mariners, Brewers, Dodgers. Would you be surprised that those were the four teams? And if Well,
00:22:54
certainly there's probably low probably any sim would have maybe given almost
00:22:58
zero probability that those were the exact four teams, but what has surprised you about what we're seeing right now? I
00:23:06
guess if you ask from a projection standpoint, Zips is moderately surprised by the exact four teams because like
00:23:14
like most systems and most people, it picked the Dodgers uh to win the NL West, though I should know with a lot
00:23:20
less certainty than most people did uh or projection systems. Zips only projected the Dodgers to have a 73%
00:23:26
chance of winning the division, which is probably lower than most people would have gauged coming into the season. Uh
00:23:31
it projected the Mariners to be second behind the Astros. uh it projected the Blue Jays fourth, but there was a lot of
00:23:38
uncertainty in the AL East projections. There was only uh six wins separating uh
00:23:43
the teams in in the AL East. Uh when you when you talk about the win projections,
00:23:47
it was really really uncertain about what was going on. So, it did think the Blue Jays would bounce back, but it had
00:23:54
him at a 40% chance of making the playoffs. It wasn't going to be the f they weren't going to be the favorite
00:23:59
team to make the ALCS. >> So, Dan, is it fair to say the following? Um, since we're a stats show
00:24:04
here on Wharton Moneyball here on the Wharton Podcast Network, um, since we are a stats show, I can say you're not
00:24:10
saying that the top these four teams, the Brewers, the Dodgers, the Blue Jays, and the Mariners, you're not saying that
00:24:18
it has a high probability of that four tuple. You're just saying it's not that
00:24:23
surprising given the width and the uncertainty of the distribution. Yeah, I think when you look at it, no one team
00:24:31
being where they are is surprising. Uh it's just that these weren't necessarily
00:24:35
the most likely teams. If you asked Zips what the most likely teams uh would have
00:24:40
been, it would have been the Houston Astros. Now, I would have been surprised because the Baltimore Orioles did not
00:24:45
come anywhere close. Uh that is one of the larger projection misses from preseason. Uh the other one, of course,
00:24:51
is the Atlanta Braves. Zips would have guessed that the most likely NLCS would have been Braves versus Dodgers or
00:24:58
Phillies versus Dodgers. Uh, so nothing crazy happened, but a lot of these events were at least moderately
00:25:08
unlikely. >> Let me ask you a question. When you think about, you know, we all try to
00:25:11
measure success of our forecasts. um when you tend to think about the whether it's the you know the zips forecasting
00:25:18
system or more generally what's done at fan graphs like you could say well you
00:25:22
know uh we got the Braves wrong or we got the you know as the Braves didn't even make the playoffs so like do you
00:25:30
think about the mag like as you're thinking about developing your system do you literally think 01 loss like you
00:25:36
know wrong's wrong or do you think wow the Orioles wrong is really wrong >> yeah and actually just to follow up on
00:25:42
that because I was thinking of very similar thing to Eric I think like are there particular teams or like sort of
00:25:47
circumstances like I mean obviously the system's going to miss every year so
00:25:51
it's got to miss something but like you know are there kind of either teams or
00:25:54
types of teams or like is it errorprone in some way that you guys haven't been
00:25:58
able to kind of get at yet? >> We the the the problems tend to be less bias and more accuracy. Uh accuracy of
00:26:06
course is the hardest thing to pin down. Once you've had so much experience projecting things, you kind of can get a
00:26:13
pretty good idea of if there's certain aspects that you're that teams are
00:26:18
systemically being overrated or underrated. For example, if if teams with a high percentage of fast players
00:26:26
is being uh uh consistently underrated, then you kind of have an idea and from the data uh however you choose to do
00:26:32
that any kind of, you know, dimensionality reduction of any kind of model. Uh so there isn't really a most
00:26:39
of these easier lowhanging fruit things have been picked which is why you see most good projection systems tend to
00:26:46
cluster around each other pretty well with accuracy uh because the easy stuff is done and now we're kind of in very
00:26:54
very small difference territory. >> I have a question about but Shane I saw
00:26:57
your hand up please. Well, I guess just to kind of follow up on that cuz I mean I I totally I get what you're saying.
00:27:02
Like I I guess what's burned my question is I I I wouldn't mind your thoughts
00:27:05
from somebody who like looks at the data quite a bit. How are the Brewers doing what they're doing as like, you know,
00:27:10
kind of a bottom payroll team, you know, is like do is there something kind of like that that is it how are
00:27:19
they doing what they're doing? I it's funny that one of the things I because
00:27:24
people ask about this with the Brewers because they're actually the team that's
00:27:26
had the least accurate projections over the last five years uh is that if you look at the team if you look at the
00:27:33
player projections they actually aren't systemically missing uh low on the Brewers but the team projections are.
00:27:41
Uh, and what I deduced, uh, is that the biggest problem with projecting team standings with the Brewers, at least for
00:27:48
Zips, I can't speak for any other projection system, which has had the same problem, is that I am doing a poor
00:27:54
job projecting who the Brewers will actually use. Uh, for example, Zips gave a very positive projection for Joey
00:28:01
Ortiz in his rookie year, but I wasn't convinced that they were going to go allin with him last year. Isaac Collins
00:28:07
had a decent projection this year and I was very conservative about how many how
00:28:11
many play appearances I gave him in the majors. It seems that I'm underrating
00:28:15
the Braves more than the projections are. And that's kind of a problem when you're doing something like team
00:28:20
standings because a a model such as this is not going to be able to really do a great job
00:28:27
figuring out who will play. >> Yeah. I mean, you could have known Andrew Vaughn would go there and do
00:28:32
whatever he's been doing as well. >> Yeah. I mean, perhaps someone can more
00:28:36
accurately model decisions that general managers and coaches are making with with setting
00:28:42
uh the lineups, but that's not something that's in my skill set. At least I have
00:28:46
figured out how to cross those problems with any meaningful way. But Dan, let me
00:28:50
ask you a question that I'm channeling my inner Shane Jensen here, even though
00:28:54
Shane is here. >> So, this is, by the way, the odds I'm about to tell you are before last
00:28:59
night's game. I before last night's game. So, my understanding is the if I
00:29:03
got this right, I even got the team draw. Seattle beat Toronto last night, right? Yeah. Yes. Yeah, they beat him.
00:29:09
Okay. But this was before last night's game. How can you explain any team Shane can jump in after you? The Dodgers
00:29:19
were plus 120. Now, let's all be clear. There's four teams left. That essentially gives them double the
00:29:26
probability of the average team left. How would you explain that? Like does that Dan maybe that seems normal to you?
00:29:34
And the Brewers by the way are plus 850 which gives them like you know 1/8 of probability or 1 nth of probability
00:29:40
which is you know a quarter what they should have roughly or you know how would you explain that and do you think
00:29:46
there's enough precision or is that just way too out of line? Well, of course,
00:29:50
one of the fundamental things is that book makers are also seeking to maximize how much money they earn. And there's
00:29:56
obviously going to be a great deal of correlation between the one true underlying probability, the wisdom of
00:30:01
crowds and and where they set these things. Uh, but all I could do, I mean, is is my work. Zips at least is less
00:30:10
sanguin about the Dodgers. >> But what does it have the Dodgers win probability at right now? Uh right now
00:30:15
it has the Dodgers uh to just to just to get past this round. It only has the Dodgers as 5446
00:30:24
>> uh over that's very different. Pretend like Shane's not here. Shane would agree
00:30:29
with that. >> So they can't have and then the Winter World Series. I don't know. Let's even
00:30:35
give him 54 again. >> Yeah. Actually, Dan, since since you're talking about that 5446 and you've been
00:30:41
doing this obviously for many seasons, is that kind of is that even unusual? Because, you know, you would I think
00:30:46
most people would kind of naively look at the Dodgers Brewers as kind of a mis, you know, just based on persona like a
00:30:52
real kind of mismatch. 5446. Is that about as much as you stretch away from 5050 for like once you get to something
00:30:59
like the conference series or like historically after you've done this, is that like a big spread? I'm working from
00:31:06
memory here simply because I don't have one easy to access spreadsheet but I
00:31:10
don't believe that any of the championship series have been >> at least 6040 or or or if they are it's
00:31:17
been very close like maybe 6139 I generally speaking I mean teams in baseball are very very close it's not
00:31:24
like the NBA uh I can't think of the paper right now who the three analysts who
00:31:31
analyzed best of seven series and the NBA and estimated that for MLB to have the same record of better team advancing
00:31:41
as the NBA did that they would have to play something like best of 76 series. >> I think that was Michael Lopez who did
00:31:48
that. >> Yes, that's it. I couldn't remember. >> He he basically said I mean he's listen
00:31:52
because there's so much more spread in the NBA you have uh you don't need that
00:31:56
many games to resolve who's better but because the the differences in quality
00:32:00
in in any given game in MLB are much more compact. you need way way more more games to to
00:32:06
>> or not even any I mean certainly the spread I mean in any given game I don't
00:32:11
know you'd probably go above 6040 but by the time you get to the conference series
00:32:15
>> selecting for teams where I doubt I mean I'm I'm not surprised to hear 6040 is
00:32:19
kind of the limit of what you kind of differ from the coin flip of course I wouldn't go beyond 40 55 45
00:32:26
>> I'm going to play the game with you Dan that I always do with Audi and Shane so
00:32:30
Dan let me do it with Shane and Audi and and you just listen on and then I'll get
00:32:33
your comments. So guys, we just heard 5446. I'm going to give you another piece of information and you tell me how
00:32:40
this would move things if at all. The Brewers were the best team in baseball. They were. And they had a better wreck
00:32:48
than the Dodgers. That move your probabilities at all? No. All right. How about this?
00:32:52
>> Over over an even schedule? >> No. >> Okay. How about the following?
00:32:57
The Brewers were 6 and0 this year against the Dodgers. No. Audi, is that worth anything to you?
00:33:08
>> Yeah, I think that's worth a little bit. Tiny bit, but a little bit. I mean, the
00:33:12
real question, Shane, is it nothing or is it is it I think it's worth a percentage point.
00:33:16
>> Yeah, I guess. You know, again, when I think about Dan, I want to hear actually
00:33:21
I want to hear what Dan has to say first. >> Dan, what's your thought? Is that worth
00:33:24
any like in the I'm not saying it should. You heard Audi and Shane say if it has something, it's tiny. Is there
00:33:29
somewhere in the zip system that has the fact that the Brewers are 6 and0 this year against the Dodgers?
00:33:36
>> Well, directly no. But that's not necessarily right. That's just something that it's
00:33:42
probably too small for me to model in a meaningful sense because Zips is trying to get the underlying reasons why a team
00:33:48
might be better. But I can't say it doesn't really move it at all because
00:33:51
Thomas Baes will will come back and come out of the grave and and punch me in the
00:33:56
face. >> Right. Of course, it has to move it a little some way. The question is by how
00:34:00
much. I mean, listen, I to Toronto was a beast against the Yankees all season and
00:34:05
they beat them in the playoffs. And I I mean, sometimes that the teams are I mean, we we have a hard time putting our
00:34:11
finger on exactly what it is, but there are different there are archetypes of players and pitchers and game styles and
00:34:18
>> yeah, I guess >> it must matter a little bit and we have some revealed information.
00:34:22
>> If I told you if I told you again, I'm let me frame it a different way.
00:34:28
If I told you that team A was 6 and0 against team B, I'm not going to tell you who the teams are. Team A had a
00:34:35
better record in the regular season than team B. Team A and team B are part of the last
00:34:40
four teams remaining. Team A and team B are playing each other. And team A is plus 850 and team B is
00:34:51
plus 120. You'd be like, there's some to do here. I mean, somebody would say
00:34:57
something about something seems miscalibrated. Dan, let me give you the first comment on this on my simplistic
00:35:04
analysis. I'm stripping off the names of the teams. I'm just giving you the data
00:35:08
from this season. It must be because, and told us this before, if you correlate payroll with winning, it's
00:35:16
very correlated. If you if you look at priors, obviously the Dodgers had a much stronger prior than the Brewers. Is
00:35:23
there some other explanation I'm missing? >> Not necessarily. At least one that I
00:35:29
think that a model can actually meaningfully address. Uh because these generalized models are are very useful,
00:35:36
but again, we're we're talking about all models are wrong, but some models are
00:35:39
useful. Uh and there might be something that let's say there's a particular
00:35:45
style issue that causes the Brewers to have a better record against the Dodgers. Even if we on some level can
00:35:51
feel that, I'm not sure we can necessarily isolate it because it's it's
00:35:55
hard to isolate these reasons for things, it's what I always tell people coming into the season about a
00:36:01
projection is that if a player hits 300 or I project a player to hit 300 and they actually hit 300, I still don't
00:36:07
actually know if I was right. I still don't really know if they were truly that was the underlying probability in
00:36:12
any given atbat was 30%. or if they were actually truly a 27% hit guy who got lucky or a 33% guy who who who showed
00:36:21
real decline. So, you never really know the real answer in a way. I mean, there's lots of
00:36:26
tools to to, you know, evaluate our conditional probabilities, but I don't necessarily think that
00:36:33
it's it's in the gut. I hate to use the word gut, but there's just some little
00:36:39
nudge here and there that models necessarily can't really pick up super well. Let me let me ask you one last
00:36:44
question then we'll uh kind of let you go here. Um what do you see happening?
00:36:48
There's a lot that could be going on in the off season, but like is there any
00:36:52
player when you look at their prior on what fan graphs or the zip system might project for them and now you look at
00:36:59
their posterior cuz the 2025 season, let's forget the playoffs just for a second. The 2025 season is over. What
00:37:06
players if any have moved the most between your prior and posterior? like who like and possibly who may cash in on
00:37:14
that in free agency. They could be those could be independent questions, but I'm
00:37:18
just wondering who have you updated the most. Peter Lonzo has actually improved quite a bit when you look at the he's
00:37:24
kind of arrested a a gradual decline. Uh but it's interesting in a way because I
00:37:30
still don't really have a real good feel. I mean, I've talked to agents on
00:37:34
this issue of just how much his market has recovered. Uh because last year Zips was actually pretty close on the
00:37:40
contract he eventually got with the Mets and I was really really surprised by that. I thought, oh, Zips is going to
00:37:46
miss by like $70 million on him. Uh and it didn't. And I was a little confused
00:37:51
by that because there's certain things you expect to be wrong about when there's the vibes. Uh and I think he's
00:37:58
going to get a bigger contract than he did last year. Also, there's there's no
00:38:01
free agent compensation attached. But when he's talking a seven-year deal as
00:38:06
he has initially, I don't know if it's recovered that much. So, I'm really
00:38:11
fascinated uh to to see what actually happens with his contract this off season. He'll do better, but I would be
00:38:17
really surprised if he got seven years, but I've been surprised before just maybe actually while we have you might
00:38:24
as well get Do you have any, you know, stated projection, maybe you've made it
00:38:28
already on how you see the uh playoffs going? >> Uh yes. Uh, Zips actually likes the
00:38:34
Mariners before before the game. Obviously, it likes it them better now. Uh, right now Zips has them at SE as
00:38:42
Mariners at 7228 over the Blue Jays. Uh, and then the Brew the Dodgers 5446 over
00:38:49
the Brewers. Uh, it has depending on what the matchup is. Uh, if we just look at Blue Jays Dodgers, uh, Dodgers go up
00:38:58
5545. Uh, Zips actually likes the Brewers a little more than the Blue Jays. Uh, but you know, there's a lot
00:39:04
that could go wrong for a team in that 45%. >> Well, Dan, we'd like to thank you for
00:39:10
joining us here on Morton Moneyball. We've been talking to Dan Sorski. Dan is
00:39:14
a senior writer at Fan Graphs, the developer of the ZIPS projection system. Dan, as always, thanks for your insights
00:39:20
and thank you for joining us here on Wharton Moneyball. >> Always fun. Thanks for having me.
00:39:25
>> Welcome back. Welcome back to Wharton Moneyball, the Wharton podcast network
00:39:28
edition. Today's been an interesting show in the way we've taped it. We had
00:39:32
15 minutes of open segments of which Shane was going on appropriately about potential of Drake May and the New
00:39:40
England Patriots. Ai was lamenting as he has a right to about the Yankees and the
00:39:46
high volatility and a little bit about Trent Gisham. And then of course for the last 25 or 30 minutes or so we've had
00:39:51
Dan Sorski on. Dan is a senior writer at Fan Graphs, the uh developer of the ZIP
00:39:57
system. So now we're going to go back for the last 15 or 20 minutes to the open line segment here on Wharton
00:40:02
Moneyball. Um I'll go next. So um I'm going to go to tennis because everybody
00:40:09
knows I love tennis and um this was crazy what happened in tennis. So, just to remind all of our listeners
00:40:19
here on Morton Moneyball, there are multiple levels of tournaments in professional te tennis. Everybody of
00:40:26
course knows the majors, right? There's Wimbledon, US Open, French Open, Australian Open. You might as well call
00:40:32
those 2,000 level events. The reason I'm call I'm not I'm using the number 2,000
00:40:37
is if you win them, you get 2,000 points. Then there's the one that's just below
00:40:43
that of which there's about eight or nine in a year and those are called masters 10,000 events. Notice it's half
00:40:48
but a thousand points is a lot in tennis. Then there's what's called the
00:40:53
ATP 500 events. Then there's even 250 events. Notice I'm having there are 125
00:40:59
events but the major players don't really play in them. Those are the major level events. So, there are players that
00:41:05
you guys know, many players that you guys know that have never won a Masters 1000 event. It's actually quite hard,
00:41:14
especially now, like for 20 years, you are going to have to beat at least one if not more of the big three because
00:41:21
they're all and I'll include Andy Murray and Stan Roinka and other guys because
00:41:25
they're playing all playing the Masters 1000 events. And now, of course, you
00:41:29
have Alcarz and S. And so, that's not going to be easy. and Jookovic is still
00:41:33
playing. So, you're going to have to beat one of those guys. Well, I don't
00:41:37
know, AI, if you saw this. I did not. Okay. What would be I know Shane has. What would be a surprising
00:41:45
ranking? Like, how low a ranking do you think you could get for someone to win a
00:41:51
mass 10,000? Let me just give you a piece of information. Alcarz chose not to play in this one, so
00:41:58
that helps. He did not play in it. He had won just in China. and he won a 500 event in China. Tweaked his ankle a
00:42:04
little bit, decide not to play in this Masters 1000. Dinner played but had to retire in the
00:42:10
second round injured. Bookovich played in the event, but like what ranking do you think someone who could win the
00:42:19
event might be? 20, 30, 50. What do you think? >> All right. So, we actually discussed
00:42:24
this um um not too long ago with one of our tennis guests. Okay. And my hypothesis was that um there's still a
00:42:32
lot of dominance um outside of the top three um relative to the bottom of the a half of the top 20. But the our experts
00:42:41
seem to think that that wasn't the case that you really get um tremendous dominance at the upper top and then it
00:42:47
and then it and then it's it's it levels out. >> So I think probably 20 in a masters
00:42:54
event I would say. Yeah, the number is 204. Oh my god. The guy that just won, Valentine Vashro,
00:43:03
was ranked number 204 in the world. He beat Holgaruna, who's number six. You
00:43:10
may have heard of him. He beat NovakJokovic. You may have heard Yeah, you may have heard of him. And then,
00:43:17
interestingly, he played his first cousin who's ranked about 50 in the world, this guy Render Kanesh. They're
00:43:26
literally first cousins. They're sisters or mothers. They're they played each
00:43:29
other in the finals. Render Kesh had beaten five seated players to get to the finals, but a person ranked 204
00:43:40
won a Mast's 1000 event. Now, let me just say he's now ranked number 40 in
00:43:45
the world, just to show you how much a thousand will get you. And of course, I say this is life-changing, not just
00:43:51
because of the $1.2 million he gets. That's it's twice the amount he had won
00:43:56
in his entire career. The guy's 26. He's not 18. It's 26. It's twice the amount
00:44:01
he had won. But he now gets into every event. So, he gets into every major. He gets into every mast's 1000. He gets
00:44:10
into any 500 event he wants. He doesn't have to go through qualifying, which by
00:44:13
the way, he wasn't even in qualifying for this. Just let me remind you guys for a 128 person event like this they
00:44:22
let usually like 110 people in based on rankings and the last 18 have to play their way in. He was an alternate. He
00:44:30
wasn't even in the list of people that could play their way in if somebody dropped out. They just had some local
00:44:37
guy who was kind of around. >> This would be like a Would this be like an amateur winning the US Open?
00:44:44
like like the analogy like yeah in yeah in golf I'm trying to kind of give an
00:44:48
analogy to like you know because that's something at least we've seen amateurs
00:44:51
come on and >> do well you know like you know I kind of feel like >> I you know I don't know if that's the
00:44:58
right analog or if it's even more rare what just happened is even more rare than
00:45:02
>> you should know Audi no masters events been around for about 30 40 years this
00:45:05
is the lowest rank to ever win >> right so I I have two remarks first of all golf has more variance way more
00:45:10
variance than tennis there's I mean you have the putting randomness which is unbelievable uh and
00:45:16
and can make a huge difference. So um I would have imagined that amateurs have won made professional tournaments in
00:45:22
golf every rarely but every now and last amate there >> this is the US Open though.
00:45:27
>> Yeah there have been amateurs that have won professional golf events but I don't
00:45:32
think if an amateur's ever well Bobby Jones in 1920s won the major >> No. Yeah. I mean I more recently I feel
00:45:37
I feel like every every few years there's an amateur that like I mean of course the amateurs aren't going to be
00:45:42
playing in the Masters or whatever. It's kind of you know it's the conditions for
00:45:46
this to happen are >> the person that wins the person that wins there is an amateur championship
00:45:51
>> that person automatically gets to play the Masters. So actually there are and
00:45:55
there's like a couple others like I'll make it up the South American amateur
00:45:58
champion. There are three or four people that amateurs that do get to play the Masters every year. So the real question
00:46:05
about about this is what as a post let's be bas what's my posterior I would
00:46:11
imagine that something we misranked him in some way. >> Yeah. Well that's that's I was going to
00:46:15
ask like what was his trajectory before he got to 204. I don't know how far the
00:46:19
but if this guy was just on crazy ascent or something. >> So he'd been playing for years and yet
00:46:24
he's still I mean this doesn't make sense. Tennis is a game with lots of
00:46:28
ladders of of levels of of quality. 204 is nothing like a 50 usually nothing like and 50 isn't like 10. So that's a
00:46:42
lot of ladders to jump. And so >> I tell you I'm reading it right. This is
00:46:46
look it's we I know you guys have some skepticism of AI which you should but
00:46:50
let me just here's some data from AI. So um he's increased steadily in January of
00:46:56
2022 he was in the top 500 in the world. Then in January of 2024, he was in the top 200 in the world. And then by May of
00:47:05
2024, he had reached 116. That was the highest he had ever gotten. Then he slipped back down to 204 because of
00:47:12
injuries. So that's it. That's his That's his entire All right. Well, at least he had been
00:47:20
one 116 and he had a pretty strong improving trajectory which was set back by injuries. So you
00:47:26
>> Yeah. Maybe maybe he just had like a long-term kind of crime like some kind
00:47:29
of injury like we're looking at him post some like correction that really made a
00:47:34
huge difference. >> I know you're doing something that a good basian would do which is that look
00:47:38
we can't refute the data. He won. Now the question is what's an explanation
00:47:43
for it? You've given a couple. One is the distribution of talent is really really flat. We don't really believe
00:47:48
that but that is one possibility right? Another possibility is his true ranking is not 204 and that you know had he not
00:47:57
been injured for part of 2025 maybe he would have been 50 or 60 in the row. Now that still would have been unlikely but
00:48:03
not the four sigma unlikely or more we might be talking about here and this is what scientists do. You you you you come
00:48:10
up with alternative hypotheses some of which are more plausible than another. And this one seems quite plausible. Can
00:48:17
I can I ask a sample size question in tennis, Eric, cuz you know these ranking systems better. Like how many now
00:48:23
tournaments in a row of like first place like first first round exits would he have to pile up? You said he's now at 40
00:48:30
or somebody said he's like at 40 in the world now >> to get to to knock him back down to 200.
00:48:35
How many bad performances does he like how how much was this performance worth and kind of like and sort of in the
00:48:41
almost like I guess the inertia of the ranking system? >> Well, I'll tell you I'll give you an
00:48:45
example right now. That's a great great question. Here's what I can tell you
00:48:48
with certainty. He cannot go below for the next year. Let's assume that the number of points are fairly stable
00:48:57
across the different rankings, right? So, um he pretty much can't go below about 50 in the world or 55 because
00:49:08
that,020 points he has stays on for a year. So even if he gets zero zero zero zero zero zero and remember he's going
00:49:18
to have he's not going to play 51 weeks but he's going to have that many weeks
00:49:23
of opportunity to get I mean cuz he's in every tournament he wants to play. So it
00:49:29
would take a long time now for him to drop cuz that it just happened and it stays on for a year. He's gonna he's
00:49:37
he's changed. That's what I meant when I said he's changed his career. Like even
00:49:40
if he has a bad year, he's probably going to stay in the top 100, which will
00:49:45
also get him into tournaments for another year. And I hate to say it, the guy's 26, he ain't 18. You know, maybe
00:49:51
he's not. Yeah. Everyone says, "Well, Jookovic plays till he's 38." Yeah,
00:49:55
right. Okay. Well, Pete Sampas played till he's 31. Most players are done by
00:49:58
27, 28. This guy has changed the last three or four years of his career, for sure.
00:50:06
And that's amazing. Please. >> Uh yeah. Well, I was actually one of the
00:50:11
things we actually kind of touched on it a little bit. Um that the tennis ranking
00:50:15
systems in particular have a lot of uh sort of built-in randomness that are due to, you know, decisions to play certain
00:50:23
tournaments and not play them. They're not really what we would call power rankings. Um which
00:50:29
>> they have both. They have they have the live rankings which tend to have a
00:50:32
smaller window to them and then they have the one that I just described to Shane where the points stay on for a
00:50:38
certain period of time. >> Right. But I'm I'm curious to know what
00:50:42
like what >> like what an ELO system would do. >> Yeah, an ELO system or or or just
00:50:47
someone's power ranking a regression based uh forecast that says this is how
00:50:51
good we really think you are. And I would I would imagine that his 204 was quite probably quite different from what
00:50:57
his power ranking or ELO based or whatever system >> like what residual would that have in
00:51:01
like an ELO or something like that. Yeah. No, that's a great question. >> And this is actually interesting because
00:51:05
this is one of the problems with these systems is that um it it sometimes takes into account lack of play um or a new
00:51:14
player when he comes online, we don't know what to do with him, so we give them often a very low score. Well, here
00:51:18
I can tell you right now again this is not I I can't see the number based before this tournament but I just went
00:51:26
to the ATP rankings which is an ELO based system tennis abstract.com. I've talked about them before. Um it has
00:51:33
Vashiro this guy at number 43. Now that's not very far from his other ranking but how far that move Oh, let me
00:51:42
click on his name. Let me see if it has a time series and like like let's see
00:51:45
how far it probably does. Hold on a second here. Well, it I if I'm reading this right, I
00:51:54
may be reading this wrong. Fans here on Morton Moneyball. No, it had him at 204.
00:52:00
It had him like at 200. I assume. Oh, I don't know what. Let me I I don't know
00:52:04
what V rank is. So, maybe this is different. Maybe his rank was different before this. Oh, I see. So, it's
00:52:12
actually changing his ranking. Oh, this might be his opponent's rank. I think these are his opponent's ranks.
00:52:19
Yeah, no, no, sorry. That's just who he beat. Well, let me just tell you according to the ELO system in the round
00:52:24
of 64, right? He beat the 82nd player in the world, then 17, then 23, then 31, then 11, then five, and then 54.
00:52:37
>> That's not bad. Like what what again? Player A, player B. If one was at at 20
00:52:42
and one was at 200, what would you say the odds were for a single match? >> 95% at least.
00:52:50
>> First thing that came into my mind was 99%. I would say 2% chance that the
00:52:54
200th player in the world beats crazy. >> There's no way he was a he was a go into
00:52:59
that >> tour. But we we we've we've definitely the null hypothesis that he's a right
00:53:05
>> Well, that's what I was about to say, Shane. All for our listeners out there,
00:53:08
Audi's computing the P value under the null. Audi does not believe, as he said
00:53:12
many times in 11 and a half years, a one in a million events happen. And so there's no way the 200th ranked player
00:53:19
beats five, six players in the top 20. Not no way, but like with very very small odds. Therefore, you have to then
00:53:27
say maybe the null of him being 200 is just not true. >> Yeah. I mean the question is is it
00:53:34
should you have revised it in the middle of the tournament right I would have >> well that's well that's another thing
00:53:41
>> certainly advance after that first round or something like that also once he beat
00:53:45
Djokovic at that point you know I don't know I mean I understand Jookovic has
00:53:48
good days bad days but even the bad Jookovic is still pretty darn good and so >> you know so Eric let me ask you a
00:53:54
question because you go to a lot of tournaments and watch a lot of tennis um are you able to see with your eyes when
00:54:03
you're watching two players that one is substantially better skilled than the
00:54:08
other as opposed to just looking at the score. >> Yeah, it's a great question. Let me tell
00:54:13
you what you can tell. You can tell a lot about who's hitting the ball harder
00:54:18
because you a it's just the speed off the racket. You can also hear the difference. Like that's what I do, Audi.
00:54:24
Sometimes I'll close my eyes and I'll try to guess which side is hitting the
00:54:28
ball. You can see that. What you can also see and this is where I can see that Jookovic I understand now I look we
00:54:36
can get tennis experts at some point we're going to have Paul Anakone on he would answer this as well one thing I
00:54:41
know for a fact and the data would suggest this that Jookovic is doing worse is what they call getting out of
00:54:47
the corners which means player a different his opponent hits the ball deep into the corner historically
00:54:54
Jookovic would stretch hit the ball back and be back at the tea be back at the center he can't get out of the corners
00:55:01
now because for him to stretch out far enough to get to a ball. By the way, same is true for squash. The the best
00:55:08
players get pinned in the corners but come out of the corners fast. Jookovic just at his age now. It's movement. It's
00:55:16
not that he can't hit the ball hard and it's not conditional on him getting
00:55:20
there. He doesn't hit as good a shot. He does not get to the ball. He's a step
00:55:24
slower out of the corners and that means everything in the world of tennis. The answer is yeah. That's the wonderful
00:55:30
thing about tennis. There's things you can do that um at the live event, you
00:55:35
can tell who's hitting it harder, you can tell who's moving better, you can
00:55:38
tell who's able to recover from being in a defensive position more. All of that
00:55:43
is available and motion tracking data would be able to answer all of that. Well guys, it's been kind of an hour
00:55:50
here on Wharton Bunny Ball and the Wharton podcast network. Uh it's been a great show today with 15 minutes of open
00:55:56
segments. Um, I don't know how much baseball we're going to be talking about
00:55:59
now since we know the Reds >> Oh. Oh, yeah. Phillies knocked out. You're not going to be paying attention.
00:56:05
I'm going to be talking baseball for the next couple weeks. >> All right. Well, we we'll talk some
00:56:09
baseball, but I think we got to talk some NFL today. We got to talk about the Patriots. We didn't even get to talk
00:56:14
about the 5-1 Bucks who absolutely beat who have the best quarterback in the NFL, Baker Mayfield. Right now, we
00:56:19
didn't get to talk about that, but we got to talk with Dan Savorski about the
00:56:23
zip system and projections for the season. We got talked about tennis. So, lots of great stuff. So, on behalf of
00:56:28
myself, Eric Bradlo, on behalf of my co-host today, Shane Jensen and Aie Winer, on behalf of Kate Massie, who
00:56:34
will be back next week. Thanks for joining us here on the Wharton Podcast Network here on Wharton Moneyball.
00:56:40
[Music]

Episode Highlights

  • Drake May's Impact on the Patriots
    Shane Jensen expresses excitement over Drake May's performance and potential as a franchise quarterback.
    “Drake May was absolutely incredible.”
    @ 01m 08s
    October 23, 2025
  • Tom Brady's Legacy
    A debate on the contributions of Tom Brady and Bill Belichick to the Patriots' success.
    “I’ve always given a lot of credit to Tom Brady.”
    @ 03m 01s
    October 23, 2025
  • Aaron Judge's MVP Candidacy
    Discussion on Aaron Judge's impressive season and his chances of winning the MVP award.
    “Aaron Judge is about the two to one favorite in the betting markets to win the MVP.”
    @ 11m 11s
    October 23, 2025
  • Uncertainty in Projections
    The discussion highlights the challenges in accurately predicting player performance and team standings.
    “The future is very uncertain.”
    @ 17m 46s
    October 23, 2025
  • ZIPS Projection System Explained
    The ZIPS projection system uses predictive algorithms to forecast player performance, akin to weather forecasting.
    “It’s just to kind of peer through the fog a bit.”
    @ 18m 57s
    October 23, 2025
  • Trent Gisham's Surprising Season
    Gisham hit 34 home runs this year, a significant increase from his previous performance.
    “ZIPS projected Gisham at the 87th percentile.”
    @ 20m 07s
    October 23, 2025
  • Brewers' Projection Challenges
    The Brewers have had the least accurate projections over the last five years, complicating forecasts.
    “The biggest problem with projecting team standings with the Brewers...”
    @ 27m 41s
    October 23, 2025
  • Model Limitations in Sports
    Discussion on how models can't always capture the nuances of player performance.
    “There’s just some little nudge here and there that models can’t really pick up.”
    @ 36m 35s
    October 23, 2025
  • Shocking Tennis Upset
    A player ranked 204 wins a Masters 1000 event, shocking the tennis world.
    “Oh my god. The guy that just won was ranked number 204 in the world.”
    @ 43m 01s
    October 23, 2025
  • The Odds of Winning
    Discussing the improbability of a low-ranked player defeating top competitors.
    “There's no way the 200th ranked player beats five, six players in the top 20.”
    @ 53m 16s
    October 23, 2025
  • Assessing Player Skill
    Exploring how to visually gauge player performance during matches.
    “You can tell who's hitting the ball harder just by the speed off the racket.”
    @ 54m 16s
    October 23, 2025
  • Jookovic's Decline
    Analyzing how age affects Jookovic's movement and performance on the court.
    “Jookovic just at his age now... he's a step slower out of the corners.”
    @ 55m 22s
    October 23, 2025

Episode Quotes

  • I’ve always given a lot of credit to Tom Brady.
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game
  • What leads you to the playoffs?
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game
  • We don’t actually know the underlying probability.
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game
  • There’s just some little nudge here and there that models can’t really pick up.
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game
  • A player ranked 204 just won a Masters 1000 event!
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game
  • There's no way the 200th ranked player beats five, six players in the top 20.
    Baseball’s Analytics Revolution: What the Yankees’ Struggles Reveal About the Modern Game

Key Moments

  • Open Line Segment00:25
  • Aaron Judge MVP Talk11:08
  • Gisham's Surprise19:40
  • Contract Predictions38:11
  • End of Segment39:25
  • Odds Discussion52:48
  • Player Skill Assessment54:13
  • Jookovic's Performance55:22

Tension Over Time

Words per Minute Over Time

Vibes Breakdown