Latest / Daily Fantasy Sports by Ship It Nation / PGA Championship PGA Leverage Lane | DraftKings & FanDuel DFS | Single-Entry GPP Strategy
Transcript
- 0:00Speaker 1: Yeah, all systems gone clear your lift?
- 0:35Speaker 2: What's up everyone? Tyler Tamberlain here aka Toteken Tambo back
- 0:39Speaker 2: for another edition of Leverage Lane. Here on the ship
- 0:42Speaker 2: at Nation YouTube Station, going to be talking all things
- 0:44Speaker 2: PGA Championship.
- 0:45Speaker 3: We've got Major number two. Excited for that.
- 0:48Speaker 2: My guy Alex Blickel here with me, is always going
- 0:50Speaker 2: to break it all down to talk about the core fit.
- 0:52Speaker 3: We have a huge Scottie conversation. We're going to talk about.
- 0:55Speaker 2: The chalk build, how things have changed since our conversation
- 0:57Speaker 2: on the Mail Show last week. I think that's a
- 1:00Speaker 2: and especially with some of those value plays down low,
- 1:02Speaker 2: you'll want to tune in for. And then we'll talk,
- 1:04Speaker 2: of course about how we can leverage all of this
- 1:06Speaker 2: and hopefully find our way to the top for a
- 1:08Speaker 2: million dollars. I had a really close call Alex at
- 1:10Speaker 2: the Masters until I didn't, but it was still a
- 1:12Speaker 2: six figure week that I'm excited about and bring it in.
- 1:14Speaker 2: If you win one hundred k at the first major,
- 1:16Speaker 2: you're obviously winning it at the second one too, so
- 1:18Speaker 2: got to remember that. That's always the excitement. But how
- 1:20Speaker 2: you do my friends? Second Major's here, We're back.
- 1:22Speaker 4: Yeah, and we're in We're in Philly, so we're in
- 1:24Speaker 4: my you know, my hometown, especially of the golf world.
- 1:27Speaker 4: I can't I can't wait for this week. I can't
- 1:29Speaker 4: wait to see iron I mink and hopefully hopefully this
- 1:32Speaker 4: is like, as you know, as good as Ironman can get.
- 1:34Speaker 4: It might be a little bit soft, but it seems
- 1:37Speaker 4: like the rough is at least thicker than Philly Crickets
- 1:39Speaker 4: rough was last year. So I'm I'm really excited for
- 1:42Speaker 4: that aspect of it, just to watch as a fan.
- 1:44Speaker 4: And then I also think it's a it's a fun
- 1:46Speaker 4: DFS week. I'm curious your thoughts on the pricing. I
- 1:49Speaker 4: know we talked about a little bit with Pat, but
- 1:51Speaker 4: do you like having this five K range? Do you
- 1:54Speaker 4: like the way the pricing is set up this week?
- 1:56Speaker 3: I'm okay with it.
- 1:57Speaker 2: I don't know if I like or love it, but
- 1:59Speaker 2: I will say that I do feel like there's people.
- 2:02Speaker 2: I feel like there's an opportunity and people are gonna
- 2:03Speaker 2: make more mistakes because of it.
- 2:05Speaker 3: They're not used to it, they're not ready for it.
- 2:06Speaker 2: Doesn't mean I'll win because of that or will win
- 2:08Speaker 2: because of that, but it is noteworthy that I think
- 2:11Speaker 2: a lot of people struggle, and we're going to talk
- 2:12Speaker 2: about some of those. We're going to abandon the you know,
- 2:15Speaker 2: comments from last week and you know, the recaps and everything.
- 2:18Speaker 2: It's a major week. We want to get fully focused
- 2:20Speaker 2: on this one, so stay tuned for that. But I
- 2:22Speaker 2: will say I do think there's some thoughts, like little
- 2:24Speaker 2: tidbits of information you'll hear people say, and I'm like, man,
- 2:27Speaker 2: that could lead them to a mistake this week, and
- 2:30Speaker 2: that could be good for us keeping an eye on
- 2:32Speaker 2: our stuff reviewing lineups before we press enter. You're playing
- 2:35Speaker 2: from the single entry perspective, but really think this pricing
- 2:38Speaker 2: can help work to your advantage. It doesn't mean it
- 2:41Speaker 2: will work, but as long as you feel good about
- 2:43Speaker 2: the process going in.
- 2:44Speaker 3: What are your first thoughts on it?
- 2:45Speaker 4: Yeah, I think there are pros and cons to it.
- 2:47Speaker 4: I think the first con that I see to it
- 2:50Speaker 4: is that it's really hard for anybody to build a
- 2:53Speaker 4: bad lineup this week, where like man, it's just so
- 2:56Speaker 4: whether you want to build Scotty lineups or not, it's
- 2:59Speaker 4: so easy to build line where all six players are
- 3:01Speaker 4: really good golfers. So that aspect of it, I think
- 3:04Speaker 4: takes the edge away a little bit where it's it's
- 3:07Speaker 4: one of those weeks where like it's gonna be really
- 3:09Speaker 4: hard to outbuild people. You're you're actually gonna have to
- 3:11Speaker 4: outpick people, and that's the harder part of DFS. I
- 3:13Speaker 4: think you and I both very much agree on that,
- 3:15Speaker 4: especially like in NFLDFS, it's one of the things we
- 3:18Speaker 4: stress all the times, like you can just outbuild the competition,
- 3:20Speaker 4: You're gonna do really well without even trying to outpick
- 3:23Speaker 4: the competition. It's a little bit hard to do that
- 3:25Speaker 4: typically in PGADFS, but this week I think that's especially true.
- 3:28Speaker 5: And then.
- 3:30Speaker 4: The flip side of that though, is I do think
- 3:33Speaker 4: it's going to be a lot harder for the industry
- 3:35Speaker 4: to get ownership right this week. And so you know,
- 3:38Speaker 4: given how much time and energy I put into ownership,
- 3:40Speaker 4: I do think this is one of those weeks where
- 3:42Speaker 4: I can get a pretty strong ownership advantage just because
- 3:46Speaker 4: I think they're gonna be guys that the field is
- 3:48Speaker 4: surprised at how low owned they are. They're gonna be
- 3:50Speaker 4: surprised that certain guys get to like twenty five or thirty.
- 3:52Speaker 4: They're gonna, you know, someone in this field is gonna
- 3:55Speaker 4: get to thirty percent owning, The field's gonna be like,
- 3:57Speaker 4: how the hell did this guy get there? And hopefully
- 3:59Speaker 4: I can at least somewhat see that sort of thing coming.
- 4:01Speaker 4: And so I think that's where I'm really concentrated on
- 4:05Speaker 4: this week from an advantage standpoint, is just where's the
- 4:08Speaker 4: field going to be wrong ownership wise? And that's not
- 4:10Speaker 4: a terrible place to be, but it's not quite as
- 4:12Speaker 4: strong of an edge as I think we often get
- 4:14Speaker 4: when it's just like man for some reason, the field
- 4:17Speaker 4: is completely ignoring this entire eight K range.
- 4:19Speaker 5: And they're all really good players.
- 4:20Speaker 4: So that's a little bit more advantageous than this, but
- 4:23Speaker 4: this is still solid.
- 4:24Speaker 3: I got more on this later.
- 4:25Speaker 2: You bring us some really good points there, and I
- 4:27Speaker 2: think one of the main ones is I actually especially
- 4:29Speaker 2: for yourself, and I know it's why you called it
- 4:30Speaker 2: an advantage with someone who works strongly on the ownership
- 4:33Speaker 2: and understands it and combinatorial things. I think that you
- 4:36Speaker 2: mentioned that we will talk about that's a huge advantage, yes,
- 4:39Speaker 2: but I actually don't think you'll do a bad job
- 4:42Speaker 2: with it. But I will say I don't care who
- 4:44Speaker 2: is good at it. Or how good they are, and
- 4:45Speaker 2: I'm worried about it even for our own side at
- 4:46Speaker 2: Shippa Nation, et cetera. Is there's opportunity for big mistakes
- 4:51Speaker 2: to be made this week in the sense of, like
- 4:53Speaker 2: you thought it was going this way, it goes this way.
- 4:55Speaker 2: It changes the dynamic completely. So we'll talk more on
- 4:59Speaker 2: that when we get to how to leverage the chalk build.
- 5:01Speaker 3: Before we get into the.
- 5:02Speaker 2: Course the conversation around there, I want to bring up
- 5:04Speaker 2: I like this one for retail ripper says, if you
- 5:05Speaker 2: love free golf content, just click the like button.
- 5:08Speaker 3: It helps them. I really like the follow up though,
- 5:10Speaker 3: tremendously bigly.
- 5:11Speaker 2: It helps.
- 5:12Speaker 3: So yeah, do us a favor.
- 5:13Speaker 2: If you're watching as live as you are right now,
- 5:15Speaker 2: you just if you're even on mobile, you just click
- 5:17Speaker 2: the X on the chat for two seconds, click the
- 5:19Speaker 2: thumbs up, bring it back. It does help us tremendously bigly.
- 5:23Speaker 2: And I got to bring this up, Alex. I just
- 5:24Speaker 2: let everybody know. It is our third birthday at ship
- 5:27Speaker 2: it Nation this Friday, and you know I'm always working
- 5:29Speaker 2: on those one liners.
- 5:30Speaker 3: So the ship it Nation celebration.
- 5:32Speaker 2: From marketing perspective, we're turning three join for free if
- 5:35Speaker 2: you go to the site. No code required. You just
- 5:38Speaker 2: go to ship nation dot com. Very easy to do.
- 5:41Speaker 2: When you get on the page, it's right at the top.
- 5:43Speaker 2: You click that banner, it will take you in. It's
- 5:45Speaker 2: free for a week. It's like any other trial. You
- 5:48Speaker 2: got to enter your stuff. You can cancel it any time.
- 5:50Speaker 2: Try it out though, but you can get right in
- 5:51Speaker 2: the discord. You can get access to everything we've got
- 5:54Speaker 2: to offer. And there is another additional add on. Someone's
- 5:57Speaker 2: looking for a breakdown in the chat.
- 5:59Speaker 3: We're not gonna do it. I'll do a quick version of.
- 6:01Speaker 2: It now, but with the Stone two point zero where
- 6:04Speaker 2: you guys saw us go fully you know optional too.
- 6:06Speaker 3: You can find just the pivots.
- 6:08Speaker 2: You can have this last week's data, by the way,
- 6:09Speaker 2: but just noting you can have everything you need in
- 6:11Speaker 2: one place. We did add an official lineup handbuilder, so
- 6:16Speaker 2: I know people like messing around with this, and on
- 6:17Speaker 2: future shows, maybe we bring it in live, just as
- 6:19Speaker 2: we'll have more accurate numbers and the up to date
- 6:21Speaker 2: data and all that. I'm bringing a beta thing and
- 6:24Speaker 2: it's not even live for our members yet. But it's
- 6:26Speaker 2: a free week. You get to try this out. It
- 6:28Speaker 2: will have everything you need on there where you could
- 6:30Speaker 2: set it up. So if I clear the lineup, for example, here,
- 6:33Speaker 2: turn off the lock first, clear it. You can bring
- 6:36Speaker 2: in and it's a true handbuilder. But you can start
- 6:39Speaker 2: to see like, okay, if I go, Tommy, this is
- 6:41Speaker 2: last week again sam Burn's Woodland, you'll have just like
- 6:44Speaker 2: a standard site would have on an optimized So even
- 6:46Speaker 2: if you don't have a Saber sam an optimizer package
- 6:49Speaker 2: something like that, you can clear the lineup, you can
- 6:52Speaker 2: optimize it and see what the highest projected lineup is,
- 6:55Speaker 2: what the ownership on each player is, how it all
- 6:57Speaker 2: shakes out, the cap used, et cetera. So no full
- 7:00Speaker 2: preview here today. Guys want to get right to the content,
- 7:03Speaker 2: and like I said, stick around. There's gonna be more
- 7:04Speaker 2: that we go through. But I do think that this
- 7:07Speaker 2: is just another key addle over at chip atnation dot com.
- 7:10Speaker 2: And if you saw it when I had it there
- 7:12Speaker 2: on screen, that is under the stone two point oh again,
- 7:15Speaker 2: just go there, click free, get in.
- 7:17Speaker 3: You can join the discord right away.
- 7:19Speaker 2: You'll get two point oh all the other stuff we
- 7:22Speaker 2: offer the showdown content, but it's all access. You'll get
- 7:24Speaker 2: the NBA Playoffs, you'll get the MMA slate this weekend.
- 7:27Speaker 2: You'll get the NHL Playoffs, you get MLB Daily, all
- 7:31Speaker 2: that stuff. So you can check us out on ship
- 7:32Speaker 2: atnation dot com. All right, Alex, that's the promo. Bring
- 7:36Speaker 2: it back to the hometown here. Speaking of hometown, you
- 7:39Speaker 2: talked about it. By the way, I'm trying to go
- 7:40Speaker 2: to the whole show without having to say the name
- 7:42Speaker 2: of the course. I can never say it right. So
- 7:44Speaker 2: I'm glad you busted it out one time already. But
- 7:47Speaker 2: talk to us about this course. We'll get to the
- 7:49Speaker 2: DFS stuff, we'll get to the pricing, how it all
- 7:51Speaker 2: shapes out together.
- 7:52Speaker 3: But first off, people want to know whether course the length.
- 7:56Speaker 2: Rory's comments today outside of his blister on his toe
- 7:59Speaker 2: and quitting after three and Colin morricows back, he's talking
- 8:02Speaker 2: about but the course, Rory said, there's like no strategy here,
- 8:06Speaker 2: just bomb it out there and see how it goes.
- 8:07Speaker 2: But talk to us about this course. You're from the area,
- 8:10Speaker 2: so let us know. Yeah.
- 8:11Speaker 4: I actually don't think that Rory's correct in his assessment
- 8:14Speaker 4: of the course. And it's interesting because he made very
- 8:17Speaker 4: similar comments almost a year ago to the day about
- 8:21Speaker 4: Philadelphia Cricket Club and he ended up finishing I think
- 8:25Speaker 4: it was seventh, but like he was never in contention,
- 8:27Speaker 4: and guys who played the course a little bit differently
- 8:30Speaker 4: than he did had more success.
- 8:31Speaker 5: And so I do think he's a little bit wrong
- 8:34Speaker 5: in that regard.
- 8:34Speaker 4: And it's interesting because like half of what he said
- 8:37Speaker 4: when he talked about the greens and he talked about
- 8:39Speaker 4: how the greens are the test of this golf course,
- 8:42Speaker 4: he was one hundred percent correct. It's just he he
- 8:44Speaker 4: makes a different conclusion about how to get there and
- 8:47Speaker 4: how to actually strategize around the greens than I would.
- 8:50Speaker 4: And then I think most players are kind of making
- 8:52Speaker 4: which is the key to understand about this golf course
- 8:55Speaker 4: is that the greens are I wouldn't call them like
- 9:00Speaker 4: huge by any means, but they play significantly smaller than
- 9:04Speaker 4: their actual areas because they've got spines running all throughout
- 9:07Speaker 4: the greens and it's it's kind.
- 9:09Speaker 5: Of a signature of Donald Ross.
- 9:11Speaker 4: But even he has said when I go back to
- 9:15Speaker 4: you know, when I go back to a Ronoman guy,
- 9:17Speaker 4: I realized, like this is my crown jewel. This is
- 9:19Speaker 4: the ultimate Donald Ross golf course. And it's largely because
- 9:22Speaker 4: of these green complexes. And so what with these spines
- 9:24Speaker 4: end up doing is they create very segmented greens. And
- 9:28Speaker 4: so when you're hitting towards a pin, you know, ordinarily,
- 9:31Speaker 4: if you hit a shot to fifteen feet, you hit
- 9:33Speaker 4: it to fifteen feet. If you hit it to twelve feet,
- 9:35Speaker 4: you hit it to twelve feet, If you hit it
- 9:36Speaker 4: to twenty five feet, you hit it to twenty five feet.
- 9:38Speaker 4: But on these greens, it could be the case that, like,
- 9:41Speaker 4: if you hit it to fifteen feet, you get into
- 9:44Speaker 4: the correct segment and it funnels to the hole and
- 9:47Speaker 4: it's a ten foot putt. If you hit it to
- 9:48Speaker 4: eighteen feet, you're on the wrong side of the spine
- 9:51Speaker 4: and rolls out to twenty five thirty feet, And now
- 9:54Speaker 4: even though you're somewhat close to the flag, your putt
- 9:57Speaker 4: goes way up a hill, way down a hill, breaking
- 10:00Speaker 4: hard to the right, and you just have absolutely no
- 10:02Speaker 4: chance at actually making that. And suddenly, even though you're
- 10:05Speaker 4: twenty five feet from the hole, it's a tough two putt.
- 10:07Speaker 4: So you have to be like super super precise coming
- 10:10Speaker 4: into these greens to get scoring opportunities. When you miss
- 10:13Speaker 4: these greens, you have the potential to miss in areas
- 10:16Speaker 4: where it's going to be impossible to get the ball
- 10:17Speaker 4: close on your chip shot, or you can miss in
- 10:20Speaker 4: a similar area. And it's a really straightforward up and down.
- 10:23Speaker 4: And so all of this is to say, like I
- 10:25Speaker 4: think there's gonna be a massive emphasis on an approach
- 10:27Speaker 4: play this week, a de emphasis on around the green play,
- 10:30Speaker 4: an emphasis on accuracy off the tea not distance, which
- 10:33Speaker 4: is where I really agree with disagree with Rory. And
- 10:37Speaker 4: the cool thing is I kind of came to that
- 10:39Speaker 4: conclusion number one, just from knowing the course and from
- 10:42Speaker 4: playing the course like twenty times on the sims of
- 10:45Speaker 4: the last few months. It's like the only course I've
- 10:46Speaker 4: played on Sims anytime I've been on them, just to
- 10:49Speaker 4: get a sense for this week, because I'm so damn
- 10:51Speaker 4: excited for this week. But so I came to this
- 10:54Speaker 4: conclusion about like how I expect the course to play,
- 10:57Speaker 4: and then I thought, Okay, well let me test what
- 10:58Speaker 4: the course fit model says for like all Donald Ross
- 11:01Speaker 4: courses on the PGA Tour, And it's exactly that you
- 11:03Speaker 4: see a spike in accuracy, you see a big spike
- 11:06Speaker 4: in approach play and you see a massive decline in
- 11:08Speaker 4: the predictive value of around the green play and so
- 11:10Speaker 4: I think Aronomank is going to be the typical Donald
- 11:12Speaker 4: Ross course, a little bit on steroids. And that gets
- 11:16Speaker 4: to exactly what I just talked about.
- 11:17Speaker 2: And you got me fired up, man, like just talking
- 11:19Speaker 2: about the crown jewel of his stuff and everything he
- 11:21Speaker 2: puts together, like everyone always thinks the Again, I've been
- 11:24Speaker 2: part of this as well, so it's like everybody, I
- 11:26Speaker 2: would definitely fall in this out like the PGA Championship,
- 11:28Speaker 2: the worst major, no juice whatever. I get it that
- 11:31Speaker 2: you're not going to compare to the Masters, the US Open.
- 11:33Speaker 2: I love the US Open, by the way, and I'm Canadian,
- 11:35Speaker 2: so that tells everything you need to know the Open,
- 11:37Speaker 2: the cool part of like the courses and getting to
- 11:39Speaker 2: stay up late and you know, watch it through the night.
- 11:41Speaker 3: Have all these different facts.
- 11:42Speaker 2: Yeah, there's always a reason that the PGA Championship comes
- 11:45Speaker 2: in last, but maybe the GAP's just not as much
- 11:48Speaker 2: as it usually is this year when you get a
- 11:49Speaker 2: course this exciting, the full field, everything that's going on
- 11:52Speaker 2: in the golf world would live in PGA and the
- 11:54Speaker 2: interviews of like Rom can't even answer the questions because.
- 11:57Speaker 3: Like that's for me to know.
- 11:58Speaker 2: It's like, okay, buddy, we get it, like things like that,
- 12:01Speaker 2: but it just does make it that much better. Bryson
- 12:04Speaker 2: being in the investment meetings, he's saying going forward, like
- 12:06Speaker 2: are you gonna buy live with your YouTube money? Like
- 12:08Speaker 2: who knows what's gonna happen. But just the length did
- 12:11Speaker 2: come up, so that's why you know you hit on
- 12:13Speaker 2: a lot there. But was there anything to this because
- 12:15Speaker 2: Rinn said he had to run. But longtime member over
- 12:17Speaker 2: at Triper Nation, always supporting and we appreciate him, says,
- 12:20Speaker 2: My question is what makes this course long? There are
- 12:22Speaker 2: five out of twelve power fours over four or fifty
- 12:25Speaker 2: five yards, which doesn't even seem very long. Is it
- 12:27Speaker 2: fully a misconception? It's just like the length is the length?
- 12:30Speaker 2: Or is it like something else to this that you
- 12:32Speaker 2: want to add on.
- 12:33Speaker 4: I would say that it isn't long. It's it's not
- 12:35Speaker 4: a long golf course. It's it's gonna be a lot
- 12:37Speaker 4: like Philly cricket, where so, like you know, I think
- 12:42Speaker 4: I played the Philadelphia Open at this course probably ten
- 12:45Speaker 4: eleven years ago something like that, and and I actually
- 12:49Speaker 4: remember when I played it, you know, I was forty
- 12:53Speaker 4: pounds later and I hit the ball forty yards shorter
- 12:55Speaker 4: than I do now, And I remember thinking, like walking
- 12:58Speaker 4: around the golf course, like, man, this is a long,
- 13:00Speaker 4: difficult course. But I'm sure that if I went back
- 13:03Speaker 4: and played it today that I wouldn't feel that way.
- 13:04Speaker 4: And it's it's also similar to cricket in the sense that,
- 13:08Speaker 4: like you, if you play the Pennsylvania Open, there a
- 13:12Speaker 4: quarter of the field can take the bunkers out of
- 13:14Speaker 4: play and a lot of the t shuts. Same thing here,
- 13:17Speaker 4: except it's a quarter of the field can't when you
- 13:20Speaker 4: get to a PGA Torven, when you get to the
- 13:22Speaker 4: PGA Championship. And so it's not that the long guys
- 13:24Speaker 4: have an advantage. It's that the shortest of the short
- 13:26Speaker 4: guys might have a disadvantage because of the length. But
- 13:30Speaker 4: you know, and I think Michael Kim put a tweet
- 13:33Speaker 4: out this morning where he said, like the carry number
- 13:35Speaker 4: you need is to eighty five. The vast majority of
- 13:37Speaker 4: tour players, especially the ones that we're considering actually playing,
- 13:40Speaker 4: have too eighty five very easily in their bag. Russell
- 13:42Speaker 4: Henley might be like the only really really good player
- 13:45Speaker 4: who consistently can't carry his ball to eighty five. And
- 13:48Speaker 4: so I don't think the distance of the course. I
- 13:51Speaker 4: don't think the length of the tee is going to
- 13:52Speaker 4: be a huge factor. The only way that it would
- 13:56Speaker 4: is if it gets really soft, really cold, really windy,
- 13:59Speaker 4: and some of the key holes with the key carries
- 14:02Speaker 4: are into the wind.
- 14:02Speaker 5: But it doesn't look like we're gonna get quite that.
- 14:04Speaker 2: Do you have anything else to add on weather? Since
- 14:06Speaker 2: we're on that topic, I'll bring this down just to Claire.
- 14:08Speaker 2: I mean, that was a perfect segue. I was gonna
- 14:10Speaker 2: ask that next, and you already kind of said, do
- 14:11Speaker 2: you see anything with weather that concerns even if we
- 14:14Speaker 2: don't bring it up right now or anything, Is there
- 14:15Speaker 2: anything from that perspective that you're thinking of.
- 14:18Speaker 4: I mean, it's it's something where like at the moment
- 14:21Speaker 4: I would say it's just something we need to monitor,
- 14:23Speaker 4: there's there's not there's nothing like overly obvious that we
- 14:28Speaker 4: need to talk through.
- 14:29Speaker 3: One thing.
- 14:29Speaker 4: I do notice, like as I look through the forecasts,
- 14:34Speaker 4: there was about a week ago when I looked at
- 14:36Speaker 4: the like the initial forecasts, and up through the last
- 14:38Speaker 4: few days, it did look like there was going to
- 14:40Speaker 4: be a pretty considerable amount of rain Wednesday night into
- 14:44Speaker 4: Thursday morning, which could really soften the course. Right now
- 14:46Speaker 4: I'm seeing a lot lot less to what was initially forecasted.
- 14:50Speaker 4: That would be awesome if that actually comes to fruition,
- 14:52Speaker 4: because it means the course we'll play a lot firmer.
- 14:55Speaker 4: The other thing, if you recall from Philly cricket last year,
- 14:59Speaker 4: is the that it played significantly harder than the other days.
- 15:02Speaker 4: Day one was kind of its own thing where there
- 15:04Speaker 4: was no wind whatsoever, it was warm. They put all
- 15:07Speaker 4: of the pins, like literally fifteen of the eighteen pins
- 15:10Speaker 4: and the easiest location possible on the greens.
- 15:12Speaker 5: I don't know what they were thinking with that, and
- 15:14Speaker 5: so they played really easy.
- 15:15Speaker 4: But then there was one day where it played particularly
- 15:18Speaker 4: hard and it was a lot cooler. There was some rain,
- 15:20Speaker 4: but it was the coolness the north wind. And it
- 15:24Speaker 4: looks like we're getting that. So when guys are teeing
- 15:26Speaker 4: off early Thursday morning, it's going to be low fifties.
- 15:29Speaker 4: Doesn't get higher than sixty four. On Thursday Friday, guys
- 15:32Speaker 4: are going to tee off in the upper forties. Doesn't
- 15:35Speaker 4: get higher than sixty seven in the afternoon. There's going
- 15:37Speaker 4: to be a lot of wind on Friday, so yeah,
- 15:39Speaker 4: I think at least Thursday Friday we could see some
- 15:42Speaker 4: pretty difficult conditions. And then it does warm up and
- 15:45Speaker 4: the wind looks like it's going to die down on Saturday,
- 15:47Speaker 4: and then.
- 15:48Speaker 5: It'll be very very warm Sunday.
- 15:49Speaker 4: But hopefully by that time the course is like really firm,
- 15:52Speaker 4: and now the heat is actually making it play even
- 15:54Speaker 4: firmer and tougher. So as of right now, the forecast
- 15:58Speaker 4: looks as good as it has in the last couple
- 16:00Speaker 4: of weeks in terms of making around them in a
- 16:03Speaker 4: really good test.
- 16:04Speaker 2: Yeah, and I think a couple key points to outside
- 16:06Speaker 2: of the weather, but just some of those factors that
- 16:07Speaker 2: you mentioned that lead to these major weeks. And when
- 16:09Speaker 2: people get so confused about like you mentioned like the
- 16:12Speaker 2: Russell Henley thing, it's like, yeah, but the guys used
- 16:14Speaker 2: to coming in from these longer iron shots. It's one
- 16:16Speaker 2: of his specialties. Oh and then it gets firm. Yeah,
- 16:19Speaker 2: he's often playing. He's been around for many years when
- 16:21Speaker 2: courses get firm, and that's why you see guys like
- 16:24Speaker 2: him and Hideki and Lowry and Sung Jay's and those
- 16:27Speaker 2: guys in the world that like, yeah, they over the weekend,
- 16:29Speaker 2: they just find their way up the board and they're like, oh,
- 16:31Speaker 2: here comes Harris English again. That guy, how does he
- 16:33Speaker 2: still do this? Here's Brian Harmon. It's like it's literally
- 16:35Speaker 2: what they've done their whole life. It's their professional like
- 16:38Speaker 2: everyone's professional. But I'm saying when people get so shocked
- 16:41Speaker 2: by that, it's.
- 16:42Speaker 3: Like, well, I thought it was gonna be bombers. I
- 16:44Speaker 3: thought it was gonna be this.
- 16:45Speaker 2: It's like this a lot of these guys can still
- 16:47Speaker 2: they're bombers to you, buddy in most cases. Like that's
- 16:49Speaker 2: first of all, and it's like the draw like a
- 16:52Speaker 2: three hundred yard player and like a three thirty, Like yeah,
- 16:55Speaker 2: there's a huge difference, but three hundred still plays and
- 16:57Speaker 2: two eighty five is all you need to say from carry.
- 16:59Speaker 2: It's like these guys are still gonna be in the mix.
- 17:01Speaker 2: They might be forty. Look look at the the year.
- 17:03Speaker 2: I was talking about me with my dad about this
- 17:05Speaker 2: the other day about like remember Bryson versus Lee Westwood
- 17:08Speaker 2: at API with the big Bryson thing and boom, It's like, yeah,
- 17:11Speaker 2: he was what was the eighty yards?
- 17:13Speaker 3: I had a Lee Westwood.
- 17:14Speaker 2: How many poles did that take before Bryson could finally
- 17:16Speaker 2: finish it. It's like lead kept up just fine. Yeah,
- 17:19Speaker 2: I'll be fifty sixty eighty yards back whatever, but I'm
- 17:22Speaker 2: very comfortable in this spot. And then I'll play the
- 17:24Speaker 2: rest of the hole. And you got to do your
- 17:25Speaker 2: job still too, and if you don't, and it was
- 17:28Speaker 2: all but it's easier for him. Not always. They're not
- 17:30Speaker 2: always the best iron players if they're the longest player
- 17:32Speaker 2: off the tee, So different skills required for.
- 17:35Speaker 3: Different things, anything else you want to add on that.
- 17:36Speaker 3: If not, we can keep it moving.
- 17:37Speaker 4: Oh yeah, So let's think about Henley for a second.
- 17:40Speaker 4: Like one of the holes where he's gonna have a
- 17:42Speaker 4: disadvantage off the tee is the back nine par five.
- 17:45Speaker 4: And when you look at the back nine par five,
- 17:47Speaker 4: you'll see why there's a there's a fairway bunker left
- 17:50Speaker 4: side of the fairway.
- 17:51Speaker 5: It's a slight dog leg left.
- 17:53Speaker 4: The longer and even the average distance players in the
- 17:56Speaker 4: field are gonna take it over that bunker. They're gonna
- 17:59Speaker 4: cut that corner little bit and they're gonna have you know,
- 18:02Speaker 4: two hundred to two hundred and forty yards in or
- 18:04Speaker 4: something like that for their second shot into the par five.
- 18:06Speaker 4: Henley's not gonna be able to take on that bunker.
- 18:08Speaker 4: It's he gonna have to play around the bunker to
- 18:11Speaker 4: the right side, maybe even leave his drive short of
- 18:13Speaker 4: the bunker. But it's not a huge deal for him
- 18:15Speaker 4: because that means his second shot is just a lay
- 18:18Speaker 4: up inside of one hundred yards where he's one of,
- 18:20Speaker 4: if not these single best players on tour from that range.
- 18:24Speaker 4: So that he's when he gets to that te box, Yes,
- 18:28Speaker 4: he knows that it might be a three shot hole
- 18:30Speaker 4: for him. Maybe he thinks he can get there, you know,
- 18:32Speaker 4: with a with a three wood whenever everyone else is
- 18:34Speaker 4: hitting six id in the green or something like that.
- 18:36Speaker 4: But he's still standing on that tee thinking, I'm gonna
- 18:39Speaker 4: make a birdie here because I'm gonna put a wedge
- 18:41Speaker 4: in my hand from the fairway from eighty yards and
- 18:43Speaker 4: I'm gonna get that up and down six times out
- 18:45Speaker 4: of ten or something like that. Right, So he's still
- 18:47Speaker 4: gonna be scoring on those holes. It's not like that
- 18:50Speaker 4: takes him out of the hole and means he has
- 18:52Speaker 4: to play for par when everyone else is playing birdie.
- 18:54Speaker 4: So yeah, I again I don't. I don't see length
- 18:57Speaker 4: being a big variable at all this week. The one
- 19:01Speaker 4: thing I'll say about that is PGA championships as a
- 19:04Speaker 4: whole have emphasized distance, and that could be something to
- 19:08Speaker 4: do with just the setup and the rough. Again, I
- 19:11Speaker 4: don't see that happening this week, but if it does happen,
- 19:13Speaker 4: I'm not going to be shocked by it. And I
- 19:17Speaker 4: know that, like data Golf found a distance to be
- 19:20Speaker 4: predictive the last time the Tour was at Aeronomic in
- 19:23Speaker 4: twenty eighteen, my numbers didn't find that, and it's rare
- 19:26Speaker 4: that we differ, but that can also happen when you
- 19:28Speaker 4: just have like a one year sample size that's not
- 19:30Speaker 4: reliable at all. And again I then point to just
- 19:33Speaker 4: all Donald ross courses not having that distance signal. So
- 19:36Speaker 4: I'm pretty confident in my read of the course this
- 19:39Speaker 4: week and that it's going to be accuracy over distance,
- 19:43Speaker 4: not because you really gain an advantage with accuracy compared
- 19:47Speaker 4: to distance, but because if you're gaining with accuracy, you're
- 19:50Speaker 4: putting yourself in position to gain with approach play, and
- 19:52Speaker 4: that's where the money's going to be made this week.
- 19:54Speaker 2: I agree that that's where I mean, we're fully aligned
- 19:56Speaker 2: on that to start. We'll see how it shapes out
- 19:57Speaker 2: and we get to our leverage lane at the end
- 19:59Speaker 2: and some of the other stuff. Definitely see that as
- 20:01Speaker 2: a potential way, because I'm very curious to see. Now.
- 20:04Speaker 2: I don't know if you have any other sort of
- 20:05Speaker 2: topics you want to hit on. We're definitely gonna have
- 20:07Speaker 2: the Scotty conversation. But it kind of bleeds into the conversation.
- 20:11Speaker 2: And actually there's some questions of the chat I might
- 20:12Speaker 2: hit in the second two, but it definitely bleeds into
- 20:14Speaker 2: the conversation of the chalk build and I've built it
- 20:17Speaker 2: a few different ways, but it always seems to lead
- 20:20Speaker 2: back to Scotty, Like there's always a way to get
- 20:22Speaker 2: to Scotty.
- 20:23Speaker 3: And so I do think we end up seeing like
- 20:26Speaker 3: thirty to forty.
- 20:27Speaker 2: I just I'm wondering right off the top, before we
- 20:29Speaker 2: have that conversation, meeb hit some of these questions. First,
- 20:31Speaker 2: just quickly, do you see Scotty thirty to thirty five
- 20:34Speaker 2: or do you see Scotty thirty five to forty plus.
- 20:37Speaker 3: What's more in twenty five dollars million? Maker, Let's use
- 20:39Speaker 3: as an example.
- 20:40Speaker 4: My numbers say twenty five to thirty. My brain and
- 20:45Speaker 4: instinct coming into the.
- 20:46Speaker 5: Week says forty plus.
- 20:48Speaker 4: So that's gonna be something like I'm gonna I'm gonna
- 20:51Speaker 4: be battling throughout the throughout the next day and a
- 20:54Speaker 4: half trying to figure that out. And the main conversation
- 20:58Speaker 4: I want to have with you today about ownhip is
- 21:01Speaker 4: not trying to predict Scotty by thinking about how the
- 21:05Speaker 4: field feels about Scotty, but thinking trying to predict Scotty's
- 21:08Speaker 4: ownership based on how does the field feel about the
- 21:12Speaker 4: value plays that we need to come in higher owned
- 21:14Speaker 4: and they're currently projected in order to get Scotty from
- 21:17Speaker 4: thirty to forty percent. So like right now, we've got
- 21:20Speaker 4: him at twenty six and a half percent, thirty one
- 21:22Speaker 4: percent in single entries. See what kim is the highest
- 21:27Speaker 4: highest owned value play at twenty three percent in single entries,
- 21:30Speaker 4: then Nickelaize at twenty percent. What do those guys have
- 21:33Speaker 4: to get to? And then what does the secondary chalk
- 21:35Speaker 4: have to get to in order for Scotty to actually
- 21:38Speaker 4: be forty The way my brain and my gut is
- 21:40Speaker 4: kind of telling me he will be.
- 21:42Speaker 2: Yeah, And I think you said for single entry. Somebody asked,
- 21:45Speaker 2: I think you've gotten closer to thirty in something forty four, right, So, yeah.
- 21:50Speaker 5: Yeah, I haven't.
- 21:51Speaker 4: I haven't done the high Stakes ownership yet. High Stakes
- 21:53Speaker 4: ownership will be done tonight after after Baseball and NBA lock.
- 21:58Speaker 4: I actually NBA is only one game, so I've after
- 22:00Speaker 4: MLB locks, I'll be diving into the ownership update, including
- 22:04Speaker 4: the first run of the high Stakes ownership. But I
- 22:06Speaker 4: would I would guess that he's higher in high stakes
- 22:10Speaker 4: than in single inches. I think what the high stakes
- 22:12Speaker 4: players are going to realize more than the casual players
- 22:14Speaker 4: is that whereas throughout this season, the main reason to
- 22:19Speaker 4: not play Scotty hasn't been that Scotty's been struggling. It's
- 22:23Speaker 4: been that Scotty lineups didn't have enough upside in the
- 22:25Speaker 4: other five players. But with this pricing, with the five
- 22:28Speaker 4: K range, and with guys like Nikolai Hoyguard at sixty
- 22:31Speaker 4: five hundred dollars when he belongs in the eight thousands, yeah,
- 22:34Speaker 4: it's so much easier to build a lineup with Scotty
- 22:37Speaker 4: where all six guys in the lineup are actually good.
- 22:40Speaker 4: They can all contend when they play really, really well
- 22:42Speaker 4: instead of you know, I've got three guys who's ceiling
- 22:44Speaker 4: is a T twenty. So I think that's what high
- 22:47Speaker 4: stakes players are going to realize, and that's why I
- 22:49Speaker 4: think his high stakes ownership will be higher than single
- 22:51Speaker 4: entry and higher than mmy ownership this week.
- 22:54Speaker 2: Yeah, the whole guard conversation is he's one example, but
- 22:56Speaker 2: he'll come up in the sort of leveraging the chalk
- 22:58Speaker 2: build conversation. I think that's where people off he's gonna
- 23:00Speaker 2: be this, I'm out. It's like, you absolutely do not
- 23:03Speaker 2: have to be out on him. You have to be
- 23:05Speaker 2: cognizant of what you're building from there. But there's a
- 23:08Speaker 2: you know, there's a there's a thing as being like underpriced,
- 23:10Speaker 2: and if you find a way to use it to
- 23:11Speaker 2: your advantage, it could work out in that way.
- 23:14Speaker 3: So definitely want to bring that up.
- 23:15Speaker 2: Stat brought it up to like data golf is predicting
- 23:19Speaker 2: distance to be a predictor this year too. It's it's
- 23:21Speaker 2: down on accuracy, up on distance. The Rory comments things
- 23:25Speaker 2: like that. To me, it just says, like, again, how
- 23:27Speaker 2: it actually plays, we'll find out, but it's it's definitely
- 23:30Speaker 2: in the game we play, which is what matters here
- 23:32Speaker 2: talk about DFS and how it's moving the field. There
- 23:36Speaker 2: is that sort of it's some of it's natural by price,
- 23:38Speaker 2: but some of it's also by these conversations and these
- 23:41Speaker 2: these things people see that it's just naturally going to
- 23:43Speaker 2: be baked into the projection people use Data Golf projections.
- 23:46Speaker 2: That's gonna push it that much more, and then now
- 23:49Speaker 2: they will become higher owned because of that.
- 23:51Speaker 3: Whether it's we'll find.
- 23:52Speaker 4: Out I could be wrong about this or don't, don't
- 23:55Speaker 4: completely take my word for it, especially if Data Golf
- 23:57Speaker 4: has put something out about this or they have a
- 23:58Speaker 4: methodology somewhere on the site. But I believe that they
- 24:01Speaker 4: are not actually making a prediction about how it's going
- 24:04Speaker 4: to play this year, and that their course fit model
- 24:07Speaker 4: where they talk about like what's going to be predictive
- 24:09Speaker 4: this year is literally just a measure of what has
- 24:11Speaker 4: been predictive in the past, which is typically how my
- 24:14Speaker 4: course of model works as well. But because I view
- 24:18Speaker 4: this this week as one where we don't have enough data,
- 24:20Speaker 4: I'm then putting in my own manual thoughts and kind
- 24:23Speaker 4: of changing things and actually making a prediction about how
- 24:25Speaker 4: it's going to play. And so I think, like if
- 24:27Speaker 4: you if you spoke with some of the data golf guys,
- 24:29Speaker 4: I think that's what they would tell you.
- 24:31Speaker 5: Again, I don't know that for sure.
- 24:32Speaker 4: I also know that, like I think they do some
- 24:34Speaker 4: comp course stuff, but I think they're even their comp
- 24:36Speaker 4: course stuff is based on the predictive weights that they
- 24:40Speaker 4: have found. So like, if they find driving distance more
- 24:42Speaker 4: predictive than driving accuracy, they're basing the comp courses on
- 24:47Speaker 4: other courses where distance is more important than accuracy. So
- 24:50Speaker 4: it's not like they're identifying similar golf courses and then
- 24:54Speaker 4: blending those weights where some of the similar golf courses
- 24:56Speaker 4: might be you know, accuracy over distance. It's like those
- 24:59Speaker 4: those are literally what is determining what is a compcourse
- 25:02Speaker 4: for them. So again I don't think it's it's them
- 25:06Speaker 4: predicting that that's going to be this year. I think
- 25:07Speaker 4: they're just telling you what has been the case here.
- 25:10Speaker 5: Yeah, according to.
- 25:10Speaker 2: The up here, So just to get your take on
- 25:12Speaker 2: it says, the value of each attribute at the time
- 25:14Speaker 2: of a tournament is equal to a weighted average.
- 25:17Speaker 3: Of historical performances.
- 25:19Speaker 2: For example, the driving distance attribute is a weighted average
- 25:22Speaker 2: of past driving distance performances. It is the predictive power
- 25:26Speaker 2: of this weighted average on performance that we are estimating.
- 25:29Speaker 3: Yep, that's what it states.
- 25:31Speaker 2: For how to interpret the radar plot that they put
- 25:33Speaker 2: on their course fit page that you'll see people post
- 25:36Speaker 2: out there and be like, Oh, this is exactly what's
- 25:38Speaker 2: going to happen.
- 25:38Speaker 3: And then it's not always the case.
- 25:40Speaker 2: And again, you know, guys that can drive the ball
- 25:42Speaker 2: along typically do well in golf tournaments.
- 25:44Speaker 3: It's never a bad thing.
- 25:45Speaker 2: Sometimes people get there by accident, sometimes people force it
- 25:47Speaker 2: with a skill stack, whatever it might be. But definitely
- 25:49Speaker 2: love that point that stat made and something worth talking through.
- 25:53Speaker 2: All right, let's talk.
- 25:54Speaker 3: About this then. Do you want to talk Chock build
- 25:57Speaker 3: first or just.
- 25:58Speaker 2: Focus on Scotty and how it tied into that, because
- 26:00Speaker 2: they're kind of going to be both the same in
- 26:02Speaker 2: my opinion.
- 26:02Speaker 3: But however you want to start it, I'm good with.
- 26:05Speaker 4: Yeah, So let's let's talk about the decision at the top.
- 26:10Speaker 4: I think to start because it is possible to build
- 26:14Speaker 4: like Scotty plus Fitzpatrick or something like that, Like you
- 26:19Speaker 4: can build that type of lineup, but I think the
- 26:20Speaker 4: vast majority of the field is choosing between Scotty and
- 26:25Speaker 4: lineups that have two to three of this upper nine
- 26:28Speaker 4: K low ten K range. And one of the points
- 26:30Speaker 4: that we made like backstage, is it's actually interesting that
- 26:32Speaker 4: Rom and Bryson and all of the studs are playing
- 26:36Speaker 4: this week because you know, we've had we've had a
- 26:37Speaker 4: bunch of weeks lately where either Scotty or Rory hasn't
- 26:40Speaker 4: been there, or Morikawa hasn't been there, or Oberg wasn't there,
- 26:44Speaker 4: and so we've had like a number of weeks in
- 26:46Speaker 4: a row with these really strong signature of enfields where
- 26:50Speaker 4: the top has been super compacted, and we've seen twenty
- 26:54Speaker 4: five thirty thirty five percent ownership on this like cameo
- 26:58Speaker 4: on Xander Schoffley met Fitzpatrick type range, and we're very
- 27:02Speaker 4: unlikely to get that this week. But that doesn't mean
- 27:06Speaker 4: that people aren't still hammering this range. It's just that
- 27:08Speaker 4: there are more guys in this range. Now there's Bryson
- 27:10Speaker 4: and there's Ram, and all the guys are here, and
- 27:13Speaker 4: you can still go to Rory, who's in this no
- 27:14Speaker 4: man's land at twelve four. So I think the the again,
- 27:19Speaker 4: the decision is mostly Scotty or multiple of the nine
- 27:23Speaker 4: and ten K guys and this is going to be
- 27:25Speaker 4: a difficult decision. But the so I think like there
- 27:30Speaker 4: are two main factors in terms of how owned does
- 27:34Speaker 4: Scotti get, and neither I don't think are related to
- 27:38Speaker 4: him specifically and how people feel about him. I think
- 27:40Speaker 4: the first is how confident are people that Cam Fitzpatrick,
- 27:45Speaker 4: you know that group of players is just going to
- 27:47Speaker 4: continue to play lights out and in which case you want
- 27:51Speaker 4: those guys because they're winning tournaments and not just finishing
- 27:53Speaker 4: second to Scotti. And then second is how does the
- 27:56Speaker 4: field feel about the seven K range and this K range?
- 28:00Speaker 4: How comfortable are people playing hoyguard at really high ownership?
- 28:05Speaker 4: Does anyone want to go into the five K range
- 28:07Speaker 4: for Fitzpatrick in a Hall and McCarty or are people
- 28:11Speaker 4: more inclined to build the balance lineups? So it's a
- 28:15Speaker 4: really interesting conversation and I can't wait to kind of
- 28:17Speaker 4: work through the whole thing because I don't have a
- 28:20Speaker 4: strong sense yet what people are actually going to land on,
- 28:22Speaker 4: and I'm hoping that you know, an hour from now
- 28:25Speaker 4: that I have a much better sense of Okay, yeah,
- 28:27Speaker 4: I do need a bump Scotty to forty percent or
- 28:29Speaker 4: I do need to keep Scotty here at thirty percent,
- 28:31Speaker 4: no matter what my gut says.
- 28:33Speaker 2: Yeah, the biggest part is, you know what you always
- 28:35Speaker 2: talk about, and I think stat just put in the chat.
- 28:37Speaker 2: I was about to say it about like the combinatory alert,
- 28:39Speaker 2: like the hole guard thing is just clear right.
- 28:41Speaker 3: Hoguard is sixty five hundred. He's become the runaway.
- 28:44Speaker 2: He's the guy that people are used to seeing at
- 28:46Speaker 2: eight k. You mentioned yourself probably should be at that
- 28:48Speaker 2: this week, Like just look at every angle and that
- 28:51Speaker 2: would make sense.
- 28:51Speaker 3: There'll be tons of.
- 28:52Speaker 2: People out there that'll run No, no, I think this
- 28:54Speaker 2: guy or I think that I don't care. It's literally
- 28:56Speaker 2: the difference in like a small percentage on those guys
- 28:58Speaker 2: you're talking about.
- 28:59Speaker 3: And at the end of the day, it's more about the.
- 29:01Speaker 2: Concept, not about the play, not about the specific number
- 29:04Speaker 2: all that. It's just breaking it down from a overall perspective,
- 29:08Speaker 2: Hoguard will be more popular than everyone down there. That's
- 29:11Speaker 2: what's happened since your Thursday or Friday whatever was. When
- 29:14Speaker 2: we jumped on with Mayo, we were more in that
- 29:15Speaker 2: upper five k range. But you, by the way, you
- 29:18Speaker 2: gotta fill out with six guys. So it's like the
- 29:20Speaker 2: minute you say, okay, well I actually think it's gonna
- 29:22Speaker 2: be I'd be shocked. I think Harry Hall or who's
- 29:25Speaker 2: the guy down there, like Alexispatrick I saw was brought
- 29:28Speaker 2: up today. Okay, let's say he gets to seven. That
- 29:30Speaker 2: very well could happen. Sure, But like you can easily
- 29:33Speaker 2: play Fitzpatrick and Hoguard together. So that's the next piece
- 29:36Speaker 2: of the conversation. But it's no secret that like Hoguard
- 29:40Speaker 2: with Scheffler should be popular. And then if you're going
- 29:43Speaker 2: to the Hoguard version that doesn't have Scottie, it's very
- 29:47Speaker 2: easy to figure out that the cam Young's and the
- 29:49Speaker 2: Oberg's and the Zen like whoever else, you go to
- 29:52Speaker 2: Fitzpatrick rom who people like to play at Major's, and
- 29:55Speaker 2: you'll feel good about or whatever like that. That's an example,
- 29:57Speaker 2: that's the alternate version of it. But Hoguard is in
- 30:00Speaker 2: both of them, and Hoguard is gonna be a part
- 30:02Speaker 2: of the conversation that anchors the Scotty conversation because to
- 30:07Speaker 2: your point, there is like a chalk version right now
- 30:11Speaker 2: of the Scotti lineup that is random. But just to
- 30:13Speaker 2: give an example, something that looks like Scotty Keegan, Ricky
- 30:19Speaker 2: Hoguard and then a couple six K guys. Whether it's like,
- 30:23Speaker 2: you know, if you're like Yella who I mean, by
- 30:25Speaker 2: the way, Yellen never gets ownership until he does, and
- 30:27Speaker 2: then you're like, holy shit, this guy like doubled. But
- 30:29Speaker 2: it's like there's things like that, there's versions like that
- 30:32Speaker 2: that will pop up. But after that, it's like, what's
- 30:37Speaker 2: the other way you can look at this? Obviously that's
- 30:38Speaker 2: when we get to sort of leveraging the chalk build.
- 30:40Speaker 2: But even within the chalk build you mentioned it, what's
- 30:42Speaker 2: the Scotty build that also includes the nine K guy
- 30:46Speaker 2: or the eight K guy or whatever, because that's really
- 30:49Speaker 2: the tricky here in the nine cas Oberg Sure, but
- 30:53Speaker 2: then Marikawa talking about his back today Fleetwood who people
- 30:56Speaker 2: don't really love, but he might get a little bit
- 30:58Speaker 2: of secondary but nobody's gonna want what Hovland, Rose, j T.
- 31:02Speaker 3: Brooks, Sideki Hatt and Reid.
- 31:04Speaker 2: The ownership can show them all at seven to ten percent,
- 31:07Speaker 2: but they own the first of all, they won't all
- 31:08Speaker 2: be that. You'll have more accurate, like you said, be
- 31:10Speaker 2: looking at it from that perspective, I know we will
- 31:12Speaker 2: as well, but they're gonna get overlooked for sure, maybe Ludvig.
- 31:16Speaker 2: But do people go to that do you think that's
- 31:18Speaker 2: a possibility, like where obviously it's gonna happen some I'm talking.
- 31:21Speaker 3: About from the chalk version.
- 31:23Speaker 2: The Scotty Ludwig Hoguard, which is the best way to
- 31:26Speaker 2: start this thing off, only leaves you six point six
- 31:29Speaker 2: k and you've got to fill out three spots.
- 31:33Speaker 4: Well, So this to me is why it's such a
- 31:35Speaker 4: interesting conversation, because if you start Scotti and Nikolai, it's
- 31:39Speaker 4: seventy four hundred for the next four spots. The problem
- 31:42Speaker 4: that people aren't gonna have with this type of lineup
- 31:44Speaker 4: is not finding four guys in this range that they like.
- 31:47Speaker 4: It's gonna be very easy to find four guys around
- 31:49Speaker 4: seventy four hundred dollars per player that you like. The
- 31:52Speaker 4: problem for most people is gonna be that if you
- 31:54Speaker 4: start this way and you just play four guys that
- 31:56Speaker 4: you like around seventy four hundred dollars, you are not
- 32:00Speaker 4: playing Bryce and rom cam Zander fitz Morikawa, Obert Fleetwood. Right,
- 32:05Speaker 4: like this huge list of players that the field has
- 32:08Speaker 4: loved playing over the last few months and has been
- 32:11Speaker 4: given every reason to continue playing them basically in the
- 32:16Speaker 4: last few weeks as well. So if people then want
- 32:19Speaker 4: to get up higher, let's say they start Scotty and Nikolay,
- 32:22Speaker 4: but they they still really want one of those nine
- 32:25Speaker 4: ten k guys, and so they want to get Fitzpatrick
- 32:27Speaker 4: in there. Well, now you're left with sixty five thirty
- 32:30Speaker 4: three per the last three spots, which means you probably
- 32:33Speaker 4: have to dip once minimum in the five K range.
- 32:37Speaker 4: And so to me, like when we think about Okay,
- 32:39Speaker 4: who's whose ownership needs to change the most? If between
- 32:45Speaker 4: I'm predicting Scotty at thirty percent, I'm predicting Scotty at
- 32:48Speaker 4: forty percent, And to me, it's the guys in this
- 32:50Speaker 4: five K range six K range, and then someone in
- 32:53Speaker 4: the sevens. But like even Nikolai Hoygard, whether Scotty's thirty
- 32:58Speaker 4: or forty percent, Nickolai is going to be very chalky play.
- 33:00Speaker 4: He's going to be a popular play if Scotty's forty
- 33:03Speaker 4: percent instead of thirty, Like that to me could mean
- 33:06Speaker 4: that nor in Yellow Miraje. You you know, the both
- 33:10Speaker 4: of those guys are at like six seven percent. Harris
- 33:12Speaker 4: English eight percent right now for me, righton nine percent
- 33:17Speaker 4: Smallly nine percent. Those guys need to go way up
- 33:20Speaker 4: instead of being six seventy nine, they need to be
- 33:22Speaker 4: twelve to fifteen eighteen percent something like that. The guys
- 33:25Speaker 4: in the five k range Fitzpatrick seven percent, Hall six percent,
- 33:30Speaker 4: McCarty seven percent, Nick Taylor five percent, those guys are
- 33:35Speaker 4: going to be ten to fifteen if Scotty gets to
- 33:38Speaker 4: forty percents like that, to me is where.
- 33:40Speaker 5: The big shift comes in.
- 33:42Speaker 4: And I think it's going to be really important to
- 33:44Speaker 4: get that right and whether or not you actually want
- 33:46Speaker 4: to play Scotty, whether playing Scotty is the right strategy
- 33:49Speaker 4: or not.
- 33:49Speaker 5: To me, it's going to be it's gonna be really
- 33:51Speaker 5: important to get that right.
- 33:52Speaker 4: And that that at least excites me from an ownership standpoint,
- 33:55Speaker 4: because that's the puzzle that I love solving, right.
- 33:58Speaker 2: And it excites me as well obviously about I mean,
- 34:00Speaker 2: my lane is locked in already, So we'll get more
- 34:02Speaker 2: on that at the end. But I will say one
- 34:04Speaker 2: interesting part of this conversation is like it's a.
- 34:07Speaker 3: It's a math it's a bit of a it is
- 34:09Speaker 3: it's a math problem.
- 34:09Speaker 2: You're reverse engineering and then you're having to put a
- 34:12Speaker 2: little bit of like I know everyone talks about you know,
- 34:15Speaker 2: I KB, I know better and some people change I
- 34:17Speaker 2: know ball, but it's like realistically, it's I know DFS
- 34:20Speaker 2: and like in this situation and knowing the sport and
- 34:22Speaker 2: tying it together, it can be helpful. The does the
- 34:25Speaker 2: Rory toe thing to turn off people? I don't think so.
- 34:28Speaker 2: So that's just my opinion from playing this game the
- 34:31Speaker 2: long time, and I'm just I'm not gonna do them all,
- 34:32Speaker 2: but I'm gonna do some. Is Bryson gonna be super popular,
- 34:35Speaker 2: I don't know, But it's also the only chance people
- 34:37Speaker 2: get to play them. So I think it's clearly Scotty gap,
- 34:41Speaker 2: Rory gap Bryson. I think Rom and cam Young will
- 34:47Speaker 2: definitely get more than Bryson. I mean I can figure
- 34:49Speaker 2: that much out. And this is just doing the top quickly.
- 34:52Speaker 2: I don't know if Xander and Fitzpatrick will actually hold
- 34:55Speaker 2: on those numbers. Projections will only do so much with
- 34:58Speaker 2: those price tags on those guys ten k and ten
- 35:01Speaker 2: to one and a little bit of love, but they're
- 35:03Speaker 2: still in that Bryson range, Like how that shakes out whatever,
- 35:06Speaker 2: But what I do feel very confident in is Ludwig
- 35:12Speaker 2: Fleetwood and maybe Brooks or something like, I don't know,
- 35:16Speaker 2: like like these are just small numb After that, it's
- 35:18Speaker 2: like nobody in the eight k range anybody uh speit
- 35:24Speaker 2: the Grand Slam conversation maybe like a ten to twelve
- 35:26Speaker 2: Like these just seem like okay, so nobody wants those
- 35:29Speaker 2: guys for the for the exercise.
- 35:31Speaker 3: Okay, I feel good about that.
- 35:33Speaker 2: The seven k range, sure there's you know, like we
- 35:35Speaker 2: talked you, maybe a little spawn, a little sea woo
- 35:38Speaker 2: min Wu's.
- 35:39Speaker 4: I think there's gonna be a lot of sea woo
- 35:40Speaker 4: at seventy nine. I agree for sure that's a blatant
- 35:43Speaker 4: miss price. I also, I will push back a little
- 35:47Speaker 4: bit of top I think both Rory and Bryston are
- 35:49Speaker 4: gonna be lower owned than all of rom cam Xander fits.
- 35:53Speaker 2: The Rory conversation is separate then, because I want to
- 35:55Speaker 2: I want a table that for a seconds good. We
- 35:57Speaker 2: have a bit of a debate. So let's go back
- 35:59Speaker 2: to that mint though that I was getting to. And
- 36:01Speaker 2: you're right on the seawoop part, and I even see
- 36:03Speaker 2: like Keegan and whatever, and we know Hoguard, but where
- 36:05Speaker 2: I'm thinking people are confusing it, Like seeing some of
- 36:08Speaker 2: this stuff is like a lot of ownership will just
- 36:11Speaker 2: get thrown like four percent here and five percent there
- 36:13Speaker 2: and six percent there, and it's like, man, those could
- 36:15Speaker 2: all be like two to three percenters in some cases.
- 36:19Speaker 2: So what you actually part of your exercise should be.
- 36:21Speaker 2: And it's not for us to tell you. We're giving
- 36:23Speaker 2: you our concepts and thoughts and you can go put
- 36:25Speaker 2: your own spin on it. But like, how much do
- 36:27Speaker 2: you really like got her up and Henley and Lowry
- 36:31Speaker 2: and Bobby Mack and Griffin and the things that you'd
- 36:33Speaker 2: be leaving off, Like you got to think about that.
- 36:35Speaker 2: How much do you really like Hatton read JT. Rose
- 36:39Speaker 2: hovelin Kawa fits?
- 36:41Speaker 3: How much do you really like those?
- 36:43Speaker 2: If you really think there's something there? The Scotti lineups
- 36:46Speaker 2: really just can't get to those very easily. So that's
- 36:48Speaker 2: where you'd be able to overtake and you could actually
- 36:51Speaker 2: still build with the Rasmus or whoever your choice is
- 36:54Speaker 2: down low. So I said Rasmus apologies Nikolai, and just
- 36:57Speaker 2: going there. As someone said earlier, they're playing Rasmus in
- 37:00Speaker 2: and I get that content, Like I get it, but
- 37:02Speaker 2: I haven't seen it as like the talent right now, Well,
- 37:04Speaker 2: again we're talking about anything can happen in a golf week.
- 37:06Speaker 3: But just from that perspective, now.
- 37:08Speaker 2: Let's go back. I think when the weeks started, I
- 37:11Speaker 2: guess I should say it like more, when the content
- 37:13Speaker 2: cycle started and the pricing came out. We were one
- 37:15Speaker 2: of the first on it with Mayo yourself and me
- 37:18Speaker 2: on Friday it was.
- 37:19Speaker 3: Or whatever we recorded it.
- 37:21Speaker 2: I think there was a potential that you know, it
- 37:25Speaker 2: was basically setting up where like Rory was going to
- 37:27Speaker 2: be really low owned. I thought people would come around
- 37:30Speaker 2: on him a little bit more, not because of the
- 37:32Speaker 2: fifteen hundred dollars savings, but more just because of coming
- 37:35Speaker 2: into the week. I guess the reason I said table
- 37:37Speaker 2: that we might debate it a little is just because
- 37:39Speaker 2: now with the tow and quitting the practice round and
- 37:43Speaker 2: how easy it is to get to Scotty and how
- 37:45Speaker 2: many people are excited about all these plays down low
- 37:47Speaker 2: to make Scotty work.
- 37:49Speaker 3: Is that where you're.
- 37:49Speaker 2: Thinking it is it's like people are either going to
- 37:51Speaker 2: drop to rom Young one of them, mixing them whatever,
- 37:56Speaker 2: or just go up to Scotty.
- 37:57Speaker 3: Is that what you're seeing well.
- 37:58Speaker 4: So put it this way, like, I think building Rory
- 38:01Speaker 4: lineups is too similar to building Scotti lineups and too
- 38:05Speaker 4: dissimilar from building the more balanced lineups for people to
- 38:08Speaker 4: really land there, because it's just like if you start
- 38:12Speaker 4: Rory fits, for example, it's sixty nine hundred per player
- 38:16Speaker 4: in the remaining four spots, so you're still very limited
- 38:19Speaker 4: even though you have two studs. If you start instead,
- 38:23Speaker 4: you know, Cam Young Fitzpatrick, you'll if for seventy four
- 38:25Speaker 4: to fifty per player, now you can find four guys
- 38:28Speaker 4: that you really really like. So it's it's so different
- 38:32Speaker 4: to build a Rory lineup than a non Rory lineup,
- 38:35Speaker 4: and it's kind of similar to build a Scotti lineup
- 38:38Speaker 4: and a Rory lineup, where again I just I see
- 38:41Speaker 4: him slipping through the cracks. And then I also think
- 38:43Speaker 4: that Bryson being significantly more expensive than Rom, Cam Shoffley Fitzpatrick,
- 38:51Speaker 4: Like why would people not just play the guys who
- 38:53Speaker 4: have been playing so incredibly well instead of the guy
- 38:56Speaker 4: who missed the cut at the Masters with Drew in
- 38:59Speaker 4: Mexico while playing horribly and then kind of got it
- 39:01Speaker 4: together again in Virginia. But people aren't even paying that
- 39:04Speaker 4: much attention to that. So we just haven't seen it
- 39:06Speaker 4: from Bryson the way we have seen it from all
- 39:08Speaker 4: these other guys, where you know, sometimes we get to
- 39:11Speaker 4: a major championship and it's nice to have Rom and Bryson.
- 39:14Speaker 5: People are really excited to play those.
- 39:16Speaker 4: Guys because the superstars, the guys you're paying up for,
- 39:20Speaker 4: haven't done anything crazy. And so like now you're actually saying, Okay,
- 39:24Speaker 4: I can get more inequity from these guys. That's not
- 39:28Speaker 4: the case right now. Like the ten k range is
- 39:31Speaker 4: playing phenomenal golf from the typical PGA Tour players, So
- 39:35Speaker 4: I think the field is really gonna prefer those guys
- 39:38Speaker 4: at a discount compared to Bryson.
- 39:40Speaker 2: So I will say this then, because I agree with
- 39:42Speaker 2: all that now that we've talked it through. So I'll
- 39:43Speaker 2: say this now that you've said that, though, it doesn't
- 39:45Speaker 2: that just you know, put the nail on the coffin
- 39:48Speaker 2: like it's scotty, because at the end of the day,
- 39:50Speaker 2: when you when you knock down Rory that much, you
- 39:52Speaker 2: knocked down Bryson that much, I still already have guys
- 39:55Speaker 2: like Cam Young and Rom at twenty plus already thinking
- 40:00Speaker 2: that if you really are gonna knock it off, those
- 40:03Speaker 2: are they is Cam Young.
- 40:05Speaker 3: I guess my point.
- 40:06Speaker 2: Would be when you go with those guys, you end
- 40:08Speaker 2: up with the lineups of like the all these lower
- 40:12Speaker 2: owned eight K and nine K and whatever, like whatever
- 40:14Speaker 2: else you want to do. Like even if you put
- 40:15Speaker 2: Erasmus in there, it's not really like you could easily
- 40:18Speaker 2: find your way back to Scotty.
- 40:19Speaker 3: So it's gonna come down to that. So at the
- 40:21Speaker 3: end of the day, I.
- 40:21Speaker 2: Start to feel a lot more confident in the fact
- 40:25Speaker 2: that Scotty's just going to be really steamed up even
- 40:28Speaker 2: further than we thought. Because now that you have that
- 40:30Speaker 2: Rory take and I agree with it now, it's like
- 40:32Speaker 2: that that would make me think even more Scotty just
- 40:34Speaker 2: from that perspective.
- 40:36Speaker 4: And this is why I think this is such an
- 40:37Speaker 4: important conversation, because like, let me tell you where I
- 40:39Speaker 4: have everybody right now near the top, and and we
- 40:44Speaker 4: can kind of go from there. But so single entry
- 40:46Speaker 4: ownership Scotty thirty one, Rory and Bryceon nine, Rom fifteen,
- 40:51Speaker 4: Cam eighteen, Shoffleet and Fitzpatrick seventeen, Morikawa ten, Fleetwood ten
- 40:56Speaker 4: Over sixteen. We'll just stop there, Okay, we are talking
- 41:01Speaker 4: about Scotty potentially being forty instead of thirty one percent,
- 41:07Speaker 4: and we already have I already have like this group
- 41:09Speaker 4: of phenomenally playing golfers Rom Cam, Xander fitz Oberg not
- 41:16Speaker 4: even at twenty percent. So if Scotty gets to forty,
- 41:21Speaker 4: like to me, either I'm right about these other guys
- 41:25Speaker 4: and they're not getting to twenty percent.
- 41:27Speaker 5: And the build is pretty clear.
- 41:28Speaker 4: You play like two or three of these guys who
- 41:31Speaker 4: are in phenomenal form, and then you go pick your
- 41:34Speaker 4: favorite seven and eight K guys and you're done. Or
- 41:39Speaker 4: those guys also have to get up to twenty twenty
- 41:41Speaker 4: five percent in addition to Scotty potentially going up. And
- 41:44Speaker 4: now like somebody or some group of players down in
- 41:48Speaker 4: the value range that I'm currently projecting between five and
- 41:50Speaker 4: ten percent, I need to bring like a bunch of
- 41:52Speaker 4: these guys way up. So do you think I'm low
- 41:55Speaker 4: on this nine to ten K range. Not necessarily, I
- 42:00Speaker 4: think you're high on Xander and Fits.
- 42:02Speaker 2: Okay, because for everything you said, like everything that actually
- 42:05Speaker 2: turned out to make perfect sense in my brain of
- 42:06Speaker 2: like what you mentioned about Rory and Bryson, it's the
- 42:09Speaker 2: same to me on the bottom, and it's like I
- 42:11Speaker 2: get it, Like, didn't we just see it. What was
- 42:13Speaker 2: last week's delta? What was Fits versus Cam Young last week?
- 42:17Speaker 2: Or we had these conversations about like Xander versus Fits
- 42:19Speaker 2: and all that. I even, you know, I remember talking
- 42:21Speaker 2: about that. It's like, I just don't see how they
- 42:23Speaker 2: if they're seventeen, then yeah, I think Scotty does say
- 42:27Speaker 2: stay slightly in check and they're like the next tier
- 42:30Speaker 2: up to the rom Youngs. But I actually think rom
- 42:33Speaker 2: and Young would eat more of their lunch and they
- 42:35Speaker 2: would come down a little bit and then some of
- 42:37Speaker 2: that would also go back up to Scott go ahead.
- 42:40Speaker 4: Well, I think I think the uh the Fitzpatrick points
- 42:43Speaker 4: really interesting. I think one of the reasons why he
- 42:47Speaker 4: was lower. And I'm getting the actual ownership from this
- 42:49Speaker 4: past week. So we had we had Rory thirty nine.
- 42:52Speaker 4: This is from the two hundred dollars single entry, which
- 42:54Speaker 4: is the contest that I do the single entry ownership
- 42:58Speaker 4: trying to project. So Roy was thirty, Cam was twenty nine,
- 43:01Speaker 4: Shotley was thirty eight, Fitzpatrick was sixteen. So I see
- 43:06Speaker 4: what you're saying there where we just had this instance
- 43:08Speaker 4: of Fitzpatrick like being well below these other guys, But
- 43:12Speaker 4: I think that was largely because people knew with certainty
- 43:16Speaker 4: that Quel Hollow is a bomber's course. Now I think
- 43:19Speaker 4: it's a bomber and a distance course, where like you
- 43:21Speaker 4: really get the full benefit from being both accurate and
- 43:24Speaker 4: long off the tee. But the field was very much
- 43:26Speaker 4: in on bombers, which is why Fitzpatrick I think fell
- 43:28Speaker 4: below that other group of players who all just hit
- 43:32Speaker 4: the crap out of the ball. I don't think the
- 43:34Speaker 4: field is in on the bomber narrative anywhere near the
- 43:38Speaker 4: same degree this week as they were last week, which
- 43:40Speaker 4: is why I think Fitzpatrick can closed that ownership gap
- 43:42Speaker 4: with those guys.
- 43:43Speaker 5: But I do see your point.
- 43:45Speaker 4: But I think even I'm not even so much worried
- 43:49Speaker 4: about like whether I'm right about Fitzpatrick. It's more am
- 43:52Speaker 4: I right about the average ownership about this group of
- 43:56Speaker 4: players that the field really likes?
- 43:58Speaker 5: So even if you take.
- 43:59Speaker 4: Him out, if if we just had a conversation of
- 44:01Speaker 4: what is the average ownership of the three highest owned
- 44:04Speaker 4: players between ninety five hundred and ten four hundred dollars,
- 44:09Speaker 4: do I need to get that average up over twenty
- 44:12Speaker 4: percent or is that you know, highest and average good
- 44:15Speaker 4: between fifteen and twenty.
- 44:17Speaker 3: Yeah.
- 44:18Speaker 2: The other thing I'll say, like, uh yeah, and again
- 44:21Speaker 2: I don't know the answer. That's why it's your your expertise,
- 44:23Speaker 2: but I'll say, like the part there. The other thing
- 44:25Speaker 2: is Ludwig as well. You know, I think if I
- 44:28Speaker 2: think you could flip Ludwig and Fits for whatever you
- 44:31Speaker 2: have and do that too.
- 44:33Speaker 4: I mean I have them almost identical. I've got Obert
- 44:35Speaker 4: get sixteen percent. Last week he was twenty four percent,
- 44:38Speaker 4: so he didn't get as much of the bomber credit
- 44:40Speaker 4: as the other guys. But you know, he played pretty
- 44:43Speaker 4: well again, especially on Sunday. So because I do, I
- 44:47Speaker 4: very much agree. I think he's going to be in
- 44:48Speaker 4: that collection of popular you know, upper nine K low
- 44:52Speaker 4: ten K guys.
- 44:53Speaker 2: And so my whole point would be and again you know,
- 44:54Speaker 2: you better to tie this together from the ownership and
- 44:56Speaker 2: the math perspective, but just from my you know, putting
- 44:59Speaker 2: two cents onto this is like when you it's more
- 45:02Speaker 2: to me. It wasn't even about the fits point as
- 45:03Speaker 2: much as like, in my eyes, it's Scotty and then
- 45:06Speaker 2: it's rom Young Xander and then Ludwig full stop like
- 45:11Speaker 2: nine kN up, Like that's the four guys that absorb
- 45:15Speaker 2: the ownership. Is fits in the next man up spot
- 45:18Speaker 2: most likely? And is Bryson and Rory and some guys
- 45:20Speaker 2: in there? Yes at something, but I just think there's
- 45:24Speaker 2: just too much likelihood. And you sold me on the
- 45:26Speaker 2: first part of like the Rory Bryson combo that that
- 45:29Speaker 2: to me just goes to Scotty or it goes to
- 45:32Speaker 2: Rom and Young and then they blow up. But the
- 45:34Speaker 2: problem is, and this is why people don't always do
- 45:36Speaker 2: the full thing just and I know you're not just
- 45:37Speaker 2: stopping at the top, but just noting it. This is
- 45:39Speaker 2: why it's important when you're figuring out the chalk build
- 45:42Speaker 2: is like it's also what's the next levels? If you
- 45:45Speaker 2: go to a Cam Young, I don't know what, Let's
- 45:48Speaker 2: use just Rom Young.
- 45:49Speaker 3: I'm just gonna do this quickly. Let's do Rom Young.
- 45:52Speaker 5: And then as you do.
- 45:55Speaker 4: That, I can I can interject with this interesting note.
- 45:57Speaker 4: I was just kind of fidgeting with the with the
- 45:59Speaker 4: manual adjust that I have kind of set up in
- 46:02Speaker 4: my ownership sheet. If I were to give five percentage
- 46:05Speaker 4: points of extra ownership to rom Cam, Xander Fits and Oberg.
- 46:11Speaker 4: So five percentage points to those five players, it would
- 46:15Speaker 4: be less impactful to the overall projected salary ound than
- 46:19Speaker 4: giving an additional ten percent to Scotty.
- 46:21Speaker 5: That's the power of Scotty's price tag.
- 46:24Speaker 4: And if I if I end up not putting Scotty
- 46:27Speaker 4: around forty percent, that's why it's because I'm saying, people
- 46:31Speaker 4: are just gonna conclude I'd rather play two or even
- 46:34Speaker 4: three of these upper nine K low ten K guys
- 46:37Speaker 4: that are that like this is this is as much wine.
- 46:41Speaker 4: So when we thought back to like, let's compare Scotty
- 46:44Speaker 4: right now to last year. To me, the biggest difference
- 46:47Speaker 4: between whether or not to play Scotty isn't about Scotty's
- 46:50Speaker 4: change in win equity. It's about the change in win
- 46:52Speaker 4: equity of these cheaper guys. Where last year I was like,
- 46:55Speaker 4: if you weren't playing Scotty, you were you were making
- 46:59Speaker 4: a very clear, you're an obvious sacrifice that you were
- 47:02Speaker 4: going to have a lot less overall combined win equity
- 47:05Speaker 4: in your lineup. And that's not quite the case this
- 47:07Speaker 4: year because all of these guys are winning golf tournaments
- 47:10Speaker 4: at an elevated rate and continuously putting themselves in contention.
- 47:13Speaker 4: So again, like if if instead of going Scottie from
- 47:18Speaker 4: thirty one percent to forty percent, we saw Rom go
- 47:21Speaker 4: to twenty, Cam go to twenty three, Xander go to
- 47:23Speaker 4: twenty two, I Fitzpatrick go to twenty one, and over
- 47:26Speaker 4: go to twenty that wouldn't surprise me at all. And
- 47:29Speaker 4: we just saw like a huge kind of congregation around
- 47:32Speaker 4: that ten K price range.
- 47:35Speaker 3: Yeah, that that's.
- 47:36Speaker 2: That's you know, another valid point. But I'm just gonna
- 47:39Speaker 2: go back here for two seconds to something else. The
- 47:41Speaker 2: point I was gonna tell you is if you go
- 47:43Speaker 2: look at the Rom Young Hoguard lineup, it's like the
- 47:48Speaker 2: chalk nuts, Like it's like what you would expect people
- 47:51Speaker 2: to build. What do you think lands on that it's
- 47:52Speaker 2: Ricky Fowler, Seewou Kim and Minwu Lee boom.
- 47:56Speaker 3: Yeah, Like that's it. That is the non chalk lineup
- 48:00Speaker 3: of the other side.
- 48:00Speaker 2: Like people can say whatever they want them and that's why,
- 48:02Speaker 2: like the five K guys when we get there in
- 48:04Speaker 2: a bit of like having those conversations, like you can
- 48:06Speaker 2: say whatever you want, like but a six percent or
- 48:08Speaker 2: a seven percent Alex Fitzpatrick. Sure, to the ten guys
- 48:12Speaker 2: around him, you could say one's better than the other
- 48:14Speaker 2: and like that's crazy, et cetera, et cetera. But ninety
- 48:16Speaker 2: three percent aren't playing him, and you can do a
- 48:18Speaker 2: ton of different thing. You can leave money on the table,
- 48:20Speaker 2: you can use him in non Scotti's, you can use
- 48:23Speaker 2: him to go away from this build completely.
- 48:25Speaker 3: You can use him in a.
- 48:26Speaker 2: Four nine K guys and get different. Like, there's so
- 48:28Speaker 2: many ways that you can get different with any of
- 48:30Speaker 2: these low priced guys. That's why this Scotty conversation was
- 48:33Speaker 2: such a big one off the top, because now what
- 48:36Speaker 2: is the I mean, you're usually gonna figure these out.
- 48:39Speaker 2: Let's just use Ram and Young. We'll leave Hogard, Fowler,
- 48:42Speaker 2: se Wou, and we'll leave min Wu for the moment
- 48:46Speaker 2: that leaves us six point eight K with Scotty. Do
- 48:50Speaker 2: you think it's more likely that somebody goes down and
- 48:53Speaker 2: somebody goes up? Like, who am I missing here? Who's
- 48:55Speaker 2: the popular eight K guy? If anybody?
- 48:58Speaker 4: That's hilarious because I'm I'm literally doing this as you're speaking,
- 49:01Speaker 4: and then you ask that exact question. So it's it's
- 49:04Speaker 4: cool to see how similarly we think about lineup's the
- 49:07Speaker 4: the answer I was kind of coming to was instead
- 49:09Speaker 4: of Minmu Lee, like you go down to either Keegan
- 49:10Speaker 4: or Kidiyama and then that leaves you sixty nine for
- 49:14Speaker 4: Norrin or Yellow Miraju, and I think that's gonna be
- 49:16Speaker 4: the build. So it's basically like it's basically Scotty and Norrin,
- 49:21Speaker 4: Yellow Miraju, Thigala, Mitchell one of those guys versus rom
- 49:27Speaker 4: Cam or you could go like Cam and Fitzpatrick becomes
- 49:32Speaker 4: you know, Scotty and now you get you know, another
- 49:36Speaker 4: low seven K guy. Now, so Scotty and Harris English
- 49:39Speaker 4: versus Cam Young and Fitzpatrick. I don't know what the
- 49:43Speaker 4: field prefers between those two, but like that's that's the
- 49:45Speaker 4: question that so many, so many people are gonna be
- 49:48Speaker 4: asking when they built their lineups.
- 49:50Speaker 3: One hundred percent.
- 49:51Speaker 2: And I will say this too in that previous version, Yes,
- 49:54Speaker 2: the Minmu could have been Keegan. I do believe, Like
- 49:56Speaker 2: somebody said it earlier, I thought it was funny, you know,
- 49:59Speaker 2: knowing the show well, and you gotta give a shoutut
- 50:01Speaker 2: to my guy. Jenny b got the five K shipper
- 50:04Speaker 2: last week. Loved to see that congrats to you, but
- 50:06Speaker 2: it was Vince here said my leverage lane fade and
- 50:08Speaker 2: sufferable Keegan Bradley. You can't just claim half the US
- 50:12Speaker 2: as your hometown. And obviously we talk about that. You
- 50:14Speaker 2: see it out there a lot, but just noting it.
- 50:17Speaker 2: If he's in that lineup, he fits and leaves two
- 50:19Speaker 2: unter bucks on the table, and you could change That's
- 50:21Speaker 2: my point. You're not, I mean change your single guy.
- 50:23Speaker 2: Oh I got a guy that's five percent instead. Sure
- 50:25Speaker 2: you pulled something, you know, I always people like fun
- 50:27Speaker 2: of my my lever conversation. You pulled a lever there,
- 50:30Speaker 2: but did you really pull a big enough one for
- 50:32Speaker 2: something that's you know, got even the two hundred dollars
- 50:34Speaker 2: single entry this week as a thousand plus people. So
- 50:36Speaker 2: just quickly thinking about it from that perspective. Going back
- 50:40Speaker 2: for a second, there's another version. So it still keeps
- 50:43Speaker 2: Scottie Hoguard Fowler and see Wu.
- 50:47Speaker 3: But instead of what did I have before?
- 50:50Speaker 2: In there?
- 50:50Speaker 5: It was uh Kegan Oran.
- 50:54Speaker 2: You said, you said the norder yellow version, that's the
- 50:56Speaker 2: norm yellow with Keegan that that one's gonna be popular.
- 50:59Speaker 3: But what did I have before? It was min Wu.
- 51:02Speaker 2: And and so then didn't have anybody. We didn't have anybody,
- 51:06Speaker 2: and that's what I said to what I did as
- 51:07Speaker 2: I went down and put last week's winner in there,
- 51:10Speaker 2: who we made a lot of jokes last week, but
- 51:11Speaker 2: the last name and rating out well and rating out
- 51:13Speaker 2: and all that, and then goes on to win the tournament.
- 51:15Speaker 3: So that was lovely.
- 51:17Speaker 2: But if you put him in, it gets you the
- 51:20Speaker 2: Bible Bros. You get Sam Burns, who, by the way,
- 51:22Speaker 2: looks like somebody in the eight K if they get
- 51:24Speaker 2: any love it might be him again, might be ten percent,
- 51:27Speaker 2: might be nine percent, eight whatever, But in ak it.
- 51:30Speaker 3: Kind of looks like the guy there, So just noting it.
- 51:32Speaker 2: There's a couple two v twos, but it's pretty clear
- 51:34Speaker 2: that that you know, three to four Scotty Hoguard Sea
- 51:38Speaker 2: wou very common, and then can't one of cam Jung
- 51:43Speaker 2: or rom or both with Hoguard Sea wou also very common.
- 51:48Speaker 2: So I don't know if there's any more to add
- 51:50Speaker 2: on the chalk build or this conversation, but anything else
- 51:52Speaker 2: you got on this. If not, we got to start
- 51:54Speaker 2: talking about how to handle that, because that's the biggest
- 51:56Speaker 2: question this week is what do you do with that information.
- 51:58Speaker 4: Yeah, I mean the other option that people would have
- 52:00Speaker 4: there is is to incorporate the five K range and
- 52:02Speaker 4: you go like Speth McCarty, So I think we would.
- 52:05Speaker 4: I think we'll see a lot of variations to the
- 52:07Speaker 4: point where, like you know, I talked about Nick Taylor
- 52:10Speaker 4: earlier and Fitzpatrick and Harry Hall, where like all of
- 52:13Speaker 4: those guys would end up getting some more ownership, probably
- 52:16Speaker 4: like three to five percentage points minimum more ownership than
- 52:19Speaker 4: expected if Scotty ends up forty percent instead of the
- 52:22Speaker 4: thirty one percent. So that's a really interesting thing to
- 52:26Speaker 4: kind of continue to talk through.
- 52:27Speaker 5: But as far as where we.
- 52:30Speaker 4: Go from there, like, I think the the first thing
- 52:33Speaker 4: to notice is, like we just talked about two v
- 52:37Speaker 4: two's where it was literally Scotty and somebody else first
- 52:40Speaker 4: rom and Cam Young or Cam Young and Fitzpatrick. So
- 52:43Speaker 4: I think the very first thing to notice when you're
- 52:45Speaker 4: building lineups is if you're building a balanced lineup, just
- 52:50Speaker 4: steer clear of the two v two type lineups and
- 52:53Speaker 4: go to like a minimum of three v three or
- 52:55Speaker 4: a four v four. So you know, one way to
- 52:58Speaker 4: do that is to go really balanced and instead of
- 53:02Speaker 4: you know, playing three or four guys under eight thousand dollars,
- 53:08Speaker 4: you end up with nobody under or one guy under
- 53:12Speaker 4: eight thousand dollars or something like that. So like that's
- 53:14Speaker 4: I think a very clear and obvious way to pivot
- 53:16Speaker 4: off the chalk bill because you're just you're getting so
- 53:19Speaker 4: many different spots from all of the chalk variations where
- 53:23Speaker 4: I think, to me, like the number one thing that
- 53:25Speaker 4: I don't want to do, and this is especially true,
- 53:28Speaker 4: like you know, I'm I'm still trying to make I'm
- 53:30Speaker 4: still trying to earn a ticket into the Mega. If
- 53:34Speaker 4: I have one lineup in the Megamilli and I'm going
- 53:36Speaker 4: up against all these people who have ten lineups, twenty lineups,
- 53:40Speaker 4: fifty lineps, however many the maxes this week. The last
- 53:44Speaker 4: thing I want to do is put myself in a
- 53:45Speaker 4: position where my lineup is going up against you know, I,
- 53:49Speaker 4: let's say I have a four v four equal, so
- 53:53Speaker 4: four guys are the same as a bunch of other lineups,
- 53:55Speaker 4: and I'm trying to win with that final TV two,
- 53:58Speaker 4: but I'm playing someone who has ten different combinations of
- 54:02Speaker 4: that final TWOV two versus my one.
- 54:05Speaker 5: I don't want it at all.
- 54:06Speaker 4: I want as many guys in my lineup to be
- 54:08Speaker 4: unique versus other lineups so that I don't run into
- 54:12Speaker 4: that type of an issue. And I think that's the
- 54:14Speaker 4: number one way to do is just get out of
- 54:16Speaker 4: the lineup builds that have to hammer that like seven
- 54:19Speaker 4: six K range and and you know the pivot off
- 54:24Speaker 4: of that is one five K and one eight K
- 54:26Speaker 4: instead of a six and a seven or two low
- 54:28Speaker 4: sevens that sort of thing. Because it's just so hard
- 54:31Speaker 4: to win those two v twos. I'd much rather take
- 54:33Speaker 4: my chances with a four v four where all my
- 54:35Speaker 4: four are actually good players. Yeah.
- 54:37Speaker 2: I'm gonna pause on that for a second too, because
- 54:38Speaker 2: I think something very important and just like I think
- 54:40Speaker 2: about all the time, is like that's where people get confused,
- 54:43Speaker 2: because I know people run into this and do you
- 54:45Speaker 2: have his mastermind over a Chipper Nation discord.
- 54:47Speaker 3: It's always sort of something to come up.
- 54:48Speaker 2: We'll say, well, you just said that, Alex, but then
- 54:51Speaker 2: I saw your lineup in the Mega on the weekend
- 54:54Speaker 2: and you had Hogard in there at sixty five hundred,
- 54:57Speaker 2: and they just stop there like they didn't recognize the
- 55:00Speaker 2: to the lineup, and they take it as like you
- 55:02Speaker 2: don't want to be in this combo. But because what
- 55:04Speaker 2: you said is per when there's that four be four
- 55:05Speaker 2: and you're like, okay, Camyong and Ram or Scotty and
- 55:08Speaker 2: this guy someone has that, And then so they might
- 55:11Speaker 2: even have it in their own portfolio duplicate, like covered
- 55:14Speaker 2: that way or with a three v three that's just
- 55:16Speaker 2: as close the Keegan versus min Wu. But then also
- 55:19Speaker 2: somebody else over here has the other version of it,
- 55:22Speaker 2: and somebody else over here has the other. Like you've
- 55:23Speaker 2: just packed yourself in so many different ways. But people
- 55:27Speaker 2: take it as like the one play. Yeah, but then
- 55:30Speaker 2: if you're saying to steer clear of that, then that
- 55:32Speaker 2: just means I don't want to play hoguard. It's like
- 55:33Speaker 2: not at all what you said, And it's like now
- 55:35Speaker 2: you'd be looking at okay, how can I use someone
- 55:38Speaker 2: who's popular, But in a completely different way, And that's
- 55:41Speaker 2: where people confuse the situation, Like these good undervalued plays
- 55:46Speaker 2: on paper going in may may not work out, but
- 55:48Speaker 2: if they do when they're needed, you're gonna still have
- 55:51Speaker 2: to think about those factors, not just Okay, one play
- 55:54Speaker 2: got there for me, it's the whole process. It's the how,
- 55:57Speaker 2: not the who, it's everything that we talk about on
- 55:59Speaker 2: this very Oh so I don't if you want to
- 56:01Speaker 2: elaborate on that further, but I think that's the key
- 56:02Speaker 2: to remember. You had a couple weeks I remember where
- 56:04Speaker 2: it was like, yeah, see who's popular, but he's gonna
- 56:06Speaker 2: be the fourth guy in to every lineup or the
- 56:08Speaker 2: third guy in or fourth guy, fifth guy.
- 56:10Speaker 3: I'm gonna use him as my last guy in.
- 56:12Speaker 5: Yeah, that's that's what I did at the Masters.
- 56:14Speaker 4: Yes, what I did the Masters, I had I had
- 56:15Speaker 4: Henley and and Sea Wu as my only seven K
- 56:19Speaker 4: players and that was that was it. Every everyone else
- 56:22Speaker 4: was in the eight kor above and so so yeah,
- 56:24Speaker 4: I was like that that lineup has multiple pass to succeed.
- 56:27Speaker 4: And this is what I like about it. Where someone,
- 56:30Speaker 4: you know, in my eight k's let's say, uh, I
- 56:33Speaker 4: can't man, I can't remember what the rest of the
- 56:34Speaker 4: lineup was. But let's say two of my eight K
- 56:37Speaker 4: guys end up like in the top three and one
- 56:39Speaker 4: of them wins. That's an easy pass to success because
- 56:42Speaker 4: now my highest scoring players are beating the highest scoring
- 56:46Speaker 4: players in all the expensive guy lineups because they literally won.
- 56:50Speaker 4: No one can score more than that but there's also
- 56:52Speaker 4: the potential runout where let's say, you know, my my
- 56:55Speaker 4: best finisher is fourth place, but then I have all
- 56:58Speaker 4: six guys in the top twenty, are all six in
- 57:00Speaker 4: the top thirty, and the fast majority of let's say
- 57:02Speaker 4: Scotty lineups if Scotty goes on to win, are a
- 57:05Speaker 4: four of six or three of six. Maybe there are
- 57:08Speaker 4: some five of six and are really low six for
- 57:09Speaker 4: six and two of the mad cuts are outside of
- 57:13Speaker 4: the top forty, and a lot of them. I can
- 57:15Speaker 4: still beat those lineups because my worst player was just
- 57:20Speaker 4: so much better than the typical worst player, even the
- 57:22Speaker 4: typical second worst player, and a lot of other lineups.
- 57:25Speaker 4: So that's that's why I so often gravitate towards these
- 57:27Speaker 4: balanced builds. But the other reason is because they are
- 57:30Speaker 4: literally unique builds, and it's it's harder to find unique
- 57:34Speaker 4: structures when you're going to some kind of studs and
- 57:37Speaker 4: duds version.
- 57:38Speaker 2: Yeah, there's also many like the other side of it.
- 57:40Speaker 2: Because I know we're gonna get to it in a second,
- 57:42Speaker 2: I want to ask you one more question first. But
- 57:43Speaker 2: when Timmy's point comes up, like if we start in
- 57:45Speaker 2: the nines, we had this conversation a couple of weeks
- 57:47Speaker 2: ago about like the win equity versus the maid cut equity.
- 57:50Speaker 2: When you're looking if you can't get to that win
- 57:51Speaker 2: equity that Scotty has, fine, but there's other things that
- 57:53Speaker 2: can bust up. Scotty lineups could end up being like,
- 57:57Speaker 2: you know, he could be thirty five percent owned, but
- 57:59Speaker 2: they're might only be a small percentage of Scotti lineups
- 58:03Speaker 2: with six and six because the way the value plays
- 58:05Speaker 2: shake out, especially the popular ones, they do horrible and
- 58:07Speaker 2: that doesn't work out. And then somebody that's sitting there
- 58:09Speaker 2: with the ballant's like, well, kind of in that spot
- 58:12Speaker 2: where everybody's got like, you know, everyone's sitting twentieth right now,
- 58:15Speaker 2: but I've.
- 58:15Speaker 3: Got a six of six.
- 58:16Speaker 2: They all got a shot, and then it firms up,
- 58:18Speaker 2: and then those are veterans that have played forever and
- 58:21Speaker 2: they're climbing their way to the board, and there's only
- 58:22Speaker 2: so many of the Scotty lineups that are even climbing
- 58:25Speaker 2: with Scotty now because it's like all the other people
- 58:27Speaker 2: got left behind, and those six of sixes aren't filled
- 58:29Speaker 2: with the nut six of sixes, they're just filled with
- 58:31Speaker 2: Scotti and five guys that kind of came through that
- 58:33Speaker 2: made the cut, So it doesn't always mean that will
- 58:35Speaker 2: get there either.
- 58:36Speaker 3: So we'll spend more time on that one in a second.
- 58:38Speaker 2: But I do want to ask, and I've got a
- 58:40Speaker 2: couple other things, but I want to ask you first
- 58:41Speaker 2: after that conversation, as we get to sort of leveraging
- 58:44Speaker 2: the chalk build Now, did you get any clarity as
- 58:47Speaker 2: of now Tuesday afternoon, you know, evening on the Scotty ownership,
- 58:51Speaker 2: like you know, for me, like I just said, it
- 58:53Speaker 2: felt like it became a lot clear that it's gonna
- 58:55Speaker 2: be probably a little more than we think. But I'm
- 58:57Speaker 2: just curious if it's different for you or what you're
- 58:59Speaker 2: thinking is of right now.
- 59:00Speaker 5: I got clarity, but in the opposite direction.
- 59:03Speaker 4: I didn't get not the opposite direction, but in a
- 59:06Speaker 4: different direction where I didn't get clarity on what the
- 59:09Speaker 4: field is going to do, but I got clarity on
- 59:11Speaker 4: what I want to do, because I think Scotty can
- 59:14Speaker 4: only get more popular than what we're projecting. And I
- 59:17Speaker 4: got some clarity that I think it's already even at
- 59:20Speaker 4: thirty one percent instead of forty percent, I think it's
- 59:23Speaker 4: already better to have a more balanced lineup than a
- 59:25Speaker 4: Scotti lineup, so a different way of answering it, but
- 59:29Speaker 4: it still gets like, Okay, I know that part of
- 59:33Speaker 4: my path to leveraging the common build now is going
- 59:35Speaker 4: to be doing so through a non Scottie lineup instead
- 59:39Speaker 4: of a Scotti line.
- 59:40Speaker 2: All right, we just covered both our leverage lanes. Is
- 59:42Speaker 2: that is that it?
- 59:42Speaker 3: That's the show now that we went.
- 59:44Speaker 4: Through that, So I think people would be very upset
- 59:48Speaker 4: if the extent of the leverage lane was Fate Scottie Scheffler,
- 59:50Speaker 4: because there's a whole lot more buttons you got to
- 59:53Speaker 4: press beyond that.
- 59:54Speaker 2: Yeah, it's always interesting though, because even if that is
- 59:56Speaker 2: what it was going to be, and just sort of
- 59:57Speaker 2: from that perspective, we always try and bring the to
- 1:00:00Speaker 2: it and not just like it's not a hot take.
- 1:00:03Speaker 2: It's like you literally applied math and then potential further
- 1:00:07Speaker 2: math that we're expecting to see that it kind of
- 1:00:09Speaker 2: really doesn't matter that it's just gonna make it even
- 1:00:11Speaker 2: that much more in a situation. And then we applied
- 1:00:14Speaker 2: also like game theory, contest size, and I'll give you
- 1:00:17Speaker 2: some context as we because I'm gonna segue into it
- 1:00:18Speaker 2: now we'll go into sort of you know, leveraging that
- 1:00:21Speaker 2: chalk build or leveraging a Scotti build that's popular. I'm
- 1:00:24Speaker 2: going to actually leverage the opposite one. We spend a
- 1:00:26Speaker 2: lot of time on Scotty. But let's give you a
- 1:00:27Speaker 2: quick example. If you go to the previous bill we
- 1:00:31Speaker 2: were talking about with like Camjong Ram Sea Wou, Fowler Hoguard,
- 1:00:35Speaker 2: and wherever that landed min Wo were your Kegan right
- 1:00:38Speaker 2: was where that landed if you keep Cam Young Henley
- 1:00:41Speaker 2: or sorry, if you keep Cam Young, se Wu and
- 1:00:44Speaker 2: Hoguard different tournaments, but I'm talking like a thousand or less.
- 1:00:48Speaker 3: Just let me give you this quick example.
- 1:00:50Speaker 2: It doesn't even matter who I name, but if you
- 1:00:52Speaker 2: played three eight k guys in that that are all
- 1:00:56Speaker 2: sub five percent, I actually think you can get away
- 1:00:59Speaker 2: with that. Even so, it kind of is the thinge
- 1:01:01Speaker 2: because it's not the Scotty full version, it's not the
- 1:01:03Speaker 2: Scotty Hoguard versions, it's not the rom Young Hoguard, Sea
- 1:01:09Speaker 2: Wou four v four where you're just swapping a twov
- 1:01:11Speaker 2: two and I'm considering field size by in typically will
- 1:01:16Speaker 2: relate to that, but just noting it. I think that's
- 1:01:18Speaker 2: where some people are like, oh, I thought I might
- 1:01:20Speaker 2: be too chalky. But it's like you're on a completely
- 1:01:22Speaker 2: different different construction with three popular plays, but you're using
- 1:01:26Speaker 2: them in a completely different way. And then also, I'm
- 1:01:28Speaker 2: not just picking the most popular eight K guys that fit.
- 1:01:31Speaker 3: I'm noting that.
- 1:01:32Speaker 2: I'm saying, like, you could fit three really low owned
- 1:01:35Speaker 2: eight K guys, and that would be an example where
- 1:01:38Speaker 2: that's how you separate from the people that started with
- 1:01:41Speaker 2: the chalk version and the people that did like Alex said,
- 1:01:45Speaker 2: and went to the secondary version. We're like, well, as
- 1:01:47Speaker 2: long as I TWOV two, I'm.
- 1:01:48Speaker 3: Good, No, you might not be.
- 1:01:50Speaker 2: You would truly separate, and you can't have let's say,
- 1:01:53Speaker 2: the seven K range bus and only see Wu comes through. Well,
- 1:01:57Speaker 2: so many of those lineups are dead now because they've
- 1:01:59Speaker 2: had three two to three seven K guys, one being
- 1:02:03Speaker 2: Sea Wou, but you've only got Sea Wou. And now
- 1:02:05Speaker 2: it was the eight K range that was needed and succeeded,
- 1:02:08Speaker 2: and you've already got three of them in your lineup,
- 1:02:10Speaker 2: and it's only a small range to start with.
- 1:02:12Speaker 3: So it's like those little moves.
- 1:02:14Speaker 2: As much as I'm talking about it's all related to
- 1:02:16Speaker 2: the field you're in, the size, the contest, all the
- 1:02:19Speaker 2: different factors that go into it. But just a quick example,
- 1:02:22Speaker 2: and I would still maybe go further than that myself
- 1:02:24Speaker 2: because I'm a bit more aggressive. But I'm just noting
- 1:02:26Speaker 2: where people confuse it of like, you know, they think
- 1:02:29Speaker 2: they can't play any chalk or they think you're saying, well,
- 1:02:31Speaker 2: if I'm going balanced, just go everybody under ten percent.
- 1:02:34Speaker 2: There's tons of different ways that you can play it
- 1:02:36Speaker 2: from there.
- 1:02:36Speaker 3: So let's keep it moving.
- 1:02:38Speaker 5: Let's go real quick, real quick, Tamo.
- 1:02:41Speaker 4: For anyone watching live or if you're watching recorded, take
- 1:02:44Speaker 4: note of the time right now. Because of my leverage lane.
- 1:02:47Speaker 4: I'm in a reference what Tamo just talked about because
- 1:02:50Speaker 4: I just put in the lineup that he just talked about,
- 1:02:53Speaker 4: because there's like there's a three v three kind of
- 1:02:55Speaker 4: example here that fully illustrates the point that I'm gonna
- 1:02:59Speaker 4: make in my leverage line. So just keep keep this
- 1:03:02Speaker 4: time stamp in mind because you might want to kind
- 1:03:03Speaker 4: of go re listen to what Tamo just said when
- 1:03:05Speaker 4: I end up talking about my leverage lane.
- 1:03:07Speaker 2: Yeah, see our three mark. I see it, and then
- 1:03:10Speaker 2: I'll be you know, things will be timestamped and whatnot below.
- 1:03:12Speaker 3: We like to do that for everybody if you check
- 1:03:13Speaker 3: it later.
- 1:03:14Speaker 2: So what else do you want to when when it
- 1:03:16Speaker 2: comes to leveraging the chalk build, I mean I was
- 1:03:17Speaker 2: gonna bring it up earlier, but I just I'll go
- 1:03:19Speaker 2: back to it now because you kind of convinced me
- 1:03:21Speaker 2: on the Rory factor.
- 1:03:22Speaker 3: So it's not just about Rory.
- 1:03:23Speaker 2: Specifically, but it's just noting a concept that goes with it.
- 1:03:26Speaker 2: So it is you know, results and how they play out,
- 1:03:28Speaker 2: and also DFS as a whole. But I think another
- 1:03:31Speaker 2: thing that gets confused is like your point even selling
- 1:03:36Speaker 2: me on the spot, I'm like, okay, actually, yeah, that
- 1:03:37Speaker 2: makes a ton of sense.
- 1:03:38Speaker 3: I can see this now.
- 1:03:40Speaker 2: That's fine. But ken Rory win this golf tournament, yes,
- 1:03:43Speaker 2: and you know this, as does everybody else. And if
- 1:03:45Speaker 2: Rory does, there's a possibility he's needed and likely in
- 1:03:49Speaker 2: most golf turners when you have the winner. We just
- 1:03:51Speaker 2: talked through how Scott he might not still be needed
- 1:03:53Speaker 2: up there because the way the rest of the lineup
- 1:03:54Speaker 2: shakes out and the chalk and the value that gets
- 1:03:56Speaker 2: plugged into that and Rory's could be the same. But
- 1:03:58Speaker 2: my point would be if Rory's needed or he beats
- 1:04:01Speaker 2: Scotty or whatever. And that exists, especially going back to
- 1:04:04Speaker 2: what type of turnerm you're in the five dollars with
- 1:04:06Speaker 2: fifty k up top, the twenty five dollars worth a
- 1:04:08Speaker 2: million of top. Someone is going to have that lineup.
- 1:04:11Speaker 2: So like, no matter what you think, and I know
- 1:04:14Speaker 2: Alex is talking fully from it, you know, a single
- 1:04:16Speaker 2: jury perspective and as a whole, but just like from
- 1:04:18Speaker 2: the perspective, especially if you've got a portfolio, I don't
- 1:04:21Speaker 2: think enough people consider that where it's like that's another
- 1:04:24Speaker 2: example of Okay, if I've got Hoguard and si Wu
- 1:04:27Speaker 2: and Scottie, I'm not just gonna drop Scotty to Rory.
- 1:04:31Speaker 2: Probably I'm saying you could, I would leave money on
- 1:04:34Speaker 2: the table, be completely different. Everyone else is that that's
- 1:04:36Speaker 2: more of like a NFL showdown thing. Right, You've got
- 1:04:39Speaker 2: Jamar Chasin for the Bengals else he's an obvious one,
- 1:04:42Speaker 2: and you say I'm not gonna play him. I'm gonna
- 1:04:44Speaker 2: go to t Higgins and leave thirty five hundred on
- 1:04:46Speaker 2: the table, or I'm gonna go even further than that
- 1:04:48Speaker 2: because i want to be even more well that's a
- 1:04:50Speaker 2: small slate, single game, smaller player pool, et cetera. So
- 1:04:53Speaker 2: you're probably not doing that, but just saying when people
- 1:04:55Speaker 2: are like, yo, Alex made a good point. If you
- 1:04:58Speaker 2: go to Rory, you kind of got the same as
- 1:04:59Speaker 2: the Scotti lineup. That is true, but it's also true
- 1:05:02Speaker 2: that if that version comes through, you probably need that.
- 1:05:05Speaker 2: So it's like, you got to think these things through
- 1:05:07Speaker 2: when you're building. That's when your player takes or you're like,
- 1:05:12Speaker 2: I've got a ticket to the Mega this week. I've
- 1:05:14Speaker 2: only got one. It's my first time ever playing it.
- 1:05:17Speaker 2: I want to go down with my ship no pun
- 1:05:19Speaker 2: Intenta deship it Nation. You can join free right now.
- 1:05:22Speaker 2: If you want to go check it out, do my
- 1:05:23Speaker 2: best Mayo impression. There no code required, the banner right
- 1:05:26Speaker 2: on the top. Drop the problem in with it. But
- 1:05:28Speaker 2: if you want to go to I believe in that, Alex.
- 1:05:30Speaker 2: You've talked about this a ton man. Play a lineup
- 1:05:32Speaker 2: you want to play, go down with your players and
- 1:05:34Speaker 2: run it. If you think it's Rory weak, don't give
- 1:05:37Speaker 2: a shit about the rest. Play Rory and then figure
- 1:05:39Speaker 2: it out because that's what you've decided. But it doesn't
- 1:05:42Speaker 2: it doesn't mean that both things can't be true, was
- 1:05:44Speaker 2: my point. So people don't do that enough when they're
- 1:05:47Speaker 2: trying to figure it out. Well, someone said, it's not
- 1:05:48Speaker 2: the best lineup to play, but you like this player
- 1:05:51Speaker 2: and you want to build your own lineup, so go ahead.
- 1:05:53Speaker 3: Yeah.
- 1:05:53Speaker 4: The other thing I like about the Rory thought is that, yeah,
- 1:05:56Speaker 4: it's only fifteen hundred different than Scotty. But remember the
- 1:06:00Speaker 4: kind of build that we were talking about, like trying
- 1:06:02Speaker 4: to get out of where you're kind of left just
- 1:06:04Speaker 4: choosing multiple players from that you know, mid to high
- 1:06:07Speaker 4: seven K range, upper six K range. Well, one way
- 1:06:11Speaker 4: to get out of that range is to go from
- 1:06:13Speaker 4: like Scottie Fowler and min Wu. And the reason why
- 1:06:17Speaker 4: you might want to get out of that range is
- 1:06:18Speaker 4: because you have to get that Fouler min Wu decision correct,
- 1:06:23Speaker 4: because you know there are gonna be so many other
- 1:06:25Speaker 4: lineups that instead of Fowler and min Wu, it's gonna
- 1:06:27Speaker 4: be you know, Spawn and English or Kidiyama and Batilla,
- 1:06:31Speaker 4: and someone's gonna have the right combination of those players,
- 1:06:36Speaker 4: and it might not be you, but you can get
- 1:06:38Speaker 4: out of that range, and out of that you know,
- 1:06:41Speaker 4: two v two over and over and over again competition
- 1:06:46Speaker 4: with people by going to Rory and now the final
- 1:06:49Speaker 4: two instead of like so many possibilities where you have
- 1:06:54Speaker 4: to get it right in that upper mid seven k range,
- 1:06:57Speaker 4: that just becomes that becomes you know, Burns and Speeth
- 1:07:02Speaker 4: or Henley and see Wu or Henley and McNeely, right,
- 1:07:07Speaker 4: someone like that, where you're out of the range where
- 1:07:10Speaker 4: everyone has different TV twos and they're all competing with
- 1:07:13Speaker 4: one another, and now you don't need to be quite
- 1:07:16Speaker 4: as perfect with the two that you actually come up with.
- 1:07:18Speaker 4: And I just generally like that style of bild, especially
- 1:07:22Speaker 4: like we talked about, if you're in the Mega, it's
- 1:07:24Speaker 4: less important in the two hundred and seventy seven dollars
- 1:07:27Speaker 4: single entry because you're not playing against other people who
- 1:07:30Speaker 4: have multiple combinations in that range, and so you don't
- 1:07:34Speaker 4: have to be quite as perfect number one because it's
- 1:07:36Speaker 4: a smaller field. Number two because everyone only gets one
- 1:07:39Speaker 4: chance instead of multiple shots where they're building around the
- 1:07:42Speaker 4: same core and then just taking you know, like maybe
- 1:07:46Speaker 4: they have four the same in ten different lineups, and
- 1:07:49Speaker 4: those ten lineups all have different TV twos, all from
- 1:07:52Speaker 4: seventy three, eight to seventy seven. They are likely to
- 1:07:55Speaker 4: have the perfect combination you with one bullet or not.
- 1:07:59Speaker 2: Yeah, And I think we did review it a little
- 1:08:01Speaker 2: bit after maybe it was the week after the Players
- 1:08:03Speaker 2: Championship when Giant Squid won the Mega Milly and Brandon
- 1:08:06Speaker 2: Adams had like a bigger portfolio, and we showed how
- 1:08:09Speaker 2: he played. Wasn't it the Players when markow withdrew at
- 1:08:11Speaker 2: forty eight percent owned in the Mega right, and it
- 1:08:14Speaker 2: was like everyone's like, oh, Brandon Adams still won like
- 1:08:16Speaker 2: four hundred thousand dollars or something. It's like, yeah, he
- 1:08:18Speaker 2: had fifty percent of his lineups, he was field matched
- 1:08:21Speaker 2: on his sixteen lineups. He had eight more Cow lineups
- 1:08:23Speaker 2: dead at the bottom.
- 1:08:24Speaker 3: It's the other eight.
- 1:08:25Speaker 2: But was most interesting to me, And I know people
- 1:08:27Speaker 2: like yourself who actually dig into this stuff and try
- 1:08:30Speaker 2: and learn from this, and you know, you learn from
- 1:08:31Speaker 2: the best and try and apply it to your own stuff.
- 1:08:34Speaker 2: It's like, realistically, it was crazy because the more Cow
- 1:08:36Speaker 2: lineups were in such great shape versus the field. If
- 1:08:40Speaker 2: Morikawa didn't WD and even if he had success, where
- 1:08:44Speaker 2: most people are like, oh fish play or like what
- 1:08:47Speaker 2: an idiot who plays that donkey chock at forty eight
- 1:08:49Speaker 2: percent whatever. It's like again, it wasn't who he played,
- 1:08:51Speaker 2: it was how he played him and his other lineups.
- 1:08:54Speaker 2: He played accordingly within a portfolio to be able to
- 1:08:57Speaker 2: apply that. But Giant Squid only had two lineups and
- 1:09:00Speaker 2: he clearly played them both differently and to win. It
- 1:09:04Speaker 2: was like there was no way. He was not in
- 1:09:05Speaker 2: the four v four. He was not in the three
- 1:09:07Speaker 2: B three. It was like, I'm here or I'm there,
- 1:09:09Speaker 2: but I only have two. And then with his only two,
- 1:09:12Speaker 2: I say only like it's nothing, but I'm just telling you,
- 1:09:15Speaker 2: like versus what he could play. He had two.
- 1:09:17Speaker 3: One was to play this way. One was to play
- 1:09:19Speaker 3: this way over here. But both had shots to the
- 1:09:22Speaker 3: top and paths needed things to go his way and
- 1:09:24Speaker 3: they did so.
- 1:09:25Speaker 2: Shout out to him and another million maaker. I think
- 1:09:27Speaker 2: it's the seventh or eighth or maybe nine. Two 's
- 1:09:29Speaker 2: by now, but one of the best, and that's just
- 1:09:31Speaker 2: a point to be made, is you can learn from
- 1:09:33Speaker 2: what people do in the past. You're not gonna be
- 1:09:35Speaker 2: able to apply the plays, but you are able to
- 1:09:37Speaker 2: apply the concept.
- 1:09:38Speaker 3: So that's the key.
- 1:09:39Speaker 4: Yeah, I mean, the one of the kind of like
- 1:09:42Speaker 4: inspirations for this whole conversation was I mean, I did
- 1:09:45Speaker 4: like a big giant strategy. Note in my discord about
- 1:09:47Speaker 4: this was the round one of the NFL Playoffs. I
- 1:09:51Speaker 4: noticed one of the guys who won the Mega he
- 1:09:53Speaker 4: had like he had a pretty basic core stack with
- 1:09:57Speaker 4: some of the good values, and then like he had
- 1:10:00Speaker 4: I think it was eight different lineups and all eight
- 1:10:02Speaker 4: were identical except for the final two v two.
- 1:10:05Speaker 5: Maybe it was the final three v three, And he.
- 1:10:07Speaker 4: Just had so many combinations, and so his combinations included
- 1:10:11Speaker 4: it was like, you know McCaffrey, which crappy, DeMarcus Robinson
- 1:10:16Speaker 4: and the Niners defense, right, And it's like, if you're
- 1:10:18Speaker 4: building a single entry lineup, you are not landing on
- 1:10:21Speaker 4: that combination as your final three. He he had one
- 1:10:25Speaker 4: Niners combination, but that was the one that won. And
- 1:10:28Speaker 4: so if you had the same core that he did
- 1:10:30Speaker 4: and you had one lineup and he had eight, and
- 1:10:34Speaker 4: your lineup was like your core was perfect, it was optimal,
- 1:10:38Speaker 4: you still had a very low chance of winning, because
- 1:10:41Speaker 4: he had a huge chance of winning. And like I
- 1:10:43Speaker 4: from that day on, it was like anytime I'm in
- 1:10:45Speaker 4: a contest where I have one lineup and everyone else
- 1:10:47Speaker 4: is multiple I'm making sure I avoid those final two
- 1:10:51Speaker 4: V two s three threes where I'm up against multiple
- 1:10:54Speaker 4: iterations at the same lineup, and I'm making sure that
- 1:10:56Speaker 4: my lineup as a whole is unique. And that's been super,
- 1:11:00Speaker 4: super helpful whenever I've been in that kind of you know, contest.
- 1:11:03Speaker 4: And so yeah, if this kind of this kind of
- 1:11:06Speaker 4: conversation really interests you, I think you'll you'll find that
- 1:11:08Speaker 4: strategy not really fascinating and definitely a reason to check
- 1:11:11Speaker 4: out the discord.
- 1:11:12Speaker 2: Yeah, and I think you said too, like you know,
- 1:11:14Speaker 2: the last part there of like what that sets up.
- 1:11:16Speaker 2: Like I wrote this note a long time ago and
- 1:11:18Speaker 2: my my Apple notes or whatever, and sometimes I go
- 1:11:21Speaker 2: back to these and I'm all, people know, I'm like,
- 1:11:23Speaker 2: I'm obsessed. I'm always going back and reading things and
- 1:11:24Speaker 2: coming up with these little things or whatever. But it
- 1:11:26Speaker 2: was basically just a quick note to myself to remind
- 1:11:29Speaker 2: myself because one thing that comes with majors is softer pricing.
- 1:11:32Speaker 2: We've talked about this all star pricing. This this goes
- 1:11:34Speaker 2: with leveraging the chalk build. So it's right on pace
- 1:11:37Speaker 2: with what we're talking about. But in majors and softer
- 1:11:40Speaker 2: prices events, we can focus less on being contrarian because
- 1:11:44Speaker 2: naturally the ownership gets spaced out with a bigger, one
- 1:11:48Speaker 2: hundred and fifty six person event where people know less
- 1:11:51Speaker 2: people or these lazy weeks like I've talked about, the
- 1:11:54Speaker 2: ownership gets more congested, and then it actually makes it
- 1:11:57Speaker 2: easier to pivot off of guys. But we're not saying
- 1:12:00Speaker 2: you don't have to be contrarian, but we're saying, and
- 1:12:02Speaker 2: what you just said reminding me of something actually funny
- 1:12:04Speaker 2: NFL related as well, is my own leak in my
- 1:12:07Speaker 2: own game that I'm gonna be working on for this
- 1:12:08Speaker 2: upcoming season. It's a golf show, but you can apply
- 1:12:11Speaker 2: it to this. I'm gonna do it in golf in
- 1:12:12Speaker 2: two seconds. In NFL when the season starts, we have
- 1:12:15Speaker 2: softer pricing and people go mad trying to like figure
- 1:12:19Speaker 2: it out, and it's like, no one knows anything yet,
- 1:12:20Speaker 2: but we know that looks like bad pricing, so we're
- 1:12:22Speaker 2: gonna use the best players just use it to their advantage.
- 1:12:25Speaker 2: It might just be the stack that they're on that's
- 1:12:28Speaker 2: slightly different. It might be everyone's on a running back
- 1:12:30Speaker 2: and this stack and they flip the build or it
- 1:12:33Speaker 2: might be everyone's on high priced running backs and they
- 1:12:35Speaker 2: go to lower, but it still allows them to fit
- 1:12:38Speaker 2: the popular stack or the popular guy.
- 1:12:40Speaker 3: But now it fits the quarterback and the wide receiver too.
- 1:12:42Speaker 2: And I'm using NFL because people can relate and like, damn,
- 1:12:45Speaker 2: that just looks like every like, how do I not
- 1:12:47Speaker 2: get to that?
- 1:12:47Speaker 3: It just they played all the chalk.
- 1:12:49Speaker 2: It's not that they got a few things different, but
- 1:12:51Speaker 2: they didn't ignore the softer pricing and the lower They're
- 1:12:55Speaker 2: not trying to.
- 1:12:56Speaker 3: Pivot just to pivot, and that's what so many people do.
- 1:12:59Speaker 2: Same thing here, Like I said, That's what I was
- 1:13:01Speaker 2: trying to explain earlier.
- 1:13:03Speaker 3: People will just go nuts.
- 1:13:04Speaker 2: About a guy like Hoguard, especially in like a higher stakes,
- 1:13:07Speaker 2: smaller field.
- 1:13:08Speaker 3: I get it, and there's tons of ways you can
- 1:13:10Speaker 3: get different.
- 1:13:10Speaker 2: But I'm saying, if you really want that play in
- 1:13:13Speaker 2: your lineup and you want to use that, stop thinking
- 1:13:16Speaker 2: about that play and that singular ownership, and start thinking
- 1:13:20Speaker 2: about what that can do for your build, and then
- 1:13:23Speaker 2: tie it together with all the things that Blickele just
- 1:13:25Speaker 2: talked about and I mentioned throughout the show of like
- 1:13:27Speaker 2: ways that you can use it to your advantage. Because
- 1:13:30Speaker 2: you're still not if you got Hoguard and that's it,
- 1:13:33Speaker 2: but you're not in the three v three, you're not
- 1:13:34Speaker 2: in the four v four. You don't have Scotty, you
- 1:13:36Speaker 2: don't have cam Young, You've got a little bit of
- 1:13:39Speaker 2: a different variation, whatever it looks like to you. What's
- 1:13:42Speaker 2: stopping you from using that? If you still think Hoguard's
- 1:13:44Speaker 2: the option down there, you think he's under price by
- 1:13:47Speaker 2: fifteen hundred dollars, why would you not use him and
- 1:13:49Speaker 2: figure it out from there? So too many people get
- 1:13:51Speaker 2: caught up in that of like, oh, I just can't
- 1:13:53Speaker 2: play Hi because he's x percent owned. It's you got
- 1:13:55Speaker 2: to figure out what he can do. Does he do
- 1:13:57Speaker 2: something for you that does make you feel comfortable? If so,
- 1:14:01Speaker 2: and I'll reverse it quickly just to get the final
- 1:14:03Speaker 2: thought out is people will go top down instead, and
- 1:14:07Speaker 2: they'll get an awesome top down build. They're like, holy shit,
- 1:14:10Speaker 2: I can't believe it. I just did this magic thing,
- 1:14:11Speaker 2: like I switched the build. I love what I see
- 1:14:14Speaker 2: in these first five, but of course it lands on Hoguard,
- 1:14:17Speaker 2: that loser, that donkey chock. But they're not thinking about
- 1:14:20Speaker 2: how different their land up's a completely different construction, lower
- 1:14:23Speaker 2: owned options up top, like there's so many things going
- 1:14:25Speaker 2: in their favor, and they're like, I'm as well, go Rasmus,
- 1:14:29Speaker 2: and they just can they get it? They get different
- 1:14:30Speaker 2: again at the bottom, and maybe Rass beats them this week.
- 1:14:33Speaker 2: My point being, though you didn't. You're thinking about it
- 1:14:35Speaker 2: in two different ways. If you're starting with them, keep
- 1:14:38Speaker 2: that in mind, and then you got to think from there.
- 1:14:40Speaker 2: But if you land on them, go back, what do
- 1:14:42Speaker 2: you currently have? Well, shit, I'm already super different. I'm
- 1:14:45Speaker 2: already in a different time zone than everybody else. I'm
- 1:14:48Speaker 2: not on what Blickele talked about with the three v
- 1:14:50Speaker 2: three's or the four v four's or all of that shit.
- 1:14:53Speaker 2: I could actually play Hoguard and he clearly projects far
- 1:14:55Speaker 2: and away the best in this spot, and that ownership
- 1:14:58Speaker 2: isn't even gonna hurt me.
- 1:14:59Speaker 3: It's after et cetera, et cetera.
- 1:15:01Speaker 2: I don't think enough people do that, And I know
- 1:15:02Speaker 2: a lot of people are playing one to three lineups
- 1:15:05Speaker 2: and they stumble into that as a mistake and like,
- 1:15:07Speaker 2: should have just played Hoguard. Guess what, you could have
- 1:15:10Speaker 2: just played them. Nothing was stopping you. You just decided
- 1:15:13Speaker 2: because of like an arbitrary thing in a vacuum that
- 1:15:16Speaker 2: you can't and you could so any anything else you
- 1:15:18Speaker 2: want to add on leveraging the chalk bill, that was
- 1:15:20Speaker 2: my value play, softer pricing takes that I wanted to
- 1:15:22Speaker 2: make sure I got in before we get out of here.
- 1:15:25Speaker 4: Uh no, I agree with that, and there will be
- 1:15:27Speaker 4: more in my leverage lane about that.
- 1:15:29Speaker 2: All right, let's go to the betting breakdown. I know you,
- 1:15:32Speaker 2: uh you had some calls last week. I telled both
- 1:15:34Speaker 2: of them it was it was Ricky Fowler and not
- 1:15:36Speaker 2: to win the whole thing. But if we were betting, well,
- 1:15:38Speaker 2: what did he end up finishing? I hope fourth because
- 1:15:41Speaker 2: I was trying to think how it finished out. What
- 1:15:42Speaker 2: was the final leader board last week?
- 1:15:44Speaker 5: Where did fell finish?
- 1:15:45Speaker 3: But I know the last one.
- 1:15:48Speaker 2: But if we had had him with the T three
- 1:15:49Speaker 2: and said now he got the T two, of course
- 1:15:51Speaker 2: he did. He would have hit that each way because
- 1:15:54Speaker 2: it was like rose and speed and it was like
- 1:15:56Speaker 2: why not just get you know Fowler he fits the
- 1:15:58Speaker 2: same mold from that.
- 1:16:00Speaker 3: Yeah, and that's fine.
- 1:16:02Speaker 4: Yeah, I mean I'm going so what were my I
- 1:16:07Speaker 4: want to I want to figure out which one I
- 1:16:09Speaker 4: want to talk about because I think the the speF
- 1:16:11Speaker 4: pick like he was the one that I said, like
- 1:16:15Speaker 4: I'm I'm you know, almost ashamed to be talking about it.
- 1:16:19Speaker 5: But it was funny because he kind of showed.
- 1:16:23Speaker 4: Why we made the bet to begin with, because at
- 1:16:26Speaker 4: the truest like that was his best off the tea week.
- 1:16:31Speaker 5: In a long, long long time.
- 1:16:34Speaker 4: I mean, he gained one point twenty five per round.
- 1:16:36Speaker 4: I'm trying to find, Okay, the Memorial in twenty twenty
- 1:16:40Speaker 4: four he was cut, he gained one point four to four.
- 1:16:43Speaker 4: So the actually at Quel Hollow in twenty twenty four,
- 1:16:46Speaker 4: Wells Fargo one point four to seven. That's the last
- 1:16:49Speaker 4: time that he did that well off the tee. So
- 1:16:54Speaker 4: like we we got what we needed right in that regard.
- 1:16:58Speaker 4: He set himself up where if he had a spike
- 1:17:00Speaker 4: week with the Irons and or Putter or was good
- 1:17:03Speaker 4: around the green, he was gonna be in contention.
- 1:17:05Speaker 5: The problem was it was.
- 1:17:06Speaker 4: The only category he actually did well, and he was
- 1:17:08Speaker 4: really bad tea green or from fairway through the green
- 1:17:11Speaker 4: I should say not ta green because the again the
- 1:17:13Speaker 4: driving was awesome, but like that that's what we're looking
- 1:17:18Speaker 4: for with speed right now. Right it's the fact that
- 1:17:20Speaker 4: he is literally showing spike weeks in all four categories
- 1:17:23Speaker 4: and he just needs to put them together. He didn't
- 1:17:25Speaker 4: last week, but maybe he does this week. So I'm
- 1:17:27Speaker 4: actually going right back to him now at one hundred
- 1:17:29Speaker 4: and twenty five to one, and I will give both
- 1:17:32Speaker 4: my outrights this week since it's a major and it's
- 1:17:35Speaker 4: worth it. But Morikawa now available at fifty five to
- 1:17:38Speaker 4: one over on bet three sixty five, with that one
- 1:17:40Speaker 4: fifth each way for three spots, and I love his
- 1:17:43Speaker 4: outright because there is obviously still injury uncertainty, But the
- 1:17:48Speaker 4: truth is the jury uncertainty just doesn't matter that much
- 1:17:50Speaker 4: for outright bets because the chance that he's healthy is there,
- 1:17:55Speaker 4: and if he's healthy, he can play well. And on paper,
- 1:17:59Speaker 4: this is like a this is a fantastic fit for him.
- 1:18:02Speaker 4: You get the accuracy and approach combo. Only Scottie Scheffler
- 1:18:07Speaker 4: has a higher combined strokes gained driving accuracy plus strokes
- 1:18:10Speaker 4: gained approach than Morikawa does in our estimates, and one
- 1:18:14Speaker 4: of his biggest weaknesses is around the green. Probably isn't
- 1:18:17Speaker 4: gonna matter as much here as he usually does, so
- 1:18:19Speaker 4: I love the fit for Colin. Yes, he might still
- 1:18:23Speaker 4: be hurt. But the other thing is like when Colin
- 1:18:26Speaker 4: talked about his back injury after the Masters, he didn't
- 1:18:30Speaker 4: talk about the issue being pain and finding a way
- 1:18:33Speaker 4: to swing through the pain or commit through the pain.
- 1:18:36Speaker 4: He talked about just trust, trusted his back would hold
- 1:18:38Speaker 4: up if he did make an aggressive swing. But then
- 1:18:40Speaker 4: he went to the Heritage and he finished fourth and
- 1:18:43Speaker 4: his approach play was spectacular, which said to me, Okay,
- 1:18:46Speaker 4: he's he's started to trust things again. Yeah, he was
- 1:18:49Speaker 4: bad in Durrell, but that golf course does not fit
- 1:18:52Speaker 4: him at all. So I don't care how he played
- 1:18:54Speaker 4: whatsoever much. I care a lot more about the fact
- 1:18:58Speaker 4: that he was healthy enough to go play a course
- 1:19:00Speaker 4: that he knew didn't fit his game, and then he
- 1:19:03Speaker 4: got a week off of rest. Like, I think there's
- 1:19:05Speaker 4: a pretty good chance that he's close to one hundred percent,
- 1:19:08Speaker 4: And if he's anywhere close to one hundred percent, he's
- 1:19:11Speaker 4: got a great chance to win on this golf course.
- 1:19:12Speaker 4: In the market reflects like a fully injured version of himself,
- 1:19:16Speaker 4: and not the potentially getting healthy again on a course
- 1:19:19Speaker 4: it really fits him well.
- 1:19:20Speaker 2: Yeah, which is all the matters too, say you're getting
- 1:19:22Speaker 2: it reflected as much as we talked about when things
- 1:19:24Speaker 2: are baked in DFS and the same thing in DFS
- 1:19:26Speaker 2: with ownership, you can have from that perspective and you know,
- 1:19:28Speaker 2: different roster constructions, all these factors.
- 1:19:30Speaker 3: But yeah, from a betting perspective, love that.
- 1:19:32Speaker 2: Cos Speet also had a pretty good celebration. He went
- 1:19:34Speaker 2: back to the go get that last week. But it's
- 1:19:37Speaker 2: tough to do when you're down the board. I mean
- 1:19:38Speaker 2: maybe he thought he was going up the board, so
- 1:19:40Speaker 2: that's what he was doing.
- 1:19:42Speaker 3: That was the eagle putt, of course, which was nice
- 1:19:44Speaker 3: to see.
- 1:19:44Speaker 2: But yeah, going back to it never wrong, just early
- 1:19:48Speaker 2: is it common saying in the golf space, especially with
- 1:19:50Speaker 2: golf betting. So I like that call going back to
- 1:19:53Speaker 2: him one and done. What do we got for this
- 1:19:55Speaker 2: week and what's available for us to use? Man?
- 1:19:58Speaker 4: I thought I thought there was a I thought there
- 1:20:01Speaker 4: was a time last week where we're gonna be we
- 1:20:02Speaker 4: were gonna be right back.
- 1:20:03Speaker 5: In it since we used Cam last week.
- 1:20:05Speaker 4: Uh, but then Cam kind of faded on Sunday, which
- 1:20:07Speaker 4: was very unlike him this year. Uh, we can kind
- 1:20:11Speaker 4: of do whatever we want, but I think we need
- 1:20:13Speaker 4: to be contrarian, because there are an awful lot of
- 1:20:15Speaker 4: people in really good shape now, given how consistent Cam
- 1:20:19Speaker 4: and Fitzpatrick have been, and you know a lot of
- 1:20:21Speaker 4: people have Scotty second place finishes.
- 1:20:24Speaker 5: We have Scotty, Rory.
- 1:20:26Speaker 4: Rom Bryson, Oberg, Fitzpatrick, Koepka, Morikawa. My choice, I think
- 1:20:33Speaker 4: it's Fitzpatrick is like one of the things that I
- 1:20:35Speaker 4: keep touching on and I think is a really important
- 1:20:37Speaker 4: point when you're thinking through the game theory of one
- 1:20:39Speaker 4: and done at this point is if you haven't gotten
- 1:20:43Speaker 4: a win from Fitzpatrick or Cam especially, But I'd also
- 1:20:46Speaker 4: throw Rory in there because he was popular at the Masters.
- 1:20:50Speaker 4: Their ownership the week of doesn't matter anymore. You are
- 1:20:54Speaker 4: competing with people way ahead of you who can't possibly
- 1:20:57Speaker 4: use him again. So if you're way behind, the easiest
- 1:21:00Speaker 4: way to catch up is to use guys who've already
- 1:21:02Speaker 4: won and make that previous win less important because they
- 1:21:06Speaker 4: win again. And so I Fitzpatrick, Cam, Rory. If you've
- 1:21:09Speaker 4: got any of those three guys still remaining, this is
- 1:21:12Speaker 4: a great week to use them because the purse is
- 1:21:14Speaker 4: so high. I think for that reason, Fitzpatrick is probably
- 1:21:17Speaker 4: my favorite choice here. I think he's a really good
- 1:21:18Speaker 4: fit for the course and we haven't used him yet.
- 1:21:21Speaker 3: I'm five with Fitzpatrick.
- 1:21:22Speaker 2: I was just gonna say, did we have a like
- 1:21:24Speaker 2: I remember some conversation around like do we go Cam
- 1:21:27Speaker 2: or Rory and then flip it for the following week.
- 1:21:30Speaker 3: But I think if people have, you know, like who
- 1:21:32Speaker 3: knows how it goes. But obviously those that.
- 1:21:33Speaker 2: Have Rory left over, he's in high consideration. Even with
- 1:21:36Speaker 2: the live conversation stuff where people like, oh, but it's
- 1:21:39Speaker 2: the only time people get to play live guys. I
- 1:21:40Speaker 2: don't think people really want to play Bryce in here.
- 1:21:42Speaker 2: They got the US Open for rom, they got the
- 1:21:44Speaker 2: US Open in the open. It's like, I don't know
- 1:21:46Speaker 2: how high those guys are going to be. I don't
- 1:21:48Speaker 2: think people are, you know, super high on the ones
- 1:21:50Speaker 2: that you know, don't get into all the big events
- 1:21:52Speaker 2: as often like Brooks making a nice run at Myrtle
- 1:21:55Speaker 2: last week before the crazy story of brand Stenecker getting
- 1:21:58Speaker 2: the job done, but just noting it, like isn't around
- 1:22:00Speaker 2: every week to play, So maybe some people who gravitate,
- 1:22:03Speaker 2: but not that many I think so. To me, it's
- 1:22:05Speaker 2: like Scotty gets pushed, Cam Young still gets pushed, and
- 1:22:08Speaker 2: and maybe even Rory a little bit, just for whoever
- 1:22:10Speaker 2: has him left over. But did you have any second
- 1:22:13Speaker 2: thoughts because we did, Waiver. I think last week back
- 1:22:15Speaker 2: and forth on like Young versus Rory and why we
- 1:22:18Speaker 2: went Young but out on Rory and in unfits is
- 1:22:22Speaker 2: what you're saying.
- 1:22:23Speaker 4: I mean, I just think you know this is when
- 1:22:26Speaker 4: when we play Rory, I want it to be at
- 1:22:27Speaker 4: a course where he's taking full advantage of his length,
- 1:22:30Speaker 4: and I don't think he's gonna be able to do
- 1:22:31Speaker 4: that here. Maybe I'm wrong about that, but ironically, like
- 1:22:34Speaker 4: I think Bryson is one of the best plays this
- 1:22:37Speaker 4: week as well, because I'm in full agreement with you
- 1:22:39Speaker 4: on what you just said, where even though the field
- 1:22:42Speaker 4: is very aware of the play lift guys in majors
- 1:22:45Speaker 4: because it's the only chance you get to play them strategy,
- 1:22:47Speaker 4: I don't think he's gonna be popular at all this week.
- 1:22:49Speaker 4: He was popular at the Masters, He's gonna be very
- 1:22:51Speaker 4: popular in the US Open. He'll be somewhat popular at
- 1:22:55Speaker 4: the Open Champion just because, like you know, especially if
- 1:22:58Speaker 4: he does well in one of these majors beforehand, it's
- 1:23:00Speaker 4: gonna be people's last chance to use him. They will,
- 1:23:03Speaker 4: but I don't think people are really gonna use him
- 1:23:05Speaker 4: this week. I think Ron will still be a popular pick,
- 1:23:08Speaker 4: but I don't think Bryson will because the US Open
- 1:23:11Speaker 4: narrative is just so so strong for him. So I
- 1:23:15Speaker 4: like that thought as well of just saying I might
- 1:23:17Speaker 4: get to lean into the live strategy in major championships
- 1:23:21Speaker 4: with one of the best players on live, one of
- 1:23:23Speaker 4: the two best players, and get him at pretty you know,
- 1:23:26Speaker 4: intriguing ownership. So I think that that's also very much in.
- 1:23:29Speaker 3: Play, right, I'm down to go fits. I'm in on that.
- 1:23:32Speaker 2: Probably wrap this thing up in the next five or
- 1:23:34Speaker 2: six minutes, I will say. Aaron brought up said Blickl's
- 1:23:36Speaker 2: point is a good one and probably counter intuitive. Most
- 1:23:39Speaker 2: with only one bullet will likely take less risk, which
- 1:23:42Speaker 2: gets on common build very true. And also want to
- 1:23:46Speaker 2: know this is like one of the number one mistakes.
- 1:23:48Speaker 2: I talk about it in my you know, my master
- 1:23:51Speaker 2: my modules with the Court, the my map modules that
- 1:23:53Speaker 2: I have over on DFS Mastermind, the courses that I
- 1:23:55Speaker 2: go through, everything I've talked about sort of my.
- 1:23:56Speaker 3: Whole time doing this is people.
- 1:23:59Speaker 2: The secret of satellites are part of the secret is
- 1:24:02Speaker 2: when you play satellites, you gotta play that way when
- 1:24:05Speaker 2: you get the ticket too, not tense up, don't. It's
- 1:24:07Speaker 2: like when somebody makes a bet and then gets like
- 1:24:09Speaker 2: one tenth of it and it's like, should I cash out?
- 1:24:11Speaker 2: It's why the hell did you make the bet? Like
- 1:24:13Speaker 2: you you're tensing up now for no reason. It's not over.
- 1:24:15Speaker 2: There's three full days to go and whatever. And I
- 1:24:17Speaker 2: know I'm exaggerating the numbers, but my point being when
- 1:24:20Speaker 2: you a lot of people play loose in a nine
- 1:24:23Speaker 2: dollars satellite wake up or end the day super pumplic,
- 1:24:27Speaker 2: Oh my god, I just want a five to fifty
- 1:24:29Speaker 2: five ticket, and then they go play a five fifty
- 1:24:31Speaker 2: five ticket horribly because they're like, oh, I can't play
- 1:24:34Speaker 2: like I just did the way you just won with
- 1:24:36Speaker 2: you can't play like that. Well, no, it'd be pretty risky,
- 1:24:39Speaker 2: wouldn't it.
- 1:24:40Speaker 3: No, it would not.
- 1:24:41Speaker 2: So that's how you win the actual tournament now, So
- 1:24:44Speaker 2: that that would be the way you'd want to kind
- 1:24:45Speaker 2: of keep that in check. Obviously you can make some adjustments,
- 1:24:48Speaker 2: but just from a grand scheme overview, I like to
- 1:24:50Speaker 2: talk about that's a huge mistake I see people make,
- 1:24:53Speaker 2: so it kind of goes with that too.
- 1:24:54Speaker 4: Yeah, I love your call out there on the cash
- 1:24:57Speaker 4: outs that That has to be my biggest pet peeve
- 1:25:00Speaker 4: about the betting industry is when you especially like let's
- 1:25:04Speaker 4: say it's an NFL Sunday parlay, and you include one
- 1:25:07Speaker 4: bet from the Sunday Night game, like you know with
- 1:25:11Speaker 4: one hundred percent certainty that if everything goes according to plan,
- 1:25:14Speaker 4: you're gonna have to make that decision, and you chose
- 1:25:17Speaker 4: to include the Sunday Night prop as well or the
- 1:25:20Speaker 4: Sunday Night bet, knowing that that meant that your cash
- 1:25:23Speaker 4: out offer is going to be lower than what you
- 1:25:25Speaker 4: would have made if you just didn't include it. And
- 1:25:28Speaker 4: people still include it and then take the cash out
- 1:25:31Speaker 4: so you knew you're gonna have to make that decision.
- 1:25:33Speaker 4: What the hell are you doing? But people do it
- 1:25:35Speaker 4: all the time. It drives me nuts.
- 1:25:37Speaker 2: See emotional mindset right, like they get attached to the
- 1:25:40Speaker 2: money that's not theirs yet, but it could be if
- 1:25:42Speaker 2: they just press this button. And I think there's like
- 1:25:45Speaker 2: you know again, honestly, most of them are still bad,
- 1:25:47Speaker 2: but there's like life changing decisions on some of these
- 1:25:49Speaker 2: big ones for people, Like let's say someone's rolling with
- 1:25:52Speaker 2: like thirty grand a debt. They've got a parlay to
- 1:25:54Speaker 2: win one hundred k, and this parlay is like a
- 1:25:56Speaker 2: bad cash out at thirty five grand, but they're making
- 1:25:59Speaker 2: a life decision at that point. Again, math and US
- 1:26:03Speaker 2: and numbers and most people thinking about like, yes, probably
- 1:26:05Speaker 2: you should still run it. But I at least understand
- 1:26:09Speaker 2: if it's at that level. Like I've seen people, you know,
- 1:26:11Speaker 2: so you've seen some of these biggs's like five hundred
- 1:26:13Speaker 2: grand and their cash out is for like one hundred
- 1:26:15Speaker 2: and forty grand.
- 1:26:16Speaker 3: It might be two to three year salary maybe more
- 1:26:18Speaker 3: like I don't know.
- 1:26:19Speaker 2: I'm just saying like that could be that, And it's
- 1:26:21Speaker 2: like I get, then I get there's a totally different conversation.
- 1:26:24Speaker 3: From a math perspective. It's still bad. But I always
- 1:26:27Speaker 3: say that's where.
- 1:26:28Speaker 2: Most cases, but maybe not maybe maybe other factors.
- 1:26:30Speaker 4: The criticism in this example isn't isn't of them actually
- 1:26:36Speaker 4: taking the cash out. It's of them placing or adding
- 1:26:41Speaker 4: that leg to the parlay to begin with, knowing that
- 1:26:45Speaker 4: you're gonna take the cash out, because you might be
- 1:26:47Speaker 4: taking a cash out at like twenty thousand dollars, when
- 1:26:50Speaker 4: if you just hadn't include that, hadn't included that prop,
- 1:26:53Speaker 4: you would have made twenty three thousand dollars on the parlay. Instead,
- 1:26:56Speaker 4: you cost yourself three thousand dollars because you threw that
- 1:26:59Speaker 4: into the end of the parlay without even considering if
- 1:27:02Speaker 4: I if I end up hitting every single leg except
- 1:27:05Speaker 4: for that one, am I gonna have the stone sletter ride?
- 1:27:07Speaker 4: And where I gonna want to cash out? Just think
- 1:27:10Speaker 4: about it, right, It's just that it's not that hard,
- 1:27:12Speaker 4: especially when you have been doing parlay bets for a
- 1:27:15Speaker 4: while and you know the cash out option is coming
- 1:27:18Speaker 4: and you still end up taking it.
- 1:27:19Speaker 3: That's the funniest part. Yeah, you know what's coming in,
- 1:27:21Speaker 3: but it's like that's not even brought into the original
- 1:27:23Speaker 3: thought process.
- 1:27:24Speaker 5: Right, Like, you didn't you didn't get blindsided by this.
- 1:27:26Speaker 4: You didn't you weren't surprised that the Sunday Night game
- 1:27:29Speaker 4: didn't happen earlier in the day. You know it was
- 1:27:31Speaker 4: the Sunday Night game. You know that the cash out's coming,
- 1:27:34Speaker 4: you know you're gonna take it because it's still in.
- 1:27:36Speaker 5: A life changing amount.
- 1:27:37Speaker 4: Why didn't you just not click that one to begin with,
- 1:27:40Speaker 4: and you would have made an extra six thousand dous.
- 1:27:41Speaker 2: The best part two is the reactions, and I was like,
- 1:27:43Speaker 2: oh my god, a cash out option.
- 1:27:45Speaker 3: It's like you legit knew that was coming.
- 1:27:46Speaker 2: But it's like if you're acting like you're super surprised,
- 1:27:49Speaker 2: it's just you're more surprised that you hit the other
- 1:27:51Speaker 2: legs of it and now you have a decision to
- 1:27:52Speaker 2: make and the emotions get involved.
- 1:27:54Speaker 3: But it's always fun.
- 1:27:55Speaker 2: We want to have fun with all we do, so
- 1:27:57Speaker 2: we appreciate everybody tuning in and watching this. We of
- 1:27:59Speaker 2: course have our leverage lane to go through still, Alex,
- 1:28:02Speaker 2: I'll let you go first. I'm very concerned we end
- 1:28:05Speaker 2: up similar, but I'm gonna try and like at least
- 1:28:06Speaker 2: tie a secondary part to it. But by all means,
- 1:28:10Speaker 2: I guess I will say this, even if we do
- 1:28:11Speaker 2: end up similar, the point would be this is why
- 1:28:14Speaker 2: it's fun, like doing content on major weeks together, like
- 1:28:16Speaker 2: especially with the Mayos show being involved now too, and
- 1:28:18Speaker 2: we're on the other ones.
- 1:28:19Speaker 3: You aw's gonna have all three of us on all
- 1:28:20Speaker 3: the majors, he said.
- 1:28:21Speaker 2: So it's like that's where we were seeing it so
- 1:28:24Speaker 2: clearly that day. It's like it hasn't really changed that
- 1:28:28Speaker 2: I don't see it where it's that so it's kind
- 1:28:30Speaker 2: of like it's like it just coming together now, that's
- 1:28:32Speaker 2: what's happening.
- 1:28:32Speaker 4: I mean, we literally finished that show with Pat four
- 1:28:36Speaker 4: or five days ago, and as soon as we all
- 1:28:38Speaker 4: finished recording, we said, like, did it feel like we
- 1:28:41Speaker 4: have like a really good picture of what this DFS
- 1:28:43Speaker 4: content is gonna look like? Even though like we don't
- 1:28:45Speaker 4: even have projections from any sites, we don't have ownership,
- 1:28:48Speaker 4: like we nothing, and yet it feels like we have
- 1:28:51Speaker 4: a pretty slided So yeah, and not surprised that we
- 1:28:53Speaker 4: seem to be seeing it clearly and similarly. But I'm
- 1:28:57Speaker 4: gonna try to frame our phrase my leverage lane in
- 1:29:01Speaker 4: a way that's different from what I think you're gonna say.
- 1:29:03Speaker 4: And so my leverage lane is gonna be trying to
- 1:29:07Speaker 4: find separators as high up the pricing board as I
- 1:29:11Speaker 4: can possibly find and build my lineup through them. And
- 1:29:14Speaker 4: so I'm gonna use the lineup that you had previously
- 1:29:18Speaker 4: as an example, where you talked about starting Cam Yong
- 1:29:21Speaker 4: Nikolai Hoyguard and Seawu Kim and that leaves. That leaves
- 1:29:28Speaker 4: the potential for, like let's say, Rom Fowler and Minwouly,
- 1:29:34Speaker 4: something very chalky and something that puts you in that
- 1:29:37Speaker 4: exact scenario that we were talking about trying to avoid earlier,
- 1:29:40Speaker 4: where you are forcing yourself to get that combination of
- 1:29:44Speaker 4: like you know, mid seven k guys perfectly correct, and
- 1:29:48Speaker 4: in this case you'd have all of Hoyguard, Seewu, Kim,
- 1:29:51Speaker 4: Fowler and Minwule. So you're gonna have to get that right.
- 1:29:54Speaker 4: And so like one possible pivot off of that build.
- 1:29:58Speaker 4: One way to get out of that would be to say, okay,
- 1:30:01Speaker 4: I'm gonna go Ram Straka and Thigala. So now I'm
- 1:30:05Speaker 4: going Straca and Thigala instead of min Wu and Fowler.
- 1:30:09Speaker 4: But now the problem with this type of lineup is,
- 1:30:11Speaker 4: look at the quality of your separators. Your separators are
- 1:30:13Speaker 4: now steps Straca and Sa Thigala. I've got no problem
- 1:30:16Speaker 4: with that. Those are good players, they have plenty of upside.
- 1:30:19Speaker 4: They are valid separators. But if instead of going Ram
- 1:30:23Speaker 4: Straka Thigala you go something like you're now left with
- 1:30:27Speaker 4: eighty four to sixty six for these final threes, you
- 1:30:29Speaker 4: could do something like let's say you still like Straca,
- 1:30:31Speaker 4: so you're gonna leave Straca in and now you're gonna
- 1:30:34Speaker 4: go Speak and Chris gotter up. Well, now you have
- 1:30:38Speaker 4: three separators instead of two, and instead of Straka Thagala,
- 1:30:42Speaker 4: you have Straka, Speak and gotter.
- 1:30:45Speaker 5: Up as your potential separators.
- 1:30:47Speaker 4: So the quality of player is just a lot higher,
- 1:30:50Speaker 4: your win equity is a lot higher. And these are
- 1:30:52Speaker 4: the guys that you're relying on to actually get you
- 1:30:55Speaker 4: to the top of DFS leaderboard. So this is one
- 1:30:58Speaker 4: example that you can use of the type of lineup
- 1:31:00Speaker 4: that I'm gonna build. But I'm looking at the separating
- 1:31:05Speaker 4: potential in my lineup to be from the best possible
- 1:31:09Speaker 4: players they can be. So I'm gonna explore Rory lineups,
- 1:31:11Speaker 4: Bryson lineups. Morikawa looks like a separator, Hoveland, Rose, Hitdecki Hatton,
- 1:31:18Speaker 4: even Brooks JT got her up.
- 1:31:21Speaker 5: As I just mentioned, speak.
- 1:31:22Speaker 4: Lowry like, I'm looking at this group to start there
- 1:31:25Speaker 4: and then I can fill out the rest of my
- 1:31:27Speaker 4: LINEU pretty much however I want.
- 1:31:29Speaker 2: Yeah, so it's good, we're not We're not on the
- 1:31:31Speaker 2: same and it'll be it'll be somewhat similar. But I mean,
- 1:31:33Speaker 2: I don't just want to say fade Scotty, because I'm
- 1:31:34Speaker 2: definitely fading Scotty after what we talked about, and I
- 1:31:37Speaker 2: was already in on that part of the conversation. Is
- 1:31:39Speaker 2: the builds end up to some of the It's not
- 1:31:41Speaker 2: just that though, like people get it so confused, like,
- 1:31:42Speaker 2: oh really, that's that's pretty risky.
- 1:31:44Speaker 3: It's Scotty, I get all that. It's not even about that.
- 1:31:46Speaker 3: It's for me. It's a lot of the names you
- 1:31:48Speaker 3: just mentioned.
- 1:31:49Speaker 2: I can't get multiples of them, let alone in some
- 1:31:52Speaker 2: cases even one and feel as good about it.
- 1:31:54Speaker 3: So when when you've got the quality in the nine
- 1:31:57Speaker 3: K range.
- 1:31:57Speaker 2: Of players that I still believe can come through here,
- 1:32:00Speaker 2: and then you've got the quality of the guys in
- 1:32:01Speaker 2: the eight K range, and we did X amount of builds,
- 1:32:04Speaker 2: We did tons of builds to try and look through
- 1:32:06Speaker 2: this that you just don't land on them. None of
- 1:32:08Speaker 2: the builds land on them. So that's gonna be awesome
- 1:32:10Speaker 2: for getting leverage in a portfolio. That's also gonna be
- 1:32:13Speaker 2: awesome to get leverage in a you know, doesn't matter.
- 1:32:16Speaker 2: I was talking with the two undred dollars single entry
- 1:32:17Speaker 2: on here, So I do have a mega ticket this week,
- 1:32:19Speaker 2: but I'm gonna note it just to be clear. So
- 1:32:21Speaker 2: for the tw hundred dollars Singletry one hundred KF top,
- 1:32:24Speaker 2: my thing is gonna be multiple eight K guys. And
- 1:32:27Speaker 2: the reason I'm gonna go that route, and I'll say,
- 1:32:29Speaker 2: fate Scott, he is an add on instead of this
- 1:32:30Speaker 2: starting point is because there's enough guys and just the
- 1:32:34Speaker 2: eight K range alone that it could pick up more
- 1:32:36Speaker 2: of them. There's definitely some nine K guys, but then
- 1:32:39Speaker 2: there's also builds that could be like I don't know,
- 1:32:42Speaker 2: cam Yong or Ram or fits that jump into this
- 1:32:44Speaker 2: eight K range. But all I'm saying is is that's
- 1:32:47Speaker 2: how I'm gonna look to differentiate, because we just looked
- 1:32:50Speaker 2: through all these different builds and none of them can
- 1:32:52Speaker 2: really land on that.
- 1:32:53Speaker 3: It just they don't.
- 1:32:54Speaker 2: And we gave one version that could land on it,
- 1:32:56Speaker 2: and it's with like three chalky eight K guys. So
- 1:32:58Speaker 2: there's tons of ways to get different in the AK.
- 1:33:00Speaker 2: Rangers can't lay Goddter Up, Henley Speed Lowry, Bobby mac
- 1:33:03Speaker 2: ben Griffin. Even if you don't like niem It, there's
- 1:33:06Speaker 2: Burns Sepstraka, like, there's so many options in there, and
- 1:33:10Speaker 2: I think if you're playing multiple eight K guys, you're
- 1:33:12Speaker 2: gonna just naturally be different. But I think what's most
- 1:33:14Speaker 2: interesting is that they they can lead you to so
- 1:33:18Speaker 2: many different unique build types. Even if you did end
- 1:33:21Speaker 2: up in your portfolio with a sea Wu or a
- 1:33:24Speaker 2: Hoguard or the popular option up top that we talked about,
- 1:33:27Speaker 2: there are almost none of those builds end up in
- 1:33:30Speaker 2: these three v three, four v four categories unless you
- 1:33:33Speaker 2: literally play the highest owned option at every other price
- 1:33:36Speaker 2: that fits. So just noting that perspective, I think that's
- 1:33:39Speaker 2: kind of the the key for me.
- 1:33:41Speaker 4: Yeah, I level that ours are very clearly similar. I
- 1:33:45Speaker 4: thought I thought what yours was gonna be was that
- 1:33:48Speaker 4: you were going to play some of the value chalk
- 1:33:51Speaker 4: and just not all of it. So like whether it
- 1:33:54Speaker 4: was Nikolai, whether it was Sea Wu, I thought that's
- 1:33:55Speaker 4: where you were gonna go with your leverage lane and
- 1:33:57Speaker 4: then just get different elsewhere, Which is why I didn't
- 1:33:59Speaker 4: want to explicitly say that, because like then they would
- 1:34:02Speaker 4: literally be identical. But just to just to clarify my
- 1:34:05Speaker 4: leverage lane now that you haven't said that, I am
- 1:34:08Speaker 4: probably playing some of the value chalk, probably Nikolay, maybe
- 1:34:14Speaker 4: Seewoo Kim. I would I'd be more surprised if I
- 1:34:16Speaker 4: end up not playing Nikolay than if I end up
- 1:34:19Speaker 4: not playing Seawoo just because he's another fourteen hundred dollars cheaper.
- 1:34:22Speaker 4: But it's it's similar to like one of one of
- 1:34:25Speaker 4: the leverage lanes that we often used in the NFL
- 1:34:27Speaker 4: season was quote unquote flipping the build. Like let's say
- 1:34:30Speaker 4: the field was, you know, paying up for Christian McCaffrey
- 1:34:33Speaker 4: and Jon Robinson. We'd say, well, okay, I'm gonna go
- 1:34:35Speaker 4: to the value running backs and then I'm gonna pay
- 1:34:37Speaker 4: up for a J Brown and Jamar Chase or something
- 1:34:39Speaker 4: like that. This is a similar idea where most of
- 1:34:42Speaker 4: the field is picking their favorite plays up top, either
- 1:34:45Speaker 4: Scottie builds or loading up on rom Cam, Shoftley, Fitzpatrick
- 1:34:50Speaker 4: and Oberg. What I'm saying is, I'm going to differentiate
- 1:34:53Speaker 4: up top instead, and now, instead of having to find
- 1:34:56Speaker 4: a way to get different from the field by going
- 1:34:59Speaker 4: off Nikolay guard who projects significantly better than everyone around him,
- 1:35:03Speaker 4: to you know, Keith Mitchell or Aaron Rye or saith Thigala,
- 1:35:06Speaker 4: Ricky Castillio or Ryan Gerard. Now I can just play
- 1:35:10Speaker 4: the best plays down there instead of feeling the need
- 1:35:13Speaker 4: to separate to find separators there. And the result is
- 1:35:17Speaker 4: I don't feel like I'm sacrificing a ton in terms
- 1:35:20Speaker 4: of like how good the best player is in my lineup,
- 1:35:22Speaker 4: because when you look at like Rory or Bryson, like
- 1:35:25Speaker 4: obviously those guys Colin Morikawa or even Fleetwood or Hovelin
- 1:35:30Speaker 4: and Rose, like those guys have the same ceiling the
- 1:35:32Speaker 4: guys up top half. They can absolutely contend, they can
- 1:35:35Speaker 4: absolutely win. Now, the quality of my value play is
- 1:35:38Speaker 4: significantly better, and the quality of my separator is significantly better.
- 1:35:43Speaker 4: Just so just a little bit of a clarification there
- 1:35:45Speaker 4: of what my leverage lane really is.
- 1:35:47Speaker 2: I think the NFL thing relates to most people play
- 1:35:49Speaker 2: pgadfs play NFL too, But you said it like it's
- 1:35:52Speaker 2: different because that's positional, right. If people are paying up
- 1:35:55Speaker 2: at running back, you're still getting two payoffs. You're just
- 1:35:57Speaker 2: doing it at wide receiver in golf, that's it. There's
- 1:36:00Speaker 2: two pay ups. In our example of like Ram and
- 1:36:03Speaker 2: Young that are popular, they're all the same position though
- 1:36:06Speaker 2: they're a singular golfer and a six person salary cap
- 1:36:09Speaker 2: based game lineup, et cetera. So it's like you are
- 1:36:13Speaker 2: not pivoting from the two popular running backs in Ram
- 1:36:15Speaker 2: and Young to two popular wide receivers, but you're able
- 1:36:18Speaker 2: to say, yeah, well they're gonna be twenty something percent,
- 1:36:21Speaker 2: let's call it. And I can get Morikaw with injury
- 1:36:24Speaker 2: concern and Fitzpatrick who's been winning everything lately at a
- 1:36:27Speaker 2: better course fit that I see. And I'm different, even
- 1:36:30Speaker 2: though I'm spending the same amount up top. I'm just
- 1:36:33Speaker 2: different because that's where my separators lie.
- 1:36:35Speaker 4: Yeah, it's kind of like if you know, let's say
- 1:36:38Speaker 4: there was a really cheap chuck stack and then the
- 1:36:40Speaker 4: whole field was using that cheap chalk stack and then
- 1:36:43Speaker 4: going to a really popular McCaffrey and Bjon Robinson. And
- 1:36:46Speaker 4: I'm saying, instead of going to mccafrey and Jon Robinson,
- 1:36:49Speaker 4: I'm then paying up for a contrarian Saquon Barkley and
- 1:36:52Speaker 4: Jamier Gibbs. It's like, obviously those guys can get me
- 1:36:55Speaker 4: forty points each and break the slate, and if they do,
- 1:36:59Speaker 4: I now have highest probability cheap stack. And so I'm
- 1:37:03Speaker 4: relying on like the you know, as as good of
- 1:37:06Speaker 4: the highest quality players that I possibly can who also
- 1:37:09Speaker 4: give me the potential to separate.
- 1:37:11Speaker 2: Yeah, and even in those lineups, he said earlier, like
- 1:37:13Speaker 2: in the football side of things, people can still play
- 1:37:14Speaker 2: the cheap chock tight end to make that work. I
- 1:37:16Speaker 2: still want the two payoffs. I'm just going in a
- 1:37:18Speaker 2: completely different direction. But the cheap tight end, I'm not
- 1:37:20Speaker 2: moving off of them. That's hoguard or hoyguard this week,
- 1:37:23Speaker 2: like you talk about him down low.
- 1:37:24Speaker 3: So all right, let the.
- 1:37:25Speaker 2: People know what else you got going on man, where they.
- 1:37:27Speaker 3: Can find you.
- 1:37:28Speaker 2: It is a major week. We appreciate everybody tuning in.
- 1:37:30Speaker 2: We're excited obviously, as you can tell, for this major.
- 1:37:32Speaker 2: We'll be back again next week to our regular time
- 1:37:35Speaker 2: Wednesday at ten thirty am Eastern for the what is
- 1:37:39Speaker 2: it the CJ Cup and Byron Nelson. Yeah, but this
- 1:37:41Speaker 2: is the major first. Let's get through the major first.
- 1:37:43Speaker 2: Hopefully some big weeks for people watching or for ourselves here.
- 1:37:46Speaker 2: But Alex, let the people know where they can find you.
- 1:37:47Speaker 2: What else you got going on this?
- 1:37:48Speaker 5: Yeah.
- 1:37:49Speaker 4: Last thing I want to mention this week is like,
- 1:37:50Speaker 4: this is a spectacular underdog and props week because we're
- 1:37:56Speaker 4: gonna get some hole scores, and there're gonna be some
- 1:37:58Speaker 4: holes on this golf course where like one day the
- 1:38:00Speaker 4: pin was in a really easy location and the next
- 1:38:03Speaker 4: it's perfectly guarded by the greenside bunker, or one day's
- 1:38:06Speaker 4: perfectly guarded and the next day it's in the middle
- 1:38:08Speaker 4: of the green and in a funnel spot where you're
- 1:38:10Speaker 4: gonna see some huge swings in scoring average on particular
- 1:38:13Speaker 4: holes from one day the next. And the sites that
- 1:38:16Speaker 4: are offering whole scores, like Underdog and certain sports books,
- 1:38:19Speaker 4: they're not gonna see that kind of thing coming. So
- 1:38:21Speaker 4: I'm gonna be hammering away at props all week in
- 1:38:23Speaker 4: the discord. And a reminder to everyone, you can find
- 1:38:26Speaker 4: my discord through my Twitter at alex plica Ian and
- 1:38:29Speaker 4: use promo code Leverage for ten percent off forever. So
- 1:38:32Speaker 4: it's not just ten percent for your first month, it's
- 1:38:34Speaker 4: every single time your subscription renews, you still get that
- 1:38:37Speaker 4: ten percent off.
- 1:38:38Speaker 3: Yeah, you know you should do like if you're not
- 1:38:40Speaker 3: in the discord.
- 1:38:41Speaker 2: First of all, that's what you should do watching this
- 1:38:42Speaker 2: and get an Alex's Discord. But I would say you
- 1:38:44Speaker 2: should buy a URL like go on like name cheap
- 1:38:48Speaker 2: or something whatever. You use godad somebodple use go Daddy,
- 1:38:50Speaker 2: buy like a crazy URL that you like and just
- 1:38:52Speaker 2: have it forward directly to your because then it's so
- 1:38:55Speaker 2: much easier.
- 1:38:56Speaker 3: It's like it could go there and it's like boom.
- 1:38:57Speaker 2: It'll just land on your page and people can get
- 1:39:00Speaker 2: But you could have like a sick URL that's just
- 1:39:02Speaker 2: so easy to say and use and then boom, you know,
- 1:39:05Speaker 2: I like that blixscore dot com and it just forwards
- 1:39:07Speaker 2: to your page where people go sign up.
- 1:39:08Speaker 3: It's just so much easier.
- 1:39:09Speaker 2: But yeah, man, if if you're not in Alex's discord,
- 1:39:12Speaker 2: definitely get in there. There's a ton of money to
- 1:39:13Speaker 2: be made in different ways each week if you guys
- 1:39:16Speaker 2: want to get in over at tip and Nation, we
- 1:39:17Speaker 2: are celebrating our three year anniversary is this Friday, May fifteenth,
- 1:39:21Speaker 2: but with the Major week, want to celebrate. Everybody likes
- 1:39:24Speaker 2: early gifts. A lot of places with good deals this week.
- 1:39:27Speaker 2: Most people use a major to promote their best sales
- 1:39:30Speaker 2: promotion of the year. To make money, we are giving
- 1:39:33Speaker 2: it away for free, so you can just go to
- 1:39:34Speaker 2: shipnation dot com click the banner at the top.
- 1:39:37Speaker 3: No code required.
- 1:39:38Speaker 2: You could check out all access content for the week,
- 1:39:41Speaker 2: and that gets you in for free.
- 1:39:42Speaker 3: You can cancel it anytime.
- 1:39:43Speaker 2: It's just noting that when you get in you do
- 1:39:45Speaker 2: have to set it up, but you'll be in the discord,
- 1:39:47Speaker 2: you'll have access to everything. And to Timmy Timmy Dubbs
- 1:39:51Speaker 2: question he brought up early, I'll just bring us back
- 1:39:53Speaker 2: for two seconds.
- 1:39:54Speaker 3: One thing that I'm gonna do.
- 1:39:55Speaker 2: And I know we don't have it set up for this,
- 1:39:56Speaker 2: and it's old data and all this yet, but obviously
- 1:39:58Speaker 2: the win equity will be a lot differ. Was Scott
- 1:40:00Speaker 2: he in the field and this. Everybody has different numbers,
- 1:40:02Speaker 2: but we were using our data. You would be able
- 1:40:04Speaker 2: to start to build lineups from this perspective. You're like, okay,
- 1:40:07Speaker 2: look and I'm just doing what I do. But you're like, okay,
- 1:40:08Speaker 2: last week, not results oriented, just saying like what fits Like,
- 1:40:12Speaker 2: I'm just using cheaper guys that fit lineups that you're like, okay,
- 1:40:15Speaker 2: that's kind of what I have. Now, I've got eighteen thousand,
- 1:40:19Speaker 2: two hundred left. If I put Cam Young, what does
- 1:40:21Speaker 2: that land me with it's eighty one hundred. Well, these
- 1:40:24Speaker 2: are all high win equity guys. I'm I'm just using
- 1:40:27Speaker 2: an example of what you can do. And then you said, okay,
- 1:40:29Speaker 2: I got sepstraca and speak. My process is to look
- 1:40:33Speaker 2: at the projections, like look at different factors. Okay, I
- 1:40:36Speaker 2: like step and you could do that and then you'd
- 1:40:38Speaker 2: see I've got nothing. That's my handbuild for the week,
- 1:40:40Speaker 2: and then you could compare off of that. But the
- 1:40:42Speaker 2: point being, you know a ten eight eight with three sevens,
- 1:40:45Speaker 2: you could see there is some separation, not much to
- 1:40:47Speaker 2: be honest in this one, because I kind of picked
- 1:40:49Speaker 2: the best of the best, but just noting it, you
- 1:40:50Speaker 2: would see your projection, you'd see what the ownership looks like,
- 1:40:53Speaker 2: you'd see everything. That's what you can do with the
- 1:40:55Speaker 2: Stone two point zero and that is free to check
- 1:40:58Speaker 2: out this week again.
- 1:40:59Speaker 3: Just go to the site click, you'll be in right away.
- 1:41:01Speaker 3: All right, good one is always Alex.
- 1:41:03Speaker 2: I love talking to the majors, love talking through the
- 1:41:04Speaker 2: shows in general with you. I think there's a lot
- 1:41:06Speaker 2: of good nuggets and tidbits and information that we brought
- 1:41:08Speaker 2: out there. So good luck to everybody this week. Appreciate
- 1:41:11Speaker 2: you all for watching. Make sure to hit that thumbs
- 1:41:12Speaker 2: up on the way out for Alex and for myself
- 1:41:15Speaker 2: to tagging Tambo good Luck this week. Led Ship It