Latest / The Favorites Sports Betting Podcast / Analytics vs Expertise with Author Chris Jones
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- 1:31Speaker 1: net in West Virginia. Welcome to the Favorites the podcast
- 1:42Speaker 1: from the Volume and Podcast Network. I am Chad Mellman,
- 1:45Speaker 1: Chief Content Officer of the Action Network. We have a
- 1:48Speaker 1: very special guest today. You could argue that my guest
- 1:51Speaker 1: today is the greatest magazine writer of his generation. He's
- 1:58Speaker 1: written for The Atlantic, He's written for Esquire, for which
- 2:01Speaker 1: he wrote multiple stories that won national magazine Awards. The
- 2:07Speaker 1: very first columnist I hired when I took over as
- 2:11Speaker 1: editor in chief DSP in the magazine. He wrote some
- 2:13Speaker 1: of the best stories we did at the magazine, and
- 2:15Speaker 1: sort of the two thousand tens. He has written a
- 2:18Speaker 1: new book that tries to undo everything that is important
- 2:23Speaker 1: to me. It's called The Eye Test, A case for
- 2:27Speaker 1: human creativity in the age of analytics. I can't think
- 2:32Speaker 1: of a writer more equipped to try to tear down
- 2:37Speaker 1: the way the world is going the Mr Chris Jones,
- 2:41Speaker 1: how are you, buddy, dude? That was the nicest introduction
- 2:46Speaker 1: of all time. You've earned it. We could talk about
- 2:49Speaker 1: the amazing stories you wrote for the magazine. I will say,
- 2:53Speaker 1: and I've said this to you before, there's a there's
- 2:55Speaker 1: a seminal magazine piece that Right Thompson wrote about Michael
- 2:59Speaker 1: Jordan and turning fifty. And I think it was two
- 3:03Speaker 1: thousand twelve is when it came out. Maybe and um,
- 3:07Speaker 1: maybe it was two thousand eleven, I can't remember exactly.
- 3:10Speaker 1: That same year you wrote a story about a Japanese
- 3:15Speaker 1: high school baseball pitcher that I just thought was better
- 3:18Speaker 1: than writes Michael Jordan's story. It was like, you know,
- 3:22Speaker 1: when right like is in a subject, he can like
- 3:26Speaker 1: write you epic, epic stories. And this was a beautiful,
- 3:30Speaker 1: amazing story that it was so inside, one of the
- 3:33Speaker 1: people who was harder to get inside than anyone. But
- 3:37Speaker 1: there was something about the Japanese baseball story that to me,
- 3:39Speaker 1: and you should explain to people what it was. It
- 3:41Speaker 1: actually speaks to a lot of what your book is about,
- 3:44Speaker 1: which was so clean and interesting and dramatic in very
- 3:50Speaker 1: subtle ways. I just loved it. Tell people what that
- 3:53Speaker 1: was about, and then we can get into the book.
- 3:55Speaker 1: Having enjoyed this conversation. So far, it's been good for
- 3:57Speaker 1: my ego. Um. The story was about out a young
- 4:01Speaker 1: Japanese high school picture expected to do great things. And
- 4:05Speaker 1: in Japan there's a high school of tournament coation that happens.
- 4:09Speaker 1: There's two spring and fall, but the Spring is the
- 4:11Speaker 1: big one every district in Japan. Since team was astrate
- 4:15Speaker 1: to me as sort of the Super Bowl plus Marty
- 4:17Speaker 1: Gras plus July four. It's like the biggest that the
- 4:21Speaker 1: country stops to watch this tournament and these kids play
- 4:24Speaker 1: each other, and that that picture, you know, there's his
- 4:27Speaker 1: team kept winning and he threw I think it was
- 4:29Speaker 1: seven hundred and seventy two pitches in five days. Um
- 4:34Speaker 1: and his arm fell off in the final basically and
- 4:37Speaker 1: his career didn't really become what it was expected to become.
- 4:42Speaker 1: And it was sort of an exploration of how the
- 4:44Speaker 1: Japanese approach baseball, which is a very different way than Americans.
- 4:48Speaker 1: It's a lot less individualistic, and that what he did
- 4:51Speaker 1: was sort of sacrifice. It was he was helping his
- 4:53Speaker 1: brothers try to win this tournament, and he had no
- 4:56Speaker 1: regrets even though he lost, you know, potentially hundreds of
- 4:59Speaker 1: mill in some of dollars, and that's just for me.
- 5:02Speaker 1: It was. It was just such a different perspective on baseball.
- 5:04Speaker 1: It was It was a really great experience. So thank
- 5:07Speaker 1: you for your kind words about the story. But as
- 5:09Speaker 1: an experience, as a selfish sort of travel and cultural experience,
- 5:13Speaker 1: it was fantastic. I think about it all the time. Yeah,
- 5:16Speaker 1: we really did you right on that one. You're really dead? Yeah, yeah,
- 5:20Speaker 1: spectacularly right. T J. Quinn. I don't know if you remember.
- 5:22Speaker 1: T J. Quinn joined me to do the TV side
- 5:25Speaker 1: of things, and I was a little offside about it
- 5:27Speaker 1: at first, but then I realized the TV side of
- 5:29Speaker 1: things lived a lot better um, and so it was
- 5:32Speaker 1: even that was great. I got some move hotels and yeah,
- 5:34Speaker 1: it was fantastic. All right, So you wrote this book,
- 5:36Speaker 1: The I Test, The Case for Human Creativity in the
- 5:39Speaker 1: Age of Analytics. It's out now. I've read it. It's
- 5:42Speaker 1: really good. Thank you. You would think it's counter to
- 5:45Speaker 1: have someone like you on a podcast that is a
- 5:47Speaker 1: betting podcast in which analytics are the core of what
- 5:51Speaker 1: we do and at Action Network, analytics drive our entire engine, right.
- 5:54Speaker 1: We are constantly on the lookout for the number, the metrics,
- 5:59Speaker 1: the edge edge, lots of times driven by models and algorithms,
- 6:03Speaker 1: which you lay waste too in your book, And yet
- 6:08Speaker 1: I found it fascinating because it does speak to a
- 6:13Speaker 1: lot of things that matter when you are trying to
- 6:17Speaker 1: make decisions and why you can't just rely on analytics,
- 6:23Speaker 1: including the Super Bowl that we just saw between the
- 6:26Speaker 1: Bengals and the Rams. My co host Simon Hunter was
- 6:29Speaker 1: a professional better. He and I in the podcast earlier
- 6:32Speaker 1: this week talked about the need to have feel the
- 6:36Speaker 1: eye test elements of what the Bengals did all season
- 6:39Speaker 1: and incorporating that into our numbers. So my question for
- 6:42Speaker 1: you is why do you hate analytics so much and
- 6:45Speaker 1: the people who use them. I don't. I don't. This
- 6:49Speaker 1: is the thing the book is going to get cast
- 6:52Speaker 1: is like the anti money ball, and it's it's not
- 6:56Speaker 1: that at all. What I'm trying to say is that
- 6:58Speaker 1: data is useful. Models are useful. Algorithms in certain situations
- 7:02Speaker 1: are useful, but they're not the entire answer to many questions,
- 7:07Speaker 1: particularly in complicated situations. So they're pretty good at that.
- 7:11Speaker 1: You know, I get the use of statistics in baseball
- 7:14Speaker 1: when you're deciding whether to match up a particular picture
- 7:18Speaker 1: with a particular hitter, totally understood. When things get more complicated,
- 7:22Speaker 1: like when you're trying to dissect a hockey game, for instance,
- 7:26Speaker 1: five guys playing together against five other guys, lots of
- 7:29Speaker 1: moving parts, they can also be helpful, but maybe maybe
- 7:33Speaker 1: don't give you the entire answer, and something like sports
- 7:36Speaker 1: betting what I would argue. And by the way, I
- 7:39Speaker 1: regret very deeply not having an entire chapter about gambling,
- 7:42Speaker 1: which I should have done. Um, But the the idea
- 7:47Speaker 1: that you can rely entirely on models, I don't see
- 7:52Speaker 1: what your edges. Then unless your model just happens to
- 7:56Speaker 1: be better than any other model on the planet, or
- 7:58Speaker 1: your access to numbers is better, or your understanding of
- 8:02Speaker 1: numbers is better. But if you're if you're not number
- 8:06Speaker 1: one at that, and I feel like you must need
- 8:08Speaker 1: some ten or that little flivver that that comes from
- 8:15Speaker 1: field or knowledge or experience or or not. GOT. I
- 8:19Speaker 1: wouldn't advocate FORGOT. For me, it's like experience wisdom, Like
- 8:24Speaker 1: what's the value of that? And so you have your
- 8:27Speaker 1: model and you have I'm assuming you plug in all
- 8:29Speaker 1: sorts of numbers, but I'm assuming other people have those
- 8:32Speaker 1: numbers as well. What's the difference? What's that? What's the
- 8:35Speaker 1: competitive advantage of doing it exactly the same way as
- 8:38Speaker 1: anybody else? Well, you're right, I mean your argument really
- 8:43Speaker 1: is that the fallibility of the models that everybody uses.
- 8:47Speaker 1: And like I said, you know, for the Super Bowl,
- 8:51Speaker 1: I relied there were three experts at Action Network who
- 8:57Speaker 1: we were podcasting with, who were doing a lot of shows,
- 8:59Speaker 1: and they're a lot of experts at Action Network who
- 9:01Speaker 1: are amazing, but three people who build ostensibly three different
- 9:06Speaker 1: models coming from three entirely different approaches. The fallibility in
- 9:12Speaker 1: the model is that there is a human element that
- 9:14Speaker 1: builds the model. With any of these things, they're sort
- 9:18Speaker 1: of treated as these objectives like hugely rational, like they
- 9:22Speaker 1: were found in nature and we build the models, so
- 9:25Speaker 1: the algorithms and the models contain all the bias that
- 9:29Speaker 1: the people who make them contain. So if I'm building
- 9:32Speaker 1: a model and I think something is particularly important, it
- 9:34Speaker 1: needs to be waited a certain way. I'm adding a
- 9:36Speaker 1: human input into what is allegedly an objective model, and
- 9:41Speaker 1: it's it's that's not wrong. I mean, it's just I
- 9:44Speaker 1: think it's important for people to be aware that numbers
- 9:48Speaker 1: can be used as subjective instruments just as much as
- 9:51Speaker 1: stories can, or just as much as gut can't. You know,
- 9:54Speaker 1: It's it's it's this idea that math is black or
- 9:57Speaker 1: white that sort of bothers me. It's it's it's not
- 10:00Speaker 1: necessarily like statistics are used to lie all the time.
- 10:03Speaker 1: I can massage numbers to make a certain case if
- 10:05Speaker 1: I want to, or the opposite case if I want to.
- 10:08Speaker 1: And what you're describing is three different people have all
- 10:11Speaker 1: the same numbers, but they approached them with different um
- 10:14Speaker 1: weights and measures, and that again, I think that's okay.
- 10:17Speaker 1: But then if you're picking between those three models, like
- 10:19Speaker 1: how do you decide what's the right model? That's that
- 10:21Speaker 1: then you're sort of employing these other things. I think
- 10:24Speaker 1: that I'm talking about, which is the best way I
- 10:28Speaker 1: can describe. Stole this out of the New Yorker. Um
- 10:30Speaker 1: the New Yorker, a guy named Burkhardt Builder wrote a
- 10:33Speaker 1: story about a carpenter named Mark Ellison who was using
- 10:38Speaker 1: a table saw to make a curved cut. Now, if
- 10:41Speaker 1: you know anything about carpentry, table saws are designed to
- 10:43Speaker 1: make straight cuts. That is the purpose of a table saw.
- 10:46Speaker 1: Mark Allison, this master carpenter was using a table saw
- 10:49Speaker 1: to make this intricate curve cut. While talking to Burkhardt
- 10:53Speaker 1: Builder and an apprentice, he wasn't really paying attention to
- 10:56Speaker 1: what he was doing, and Burkhard Builders like, how do
- 10:58Speaker 1: you not have to focus on what you're doing? And
- 11:01Speaker 1: the term that they came up with together was embodied analysis,
- 11:06Speaker 1: which is like almost like muscle memory, but intellectual. And
- 11:11Speaker 1: that that is the case that make is that you
- 11:14Speaker 1: want to be the person who has the best embodied analysis.
- 11:18Speaker 1: The carpenter used the example of Roberto Clemente how he
- 11:22Speaker 1: would turn his back on a on a fly ball
- 11:25Speaker 1: run to the spot where he knew the ball was coming,
- 11:28Speaker 1: turn around and catching, and that sort of deep understanding
- 11:33Speaker 1: of a situation has a value. It doesn't matter, uh
- 11:36Speaker 1: that a model um might run slightly countered your your thinking.
- 11:41Speaker 1: They're like, the model has is a worthy metric and
- 11:45Speaker 1: your experience is a worthy metric. And what I'm saying
- 11:49Speaker 1: is the best decision making comes with a delicate, nuanced
- 11:53Speaker 1: combination of those two things. It's not a black or
- 11:56Speaker 1: white way of thinking. And I used to be you
- 11:57Speaker 1: know this about me. I used to be a very
- 11:59Speaker 1: black and white thing like this is right, and this
- 12:01Speaker 1: is wrong, this is universal and this is not the
- 12:04Speaker 1: world doesn't work like that, and and for me, there's
- 12:07Speaker 1: an advantage to being really smart and good about football
- 12:10Speaker 1: is a great example, Like those models, did they incorporate
- 12:15Speaker 1: anything about stress? Like like the super Bowl is a
- 12:19Speaker 1: different game. So any game analysis that you've done, like
- 12:24Speaker 1: did you look at which guys are going to perform
- 12:27Speaker 1: under pressure or not? That to me is an element
- 12:30Speaker 1: that you need to think about. But did the models
- 12:32Speaker 1: think about that? I don't know. Well, a couple of things.
- 12:35Speaker 1: On that one you would say you were a black
- 12:39Speaker 1: and white thinker. I would just say you were judging too.
- 12:46Speaker 1: I think I think what you're talking about is the
- 12:50Speaker 1: best model ends up becoming a combination of learned experience
- 12:56Speaker 1: and data. Right, It's like, and you wrote about this
- 12:59Speaker 1: in the Look, it's more than trust your gut, um,
- 13:02Speaker 1: it's really maybe trust your eyes. Right obviously, you know
- 13:06Speaker 1: if if if you are if, if you know what
- 13:09Speaker 1: you're talking about, lots of opinions are not valid. They
- 13:13Speaker 1: are dumb, and my gut would be useless in a
- 13:16Speaker 1: lot of situations because I don't have any knowledge, you know,
- 13:20Speaker 1: to to back up my my feeling. What I'm saying
- 13:24Speaker 1: is if you have that experience, if you have watched
- 13:27Speaker 1: a thousand football games, and if you've been on a
- 13:29Speaker 1: thousand football games, that has value. That knowledge has value.
- 13:34Speaker 1: And I think we're we sort of live in a
- 13:36Speaker 1: time when that human element is sort of dismissed as
- 13:40Speaker 1: bad almost like it's it's dismissed as a rational or subjective.
- 13:44Speaker 1: There's all these words that we use to describe that
- 13:46Speaker 1: sort of that little eggs that that humans bring. The
- 13:49Speaker 1: things I'm saying, I'm saying that has some worth. It's
- 13:53Speaker 1: it's it's and especially in the situation like you're talking about,
- 13:56Speaker 1: where everyone's got the same numbers, like what's going to
- 13:58Speaker 1: separate why there's no business book? I could write where
- 14:01Speaker 1: I go. You know what, the best thing you can
- 14:03Speaker 1: do is follow the crowd. Just do what everyone else
- 14:06Speaker 1: is doing. That's the right thing. Like you would think
- 14:08Speaker 1: that was insane, but that's the argument that we have
- 14:10Speaker 1: about analytics all the time, that it's the one right
- 14:13Speaker 1: tool and will always find the right answer. It's it's nonsense,
- 14:19Speaker 1: missing football. Well, you can still turn every Thursday into
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- 15:57Speaker 1: problem called one next up or text next step to
- 16:01Speaker 1: five three three F two in Arizona one eight hundred
- 16:04Speaker 1: gambler or visit vanduel dot com, slash RG in Colorado, Indiana,
- 16:09Speaker 1: New Jersey. In Virginia one eight eight seven eight nine
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- 16:25Speaker 1: seven eight nine, or visit one eight hundred gambler dot
- 16:29Speaker 1: net in West Virginia. You know, it's interesting I mentioned
- 16:36Speaker 1: the Bengals Ram super Bowl. That's a big football game
- 16:39Speaker 1: that happens here in the United States. I know the
- 16:42Speaker 1: Gray Cup is Mike, Yeah, so it's like the Gray Cup.
- 16:45Speaker 1: I guess it's a little bit. It's a little bit
- 16:48Speaker 1: like a combination of sort of the Gray Cup and uh,
- 16:52Speaker 1: the World Juniors Finals, maybe the Tournament of Hearts curling exactly.
- 17:01Speaker 1: The thing that there were so many people who were
- 17:03Speaker 1: betting the Rams. The Rams got the propondents of money.
- 17:06Speaker 1: There were a lot of professional betters who liked the Rams.
- 17:09Speaker 1: The Rams were opened his three and three and a
- 17:11Speaker 1: half point favorites, It went up to four, It got
- 17:13Speaker 1: up to four and a half and five in some places,
- 17:16Speaker 1: and everyone was saying, the reason like the Rams is
- 17:19Speaker 1: because the Bengals wins, we're flukey and there were too
- 17:25Speaker 1: many numbers that we're sort of violating their principles and
- 17:32Speaker 1: what their models said, and in every matchup, the Rams
- 17:36Speaker 1: win head to head. And there were a lot of us,
- 17:39Speaker 1: myself included Simon Hunter, who's professional better, Chris RayBan, Shaan Kroner,
- 17:44Speaker 1: a lot of Action Network experts who watched these games
- 17:49Speaker 1: and thought, sure, but if it's a fluke that happens
- 17:53Speaker 1: twenty out of times over the course of the season,
- 17:57Speaker 1: it's not a fluke, it's how they play. And if
- 18:00Speaker 1: the Bengals only lost three games by more than three points,
- 18:04Speaker 1: there's something happening within the context of those games that
- 18:07Speaker 1: is immeasurable in the overall stats they have to account
- 18:11Speaker 1: for some way. And I think that's a lot of
- 18:13Speaker 1: what you're arguing. That's we're watching the game matters like stats.
- 18:17Speaker 1: Stats can give you if you there's a the other
- 18:22Speaker 1: football soccer Liverpool were built largely by two people who
- 18:28Speaker 1: approached the game very differently. One they have a physicist
- 18:32Speaker 1: named Dr Ian Graham, who literally does not watch the game.
- 18:36Speaker 1: He strictly uses stats. He maintains this database of a
- 18:41Speaker 1: hundred thousand players. He thinks that watching film or watching
- 18:45Speaker 1: the game itself biases him. He doesn't want that. He's
- 18:49Speaker 1: a very It's as sure and analytical approach as you
- 18:52Speaker 1: can get. But you marry that or you marry that
- 18:56Speaker 1: with Jurgen Klopp, who's the manager who as this. He
- 19:01Speaker 1: played the game, he has an instinctual understanding of soccer.
- 19:05Speaker 1: He has a fluid sort of slashing style. He's brought
- 19:09Speaker 1: sort of the speed metal approach to the game, this
- 19:11Speaker 1: really human element to it. And both of those things
- 19:15Speaker 1: combined allowed them to win their first title in thirty years.
- 19:19Speaker 1: One or the other I don't think would have done it.
- 19:22Speaker 1: You're gonna needed that sort of sober second thought that
- 19:24Speaker 1: the analytics gave him. The analytical mind needed that little
- 19:27Speaker 1: what you're talking about, Well, if the numbers if the
- 19:30Speaker 1: numbers on the Bengals seemed like flukes and yet there
- 19:34Speaker 1: was you know how what you said twenty out of like,
- 19:37Speaker 1: then it's not a fluke. At some point it becomes
- 19:39Speaker 1: not an accident. Is how they play, And that you
- 19:42Speaker 1: only get I think from sort of watching the games.
- 19:45Speaker 1: Like statistics are are are can be indicative, but they
- 19:48Speaker 1: don't tell the whole story. Possession is another great stat
- 19:51Speaker 1: soccer that is used all the time. But there's such
- 19:54Speaker 1: a thing is useless possession, Like when you're just passing
- 19:57Speaker 1: it around in the midfield is not particularly construct Fruitful
- 20:01Speaker 1: possession is a very valuable thing, but that requires some
- 20:05Speaker 1: watching of the game to go, oh, that they're actually dangerous.
- 20:08Speaker 1: It's not useless possession, it's dangerous possession. And that's that's
- 20:11Speaker 1: what I'm talking about. Is that sort of well you're
- 20:13Speaker 1: talking about is exactly right, and as it turns out,
- 20:18Speaker 1: what was right. So the Bengals, if you got the Bengals,
- 20:21Speaker 1: it was the right call. I bet the Bengals. Um lies,
- 20:26Speaker 1: damn lies and statistics is what I keep thinking about
- 20:28Speaker 1: whenever you're talking about sort of how statistics can be
- 20:31Speaker 1: used to manipulate things. Also, you mentioned Liverpool. Uh, you'll
- 20:35Speaker 1: be glad to know that I was in l A
- 20:37Speaker 1: last week. On my flight out and on my flight back.
- 20:40Speaker 1: H the two books I was reading were The Eye
- 20:43Speaker 1: Test by Chris Jones and Lyrics by a famous Liverpool
- 20:47Speaker 1: Lean named Paul McCartney. And I spent more time reading
- 20:51Speaker 1: The Eye Test by Chris Jones than Lyrics by Paul McCartney. Um,
- 20:56Speaker 1: even though even though I do take issue with something
- 21:00Speaker 1: in the book, So, uh, this is the whole point.
- 21:07Speaker 1: It's the whole point. You talked about Michael Lewis uh
- 21:10Speaker 1: and Moneyball and sort of the impact that that Moneyball
- 21:12Speaker 1: has had on this sort of concept, right, And for
- 21:16Speaker 1: me like this, what Michael Lewis did is the epicenter
- 21:21Speaker 1: of our business action network doesn't exist if Michael Lewis
- 21:24Speaker 1: isn't writing about moneyball, if he's not capturing how people
- 21:31Speaker 1: are thinking opportunistically about being fans of sports, If the
- 21:35Speaker 1: Internet doesn't exist, if there's not a democratization of data,
- 21:39Speaker 1: if if there's not a perfect storm of all these things,
- 21:42Speaker 1: then all of a sudden, gambling doesn't become as widespread,
- 21:44Speaker 1: it doesn't become as accessible, it doesn't become something that
- 21:47Speaker 1: ultimately is legalized, you know, in many, many states, and
- 21:51Speaker 1: continues to be legalized in more states. Um, you're right
- 21:55Speaker 1: about the movie. I think the scene that you hate
- 21:58Speaker 1: the most in the movie is my favorite scene, which
- 22:00Speaker 1: is when God, Yeah, when Brad Pitt is sitting around
- 22:03Speaker 1: with his scouts and they're all saying, we've got to
- 22:08Speaker 1: you know, they're talking about he's got a good looking girlfriend,
- 22:11Speaker 1: I love his swing, he's a five to a player,
- 22:12Speaker 1: and Brad Pitt is saying, no, we don't have to
- 22:15Speaker 1: replace Jason Giandi, we have to replace this number of hits,
- 22:20Speaker 1: this number of runs, this number of times a guy
- 22:22Speaker 1: gets on base, and let's do that anyway we can.
- 22:26Speaker 1: That's how I think about building a team. And you
- 22:29Speaker 1: hated that part of the part of the movie. I
- 22:32Speaker 1: hated how the Scouts are portrayed. They were pertraders, like
- 22:35Speaker 1: bumbling idiots, uh death. They all at hearing aids, they
- 22:40Speaker 1: were all gray haired, they were combative, who's fabio like
- 22:44Speaker 1: just they were portrayed as complete morons, which is what
- 22:48Speaker 1: the analytics movement has done to like institutional knowledge. Like
- 22:52Speaker 1: if you if you dare say analytics, but you immediately
- 22:57Speaker 1: become moron. You're a BlooDye, you're a heathen, you'r you
- 23:02Speaker 1: believe in fairies. Like it's it's it's an extremely negative
- 23:06Speaker 1: like I've been attacked for what I think by analytics
- 23:09Speaker 1: people and it's aggressive. It's like, and I'm the scouts.
- 23:14Speaker 1: Those scouts found Roberto Clemented, The scouts found Derek Jeter,
- 23:19Speaker 1: those scouts found all the great baby baseball players that
- 23:23Speaker 1: we all grew up loving. That's not an accident. They
- 23:25Speaker 1: weren't lucky. They knew something about baseball was their knowledge, uh, infallible. No,
- 23:32Speaker 1: analytics taught us some really important things like clucke shitting,
- 23:36Speaker 1: Like I I agree that cluck shitting doesn't exist. I
- 23:38Speaker 1: agree that the sacrifice bunt is kind of dumb. You
- 23:41Speaker 1: shouldn't do it. Those are things that analytics taught us.
- 23:44Speaker 1: But all that knowledge, all the stuff that those guys
- 23:48Speaker 1: new in their bones, has the value. So to make
- 23:52Speaker 1: them seem like absolute morons I thought was like an injustice.
- 23:55Speaker 1: So some very smart people and and and we could
- 24:00Speaker 1: use more smart people. I just don't understand why you
- 24:02Speaker 1: would ever limit your perspective to the point where it's like, well,
- 24:06Speaker 1: I know you've seen the game for forty years. I
- 24:08Speaker 1: don't care what you think. That's that's not that's that's
- 24:11Speaker 1: that's ridiculous to me. That's like and we have this
- 24:14Speaker 1: this this, Uh, there's the strain of anti expertise that's
- 24:17Speaker 1: kind of crapt into society. That's really damaged it. Guess
- 24:21Speaker 1: to me, like, I'm I'm getting worked up. My voice
- 24:23Speaker 1: is about to crack. Um you know you see it
- 24:26Speaker 1: with the COVID debates. Oh, I don't trust the experts
- 24:29Speaker 1: because I have access to a computer. Well, they had
- 24:31Speaker 1: access to forty years of knowledge, like, let's rely on
- 24:34Speaker 1: that maybe a little bit. It's just that's why I
- 24:36Speaker 1: didn't like that scene. It just treated them like morons,
- 24:38Speaker 1: but not morals. They were just we're right about everything,
- 24:41Speaker 1: but neither is analytics. It's like, I don't care why
- 24:43Speaker 1: we're arguing. One has to be right and the other
- 24:46Speaker 1: has to be wrong. They can both be right, and
- 24:48Speaker 1: they're especially right when they work together to find the
- 24:50Speaker 1: best answer. So a couple of years last was it
- 24:53Speaker 1: last summer, I don't remember it was right now, it
- 24:56Speaker 1: was the summer or twenty when the pandemic was sort
- 24:59Speaker 1: of in full swing. I wrote a bunch of stories
- 25:02Speaker 1: like this series of stories for Action Network that really
- 25:06Speaker 1: traced the modern movement of sports betting. Started with UM
- 25:12Speaker 1: this guy Charles McNeil who invented the point spread, and
- 25:15Speaker 1: he was a mathematician and a trader in Chicago in
- 25:17Speaker 1: the nineteen thirties, and then went to the development of
- 25:21Speaker 1: sort of um more analytically driven models. And a guy
- 25:25Speaker 1: named Roxy Roxboro who, by the way, UH was a
- 25:30Speaker 1: son of Vancouver and was running a sports book and
- 25:33Speaker 1: sort of some of the Wild West oil trading offices
- 25:39Speaker 1: in Vancouver in the early seventies kind of got run
- 25:42Speaker 1: out of town um, and he moved to Vegas and
- 25:45Speaker 1: was betting and sort of developed this this concept that
- 25:49Speaker 1: he could be a bookmaker to everybody because he was
- 25:52Speaker 1: better at running the numbers, and so people started buying
- 25:56Speaker 1: his numbers on a consultancy basis. So he was the
- 25:59Speaker 1: bookmaker who was feeding the stardust, and he was feeding
- 26:01Speaker 1: books and renals and all that kind of stuff. And
- 26:04Speaker 1: then ended with a guy who was five years old
- 26:09Speaker 1: and a genius math genius who studied you know, computer
- 26:12Speaker 1: science at usc and got into bitcoin and you know,
- 26:17Speaker 1: made millions of dollars betting on sports, and then moved
- 26:19Speaker 1: to Costa Rican is now moving markets, right, And I
- 26:23Speaker 1: spoke to Michael Lewis about it, UM, and I asked
- 26:26Speaker 1: him like, and you comment about this, Is it better
- 26:33Speaker 1: that people can relinquished responsibility for for their decisions because
- 26:38Speaker 1: they've got a model and you have a line. I've
- 26:41Speaker 1: become a professional header. Welcome to my kingdom of doubt.
- 26:48Speaker 1: That's why you make the models so we don't have doubt,
- 26:50Speaker 1: and so we can say we have a handrail on
- 26:52Speaker 1: the roller coaster to hold onto I guess your argument,
- 26:56Speaker 1: Michael Lewis was like, no, it's great we have these.
- 26:58Speaker 1: I'm okay with people really relinquishing responsibility. The models do
- 27:02Speaker 1: the work. You would disagree, Well, I would say the
- 27:05Speaker 1: models give us an illusion of certainty that we find comforting,
- 27:09Speaker 1: but it actually doesn't really exist. And we saw that
- 27:12Speaker 1: with COVID all the time. Because the models predicted certain outcomes,
- 27:18Speaker 1: you interfere with the process in various ways, positively or negatively,
- 27:23Speaker 1: those outcomes change, like the models. You know, I I
- 27:28Speaker 1: go back to and this was in money Ball too,
- 27:30Speaker 1: like and you go to a ninety eightercent chance because well,
- 27:33Speaker 1: that's gonna happen. But two out of one out of
- 27:37Speaker 1: fifty that happens not infrequently. That's one out of how
- 27:43Speaker 1: many times in poker that the one card you don't
- 27:46Speaker 1: want comes on the river? It happens. And so we
- 27:48Speaker 1: have this like the models give us some I don't
- 27:52Speaker 1: know what you want to call it, but it's like this,
- 27:54Speaker 1: this this idea that life is less chaotic than it
- 27:57Speaker 1: really is. And I get the appeal of that, Like
- 28:00Speaker 1: we want to feel like we're in control, Like we
- 28:02Speaker 1: want to feel like we're masters of our own faith.
- 28:06Speaker 1: I don't believe in not planning like I plan. I
- 28:10Speaker 1: also don't believe in ignoring data. I'm not anti science,
- 28:13Speaker 1: but the idea that if this outcome seems likely, then
- 28:17Speaker 1: it's going to happen is really dangerous because then you
- 28:21Speaker 1: don't prepare for the other thing. This is Trump winning
- 28:25Speaker 1: the election, you know, like major consequential things happen all
- 28:29Speaker 1: the time, where we think, well, that's not likely, and
- 28:32Speaker 1: it's unlikely things happen, and so that that's certainty is
- 28:36Speaker 1: like it's a false sense of security. That again I
- 28:40Speaker 1: get we want the comfort because life seems really chaotic
- 28:42Speaker 1: and difficult sometimes, but it's not real. I think it
- 28:46Speaker 1: gives you. It lulls you into this sense that that um,
- 28:52Speaker 1: that things are gonna go the way you think they're
- 28:53Speaker 1: gonna go. And my life has taught me that sometimes
- 28:56Speaker 1: you get plunged in the mouth and then what really happened?
- 28:59Speaker 1: Then then you've you decide who you are, Like those
- 29:01Speaker 1: are the moments when And the idea of abdicating responsibility
- 29:04Speaker 1: in the numbers, I mean, why do we want anyone
- 29:07Speaker 1: to advocate responsibility seems hugely unethical. Well, I don't know
- 29:10Speaker 1: the machine told me to do it. How how mental
- 29:12Speaker 1: would that make you? If someone said if you went
- 29:14Speaker 1: to the bank and you said, well, there's this problem
- 29:16Speaker 1: and they were going, well, the machine decided that was right.
- 29:19Speaker 1: Would make you insane? You like, tell the machine that
- 29:23Speaker 1: is wrong? You know it's so this is this is
- 29:26Speaker 1: a larger debate about the path we're on as a
- 29:29Speaker 1: society and if it's good or bad to be so
- 29:32Speaker 1: removed from each other. And I think it's ultimately bad.
- 29:36Speaker 1: I don't know, brother, there are days I'd love to
- 29:37Speaker 1: addicate responsibility completely. People love it. That's that's why. Because
- 29:42Speaker 1: you can say, well, the model told me to do it,
- 29:44Speaker 1: and you obeyed the math, and the math told me.
- 29:46Speaker 1: I get the idea that you wanted to outside of
- 29:48Speaker 1: your yourself. But it's like it's it's I don't know,
- 29:52Speaker 1: it's not right. It's that you can tell yourself whatever,
- 29:54Speaker 1: lie do you want to tell yourself. But I mean,
- 29:56Speaker 1: look at the game last night, Like that game, if
- 29:58Speaker 1: we really want to break it down on you, analyze
- 30:01Speaker 1: the hell out of it in advance. Other people did
- 30:03Speaker 1: as well. That game really came down to two officiating
- 30:06Speaker 1: calls like that, that element it exists, so you could
- 30:13Speaker 1: plan all you want. Can you plan for officials suddenly
- 30:17Speaker 1: deciding to not make a call that was pretty agree
- 30:19Speaker 1: us and then to make a call that seems soft,
- 30:21Speaker 1: Like those are the that's the that's that game, and
- 30:25Speaker 1: it's like, so everything you put into it came down
- 30:27Speaker 1: to that. That's hard to think about it that way
- 30:29Speaker 1: because you want to think, oh, no, I knew what
- 30:31Speaker 1: I was doing, and I bet the bangals because I
- 30:33Speaker 1: did some smart analysis and you did. But the ultimately
- 30:36Speaker 1: the score line was dictated a lot by two calls
- 30:39Speaker 1: that were pretty random. Uh, you're right. That's also something
- 30:44Speaker 1: that we talked about it in our podcast earlier in
- 30:47Speaker 1: the week, is that at the end of the day,
- 30:49Speaker 1: the officials had a much bigger impact on this game
- 30:52Speaker 1: than they should have. But listen, I I actually love
- 30:56Speaker 1: everything you're sort of advocating for in the book. I
- 30:58Speaker 1: think for anyone who listens to this podcast, which tends
- 31:00Speaker 1: to be people who are looking for answers, looking for
- 31:02Speaker 1: ways to mitigate risk, looking for models and predictions that
- 31:08Speaker 1: help them find a three percent edge instead of being
- 31:12Speaker 1: but being in one of the best sort of moments
- 31:18Speaker 1: in the book for me, and this is what I
- 31:20Speaker 1: want you to answer before we get out of here
- 31:22Speaker 1: is you talked about how the best time for people
- 31:27Speaker 1: to shine is during life storms, right, the idea that
- 31:31Speaker 1: extreme moments are when people are going to outshine the
- 31:36Speaker 1: machines because of their imagination. Give me an example that
- 31:41Speaker 1: you can think of from the sports world when that's
- 31:46Speaker 1: been true. Oh gosh, sports. So in the book, I
- 31:51Speaker 1: talked about you know, weather, literally climate because the models
- 31:55Speaker 1: that we use the forecast weather are less and less
- 32:00Speaker 1: um good at predicting extreme weather because it's the models
- 32:05Speaker 1: I've never seen it before. Um so, like the data
- 32:09Speaker 1: mining or you know, it's basically relies on the future
- 32:13Speaker 1: behaving something like the past, and then climate it doesn't.
- 32:17Speaker 1: The same thing happened, you know, there was wildfires in
- 32:21Speaker 1: California and iPhones weren't capturing how red the skies were,
- 32:25Speaker 1: and people thought it was like this tech conspiracy to
- 32:27Speaker 1: make it seem less bad than it actually was. And
- 32:29Speaker 1: it's just because the algorithm that operates your camera just
- 32:33Speaker 1: didn't understand what it was seeing and it was like, well,
- 32:35Speaker 1: those skies can't be that red. I'm going to correct it,
- 32:38Speaker 1: you know, because it wasn't looking at a volcano it
- 32:40Speaker 1: was trained to know that volcanoes are red. Those guys
- 32:42Speaker 1: generally aren't that red, and so it was fixing a
- 32:44Speaker 1: problem that that was in fact reality. I'm trying to
- 32:48Speaker 1: come up with a good sports example where it's like
- 32:50Speaker 1: where the past did not behave Well, look, you had
- 32:55Speaker 1: one in the book. It might not be about imagination
- 32:57Speaker 1: and pressure, but the whole zero experience I thought was
- 33:03Speaker 1: a great reflection of lack of imagination of what could
- 33:07Speaker 1: happen not you know, I was trying to come up
- 33:12Speaker 1: with a possible Barry Zito was a negative one. Yeah,
- 33:15Speaker 1: because statistically Barry Zito seemed like a lock when when
- 33:18Speaker 1: the Giants signed him, Yeah he was. I know, wins
- 33:22Speaker 1: and losses are sort of fraught, but he was and
- 33:24Speaker 1: eleven when the a score more than three runs. Uh,
- 33:28Speaker 1: he'd never had an injury. He projected to be better
- 33:34Speaker 1: than Hall of Fame pictures and almost every category if
- 33:37Speaker 1: you follow the stats. Uh. And what this was This
- 33:41Speaker 1: was one of the times when I really started thinking
- 33:43Speaker 1: about what I believe in because I would have these
- 33:46Speaker 1: arguments with people about Barry Zito, who I knew as
- 33:48Speaker 1: a human being that spent a lot of time with him,
- 33:52Speaker 1: and I think he was damaged by the contract itself
- 33:55Speaker 1: when he signed with the Giants record contract, and I
- 33:58Speaker 1: think Barry it was a pretty sensitive soul, just just
- 34:04Speaker 1: took on too much weight and it screwed up how
- 34:06Speaker 1: he picked. Because the way he picked, he talked about
- 34:10Speaker 1: being an instrument that the universe played. You just let
- 34:12Speaker 1: it flow through you, you know that flow state, and
- 34:15Speaker 1: you you don't think about what you're doing. He talked
- 34:18Speaker 1: about being consciously something, you know, working in your subconc
- 34:21Speaker 1: consciously working in your subconscious like a like flipping a
- 34:24Speaker 1: switch and just turning everything off. And the contract made
- 34:28Speaker 1: it impossible for him to do that because now there's
- 34:30Speaker 1: all this outside influence and pressure and analytics. Guys were like, well, no,
- 34:34Speaker 1: there's more foul territory in Oakland than San Francisco, so
- 34:38Speaker 1: we didn't get those foul ball outs. I'm like, that's
- 34:41Speaker 1: not That can't be the whole answer to why berries
- 34:43Speaker 1: you don't fell off a cliff as soon as he
- 34:45Speaker 1: moved over to the Giants, Like, foul territory at home
- 34:48Speaker 1: is one small factor, and it's just the idea that
- 34:51Speaker 1: he that the contract might damage him never entered the
- 34:54Speaker 1: conversation and never entered the conversation from the giant's perspective,
- 34:58Speaker 1: It never entered berries thinking until that happened, his agents thinking,
- 35:01Speaker 1: of course, he wants the biggest contract. Like when Barry
- 35:04Speaker 1: found out about the contract, he was out with a
- 35:06Speaker 1: friend having sushi and sashimi and he choked, you know,
- 35:10Speaker 1: Scott Boris text them the numbers and and and he
- 35:13Speaker 1: choked on his fish. And I'm like, that matters, That matters,
- 35:18Speaker 1: And so I think when you're signing that's a great example. Actually,
- 35:21Speaker 1: when you're signing a player, like will this contract change
- 35:25Speaker 1: how he plays? Will it add pressure to him? Or
- 35:28Speaker 1: will it make him rise to greatness? And that the
- 35:30Speaker 1: numbers won't help you there. That's when you come down
- 35:33Speaker 1: and talking to someone and go on, what kind of
- 35:35Speaker 1: person is this? Is he gonna rise to the occasion
- 35:37Speaker 1: or is he gonna choke? And that's, you know, a
- 35:40Speaker 1: super interesting debate that I think you can't really answer
- 35:45Speaker 1: with a spreadsheet. That comes down to being in a
- 35:48Speaker 1: room with somebody or watching how they play, or watching
- 35:51Speaker 1: them in moments of stress. And it's it's that for me,
- 35:54Speaker 1: is that like that three percent you're talking about, that
- 35:56Speaker 1: that and of course retroactively you can go. Of course Barrios,
- 36:00Speaker 1: it was gonna fall off a cliff. Of course that
- 36:02Speaker 1: contract was gonna screw with his head. I mean, but
- 36:05Speaker 1: we didn't see it at the time, and that's that's Yeah,
- 36:07Speaker 1: that is a good example of negat I'm trying to
- 36:08Speaker 1: come up with a positive one where where you know,
- 36:13Speaker 1: like Bryson the Shambo and golf is really interesting to
- 36:15Speaker 1: me because he's playing in a different way and they
- 36:18Speaker 1: keep trying to tweak the game to mass with him
- 36:21Speaker 1: and um, and it's it's like they don't want what
- 36:24Speaker 1: he's doing, and that that sort of give and take,
- 36:28Speaker 1: like Canny survived golf screwing with him is sort of
- 36:31Speaker 1: a really interesting thing for me to watch because he's
- 36:34Speaker 1: pure analytics. Basically, Yeah, you're right about this book, like
- 36:38Speaker 1: he is going to completely reimagine and we've talked about
- 36:41Speaker 1: this in action. Jason Sobel has written about it really well,
- 36:44Speaker 1: like completely reimagine how he's going to swing the club
- 36:49Speaker 1: and what it is important to him, which is basically
- 36:53Speaker 1: hit the ball as far as you fucking can. Yeah,
- 36:56Speaker 1: he's changed what Matt, how what matters. It's not your store,
- 37:00Speaker 1: it's your boss. Speed is your swing. Speed is your
- 37:02Speaker 1: and and golf doesn't like it. And so you know,
- 37:06Speaker 1: there's an interesting thing happening with Bryson right now. We're golf.
- 37:10Speaker 1: The golfers themselves voted to ban green reading books, like
- 37:14Speaker 1: the books that had these beautiful laser red maps of
- 37:17Speaker 1: every green they played and they were perfectly legal. Bryson
- 37:20Speaker 1: used them all the time to figure out lines, because
- 37:24Speaker 1: Bryson was good at Bryson has a literal chart that
- 37:28Speaker 1: he consults. This is the this is the distance, this
- 37:31Speaker 1: is the slope, this is the blind, this is how
- 37:33Speaker 1: hard I hit it. And he knows, you know, he
- 37:36Speaker 1: can control how hard he hits it. But the line
- 37:38Speaker 1: reading was a big advantage to him. It helped them,
- 37:41Speaker 1: and they took it away, and they took it away.
- 37:44Speaker 1: It's like a pretty purposeful rebuke of how he plays
- 37:47Speaker 1: the game. Like, yeah, they took it away from everybody,
- 37:49Speaker 1: but it's it's really gonna mess with Bryson, like I
- 37:52Speaker 1: think you could. This year is going to be really
- 37:54Speaker 1: interesting to watch it because you know, he built this
- 37:57Speaker 1: system that now no longer can be used. And that's life.
- 38:01Speaker 1: That's life. This is Rice is also in a way
- 38:04Speaker 1: the argument against pure analytics because I can always mess
- 38:07Speaker 1: with the system a little bit and then what now?
- 38:11Speaker 1: And that's I guess the book. The book is basically
- 38:14Speaker 1: how do you succeed when you get asked what now?
- 38:17Speaker 1: And for me, the answer isn't always numbers. Sometimes you
- 38:21Speaker 1: just gotta be an awesome person. That's a lovely sentiment
- 38:25Speaker 1: to end it on. Chris, I hope the book is hopeful.
- 38:30Speaker 1: I hope it is. Hopefully it's totally people. People should
- 38:35Speaker 1: read it. It's a great book because there is like
- 38:39Speaker 1: not even in sports, right you mentioned in polling in
- 38:45Speaker 1: COVID in the way the economy is being discussed in sports.
- 38:50Speaker 1: That really is the reason we want to be here
- 38:52Speaker 1: and the thing that we want to escape from the
- 38:55Speaker 1: COVID and the economy and the politics and the environment, um,
- 39:00Speaker 1: all of which are sort of discussed in the book. Uh.
- 39:04Speaker 1: Like this helps us find clarity when we're looking for
- 39:08Speaker 1: new ways to be fans. And for that reason alone,
- 39:13Speaker 1: I would say everyone go by the eye test. A
- 39:18Speaker 1: Case for Human Creativity. Emphasis on the Creativity in an
- 39:23Speaker 1: Age of Analytics by multiple National Magazine Award winner Chris Jones.
- 39:30Speaker 1: Thank you, chat that's lovely to hear your boys, and
- 39:32Speaker 1: thank you for your earlier patriot Nation in my career.
- 39:34Speaker 1: No matter to love whatever. Man, you don't even mention
- 39:36Speaker 1: it in the book. It's like kind of weird it
- 39:40Speaker 1: did it didn't matter. It helped a lot of my thinking,
- 39:43Speaker 1: helped a lot of my thinking. Okay, thanks, all right.
- 39:47Speaker 1: I want to thank Chris Jones, brilliant writer, wrote an
- 39:50Speaker 1: amazing book called The Eye Test. Also want to remind
- 39:55Speaker 1: everybody I talked a little bit about this in the
- 39:57Speaker 1: podcast on Monday, the Super Bowl review. Sign and I
- 40:00Speaker 1: have gotten a lot of questions about how we'll handle
- 40:03Speaker 1: the show now that NFL season is over. Don't worry.
- 40:06Speaker 1: We will still be here every Tuesday and Thursday. We'll
- 40:10Speaker 1: cover everything that matters in the NFL off season, the combine,
- 40:14Speaker 1: the draft, free agency, all of it. It is a huge,
- 40:18Speaker 1: huge part of what we're going to continue to do.
- 40:20Speaker 1: We'll also cover NFL betting one of one educational stuff.
- 40:23Speaker 1: We'll talk about how Simon uses gametape, how he builds
- 40:26Speaker 1: his models. We finally have time for all that stuff. Honestly,
- 40:30Speaker 1: the podcast got so big so fast. We were always
- 40:33Speaker 1: in the midst of covering games and talking about games,
- 40:35Speaker 1: and people have a ton of questions, so we want
- 40:36Speaker 1: to get to those, but the gambling season is never over.
- 40:39Speaker 1: That's why we're going to talk about all the stuff
- 40:41Speaker 1: we love betting on between now in the summer, including
- 40:43Speaker 1: NBA March Madness, Oscars Masters, all that good stuff. Stay tuned,
- 40:49Speaker 1: it's going to be a ton of fun between now
- 40:53Speaker 1: an NFL training camp. I love you, no