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Understanding NFL Performance Variance Through Predictive Metrics

December 06, 2025 / 57:03

This episode features Eric Bradler, Cade Massie, Audi Winer, Shane Jensen, and returning guest Kevin Cole, an NFL data analyst. The discussion covers the importance of advanced analytics in sports, the disconnect between team performance and win-loss records, and Kevin's power rankings for NFL teams.

Kevin Cole explains why fancy analytics are necessary, arguing that they provide a clearer picture of team strength beyond just win-loss records. He highlights the challenges in public perception versus statistical analysis, particularly in the context of NFL teams like the Panthers and Rams.

The conversation shifts to Kevin's power rankings, where he discusses the current standings of various NFL teams and the factors influencing their rankings. He emphasizes the importance of looking at expected performance rather than just past results.

Throughout the episode, Kevin shares insights into specific teams, including the Chiefs, Ravens, and Bills, discussing their current performance and potential playoff implications. The hosts engage in a lively debate about the unpredictability of the current NFL season.

The episode concludes with a brief discussion on college football and the upcoming playoff scenarios, showcasing the hosts' expertise in sports analytics.

TLDR

Kevin Cole discusses NFL analytics, team performance, and power rankings, highlighting the disconnect between win-loss records and actual team strength.

Episode

57:03
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Welcome, welcome to Wharton Moneyball here on the Wharton podcast network. This is Eric Bradler, professor of
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marketing, statistics, and data science here at the Wharton School. Some combination of myself, Cade Massie, Audi
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Winer, and Shane Jensen are here every week on Wharton Moneyball. Um, for me, uh, the best part of the last 11 and a
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half years have been our interviews with, you know, if you'd like, they're
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now friends, but colleagues that are working in industry that are actually applying statistics, data science to all
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kinds of interesting sports. Today is a returning guest. I I'm going to guess 20
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times he's been on the show, but it could be more over the last 11 plus years. Well, we're happy to welcome back
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Kevin Cole. Kevin Spider of Unexpected Points newsletter Substack if you'd like
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formerly of uh PFF and he's an NFL data analyst and also I'm sure we've talked to Kevin about
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this before but as a former bond and equity analyst. So Kevin, welcome back to Wharton Moneyball.
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>> Well, thanks for having me back. I might I might take the under on 20. That that
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sounds like rarified air, but I I consider myself more of a fan. More of a fan than anything.
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>> Neil Kane might be the only one that's a 20. So there there we go. But either
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way, it's good to have you back on the show. >> It's good to be back. Like I said, I
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consider myself a fan. More more of a fan and an occasional guest and a uh a perennial fan.
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>> Ah, well, we appreciate that. Um, so let me start with the following. One of the
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things since you sent us some notes about one you wanted to talk about. One of the the first topic here is one that
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people I think love, which is, you know, Kevin, why do we need fancy analytics? Can't we just look at the win loss
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record of teams? You know, it's kind of like in baseball. Can't I just look at
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someone's batting average and see who's best? You know, why do I need this war
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and all these other fancy stats? So, what can you first explain why you think we need something different between
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record and team strength? And then secondly, which teams do you see so far this year that there's the biggest
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disconnect? >> Yeah. Yeah. You know, I I get a little lesson in public perception versus maybe
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what my numbers are telling me. Every every week I put out my my power rankings. You got to put out the power
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rankings. So, every week I do this and you know, I'm trolling a little bit because I call them my 100% correct, the
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only 100% correct power rankings that come out each week. >> You mean in an anchor man type of way,
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like 100% of the time they're right half the time? >> Yeah. Yeah. 60% of the time it works
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every time for my from from my rankings and that would be pretty good in the betting market, right? Um so yeah, I
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mean I think it's really just getting at an issue that we're all we're all trying
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to discover the truth through prediction is is a good way of kind of being able to discover the truth. I mean no matter
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no matter who we're talking about here, whether it's a an analyst, you know,
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it's it's Dan Orlovski or even if it's Stephen A. Smiths. Maybe someone who's
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doing more of the uh the talk radio type. >> Kevin, we don't use his name on this
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podcast. >> You don't? >> You [laughter] don't? Oh, I don't know.
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Oh, okay. I I could have used his name, but Okay, let's go ahead. Yeah. >> Okay. Or or whoever you want to
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interject into there. I mean, at the end of the day, I think everyone is making at least an implicit prediction on on
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what's going to happen. And if they tell you this quarterback is better than this
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other quarterback, I mean, I think they're telling you they're probably going to perform better. I mean, maybe
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they'll they'll have adjustments to that. May, you know, after the fact, I'm
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sure they'll tell you why the guy they said was better didn't perform better
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because of the the offensive coordinator or the line or other things like that. Um, but everyone's kind of making at
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least an implicit prediction. So, it's really just translating that explicitly
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in into a prediction. And I think it's useful, although it's confusing to some
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people because I think some people view the rankings and things like that being more like an AP college football type of
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poll in the past where I saw some instructions. I was just looking this up today for for for AP voters. And you
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know, they're explicitly told that you should you should judge by performance.
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So, you know, also kind of known as results and you should judge by headtohead. You should judge by these
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sort of things. And of course, I'm not judging by those things. I mean, those
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are factored in, but they're not going to be part of an additional adjustment
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for trying to figure out how good these teams are going to be in the future. And
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I think that's where the disconnect that's where the disconnect comes is
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number one and kind of how people feel like is deserving or not, a sense of fairness maybe as to where they may be
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ranked. And then the second thing is probably just overvaluing what's happened win and loss-wise because it's
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hard it's hard to differentiate after you watch a game who was better or not
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based upon anything but the final result. So Kevin, before I turn things back over to Kade to lead this
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discussion, let me just ask you. So do you view your power ranking on unexpected points? Do you view it as
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something that's backwardlooking, which is how much did team A perform compared
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to team B, or do you look it as more forwardlooking, like if team A and team B were to play each other in the future,
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this would be something about the expected outcome? How do you how do you see it?
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>> Yeah. No, it's it's the latter. So it's it's it's done the same way that you
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know um Massie Peabody and others have have kind of the standard formula which is the expected point differential
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versus an average team on a neutral field. Um and then and then you build the rankings there. And what's also
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funny about the rankings because when you just without the context of these team strength numbers that are
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underlying them if someone is ranked you know 17th versus 12th it's like oh my
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god I can't believe it. where the reality is we're talking about maybe less than a half a point difference in
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team strength that could flip oh so easily. So that that's another it's kind
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of a comical thing uh to put into it. But I have to put I have to put out the rankings every week because that the
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people love it. And plus, you know, it gets me like 10 bucks from X or something like that. So I'll take it.
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>> The first part of my question just so and then I'll turn it over to Kate would
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be so which teams do you think there might be a disconnect between you know what's I don't know maybe you don't
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think the Broncos are any good. they're 10 and two or whatever they are and maybe their team strength is lower than
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that or you know I don't know the Jaguars eight and four maybe they're not
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actually very good. I don't know what which teams do you see the disconnect between?
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>> Yeah. Yeah. I think I I I hear a little bit more uh noise from people who who
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believe their teams are are underrated and um you named two of the top teams. I mean, the Panthers I mean, the Panthers
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may be the the number one team right now for people coming after me because I didn't really move them that much based
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upon a win against the the Rams who according to my rankings are actually the best the best team in the NFL. Um,
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and that kind of goes that goes another layer and I try to link to that and explain in my write up when I'm talking
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about these teams about how I actually analyze each individual game. And it was one of the bigger swings of saying the
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Rams lost by three points. But I I put together this thing called adjusted scores where I try to make a bunch of
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adjustments based upon um you know the the variance in high leverage situations, the things that have less
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less stickiness like special teams play or fumble recoveries or things like that. And I actually had the Rams being
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10 points better which is really a huge a huge shift. So, so again, they're looking at this and in their assessment
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week over week, what should be happening is Panthers won against a great team, yes, at home, but against a great team
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by three points. And my assessment week over week is um at home the Panthers really kind of lost by 10 points and and
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and that that's a big loss for me because again, I would be kind of stripping out some of these high
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variance things. So, so very often if a team wins by 20 or 25 points, my my calculation is is not that big because
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normally, you know, winning or winning by that much is a combination of two things. It's normally good luck and and
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good play. So, so, so, so that's the disconnect basically in people's minds
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between between what they're thinking and then what my rankings are saying. >> So, uh, with all that talk about
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deserving versus power rankings, I thought you were talking college football. I was so excited. I thought,
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"Wow, Eric shocked me by not only Eric >> off off air." Kevin and I decided we
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were only going to talk NFL. >> Yeah, exactly. Well, that was the that was the intention of bringing Kevin on.
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And I've just rarely felt more um in need of a Kevin Cole to explain to me the the NFL. I think there's some
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combination between I've been a little distracted and also this is a nonsensical season. Um, I mean, I was
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sitting with someone in sports, a different sport last night and he asked me who, so who's the best team in the
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NFL? I'm like, I have no idea. I don't think anybody does have any idea. Um,
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he's like, is it Seattle? I'm like, can Sam Darnold be quarterbacking the best
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team in the NFL? I I kind of doubt it, but Kevin Cole's going to tell me tomorrow. I'm going to understand better
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at the end of that conversation. So, can you clarify? You just did a whole bunch
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of methodology and throw clearing. I just want to know, Kevin, who's the best
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team in the NFL? Yeah. Well, I mean, I have the Rams is the best team in the NFL, so that points
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back to to to what I was saying where it being off by what happened last week versus what had happened in the past.
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Um, and a decent gap between them and a number of teams in a, you know, second tier or a 1B sort sort of tier after
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that. And, and I agree with you. I although I think I think we're we're probably biased to thinking this more so
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than what it is every year to be like whoa it's crazy what's going on this
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year just because you know we're we're always late of course updating uh what's
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happening based upon the evidence but I do think there is a lot going on this season where I was looking at my
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preseason rankings versus win loss records right now um and it is a dramatic difference. I mean, there's
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none of the teams that are that are up at the top with these nine wins and over teams um were really top five teams for
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me coming into the season. Um but it doesn't but but then if I compare that to my go forward rankings, there are
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some of these top five teams who were still really really near the top. So it kind of shows you how that disconnect
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between results and and team strength. >> Okay, but hold on. probably have your
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prior still in your go forward prediction predict predict power rate >> very very very little only about 5%
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right now in in in what's in what's going forward so it's really more so
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that the the performance and I think I I especially mentioned to you guys pre-show talking about the Chiefs I
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think Chiefs are just are probably the most interesting because there's no nothing we could count on more than the
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than the Chiefs being good but it is one of those things where by most metrics they're better a lot better than they
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were last year and they had um 11 wins at this point in the season last >> Yeah. But you know the stat also Kevin
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how many one score or close games they won last year and this year if you don't
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want to count outcomes if you want to count true strength we can't count outcomes and they won every close game
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last year. I think they they set the NFL record for the most close game wins in a
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row and this year I think they're one and six or they've lost every close
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game. >> Yeah. Yeah. Exactly. The one score game and then and then also last year I mean
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I I wasn't very high on them going into the season. actually had them fifth coming in coming into to this season
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which is relatively low than than where they may have been perceived. So they've
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outperformed in some ways by expectations but their record is a lot worse than than you would have thought.
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>> So can you give it walk us through your power rankings um a little bit. I'm I'm
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digging through your substack. I hope I hope you were you were you were promoted
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sufficiently because Kevin runs >> I promote I promoted I promoted the substack to start with. So give us give
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us tears or give us something help us consume the NFL with some with some more sense. Though I think one one question
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is you know could we look at if if the scores if the outcomes have been so unrelated to under underlying
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power then that should we should be able to operationalize that in some way. So at this point in the season what measure
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could we use to ask is it truly more volatile and unexpected this year than typical? you know, I tried to figure
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that out and sometimes it's hard to some when you're looking at things in in in
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aggregate or across the entire sample. Um, a lot of what is driving the kind again, this is what you're trying to do
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a lot in Seth. You're trying to kind of like a a feeling in a way, a theoretical
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feeling, and then trying to figure out, well, what's the right, you know, target
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variable for figuring out >> that's the business we three are in. Well, well, what that feeling is, but
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then often what we're doing though is you're looking at the sample of 32
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teams. So, I looked at it, I said, "Okay, let's look at how much is point
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differential." Because I I I I I I mention that sometimes is a very easy intuitive type of stat to say, you know,
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the Broncos are ninth, I think, in in in best point differential this year. So, that kind of aligns better with where I
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have them versus where their their record may say they are. So, I looked at point differential versus wins at this
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point in the season versus prior seasons. Pretty similar. Like, there's not really um a big difference there.
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So, then I said, "Okay, well, let's look at, you know, offensive efficiency.
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Let's look at offensive passing efficiency. Let's look at all these different things that I think might be
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um normally the drivers of performance." And everything seemed pretty good. So, I
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think it's more a team by team um surprise that are that that's going on. and maybe the marquee team names
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that are not um withstanding some of this variance this year that we've seen
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in the past. So if we look at like the >> Can we ask a quick question just like
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wouldn't I mean maybe we're just maybe we're taking this for granted but it'd
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be nice to operationalize it >> the relation between your power rankings and the
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this the realized score differential to this point. So that would be less related this year if our intuition is
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right. That should be that correlation right now as we sit here today be lower than it is in
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>> No, that's correct. No, that that that is a bit lower. Um but I was also
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interested in maybe if just the results were were weird if there was more of this um you know one score game type of
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situation that's flipping a different way. Um, so I think from from that perspective, um, it's really that the
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the the top teams in the NFL, let's say since 2020, which is kind of when Josh
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Allen had his breakout and everything, it's probably the the teams with the most wins are the, you know, the Chiefs,
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the the Eagles, the Ravens, the Bills are are right up there. Um, so if you look at all all those and then you start
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to get into some other teams, the Packers are up there, but that's a lot of Aaron Rogers sorts of years that are
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in there. The Bengals are kind of wroy are are extremely good. So they fit into that into that bucket.
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>> The NFC South champion for the last four years. >> Yes. Well, again, you have some Tom
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Brady in there, I guess, a little bit a little bit a little bit too. So, um maybe I'm putting them aside as as being
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as being seen on that same sort of level, but I think those teams have just generally been disappointing either by
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records or if they have decent results like the Eagles. I don't think anyone I
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mean every other week, you know, they want Nick Serriani fired for for even if their their record seems to be okay.
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There there's a there's a high level of dissatisfaction I think with maybe how
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those teams are doing. And then on the flip side, you have this quarterback driver for a few teams. One, the
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secondyear breakout of of Drake May where I think there's still some disbelief as to whether or not that's
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real despite the fact that I think he's leading MVP odds at this point because
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of the strength of schedule. There's some you'll see we'll see about that.
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they're going to play the Bills and the Ravens coming out of the buy. So, I think that'll maybe answer some
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questions there. And then Sam Darnold going to Seattle, which is pro just, you know, excellent results there. I think
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DVOA and maybe if you have if you talk to Aaron Shots, they might have the the Seahawks being the best team in in the
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NFL so far this year. And then Daniel Jones going to the Colts is another team where their results have been really
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really good. So, it's not a fluky thing um for that those teams are playing so
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well, but it does seem fluky versus what we expected in the preseason. What we expect from veteran quarterbacks who
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have been around a long time where in the case of Darnold, this is the second year of his kind of massive breakout
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that he had in in Minnesota. But still, you don't normally see see that sort of
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thing for a veteran quarterback elite type of play. Sometimes you get above average, but this type of elite play is
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a little bit beyond what we're expecting. Just thinking maybe Kevin building on
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what you just said maybe one interesting measure of uncertainty would be you know
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how much deviation is there from the prior like we know what the prior was and like if I had told you after week 13
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here's the division leaders the Patriots the Ravens the Jaguars the Broncos maybe
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the Eagles the Bears maybe the Bucks the Rams maybe Half of those you would have
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said yes. Maybe the other half you would have said no. So I like this idea if you
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think about it. What is the posterior? It's the deviation from the prior. And
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so we could think about, you know, let's compare today versus the prior. There's
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lots of measures of differences between distributions. And we could just say the
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kind of surprise of a season or the uncertainty could be some measure of the distance like how much updating has
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happened. And you could call that a measure of uncertainty. It's not a bad way to think about it. You could call it
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a measure of learning. Also, >> the one one it one that thing that's it's
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confounding or not capturing is if it's just the prior and the posterior on your
00:18:03
power ranking, you're not capturing all the volatility in the one loss records.
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And so you might play with the power the you might play with like some some some
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probability of success because that's what's really different than expected.
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Even if you're power even because of because of the results even good teams I
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mean the Chiefs might still be one of the best two or three teams in the AFC but they might not make the playoffs and
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odds must be against them making the playoffs at this point. Yeah, I mean they, for example, they have the fourth
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best point differential right now in the AFC, better than the Broncos and Chargers in their own division. Um, the
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only teams that are better are the Patriots, the Colts, and barely the Bills. >> Yeah. And Kevin, where do you have them
00:18:47
on your power records? >> I mean, I still have uh I have I still have the Chiefs at number four. I mean,
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I had him at number two going into this this last week. So, trust me, I'm hearing about that. Um um also so I from
00:19:00
my investigation that I've that I've done and again I haven't done enough
00:19:03
investigation the kind of variance of results versus observed strength this this season just
00:19:13
from what they've done. Forget about priors or anything else. I don't think
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there's anything there's actually nothing really there's nothing really
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there. I think it's just happened to certain teams. Now, no, has it happened
00:19:22
to certain teams like the Chiefs that we notice a lot. Whereas, if it happened to
00:19:25
another team that we didn't really believe in, if they were underperforming, we it wouldn't register
00:19:30
because we would say, "Oh, well, you know, they're underperforming." Or if
00:19:33
you're underperforming in a way, we're not expected to be a top five team, but
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if you're expected to be, you know, the eighth team and you end up the 18th team
00:19:39
or something like that, that it doesn't register as much. So, so I think that's
00:19:43
sticking out. And then the other part that we we've discussed, I do think there is this this disconnect between on
00:19:50
a week- toeek basis of what the power rankings my power rankings would be versus the results in particular um the
00:19:57
the the Chiefs when for it comes to win loss. But then also again these quarterback situations, Seattle, New
00:20:02
England, and and Indianapolis really jumping up in a way that that you know was was probably if of any team it was
00:20:10
probably the Patriots where you would have that in their range of outcomes a little bit more because of the you'd
00:20:14
have a higher uncertainty with what's going on with the quarterbacks, but probably not as much elsewhere despite
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the fact that Sam Darnold had a had a pretty good year last year. >> Kevin, are you buying or selling the um
00:20:25
Texans? I'm telling you, I saw that almost all of that game they just played
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against the Colts. And I mean, they're the number one defense in the NFL by so
00:20:35
many different measures. Um, they're now seven and five. I think I think they
00:20:40
were one and four at one point or one and I don't know. They've won four
00:20:43
straight. That much? I know. Are you buying the Texans or you're not? You're
00:20:46
just uh No, they're about where they should be. I mean, I I think they're about where
00:20:51
they should be, but it's it's hard when you have, you know, rules that are or
00:20:57
assumptions that are just baked into everything. And one of the assumptions is always going to be, you know, fading
00:21:02
defense a little bit more versus offense and a go forward type of of projection that so that makes it a bit more
00:21:09
difficult. I mean, I have them being a slightly above average sort of team, and I know
00:21:16
that probably doesn't comport with where people see them right now. Um, for for a
00:21:20
couple different reasons. U one, they've had some, you know, higher profile wins
00:21:24
and the recency is factored in to mine, but not nearly as much. That was my question.
00:21:30
>> Let's stay with that division because it's a good race and you have fair
00:21:35
questions about three of the four teams. So, they're one game behind both the
00:21:39
Colts and the Jaguars. What do you think about those two teams? And in the end, with five games left, what do you expect
00:21:45
to happen in that division? >> Well, so the the Jags I have being slightly worse than the Texans and then
00:21:53
the Colts I have being pretty materially better um of a team. And again, it's
00:21:59
going to be looking at recency maybe in the opposite direction where do you know
00:22:04
when the Colts were rip roaring to start to start the season, especially offensively if you were going to kind of
00:22:10
plot out, you know, expected points added per play offensively, even with adjustments for for strength
00:22:18
of schedule and things like that. The Colts were almost head and shoulders above the rest of the NFL when we were
00:22:22
four or five weeks into the season. and now they've faded back to still be pretty good, to still be, you know,
00:22:28
easily a top 10 team as far as that's concerned, but not nearly as good. So, I
00:22:33
think I think for for me, I'm probably still weighting those early performances
00:22:38
higher than what other perceptions may be on that. They still have a very strong like, again, if we want to just
00:22:44
simplify it, like yards per play, I think they're still number one in the NFL right now um for what they've been
00:22:50
able to to do with with um with Daniel Jones. So, so I'm a bit higher on them.
00:22:54
I would be I would be predicting them to to go ahead and follow through uh on winning the division. But, you know,
00:23:01
again, it really just depends on on whether or not this level of quarterback performance that we've gotten from
00:23:08
Daniel Jones, if you're putting that in a bucket with quarterbacks who normally
00:23:12
perform on this level, those quarterbacks are probably a lot more reliable for the rest of the season than
00:23:16
Daniel Jones is. >> This is fun and relevant. So, let's stay with this schema for a bit. is like, you
00:23:23
know, up to eight times. AFC West, Broncos and Chargers. Let's let's just
00:23:28
kind of ignore the Chiefs world because they more or less have to win out and get some luck somewhere else. But it's I
00:23:34
still don't believe in Bo Knicks. Am I wrong? I mean, I must be wrong at this
00:23:37
point. No. >> Um I mean, you can you can have varied belief, [laughter] I guess, in how much
00:23:44
you are. I mean, I I'm I think he's proving he's proving more and more that
00:23:49
he could be that he that he is, let's say, um a franchise quarterback. Now, is
00:23:55
he an elite franchise quarterback? I would also say he's doing two things at
00:23:58
the same time, which is which they seem they seem to be um you know, at at odds with each other, but maybe they're not
00:24:05
really, which is he's proving more and more that he's not going to be someone
00:24:09
they move on from in a year or two or three. But he's also proving at least to
00:24:14
me in my numbers you're as he goes on and on that he's not necessarily going
00:24:17
to be an elite quarterback at the same point in time which is maybe where where the disconnect is. You combine that with
00:24:22
a great defense and a good win loss you know that's where where that can make
00:24:26
the difference right like an average quarterback with a great defense is viewed much differently than an average
00:24:30
quarterback with a poor defense. >> I would be pretty sure to follow up on
00:24:33
Boon Knicks Kevin if I was going to look at this but if let's pretend the Broncos
00:24:38
win the Super Bowl this year. It's not impossible the Broncos could win. >> Definitely not impossible.
00:24:42
>> No, no. They have a great coach. They have a great defense. They could win the
00:24:46
He wouldn't be the worst quarterback to ever win the Super Bowl. >> No, no, not even not even close. Um,
00:24:51
>> that's what I'm saying. So, he's good enough. I'm just saying he's good enough
00:24:55
to win the Super Bowl with the defense, the Bronco. Look, Pton Manning was a worse quarterback when they won the
00:25:02
Super Bowl with him in his se last Super Bowl. I mean, Pton Manning wasn't any
00:25:06
good at in his last season. I mean, come on. He was he was he was kind of the ghost of paid bank at at that point. And
00:25:13
I think I think one thing another thing that's maybe a little bit more on the
00:25:17
>> you can qu you can have quantitative measures for it but it's a little bit on
00:25:20
the on the qualitative side with Nicks is he can move. He can you know he's got
00:25:26
a little gunslingerish sort ofness to him and he has thrown the ball a lot like he is his volume is not low. He's
00:25:34
not someone they're hiding as as a quarterback. And you could say that their scheme isn't the most uh you know
00:25:40
downfield in that way, BUT IT'S NOT THAT bad actually. It's not like when they
00:25:43
had Russell Wilson there or something like that. That type of or so maybe even a Drew Brees type of scheme. They are
00:25:48
pushing it a little bit. Drew Brees late career Drew Brees. I don't want to burmer Drew Brees early in his career.
00:25:54
>> Um >> so I do think he has those elements which puts you into the ability to win
00:26:00
in different game states. Um which is more useful in the playoffs even if you have a great defense. Sometimes your
00:26:06
great defense is going to be trumped by an even better offense and you have to have someone who can throw you out of it
00:26:12
even if they aren't, you know, uh on some sort of average uh per play metric
00:26:17
that great that they can give you some upside in those situations. >> I didn't realize he was so I just looked
00:26:22
he's ranked 20th in QBR. That ain't good. >> No, no, no. That never mind.
00:26:28
>> Never mind everything I just said. Bon Nicks is terrible. [laughter] >> Well, I don't think he's terrible. I I I
00:26:34
haven't ranked a little bit higher. I haven't looked a little bit higher, but
00:26:37
you know, by the way, I think that's fair. >> He's right next to Jaylen Herz.
00:26:42
>> Well, Jaylen Herz, I mean, Jayen Herds is making like 90 million a year or
00:26:45
something. So, >> I'm just saying Jaylen's 19th in in in QBR. >> We have Let's Let's ask about a few
00:26:50
other important teams in other divisions. So, you just w you just went to one of them. Herds, the Eagles. So
00:26:56
much drama. And where's Kevin Cole on on this team? >> I mean, I'm I I I'm relatively low, I
00:27:03
guess. I mean, I have them ranked ninth. I've had them I I've had them low all
00:27:06
season because they were such a dominant defense last year without really having
00:27:11
a great offensive resume. Um, and then they obviously ended up exploding in the Super Bowl. And I don't know, there's
00:27:17
just nothing they've done this year. They they had some close wins. One of the wins against the Rams, you know,
00:27:22
where they I think they won off of special teams blocks like backtoback weeks and things and so I've been I've
00:27:29
been in disbelief. I've been lower than the markets on them considerably. I think the markets have been, at least in
00:27:35
my opinion, have been giving them a bit of a boost, an unnatural maybe boost versus what their numbers say. Just just
00:27:42
so I don't know. I'm still low on >> unnatural boost. That's a new that's a
00:27:46
new quant phrase I hadn't heard before. Kevin, uh, if you like offense so much,
00:27:50
maybe you like the Cowboys. >> I do like the Cowboys. I mean, I have for for most of the season. And I don't
00:28:00
know, it's it's funny to even see in the media now. I've seen some things about,
00:28:03
oh, the Cowboys defense is is coming together. Um, because I always say, you know, the variance on that side is going
00:28:09
to be is going to be a little bit higher. So, the Cowboys right now, I mean, I still don't have them ranked in
00:28:15
the top 10 overall. They're they're right outside of they're 13th and but
00:28:19
they're pretty close. Like, if they moved up half a point, they would be up into up into the top 10 because of that
00:28:24
offensive play that that they've had so far this year. Um, and in relative to
00:28:31
the Eagles, yeah, they're not that far away from the Eagles for me in team strength versus, you know, where some
00:28:36
people would probably have them. >> Okay. Looking for the best of the NFC.
00:28:40
You've already told us the Rams are your top your top team. Where where are you
00:28:44
after that? So, it's not from the NFC East apparently. Where are the Seahawks?
00:28:49
Where are the Packers for you? Are you still on the Lions at all? >> Yeah. Yeah. So, I mean, I have the the
00:28:55
Packers as being the next best team. That's a team that it's interesting
00:29:00
because they I mean, they just have good they have good numbers. They have good numbers by my by my adjusted scores. You
00:29:07
know, everyone likes to to mock them when when they don't agree to say, but I
00:29:11
actually have them being better in 11 out of the 12 games so far so far this year.
00:29:15
>> Let me just say I love the adjusted score cut. It's absolutely fantastic the
00:29:18
adjusted score concept. >> No, no, no, no. I I I'm I'm not I I take
00:29:22
it I take it as friendly ribbing because you know um for because when I'll say it
00:29:28
you know that the team the fan of the team that won where you say they just score said they lost they'll say like oh
00:29:33
is this an adjusted this or an adjusted that they'll they'll like to make jokes
00:29:36
about about about about the different teams. Um, but I think I think the thing with the Packers, the disconnect here
00:29:42
seems to be related to to Jordan Love also, who is first in for his play involvements this year in
00:29:52
EPA per play. And I know that's a that's a team stat, but then again, you know,
00:29:55
passing touchdowns is a team stat, passing yards is a team stat, everything's a team stat. But even if
00:30:00
you look at PFF grading, I think he's third in the in the NFL so far this year. But there are a few people who
00:30:05
would probably point to him being at that at that level so far. So I I think he's maybe being discounted because
00:30:13
people have a lot of belief in in Matt Laflur and everything else that's going
00:30:18
on there because he revived Aaron Rodgers. And there's always these silly things that I think that have a a huge
00:30:25
outweighed influence of something like Malik Willis coming in and playing well when he's played after looking horrible
00:30:31
as a rookie. But, you know, it's just one backup quarterback for a handful of
00:30:36
starts can really affect people's views of of how good someone is as a play caller. And we just saw with Kevin
00:30:42
O'Connell, who people love and say, "Oh, he can make anyone good." You know, he
00:30:45
he had a guy who was an undrafted rookie and didn't look so good this last week.
00:30:49
I think most people I I'm just giving an opinion here. I mean, they're right what
00:30:52
a half game back, I guess you would call it, of the best record in the NFC. I think if the Packers end up behind,
00:31:00
let's say it, let's say they win their division, but aren't the number one
00:31:04
seed, so they're going to have to win at home and then they're going to have to
00:31:07
go on the road, let's say, to the Rams, maybe it's the Eagles, whoever it is, or
00:31:12
Seahawks. I I don't see how they can be favored. I just don't see how the
00:31:18
Packers the Packers of all the teams that are there, I almost feel like they need the number one seed the most.
00:31:24
Besides, you you you lo you skip a game, like I just don't I don't have any faith
00:31:31
in the Packers on the road in a big playoff game. Well, I mean, I would probably I mean,
00:31:38
if I was going to say who needs the number one seed the most, I guess I would say the Lions. So, they could be
00:31:41
at the dome and and playing in the dome the entire time might be might be the most important. But, I mean, they've
00:31:47
beaten the Lions a couple of times now already. um you know they had they've
00:31:52
had some struggles in other games but it was it's really strange because after
00:31:54
that first week of the season I think with Micah Parsons coming there probably being a little bit overvalued in his
00:31:59
impact people were you know seeing them as a Super Bowl contender initially and then I guess I guess they've had some un
00:32:05
they've had some bad performances on some some high-profile games but I don't
00:32:08
know but at least by by my numbers they're still they're still right up there whereas Detroit is maybe faded a
00:32:13
little bit from from what I was expecting due to some injuries and some other things so far this year. I just
00:32:18
want to note that they play Sunday afternoon with the ba the Bears are coming to town that the the current
00:32:23
number one seed Chicago Bears going into Green Bay as six and a half point underdogs and we know home fields.
00:32:31
>> Yeah, the Bears win that game. I'm going to I'm going to hear about it. I'm
00:32:33
definitely going to hear about it. >> Okay, but as I think Mike Sando over the
00:32:37
Athletic, he wrote a column about the Bears not being probably as good as they are. It's it's it's kind of too easy at
00:32:41
this point to talk about these different things, but um the Bears being another game, right? So they they won a really
00:32:47
high-profile game this last week >> and their offense stunk and their passing offense really I mean their
00:32:52
offense but their passing offense really bad. >> It wasn't good. Yeah, it was really bad.
00:32:57
>> But there's one play there was one highlight play that got shown a lot from
00:33:00
from Caleb. And I think Caleb is one of those guys where the the the the film hipsters, they love to see that one play
00:33:07
and they say, you know what, if we can get him to do that 10 times a game, but the problem is he he he just can't do it
00:33:12
10 times a game. Look, we got a playoff essentially, in my view, a playoff game on Thursday night. I was talking about
00:33:16
it just before we came on the air here. Uh Cowboys Lions Thursday night. That's
00:33:22
I mean, whoever loses that game is essentially eliminated. I mean, if the Cowboys are 66 and one, they're not
00:33:28
making the playoffs. If the Lions go to seven and six, they're probably not making the playoffs. I'm just saying
00:33:34
that's a highprofile Thursday night game. >> Was that Was that just last year that
00:33:38
Dallas went to Detroit and got knocked out of the playoffs? Is that what am I thinking about that right?
00:33:44
>> No. >> Um, >> one of the last >> I remember it. I was going to say two
00:33:47
years ago. I didn't think Dallas made >> Maybe I got it wrong. All right, but we
00:33:51
we're we're taking too much of your time, but I got to ask you two more teams. My two favorite teams, Ravens and
00:33:58
Bills. >> No, >> I thought you were going to say the Buccaneers. Sorry.
00:34:00
>> Sorry. Sorry. No, another B two other B teams. And Eric's got some Bills love
00:34:06
ending. though it's just not as much as his Bucks or Eagles float. Kevin, give us some hope.
00:34:13
>> Bills and Ravens. >> Well, I mean, the Ravens are probably the other team along with the Chiefs who
00:34:22
has a combination of of as far as their struggles versus their record versus where you were expecting them going to
00:34:28
the season being the furthest off. But it's I think it's been a combination of
00:34:31
Jackson's injury and at least since returning from injury, he has not been very good and their defense was
00:34:39
struggling a lot a lot earlier this year. So, I mean, I still have them as on the on the outside of the of the top
00:34:46
10, but I'm not sure it's good enough, honestly, to really get them going to to
00:34:50
to to make a run in the playoffs. >> Um, yeah, it's just it's odd that that team
00:34:57
is odd this year. Obviously, the the the Jackson injury is a huge thing, but just
00:35:01
independently of that, it's just it seems like so far off expectations. I don't I
00:35:06
>> Yeah, I mean, if you look at like just for offensive EPA per play they've had
00:35:09
the last I guess is they've been back for four weeks, it's just barely positive, negative, barely positive,
00:35:16
negative. And those and I mean, that's bad for a team that you're expecting to
00:35:19
have to have a good offense. So, I think that's one of the problems is you hate
00:35:22
to you hate to point to a few games and say is something wrong with um but there
00:35:27
there were at least numerous plays whether it was against a very easy Jets team or or other offenses that they've
00:35:33
played defense that they played recently where I don't know it just the things
00:35:36
are not clicking at least for them right now and we have a smaller sample to judge Lamar Jackson by this season.
00:35:40
>> So, the Bills did them a favor and knocked the Steelers off in a pretty
00:35:44
impressive win I would say last weekend. Um talk about the Bills. Talk about the
00:35:48
Bills. They obviously got a, you know, they're looking a wild card this year
00:35:51
for the first time in a while. They're looking at a legitimate conference uh
00:35:54
division um peer that's outpacing them. What do you think about the Bills? >> Well, they're an interesting situation
00:36:01
because last year they were they had to sneak in uh with a with a late run where
00:36:07
fundamentally they were a lot better than their record at about the same point. Um I think they're still they're
00:36:13
still a bit better than their record. And I mean, I've viewed the Bills as, and maybe I'm I'm off from some people's
00:36:21
perception on this, but you know, again, since 2020 when Allen had his thirdyear
00:36:26
breakout till till now, as being the second best team in the NFL overall, despite the fact that they never made
00:36:32
the Super Bowl because the Chiefs make it every single year, no matter how well Josh Allen seems to play in some of
00:36:38
those games. And Josh Allen as, you know, I'm not sure if people saw Patrick
00:36:42
Mahomes as as in his own tier, but I I I think I still do at this point as being
00:36:46
the best quarterback in the NFL, but if anyone's approaching him, it's to me
00:36:49
it's Josh Allen. when you have kind of that history of success as a team and
00:36:53
you have that level of quarterback and I think I think he can probably turn it on
00:36:59
or off a little bit more than what some what some others can do because of his ability to do every I mean he can he can
00:37:06
he can be in a shootout or he can you know grind out um quarterback design runs all all day long if if he wants to
00:37:14
do it. He's now been performing well in a short passing yak offense and he used
00:37:19
to chuck the ball, you know, 30 yards down the field sometimes ill advisedly uh in the past. So, I don't know. I I
00:37:25
think he's just on that level where I'm always going to be backing them as as a
00:37:30
top top-notch team if they make the playoffs. >> Look, the tough thing for Bills or
00:37:35
anybody that's in that seventh spot in the AFC is to make the Super Bowl, you're probably going to have to win at
00:37:41
Denver and at Patriots. And that's not going to be trivial to do. It's not
00:37:45
trivial for any seven seed to make the Super Bowl, but I'm just saying um those
00:37:50
are two strongish teams and it w it will not be easy. >> I'm with Kevin. You you you if you have
00:37:56
to back some team in those situations, you want to back a team with a proven quarterback and Josh Allen's about as
00:38:01
proven as we have at this stage. Okay. Uh in in just 30 seconds, if you had to put chips on three teams, your life
00:38:08
depends on getting the Super Bowl winner. Which three teams you got? >> Super Bowl winner. Um, okay. Well,
00:38:17
that's gonna we're gonna have to factor in, you know, record and >> for sure. Yes. How good I I think these
00:38:24
teams actually are at this point. I mean, it's a weird situation where the the the NFC has been performing a little
00:38:30
bit better. Um, but I still think the AFC could be a harder path if these teams end up end up making the playoffs.
00:38:36
So, it would probably be like multiple teams out of the the NFC. So, uh the Rams and probably the Packers next. Um
00:38:49
and then I probably take the the I guess I guess I would go with the Bills before
00:38:54
flipping back and just off of record. And you know, you never know what could happen in another difficult place to
00:38:59
play is Seattle. You never know. Let's go with Sam Darnold after that and say
00:39:03
he's he's already got he's got the record and maybe he's just crazy enough
00:39:06
to to get his team to the Super Bowl. >> Okay. Well, one of the things you're
00:39:09
telling us is you like you like three teams out of the NFC and you just damn near put all your chips on getting one
00:39:14
of those and it'd be Rams, Seahawks, and Packers not in that order. Rams, Packers, Seahawks. Interesting, fun.
00:39:20
Well, I I I just think if you know if the if the Ravens or the Chiefs make it and the Bills are in there, um you're
00:39:29
going to have some stiff competition to get out. Even if you have a strong record, like let's say you're the
00:39:35
Patriots or the Broncos or someone like that, you're going to have a pretty tough time. I I think and if they all
00:39:40
make it in there, then then it's just stacked um as far as the difficulty of
00:39:44
of getting out of that situation. Whereas if you can if you're the Rams or you're the Seahawks or you're the
00:39:49
Packers and you get one of those top seeds, I think you could have a more comfortable uh trip through the
00:39:55
playoffs. >> Yep. Like it. Kevin, thanks for the time, man. Really appreciate it. Y'all
00:39:59
go track him down. Kevin Cole, Unexpected Points, Substack. Fantastic read on sports analytics, especially on
00:40:05
the NFL. Kevin Cole, thanks for the time, man. Good to see you. >> Good to see you guys, too. Thanks so
00:40:10
much. >> Come back and join us after the break. >> All right. >> Welcome back. Welcome back to Wharton
00:40:16
Moneyball. Welcome back to the second half of this week's show. A full hour on
00:40:20
Sports Analytics coming to you on the Wharton podcast network. This is Kade Massie back in the host chair after yet
00:40:26
another technology issue at the top of the show. Eric sliding in gracefully kicking us off last quarter
00:40:33
announcement. PSA PSA for especially my team members. I'm on a brand new laptop
00:40:37
as of two hours ago. I have technology that wasn't produced pre- pandemic and
00:40:42
maybe that will help with the cooperation with our platform. We are just off the line with Kevin Cole.
00:40:48
Kevin, bring us up to speed. Very helpful to me on the NFL side. We've got about 15 minutes to run through the rest
00:40:55
of the sporting world. Top up. First thing, let's acknowledge regular season
00:41:00
over in college football except for Army Navy. We've got some conference championship games dead ahead this
00:41:06
weekend. We have a little bit of drama around the playoff seeds, the bracket, who's going to be in. There's not a lot
00:41:12
of drama, but there's some there's a few slots to be. >> I have a question. I do have a question
00:41:15
for you about that. Let's imagine that in the um SEC championship game. Okay.
00:41:20
Not hard to believe Georgia beats Alabama. Let's say that happens. Alabama's now a three- loss team. So, do
00:41:28
they count that? Like we've talked about like there are a bunch of two loss teams
00:41:33
that might say, "Wait a second, Bama's lost three." What happens if Georgia
00:41:38
beats Alabama? >> We don't we don't have enough track record to really know, much less um
00:41:43
track record with this committee because committees change year to year. >> Um there's plenty of argument that you
00:41:50
shouldn't be penalized for making a conference championship and losing. And I think that's probably the the standard
00:41:57
expectation. But if a team is panced and embarrassed and shown to be not what we
00:42:01
thought they were, the committee has the right to revise. So I don't think that's
00:42:06
going to happen. But I sus I mean I think if they got panced, there's some chance, but mostly no. And I don't think
00:42:11
they should. I don't think they should be punished for making the SEC championship game.
00:42:14
>> I mean, I'm f I'm fine with a three loss team making the playoffs if that you
00:42:19
know. >> How about I got a three I got a three loss team for you. >> Well, I got Yeah. Well, [laughter]
00:42:24
I just forget. You'll you'll correct me. Did Texas play Alabama this year?
00:42:28
>> No. Uh they they they played and lost to Ohio State and they played and lost to
00:42:32
Georgia and critically vitally for them. >> No, I know they beat Texas Tech or
00:42:37
whoever the last week or whatever. >> Texas&M and you know Texas Tech haven't
00:42:41
played Texas Tech. They beat&m uh&m. >> We don't need to talk about Texas right
00:42:45
now. What is notable Eric? You like chaos. I'll give you this isn't chaos,
00:42:49
but you'll like the story. >> All right. Give it to me. Yeah. Duke Duke has five losses, but by various
00:42:56
tiebreaker shenanigans have made it into the ACC championship game against UVA. And the rule isn't that the four power
00:43:06
conferences champions make it and then the the rest the group of five the best of the group of five. It's the top
00:43:13
whatever top what I've lost my numbers. It's the top >> five top five rated conference champions
00:43:21
make it. And um there's some chance that if Duke So Duke's a three and a half
00:43:27
point underdog. UVA already beat him once this year. Duke's a three and a half point underdog. That's not that
00:43:31
much. Duke could win. Duke could be a five loss champion of the ACC and be lower rated than two group of five or
00:43:39
group of six champ conference group of five conference champions. So, it's possible that that ACC wouldn't have a a
00:43:45
representative. Now, I've got your eyes open. Now, now I've got your >> I knew about that. I did know about
00:43:50
that. I knew that it was no longer It wasn't that every uh group of five school like the ACC may have no
00:43:56
representative and I would be fine by that. I It means that I assume you mean like Tain could be ranked higher.
00:44:03
>> Well, Tain Tain would I believe be ranked higher um if they win their game
00:44:10
against North Texas. So, the in North Texas. Whoever wins that game, >> North Texas two-lane winner is going to
00:44:15
be higher. The question is whether James Madison, so we need James Madison to win, seriously, James Madison to win and
00:44:22
Duke to be like unimpressive in their win over UVA and then we're going to get
00:44:26
a no ACC playoff. That would be glorious. The other thing that possibly could screw things up, if you you who
00:44:33
like chaos, is if BYU, who's a 12 and a half point underdog to Texas Tech, if
00:44:39
BYU wins, that'll be a classic bid stealer like the like the NCAA that's like the March Madness bid
00:44:46
Steelers where a team that otherwise wouldn't get in gets the conference champion ticket and Tech is Texas Tech
00:44:52
in no matter what. And so that would knock out an atlarge power five team if they did that.
00:44:58
>> Wow. So, just to be clear, that could knock out a Notre Dame as an example.
00:45:02
>> Yeah. And the the ones on the edge are kind of Notre Dame, Alabama, Oklahoma. I
00:45:06
don't know who's the least ranked of those. >> And just to be clear, if BYU, just to my
00:45:11
Am I correct that Texas Tech, did they lose recently? >> No. Tech lost first half of the season
00:45:17
to Arizona State. >> Okay. First half of the season. Okay. So, if if from some shocking way they
00:45:22
get beaten by two scores, they're going anyway. Tech's in. Tech Tech can't knock
00:45:28
themselves out of this. I don't think they can't knock themselves out. Well,
00:45:31
>> it would be amazing if I don't even What are they in the big Is they still called
00:45:34
a Big What are they in now? The Big 12? [laughter] >> Yes, the Big 12. >> Oh, is BYU BYU's in the Big 12?
00:45:40
>> Yeah, they're both >> whatever. Whatever conference they're
00:45:42
in. That would be shocking if two We There had been times, Kate, earlier in the season, we're talking about are any
00:45:48
Big 12 teams getting in. We could get two Big 12 teams. No ACC, no ACC team. That's right. That's right. You can get
00:45:57
two what you want. You want two Big 12. You want BYU, you want Duke to win in a,
00:46:02
you know, fumble recovery at the end of the game and then you want James Madison
00:46:05
to blow out whoever they play. They're big favorites, by the way. Um, and then
00:46:09
so you'd have BYU, Texas Tech, two lane, and uh James Madison, but nobody from
00:46:15
the AC. >> Beautiful. And by the way, are IU and Ohio State playing for the one seat?
00:46:22
>> Uh, yeah, absolutely. Yeah, that's that's that's true. >> Okay.
00:46:27
>> Um, >> nothing really to root for there. I mean, it doesn't really it's not a buy.
00:46:30
I mean, the first four teams got a buy and both these teams >> Well, it's another question. No, no,
00:46:36
>> they're probably both going to get a buy. >> It's no longer remember last year, I
00:46:40
forget who it was, like the 18th ranked team got a buy. That's gone now. It's
00:46:44
the top four ranked team. So, I both these teams are getting buys. Okay. So, so they're not I mean, they're playing
00:46:50
for a lot. They're still playing for a Big 10 championship, but they're not
00:46:53
playing for that much as far as >> it's interesting, Eric. That's That's
00:46:58
exactly right. And that's a fair take. And it's similar. It's similar with the
00:47:02
SEC. It's not It's not as It's not as cut and dry, but these they you kind of
00:47:07
have to care about the champ the conference championships for themselves to care much about these games other
00:47:13
than those Big 10 teams haven't played a lot. I mean, they haven't played a lot
00:47:18
of competition. And so it's kind of a is, you know, are they both real? Are they both as good as we think?
00:47:23
>> Let me ask you let me ask you another question. Is the following possible? I
00:47:26
haven't even thought about this. Georgia has already lost one game, right? They
00:47:29
have one loss. Okay, let's suppose Alabama sticks it to Georgia. Is there any argument that Alabama
00:47:39
should be a top four seed, get a week off as opposed to Oh, so Alabama and Georgia are playing for something. I
00:47:47
mean, if Alabama wins that game convincingly, Alabama could move into the four slot, which is where they have
00:47:53
Georgia now, get a week off and and >> or the two slot. They could be two. I
00:47:57
mean, the SEC champion. Are you kidding? That's a thing for sure. >> Okay. So, all right. So, that game I
00:48:02
really So, I wasn't that excited about that game, but now I mean, it's George
00:48:05
Alabama still, but I now I'm really excited about it because Bama's got something to play for. seeds are going
00:48:10
to be moved around but uh but in but the the so what's what's the yeah the the
00:48:17
margin the outside margin the extrinsic margin is not is there's a little bit of
00:48:21
action but there's not that much action >> okay >> okay Eric um I know you want to talk
00:48:25
about NBA talk to us about though I have before we do that you you brought my attention to the fact that the Colorado
00:48:32
Avalanche have only lost one regulation game all season that's absolutely spectacular now they have
00:48:37
>> looking Yeah I was looking They have six overtime losses. They have six overtime.
00:48:42
>> No, but I mean I understand those are losses. I get how it's scored, but
00:48:46
they're 181 and six. >> Are they just playing Are they just playing for overtime? Do they just do
00:48:55
they do they just crowd the net and save the defensive zone once they get to the
00:48:58
third? >> No. No. We don't know how many over I don't know how many overtime wins they
00:49:01
have. I know they have six overtime losses. I They could be 0 and six in overtime as far as I know. I I just
00:49:07
don't know. Um, but you know, I do this every year at this time of year. They're
00:49:11
on pace for the best record ever in the history of the NHL. 138 points. The record, by the way, is 135 just a couple
00:49:18
years ago. Obviously, you'd have to mean revert. They're not really on they have
00:49:22
they do not have an exceedence where you'd give them anywhere near even a 50%
00:49:27
probability. It would you you couldn't be more than I'm making up a number 20%
00:49:31
at this point. It's not maybe even lower. It's not that low. >> Probably lower. Yeah. Yeah. Plus, we'd
00:49:36
like to know we'd like to know some peripherals, as y'all call them in baseball, peripherals, like what what
00:49:41
are the what are the fundamentals driving that 181 and six record. Do we believe are they are they above
00:49:46
expectation, below expectation? >> What's the what's Pythagorean theorem
00:49:50
for hockey? I don't I I don't I don't know what the parameter >> That's a great that's a great question.
00:49:55
But either way, I just noticed they've only lost at the end of regulation right
00:49:58
now, they've played 25 games and they have lost one. >> Um All right. Well, you got another
00:50:04
example in the NBA, so let's jump over there. >> The Oklahoma City >> last week. Yeah, last week in the NBA,
00:50:09
uh, you know, Audi and I were on the show. I said, Audi, how great do you think OKC is? Remember, they're the
00:50:15
defending champs. I forget if they won 67 or 68 games last year, but they weren't a poter last year. They won the
00:50:21
title and they were the one seed going into the They were the one seed going into the NBA tournament. No one believed
00:50:27
in them. They they won the title last year, right? people who believed in them last year,
00:50:33
they they >> not not but not as strongly like well you know they've not proven themsel now
00:50:39
they're the NBA champs they've got the MVP in Shay Gildish Alexander they're 20
00:50:45
and one 20 and one on a 12game winning streak >> last year they set the record you may
00:50:53
remember Kade for the best point differential in the history of the NBA at 11.5 well they've played 21 games
00:50:59
this year and they're 15.5. So, at some point soon, if this team wins another title, and it's not
00:51:08
shocking me, let me ask a question. When do we start talking about the best record all time? They're 20 and one.
00:51:15
>> Okay, the record 73-9. 73-9. So, they still have to go 53 and 8, which is no joke, but they're at a
00:51:24
pace, I mean, you can do math right now. on the pace of I know there's not 84
00:51:29
games, but 80 and four. >> Yeah. Yeah. It's it's uh it's that's
00:51:34
pretty fantastic. >> And their second best player, >> Jaylen Jackson,
00:51:40
just came back from injury. I think he's played one or two games. >> Okay. What's the best, Eric? What's the
00:51:46
best two season cumulative record we've ever seen? >> That's a great question. I'm only
00:51:52
guessing and I'm gonna say it's a I'm guessing and one of our listeners at
00:51:57
WMoneyball can exit us or tweet at us, however you want to call it. I'm going
00:52:01
to guess it's uh 138 or 139 somewhere around there. Could be it could be as much as 140 like maybe
00:52:11
that the um the Warriors when they won 73 167 or something around there the game before. It's certainly not more
00:52:18
than 140. And I think I have to look exactly at how much OKC won last year, but uh here I can look at it up quickly.
00:52:25
OKC 2024 2025 record. Last year they won 68. Yeah. So if they get to 72, that could well be a record
00:52:37
for the best two year. And certainly I'm not saying it's guaranteed. I'd be
00:52:42
shocked if they don't break the record. You'd agree with this. You'd be shocked
00:52:47
if they don't break the record for the greatest point differential at this point.
00:52:51
>> This point. I mean, I' I'd like to know how there's what schedule they've played
00:52:55
so far. I don't know if it's if it's how balanced it is, how unbalanced it is.
00:52:58
It's also there's a lot of there's a you know, we talked about this on the show
00:53:01
two weeks ago. There's some real trash in the NBA this year. The trash is trash
00:53:06
usual. And so adjusting for that in some way would seem to be appropriate. But >> I think also you have to ask the
00:53:12
question if they're, you know, 70 and five, >> do they play for the record or do they
00:53:18
say, "Look, forget the record. We want to win a second title back to back."
00:53:22
They rest Sheay, they rest Chad Holgrren, they rest Jaylen Jackson. All of a sudden, you and I are playing the
00:53:27
last 10 games of the season. >> I've got to I've got to believe they
00:53:30
they would care a whole lot more about the hardware than the than the one last record. Eric, I've got another Oklahoma
00:53:35
City before we go here in Oklahoma City that kind of connects to you in a way. Eric, you're a good New Yorker. Do you
00:53:40
know who Robert Caro is? >> Who? >> Robert Caro, the biographer. >> I don't.
00:53:46
>> You don't. You should. You You've got some Caroesque characteristics. And you
00:53:50
should definitely know Robert Moses. Here's a New Yorker. Robert Moses. You know who Robert?
00:53:54
>> Robert Moses. >> Okay. So, Carol is Moses's biographer. And then he went on to be a biographer
00:53:59
of Linda Johnson. And he's generally considered the best living biographer, one of the best historian biographers in
00:54:04
US history. And he's got these every 10 years he produces a thousandpage volume.
00:54:10
He's got one on run on Moses. He's got four on OBJ with a fifth to come. And
00:54:15
we're just hoping that he makes the fifth because in he's in his 90s now. Um
00:54:20
is he in his 90s or upper 80s? He's he's getting up there. Anyway, ESPN just
00:54:24
wrote an article about how Sam Prey, general manager of the Oklahoma City Thunder, is a big Robert Carroll fan.
00:54:30
Like he like he's got a real thing about Carol and his biographies. He's
00:54:33
apparently an interesting reader anyway, but he's so much of a fan. And Carol is
00:54:37
like a basketball fan. And so Carol knows that Prey likes his stuff. And so it's just it's my world's coming
00:54:43
together because I teach Carol's books and I read Carol's books and I love Sam
00:54:47
Prey. And ESPN wrote this big honken article this week on Prey and Carol. >> It just makes me love him more. As if I
00:54:54
didn't love Sam Prey enough. >> I'll have to take a look at that. But my
00:54:57
summary of the NBA is not last year. If I told you three years ago, three years ago, the number one teams in the NBA
00:55:04
right now would be OKC and Detroit. [laughter] >> No, I can see I could, you know, you can
00:55:10
almost believe Oklahoma City because they've had so many they've been rebuilding towards this.
00:55:15
>> You know, the Sixers had a ton of draft picks, too, and they haven't made it.
00:55:18
So, but but I think the thing I wanted to just bring up quickly is, you know, we'll talk about this on an entirely
00:55:24
another show is kind of the speed of turnover in certain sports versus others. Like, if I told you next year,
00:55:31
I'll make it up. I don't know who the worst MLB team was. I forget if it was
00:55:34
the White Socks or the Rockies, let's say it's the Rockies, I forget who it
00:55:37
was, who won like barely 40 something games. If I told you they win the title next year, you say absolutely not.
00:55:43
There's no chance. If I told you next year the Giants win the title, you'd
00:55:48
probably still say no chance, right? No chance. >> Well, the San Francisco Giants, they
00:55:54
bounce around pretty reliably. >> I meant the New York Giants. I meant the
00:55:57
football, but probably in the NBA, you know, in a two or threeear stretch, certainly in the NFL, like the if I had
00:56:04
told you two years ago the Patriots may be looking at having the best record in the NFL, I I no
00:56:10
>> Yeah. Still no. >> Yeah. Still no. It's amazing how quickly they and that's why I think in my view
00:56:16
Mike Greybel's the coach of the year. He has to be the coach of the year. >> Yeah, that's reasonable. Utterly
00:56:21
reasonable. And what I mean what a hire he's proven to be so far. And Drake when
00:56:24
Drake May and Drabel, you get a solid coach and a good QB and that's pretty much
00:56:29
>> you're set. You're not quite set, but you're close. Okay, why don't we wrap it
00:56:33
there? That's been a full hour of sports analytics here on Wharton Moneyball.
00:56:38
Thanks to Kevin Cole, our guest in the first half of the show. Thanks to Marissa Raina, our producer, to Dion
00:56:43
Samkins, our associate producer who makes this thing go round. Deep Patel, the big boss lady. And to you guys, the
00:56:49
listeners, thanks for being with us. Come back and join us next time. Between now and then, enjoy your sports.

Episode Highlights

  • Power Rankings Humor
    Kevin shares a humorous take on his power rankings' accuracy.
    “60% of the time it works every time.”
    @ 02m 29s
    December 06, 2025
  • Disconnect in Rankings
    Kevin explains the disconnect between public perception and his power rankings.
    “There's a disconnect between what they're thinking and what my rankings are saying.”
    @ 08m 05s
    December 06, 2025
  • Chiefs' Playoff Chances Dwindle
    Despite being one of the best teams, the Chiefs face tough odds for the playoffs.
    “Odds must be against them making the playoffs at this point.”
    @ 18m 27s
    December 06, 2025
  • The Texans' Defense Dominates
    The Texans have emerged as the number one defense in the NFL, surprising many.
    “The number one defense in the NFL!”
    @ 20m 35s
    December 06, 2025
  • Packers' Playoff Seed Importance
    The Packers may need the number one seed to succeed in the playoffs.
    “The Packers need the number one seed the most.”
    @ 31m 24s
    December 06, 2025
  • High-Stakes Cowboys vs. Lions
    The upcoming game between the Cowboys and Lions could determine playoff fates.
    “Whoever loses that game is essentially eliminated.”
    @ 33m 24s
    December 06, 2025
  • Bills and Ravens' Playoff Hopes
    Discussion on the struggles of the Bills and Ravens this season and their playoff chances.
    “It's just odd that that team is odd this year.”
    @ 34m 55s
    December 06, 2025
  • Duke's ACC Championship Bid
    Duke could become a five-loss champion if they win against UVA, complicating playoff scenarios.
    “Duke could be a five loss champion of the ACC.”
    @ 43m 32s
    December 06, 2025
  • Potential Chaos in College Football Playoffs
    The possibility of multiple teams from the Big 12 making the playoffs while the ACC might not have any representatives.
    “That would be amazing if... no ACC team.”
    @ 45m 59s
    December 06, 2025
  • Oklahoma City Thunder's Dominance
    The Thunder are on a 12-game winning streak and have the MVP in Shay Gildish Alexander.
    “They’re 20 and one on a 12-game winning streak.”
    @ 50m 48s
    December 06, 2025
  • Potential Record-Breaking Season
    If the Thunder continue their pace, they could challenge the all-time best record.
    “When do we start talking about the best record all time?”
    @ 51m 10s
    December 06, 2025
  • Robert Caro's Influence
    Sam Prey, GM of the Thunder, is a fan of biographer Robert Caro, connecting sports and literature.
    “ESPN wrote an article about how Sam Prey is a big Robert Caro fan.”
    @ 54m 24s
    December 06, 2025

Episode Quotes

  • I think everyone is making at least an implicit prediction.
    Understanding NFL Performance Variance Through Predictive Metrics
  • It's just happened to certain teams.
    Understanding NFL Performance Variance Through Predictive Metrics
  • The Texans are the number one defense in the NFL!
    Understanding NFL Performance Variance Through Predictive Metrics
  • If the Cowboys lose, they're essentially eliminated.
    Understanding NFL Performance Variance Through Predictive Metrics
  • If Duke wins, they could be a five loss champion.
    Understanding NFL Performance Variance Through Predictive Metrics
  • I’d be shocked if they don’t break the record.
    Understanding NFL Performance Variance Through Predictive Metrics

Key Moments

  • Analytics Debate01:22
  • Team Disconnect08:05
  • Power Rankings Debate18:49
  • Texans' Rise20:40
  • Bills and Ravens34:11
  • Chaos in Playoffs45:59
  • Record Pace51:24
  • Caro Connection54:24

Tension Over Time

Words per Minute Over Time

Vibes Breakdown