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How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes

January 08, 2026 / 01:07:55

This episode of Wharton Moneyball features discussions on sports statistics, coaching, and player performance, with hosts Eric Bradlow, Shane Jensen, and Audi Winer.

The hosts reflect on the year in sports statistics, highlighting the increasing use of advanced metrics in broadcasting and awards. They mention the Wharton Sports Business Journal and the contributions of early researchers in sports analytics.

Shane Jensen shares his excitement about Drake May's performance with the Patriots, discussing the team's unexpected success and the role of coach Mike Vrabel. They analyze the Patriots' playoff chances and compare them to other teams in the AFC.

Audi Winer expresses disappointment in the Jets' performance and questions the assessment of player quality, particularly focusing on Sam Darnold's career trajectory. The conversation shifts to the unpredictability of team performance and the impact of coaching.

The hosts also touch on the Colorado Avalanche's impressive record, Nikola Jokic's potential as one of the greatest NBA players, and Tiger Woods' future in golf as he turns 50.

TL;DR

The hosts discuss sports statistics, player performance, coaching impacts, and notable trends in sports for 2025.

Episode

1:07:55
00:00:01
Welcome, welcome to Wharton Moneyball
00:00:04
here on the Wharton podcast network.
00:00:06
This is Eric Bradlo, professor of
00:00:07
marketing, statistics, and data science
00:00:09
here at the Wharton School. I'm here
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today with my 11 and a half year
00:00:12
collaborators on Wharton Moneyball, but
00:00:14
of course a lot longer than that as
00:00:16
friends and colleagues. I'm here today
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with Professor Shane Jensen, Professor
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Audi Winer, both professors of
00:00:21
statistics and data science. Some
00:00:23
combination of the three of us and Cade
00:00:24
Massie are here every week on Wharton
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Moneyball. And of course, this is the
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last show of 2025 as we're sitting here
00:00:31
on December the 30th recording the show.
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It's been a great year of interesting
00:00:36
things in statistics and data science,
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especially applied to sports. Even more
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so happening on telecast now, even
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broadcasters using them more and more,
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including more in writing. Uh something
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I talked with Aaron Shatz about last
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week on the show, we're starting to see
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award winners even more reflective of
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advanced statistics. So it's been a and
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you know we now have thanks to Audi and
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Wasabi we have a Wharton sports business
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journal here at the Wharton School which
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has supplemented the already great
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publications that are happening at the
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application of statistics data science
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and sports of which I think it's fair to
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say the two of you I wouldn't say the
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pioneers but the two of you were in the
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early boat legitimizing statist the
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application and methodological
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development of statistics and data
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science and sports and so uh it's great
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to be on the show with you guys for the
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last show of uh 2025.
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>> Yeah, I I'll take the acknowledgement.
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Shane and I we did remember that years
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back when Shane had first started as a
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professor and we got money from ESPN um
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to do research into baseball statistics.
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That's the paper that we wrote I think
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is still maybe my top favorite paper of
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all time.
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The only reason the only reason I didn't
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call you guys the pioneers is of course
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you know uh Shane remembers I mean we
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were both graduate students at Harvard
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stat uh Fred Meller had written many
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many papers of course the original Efron
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and Morris shrinkage estimation paper
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uses baseball data um you know our
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former colleague and you know friend who
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passed away recently Dave Schmidline
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wrote a number of papers including you
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know can a hot goalie take you win you
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the Stanley Cup. So the only reason I
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was saying is I was pulling you guys in
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the first wave or in that
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>> we weren't the first to do sports at
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>> No, no, no, no. And of course a mutual
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>> your son's very old as well. So that
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can't can't be
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>> and also we all have a mutual connection
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to this person. Of course, one of my
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adviserss, one of Shane's adviserss, Hal
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Stern, obviously did a lot of work in
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there. Obviously, his PhD adviser was
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Tom Cover, someone that Audi knew
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extremely well. Tom Cover is is uh is
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possibly one of the most influential
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statisticians in my career. Not only did
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I uh go to Stanford because he was a
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professor there, but I did research
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information theory because that's what
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he did. And he wrote one of the classics
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and I today we kind of we don't we
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discount it, but he wrote one of the
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most original and beautiful papers in
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baseball analytics um called the
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offensive erra. It's a classic paper
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from 1975.
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Hm. I I it's not a paper I've seen, but
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I will look. The stuff of Tom's that I
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was familiar with is because I, you
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know, I was dabbling in lottery stuff.
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He had done a lot of work there. Uh
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specifically what h how do you infer
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sell entries of a contingency table? You
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only observe the margins, which is the
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classic thing, you know, for the
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lottery. They tell you how much how
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frequently each number is used in the
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lottery, but they don't tell you the
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probability of the n tupils. Like they
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will not give how many times, but how do
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you infer something from that? So I
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became familiar with a lot of his work
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uh but not the offensive erra one. I I I
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paper it's it's cover and king. We could
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devote a um we could we can devote a
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session to talking about it some future
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time. We could also talk about how how
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the oldfashioned method that they used
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wouldn't would be um just too simplistic
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for today's analyses. But uh listen, he
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also, you know, Kofer was right there
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with Shannon and Thorp inventing
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gambling um techniques to be used in the
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casinos. And I remember going to his
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house as a grad student. He showed me
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the old roulette um device that they had
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made made to predict what fraction of
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the wheel they expected the ball to land
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in with excess probability. And they
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would let they would use that to uh
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place bets on a roulette wheel.
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Incredible. and they just f felt it was
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too risky. I mean, because of course it
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was monumentally illegal to use that
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kind of device, [laughter]
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but but they they they were doing it.
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And of course, Thorp um who was at MIT
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wrote the first book called Beat the
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Dealer on on how to beat blackjack.
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Impenetrable book. Today, you can you
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can ask Chat TBT to make you an expert
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in a few hours. Um but back then, he had
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that book and it was impossible to
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decipher. And I remember spending quite
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a bit of time learning how to be a a uh
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a a a competent card counter from that
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book. Um it kept the the pool of people
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able to do it low because the barrier to
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entry was so high.
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Probably a good thing for all. Well
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guys, we always um today we don't have a
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guest on the show. Uh it is December the
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30th or we could have gotten a guest. I
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figured why not just you know you guys
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are the guests. So, I figured I'd take
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this opportunity to, you know, what
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caught your eye in sports. And of
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course, we always do it from a
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statistics angle because we're a sports
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and statistics show here. So, Shane, I
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thought why not? Let's start with you
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and we'll just alternate between you and
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Audi and I might chirp in every now and
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then with some stuff, but Shane, let's
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just start with you.
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>> Well, I mean, obviously, I guess what's
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caught my eye. I'm absolutely over the
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moon with Drake May and the Patriots
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this season. And I mean, the my
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expectations were low at the start of
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the season. I think most people's word,
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but to have somebody who is in the MVP
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conversation and to be a team in the
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conversation for the number one seed in
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the conference, I just I I mean, it's
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one of the many I think very unexpected
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things uh to happen this season. Not not
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the least of which is kind of some of
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the sort of top contenders not being
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anything uh this year. So, yeah. So, I
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guess that's what's kind of caught my
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eye. I continue to be amazed by the run
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they're on. And maybe you get you can
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kind of temper my excitement a little
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bit or something. Tell me something that
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you know makes me not absolutely gaga
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over this Drake May situation for
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potentially the next 10 years.
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>> I would think something you might be
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equally happy about and I'd love your
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thoughts on this. Maybe just from a
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statistical perspective or even if it's
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I I don't know that I'm looking for a
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precise answer, but how you think about
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it, I think you have to be equally happy
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that Mike Frabel's the coach
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>> because you know, you put in an average
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coach there and you know, it's hard to
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know what the counterfactual is, but
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it's not obvious that there's a 13 and3
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team sitting there. It's not obvious.
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You know, Mike Frabel's relatively young
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for a coach and he's got a long way to
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go. He could be there for all of Drake.
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Matter of fact, if he's rational, he
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should be there for all of Drake May's
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career. How do you think about the role?
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>> No. No. I mean, I I think you it speaks
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to I think the difficult like, you know,
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kind of the good fortune I guess the
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Patriots perhaps have had here or just
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the difficulty of turning around a
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franchise that had like a top three pick
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in the last like three or four drafts is
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that you need to kind of, you know,
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teams that are that bad usually need
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both the coach and the quarterback kind
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of like refreshed. And getting both
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those kind of an elite level version of
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both those at the same time is not an
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easy feat. And of course they correlate
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with you know kind of I I I think they
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feed back on each other once you uh have
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them together. But again, the I guess
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good luck basically that the the
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Patriots have had that I think that's
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really facilitated their quick
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turnaround. Whereas I think the Jets
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might have had I think the Jets had a
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good coach and uh you know Salah a
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couple years ago but not the good
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quarterback and they you know it's hard
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lining those things up.
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>> So let me ask you a question now. Um how
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much do you basianly update? In other
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words, I think we all know last year I
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think they were three and 14 or whatever
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they were last year. They weren't a good
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team last year.
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>> Yeah. Um, let's suppose this year your
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prior might have been, well, Drake May
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is going to improve. You know, you got
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Mike Brael, maybe there would be a 500
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team. Well, let's put this way. I think
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a reasonable confidence band might have
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been between six to 10 wins somewhere in
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that band. Um, they've obviously
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exceeded that, but now that they're in
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the playoffs,
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possibly at least the two seed, maybe
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the one seed. I think they've locked in
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at least the two.
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>> Yeah.
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>> Yeah. Well, well, I mean, I Yes. I think
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Jacksonville can maybe catch them, but I
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mean
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>> Oh, you're right. Maybe. So, okay. But
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they're one of the top.
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>> I mean, they're hosting they're
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certainly hosting a home their first
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they're hosting game in the divisional
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round at the minimum.
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>> Um and and possibly uh skipping uh the
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uh wild card round two. They still could
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>> right how much
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how much do you believe they have a
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legitimate chance to win the Super Bowl?
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>> I mean, it seems very wide open. I I
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mean I I can talk myself into it. I I
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mean and Audi probably wants to jump in.
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I I they haven't I would love to see
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them beat more good teams. You know,
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they haven't did they did not play the
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toughest schedule.
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>> Just so you know, Aaron Shats just on
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before just to interrupt just for one
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second statistic. I think I tweeted out
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or exed out on W Moneyball last week.
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Aaron Shatz had an interesting stat
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which was this Patriot team up till last
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week. I assume the same might be true
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has the third easiest schedule since
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1978.
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Like it's a fact. Like that's
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>> Yeah. I mean it's certainly not going to
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look harder after last week.
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>> Yeah. Right. So now maybe it's the but
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I'm Yeah. Go ahead, Audi.
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>> I mean so this is what this is what
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confuses I mean, all season long people
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thinking that that we're saying that the
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Patriots are the best the I mean, the
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the the most overrated team g I mean,
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given their opponents
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>> and they just, you know, and there's
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been and this is a short season. I mean,
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no matter how you slice it, we've got 16
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games, not a lot, right? And the
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standard deviation in a football game is
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about 14 points. So, what how truly good
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are they? And and and that would be the
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my question.
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>> I think that is the primary question. I
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I would just say that that all all the
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AFC teams I think it's just particularly
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wide open the year that all the AFC
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teams kind of have also questions. I
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mean, Denver has had a tougher schedule,
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but has been barely ekking out their
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wins and, you know, I mean, if you had
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to talk I mean, they would probably be
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my pick to go to the Super Bowl, but
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like but you know, I could certainly
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argue that the Patriots could beat them
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in a game, you know, and and and
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similarly, you know, the I mean, the the
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Jaguars, I mean, think about all the
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top, you know, the teams that are going
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to be playoff teams. I think you could
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argue certainly um the pay I bet you the
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Bills will be something like the sixth
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or seventh seed and will probably be
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favored in like every
00:10:54
>> Let me just let me just bring let me
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just bring that up by the way. It's
00:10:57
actually something very interesting. So
00:11:00
um this is something that's fascinating.
00:11:01
I did I did just use chat GPT for this
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but it's not that anybody could do this.
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It's not that impressive a thing. So
00:11:09
right now the betting favorite
00:11:11
for the Super Bowl, the betting favorite
00:11:13
to win the Super Bowl are the Rams plus
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475. Now they lost yesterday to the
00:11:20
Falcons.
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>> They're going to be like the five or six
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seed, right?
00:11:24
>> They're likely the six. They could be
00:11:26
the five. So I just want to say this
00:11:28
again to everybody and I want to add a
00:11:30
couple stats from Aaron Shats and then
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Audi get your perspective on this. Right
00:11:34
now, they're the betting favorite
00:11:37
as potentially the six seed facing the
00:11:40
world champion Philadelphia Eagles on
00:11:42
the road. Okay.
00:11:46
According to Aaron, according to his
00:11:48
DVOA metric, which he invented, you
00:11:51
know, it's something that pretty well
00:11:52
known in the analytics literature in
00:11:54
football, the Seattle Seahawks
00:11:58
and the um Rams, according to sorry, the
00:12:02
Seahawks and the Rams, according to him,
00:12:05
by the way, are two of the strongest
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teams like in the top 10
00:12:10
ever by his metric. So do you find it
00:12:12
odd and I also this is something I did
00:12:14
do by the way I did ask chat GPT took it
00:12:18
only about 15 seconds to do I told it to
00:12:22
uh provide me a plot on the x-axis of
00:12:25
the betting line implied probability so
00:12:28
on the x-axis is you take the betting
00:12:31
line you get an implied probability of
00:12:33
winning the super bowl on the y ais is a
00:12:37
strengthbased probability of winning the
00:12:39
super bowl now we can define what that
00:12:41
is it ended up using some ver some
00:12:44
amalgam of ELO and other based ratings
00:12:46
from profocus NFL.com etc. I asked to do
00:12:51
a bariat scatter plot for me and I also
00:12:54
asked it maybe to Shane's point tell me
00:12:57
the and so then asked to put a 45 degree
00:12:59
line on the plot and then tell me which
00:13:01
team is farthest from the 45 degree
00:13:04
line. It turns out, by the way, it's got
00:13:06
the Bills being the farthest, meaning it
00:13:09
has the Bills to Shane's point
00:13:13
stronger than the implied betting odds
00:13:16
by the largest gap of any team. So, Aie,
00:13:20
any
00:13:22
>> hold on just just sure I'm correct. So,
00:13:24
I understand very clearly what the
00:13:26
implied odds of winning the Super Bowl
00:13:27
are. That's easy. Um you're using now a
00:13:30
probability of winning the Super Bowl
00:13:32
using using essentially a statistical
00:13:34
model. Is that
00:13:36
>> so what it did is I'll tell you what I
00:13:38
asked it
00:13:38
>> and then I'll aren't the probabilities
00:13:41
pretty small.
00:13:41
>> They are small. I'll tell you what it
00:13:43
did.
00:13:44
>> So I just this is literally I always
00:13:46
think it's important when you tell
00:13:47
someone you used a large language model.
00:13:49
What exactly was your prompt?
00:13:51
>> Here's exactly the only thing I asked
00:13:53
it. I'll say verbatim to our listeners
00:13:55
here on Morton Moneyball. I mean,
00:13:57
tomorrow will be a different answer
00:13:58
anyway, even if it is.
00:13:59
>> Yeah, of course. But here's what I said.
00:14:01
I said, provide me a plot of betting
00:14:04
line implied probability on the x-axis
00:14:08
versus strength probability on the y ais
00:14:11
for each team to win the Super Bowl. And
00:14:14
so, and that's what it did. And I know
00:14:18
what it did because it now that chat GPT
00:14:22
5.2 into thinking mode exists. It's
00:14:25
telling me what it's doing at each step.
00:14:28
So, I'm watching it. I'm not just
00:14:29
getting the output of this. I'm watching
00:14:31
it. It's creating a simulation. It
00:14:34
simulated 10,000 playoff scenarios going
00:14:38
forward and simulated those out based on
00:14:41
strength parameters from an amalgam of
00:14:43
NFL.com, Profoot Focus, and ESPN. That's
00:14:47
how it got the strengthbased
00:14:48
probabilities. And the other ones it got
00:14:51
from I think it was BM MGM and some
00:14:53
other and some other betting line.
00:14:55
That's that's what it did.
00:14:58
>> No. So did you adjust for the vig
00:15:00
directly or did you not bother with
00:15:01
that?
00:15:02
>> Good question. It automatically now
00:15:05
adjusts for the vig when it it I didn't
00:15:08
tell it. I just told all our listeners
00:15:10
exactly what I typed in. It in its
00:15:12
thinking adjusts for the vig when
00:15:15
computing those Super Bowl-based
00:15:17
probabilities. In other words, it know
00:15:19
it it adds up to more than one because
00:15:21
of the vig. It renormalizes it because
00:15:23
of the vig. It does that automatically
00:15:26
now when you ask it to give you an
00:15:28
implied probability.
00:15:29
>> I assume the point is that the bills are
00:15:32
are are the bills the one that are the
00:15:34
most diff.
00:15:34
>> Yeah, they're most likely to win.
00:15:36
They're the biggest they're much more
00:15:38
likely to win according to the
00:15:39
statistical model than the implied.
00:15:42
>> That is correct.
00:15:44
They're the most under underbet team if
00:15:48
you want to call it that. They should be
00:15:50
they should have a better betting odds
00:15:52
than given the strength model uh
00:15:55
predicts. Uh they have the largest
00:15:56
deviation from the 45 degree line. Now
00:16:00
now the betting odds have to do with um
00:16:02
how much action there is. So on some
00:16:04
level you can say it's because they're
00:16:06
being underb, right? Not enough people
00:16:08
are are taking them. Um or it could be
00:16:10
that the statistical models have see
00:16:13
things that the public just doesn't
00:16:14
agree with.
00:16:15
>> I'm kind of fascinated on the other side
00:16:17
here that the Rams
00:16:19
um are the you said where the betting
00:16:22
market comes.
00:16:23
>> They are there. This is from from the
00:16:24
from ESPN and FanDuel. The Rams are the
00:16:28
number they're both at they're plus call
00:16:31
it 475.
00:16:33
>> Because you know the number uh the two
00:16:34
other teams in their division are
00:16:36
playing off for the number one seed.
00:16:38
Well, that's that's why I brought up
00:16:40
this upcoming weekend. So, I think
00:16:41
that's why I'm speaking to you guys.
00:16:44
>> I I mean, I I I don't know if again,
00:16:46
this is maybe uh
00:16:48
>> that is interesting. I don't know if
00:16:49
there's some kind of built-in
00:16:51
>> um you know, Stafford effect or
00:16:53
something like that, though. He
00:16:54
certainly looked uh less than impressive
00:16:56
uh last night.
00:16:57
>> Well, let me ask you guys a question.
00:16:59
How much value do you guys place?
00:17:02
Suppose I say the following. Um, I'm
00:17:05
going to keep the teams the same because
00:17:06
obviously if you take Stafford off the
00:17:08
team and you put some average
00:17:09
quarterback on it, obviously the Rams
00:17:11
are very different. How much value do
00:17:13
you put on, you know, let's look at it.
00:17:16
Rams, Shawn McVey has won the Super
00:17:19
Bowl. Denver Broncos, Shawn Payton has
00:17:23
won the Super Bowl. Mike Frael, I know,
00:17:25
hasn't won the Super Bowl as a coach.
00:17:27
He's won it many times as a player.
00:17:28
>> Tommy Mc has also lost the Super Bowl.
00:17:30
>> He's also lost the Super Bowl. Yeah, but
00:17:32
he's been he's been to the Super Bowl
00:17:34
and he certainly has his teams have
00:17:36
performed well in the Super Bowl. Do you
00:17:38
guys put any value on the coach, let's
00:17:42
call it let's even winning the Super
00:17:44
Bowl cuz maybe that's a that's too
00:17:46
specific a metric. How about playoff
00:17:49
success? Like suppose we did the
00:17:50
followup the po I'll give you another
00:17:52
coach that's won the Super Bowl. How
00:17:54
much would you change the Rams odds or
00:17:57
the Broncos odds if I told you Mike
00:17:59
Tomlin was the coach of their team?
00:18:02
Well, I I mean,
00:18:04
>> he's won the Super Bowl. I
00:18:05
>> I mean, obviously, I think playoff
00:18:07
success does move the needle a bit,
00:18:09
especially coaches that have
00:18:10
demonstrated playoff success. At the
00:18:12
same time, you know, I think the McVey,
00:18:15
it's based much more on what we know
00:18:17
McVeyy's body of work in general than
00:18:19
his particular playoff success. For
00:18:21
example, Nick Serriani, I bet you has a
00:18:23
better playoff record than Shawn McVey
00:18:26
or than probably anybody we're talking
00:18:28
about right now. consider him based on
00:18:31
that like probably the best playoff
00:18:32
record of any playoff coach out there
00:18:36
right now. Would you consider him the
00:18:37
best head coach kind of among the
00:18:39
playoff teams? Obviously not or at least
00:18:41
I wouldn't either. So
00:18:42
>> no I would not.
00:18:43
>> So I I kind of think it's you know
00:18:45
there's a lot of small sample randomness
00:18:46
to kind of play off record. Shawn McVey
00:18:48
has been around for long enough where I
00:18:51
think yeah I think his body of work both
00:18:53
regular season and playoffs clearly
00:18:55
suggest he's elite coach. Let me just
00:18:57
stick with the Patriots for a second.
00:18:58
Then Audi, I want to get to you about
00:18:59
what caught your eye in sports. There's
00:19:02
an going to be an interesting debate
00:19:03
about the MVP of the league this year. I
00:19:06
think it's down to one of two players. I
00:19:07
think everyone agrees it's either going
00:19:08
to be Drake May or Matthew Stafford. I
00:19:11
think that's likely to be true. Okay.
00:19:13
What's interesting, back to the
00:19:15
analytics versus not
00:19:18
passing yards, Matthew Stafford.
00:19:22
Touchdown, Matthew Stafford. touchdown
00:19:24
interception ratio Matthew Stafford. But
00:19:27
if you look at any let's call it more
00:19:29
advanced metric
00:19:31
>> any rate stat
00:19:32
>> Drake may
00:19:34
>> so I think it's going to be fascinating
00:19:36
and by the way not that there's let's
00:19:38
call let's we all look at there's a
00:19:40
recency bias I don't think particularly
00:19:42
Matthew Stafford paid particularly well
00:19:44
in the game last night against Atlanta
00:19:46
and I would say I don't know um I'll
00:19:49
just put what Shane put in the rundown
00:19:52
May was the first player in NFL history
00:19:53
I understand it's you know they p cherry
00:19:56
picked these He threw for five plus
00:19:58
touchdowns, 250 plus yards, and
00:20:00
completed 90% of his passes in the game.
00:20:03
Not bad.
00:20:04
>> Yeah, he was out of the game by the
00:20:06
middle of the third quarter.
00:20:07
>> Right. So, I all I'm saying is I think
00:20:12
this will be another piece of evidence
00:20:15
because based if if I just took the
00:20:17
names off and I just provide you the
00:20:19
advanced statistics, I think Drake May
00:20:22
would win the MVP this year. I do. I
00:20:24
personally, it's not about deserve it. I
00:20:27
actually do not think he will win
00:20:29
because I think Stafford leads in the
00:20:31
traditional metrics, especially
00:20:33
touchdowns by so many. I think it'll
00:20:36
just overwhelm it. But that's just my
00:20:37
opinion.
00:20:38
>> Yeah, you're probably right. Um I I I
00:20:41
think it's kind of similar to, you know,
00:20:42
kind maybe like the Mike Trout uh um
00:20:45
Miguel Cabrera kind of, you know, MVP
00:20:48
race from a few years ago where Miguel
00:20:50
Cabera, you know, Mike Trout kind of had
00:20:52
the sort of rate stat like was was was
00:20:55
dominant but Miguel Cabrera was, you
00:20:57
know, had had these kind of gotty kind
00:20:59
of totals.
00:21:00
>> Absolutely.
00:21:01
>> So Audi, what caught your eye? Why don't
00:21:02
we move on to you? I mean, not that by
00:21:04
the way, this is the nice thing. We've
00:21:05
talked about we talked about the
00:21:06
Patriots in some sense, but we got to
00:21:08
talk a little bit about coaching. We got
00:21:10
to talk about, I'll call it advanced
00:21:12
stats for the MVP versus kind of more
00:21:14
traditional stats. We got to talk about
00:21:15
the Rams and maybe they're the um you
00:21:18
know, they're the third, you just
00:21:20
pointed out the third best team in their
00:21:22
division and they're the favorite to win
00:21:24
the Super Bowl according to the betting
00:21:26
odds. They're the third. Forget again,
00:21:28
you might say, well, strength is they're
00:21:30
the third best in their division. They
00:21:33
play other teams in their division the
00:21:35
same as Seattle and the 49ers do.
00:21:38
They're in the same division.
00:21:41
>> All right. So, a lot of things have
00:21:42
caught my eye. I I I'll start at the
00:21:44
bottom. Um the Jets, that's my my
00:21:48
defunct my def de facto favorite team or
00:21:51
historically the favorite team. Um how
00:21:54
awful they've been and is just sort of
00:21:56
disappointing and also considering I I
00:21:59
been spending time thinking about Sam
00:22:00
Darnold. If you're thinking if Aaron
00:22:02
Shat says the Seahawks are this, you
00:22:04
know, one of a great team, how could how
00:22:08
does Sam Darnold go being so bad with
00:22:10
the Jets to being I mean, I don't I
00:22:12
don't think he's particularly
00:22:13
extraordinary with the with with
00:22:15
Seattle. I mean, he's had a very good
00:22:17
season, but and so it makes me wonder
00:22:20
like how how good are we really are at
00:22:22
assessing the quality of these players?
00:22:24
And I think that reflects back on our
00:22:26
discussion about Drake May. I mean, what
00:22:28
do we really know? It does. It this
00:22:30
season does seem to be like ex with the
00:22:33
exception of some very awful teams
00:22:34
including the Jets, the Giants, the
00:22:36
Raiders. Um, and if you look at it,
00:22:39
there's there's at least three or four
00:22:41
horrible teams. There's a a whole bunch
00:22:44
of teams top 10 that are not necessarily
00:22:47
that distinguishable from each other.
00:22:49
Um, and then I mean I watched the the
00:22:51
Eagles game um on uh Sunday and they're
00:22:54
not a good team. I mean they're they're
00:22:57
not a good team. Um
00:22:59
>> they have a defense. They have a good
00:23:00
defense. Can
00:23:01
>> they have a good defense and by and
00:23:02
defense just just to talk about as
00:23:04
general defense is the least predictable
00:23:07
aspect of a football team. And I mean
00:23:09
that not only from next season
00:23:12
>> to next season that doesn't predict
00:23:14
well. But even next game it doesn't
00:23:16
predict that well.
00:23:18
>> Um so what do we really know? And so I
00:23:21
I'll turn it to you. Um uh is the Jets
00:23:25
are the Jets problems so managerial
00:23:29
coachwise ownership? What do you see the
00:23:31
problem there? I mean I mentioned them
00:23:33
but Jets pay people just I mean they put
00:23:35
their hand on their back and they go h
00:23:38
it's really a weird feeling. I mean what
00:23:40
is it?
00:23:41
>> I so let me first say it's it's I don't
00:23:44
I don't buy particularly any of that
00:23:47
franchise stuff like franchises matter,
00:23:49
ownership matters. um them having first
00:23:52
class facilities matter, but obviously
00:23:54
the Jets have a great market, infinite
00:23:57
wealth, um all of that. I think you have
00:24:00
to I go back to what Shane said earlier.
00:24:02
The Jets sooner than later have to
00:24:05
decide whether Aaron Glenn is the coach
00:24:09
that can build and turn around that
00:24:11
team. Because if he's not, what's going
00:24:14
to happen is you're going to draft
00:24:17
probably, you know, uh, another
00:24:19
quarterback, right?
00:24:21
>> Yep. Yep. You are. And now the question
00:24:24
is, if he can't develop that
00:24:26
quarterback, maybe it's the
00:24:28
quarterback's no good or maybe Aaron
00:24:30
Glenn's no good as a coach or who has
00:24:32
offensive coordinator is no good. Shane,
00:24:34
I know you wanted to jump in, please.
00:24:35
Yeah, I mean I would just sort of I
00:24:37
think what the Jets have exhibited over
00:24:40
the last like like part of their
00:24:42
continual mediocrity and I think it's
00:24:44
kind of partly the age we live in I
00:24:47
suppose is there there's no patience,
00:24:49
you know, like like Aaron Glenn's got
00:24:51
like a year or two before, you know,
00:24:54
he's going to get canned and he doesn't
00:24:56
look I mean I mean, you know, I'm not
00:24:58
really I don't think he necessarily is a
00:25:00
keeper, but you know, part of the
00:25:01
reason, you know, the Darnolds, you
00:25:03
know, and and the Gino Smiths and
00:25:05
everything of the world is that you've
00:25:06
got like a year or two to really hit big
00:25:09
or you've got essentially a year to hit
00:25:10
big in New York in the New York market
00:25:12
or or you know all of a sudden the
00:25:13
pressure is on you starting to be
00:25:15
considered a bus. I kind of like look at
00:25:17
some of some of the like like Pton
00:25:18
Manning's first year. Look at look at
00:25:21
like or or Rogers sitting for a few
00:25:23
years. Like there's like a lot of I I I
00:25:25
think we
00:25:25
>> Tom Brady's first year
00:25:28
>> that's not I I I mean sure if you want
00:25:31
that for the standard, but like I I
00:25:33
think people like need to be more
00:25:35
patient with quarterbacks and recognize
00:25:37
that they'll often struggle because
00:25:39
they're usually on a bad team um coming
00:25:41
out of the draft and and you kind of
00:25:44
have to build a whole organization
00:25:46
around them. And I think, you know, the
00:25:48
Jets keep kind of hoping for a quick fix
00:25:51
or like, you know, that a number one
00:25:52
will come in without support and like,
00:25:54
you know, just be awesome out of the
00:25:55
gate. And sometimes that does happen.
00:25:57
You know, there there have been, you
00:25:59
know, teams that have kind of hit very
00:26:01
quickly like that. But I I think
00:26:03
>> I think there doesn't seem to be a lot
00:26:05
of long-term vision there.
00:26:06
>> Well, I'm going to say I'm gonna let me
00:26:08
say one thing about Sam Darnold, then I
00:26:09
want to ask a question. So, let me start
00:26:11
with Sam Darnold. So, I just saw
00:26:12
something a stat the other day. There
00:26:14
are only six quarterbacks in the history
00:26:17
of the NFL
00:26:19
to win 13 games two seasons in a row.
00:26:23
Okay, Jim Darnold is now one of them.
00:26:26
Now,
00:26:28
great. Maybe it's teams around him.
00:26:30
Maybe they're be he's being coached
00:26:32
well. Now, of course, Brady's on that
00:26:33
list five times, but let's I'm just I'm
00:26:36
counting Brady just once. I'm not
00:26:37
counting Brady five times. But
00:26:40
Sam Darnold
00:26:42
is one of six quarterbacks on two
00:26:45
different teams now. By the way, he may
00:26:48
be the only to do it on two different
00:26:50
teams
00:26:51
to win 13 games in a row twice. I mean,
00:26:54
it's incredible. I mean, at some point,
00:26:56
you have to give something to Sam
00:26:58
Darnold. Great. Maybe he's a system
00:27:00
quarterback. Great. He's a system
00:27:02
quarterback that maybe win 14 games and
00:27:04
be the number one seed in the NFC.
00:27:06
Just make sure you didn't say he's
00:27:07
hasn't won 13 in a row two seasons in a
00:27:10
row twice.
00:27:11
>> He's won 13 in a row.
00:27:13
>> But I'm saying we're two different
00:27:14
teams. Yeah, he's done it twice last
00:27:16
year and this year he's still got a game
00:27:18
to go. But I'm saying he was the Vikings
00:27:21
quarterback last year and now he's
00:27:22
>> Yeah.
00:27:23
>> And that was my point. I mean, he's not
00:27:25
just good. He's very good yet we all
00:27:27
thought of him as terrible with the
00:27:29
Jets.
00:27:29
>> That's my point. Really?
00:27:30
>> Maybe I'll give you another name you
00:27:32
speak to. Tell us again the whiner
00:27:36
rating system of Trevor Lawrence. Maybe
00:27:39
it takes a little bit of time and how's
00:27:41
Trevor Lawrence playing? How would you
00:27:42
feel? By the way, if you're the Jaguars
00:27:45
right now, I know there's there's
00:27:47
probably half a dozen teams there if I
00:27:49
know the Patriots would be one of them.
00:27:51
If you're the Jaguars, you wouldn't
00:27:53
trade Trevor Lawrence for anybody right
00:27:54
now.
00:27:55
>> No, like not remotely. But my question
00:27:57
is this. Let's maybe But there's a
00:28:01
handful of teams that
00:28:03
Yeah. No, no, no. I'm saying there's a
00:28:05
handful of teams that would make that
00:28:07
same statement. The Chargers might make
00:28:09
that statement. The Patriots would
00:28:10
definitely make that statement, but the
00:28:12
Jaguars are now one of those teams that
00:28:14
would make that
00:28:15
>> like top 10 quarterback. Finally.
00:28:17
>> Oh, yeah. Let me let me ask you guys a
00:28:19
statistical question. Yeah.
00:28:20
>> Know, one of the things that we brought
00:28:22
often in baseball, we have these ways of
00:28:24
measuring the quality of a player
00:28:26
outside of their quality of opponent and
00:28:29
quality of the team around them. for
00:28:30
baseball, it's easy because the their
00:28:32
their players around them don't matter
00:28:33
that much. Opponents matter um and we
00:28:36
and we and we can adjust for that and we
00:28:38
can generally measure the quality of a
00:28:39
player in the abs in the in the outside
00:28:42
of their context.
00:28:44
>> Have we gotten any qu ability to do that
00:28:46
for quarterbacks? Is there any way to
00:28:49
really question
00:28:51
measures?
00:28:52
>> Well, the problem with EPA, and I'm I'll
00:28:54
bring this up. problem with EPA is
00:28:57
you're if you do you really care about
00:29:00
EPA or do you really care about
00:29:02
>> I mean are you ask
00:29:05
yes I mean as as a peripheral as a
00:29:08
ratebased peripheral it's kind of like
00:29:10
do I really as a pitcher do I really
00:29:11
care about strikeout rate I mean yeah
00:29:15
>> but that is kind of like pretty what I'm
00:29:18
trying to do
00:29:19
>> let me try to answer your question
00:29:20
because I looked at this so if you also
00:29:23
look in the rundown down. Although I had
00:29:25
a mistake. I I I don't know. I was
00:29:26
dreaming the Bucks were 6-1 at one
00:29:28
point. They were 6-2. Whatever this Let
00:29:30
me type in again what I asked chat GPT.
00:29:35
How has Baker Mayfield's quality of play
00:29:38
declined from when the Buccaneers were I
00:29:40
should have said 6-2. 6-2 until now?
00:29:44
Please be specific on what metrics you
00:29:46
are scoring him on. Is there any way to
00:29:49
know whether it is in quotes his fault
00:29:52
or whether it is due to poor coaching or
00:29:54
a poor offensive line? So, I only copied
00:29:57
the first half of what it showed, but
00:29:59
Audi, it gave me a bunch of metrics
00:30:03
that it thinks are predictive of
00:30:05
quality. His yards per attempt has gone
00:30:07
down. His passer rating's gone down. His
00:30:09
completion percentage has gone down. His
00:30:11
interception rate has quadrupled. His
00:30:14
touchdown rate has been flat. his sack
00:30:16
rate has gone up. And so it also had a
00:30:19
bunch of other more advanced stats that
00:30:22
I I probably should have put there. But
00:30:25
it
00:30:25
>> it probably doesn't have it probably
00:30:27
doesn't even have access to PFF, but his
00:30:29
PFF kind of grades per game have been
00:30:31
going down.
00:30:32
>> It had it had PFF grades, but it did. By
00:30:34
the way, this is beauty. By the way,
00:30:36
look, just because I'm Morton's vice
00:30:38
dean of AI doesn't mean I'm all in. But
00:30:39
let me just say I'm sort of all in.
00:30:40
>> No. Yeah. Yeah. You understand? For
00:30:43
those of you that have access to it,
00:30:45
>> use chat GPT 5.2 thinking mode. And and
00:30:49
let me just say why. It's I'm not saying
00:30:51
its answers are perfect, but I'm saying
00:30:54
you get to watch in real time its
00:30:57
thought process. It's literally telling
00:30:59
you step by step. So even said Shane, it
00:31:02
it's almost said in like you and I were
00:31:03
speaking. It said, "I'd love to have PFF
00:31:07
data, but that's behind a firewall."
00:31:10
>> It said that. Okay. Yeah. So I I did
00:31:13
some play. Let's get back to the So the
00:31:16
metrics. The reason I brought it up is
00:31:17
those are metrics.
00:31:18
>> Yeah. No, the thing is so but let's go
00:31:20
back to my question. Those metrics would
00:31:22
say that Sam Darnold was bad when he was
00:31:25
with the Jets and now he's good with the
00:31:28
two teams that he's been very good with
00:31:29
the Vikings and Seattle. What I'm asking
00:31:32
for is it because Sam Darnold is now
00:31:34
better
00:31:36
or is it because we just weren't
00:31:37
evaluating him properly? Well, I mean,
00:31:39
clearly for now,
00:31:41
>> I think you can conclusively say and and
00:31:44
he also was not good with Carolina, if I
00:31:46
remember correctly. I mean, he's been
00:31:47
around.
00:31:47
>> He was not
00:31:48
>> um
00:31:49
>> the Jets did not put him in his in the
00:31:51
best position to win. That that's a
00:31:54
pretty safe statement. I mean, the
00:31:55
ceiling on Sam Darnold has been
00:31:57
demonstrated to be much higher than the
00:31:59
Jets could even, you know, muster. So,
00:32:02
that I I mean, there's obviously an
00:32:03
organizational effect here, I think.
00:32:06
>> Well, let me ask you a question. We've
00:32:07
seen it happen not just to Sam Darnold,
00:32:09
Gino Smith, you know, I mean,
00:32:12
>> let me ask you guys both a question.
00:32:14
When evaluating Sam Darnold or any such
00:32:17
quarterback, will you allow me to
00:32:19
compute a set of metrics, but I'm in a
00:32:23
condition on various things? For
00:32:26
example, I might condition on a bin of
00:32:29
win loss records, or I might condition
00:32:32
on the team making the playoffs. And so
00:32:35
how does his metric how do his metrics
00:32:39
look compared to other quarterbacks that
00:32:43
have played on similarly successful
00:32:45
teams? And I won't even use postseason I
00:32:48
won't use postseason outcomes. I'll use
00:32:50
let's take all teams that have won 10
00:32:52
plus games. Look at the metrics of their
00:32:54
quarterback. look at in a multivariate
00:32:57
way where Sam Darnold lies on those
00:32:59
multivariat distributions and try to say
00:33:03
is Sam Darnold good compared to
00:33:06
quarterbacks that have been on
00:33:08
successful regular season teams. Is that
00:33:10
a fair to condition on that and do it
00:33:11
that way?
00:33:12
>> I mean yes and one one piece of
00:33:13
information we that have already
00:33:15
conditioned is you know that previous
00:33:17
MVP discussion we had even though he is
00:33:19
on a 13- win team did Sam Darnold come
00:33:22
up at all?
00:33:24
So we kind of implicitly know his
00:33:27
metrics are perhaps, you know, not what
00:33:31
we at least see as driving the success
00:33:33
of his team.
00:33:36
>> You have more do you have another way of
00:33:37
so I mean my my here's what I would love
00:33:39
if I if I had if I were the, you know,
00:33:42
the the uh the oracle or the you know
00:33:45
the deciser who can decide what I can
00:33:47
observe. I would love to observe to know
00:33:49
how much pressure there is on a
00:33:50
quarterback
00:33:52
>> on every play and and I want it. Well,
00:33:54
can you um
00:33:55
>> You can you can get it publicly on on
00:33:57
every play. How much?
00:33:59
>> Yeah, you can get some good proxy
00:34:02
pocket last. I Yeah, I should have
00:34:04
printed this out when I asked the
00:34:06
question about Baker Mayfield. The
00:34:08
advanced stat it had was pocket pressure
00:34:11
rate, how he did against pocket
00:34:13
pressure. Those were stats that it was
00:34:15
found. No. So those are aggregate
00:34:17
information. What I would like to do is
00:34:18
on every play, every drop back, every I
00:34:21
want to know how much pressure and I
00:34:22
want to know how open the receivers were
00:34:24
and and and so what I'm trying to do is
00:34:26
get something that's like like a what we
00:34:28
would call in baseball peripheral. Like
00:34:30
how good at you are doing your your
00:34:32
basic job, which is open. Exactly. PF,
00:34:37
right?
00:34:37
>> No, PFFs does that. Yes, they do that
00:34:39
with with ratings by by raiders. They
00:34:42
like look at it and they Yeah, they they
00:34:44
do that. You can get a B you can't the
00:34:46
peripheral you can get is a B kind of a
00:34:49
a binary count variable but playbyplay
00:34:52
did they do a good job or not as graded.
00:34:54
Yeah.
00:34:54
>> But you would agree that we're not far
00:34:56
away from a
00:35:00
video enabled large language model
00:35:03
trained by humans to be able to ingest
00:35:07
film data. Determine some definition of
00:35:10
pocket pressure. determine some
00:35:13
definition of how open the receivers
00:35:14
are. Determine some definition of
00:35:17
expected yards gained given this
00:35:19
situation. I mean that data will become
00:35:22
like even if it's not PFF doing it. Um
00:35:26
somebody could
00:35:28
that AI that is what AI is
00:35:32
extraordinary at. It's trained to do
00:35:33
that some blackbox version of that soon.
00:35:37
>> Yeah. Doing that's what they're doing in
00:35:38
soccer. are doing it in and continuous.
00:35:41
>> Nobody will be telling it to anybody.
00:35:45
>> Yep.
00:35:46
>> Well, guys,
00:35:47
>> all right. But before I let you go, guy,
00:35:49
before you go on to your your I just
00:35:50
want to say just
00:35:52
>> I know this is football football, but we
00:35:54
are at the baseball solstice today at
00:35:57
this very moment. We're exactly halfway
00:35:59
between the last pitch of the World
00:36:01
Series and the first pitch of spring
00:36:02
training. It just needed to be noted.
00:36:04
>> Like it's been a particularly cold
00:36:06
stove. No,
00:36:07
>> it has been the news.
00:36:10
>> Well, guys, since we are I just one
00:36:12
other quick thing. This is not this is
00:36:14
not genius math. I just wanted to see if
00:36:16
it could do what we teach in our basic
00:36:18
stat classes. We obviously have might as
00:36:20
well we should spend a few minutes on
00:36:21
it. We have four NCA games coming up. Uh
00:36:25
NCA football games coming up. Um Oregon
00:36:28
a 2 and a half point favorite over Texas
00:36:30
Tech even though Texas Tech was the four
00:36:32
seed. That's fine. Indiana by seven over
00:36:35
Alabama. We could question, you know, if
00:36:37
we look historically, there's no reason.
00:36:39
I mean, this is another thing like how
00:36:41
much weight do you put on Alabama's
00:36:43
historical success? Should they be less
00:36:45
than a seven-point underdog? We have
00:36:48
Georgia 6 and a half point favorite on
00:36:50
Miss. We have Ohio State 9 and a half
00:36:52
point favorite on Miami. I just asked
00:36:54
Chad GPT a very simple question, which
00:36:57
is what's the probability that at least
00:36:59
one of the underdogs advances? And of
00:37:02
course it can do it can do what I call
00:37:05
you know high school level math stat.
00:37:07
The probability of least at least one is
00:37:09
one minus the probability of none. So I
00:37:12
I put this in the rundown. It actually
00:37:14
computed that. It assumed independence.
00:37:16
It took the betting odds. It implied it
00:37:18
implied win probability. It can I mean
00:37:21
it's not shocking that it can do that
00:37:23
calculation. But I'm just saying you
00:37:26
know it's not like I gave it any real I
00:37:29
didn't tell it where to get the data
00:37:30
from. I didn't tell it to do, you know,
00:37:32
it could have done it in a more brute
00:37:33
force way. All I'm commenting on is that
00:37:37
apparently there's an 81% chance, which
00:37:40
again, if you asked most pe This is why
00:37:42
we need a show like ours in my view. If
00:37:43
you asked most people on the street,
00:37:46
what's the probability that
00:37:49
Oregon, Indiana, Georgia, and OSU are
00:37:52
all going to win? They're going to say a
00:37:56
lot more than 19%.
00:37:59
A lot more
00:38:01
a lot more than 90.
00:38:03
>> You think so? I mean, aren't aren't
00:38:04
don't most people think of the games is
00:38:06
pretty tight?
00:38:07
>> No.
00:38:08
>> No.
00:38:08
>> See, they're one tight game, which is
00:38:11
Oregon, Texas, Tech, and and maybe, by
00:38:13
the way, a lot of people have Oregon as
00:38:15
their prediction to win the whole thing.
00:38:17
Um, and then I, you know, the betting
00:38:19
odds don't have Indiana, Georgia, or
00:38:21
Ohio State as particularly close games.
00:38:24
I don't think anybody would be
00:38:25
surprised. As a matter of fact, if you
00:38:27
remove the Oregon game out of there and
00:38:29
I said, "What's the probability one of
00:38:30
Alabama, Old Miss, or Miami advances or
00:38:34
at least one?" I think that probability
00:38:36
would probably be no more than
00:38:41
one minus.8, so I don't know, uh, maybe
00:38:44
10%.
00:38:46
Yeah, I just felt like most people
00:38:48
thought there of there not being an
00:38:50
overwhelmingly dominant team in uh,
00:38:53
college football this year. I think I
00:38:55
think I remember Kate saying like OSU
00:38:56
and Indiana are significantly above
00:38:59
everybody else this year. We could
00:39:01
debate whether Georgia, you know,
00:39:03
Georgia will be there or not at the end,
00:39:05
but either way, I just thought it was
00:39:06
interesting. I I just thought that it's
00:39:08
not that the calculation was very
00:39:09
sophisticated or getting the data was
00:39:11
that hard or sophisticated. I just
00:39:13
thought it surprising that there's an
00:39:14
81% probability assuming independence,
00:39:17
which by the way, I'm not an
00:39:19
independence guy. I look there's no
00:39:21
reason the game should be dependent on
00:39:23
each other. No reason whatsoever except
00:39:28
>> there's none. Except I can tell a story
00:39:31
where if the first game happens and
00:39:34
let's say you know well it only takes
00:39:37
one of these events to happen for my
00:39:39
event to happen that I asked for. But
00:39:41
let's say Miami plays a really close
00:39:43
game against OSU. Does that give any
00:39:47
increased belief for whatever that's
00:39:49
worth to any of the other underdog
00:39:52
teams? Any rational
00:39:53
>> answer that can I go first? Yeah,
00:39:55
>> I would say yes. It means to suggest you
00:39:57
have model miscalibration. Um, and
00:40:00
remember the same model is applied to
00:40:02
always. Will it
00:40:03
>> exogenous latent variable like it's you
00:40:06
know what
00:40:07
>> crazy monsoon rains throughout of the
00:40:10
United States that don't that basically
00:40:13
you know knowing one game 63 tells you a
00:40:15
lot about the Nets game being 6-3 or
00:40:18
something like that there I mean that
00:40:19
that's an example of something that
00:40:20
could cause
00:40:21
>> No but I think more dependent model if
00:40:24
Miami I mean
00:40:25
>> Ohio's pretty heavily st favored over
00:40:27
Miami. No, that's that's the first game
00:40:29
by the way. That's actually there's
00:40:31
>> if Miami wins.
00:40:32
>> Yeah.
00:40:33
>> Um there there can be one simple
00:40:34
explanation for that is they just they
00:40:36
just you know underdog wins, right? Big
00:40:38
deal. And that's probably the the more
00:40:40
likely explanation. But this an
00:40:41
alternative explanation is your model
00:40:43
was miscalibrated to start with and my
00:40:45
posteriors on on each of those
00:40:48
possibilities will in will change after
00:40:50
Miami victory. And that so if Miami
00:40:52
wins, I would suggest that there's
00:40:55
probably a a greater probability that
00:40:58
I've done something wrong and the the
00:40:59
model is wrong across all of them. And
00:41:01
so I would therefore imagine that the
00:41:04
numbers are that it's more likely.
00:41:06
>> I hadn't thought about this connection,
00:41:07
but let me tell you about a paper I'm
00:41:09
literally just about to submit with a
00:41:11
doctoral student maybe today, tomorrow,
00:41:13
as soon as we finish up a couple things.
00:41:15
So, I'm sure you guys know this in the
00:41:18
this a good statistics point for our
00:41:20
listeners out here on Morton Moneyball.
00:41:22
And again, this is Eric Brado. I'm here
00:41:23
with Shane Jensen and Audi Winer, some
00:41:25
combination of the three of us and Kate
00:41:26
Massie here every week on the Wharton
00:41:28
podcast network. So, you guys know,
00:41:31
let's assume you're being basian for a
00:41:33
second and you assume that your data
00:41:35
generative process is Gaussian. So, a
00:41:37
normally distributed, right? And let's
00:41:39
say you put a prior distribution on the
00:41:42
mean of that distribution which is also
00:41:44
Gaussian. So you have what's called the
00:41:45
standard normal normal model. The nice
00:41:47
thing is they're what's called conjugate
00:41:49
which all our listeners probably know
00:41:50
what I mean by that. The posterior is
00:41:52
normal. But one thing for sure is true
00:41:54
is that the posterior variance has to be
00:41:56
lower than the prior variance. That's
00:41:58
just a mathematical result of the normal
00:42:00
normal model. Now Audi so it turns out
00:42:04
that the minute you move away from these
00:42:06
families that of course isn't true.
00:42:09
Matter of fact, if you just make a
00:42:10
simple assumption of a mixture
00:42:12
distribution as your prior, then that
00:42:14
phenomenon goes away. The reason I bring
00:42:16
this up is I'll use your words. I'll
00:42:18
just repeat back to our listeners what
00:42:20
you just said. Let's suppose Miami beats
00:42:23
Ohio State. So, one possibility is now
00:42:27
I'm less certain about my model. I have
00:42:30
to raise the posterior variance compared
00:42:32
to the prior variance. Now, I've got an
00:42:34
observation that suggests my model might
00:42:36
need a wider variance. Now that means
00:42:38
even if I don't change the mean
00:42:40
strengths of the teams of the other six
00:42:42
teams playing the probability of the
00:42:44
lower team winning would go up just by
00:42:46
the widening of the distribution. And
00:42:49
no, no, I know I'm saying of course
00:42:50
because you're a statistician, but I'm
00:42:52
just pointing out to people that
00:42:54
>> wait and I'm not even sure that your
00:42:56
first assertion is true that the
00:42:57
posterior variance has to be less than
00:42:59
the
00:42:59
>> It is 100% true.
00:43:01
>> Even if even if there's a mean bias
00:43:03
because there's that, you know, the
00:43:04
discrepancy part of it where there's
00:43:05
there's the extra variance blow up if
00:43:07
the prior mean and the data mean are
00:43:09
super misaligned.
00:43:10
>> So there's two ways by the way in a
00:43:12
mixture you can actually get increased
00:43:15
variance. One is if you get a larger
00:43:18
separation of the means which we call a
00:43:20
change in polarity and the second way
00:43:23
you can do it is of course if the uh
00:43:26
within group variances change but under
00:43:28
the standard normal normal model if you
00:43:30
look at the equation for the
00:43:32
posformation information adds so you can
00:43:35
say 1 / sigma^ 2 + 1 / to^ 2 inverse
00:43:40
that's the posterior variance it always
00:43:43
has to be smaller than 1 sigma squar So
00:43:46
the normal normal model always implies
00:43:49
always implies a lowering of variance no
00:43:52
matter what information signals received
00:43:54
and I'm pointing out that that doesn't
00:43:57
recognize the fact that there could be a
00:44:00
model misspecification or other things.
00:44:03
So I'll be happy to send you the paper
00:44:04
Shane. It's also we're going to post it
00:44:06
on SSRN but I find it and the example we
00:44:09
use is I don't know Shane what's your
00:44:11
you live down in center city. You live
00:44:12
in Philadelphia. What's What's your
00:44:14
favorite restaurant in Philadelphia?
00:44:16
>> I like Barcelona down in East Pass.
00:44:19
>> Barcelona. Great. And so you have a
00:44:21
strong belief that it's a good
00:44:22
restaurant with a pretty narrow
00:44:24
posterior. Okay. Because you've been
00:44:25
there a bunch probably and you like it a
00:44:27
lot. And now all of a sudden imagine you
00:44:28
go to Barcelona and you have a bad
00:44:30
experience. You could easily imagine
00:44:33
your posterior variance being a little
00:44:34
bit wider than it was before. But the
00:44:37
normal normal model will never allow for
00:44:39
that. it will only allow for a smaller
00:44:41
posterior variance no matter what that
00:44:44
information signal is. And that's just
00:44:46
an it's a mathematical restriction of
00:44:48
the normal normal model. And the reason
00:44:50
I know this, by the way, I found this
00:44:52
out. I I'll use Audi as an example.
00:44:54
Audi's a brilliant man. I give him an
00:44:56
I'll use the words of educational
00:44:58
testing because I ETSs for a number of
00:45:00
years. I'm giving Audi an SAT. Audi's
00:45:03
getting questions right
00:45:05
right. I think Audi's really smart with
00:45:07
a low posterior variance. I give him an
00:45:09
easy question. He gets it wrong. Well, a
00:45:12
normal normal model will lower the
00:45:14
variance of Audi's ability, but of
00:45:16
course any rational person would
00:45:18
probably raise the variance of now
00:45:20
because now he's gotten now I'm less
00:45:22
sure that he's as smart as I thought he
00:45:24
was. And so I published a paper of this.
00:45:27
This is my first ever academic
00:45:29
publication. I literally in homage to
00:45:31
Fiser and it is related to that. I
00:45:33
called it negative information that you
00:45:35
can actually receive signals that raise
00:45:37
posterior variance but not under a
00:45:39
simple normal normal model.
00:45:40
>> That would also but you would also think
00:45:42
I'm stupider too.
00:45:44
>> Yeah, it would take the mean.
00:45:45
>> Yes. Yes. Yeah. I'm talking purely about
00:45:49
variance stories. Of course I can
00:45:51
compute the posterior mean. I mean of
00:45:53
course that's going to go downward. That
00:45:54
wouldn't surprise anybody. But the and
00:45:56
the normal normal model will allow for
00:45:58
that. It just won't allow for the
00:45:59
variance to go up. It will not allow for
00:46:02
the variance to go up. Either way,
00:46:03
that's a total aside. It was just based
00:46:05
on your point about if Miami were to
00:46:08
somehow beat OSU, we have to put more
00:46:11
variance now in our model beliefs, which
00:46:13
would by de facto raise the
00:46:15
probabilities of the underdog teams.
00:46:17
>> You got it. That's a good that's a
00:46:19
technical explanation for what I was
00:46:21
predicting. Um,
00:46:23
>> I want to say what caught my eye, and
00:46:24
I'd love to get Shane's thought on this.
00:46:25
So, now this is the third week since I
00:46:28
pointed this out.
00:46:30
that the Colorado Avalanche
00:46:33
still only have two
00:46:36
regulation losses. They've played 38
00:46:39
games. They've won 29,
00:46:42
lost two, and lost seven in overtime.
00:46:45
Now, by the way, you might say it's an
00:46:46
equally statistical anomaly that they've
00:46:48
lost seven in overtime given how good
00:46:50
they are. They're on pace for 140
00:46:53
points, which would break the record of
00:46:54
135. But, you know, I say this every
00:46:56
year about halfway and the teams peter
00:46:58
out and they might end up in the high
00:47:00
120s. I mean, there's no way you would
00:47:01
predict that they're going to win 140
00:47:04
points. Shane, just give I mean to me,
00:47:08
they've played almost half the season
00:47:10
and they've only lost two regular season
00:47:14
games. Isn't that nuts?
00:47:17
>> Yeah. I mean, it's it's it's it's it's a
00:47:20
good record. Like you said, I I I feel
00:47:21
like we've done this to ourselves
00:47:23
several seasons now. um in the last like
00:47:25
decade or so where uh I mean first of
00:47:28
all even if they kind of maintain that
00:47:29
pace you know you know like they may not
00:47:32
even want to be a historical pace going
00:47:35
into the postseason because the last
00:47:37
couple teams that were on that
00:47:38
historical pace flamed out in the first
00:47:40
round of the postseason
00:47:41
>> like the Lightning I remember at least
00:47:42
>> Lightning and the Bruins the Bruins who
00:47:44
have the third point record that team
00:47:47
that year they flamed out quick
00:47:48
>> yeah they won they lost in the first
00:47:50
round same as the and they have the
00:47:52
record at 135 points
00:47:54
Yes. Yeah. Yeah. I mean, again, these
00:47:56
are all sort of the 82 game kind of
00:47:59
records or whatever. You know, this is
00:48:01
uh you know, the Montreal Canadians had
00:48:03
like uh I think won like
00:48:06
>> 131 or 132 or something for years for
00:48:08
like 40 years theirs was considered the
00:48:10
real record. But uh but yeah, I mean I I
00:48:13
do think they are on a historical pace.
00:48:15
The specifically the two losses does
00:48:18
yeah stand out. I mean, if they had if
00:48:20
they finished the season with like, you
00:48:22
know, say less than, you know, eight
00:48:24
losses or something like that, that'll
00:48:26
probably be like the loss record
00:48:28
certainly. Um, and I know, I mean, they
00:48:30
they've just been absolutely excellent
00:48:32
uh um looking unstoppable. It just it
00:48:35
does seem I I think it is a curiosity
00:48:37
that the last few years we've seen these
00:48:39
kind of seemingly unstoppable teams roll
00:48:41
through the regular season and then get
00:48:44
immediately stopped. I don't think it
00:48:46
>> is there any reason you see that um any
00:48:48
reason I maybe we've talked about this I
00:48:50
just don't remember why you know I think
00:48:53
it was the the Canadians record was
00:48:55
something like 1977 I may have or 81 or
00:48:58
somewhere whatever '7s
00:49:00
>> in the 70s okay and then that record
00:49:02
held for 40some years and then all of a
00:49:06
sudden now the Bruins broke it and now
00:49:08
we're seeing pot and the lightning had a
00:49:09
great season and then the Bru any
00:49:11
explanation for that I mean just there
00:49:13
are a bunch of really crappy teams
00:49:14
teams. We're seeing the variation in
00:49:16
team strengths go. Is that what's
00:49:18
happening?
00:49:18
>> Yeah, it does seem like that. But I
00:49:21
don't actually know. I mean, we should
00:49:22
need we we would need to get a real
00:49:25
hockey expert on that kind of is looking
00:49:26
at that distribution, I guess, season to
00:49:28
season a little bit more. It could just
00:49:30
be kind of these sort of one, you know,
00:49:33
I mean, c certainly comparatively
00:49:37
to like the when the Canadians were
00:49:40
doing, I feel like the lead is less
00:49:42
dynastic. I mean the Canadians back I
00:49:44
mean this is pre free agency and all
00:49:46
this type of stuff. I I feel like you
00:49:48
you'd kind of think that most of the
00:49:49
sort of forces that are around now
00:49:51
influencing hockey would go towards more
00:49:54
parody not less. Uh but again the tail
00:49:58
behavior of that we can we've sort of
00:49:59
seen in baseball that like you know
00:50:02
there's been obviously a lot of parody
00:50:04
kind of in general I think over the last
00:50:06
couple decades in baseball in terms of
00:50:07
the teams that contend versus not and
00:50:09
some of the forces in play but you know
00:50:12
there still is like occasionally you'll
00:50:14
have a season where there's like three
00:50:16
100 win teams and there'll be like none
00:50:18
the next season. I don't I don't know
00:50:19
the kind of tail behavior even if you
00:50:21
don't necessarily have a even if you
00:50:23
have a relatively stationary system. I I
00:50:25
I don't know what I don't have a good
00:50:27
intuition about that.
00:50:28
>> Yeah. I think as I remember maybe just
00:50:30
go back to baseball for a second. Am I
00:50:31
I'm right. Right. There was no 100 win
00:50:32
team in baseball last year. Right.
00:50:34
>> There was none.
00:50:35
>> And we were shocked. Shocking. Right.
00:50:38
>> Dodgers started off with like 13 wins in
00:50:40
a row or something and they were their
00:50:41
preseason prediction was nearly 100 to
00:50:43
start with and after winning so many we
00:50:45
would have thought for sure they would
00:50:46
have won. We we thought it we made
00:50:48
those.
00:50:49
>> We've also had a couple teams that have
00:50:50
kind of hit historical lows over the
00:50:51
last couple years in baseball. Is that
00:50:53
the new rule or is that just kind of a a
00:50:55
two-off kind of scenario or something?
00:50:57
>> Yeah, I lost that bet. Remember this
00:50:59
year I I predicted I forget who it was.
00:51:01
Was it the
00:51:01
>> Colorado? You thought they would be
00:51:03
>> Yeah, I thought and I don't know how
00:51:04
many did they end up at 50.
00:51:06
>> They they did not set any records. No,
00:51:08
they they
00:51:08
>> was the record, but I I know that I had
00:51:10
predicted I think I predicted like 35
00:51:12
and you guys said they're going to start
00:51:14
winning.
00:51:14
>> Yeah, I just followed Gton. You know, I
00:51:16
regression to the mean in the end of the
00:51:18
day. Hard to top. Well, guys, in the
00:51:20
last few minutes, let me throw out some
00:51:21
topics just to get your reaction to. I
00:51:24
put this in the rundown before last
00:51:26
night's game where he got injured and
00:51:27
now he's out for four weeks. I'm talking
00:51:30
about Nicole Joic, uh, the three-time
00:51:32
MVP of the NBA. Let me just tell you
00:51:35
guys his stats.
00:51:38
29.9 points a game, 11.1 assists, and
00:51:43
12.4 rebounds. He leads the league in
00:51:47
assists and rebounds and he's averaging
00:51:50
30 points a game and he's a center. So
00:51:54
at some point
00:51:56
we're going to have to start Am I wrong
00:51:58
that we're going to have to start
00:51:59
listing this man? I if he hadn't injured
00:52:01
his knee he's literally injured it last
00:52:03
or yeah injured his knee. He's out for
00:52:05
four weeks now. He might have won the
00:52:06
MVP again which puts him at four MVPs
00:52:10
but he's got three. Not bad.
00:52:12
You're an NBA guy. Is this one of the
00:52:14
greatest players in NBA history?
00:52:17
>> I mean, starting to look that way. I I I
00:52:19
think it's kind of um
00:52:22
you know, I mean, I I think with these
00:52:24
er era kind of comparisons, I actually
00:52:26
am not the student of his that NBA kind
00:52:28
of history. Um so I I I guess you know,
00:52:33
if we can kind of try and talk at least
00:52:35
anecdotally about the kind of dominance
00:52:36
he's displaying, what the what what kind
00:52:38
of a historical analog would be. Would
00:52:40
it be kind of Shaquille O'Neal? Is that
00:52:42
kind of, you know, I'm trying to think
00:52:45
of sort of center points and reboundated
00:52:48
in in this gamechanging way. I know
00:52:50
Shaquille probably doesn't have the
00:52:52
point totals, but would that be kind of
00:52:54
the closest analog that we've been
00:52:55
looking at?
00:52:56
>> I think so, except he's a much better
00:52:58
passer. I'm pretty sure I don't know
00:52:59
that this is true. I'm my I'm going to
00:53:02
say a statement and our our listeners at
00:53:04
W Moneyball can say Eric doesn't
00:53:06
remember when this happened. I'm pretty
00:53:08
sure Wilt Chamberlain was the last
00:53:10
center to lead the league in assists.
00:53:13
>> Wow. Yeah. So, that's pretty amazing.
00:53:17
>> I mean, to me, the 11.1 assists are more
00:53:20
impressive for a center than the 30
00:53:22
points and 12 rebounds. I mean, that's
00:53:25
impressive, too. But you I'm sure you
00:53:27
could look it up while I'm speaking
00:53:28
here. I'm I'm I know I know for a fact
00:53:30
Chamber led the league in assists one
00:53:32
year, but it might be the last time a
00:53:33
center led the league in assists,
00:53:36
>> right? And and would you sort of say
00:53:38
like you know physically like is he even
00:53:42
the kind of most unique sort of center
00:53:44
in the league right now because you've
00:53:45
got somebody like Wemmen Yama. So like
00:53:48
you know
00:53:48
>> oh Joe gets can't jump. He can't run
00:53:52
fast. He he's got no lift. Um he's not
00:53:56
particularly muscled. Um might have you
00:53:58
know no I know.
00:54:00
>> Is he he is he the most uninterestingly
00:54:02
dominant player ever? [laughter]
00:54:04
>> Yes. Yeah. I would say that's I I'd say
00:54:07
that's I would say that's fair to say.
00:54:09
You know, it's also, you know, since I'm
00:54:11
a big Larry Bird fan, I was always a fan
00:54:13
of his that and partially because of
00:54:14
that they always said, you know, Larry
00:54:16
Bird couldn't jump, he couldn't run
00:54:18
fast, you know, um, etc. But his
00:54:21
knowledge of the game, you know, and his
00:54:23
ability to lead teams, I think when I
00:54:26
see Jokic play, I'm just, you know, guy
00:54:28
almost never makes the wrong play.
00:54:30
Either way, I just think we have to
00:54:31
start talking to him about the best
00:54:32
ever. Um, I you mentioned golf. We have
00:54:35
to, you know, in homage to him today.
00:54:38
Um, today's Tiger Wood's 50th birthday.
00:54:42
>> Wow. Congrats.
00:54:43
>> Young man. Young man. You know, you have
00:54:45
to remember for me, Tiger Woods, we were
00:54:47
both at Stanford at the same time. Um,
00:54:49
so
00:54:51
>> his undergraduate and your graduate
00:54:53
school.
00:54:54
>> Yeah. I I was finishing my graduate
00:54:55
degree. But here's my question.
00:54:58
>> Yeah. something magically happens in the
00:55:00
world of golf which could help Tiger
00:55:02
Woods when you turn 50 is there's this
00:55:04
thing called the senior tour
00:55:06
big advantage you get to use a cart and
00:55:08
we know part of the challenge is he says
00:55:10
I can swing a club I just can't walk
00:55:12
well you can use a cart third they only
00:55:14
second they only play three rounds
00:55:17
instead of four so
00:55:21
this is one of those interesting
00:55:22
questions like I mean he can still play
00:55:24
the Masters by the way and he can still
00:55:26
play all the majors I think I'm going to
00:55:29
make a forecast here. I think he moves
00:55:31
to the senior tour just because his body
00:55:33
he just I mean he has played one
00:55:34
tournament in two and a half years. He
00:55:36
could play as many senior tournaments as
00:55:37
he wants and then plays the four majors
00:55:40
like if he comes back why Shane any
00:55:42
thoughts?
00:55:43
>> Yeah. No, I mean the only thing I would
00:55:45
sort of say is you know we don't know
00:55:47
kind of like motivation for actually
00:55:48
coming back you know I mean he he could
00:55:51
just ride off into retirement. He
00:55:53
certainly got the accolades and
00:55:54
everything like that. I think it will be
00:55:56
kind of whether his accumulated injury
00:55:57
history if he can kind of have that more
00:56:00
great you can kind of put it together
00:56:02
physically for the for the senior tour.
00:56:06
I mean it would be wide open. I mean
00:56:08
he'd instantly be favor, right? I think
00:56:11
coming into that uh situation. So um so
00:56:14
yeah. No, I mean I would I kind of I
00:56:16
would love to see it. I just you know um
00:56:19
don't know necessarily
00:56:21
it'll be kind of I think a motivation
00:56:22
factor.
00:56:24
So, I have one more topic I want to ask
00:56:26
you guys about. So, I I wasted time on I
00:56:28
guess it was Sunday morning and I
00:56:30
watched this awful made for TV tennis
00:56:33
event
00:56:35
where Nick Curios do you know who Nick
00:56:37
Curios is, guys?
00:56:38
>> Yes, he's a pretty bad tennis player.
00:56:41
>> Well, he's he used to be okay. He was a
00:56:43
top 10 player at one point. He made it
00:56:44
to the Wimbleton final. He lost in the
00:56:46
Wimbleton final. He's currently number
00:56:49
672 in the world
00:56:51
>> because he hasn't played much. Um, he
00:56:53
played the number one woman in the
00:56:54
world, Arena Sabalanka, in a best of
00:56:58
three match. Okay. And but the reason it
00:57:02
was awful was because you only allowed
00:57:05
one serve, both players.
00:57:07
>> His court was actually wider than her
00:57:10
court. So literally, Shane, they made a
00:57:12
court that looked like this on one side
00:57:14
of the net and then like this on the
00:57:16
other side of the net.
00:57:17
>> For our listeners who weren't seeing, it
00:57:20
was substantially bigger. his his he was
00:57:22
he was very limited.
00:57:23
>> He was Yeah, it was limited. He won
00:57:25
6363.
00:57:27
>> And by the way, he was also toying.
00:57:30
>> He was No. No. So, look. So, I asked
00:57:34
Here's what I asked GPT.
00:57:38
Can you rate the strength of men's and
00:57:42
women's tennis players in one ranking?
00:57:46
Now, here's what it did. It did it. But
00:57:51
I'll give it credit. It says tennis
00:57:54
abstracts ELO is calculated separately
00:57:56
within each tour's match pool because
00:57:58
there's no cross tour match data. The
00:58:01
absolute ENO numbers aren't calibrated
00:58:03
for men's versus women comparison. So
00:58:05
this combined list is best read as top
00:58:08
by ELO within their respective tours. So
00:58:10
I give it credit for recognizing that.
00:58:13
Interestingly,
00:58:14
Center and Alcarz are at the
00:58:16
>> I'm glad TPT is trying now pushing back
00:58:18
on some of your more uh more elaborative
00:58:20
plans here.
00:58:21
>> I agree with that. Um it has S and
00:58:23
Alcarez on top and then it has the next
00:58:26
four players are all women. Sabalanka
00:58:29
third, Switite fourth, Rabbakana fifth
00:58:32
and Koko Goff sixth. So my only point is
00:58:36
is that um it is true it was this funny
00:58:40
match but look even in their primes
00:58:43
remember this isn't Billy Jean King
00:58:45
against a 55year-old Bobby Riggs by the
00:58:47
way you know which was the original
00:58:49
Battle of the Sex's back in 73 I mean
00:58:52
Curios is a 30-year-old former top 10
00:58:55
player and they're playing best of three
00:58:58
um you know even in her prime Naverova
00:59:01
they always wanted her to play the and
00:59:03
her comment was she couldn't even beat
00:59:05
the top hundth man in the world and said
00:59:07
it wouldn't even be close. She her
00:59:09
comment was she would have lost six love
00:59:10
six love to number 100 man in the world.
00:59:13
All I'm saying is this to me was not an
00:59:16
event to show the relative. That's what
00:59:19
we I mean that's kind of what we're
00:59:20
getting at is if it if it was really a
00:59:23
fair sort of you know fair playing
00:59:26
surface literally um
00:59:28
>> yeah play the match
00:59:30
>> the usual what we call a tennis match
00:59:32
but ranking with the top women like what
00:59:35
would be the kind of fair ranking of
00:59:37
like say number one in the uh women's
00:59:39
side versus like the men's side and you
00:59:42
know Naverova's estimate is like for
00:59:44
herself when it was herself is like at
00:59:46
the 100 level. No, no. She said she
00:59:48
would have gotten beaten easily by
00:59:50
theund. She might put herself at 500.
00:59:55
>> So either way, it was just I I just
00:59:57
found it interesting. I I thought put
01:00:00
this way. Um
01:00:02
it was an interesting match to watch,
01:00:04
but it didn't tell me anything about
01:00:05
like I do want I wouldn't mind answering
01:00:08
the question. I mean, look,
01:00:09
>> why don't every tournament we just kind
01:00:11
of have like a round like some play like
01:00:13
like you know the people that like lose
01:00:15
out in the early rounds? Couldn't we do
01:00:16
a little bit of extra like kind of like
01:00:18
games to like like across the across the
01:00:21
g uh genders to sort of uh try and sus
01:00:23
this out slowly?
01:00:24
>> I love even today I love women's tennis.
01:00:27
I might love women's tennis more than I
01:00:29
love men's tennis. I love women's I love
01:00:31
I have so much uh respect for the
01:00:34
women's game. I love everything about
01:00:36
the women's game. But you know just as
01:00:38
an academic I must admit you know I I
01:00:41
have to admit I'm thinking to myself is
01:00:43
there some way because look we did this
01:00:45
at ETS2 like if there's no overlap
01:00:49
between two like can I like let's take
01:00:52
an a simp that's not a simple example
01:00:54
but it's a simple enough example suppose
01:00:56
I want to know who's smarter someone
01:00:59
that gets a 780 on the physics AP exam
01:01:04
and someone that gets a 780 on the
01:01:06
French seven AP exam. And of course, if
01:01:09
there's overlap, then you could
01:01:11
potentially try to statistically answer
01:01:13
that question. But I'm trying to the the
01:01:15
bigger picture I'm talking about isn't
01:01:16
men's versus women's tennis, cuz I I
01:01:18
love them both. Um what do you do when
01:01:21
you don't have overlap between
01:01:24
distributions? Do you guys remember the
01:01:26
bridging eras in sports paper? That's
01:01:28
the way they did it is that you overlap
01:01:30
and you know Mickey Man Ruth played with
01:01:32
Dagi or Garrick played with Dagio and
01:01:34
Deagio played with Mantle and then
01:01:36
Mantle played with this so you have
01:01:38
overlapping designs but here we
01:01:40
essentially have a zero overlap design a
01:01:43
can be done well and some overlap you
01:01:46
got the mixed doubles right
01:01:48
>> you know that's right
01:01:50
>> that's not I mean a is there anything
01:01:52
that can be done
01:01:53
>> no in fairness I mean until you have
01:01:56
unless you have un there is some
01:01:59
overlap. It's just not at the
01:02:00
professional level. You have to go down
01:02:01
to the amateur level and from there you
01:02:04
can make some you can do something. But
01:02:06
listen, it's it's it's monumental. It's
01:02:08
just absolutely I mean it was not only
01:02:10
Martino I think it was also did wasn't
01:02:12
it um Serena Williams didn't she say
01:02:15
she'd be beaten six love six love
01:02:17
against
01:02:18
>> Serena Williams said the same thing
01:02:19
>> and uh and and basically she says it's a
01:02:22
different game. I mean they they they're
01:02:23
much faster. They hit much harder. Um,
01:02:25
and they're not they're not I mean the
01:02:28
it's just to speak back of that about
01:02:30
that overlapping errors paper. You can't
01:02:32
even do that without without modeling.
01:02:34
You still need
01:02:35
>> I mean you the way you can achieve
01:02:37
overlap is through model assumptions
01:02:39
through model assumptions.
01:02:41
>> I mean it's not like timing. I mean if
01:02:43
with swimming and track it's just a time
01:02:46
you can you can compare that. Um that's
01:02:48
about the only sport that has an
01:02:49
absolute metric. And even then people
01:02:51
talk about Jesse Owens he didn't have he
01:02:53
didn't have the track. He didn't have
01:02:55
the shoes. He didn't have, you know, and
01:02:56
then you you might want to wonder what
01:02:58
would how fast would Jesse Owens have
01:03:00
been if he had been trained and and
01:03:02
geared up in today's world. And people
01:03:05
try to make forecasts of that.
01:03:06
>> I think what we can all agree on here
01:03:08
is, you know, since time happens,
01:03:12
weather happens,
01:03:14
different equipment happens, there's no
01:03:17
really such thing as an exact applesto
01:03:20
apples replication. Like you you you
01:03:22
always need to like there's like and we
01:03:24
can decide those variables are
01:03:26
>> under the assumption that time is a
01:03:27
straight arrow and not a flat circle.
01:03:29
>> Yeah.
01:03:30
>> If time is a flat circle we will come
01:03:31
back to a replicatable. I mean we we do
01:03:34
like I mean a great question for us as
01:03:35
statisticians to ask is across all
01:03:37
sports sporting events but baseball
01:03:39
football not only team but also
01:03:41
individual which what is the oldest what
01:03:45
is the performance of yester year that
01:03:47
would still be
01:03:50
considered dominant by today's standards
01:03:52
considering there's so much improvement
01:03:54
in athleticism gear etc and what
01:03:58
obviously comes to my mind immediately
01:03:59
is secretariat who still has all the
01:04:01
records and that's about 50 years ago
01:04:03
know um
01:04:04
>> 52 years still holds the record all
01:04:06
three tracks
01:04:07
>> and [clears throat] it's not even close
01:04:08
I don't think um and so beyond that I
01:04:10
mean you can't you can you can go back
01:04:12
to you know Hack Wilson 180 plus RBI's
01:04:15
190 that's a different time you wouldn't
01:04:17
even think about it Chad Williams
01:04:19
hitting 406 again it's a different time
01:04:22
you can't it's hard to compare them no
01:04:24
tennis player um no none of the athletes
01:04:28
from the basketball or baseball or
01:04:30
football era would you imagine um If you
01:04:33
transform them to today, unless you this
01:04:37
sport has changed too fundamentally in
01:04:38
each of those.
01:04:39
>> Maybe the the one that came to my mind I
01:04:41
I like I like Hack Wilson. I like all of
01:04:44
those things
01:04:45
>> to me. I I forget if he won 10 11
01:04:48
Michael Phelps at the Olympics
01:04:51
that won 11.
01:04:51
>> Yeah, but but listen, Michael Phelps
01:04:53
records are all gone. His last record
01:04:55
>> I just No, no. I'm not saying his
01:04:57
records are still there. I'm just saying
01:04:59
the his dominance dominance
01:05:02
>> every event he competed in
01:05:04
>> eight gold medals in the Olympics. Yeah.
01:05:06
Yeah.
01:05:06
>> Oh no. I mean that even the fact that he
01:05:09
beat out that Spitz guy who was dominant
01:05:11
and like the fact that there seems to be
01:05:13
like once a generation somebody who
01:05:15
comes and completely sweeps across
01:05:19
>> it. It says to me that maybe this maybe
01:05:21
it's less impre I mean Phelps was the
01:05:23
one that did it. So I'm not taking
01:05:25
anything away from him. But right it's a
01:05:26
once in a generation
01:05:27
>> sport where you can sweep across 12
01:05:29
medals because they're all basic.
01:05:32
>> I mean what I mean here question be what
01:05:34
would Chamberlain have looked like if he
01:05:35
had grown up in today?
01:05:37
>> He probably would have been I mean he
01:05:39
wouldn't have been trained the way he
01:05:40
was back then
01:05:42
>> or Bill had a completely different
01:05:43
competition, a different style. would
01:05:45
have been I mean you so you do have to
01:05:48
recognize that that people wouldn't
01:05:50
would would go into the you know one of
01:05:51
the things I remember my favorite was
01:05:53
when I when when my kids were on college
01:05:55
tours I'm not not sure you did this Eric
01:05:56
you probably you're all your boys went
01:05:59
are went to Penn but my kids were
01:06:01
looking at different schools and I
01:06:02
remember once um I was at at Yale for a
01:06:05
reunion and and I had a senior or a
01:06:07
junior in high school and I went to the
01:06:09
admissions committee and they said none
01:06:10
of you would have gotten in today based
01:06:12
on the standards and most of us are
01:06:14
looking each other is and we wouldn't
01:06:16
have looked on paper the way we looked
01:06:19
back then today because we would have
01:06:20
been in the same environment as the kids
01:06:22
today we would have done all the things
01:06:23
that they would have done to make
01:06:25
themselves look differently and
01:06:26
similarly with athletes I mean if you
01:06:28
put Will Chamberlain in today's world he
01:06:30
would look look like he looked back then
01:06:31
if you put Babe Ruth in the world today
01:06:33
he wouldn't be eating hot dogs like that
01:06:35
it wouldn't happen right that world is
01:06:37
gone he would have been forced to be as
01:06:39
as as uh as athletically and
01:06:41
nutritionally minded as any athlete is
01:06:44
>> why we like the secretariat example
01:06:45
because we're not Oh, Secretariat would
01:06:48
would have slacked off or something like
01:06:49
that. [laughter]
01:06:51
>> Oh, Secretariat had heart though, right?
01:06:53
>> Take that out of the equation.
01:06:54
>> Well, Secretary had the biggest heart.
01:06:56
We have to remember
01:06:57
>> biggest heart we've always heard. Well,
01:06:59
guys,
01:07:00
>> if we keep talking, we're going to be
01:07:01
talking right into the new year.
01:07:03
>> All right. Thank you. This has been a
01:07:05
great edition here of Wharton Moneyball
01:07:06
and the Wharton podcast network. Uh on
01:07:08
behalf of all of us, myself, Audi Winer,
01:07:10
Shane Jensen, uh we'd like to thank you
01:07:12
for joining us today. uh and abstensia
01:07:14
Cade Massie, we like to thank you for
01:07:17
being a big part of our show for all of
01:07:19
2025. And um we always like to think I
01:07:22
hope all of my co-hosts agree with me,
01:07:25
the best is yet to come, 11 and a half
01:07:27
years, but uh we've got a lot more in
01:07:29
us. And so please join us for our next
01:07:32
show. Thanks to our producers, uh
01:07:33
Marissa Ren and De Patel. Thanks to our
01:07:35
associate producer and sound engineer,
01:07:37
Dion Simpkins between now and next week.
01:07:40
There's a lot of it. Enjoy your sports.
01:07:42
Enjoy your statistics. and we'll see you
01:07:43
next week here on the Wharton Podcast
01:07:45
Network.

Episode Highlights

  • Wharton Moneyball's Year-End Reflection
    The hosts reflect on a year filled with advancements in statistics and data science in sports.
    “It's been a great year of interesting things in statistics and data science.”
    @ 00m 33s
    January 08, 2026
  • Drake May and the Patriots' Surprising Season
    Professor Shane Jensen shares his excitement about Drake May's performance and the Patriots' unexpected success.
    “I'm absolutely over the moon with Drake May and the Patriots this season.”
    @ 05m 38s
    January 08, 2026
  • Super Bowl Predictions and Betting Odds
    The discussion revolves around the Super Bowl favorites and the surprising statistical insights from Aaron Shatz.
    “They should have a better betting odds than given the strength model predicts.”
    @ 15m 50s
    January 08, 2026
  • MVP Debate: Drake May vs. Matthew Stafford
    The MVP race is heating up between Drake May and Matthew Stafford, with stats on both sides.
    “I think Drake May would win the MVP this year.”
    @ 20m 22s
    January 08, 2026
  • Sam Darnold's Surprising Success
    Sam Darnold has achieved remarkable success, winning 13 games in two seasons with different teams.
    “Sam Darnold is now one of six quarterbacks to win 13 games two seasons in a row.”
    @ 26m 17s
    January 08, 2026
  • Probability of Underdogs
    A surprising 81% probability suggests at least one underdog could advance in the NCA games.
    “I just thought it was interesting.”
    @ 39m 06s
    January 08, 2026
  • Colorado Avalanche's Record
    The Colorado Avalanche have only two regulation losses in 38 games, on pace for a record-breaking season.
    “Isn't that nuts?”
    @ 47m 14s
    January 08, 2026
  • MVP Discussion
    Nikola Jokic's impressive stats raise questions about his place in NBA history.
    “Is this one of the greatest players in NBA history?”
    @ 52m 14s
    January 08, 2026
  • Jokic's Unique Dominance
    Is Jokic the most uninterestingly dominant player ever?
    “Is he the most uninterestingly dominant player ever?”
    @ 54m 02s
    January 08, 2026
  • Celebrating Tiger Woods
    A nod to Tiger Woods on his 50th birthday.
    “Wow. Congrats. Young man.”
    @ 54m 42s
    January 08, 2026
  • Love for Women's Tennis
    A passionate defense of women's tennis over men's.
    “I love women’s tennis. I might love women’s tennis more than I love men’s tennis.”
    @ 01h 00m 27s
    January 08, 2026
  • Secretariat's Legacy
    A discussion on Secretariat's unmatched heart and legacy.
    “Secretariat had the biggest heart.”
    @ 01h 06m 56s
    January 08, 2026

Episode Quotes

  • I mean, it seems very wide open.
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes
  • They should have a better betting odds than given the strength model predicts.
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes
  • Maybe it takes a little bit of time.
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes
  • I just thought it was interesting.
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes
  • Is he the most uninterestingly dominant player ever?
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes
  • I love women’s tennis. I might love women’s tennis more than I love men’s tennis.
    How AI and Analytics Are Changing Quarterback Evaluation and NFL Outcomes

Key Moments

  • Year-End Reflection00:33
  • Drake May's Impact05:38
  • Super Bowl Odds Analysis15:50
  • Sam Darnold's Journey21:48
  • Jets' Struggles21:51
  • Underdog Probability39:06
  • Avalanche Record47:14
  • Secretariat's Heart1:06:56

Words per Minute Over Time

Vibes Breakdown

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