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Transcript
- 0:04Speaker 1: All systems going clear your lift?
- 0:35Speaker 2: What's up? Ember one? Tyler Tamberline here aka Totag and
- 0:38Speaker 2: Tambo back for another edition of Leverage Lane here on
- 0:41Speaker 2: the Ship at Nation YouTube Station. PGA DFS edition this week,
- 0:45Speaker 2: talking all things RBC Canadian Open. You know your your
- 0:48Speaker 2: favorite Canadian here, love to chat that through. I got
- 0:50Speaker 2: my guy Alex blikel here with me as always, and
- 0:52Speaker 2: it's gonna be a fun one because this is, of
- 0:54Speaker 2: course we only just saw last year for the PGA Tour,
- 0:57Speaker 2: so we're going to talk a little bit about how
- 0:58Speaker 2: that can affect things. We've got some weather to discuss
- 1:01Speaker 2: for this week, we're going to break down the Chalk build.
- 1:03Speaker 2: What that looks like. Seems to be a couple pass
- 1:06Speaker 2: that we can go there, so definitely stick around for that,
- 1:08Speaker 2: and then of course we'll always talk about our way
- 1:10Speaker 2: and how we're going to leverage the Chalk Build, leading
- 1:13Speaker 2: to one and done conversation, betting breakdown, and then finally
- 1:16Speaker 2: we'll give you our Leverage Lane from a single entry
- 1:18Speaker 2: perspective for DFS this week. Alex, my friend, what's going on? Man?
- 1:21Speaker 2: We're moving and shake it. We got the RBC Canadian
- 1:24Speaker 2: Open and then next week, same time, same place, we'll
- 1:26Speaker 2: be back to everybody knows here for the US Open,
- 1:29Speaker 2: and then Mayo, you and myself will also be doing
- 1:31Speaker 2: a show for the US Open as well. But what's
- 1:33Speaker 2: going on, my friend? How you doing?
- 1:34Speaker 3: Yeah, it's a fun time of year right now with
- 1:37Speaker 3: the US Open coming up and still trying to get
- 1:39Speaker 3: those tickets. Came really close last night in the MLB streets,
- 1:43Speaker 3: just barely missed a big ticket for baseball and the
- 1:45Speaker 3: big ticket for the US Open. But it's been a
- 1:48Speaker 3: really good baseball run lately, so enjoying that as well
- 1:51Speaker 3: as the golf. And yeah, I think this is a
- 1:54Speaker 3: week where, like I don't know how you feel about
- 1:56Speaker 3: TVC Toronto, we can actually talk about that and the event.
- 1:59Speaker 3: But like, I think the event has really suffered. But
- 2:01Speaker 3: from a DFS perspective and just from like a solving
- 2:04Speaker 3: the puzzle perspective, trying to find an edge type of perspective,
- 2:07Speaker 3: I think it kind of works really well because now
- 2:10Speaker 3: we're playing a course that we just saw last year,
- 2:12Speaker 3: we have data on it, and yet there's also like
- 2:14Speaker 3: this big new variable this year of it's gonna be
- 2:16Speaker 3: really really windy.
- 2:18Speaker 2: Yeah, I think that's a you know, a good thing.
- 2:20Speaker 2: And we'll get to that stuff in a second. But
- 2:21Speaker 2: I definitely think from a DFS perspective. I talked about
- 2:23Speaker 2: this with Mayo. This week is like it's sometimes the
- 2:26Speaker 2: week before a major. You can definitely get a lazy week.
- 2:29Speaker 2: And like, even like the first lineup when Mayo and
- 2:31Speaker 2: I built it, he was like, man, that lineup sucks.
- 2:33Speaker 2: I was, well, that's not. Everybody thinks that that's gonna
- 2:35Speaker 2: be a pretty popular lineup or at least some uh
- 2:38Speaker 2: some range of that, and he was like, yeah, well
- 2:40Speaker 2: then it could be a good week for that perspective.
- 2:41Speaker 2: And I like weeks like this, so I'll breaking through
- 2:43Speaker 2: and go down through the puzzle will definitely be some fun.
- 2:46Speaker 2: I'll say, what's up to Jason, Timmy Doves, go collect
- 2:48Speaker 2: wins a lot rap pack. My man Rick is in
- 2:51Speaker 2: here and stat you know this. I'm you know, always
- 2:53Speaker 2: get framed for this. I am Canadian, but I'm certainly
- 2:56Speaker 2: cheering more for the US Open next week, just like
- 2:58Speaker 2: when it comes down to hockey and all the stuff
- 2:59Speaker 2: you hate on me for Like, I'm very Canadian, I
- 3:02Speaker 2: love my country, but I get excited for the American stuff.
- 3:05Speaker 2: Excited for World Cup too, by the way, and nobody
- 3:07Speaker 2: ever hears me say that ever, But I love World Cup.
- 3:09Speaker 2: I love anything where it's countries versus countries and things
- 3:12Speaker 2: like that. So Gary is in here, Hotchdog is up here.
- 3:16Speaker 2: Doesn't get to listen live often, which is awesome. And
- 3:18Speaker 2: then with you be a Canadian, you can only pick
- 3:20Speaker 2: one Canadian to win who you're rooting for. Let's go with.
- 3:25Speaker 3: Whoever he puts in his DraftKings lineup.
- 3:27Speaker 2: That's probably the answer, really, But I'm just trying to
- 3:30Speaker 2: think of like who else is down there, but I
- 3:32Speaker 2: don't know it. Probably like Nick Taylor or Yella would
- 3:35Speaker 2: be the most exciting. Pat was liking aj Ewart and
- 3:37Speaker 2: going through some of those, but I don't know. Nick
- 3:39Speaker 2: Taylor again would be cool. And I also think Yella
- 3:43Speaker 2: has been sort of just finding his way through some
- 3:45Speaker 2: of these fields, so that could be exciting as well.
- 3:47Speaker 2: But where do you want to start here? Anything from
- 3:49Speaker 2: last week you want to touch on first, and then
- 3:52Speaker 2: getting to it for this week, I will just say
- 3:53Speaker 2: from a satellite perspective, because we were talking about getting
- 3:55Speaker 2: into the event next week, the big forty four to
- 3:58Speaker 2: forty four Mega I did not get any tickets, but
- 4:00Speaker 2: there is some two forty five with I think I
- 4:03Speaker 2: don't know if it's five or ten to I think
- 4:04Speaker 2: it's five tickets, So it's a you know, it's two
- 4:06Speaker 2: or forty five dollars buy and there's a bunch of
- 4:07Speaker 2: thirty seven and seventies and thirteens and everything. So I'm
- 4:11Speaker 2: certainly glad I saved some budget for this week on
- 4:13Speaker 2: the satellites because it's going to be a big satellite
- 4:15Speaker 2: week for me.
- 4:16Speaker 3: Yeah, definitely gonna be hitting the satellites hard, and like
- 4:19Speaker 3: I said, hitting them every single day this week. They've
- 4:22Speaker 3: done a nice job finally this week of putting some
- 4:26Speaker 3: of those PGA satellites in the MLB streets. I don't
- 4:29Speaker 3: know why they're not doing that, Like all season long,
- 4:31Speaker 3: we keep having this discussion. It's really been frustrating, but
- 4:33Speaker 3: at least they're doing it this week, So give them
- 4:35Speaker 3: props when they do. And hopefully everyone out there is
- 4:39Speaker 3: playing those pretty aggressively and failing those early so that
- 4:41Speaker 3: maybe DraftKings goes, Oh boy, the people really want these contests,
- 4:45Speaker 3: maybe we should give it to them.
- 4:47Speaker 2: Maybe our people hit up the reps when we told
- 4:48Speaker 2: them last time. Because we're starting to see a little
- 4:50Speaker 2: bit more action. I'm not sure how much a you know,
- 4:54Speaker 2: JT post in versus Ryan Gerard playoff led to like
- 4:57Speaker 2: let's get some bigger tournaments out there next week, or
- 4:59Speaker 2: get some more satellites. But any final thoughts or any
- 5:02Speaker 2: anything on last week that you wanted to discuss before
- 5:04Speaker 2: we move into this week. I do think there's gonna
- 5:06Speaker 2: be I will say this, I do think there's gonna
- 5:08Speaker 2: be some recency bias, and it's based on they also
- 5:11Speaker 2: fit the course too. Probably when we get there, we'll see,
- 5:13Speaker 2: but like Wyndham Clark, Samburn's Fleetwood, Fitzpatrick, wrighton Cole, you
- 5:17Speaker 2: know there's other guys down that list. Norrin Rose, maybe
- 5:20Speaker 2: offsets and like secondary ownership, but realistically it looks like
- 5:24Speaker 2: there's gonna be a lot of those guys that just
- 5:25Speaker 2: get carried over. And that's part of my thoughts around
- 5:27Speaker 2: the Lazy Week just bringing Memorial immediately to TBC Toronto.
- 5:32Speaker 3: Yeah, I think we're definitely seeing that in the ownership.
- 5:35Speaker 3: I mean I'm looking right now at just like, Okay,
- 5:37Speaker 3: who are the guys that we have projected as the
- 5:41Speaker 3: highest stone, particularly in single entry and yeah, they were
- 5:44Speaker 3: all top ten at the Memorial and most of them
- 5:47Speaker 3: to you know, the the credit of the field. Like
- 5:51Speaker 3: most of these guys, it's not like they only played
- 5:54Speaker 3: well last week. These guys have been in form and
- 5:56Speaker 3: so it's not a surprise to see them getting so
- 5:59Speaker 3: much ownership. I wouldn't even say that it's inefficient for
- 6:02Speaker 3: these guys to get this much ownership. But it's also
- 6:04Speaker 3: like there's so much going to just a handful of
- 6:07Speaker 3: players that there are a lot of under owned guys
- 6:10Speaker 3: this week, and that's gonna be a kind of a
- 6:11Speaker 3: fun puzzle to to kind of work through.
- 6:13Speaker 2: Yeah, that's what I want to see when we get
- 6:15Speaker 2: to break it down the chalk build for this week
- 6:17Speaker 2: and what we see, I'm curious to see where you've
- 6:19Speaker 2: got the ownership at. I will say another just factor
- 6:22Speaker 2: and spoiler alerder or jumping ahead a little bit, but
- 6:24Speaker 2: have you ever seen we've done this every week almost now,
- 6:27Speaker 2: I think maybe every week, and realistically it's always been like, oh,
- 6:30Speaker 2: nobody's going to the eight k range. Nobody's going to
- 6:33Speaker 2: the eight K range. This is the first week we're
- 6:35Speaker 2: finally seeing it where like everybody is going to the
- 6:37Speaker 2: eight K range and that'll be something we break down
- 6:39Speaker 2: and we get to the chalk build or at least
- 6:41Speaker 2: versions of it, and then obviously how to leverage the
- 6:43Speaker 2: chalk build is looking at some of that stuff where
- 6:45Speaker 2: maybe the nine k is completely overlooked, your different skill
- 6:47Speaker 2: sets and things like that. So just talking about it
- 6:50Speaker 2: this week before we get to weather and getting right
- 6:52Speaker 2: into this event, what about the thought process around you know,
- 6:56Speaker 2: only seeing one year of this event and only one
- 7:00Speaker 2: class that played it, like it's this is the one
- 7:02Speaker 2: group of players that played it last season. This year's
- 7:05Speaker 2: a bit different from that perspective. There's so many factors
- 7:07Speaker 2: I'm thinking about that are going into a weather maybe
- 7:09Speaker 2: being different or things changing. But how do you sort
- 7:11Speaker 2: of view that and then how do you apply it
- 7:13Speaker 2: when it comes to dfs.
- 7:15Speaker 3: So where I'll start with this answer is, let's remember
- 7:18Speaker 3: what happened in round one at the PGA Championship at Aronomink,
- 7:22Speaker 3: where like there was there was a hugely negative signal
- 7:27Speaker 3: on distance. But when you kind of looked at the
- 7:30Speaker 3: data and you said, well, why why was distance so
- 7:33Speaker 3: ridiculously unpredictive in round one? You saw that there was
- 7:36Speaker 3: just like this random trend where the longest guys in
- 7:40Speaker 3: the field putted really poorly and the shortest guys in
- 7:42Speaker 3: the field putted really well. And obviously there's no causation there.
- 7:46Speaker 3: There's nothing that says, oh, you know what, long guys
- 7:48Speaker 3: are really going to struggle on the greens this week.
- 7:50Speaker 3: And so when you're looking at just one year's worth
- 7:53Speaker 3: of data, it's better than one roundsworth, but there is
- 7:57Speaker 3: still a really small sample where in predictive and now
- 8:00Speaker 3: you can get some just kind of random, chaotic outcomes
- 8:04Speaker 3: that point you in an incorrect direction, where you know,
- 8:08Speaker 3: maybe really good short game players just didn't putt well
- 8:13Speaker 3: or really struggled off the tee one thing or another,
- 8:15Speaker 3: right where something that that the model's telling you that
- 8:20Speaker 3: like this skill set did or did not translate into success,
- 8:25Speaker 3: wasn't actually about that skill set and it was just
- 8:27Speaker 3: about some random effect elsewhere. And so we do want
- 8:31Speaker 3: to be on the lookout for that sort of thing.
- 8:33Speaker 3: But one of the best ways to combat that is
- 8:37Speaker 3: to have an idea, an expectation for the golf course
- 8:40Speaker 3: coming in and then seeing how that aligns with your priors.
- 8:44Speaker 3: And so it's you know, it's very base in the
- 8:46Speaker 3: sense that like you're trying to kind of move what
- 8:50Speaker 3: you saw towards your initial prior and the more data
- 8:55Speaker 3: you get, the further you get from your priors, and
- 8:56Speaker 3: the and the more you can let go of those priors.
- 8:59Speaker 3: But the nice thing about TVC Toronto is we did
- 9:02Speaker 3: see the course kind of fit what my expectation for
- 9:05Speaker 3: the golf course was, which was, even though it's long,
- 9:08Speaker 3: it's not a distance golf course, it's an accuracy golf course.
- 9:11Speaker 3: The width of the fairways, I think the best way
- 9:13Speaker 3: to put it is that they're wide enough that the
- 9:17Speaker 3: accurate guys are just going to give themselves opportunity after
- 9:19Speaker 3: opportunity after opportunity to go score. And that's what we
- 9:22Speaker 3: saw play out last year. The new difficulty now, though,
- 9:26Speaker 3: as we alluded to earlier, with the wind, is like
- 9:28Speaker 3: the conditions are going to be so different this year
- 9:30Speaker 3: that I'm kind of struggling a little bit in terms
- 9:33Speaker 3: of how much do I really want to lean on
- 9:36Speaker 3: last year and how do I think the wind is
- 9:38Speaker 3: going to change things. There's definitely a lot of uncertainty
- 9:41Speaker 3: in that. I think that Well, first of all, let
- 9:44Speaker 3: me just say, like this was a unique course fit
- 9:47Speaker 3: model in the sense that distance, approach play, and around
- 9:50Speaker 3: the green play were all way down in predictive value.
- 9:53Speaker 3: Around the green play was like insanely unpredictive last year.
- 9:58Speaker 3: I think we will see more predictive value for approach
- 10:02Speaker 3: play and around the green play with the wind just
- 10:05Speaker 3: because it's gonna create harder scoring conditions. You're really gonna
- 10:08Speaker 3: have to control your golf ball on your approach shots,
- 10:10Speaker 3: things of that nature. I don't think we're gonna see
- 10:13Speaker 3: more distance signal than we saw last year. I think
- 10:15Speaker 3: it's still very much an accuracy golf course. The one
- 10:20Speaker 3: place where that could change is if the wind direction,
- 10:22Speaker 3: And this is something I still want to look into of, like, Okay,
- 10:26Speaker 3: are we getting a consistent wind direction and what does
- 10:29Speaker 3: that wind direction mean for the golf course? Is it
- 10:31Speaker 3: consistently into the wind on par five? So we're now
- 10:33Speaker 3: suddenly like only the long guys are gonna be able
- 10:35Speaker 3: to get there in two things of that nature. So
- 10:37Speaker 3: I think it would take a really like just perfect
- 10:40Speaker 3: scenario runout where day after day the wind is in
- 10:43Speaker 3: a direction and a strength where distance is just like
- 10:46Speaker 3: the perfect amount of necessary to make it a lot
- 10:50Speaker 3: more predictive than last year, but in general, wind your
- 10:53Speaker 3: conditions do not boost predicted value for distance.
- 10:56Speaker 2: Yeah, so you're gonna have a list too. That's interesting
- 10:58Speaker 2: because when you start to break it down from that perspective,
- 11:00Speaker 2: there's some guys that fit both buckets, Like surprisingly, you know,
- 11:04Speaker 2: for me just doing a quick glance is like the
- 11:07Speaker 2: you know, Bobby Max, the Brennans of the world, guys
- 11:09Speaker 2: like that, the kind of have both of those in
- 11:11Speaker 2: their bag, and you think, like, oh, just like Brandon
- 11:13Speaker 2: just bombs it out there. But it's been accuracy as well,
- 11:15Speaker 2: so maybe that's possible. But there's a lot of names
- 11:17Speaker 2: on that list when you sort by sort of driving
- 11:19Speaker 2: accuracy looking at it, of guys that aren't as popular
- 11:23Speaker 2: this week, like call them Moracao or something like that.
- 11:25Speaker 2: And we'll get to that later. Obviously, the nine day
- 11:27Speaker 2: range going Overlook, do you want me to pull in
- 11:29Speaker 2: the weather now and start there and maybe tie that
- 11:31Speaker 2: together with everything you just mentioned. That might be the
- 11:33Speaker 2: best way to bring it in. I think that'll refocus
- 11:35Speaker 2: and then set you up there. But you've got it up,
- 11:37Speaker 2: I'll let you sort of run through it here for
- 11:39Speaker 2: everybody and go through what your thoughts are.
- 11:41Speaker 3: Yeah, so I always like looking at kind of all
- 11:43Speaker 3: the models because I'm trying to create a picture of,
- 11:45Speaker 3: like what are all of the possible runouts of the weather.
- 11:47Speaker 3: And this is a week where they all kind of agree.
- 11:50Speaker 3: And one of the things you'll notice is I kind
- 11:52Speaker 3: of scroll through here, is every model is sort of
- 11:55Speaker 3: saying the same thing, which is, we're gonna get really
- 11:57Speaker 3: windy conditions. Usually really windy conditions opens the opportunity for
- 12:01Speaker 3: some pretty big wave splits. But notice that, like these
- 12:06Speaker 3: are all saying the wind is gonna be up. It's
- 12:08Speaker 3: gonna be up and consistent all day every day, where
- 12:13Speaker 3: we probably don't need to talk too much about wind splits.
- 12:17Speaker 3: I think you know, anytime you have weather this severe,
- 12:21Speaker 3: you can blindly play a wave stack and just kind
- 12:23Speaker 3: of hope it breaks in your favor. So certainly not
- 12:26Speaker 3: a posed to those wave stacks, but it just seems
- 12:29Speaker 3: pretty clear that like we are going to get these
- 12:32Speaker 3: windier difficult conditions, it's gonna be windy all day. We
- 12:35Speaker 3: can take a quick look at direction. Here we get
- 12:38Speaker 3: a western wind, a west wind, i should say, and
- 12:42Speaker 3: then another west wind, so it looks like it's going
- 12:44Speaker 3: to be pretty consistent from the west all week long,
- 12:47Speaker 3: at least according to this model. So so yeah, like,
- 12:51Speaker 3: I think it seems like every player is playing in
- 12:53Speaker 3: the exact same conditions over and over again, and it's
- 12:56Speaker 3: just about who's going to deal with those best and
- 12:59Speaker 3: and so I'm definitely a lean into wind splits this week.
- 13:02Speaker 3: But as far as it changes the course fit model, like,
- 13:05Speaker 3: I don't think it changes it much, except for we've
- 13:08Speaker 3: probably seen more approach and around the green signal than
- 13:12Speaker 3: we saw last year. But the general theme here is
- 13:15Speaker 3: still the field is not going to care enough about
- 13:18Speaker 3: accuracy in the field is going to care too much
- 13:20Speaker 3: about distance, just based on the length of the golf course.
- 13:22Speaker 3: In the width of the golf course.
- 13:24Speaker 2: Yeah, let me swap this out then and pull this
- 13:26Speaker 2: up real quick, and then I will swap over. We
- 13:29Speaker 2: can look at sort of what you're seeing as the
- 13:31Speaker 2: common or the chalk build if you will. I mentioned
- 13:34Speaker 2: it earlier, so I already hinted that it some. But
- 13:35Speaker 2: I think, like I said, the eight K range and
- 13:37Speaker 2: this is just our initials again. Last week had a
- 13:40Speaker 2: few different changes to it that we talked about. By
- 13:41Speaker 2: the way, you know, Scotty last week doing the op
- 13:45Speaker 2: like that was just we had it pegged on the show,
- 13:47Speaker 2: and then I still went against it too and brought
- 13:49Speaker 2: him way back down and then he went back up
- 13:51Speaker 2: and it kind of messed everything up. But it's just
- 13:53Speaker 2: one of those weeks where when Scotty's in there, it's
- 13:55Speaker 2: always a little bit extra tricky to figure out. It's
- 13:57Speaker 2: still turned out good overall, but the Scotty move, going
- 14:00Speaker 2: back to day one of you bring it up with
- 14:02Speaker 2: like the comminatorial ownership and then how things change and
- 14:05Speaker 2: how much like one move can matter for your entire
- 14:07Speaker 2: ownership projections. Way off on him, way off on who's
- 14:12Speaker 2: the other guy? Somebody else got steamed last week? Shoot,
- 14:16Speaker 2: there was somebody else that got really steamed last week.
- 14:18Speaker 2: There was like a bit surprising off by like five
- 14:20Speaker 2: or six percent from most places. But after that it
- 14:22Speaker 2: was kind of good up the middle, So that was nice.
- 14:24Speaker 2: But mentioned it earlier, the ak range here, whether it's
- 14:27Speaker 2: you know, Cole Taylor, Rye Fitzpatrick right, and definitely gonna
- 14:32Speaker 2: be popular. I mean, these guys are all showing up.
- 14:34Speaker 2: What are you sort of seeing coming into this one
- 14:36Speaker 2: as the chalk build If you will.
- 14:39Speaker 3: Pretty much exactly what you just mentioned. I mean, the
- 14:41Speaker 3: AK range is loaded with chalk. We've got Ryan at thirty,
- 14:45Speaker 3: Fitzpatrick Alex Fitzpatrick at twenty percent, Rye around thirty percent,
- 14:51Speaker 3: Cole near twenty five percent, Calling near twenty percent, and
- 14:55Speaker 3: then up top it does look like Tommy's kind of
- 14:57Speaker 3: gonna separate and be his own level of chuck. But
- 15:00Speaker 3: then you also have Burns and Wyndham Clark at twenty,
- 15:04Speaker 3: Fitzpatrick at sixteen, and I think the main thing that's
- 15:09Speaker 3: worth pointing out also Nikolai at like sixteen and a
- 15:12Speaker 3: half percent. But I think the biggest thing to point
- 15:15Speaker 3: out here is there's a very clear top tier of
- 15:18Speaker 3: player here where I think DraftKings really could have moved Fitzpatrick, Fleetwood,
- 15:23Speaker 3: Burns in Morikawa to upper ten k's even low eleven k's,
- 15:27Speaker 3: leaving everyone else where they're at, and it would have
- 15:30Speaker 3: been a much more interesting decision at the top, and
- 15:32Speaker 3: maybe the low nine K range would have gotten more ownership.
- 15:35Speaker 3: But right now it's just so easy to start with Tommy,
- 15:39Speaker 3: then go hammer the eight K range and you're only
- 15:43Speaker 3: gonna need like two seven K guys to do that.
- 15:46Speaker 3: You can go one six K guy and then get
- 15:48Speaker 3: a fifth eight K guy if you'd like. So, I
- 15:52Speaker 3: definitely think we're gonna see the eight K range just
- 15:55Speaker 3: loaded up on. And the interesting thing here is like
- 15:59Speaker 3: it's probably something at ninety five percent of the time
- 16:02Speaker 3: my lineup is more balanced than the average field lineup,
- 16:06Speaker 3: and this week the field lineup, the Chalk build is
- 16:10Speaker 3: a really really balanced build, and so it's gonna be
- 16:13Speaker 3: very interesting to see kind of how we end up
- 16:16Speaker 3: wanting to pivot off of it. Are we going to
- 16:18Speaker 3: studs and duds for like the first time all year
- 16:21Speaker 3: when the when the field is on a balance build,
- 16:23Speaker 3: or are we trying to find our own version of
- 16:27Speaker 3: a more balanced build where maybe we're hammering like the
- 16:29Speaker 3: low nine K range something like that. So very very
- 16:32Speaker 3: interested in talking through this with you, because at the
- 16:34Speaker 3: moment I don't have my answer yet.
- 16:37Speaker 2: Yeah, I think you you've nailed sort of the setup
- 16:39Speaker 2: of it though here, like I pick your poison, Like
- 16:41Speaker 2: some people are gonna go Putnam pot Eider feed now
- 16:44Speaker 2: whatever they end up going based on projections. I guess
- 16:46Speaker 2: my point is like this is a real nice four
- 16:48Speaker 2: to twenty right there. For the four twenty folks, I know,
- 16:51Speaker 2: go collects at sixty nine watching Noise yesterday. By the way,
- 16:54Speaker 2: six nine sixty seven was on Sunday. Six nine was
- 16:57Speaker 2: yesterday June ninth, so the dates are in line as well.
- 17:00Speaker 2: But if something like this just shows that the three
- 17:03Speaker 2: eight K guys should be pretty prevalent even in a
- 17:06Speaker 2: Fleetwood lineup. And I know, like you've talked about, this
- 17:09Speaker 2: is a ton but just to rehash it, not everybody
- 17:10Speaker 2: watches every week, like someone says, Okay, I'm gonna do this,
- 17:13Speaker 2: then I'm gonna go to like uh Alec Fitz and
- 17:17Speaker 2: then I'm gonna get Windham. Nobody will do this because
- 17:20Speaker 2: that puts a six K player in there. It's like, yeah,
- 17:22Speaker 2: your Wyndham and one guy are different, but like your
- 17:24Speaker 2: other four are so popular with everything else. Yeah, but
- 17:27Speaker 2: it's four eight k's instead of three. It's still so
- 17:30Speaker 2: mixed into what everybody else doing. Doesn't mean it can't work. Obviously,
- 17:33Speaker 2: anything can win hashtag Kevin Garnett anything as possible. People
- 17:36Speaker 2: know that one. But this is the setup of like
- 17:39Speaker 2: you know, we can find ways to get different off
- 17:42Speaker 2: of this. And I think one of the most interesting
- 17:43Speaker 2: things you said, I mean there's another quick build and
- 17:46Speaker 2: then I'll go to what you said. What you said
- 17:47Speaker 2: was like how we could maybe go stars and scrubs,
- 17:49Speaker 2: and that's kind of my thoughts. But just to note it,
- 17:52Speaker 2: what you know about PGA tor U number one, Ben James,
- 17:56Speaker 2: This guy is projecting everywhere, as you know, somewhat decent
- 18:00Speaker 2: and you know in the models and sims and things
- 18:02Speaker 2: like that when you pull them out of them, he
- 18:04Speaker 2: is popping into these things. But it kind of lands
- 18:07Speaker 2: you on the perfect you know, like if Bud Cawley
- 18:11Speaker 2: was to get in with those guys you mentioned him
- 18:12Speaker 2: right away, I think he definitely is getting it. And again,
- 18:14Speaker 2: I don't love this line up I'm saying, but I
- 18:15Speaker 2: think that people are gonna find this or some very
- 18:18Speaker 2: similar variation. Right. It's like, oh, I will I won't
- 18:21Speaker 2: play Ryan Fleetwood because they're gonna be too popular, but
- 18:25Speaker 2: I'll play the next most popular guy like Wyndham Clark,
- 18:29Speaker 2: and I'll throw in you know, Fitzpatrick, and then maybe
- 18:34Speaker 2: I can take Ben James up to seven k flat, right,
- 18:38Speaker 2: somebody whoever you want to mention there, whether it's Ecro
- 18:40Speaker 2: I think Mayo was talking about, you have to say
- 18:41Speaker 2: that he liked, there's super there's other guys that you
- 18:43Speaker 2: see how these all project very similarly, but they all
- 18:46Speaker 2: still leave two to three eight K guys and mostly
- 18:48Speaker 2: three AK guys.
- 18:50Speaker 3: Yeah, I let's talk about Ben James for a minute,
- 18:53Speaker 3: because I think he's He's like an interesting kind of
- 18:56Speaker 3: case study, not just on should we be using him
- 18:59Speaker 3: this week, but also just I think talking about him
- 19:03Speaker 3: will give people a better understanding of how a lot
- 19:06Speaker 3: of projection models work, why he's projecting well, and why
- 19:09Speaker 3: that might be a little bit misleading. The thing to
- 19:12Speaker 3: notice is the vast majority of his events where we're
- 19:16Speaker 3: still getting signal, right, Like, we don't get data from
- 19:20Speaker 3: everything he does on or in his college events, but
- 19:25Speaker 3: we are still learning about how good he is in
- 19:27Speaker 3: those college events, and we can compare how his college
- 19:31Speaker 3: performance compares to like Luke Clinton's and other really good
- 19:34Speaker 3: young guys over the last few years who then get
- 19:36Speaker 3: PG starts. But in terms of starts where he had
- 19:40Speaker 3: shot linked data, they're only three this year or three
- 19:43Speaker 3: since the start of last year. The Valero Texas opened
- 19:46Speaker 3: last year, the US opened last year, the John Deere
- 19:49Speaker 3: last year. In two of those three events, his ball
- 19:53Speaker 3: striking was phenomenal. It was neutral at the John Deere,
- 19:57Speaker 3: it was phenomenal. At the US Open, he putted really
- 19:59Speaker 3: poorly in the cut, it was phenomenal. At the Valero.
- 20:02Speaker 3: He finished thirty third putting really really poorly, like losing
- 20:05Speaker 3: almost two strokes per round. So what most of these
- 20:09Speaker 3: projection models are doing is they're saying, when I look
- 20:12Speaker 3: at a player, the skills that are going to continue
- 20:15Speaker 3: into the future are ball striking, particularly off the tee,
- 20:20Speaker 3: but then iron play as well, and putting is more
- 20:23Speaker 3: likely to change from the past into the future. So
- 20:26Speaker 3: when it sees a guy who's extreme in the sense
- 20:29Speaker 3: that like his ball striking his strength, his putting is
- 20:32Speaker 3: his weakness, it's going to give that guy a big
- 20:35Speaker 3: boost relative to like the observed strokes gained from that player.
- 20:40Speaker 3: The problem with that is it's only a three event sample,
- 20:43Speaker 3: and in those three events he only played eight rounds,
- 20:47Speaker 3: and so you're only getting eight rounds of shot linked data. Yes,
- 20:50Speaker 3: in those eight rounds, he was an outstanding ball striker
- 20:53Speaker 3: and a just like an atrocious putter. And we're talking
- 20:57Speaker 3: like a better ball striker than Rico Ho and a
- 21:00Speaker 3: worse putter than Rico Hooey, that's probably not sustainable for
- 21:05Speaker 3: Ben James over a long period of time. Maybe it is,
- 21:07Speaker 3: maybe he is like the Maybe he is Rico Hoey
- 21:10Speaker 3: on steroids Kurt Kadiyama on steroids in that way. But
- 21:14Speaker 3: chances are he's not quite as good of a ball
- 21:17Speaker 3: striker as we've seen, and he's not quite as poor
- 21:20Speaker 3: of a putter as we've seen, And so when models
- 21:22Speaker 3: are making an adjustment, they're over correcting and over regressing
- 21:27Speaker 3: the bad and not regressing the good enough. And so
- 21:30Speaker 3: I think across the industry he's probably pretty severely over projected.
- 21:34Speaker 3: That doesn't make him bad play. He still seems like
- 21:37Speaker 3: a very good, super talented young player and maybe we're
- 21:39Speaker 3: gonna see some instant success from him. But just from
- 21:42Speaker 3: like a modeling standpoint, that's that's like the mechanism of
- 21:47Speaker 3: why he would be really over projected.
- 21:49Speaker 2: People think I'm serious when it says but maybe he's
- 21:51Speaker 2: like the next Ludwig, which means you just come on
- 21:54Speaker 2: and crush and then suck on Sundays. That's what you do, right,
- 21:57Speaker 2: But I will say, going back to it, that was
- 21:59Speaker 2: a great breakdown. But Smally who by the way, shot
- 22:02Speaker 2: plus fifteen and did not make the cut. Was the
- 22:04Speaker 2: steam last week that just out of nowhere skyrocketed up
- 22:07Speaker 2: to almost like twenty percent at some point in some
- 22:09Speaker 2: tournaments even higher for like single injury and stuff. So
- 22:12Speaker 2: I think that's interesting. Bart had asked earlier, you know,
- 22:14Speaker 2: if you're building sixty lineups, could you disperse them into
- 22:17Speaker 2: three twenty max. Most certainly think that's fine if you
- 22:19Speaker 2: want a bigger you know, if you want to spread
- 22:21Speaker 2: out your portfolio. I think that's always the way that
- 22:23Speaker 2: you can go about it. If you're you know, trying
- 22:25Speaker 2: just to say, hey, I don't care which one comes through,
- 22:27Speaker 2: I just want to make sure something does. Yeah, it's
- 22:29Speaker 2: more your portfolio that you're managing from that perspective, So
- 22:34Speaker 2: let's just see.
- 22:35Speaker 3: The one thing I'll the one thing I'll say on
- 22:37Speaker 3: that real quick is my hesitance there would be it's
- 22:44Speaker 3: probably hard to find three twenty macs that are similar
- 22:48Speaker 3: in terms of, you know, in the amount that you
- 22:51Speaker 3: have to invest into each lineup, the price point to
- 22:54Speaker 3: get in for each lineup, because you don't want to
- 22:57Speaker 3: add just this like purely random aspect of did I
- 23:02Speaker 3: happen to put the right set of lineups in the
- 23:04Speaker 3: right contest, Or did my best lineup go into a
- 23:09Speaker 3: twenty five cent when my worst lineups were all in
- 23:11Speaker 3: the five dollars and now I had one awesome lineup,
- 23:15Speaker 3: but I still lost money. So typically I would say,
- 23:18Speaker 3: you want to decrease as much of the variants as possible,
- 23:20Speaker 3: since we're already playing a game that there's so much randomness,
- 23:23Speaker 3: there's so much variance, it's already a battle to decrease
- 23:27Speaker 3: that variance and to actually recognize and realize our expected value.
- 23:31Speaker 2: And so.
- 23:33Speaker 3: That's the biggest thing I'd look out for. If you
- 23:35Speaker 3: can find three contests that are similar structure, similar entry points,
- 23:39Speaker 3: and maybe one's like really big and has a high
- 23:42Speaker 3: purse or is really top heavy, and now you can say, okay,
- 23:44Speaker 3: what are my most valuable what are my highest upside,
- 23:46Speaker 3: highest risk lineups? Like that would actually work really, really well.
- 23:50Speaker 3: But if you're just putting them in three different contests
- 23:53Speaker 3: at various price points and you don't really have a
- 23:56Speaker 3: system for choosing which one goes where, then I think
- 23:58Speaker 3: it's a bad thing.
- 24:00Speaker 2: Bang, that's what I was jumping in and you did
- 24:01Speaker 2: it for me. Perfect segue. It's like we have great chemistry.
- 24:04Speaker 2: Now that's the key that people miss. And I talk
- 24:06Speaker 2: about this over i DFS Mastermind. It's a foundational piece
- 24:09Speaker 2: of what you have to start off with. If you
- 24:10Speaker 2: don't have any process for it, then yeah, to Alex's point,
- 24:14Speaker 2: it's just you're just like ramping up variants for no reason,
- 24:16Speaker 2: and you could land in this type of position like
- 24:19Speaker 2: go collect says, imagine shipping the twenty five cent when
- 24:21Speaker 2: you could have won six k in this first off
- 24:24Speaker 2: I'll say setting it up. We had this conversation a
- 24:27Speaker 2: couple weeks ago with like the one hundred dollars, the
- 24:29Speaker 2: two hundred dollar, and the two hundred dollars. There's a
- 24:31Speaker 2: different Those are more of this type of conversation. I
- 24:33Speaker 2: know we're talking here twenty max and that's single entry,
- 24:35Speaker 2: but the concept of like the one hundred dollars only
- 24:38Speaker 2: five hundred people, the two hundred dollars only two hundred
- 24:40Speaker 2: and seventy seven people, the other two hundred dollar is
- 24:42Speaker 2: thirteen hundred people. You could and should have a process
- 24:46Speaker 2: for that if you were doing this taking this seriously,
- 24:49Speaker 2: because like you're a two seventy seven field is much
- 24:51Speaker 2: different than a thirteen hundred person field and you can
- 24:53Speaker 2: figure it out. I've got great friends that play at
- 24:56Speaker 2: the highest levels and on Sundays during NFL, this is
- 24:59Speaker 2: the best time because tow Stad's point, you can't say
- 25:02Speaker 2: I'm worth winning, first of all, by the way, because
- 25:04Speaker 2: your money is different than somebody else's money. Somebody else
- 25:06Speaker 2: winning one hundred dollars off of seventy five cents or whatever.
- 25:08Speaker 2: The the you know the amount is the seventy high
- 25:10Speaker 2: scent tournament or the fifty cent. That's still massive, right,
- 25:13Speaker 2: it's one hundred into a thousand. It's a thousand and
- 25:14Speaker 2: a ten thousand to each their own. And I know
- 25:16Speaker 2: you said, not entry shaming, just noting it. You don't
- 25:19Speaker 2: get to decide what's worth winning for somebody. But his
- 25:23Speaker 2: point is that in golf it is tricky to find
- 25:25Speaker 2: these fields, to Bart's point earlier. So that's why I
- 25:27Speaker 2: went to the single entry example. But in NFL, I
- 25:29Speaker 2: have really good friends that do this every week. And
- 25:31Speaker 2: I was in I can't remember where which one it
- 25:34Speaker 2: was one of the King of the Beaches I was at,
- 25:36Speaker 2: and he he played the nine dollars slant, he played
- 25:41Speaker 2: the forty dollars, won fifty max. Maybe it was like
- 25:44Speaker 2: a one twenty max or somebody. It's the one that's
- 25:46Speaker 2: like super balanced structure, like every min cash is awesome
- 25:50Speaker 2: because it's still can boost it. And then he played
- 25:52Speaker 2: the twenty dollars milli maker. He won the nine dollars
- 25:57Speaker 2: slang or sorry, he won the forty dollars for like
- 26:00Speaker 2: with a lineup that would have won the twenty dollars
- 26:03Speaker 2: million maker, and he was not shook at all. It
- 26:06Speaker 2: literally couldn't have been. There was no possibility that lineup
- 26:09Speaker 2: set ends up in the twenty dollars million maker because
- 26:12Speaker 2: the twenty dollars million maker has two hundred thousand plus
- 26:14Speaker 2: people and the forty dollars had like fifteen thousand people
- 26:18Speaker 2: or or maybe even less. Honestly, it might have been
- 26:20Speaker 2: like eight thousand or something. But the point was that's
- 26:23Speaker 2: more advanced. But for most people playing to your point
- 26:26Speaker 2: is like you would have to look out for that
- 26:27Speaker 2: stuff and think about it differently. That's why I brought
- 26:30Speaker 2: up the single entry example and bounced around a little bit,
- 26:32Speaker 2: because that one most people that are playing five hundred
- 26:36Speaker 2: bucks and just want to play three single entries. Any
- 26:38Speaker 2: of those scores back to Stat's point, are going to
- 26:42Speaker 2: be worth winning, so well, it would suck to win.
- 26:45Speaker 2: Like again we'll say would suck. It's probably or most
- 26:48Speaker 2: likely somebody who has never even won one thousand dollars
- 26:51Speaker 2: winning five grand instead of thirty. Yeah, not as ideal,
- 26:55Speaker 2: like you know it's six times last, but five grand
- 26:58Speaker 2: pretty big score. Ox the races, feeling good, finally found
- 27:02Speaker 2: success could have won you more elsewhere, but it's how
- 27:04Speaker 2: you played it and you got to move on. So
- 27:06Speaker 2: I think that's a good topic of just like thinking
- 27:08Speaker 2: through it, you know, getting a foundation understanding that stuff,
- 27:11Speaker 2: and then and you never you never land in that spot.
- 27:14Speaker 2: And we could go on for days, Alex. But I mean,
- 27:15Speaker 2: I'm sure you think about this yourself, even playing when
- 27:18Speaker 2: you know, typically playing single lineup in NFL. As an example,
- 27:22Speaker 2: late swap don't late swap, just a late swap like
- 27:25Speaker 2: you have to kind of late. Everyone knows it's a possibility,
- 27:28Speaker 2: but it's like, why am I late swapping? What is
- 27:30Speaker 2: my process? And because what you don't want to do
- 27:33Speaker 2: is late swap today just because you feel I got
- 27:35Speaker 2: a feeling, and then next time it's like, well I
- 27:37Speaker 2: late swap because of projection, Well I late swap because
- 27:40Speaker 2: of risk or like, if you don't have a process
- 27:43Speaker 2: for it, it's probably just a good idea just to
- 27:45Speaker 2: leave it alone. Right, that's my thoughts. Anything you want
- 27:47Speaker 2: to add to any of that stuff, I just I
- 27:48Speaker 2: want to chime in on all that.
- 27:50Speaker 3: Yeah, I think I think I agree with all of that.
- 27:52Speaker 3: And the other thing I'd say is, I think there
- 27:55Speaker 3: are two ways that you can do this. Like the
- 27:56Speaker 3: first is you can build your lineups first and then say, okay,
- 28:00Speaker 3: which lineup fits in which contest or which lineup set
- 28:05Speaker 3: fits in which contests. And then you can also say, okay,
- 28:08Speaker 3: I've got these contests that I'm already in. Now i'm
- 28:12Speaker 3: gonna go build this one, and now i'm gonna go
- 28:13Speaker 3: build that one. And now i'm gonna go build that one.
- 28:15Speaker 3: And so you can do it either way, and that's
- 28:17Speaker 3: probably a personal preference thing. I think like optimally you
- 28:20Speaker 3: would do it the latter way, where you are you're
- 28:23Speaker 3: going one contest at a time and building specifically for
- 28:26Speaker 3: that contest. But I don't think you're gonna lose a
- 28:29Speaker 3: whole lot of you know, expect to value in things
- 28:32Speaker 3: of that nature if you are doing it the opposite way,
- 28:34Speaker 3: and you're building the lineups that you like first and
- 28:36Speaker 3: then figuring out which ones they best fit into.
- 28:38Speaker 2: Yeah, love that call, man, we can we can happily
- 28:40Speaker 2: move on here. Now, where do you want to go next?
- 28:43Speaker 2: I mean, like, looking at the Chalk Build, I think again,
- 28:45Speaker 2: we've talked about it enough weeks now, but just to
- 28:46Speaker 2: say it again one more time is like, to me,
- 28:48Speaker 2: it's not about the select plays within it, Like I
- 28:51Speaker 2: love that you broke down, still got him up there
- 28:53Speaker 2: Benjamin James, and obviously he fits into that one version
- 28:56Speaker 2: of it, but just noting it. The overall build construck
- 29:00Speaker 2: is you know, two to three eight K guys, and honestly,
- 29:03Speaker 2: if it could get further in some it could get
- 29:06Speaker 2: you know, down from three to two and some. But
- 29:08Speaker 2: I see two eight k guys in most lineups here,
- 29:10Speaker 2: which makes it pretty intriguing for the next segment, which
- 29:13Speaker 2: would be sort of how to leverage that? So do
- 29:15Speaker 2: you have anything else you want to add on the
- 29:16Speaker 2: Chalk Build? If not, let's start talking about how we
- 29:18Speaker 2: can leverage this baby up.
- 29:20Speaker 3: Yeah, I would definitely say that Benjamin James is probably
- 29:22Speaker 3: not in the Chalk build, So let's go. Let's start
- 29:26Speaker 3: I think we actually want to start in the eight
- 29:28Speaker 3: K range or with Tommy, but I like I would
- 29:31Speaker 3: throw in writing and writing Ryan Cole to start. I
- 29:35Speaker 3: think that's how most people are going to start or
- 29:38Speaker 3: something like that.
- 29:39Speaker 2: It is the starting point with even Tommy in there,
- 29:41Speaker 2: because again it could be someone else. But my point
- 29:43Speaker 2: is more like the Tommy version because of projections, actually
- 29:48Speaker 2: does want to put Ben James in there, because you
- 29:50Speaker 2: can just put Collie and then land on Ben James.
- 29:52Speaker 2: It's a projection thing, like you explained perfectly. It's what
- 29:55Speaker 2: I'm saying, though, is I don't think enough people know
- 29:57Speaker 2: that or do it. By the way, there's gonna tons
- 29:59Speaker 2: of people out there are like, oh, Ben James is
- 30:01Speaker 2: gonna be chalk too, Yeah, like four percent like who
- 30:04Speaker 2: knows what he actually gets to and something stuff. But
- 30:06Speaker 2: again like ninety five percent of the people don't even
- 30:08Speaker 2: know who I'm talking about or who else was just
- 30:10Speaker 2: talking about right now. So my point being though, for
- 30:12Speaker 2: the standard handbuilders, which is what I'm using here over
- 30:15Speaker 2: on the Stone two point zerot ship a nation, it's
- 30:17Speaker 2: like you have very clearly right here, seventy three hundred
- 30:21Speaker 2: per player left. Yes, I get Collees popular but like,
- 30:25Speaker 2: who else do you have in that mid range? Is
- 30:26Speaker 2: it gonna be like Putnam fenw Like who were you
- 30:29Speaker 2: seeing Tom Kim? What are some of the names down
- 30:32Speaker 2: here that you were seeing getting getting ownership?
- 30:34Speaker 3: Yeah, I think Final Yellow, Miraju Grazerman, Putnam, Bosho, Tom Kim,
- 30:41Speaker 3: maybe some with Homa Suber. But like as you kind
- 30:45Speaker 3: of just alluded to, we're not talking about, oh, these
- 30:47Speaker 3: guys have a chance to be twenty percent. It's like,
- 30:49Speaker 3: these are the guys who have a chance to even
- 30:51Speaker 3: get to ten percent, and they it's like it absolutely
- 30:55Speaker 3: will not be the case that they all do. Maybe
- 30:58Speaker 3: two of these guys get to ten, maybe one of
- 31:00Speaker 3: them gets to fifteen to twenty, and that makes the
- 31:02Speaker 3: others five or six something like that, And so uh there,
- 31:05Speaker 3: there's definitely not gonna be a lot of ownership down
- 31:07Speaker 3: here because you just don't have to go down here
- 31:10Speaker 3: very often. And when you do, like if if basically
- 31:13Speaker 3: if every single person in the field we're choosing between
- 31:18Speaker 3: like the seven to seven point four k range once
- 31:22Speaker 3: or twice in their lineups, you'd still see very spread
- 31:25Speaker 3: out ownership down here because there are so many guys
- 31:28Speaker 3: and there aren't any who really stand out as the
- 31:30Speaker 3: best plays, and so it's like these guys just don't
- 31:33Speaker 3: really have a chance to get a ton of ownership.
- 31:35Speaker 3: I mean, just look at the number of players in
- 31:38Speaker 3: the eight K range. Let's see one, two, three, four, five, six, seven, eight, nine, ten, eleven.
- 31:44Speaker 3: There are eleven guys in the eight K range. There are,
- 31:47Speaker 3: like I'm just doing some quick math, at the time,
- 31:49Speaker 3: I had like forty three, forty four guys in the
- 31:52Speaker 3: seven K range. Like that's a massive discrepancy. And so
- 31:56Speaker 3: that's a big reason why the eight K ownership is
- 31:59Speaker 3: kind of concentrating so much more than the seven candership,
- 32:02Speaker 3: simply because like Jefkins didn't allow a single player to
- 32:06Speaker 3: be overlapped in price until eight thousand dollars, and then
- 32:10Speaker 3: they have so many guys at seven point five, seven
- 32:12Speaker 3: point four, seven point thirty seven point two. So, uh,
- 32:16Speaker 3: it's it's just a sheer volume thing, honestly.
- 32:18Speaker 2: Yeah, I couldn't find it from last week I was
- 32:20Speaker 2: looking for while you were talking about it, because it's
- 32:21Speaker 2: gonna you know, everything you said lined up for this one,
- 32:24Speaker 2: but one thing I'm gonna just go back to again.
- 32:26Speaker 2: I feel like I have a good read on it.
- 32:28Speaker 2: We'll see when numbers come out like in the finale. Obviously, Scotty,
- 32:31Speaker 2: I mean our our stuff. I know Fleetwood's gonna go
- 32:34Speaker 2: up and whatnot, But just in general the nine K range,
- 32:38Speaker 2: I just outside of like Man, I don't want to
- 32:42Speaker 2: just go to a rest of here, but outside of
- 32:44Speaker 2: like Windam, I just don't know how these guys get
- 32:48Speaker 2: They'll get something, yes, they'll be like ten percent, but
- 32:50Speaker 2: there's a massive difference. Again, like I said it last week,
- 32:52Speaker 2: but if you've got Bobby Mack actually comes in at
- 32:55Speaker 2: ten percent, and then you've got Fleetwood at thirty, like,
- 32:59Speaker 2: that's a massive dy diference. Oh he's double digits though
- 33:01Speaker 2: he is. He does happen to have a one on
- 33:03Speaker 2: a zero in front of his name, which is factually
- 33:05Speaker 2: double digits. But that is not the same as a
- 33:08Speaker 2: three and a zero in front of your name in Fleetwood.
- 33:10Speaker 2: I mean that is still massive leverage in builds there,
- 33:13Speaker 2: not just from the you know, picks and plays perspective,
- 33:16Speaker 2: but of like how the rest of the build could
- 33:18Speaker 2: shake out and all of that. So I definitely got
- 33:20Speaker 2: to think about this. But I can see Windham like
- 33:24Speaker 2: even the other one. You said it earlier, and I
- 33:26Speaker 2: don't know if I fully believe this either, but like,
- 33:28Speaker 2: how does Nico go to ninety one hundred? We know
- 33:32Speaker 2: how he does? I mean you particularly, and then me
- 33:34Speaker 2: being beside you here. We've talked about it all season,
- 33:36Speaker 2: Like you your statement at the PGA Championship was, well,
- 33:39Speaker 2: they've got a sixty eight hundred dollars guy that should
- 33:41Speaker 2: be eight thousand plus. So there's the first issue. But
- 33:45Speaker 2: he makes sense, like to me, and what you're gonna
- 33:48Speaker 2: probably say is like, that's we know why he's ninety
- 33:49Speaker 2: one hundred. But I don't think the clickers out there
- 33:52Speaker 2: want to be clicking ninety one hundred dollars Nico. When
- 33:56Speaker 2: you can go to writing, you can go to Fitzpatrick,
- 33:59Speaker 2: you could even go to Norin, you could go above
- 34:01Speaker 2: the Rose, Bobby Mack, Wyndham Clark, and then all of
- 34:04Speaker 2: the ten k guys. I just don't know how these
- 34:06Speaker 2: ten k guys or these nine k guys can actually
- 34:08Speaker 2: get clicked.
- 34:09Speaker 3: I want to put in a formal request. I want
- 34:12Speaker 3: Nikolai Hoygard to be Nikolai and Nico to exclusively refer
- 34:17Speaker 3: to Nico at your area.
- 34:19Speaker 2: Yeah, I'm good with that. I'm good with that, thank you.
- 34:21Speaker 2: Just it's the first thing that came to mind and
- 34:22Speaker 2: saw I believe it was in the chat there earlier
- 34:24Speaker 2: somebody said it. So I'm kind of stuck, but you
- 34:26Speaker 2: are one hundred percent correct, and I'm all about that game.
- 34:28Speaker 2: So I love that call. Thank you for that. It's
- 34:30Speaker 2: a good co host here, Yea. What do you think
- 34:32Speaker 2: though on his ownership?
- 34:34Speaker 3: Yeah, I think he's he's in a range where like
- 34:38Speaker 3: it should be capped because anyone who likes Nikolai this week,
- 34:43Speaker 3: like what is pointing you to him?
- 34:45Speaker 2: Now?
- 34:46Speaker 3: It could be part of a distance stack. And so
- 34:48Speaker 3: if if there's a distance stack, it's it's harder to
- 34:50Speaker 3: find that in the eight k range, at least among
- 34:53Speaker 3: the chalk. Like you're not gonna go to Cole, You're
- 34:56Speaker 3: not gonna go to Rye, You're not gonna go to
- 34:57Speaker 3: Alex Fitzpatrick. But you still can't go to Righte. You
- 35:00Speaker 3: can go to Brennan instead, you can, so you like
- 35:02Speaker 3: right you can pivot there. You're not going to go
- 35:04Speaker 3: to Callie, so you're going to land on different names.
- 35:07Speaker 3: But in a distance stack, like you can still get Nikolai.
- 35:11Speaker 3: You can still get Wyndham Clark, things of the nature,
- 35:13Speaker 3: so you can still play a lot of guys who
- 35:15Speaker 3: are in form. But the other reason to land on
- 35:17Speaker 3: Nikolay is because you're just playing guys who are playing
- 35:20Speaker 3: really well this season. I know he hasn't played it
- 35:22Speaker 3: as well in the last few weeks, but so it's
- 35:26Speaker 3: gonna be hard I think for most people though, to
- 35:28Speaker 3: click Nikolai when you can go down a little bit
- 35:32Speaker 3: and get right and Fitzpatrick, Rye cole Cally, or you
- 35:36Speaker 3: can go up just a little and get Wyndham, who's
- 35:40Speaker 3: like the one of the hottest players on tour. You
- 35:41Speaker 3: can go to Tommy, who's the best player in this field.
- 35:44Speaker 3: You can go to Burns who's playing really well. It's
- 35:47Speaker 3: just that nikola is kind of in a no man's land,
- 35:49Speaker 3: so I think that is going to keep his ownership
- 35:52Speaker 3: in check. Fifteen, sixteen, seventeen percent something like that. I'd
- 35:55Speaker 3: be very surprised if he got to twenty five. But
- 35:57Speaker 3: I'd also be really surprised if he was ten percent.
- 36:00Speaker 2: Yeah, that's what I want to see. So that's why
- 36:02Speaker 2: I feel like the twelve number might be correct because
- 36:04Speaker 2: enough people get to it, like there is this super
- 36:06Speaker 2: chalk veil that I wouldn't be playing myself, but just
- 36:08Speaker 2: noting it because I don't mind. I'll throw it up there.
- 36:10Speaker 2: But it's like you still have what you said earlier.
- 36:13Speaker 2: You've got the right and the cole the rye put
- 36:16Speaker 2: Kali because we know he's kind of popping in the
- 36:18Speaker 2: seven k's and oh look at me, I'm different. I
- 36:20Speaker 2: got Nikolai and I got Nick Taylor. It's like that's
- 36:23Speaker 2: not very true. So there's that, but then there's like
- 36:26Speaker 2: alternate universe of that. To your point, Oh, I'm gonna
- 36:29Speaker 2: get sneaky, I'm gonna fade the ten K range. I'm
- 36:32Speaker 2: going with this, okay, plug in you know whoever Putnam
- 36:36Speaker 2: or Poteid or Fena or Yohoma or whoever here, like,
- 36:40Speaker 2: no matter what, the nine K range just doesn't get.
- 36:44Speaker 2: The eight K range doesn't ever go outside of two
- 36:46Speaker 2: and every bill we've looked at, the nine K range
- 36:49Speaker 2: doesn't go more than one pretty much in any build
- 36:52Speaker 2: we've looked at. So I mean, I think we're moving on,
- 36:55Speaker 2: but I do want to talk about it because, like
- 36:57Speaker 2: we said earlier, there is some interesting stuff if you
- 36:59Speaker 2: went with just like the driving accuracy stuff. You could
- 37:02Speaker 2: have like a more cowa Bobby Mack lineup, and you
- 37:06Speaker 2: know that is already a couple things, and everyone knows
- 37:08Speaker 2: this is one people confuse like, oh, you're just clicking
- 37:10Speaker 2: the most look again initial ownerships. But I can't imagine
- 37:13Speaker 2: either of these guys get super popular, but you're just
- 37:15Speaker 2: clicking them to be different. It's like, no, there's a
- 37:17Speaker 2: couple things about it. We're looking now at a certain
- 37:20Speaker 2: roster construction. We're looking at a skill stack. We're looking
- 37:23Speaker 2: at how this actually fits the players around them. Like
- 37:26Speaker 2: Sam Burns could be three X call him more Cow.
- 37:29Speaker 2: I think it was our guy Monday Dynamo, speaking of
- 37:31Speaker 2: the the ownership, said more Cow and I late swap
- 37:35Speaker 2: him out of this turnt late swap himself. We just
- 37:37Speaker 2: saw him come back. I think it's like I think
- 37:39Speaker 2: Mayo was saying yes, or maybe he finally had the
- 37:41Speaker 2: kid or I don't know if we got confirmation of
- 37:42Speaker 2: that or whatever. But the point being, you could find
- 37:45Speaker 2: guys to fit in this after this, and you don't
- 37:47Speaker 2: even have to go in the eight K range. You
- 37:49Speaker 2: could go like one eight K guy and drop down
- 37:51Speaker 2: you could add another. What if you do windom and
- 37:54Speaker 2: you use wyndom to slice it. You slice a nice
- 37:56Speaker 2: windom by going one above and one just slightly below. Oh,
- 38:00Speaker 2: now you still have seven thousand if you don't do
- 38:02Speaker 2: wind them. Maybe this is where a rose with seventy
- 38:06Speaker 2: one hundred comes in or back to Nikolai, like you
- 38:09Speaker 2: talked about, now you got seventy two hundred. We named
- 38:11Speaker 2: like five to six guys down there that you could
- 38:13Speaker 2: easily go with, and they would all fit this build
- 38:15Speaker 2: three nine's, three sevens and the seven K in a
- 38:18Speaker 2: different range than most people are landing. You're not just
- 38:21Speaker 2: landing on seventy four hundred or seventy eight hundred. You
- 38:24Speaker 2: can't even you're unlikely you can, but you're unlikely to
- 38:27Speaker 2: get to Bud Cawley in this So what are your
- 38:30Speaker 2: thoughts on something like a two or three nine K lineup?
- 38:33Speaker 3: I like it. It actually kind of gets right to
- 38:37Speaker 3: a question that I was going to ask you, what
- 38:40Speaker 3: are your thoughts on on Hoveland? Because I think number one,
- 38:45Speaker 3: like you can you can group Hoveland and Marikawa together
- 38:49Speaker 3: in the sense that, like, these are two guys who
- 38:51Speaker 3: are historically absolutely elite players with their irons, they're elite
- 38:56Speaker 3: with their accuracy off the tee. Hoveland's form hasn't been
- 38:58Speaker 3: as good, so you can toss that out there. But
- 39:00Speaker 3: at least with like Morikawa, we know he hasn't played
- 39:03Speaker 3: since the PGA Championship because he was expecting a baby
- 39:06Speaker 3: last week, and I assume he had it because otherwise
- 39:08Speaker 3: why is he here this week. So there's that we assume.
- 39:12Speaker 2: And we assume Kat had it, but you know, his wife,
- 39:14Speaker 2: but yeah, definitely most likely they had it. Yeah it
- 39:17Speaker 2: got you got it.
- 39:19Speaker 3: Hoveland is weird because why in the world did he
- 39:23Speaker 3: skip the Memorial to play.
- 39:25Speaker 2: In Canada That I have no idea, but I was
- 39:28Speaker 2: supposedly like I can't imagine there was a world where
- 39:31Speaker 2: he wanted that to be the outcome. It feels like
- 39:33Speaker 2: again and we all don't be where the injured golfer.
- 39:35Speaker 2: I'm not saying that, but the back spasm, you know,
- 39:38Speaker 2: piece that was out there, and then on top of it,
- 39:39Speaker 2: it's like that would not be intentional in my opinion.
- 39:42Speaker 2: It's like, hey would love to play Memorial and win
- 39:45Speaker 2: Jack's Tournament, not gonna be ready, gonna try and see
- 39:48Speaker 2: what it's like going into getting prepared for the Major.
- 39:52Speaker 2: The week after, I just got to see if I
- 39:54Speaker 2: got it or not. But that's just my thoughts.
- 39:56Speaker 3: Yeah, man, Matt's kind of that's kind of where I
- 39:59Speaker 3: am too. Is like it can't it seemingly can't say
- 40:04Speaker 3: something good about where he's at physically right because either
- 40:09Speaker 3: either it's like you said, he wasn't ready last week,
- 40:11Speaker 3: now he feels ready, or it's he still isn't ready,
- 40:15Speaker 3: but he feels like he needs just to get some
- 40:17Speaker 3: kind of reps in before the US Open. But to me,
- 40:20Speaker 3: that's confusing. It's like, if I if I was really
- 40:24Speaker 3: unsure about how physically ready I am, and I want
- 40:27Speaker 3: to make sure that I can play the US Open,
- 40:29Speaker 3: that I'm as prepared as possible. If I wasn't healthy
- 40:33Speaker 3: enough to tee it up at Jack's place last week,
- 40:35Speaker 3: there's no chance I'm flying to Canada to go try
- 40:40Speaker 3: to play there instead of staying at home, getting whatever
- 40:45Speaker 3: practice I can in at home and making sure that
- 40:48Speaker 3: I'm doing everything I possibly can to stay as healthy
- 40:50Speaker 3: as I possibly can for next week. It's just it's
- 40:53Speaker 3: really odd to me, and like the numbers aren't telling
- 40:56Speaker 3: me he's one of the absolute best plays of the
- 40:59Speaker 3: week that he's a good fit for the course. He's
- 41:01Speaker 3: a good wind player, and he's going to be extremely
- 41:05Speaker 3: under owned, at least relative to his like general talent level.
- 41:10Speaker 3: And he also kind of fits the the like, Hey,
- 41:13Speaker 3: we can pivot off of the chalk build by loading
- 41:16Speaker 3: up on this low nine K range. I do really
- 41:18Speaker 3: like Rose. You've kind of mentioned Bobby mack a bunch already.
- 41:21Speaker 3: I think you can also throw Brooks Kopka into that.
- 41:24Speaker 3: I like Shane Lowry. He's a win specialist. So like,
- 41:27Speaker 3: this is a range that I'm really interested in. Everything
- 41:30Speaker 3: about this play is like this is an Alex Blickel special.
- 41:33Speaker 3: But I don't think I can click him this week
- 41:35Speaker 3: just because I have no confidence whatsoever in how he's
- 41:39Speaker 3: doing physically.
- 41:40Speaker 2: That's right, and that's the this is the hard part.
- 41:42Speaker 2: It's like, if you didn't have any validation after all
- 41:44Speaker 2: the good points that you made, it's like you did
- 41:47Speaker 2: right that that's where it would be that would have
- 41:49Speaker 2: more merit to me. But you're like, Okay, I really
- 41:51Speaker 2: I could get behind Rose. I could get behind McIntyre.
- 41:54Speaker 2: I could get you know, we talked about Nikolai, we
- 41:56Speaker 2: talked about you. I mean, you just mentioned Brooks Kapta.
- 41:58Speaker 2: These guys just aren't getting played either, and to me,
- 42:00Speaker 2: at least would have a little bit more. You know,
- 42:03Speaker 2: it's not about just like safety. It's like I actually
- 42:05Speaker 2: think it's like the potential for the floor ceiling is there.
- 42:08Speaker 2: Vic has shown us like nothing and now everything you
- 42:11Speaker 2: just said, at least with these guys, we've seen signs
- 42:14Speaker 2: and it wouldn't shock me if a Justin Rose or
- 42:16Speaker 2: a Bobby Mack, and it wouldn't shock anybody for that matter.
- 42:19Speaker 2: We're in the mix and getting the job done. So
- 42:21Speaker 2: you can still go with like the same theme but
- 42:24Speaker 2: end up on something like this like Mari Kawa, Rose,
- 42:27Speaker 2: Bobby Mack, and these are guys that could you know,
- 42:30Speaker 2: find fair ways, grind it out, make some putts things
- 42:34Speaker 2: like that. If that happens, I mean, you're not landing
- 42:36Speaker 2: in a zone that anybody is landing in. Yet all
- 42:39Speaker 2: these plays down here still have a ton of projection value,
- 42:44Speaker 2: right Like, I'm sure there's tons of guys within this
- 42:46Speaker 2: the screen that you're seeing right now that you could say, Okay,
- 42:49Speaker 2: some of these guys would definitely fit what we're building
- 42:52Speaker 2: out here. And there's just no way because even when
- 42:54Speaker 2: these numbers are just some You're gonna have three guys
- 42:57Speaker 2: under ten percent. There's a chance that at least one,
- 43:00Speaker 2: if not two. Again, it's a chance maybe they're the
- 43:03Speaker 2: ten to twelve range, But I'm just saying there's there's
- 43:05Speaker 2: a high likelihood that I'll say it this way, that
- 43:07Speaker 2: all three of those guys on the screen on the
- 43:09Speaker 2: on the build are under fifteen percent, and there's a
- 43:12Speaker 2: chance a couple of them are even under ten slightly.
- 43:14Speaker 2: So to me, it's not like too crazy or too wild.
- 43:18Speaker 2: You're still building it accordingly. It's an upside construction. It
- 43:21Speaker 2: makes sense for the course, like all those factors. I
- 43:23Speaker 2: don't know if you have anything else you want to
- 43:24Speaker 2: add on that one, but that was just the first
- 43:26Speaker 2: thought that I had of like a way that you
- 43:27Speaker 2: could go, and that's that's not what my lane is.
- 43:29Speaker 2: But I definitely will have lineups like that and even
- 43:32Speaker 2: some mains and stuff that I throw out there, because
- 43:33Speaker 2: I think that's a definite way to find something that's
- 43:36Speaker 2: unique but not stupid.
- 43:40Speaker 3: Yeah, I very much agree, and I think regardless of
- 43:47Speaker 3: like who your top players are in this range, you're
- 43:50Speaker 3: going to find under own guys. So whether you totally
- 43:54Speaker 3: disagree with what we're saying about Bobby Mack or you're
- 43:56Speaker 3: with me in the sense that, like you just can't
- 43:59Speaker 3: make yourself play holin this range, you can. You can
- 44:03Speaker 3: find somebody that you like, even if it's not the
- 44:06Speaker 3: same guys that we prioritize.
- 44:08Speaker 2: Yeah, that's what I'm thinking.
- 44:09Speaker 3: You know.
- 44:10Speaker 2: The other option that we talked about earlier is it's
- 44:12Speaker 2: not like a secret. And again some people will land
- 44:13Speaker 2: on this, but I will say it's somewhat interesting to
- 44:16Speaker 2: me that it's it's definitely when people go up here
- 44:20Speaker 2: going to be Fleetwood Burns with a bunch of the
- 44:23Speaker 2: chalk together as opposed to I mean, well, I guess
- 44:28Speaker 2: combo wise, I don't think you'll see, you know, a
- 44:31Speaker 2: fits Fleetwood as much, you know what I mean, Like,
- 44:33Speaker 2: I think you'll see versions of this or also people
- 44:36Speaker 2: will lump Wyndham Clark into this, so you'll see like
- 44:39Speaker 2: a Fleetwood Clark or something where like a Burns Clark
- 44:42Speaker 2: maybe might might even be be even more popular, you
- 44:45Speaker 2: know what I mean, as like a combo pack, obviously
- 44:47Speaker 2: Fleetwood being the most popular, but just saying when people
- 44:49Speaker 2: are comboing up sometimes they also go by tea time,
- 44:53Speaker 2: and you could see where Burns and Clark would go
- 44:55Speaker 2: together if you were sort of doing that. So anyway,
- 44:57Speaker 2: my point being, what are you what are your thoughts
- 44:59Speaker 2: on Fit? Specifically you asked me about Holin. I want
- 45:02Speaker 2: to go back to Fits for a second and then
- 45:04Speaker 2: just building this way, because well, you do land in
- 45:06Speaker 2: the same range. There's a ton of options. I think
- 45:08Speaker 2: you said it earlier, forty three guys down there, you
- 45:10Speaker 2: could still get one eight k guy and then drop
- 45:12Speaker 2: down from there as well.
- 45:15Speaker 3: He's not playing well, but he's still not playing poorly.
- 45:20Speaker 3: I think the biggest issue that I had with Fits
- 45:23Speaker 3: right now is that the driving has fallen off. Right
- 45:26Speaker 3: if it was just the putter, and the putter has
- 45:28Speaker 3: been bad and it was awful at the Memorial. If
- 45:31Speaker 3: it was just the putter would be one thing.
- 45:33Speaker 2: But the.
- 45:36Speaker 3: Driving, which was like from the Phoenix Open through the
- 45:42Speaker 3: win at the Zurich, his driving was spectacular. He was
- 45:46Speaker 3: gaining almost like a full stroke per round off the tee.
- 45:49Speaker 3: Then he lost point eight per round at the Truest,
- 45:51Speaker 3: gained point two at the PGA, and lost point zero
- 45:54Speaker 3: one at the Memorial. So like this big advantage that
- 45:57Speaker 3: he was creating for himself. He hasn't created since April
- 46:02Speaker 3: twenty sixth. That is a very real concern for me,
- 46:06Speaker 3: because that's sort of what we saw as Like, the
- 46:11Speaker 3: thing that really turned around last year was that he
- 46:13Speaker 3: found the low stinger off the tee that consistently put
- 46:18Speaker 3: him in play and he could always go to it
- 46:19Speaker 3: every time he needed to hit a fair way, and
- 46:22Speaker 3: that really unlocked the rest of his game. The nice
- 46:25Speaker 3: thing is the approach playing there on the green play
- 46:27Speaker 3: is still spectacular. I mean, his short game has to
- 46:30Speaker 3: be among if not the best in the world right now,
- 46:32Speaker 3: and so I do like that aspect if it does
- 46:35Speaker 3: indeed play tougher this year and we do actually get
- 46:39Speaker 3: that like increased around the green single. But I will
- 46:42Speaker 3: note surprisingly Fitzpatrick is not that good of a wind player,
- 46:47Speaker 3: right Like. I think of some of the hardest, windiest
- 46:51Speaker 3: rounds of golf on tour in the last five years,
- 46:54Speaker 3: and I remember Fitzpatrick being like the only guy with
- 46:57Speaker 3: a great round that day a number of times. But
- 47:00Speaker 3: he's been really volatile. He also has some absolutely horrific
- 47:03Speaker 3: rounds in those windy conditions. So not quite as good
- 47:07Speaker 3: of a win players as I think most would think
- 47:10Speaker 3: of when they think of it, So something to keep
- 47:12Speaker 3: in mind with him there.
- 47:14Speaker 2: Yeah, and that's always, you know, something to look at.
- 47:16Speaker 2: I think this is the other version I was looking
- 47:17Speaker 2: at as like the more popular version I think would
- 47:19Speaker 2: be like a Fleetwood burns. It does leave you seventy
- 47:22Speaker 2: four hundred. Do you have any just tips or advice?
- 47:25Speaker 2: I mean, it's not about filling the lineup out, it's
- 47:26Speaker 2: looking for ways to sort of leverage it and move up.
- 47:29Speaker 2: But just from your perspective, you do land in a
- 47:32Speaker 2: very popular range, Like you can still get Callie, you
- 47:34Speaker 2: can get them all, you can get all the popular
- 47:36Speaker 2: seventy four hundred dollars guys. Like, it's not like you're
- 47:38Speaker 2: gonna get that unique or different with it, depending but
- 47:40Speaker 2: you probably should in my opinion of just looking at it, like,
- 47:43Speaker 2: there's so many options down there and so many ways
- 47:46Speaker 2: that you can go. But is there anything that you
- 47:48Speaker 2: would think differently when you're trying to leverage the chalk
- 47:50Speaker 2: bill with something where you're going double stud up top. Yeah.
- 47:54Speaker 3: I think like there are two main ways that you
- 47:56Speaker 3: can do this. The first is that you'd say, okay,
- 47:58Speaker 3: I can still now fit in and Colley and Maisner
- 48:01Speaker 3: or Calling and Fox or Colling and Cole. The problem
- 48:05Speaker 3: then is right, and and the thought process that most
- 48:08Speaker 3: would take if they made that pick with is they'd say,
- 48:11Speaker 3: and then I've got to go into the six K
- 48:12Speaker 3: range twice, so I don't have to worry about ownership
- 48:15Speaker 3: because those six K guys are gonna be crazy low.
- 48:17Speaker 3: The problem is now you're relying on like Kevin Roy
- 48:21Speaker 3: or Lee Hodges or Ben James or Luke Clinton as
- 48:25Speaker 3: your separators, and those guys are your least likely to
- 48:29Speaker 3: have success, and they're by far you're least likely to
- 48:32Speaker 3: give you a top five or a top ten outcome.
- 48:34Speaker 3: So I think the better route to do this would
- 48:36Speaker 3: be to say, now that I have seventy four hundred
- 48:39Speaker 3: remaining for these last four spots or whatever it is,
- 48:41Speaker 3: I'm just gonna go hammer like seven or four seven
- 48:45Speaker 3: point four K players, right, and there are like really
- 48:49Speaker 3: under owned guys at each range. Or maybe you go
- 48:51Speaker 3: to a seventy three, a seventy four, seventy four and
- 48:54Speaker 3: a seventy five something like that, But that's gonna keep
- 48:56Speaker 3: you in a range where you're avoiding the fluckiest of
- 49:00Speaker 3: the chalk plays, and so I would turn this type
- 49:03Speaker 3: of build into a pivot away from the more balanced
- 49:07Speaker 3: loading up on the AK range type of builds. Whereas
- 49:09Speaker 3: if you try to turn this into a line that
- 49:12Speaker 3: accesses that range, now you're getting too really really weak
- 49:16Speaker 3: spots that you need to do well to actually create
- 49:20Speaker 3: that separation for you, and they're far more likely to
- 49:22Speaker 3: like totally destroy you than they are to get anywhere
- 49:24Speaker 3: close to helping you the way that you need them to.
- 49:27Speaker 2: Yeah, and I mean this is you're hoping that the
- 49:29Speaker 2: AK range almost fails in this sometimes, and then on
- 49:32Speaker 2: top of it, that's why you want those upside seven
- 49:34Speaker 2: K guys that can get you out of there where
- 49:36Speaker 2: they're If the AK guys are mediocre, well, those seven
- 49:39Speaker 2: K guys are still helping them. But you've got you know,
- 49:41Speaker 2: nothing different up there. If you go this way and
- 49:43Speaker 2: just play different guys, I think that's fine. The other
- 49:45Speaker 2: thing I wanted to see though, just real quick, was
- 49:48Speaker 2: if you go like last one for me and then
- 49:50Speaker 2: we could sort of move on. Yeah you can't. I mean,
- 49:53Speaker 2: you can do whatever you want, but it just one
- 49:55Speaker 2: way I was looking at it is like if you
- 49:56Speaker 2: went something like this, let's just use this example. I
- 50:00Speaker 2: think if I was using two six K guys, I'd
- 50:03Speaker 2: rather it be in this way, Like, how can I
- 50:05Speaker 2: play a write in a completely different way? It's only
- 50:07Speaker 2: one eight K guy, I'm just making this up as
- 50:10Speaker 2: not the three that I like, we talked about these guys,
- 50:11Speaker 2: But I'm saying, at least then in the two six
- 50:13Speaker 2: K build, it would only be one eight K guy
- 50:16Speaker 2: that you'd be relying on the one that everybody's relying on.
- 50:19Speaker 2: But you would literally again, could you be in the
- 50:21Speaker 2: seven K range? Yes, but it might be better off
- 50:24Speaker 2: to find like a sixty nine and a sixty five
- 50:26Speaker 2: or a sixty eight and a sixty six or something
- 50:28Speaker 2: like that. Is just a way to play it. Extremely
- 50:30Speaker 2: unique in this perspective, from this perspective as well. So yeah,
- 50:34Speaker 2: I think that's good man. I think we covered a
- 50:35Speaker 2: lot of ways to sort of go through it. We'll
- 50:37Speaker 2: get to our lanes at the end. Anything else you
- 50:39Speaker 2: wanted to add there before we get to one and done.
- 50:41Speaker 3: No, I think you said that really well, and I'm
- 50:43Speaker 3: in complete agreement that this is a better way to
- 50:46Speaker 3: use that six K range.
- 50:47Speaker 2: Yeah, lots of ways to use the different ranges based
- 50:49Speaker 2: on those explanations, I think, but what a lot of
- 50:50Speaker 2: people will have to do here is decide at the
- 50:53Speaker 2: top what they want to do. Or if you have
- 50:55Speaker 2: a really clean cut, like I only like these guys
- 50:57Speaker 2: up top, well, then you can take a lot of
- 50:59Speaker 2: what we just talked about and start to make those
- 51:01Speaker 2: decisions down low. If you love the bottom, you could
- 51:03Speaker 2: start to say I'm going to lock in on these
- 51:05Speaker 2: and then move it up from there and go back.
- 51:07Speaker 3: It just yeah, it just changes what you're asking of
- 51:10Speaker 3: the six K range, right, Like you had three separators
- 51:14Speaker 3: there who were around nine K. Like, those guys have
- 51:16Speaker 3: a legitimate upside, and if those guys hit, if your
- 51:19Speaker 3: separators hit, now what are you asking of those six
- 51:22Speaker 3: K guys. You're not asking them to help separate, You're
- 51:24Speaker 3: just asking them to do decently well, you just hold
- 51:28Speaker 3: that advantage that you just created for yourself in that
- 51:32Speaker 3: nine K range. So I think that's probably like the
- 51:37Speaker 3: easiest way to think about it, and is just what
- 51:39Speaker 3: am I actually asking of these players? If those six
- 51:42Speaker 3: K guys are your only real differentiation from the field
- 51:46Speaker 3: and you need them to be separators, that's not a
- 51:48Speaker 3: good bet to make. If you just need them to
- 51:50Speaker 3: finish thirtieth fortieth. Now they're much much much better plays.
- 51:55Speaker 2: Yeah, all right, let's move on to one and done.
- 51:57Speaker 2: What do we got for this week? And what are
- 51:59Speaker 2: your thoughts as we go into this one?
- 52:02Speaker 3: I have I have no idea what we should do
- 52:07Speaker 3: at this point. We are. We are very much in trouble.
- 52:12Speaker 2: Yeah, we can't play the chock, that's for sure. I
- 52:14Speaker 2: know a lot of people still have, like you know,
- 52:16Speaker 2: this is one thing where we again, it'll be different
- 52:18Speaker 2: for everybody, but my name. My main takeaway is like
- 52:20Speaker 2: I was looking at the Mayo Cup today with my
- 52:24Speaker 2: dad's choices and stuff and looking at that and like
- 52:26Speaker 2: everyone has Sam Burns and some of these bigger names
- 52:29Speaker 2: there that they can use, So I think those guys
- 52:31Speaker 2: will just be extremely popular. So it really comes down like,
- 52:33Speaker 2: if you're way behind, let's look for some leverage hence
- 52:36Speaker 2: the name leverage lane, and find our way to try
- 52:39Speaker 2: and find our own lane versus using the same one
- 52:41Speaker 2: everybody else is.
- 52:42Speaker 3: Yeah, I think the three most popular. I would guess Burns,
- 52:45Speaker 3: Windham writing yeah.
- 52:48Speaker 2: One hundred percent on right, and I believe was the number.
- 52:50Speaker 3: Yeah, I've got a name that I'm gonna hate myself
- 52:56Speaker 3: for throwing up there because I don't think he can win.
- 53:01Speaker 3: He's allergic to be near the lead. But Shane Lowry,
- 53:04Speaker 3: with how ridiculously good he is in the wind and
- 53:07Speaker 3: the fact that I know I will never ever ever
- 53:10Speaker 3: want to play him in an elevated event, I think
- 53:13Speaker 3: he's a pretty good option this week.
- 53:14Speaker 2: I like that call quite a bit. I did bring
- 53:16Speaker 2: it up yesterday talking to Mayo as well, and I
- 53:18Speaker 2: know it's a totally different course and all of that,
- 53:19Speaker 2: but he likes coming up to Canada, jolly oldfellow. I
- 53:22Speaker 2: was having a good time, So I do like that
- 53:24Speaker 2: of it, but nothing to do with that obviously. I
- 53:26Speaker 2: like the way you worded that, but realistically, that's where
- 53:28Speaker 2: people need to remove their bias and things like that
- 53:31Speaker 2: when it comes to it, because it's what you said,
- 53:33Speaker 2: it's like, I feel really disgusting. He's probably not gonna win, etcaid.
- 53:36Speaker 2: But like, if you play Burns and he does it, great,
- 53:39Speaker 2: you got the same thing everybody else got out of him.
- 53:41Speaker 2: It's like you need to find a way to leverage that.
- 53:43Speaker 2: You really want to hope for that outcome where it's
- 53:45Speaker 2: like Lowry, does you know finish second or third or
- 53:48Speaker 2: maybe even somehow get it done, and Burns just doesn't
- 53:51Speaker 2: do well at all, and you're now picking up real
- 53:53Speaker 2: money on Lowry when nobody else knows there has any
- 53:56Speaker 2: idea where they're going to get it from or maybe
- 53:57Speaker 2: even need him, and they get hurt by not getting
- 54:01Speaker 2: much money out of somebody else. That's kind of the
- 54:02Speaker 2: concept there.
- 54:04Speaker 3: Here's just to put some context on why it feels
- 54:08Speaker 3: so gross. Think about, now, Burns was actually decent last
- 54:11Speaker 3: week when in contention, but think about how bad Burns
- 54:14Speaker 3: has been in contention, Think about how bad Keith Mitchell
- 54:17Speaker 3: has been in contention and Michael Thorpejornson has been winning contention,
- 54:21Speaker 3: and then realize the Chane Lowry is significantly worse in
- 54:25Speaker 3: contention performance score than those three guys. So he is,
- 54:30Speaker 3: like I said, I mean, he got within like five
- 54:34Speaker 3: of the lead on Sunday after going Birdie Birdie eagle
- 54:37Speaker 3: and totally lost it. So you were absolutely running the
- 54:41Speaker 3: risk of being one hundred percent correct that he would
- 54:44Speaker 3: play well and that he gets himself into contention and
- 54:47Speaker 3: still walking away with like fourteenth place and nothing valuable
- 54:51Speaker 3: whatsoever in one and done because he just loses all
- 54:57Speaker 3: the advantage that he gains for himself. But in terms
- 54:59Speaker 3: of of like who's somebody that has a really good
- 55:02Speaker 3: chance of getting into contention and isn't going to be
- 55:04Speaker 3: a popular one and done pick, I don't think we
- 55:06Speaker 3: can do any better than shamee.
- 55:07Speaker 2: Yeah. Also I think it's interesting too, just like you're
- 55:09Speaker 2: kind of looking for a perfect scenario of last week,
- 55:12Speaker 2: Like let's have like a Post and Gerard playoff in
- 55:15Speaker 2: Canada like some not those two, but like the version
- 55:17Speaker 2: of that that nobody is on in one and done
- 55:20Speaker 2: and you have like, yeah, Lowry was in attention, fell
- 55:23Speaker 2: to a third, that's what he does. It's like, okay,
- 55:26Speaker 2: but I'll still take that because as long as Burns
- 55:28Speaker 2: and Fleetwood and Windham and Right and then guys like
- 55:31Speaker 2: that don't win, I'll still have that opportunity and get
- 55:34Speaker 2: something out of him from that perspective. So I like
- 55:36Speaker 2: that call. We can go with him betting breakdown. I
- 55:39Speaker 2: think you sent it a live one while you're here,
- 55:40Speaker 2: But do you have anything you want to discuss live here? Yeah?
- 55:43Speaker 3: I did just send it out and we were talking
- 55:46Speaker 3: about him. Actually, we were talking about the nine K
- 55:48Speaker 3: range and I was looking at Rose and he was
- 55:53Speaker 3: second Teta Green last week, like I had, I had
- 55:56Speaker 3: an outright on him last week. He should have won.
- 56:00Speaker 3: He really should have. He lost point nine strokes a
- 56:02Speaker 3: round putting, and we're talking about one of the better
- 56:04Speaker 3: putters in the world, especially once in contention, and he
- 56:08Speaker 3: was phenomenal Teita Green. I love the way he drove
- 56:12Speaker 3: the ball. He's a really good wind player, So I
- 56:14Speaker 3: like everything about Rose right now. His irons have been
- 56:17Speaker 3: spectacular all season. He started the year really good with
- 56:20Speaker 3: his driver. He ran some trouble with driver, like at Pebble,
- 56:25Speaker 3: at the Genesis, and then really at Api. He struggled
- 56:28Speaker 3: with the driver, but he's gotten it back. He's hitting
- 56:30Speaker 3: it further than he did in a few previous seasons,
- 56:33Speaker 3: but significantly more accurate than he has in the last
- 56:36Speaker 3: few years. So you put the rest of his game
- 56:40Speaker 3: with improved driving. His short game has been awesome, his
- 56:45Speaker 3: approach play has been excellent, and we know how good
- 56:47Speaker 3: he can be with the putter, so I really like
- 56:50Speaker 3: his outright. He's also, by the way, still one of
- 56:53Speaker 3: the best contention performance scores and one of the most
- 56:56Speaker 3: volatile event to event players, and so from just an
- 56:59Speaker 3: upside person, like it's really hard to beat Rose, and
- 57:02Speaker 3: for that reason, like we actually have him at four
- 57:05Speaker 3: point nine percent to win, tied for the best win
- 57:07Speaker 3: odds in the field. You can get him at forty
- 57:10Speaker 3: to one with with bet three six five's one fifth
- 57:13Speaker 3: each way for three spots. So that's my outright of
- 57:15Speaker 3: the week. It's the only one I have so far.
- 57:16Speaker 3: I might add to it, but I really really like
- 57:19Speaker 3: that one.
- 57:20Speaker 2: Yeah, that's Uh, we had didn't you have Rose the
- 57:23Speaker 2: earlier in the season.
- 57:24Speaker 3: Yeah, we had him at a what was it Torri
- 57:26Speaker 3: that he won, uh, and it was like just the
- 57:28Speaker 3: easiest outright win of all time and they never got
- 57:30Speaker 3: sweaty for a single moment. And hopefully he does that
- 57:32Speaker 3: again because that was a lot of fun.
- 57:34Speaker 2: Yeah, this is another thought as well too. Should be
- 57:36Speaker 2: a good showdown week, I think gone there and again.
- 57:37Speaker 2: Lots of satellites, so going to be getting into that.
- 57:39Speaker 2: I think Timmy Dubbs asked the boat like Bridgeman is
- 57:41Speaker 2: the one and done. I'm fine, he's kind of outside
- 57:43Speaker 2: the box a little bit too nowhere that I'd be
- 57:45Speaker 2: hoping that, you know, save him for or anything like that.
- 57:48Speaker 2: All Right, leverage lane for the week, and I've got mine.
- 57:51Speaker 2: I'm gonna simplify it. You know, somebody said, I told
- 57:53Speaker 2: you earlier it wouldn't be this because I actually don't
- 57:55Speaker 2: know yet what it's going to finalize. But I'm going
- 57:57Speaker 2: to play no eight K guys in my single entry,
- 58:01Speaker 2: not just despite it. I just think we talked through
- 58:04Speaker 2: like three to four scenarios where I don't require any
- 58:07Speaker 2: There is a scenario where one could work, like I said,
- 58:10Speaker 2: but I'm gonna commit to the bit because I think,
- 58:12Speaker 2: like in reality, I have like three or four different
- 58:14Speaker 2: versions of what I'm looking at that require none of
- 58:16Speaker 2: those popular eight K guys, And you know, every other
- 58:19Speaker 2: week it's going to be in the opposite So why
- 58:21Speaker 2: not stick with it and go to the opposite side
- 58:23Speaker 2: of that. What's your leverage lane for the week?
- 58:26Speaker 3: Mine's going to be just leaning into wind splits and
- 58:28Speaker 3: guys who I think should play well in the wind.
- 58:33Speaker 3: Like I said, the part about the course that I'm
- 58:36Speaker 3: least confident in this week is just like what skill
- 58:40Speaker 3: sets is it going to emphasize because we only have
- 58:42Speaker 3: one year's worth of data and the conditions are going
- 58:44Speaker 3: to be so so different, So The thing that I'm
- 58:46Speaker 3: actually confident in is it's going to be really windy,
- 58:49Speaker 3: and you're going to have to control your ball in
- 58:51Speaker 3: this wind, both off the tee, especially with your approach play,
- 58:55Speaker 3: you know, being able to flight the ball, being able
- 58:57Speaker 3: to turn the ball into in both directions based on
- 58:59Speaker 3: the on the wind. I do want to look at
- 59:03Speaker 3: with a wind direction, like I said earlier, and how
- 59:05Speaker 3: that actually affects Part fives mostly is do I think
- 59:09Speaker 3: a distance is going to be more predicted than it
- 59:11Speaker 3: was last year as a result. But the one constant,
- 59:14Speaker 3: the thing that I know is going to be true
- 59:16Speaker 3: is guys who know how to play and know how
- 59:18Speaker 3: to flight their ball in the wind, know how to
- 59:20Speaker 3: make putts in the wind is also a big key,
- 59:23Speaker 3: like those guys are are going to have really good
- 59:26Speaker 3: chances for success because a lot of the time when
- 59:28Speaker 3: we talk about like hey, it's gonna be really windy
- 59:30Speaker 3: this week, it's it's gonna be windy Thursday and Friday,
- 59:32Speaker 3: and so it's important to care about the wind to
- 59:35Speaker 3: get to the weekend. Or it's gonna be windy on
- 59:38Speaker 3: the weekend, but it's not gonna be windy on Thursday
- 59:40Speaker 3: and Friday, it's going to be windy throughout every single
- 59:43Speaker 3: day all four days. It looks like, so you better
- 59:46Speaker 3: have some chops in the wind. And I have a
- 59:49Speaker 3: really kind of specific way of doing my wind split
- 59:51Speaker 3: analysis where I don't just look at how much better
- 59:56Speaker 3: or how well a guy does in the wind, but
- 59:58Speaker 3: I reference that compared to his baseline, So who's playing
- 1:00:01Speaker 3: better in windy conditions than in calm conditions? And then
- 1:00:03Speaker 3: the other thing I like looking at is who gains
- 1:00:06Speaker 3: strokes more often at a higher frequency and wind than
- 1:00:09Speaker 3: they do outside of that, So it's not just about like, oh,
- 1:00:12Speaker 3: this guy has been fine in the wind, but then
- 1:00:14Speaker 3: he had one awful week in the wind, and consequently
- 1:00:18Speaker 3: his like average is really bad, but he still gains
- 1:00:21Speaker 3: more often than not. So all of that stuff will
- 1:00:24Speaker 3: be in my discord. You can check that out. But
- 1:00:26Speaker 3: that's that's my leverage lane is just kind of really
- 1:00:28Speaker 3: leaning into that. And and I think one like reason
- 1:00:31Speaker 3: for doing that is because it's it's a hard thing
- 1:00:34Speaker 3: for the average DFS player to do because not everyone
- 1:00:36Speaker 3: has access to that data, not everyone knows how to
- 1:00:38Speaker 3: actually use that data in a really productive way. Then
- 1:00:41Speaker 3: you know they're just looking at, oh, who have been
- 1:00:43Speaker 3: the best players in the wind Fitzpatrick, Tommy Fleetwood, Sam Burns. Oops,
- 1:00:47Speaker 3: this is just a list of who the best players are.
- 1:00:49Speaker 3: So you know, finding those guys who are actually going
- 1:00:51Speaker 3: to outperform their baselines or conversely who might underperform their
- 1:00:55Speaker 3: baselines is a really good way to do it. And uh,
- 1:00:57Speaker 3: and that's going to be hopefully paths of success this week.
- 1:01:01Speaker 2: Yeah, it's almost saying too the Euros and even Pat
- 1:01:03Speaker 2: Manshito yesterday too. It's like a no, no American hecklers.
- 1:01:06Speaker 2: There are very few up in Canada, so maybe that's
- 1:01:08Speaker 2: part of the cause as well. But definitely like that
- 1:01:11Speaker 2: you talked about your discord having that stuff. Let the
- 1:01:13Speaker 2: people know about your discord where they can find you,
- 1:01:15Speaker 2: and then we'll get out of here.
- 1:01:17Speaker 3: At alex plicka one on Twitter you can find the
- 1:01:19Speaker 3: discord through there. I have noticed like people are struggling
- 1:01:23Speaker 3: to kind of actually find how to subscribe. So when
- 1:01:27Speaker 3: you click that link to the discord, all you have
- 1:01:28Speaker 3: to do is scroll down and then you'll see the
- 1:01:30Speaker 3: options and you can use promo code leverage for ten
- 1:01:32Speaker 3: percent off forever. Every single time you get renewed. You
- 1:01:35Speaker 3: get renewed with that discount, So go check that out.
- 1:01:37Speaker 2: Yeah, definitely get in there if you guys aren't already.
- 1:01:39Speaker 2: I'll be looking out for the wind data later when
- 1:01:41Speaker 2: you've got it this, you know, Hotchdog says, it's is
- 1:01:43Speaker 2: it also going to be really firm? Windy plus firm
- 1:01:45Speaker 2: could be super card you could see, like, who knows
- 1:01:48Speaker 2: how it actually goes. The tempts are okay, but I
- 1:01:50Speaker 2: don't know. You seem like you got other thoughts.
- 1:01:52Speaker 3: Yeah, I don't think it's going to be that firm,
- 1:01:54Speaker 3: just because some of the wind is because there are
- 1:01:56Speaker 3: storms in the area, so it looks like, you know,
- 1:01:59Speaker 3: they I think they've had someone some precipitation already this week.
- 1:02:02Speaker 3: It looks like they are gonna have some overnight tonight
- 1:02:06Speaker 3: and then maybe some more on Friday, and then definitely
- 1:02:11Speaker 3: it looks like storms on Sunday. So I don't think
- 1:02:13Speaker 3: it's gonna be crazy for him. I think it's just
- 1:02:15Speaker 3: gonna be windy.
- 1:02:17Speaker 2: Yeah, you guys can find me on x at Totech
- 1:02:19Speaker 2: and Tambo and then over of course at ship at
- 1:02:21Speaker 2: nation dot com. The all access special is up there,
- 1:02:23Speaker 2: so you get your first month for just forty nine dollars.
- 1:02:26Speaker 2: That's access to everything across the board, including Saber sim.
- 1:02:29Speaker 2: You get all the stuff that we talked about from
- 1:02:31Speaker 2: the golf perspective for Showdown and for the main Slate,
- 1:02:34Speaker 2: we've got MLB, the New Slate station, all the other
- 1:02:36Speaker 2: sports that are going on right now into the playoffs
- 1:02:38Speaker 2: and whatnot. But if you have any questions you can
- 1:02:40Speaker 2: just always reach out to me direct as well. That's
- 1:02:42Speaker 2: gonna do it for this one guys, for Alex and
- 1:02:44Speaker 2: for myself. To Tech and Tambo, good luck in your
- 1:02:46Speaker 2: contest this week. And led ship its have names.