WEBVTT

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How often do you rely on a gut feeling when you're

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trying to predict how something is going to turn

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out? Oh, constantly. We all do it. Right. I mean,

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we do it all the time. You're watching a game

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and you just confidently declare which team is

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going to win the championship based purely on,

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well, on the fact that they just look like winners.

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Yeah. Or they have that that mysterious momentum.

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Exactly. Momentum. And for decades, that highly

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subjective, intuition heavy approach paired with

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some. frankly, very rigid traditional ranking

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systems. That was exactly how we predicted outcomes

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in sports. It was the only way, really. But today

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we are going to look at how a purely quantitative

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math -based approach completely dismantled that

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mindset. specifically in the world of men's college

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basketball. Which is a massive paradigm shift.

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Honestly, when you look at the evolution of how

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we process information, this isn't just a sports

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story. No, not at all. It's a prime example of

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data synthesis and critical thinking in an era

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where we are constantly drowning in information

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overload. Well said. So the source material we're

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working from today is a Wikipedia article detailing

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the Pomeroy College basketball ratings. Better

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known to most people as Ken Palm. Ken Palm. Exactly.

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And our mission for this deep dive is to unpack

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how a totally free online rating system revolutionized

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predictive modeling, how it disrupted the establishment

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and managed to capture the attention of the highest

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levels of mainstream media. We're essentially

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looking at the jump from niche internet math

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to a foundational analytical tool. Right. We're

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exploring how someone looked at an established

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accepted system, realized it had massive blind

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spots, and then used objective math to cut through

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all that noise to find a more accurate reality.

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Okay, let's unpack this. Let's start with the

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origins and the math behind the madness. Sure.

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So we're looking at predictive ratings for American

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men's college basketball. And these are published

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by Ken Pomeroy. Hence the name Ken Palm. Right.

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But the most striking thing about this, especially

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if we go back to its early days, is the presentation.

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Oh, it's so bare bones. It really is. He publishes

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these completely free of charge online at KenPalm

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.com. And if you visit the site, the logo is

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just. brilliantly understated. It's literally

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just the text of the URL. Exactly. It's literally

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just the logo of the website itself. No flashy

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graphics. No aggressive branding. None of that.

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It's just a wall of data. And he first started

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publishing these ratings way back in 2003. Man,

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2003. That is, I mean, that's the dark ages for

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mainstream sports analytics. Totally different

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landscape. But he wasn't just throwing random

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numbers on a wall to see what stuck. There was

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a very specific mathematical engine powering

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the entire system. Yes. Our source notes that

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his sports rating system is based on something

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called the Pythagorean expectation. Though Pomeroy

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makes some of his own specific adjustments to

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it. Right. He had to tweak it for basketball.

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Yeah, because if you follow sports analytics,

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you probably know that the Pythagorean expectation

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originally comes from baseball. Bill James, right?

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Yep. It essentially takes runs scored and runs

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allowed, runs them through an exponent, and spits

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out an expected winning percentage. So Pomeroy

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adapted this for college basketball. Right. He

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transitioned it to points scored versus points

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allowed. And the fundamental logic here is that

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a team's win -loss record doesn't always tell

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the truth about how good they actually are. That's

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the core of it right there. Because a win -loss

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record is heavily influenced by luck. The sequence

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of games. Or winning several close one possession

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games that could have easily gone the other way.

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Exactly. A bad call by a ref, a lucky bounce.

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The Pythagorean expectation strips all that away.

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It calculates what your winning percentage should

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be based on your fundamental underlying efficiency.

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It's looking under the hood. It really is. It

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asks, based on the core mechanics of how you

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are outscoring your opponents or being outscored,

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what is your true baseline level of performance?

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Right. And then Pomeroy added his own adjustments.

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He factored in things like the pace of play to

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make it highly specific to the college basketball

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environment. So it basically separates the signal

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from the noise. Precisely. Like you might have

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a team that is 10 -0, but they won every single

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game by a single point against totally mediocre

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competition. They look great on paper. Right,

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but they're creeping by. Then you have a team

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that is 7 -3, but their three losses were on

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crazy last -second shots, and their seven wins

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were absolute 30 -point blowouts. Right. And

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traditional metrics might rank that 10 -0 team

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much higher. But the Pythagorean expectation

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looks at the point differentials and identifies

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the 7 -3 team as the inherently stronger squad

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moving forward. What's fascinating here is that

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this mathematical approach wasn't just an isolated

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experiment. How so? Well, there's a broader lineage

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of advanced analytics converging at this exact

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time. Our source points out that variations of

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this Pythagorean expectation are also used in

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basketball by noted statisticians like Dean Oliver

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and John Hollinger. Oh, right. Dean Oliver essentially

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wrote the book on basketball on paper, and John

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Hollinger created the player efficiency rating

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for the NBA. the per exactly so when you see

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a pattern of analytical minds independently utilizing

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similar mathematical models to evaluate a game

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it validates the methodology it proves it's not

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just a fluke exactly it demonstrates that beneath

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the chaos of a live basketball game the bad referee

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calls, the lucky bounces off the rim, there is

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a measurable mathematical pulse that dictates

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long -term success. Which brings us to the actual

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results of all this math, because, you know,

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having a theory is one thing, but proving it

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works is another. The proof is in the pudding.

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Here's where it gets really interesting. We have

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a source from a 2011 article in the New York

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Times. Specifically, it was written by Nate Silger

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on his FiveThirtyEight blog. Oh, Nate Silger,

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yeah. A heavy hitter in the analytics world.

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Definitely. And in this article, Silver noted

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that the Pomeroy College basketball ratings boasted

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a massive 73 % success rate. 73%. In college

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basketball, that is a highly significant figure.

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Let me play devil's advocate for a second, though.

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Go for it. 73 % means the model is getting it

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wrong 27 % of the time. True. It's missing more

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than one in four games. If I took my car to a

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mechanic and he fixed it 73 % of the time, I'd

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find a new mechanic. Yeah, fair point. So why

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was the sports analytics community looking at

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a 73 % success rate and treating it like a complete

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revolution? Because you have to consider the

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baseline of the environment you're operating

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in. Yeah. College basketball is inherently chaotic.

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Pure chaos sometimes. You're dealing with 18

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to 22 -year -old kids playing in highly emotional

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environments where variance is just massive.

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100 % success rate is mathematically impossible.

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Right. In predictive modeling, whether you're

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looking at sabermetrics in baseball or the ELO

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family of ratings like GLICO or DWZ used in chess,

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you are measuring yourself against the prevailing

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standard. not against absolute perfection. Ah,

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okay. And the prevailing standard at the time

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was the RPI. The infamous RPI. Yes. The source

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explicitly notes that Pomeroy's 73 % success

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rate was 2 % better than the traditional rating

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percentage index, or the RPI. Which was huge.

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Right, because the RPI was the entrenched official

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standard used by the NCAA Tournament Selection

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Committee for decades. It was the absolute goliath

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of college basketball metrics. It was gospel.

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And this raises an important question. To understand

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why a 2 % edge is an earthquake in predictive

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modeling, we have to look at how the RPI actually

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functioned and why Pomeroy's system exploited

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its flaws. Let's break that down. So the RPI

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was entirely based on winning percentage, your

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opponent's winning percentage, and your opponent's

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opponent's winning percentage. That is it. It

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only looked at who won and who lost. Exactly.

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It completely ignored the margin of victory.

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Which is a massive blind spot. A fatal flaw.

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Think about it. If Team A beats a top -tier opponent

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by 40 points, and Team B beats that same opponent

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by one point in overtime after a terrible referee

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call... The RPI treated both of those outcomes

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as exactly identical. Yes. It registered as a

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win against a strong opponent for both teams.

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No distinction. But Ken Palm's adjusted Pythagorean

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math factored in the efficiency and margin of

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that game. It recognized that Team A was fundamentally

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dominant, while Team B was really fortunate.

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So by capturing that nuance, Pomeroy squeezed

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out an extra 2 % of predictive accuracy over

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the institutional standard? Precisely. And in

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the world of win probability and sports rating

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systems, 2 % is everything. You know, a 2 % edge

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over the RPI might sound like a rounding error

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to someone completely outside of analytics. But

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I want you to think about this in the context

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of your own life or profession. It applies everywhere.

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It really does. I know from personal experience,

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I used to lose my office bracket pool every single

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year because I relied on those traditional metrics.

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You and millions of others. I would pick a team

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with a shiny 30 -2 record because they look like

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winners on it. completely ignoring that they

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were barely squeaking by inferior teams. The

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classic trap. And then I'd lose to the one guy

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in the office who just blindly followed efficiency

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data. That 2 % edge in predictive modeling changes

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the whole game. In finance, a trading algorithm

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that is 2 % more accurate than the market standard

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generates billions of dollars. In sports betting,

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a 2 % edge is the difference between going bankrupt

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and owning the casino. It compounds over time.

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It really does. But, you know, when you have

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a grassroots math -based system outperforming

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the traditional official index, how does the

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establishment react? Usually not well. Right.

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The RPI was safe. It was institutional. The Pomeroy

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ratings represented a disruptive innovation that

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fundamentally challenged the established criteria

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for evaluating team performance. And historically,

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large institutions do not like being told their

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legacy systems are flawed by a guy running a

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free website. They usually fight it tooth and

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nail. They do. But what makes this story unique

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is a transition from niche math to a mainstream

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media phenomenon. The establishment ultimately

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surrendered to the data. They had no choice.

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By the 2010s, this predictive model completely

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broke out of the math nerd bubble and staged

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a full media takeover. The adoption rate among

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traditional journalists was staggering. Our source

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lists the specific diverse outlets where Pomeroy

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is routinely mentioned or interviewed. And the

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list shows just how widespread his influence

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really became. It wasn't just blogs anymore.

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No. We are talking about ESPN's College Basketball

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Nation blog. We are talking about SB Nation,

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Basketball Prospectus. The big online players.

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Right. But also local and regional papers like

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the Topeka Capital Journal. Mediate covered him.

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And the one that really signals a major shift.

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shift. The Wall Street Journal's daily fix column.

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That is the one. The jump from sports blogs to

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the Wall Street Journal is the critical moment

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in this story. It's a totally different audience.

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Exactly. When Carl Bialik at the WSJ writes columns

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detailing Ken Pomeroy's mathematical approach

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to a tournament bracket, it proves the respect

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for this data had transcended sports. It moved

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into the realm of respected statistical analysis.

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Right. The financial sector understands the value

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of a 2 % predictive edge better than anyone.

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So they immediately recognized the rigor of his

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methodology. And he didn't just remain an external

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source that journalists occasionally quoted.

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He gained true insider status. He became part

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of the machine. The source points out he became

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a contributing writer for ESPN's insider feature.

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His rating system became a standard citation

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in major legacy newspapers like the New York

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Daily News. It's an incredible trajectory. He

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went from a guy tweaking baseball formulas for

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college hoops in 2003 to the definitive authority

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that the entire sports media apparatus relied

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upon. We really need to contextualize why the

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media shifted so aggressively toward his model,

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too. Because for decades, sports media was built

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almost entirely on narrative. Oh, pure storyline.

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Broadcasters and journalists rely. it on the

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eye test. They'd talk about which team wanted

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it more, who had the hot hand, or which coach

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just knew how to win in March. Lots of cliches.

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But as advanced analytics became more accessible

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to the public, those narrative -driven journalists

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started getting exposed. Because readers could

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just pull up a spreadsheet and prove the columnists

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wrong. Exactly. When a legacy columnist claims

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a team is a powerhouse because of their winning

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culture, but a guy on a blog points out their

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adjusted offensive efficiency is ranked 150th

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in the country, and they are mathematically due

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for a regression. The audience notices who ends

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up being right. They do. So to maintain their

00:12:51.779 --> 00:12:54.320
credibility, the mainstream media had to adapt.

00:12:55.100 --> 00:12:58.259
When the New York Daily News or ESPN cites Ken

00:12:58.259 --> 00:13:00.840
Palm, they are signaling to their audience that

00:13:00.840 --> 00:13:03.740
they are prioritizing objective data over pure

00:13:03.740 --> 00:13:06.740
subjective opinion. It elevated the entire discourse

00:13:06.740 --> 00:13:09.059
of college basketball analysis. It proved that

00:13:09.059 --> 00:13:11.840
audiences actually crave deeper empirical insights

00:13:11.840 --> 00:13:14.559
rather than just relying on the same old barroom

00:13:14.559 --> 00:13:16.759
debate talking points. So what does this all

00:13:16.759 --> 00:13:19.340
mean? We started by looking at a completely free

00:13:19.340 --> 00:13:22.159
website launched back in 2003. Very humble beginnings.

00:13:22.519 --> 00:13:25.279
We saw how a single individual took a foundational

00:13:25.279 --> 00:13:28.120
mathematical concept. The Pythagorean expectation

00:13:28.120 --> 00:13:30.730
tweaked it. and applied it to college basketball

00:13:30.730 --> 00:13:34.169
to identify a team's true underlying efficiency

00:13:34.169 --> 00:13:37.190
rather than just looking at their basic win -loss

00:13:37.190 --> 00:13:39.720
record. Stripping away the luck. Right. We discussed

00:13:39.720 --> 00:13:42.399
how this rigorous, data -driven approach achieved

00:13:42.399 --> 00:13:46.340
a 73 % success rate, outperforming the NCAA's

00:13:46.340 --> 00:13:49.779
deeply entrenched RPI by a crucial 2%. That vital

00:13:49.779 --> 00:13:52.559
2%. And finally, we tracked how that undeniable

00:13:52.559 --> 00:13:55.919
accuracy forced a media revolution, turning his

00:13:55.919 --> 00:13:58.299
independent ratings into a mandatory analytical

00:13:58.299 --> 00:14:01.600
tool for everyone, from dedicated sports blogs

00:14:01.600 --> 00:14:04.100
to the Wall Street Journal. If we connect this

00:14:04.100 --> 00:14:06.600
to the bigger picture, the core lesson is really

00:14:06.600 --> 00:14:09.379
about the power of challenging. the default metric.

00:14:09.539 --> 00:14:12.700
Yeah. The RPI was the default for decades simply

00:14:12.700 --> 00:14:14.580
because it was the way things had always been

00:14:14.580 --> 00:14:17.379
done. But it was inherently flawed. Deeply flawed.

00:14:17.620 --> 00:14:20.179
Pomeroy proved that progress doesn't always require

00:14:20.179 --> 00:14:22.559
inventing something entirely from scratch. Yeah.

00:14:22.879 --> 00:14:25.120
Sometimes it just requires applying a better,

00:14:25.159 --> 00:14:27.379
more analytical perspective to the data we already

00:14:27.379 --> 00:14:29.860
have. Just looking at it differently. Exactly.

00:14:29.860 --> 00:14:31.759
It shows that no matter how entrenched the system

00:14:31.759 --> 00:14:34.419
is, objective accuracy will eventually win out

00:14:34.419 --> 00:14:36.580
over tradition. And that leaves us with a final

00:14:36.580 --> 00:14:39.320
thought for you to ponder on your own. We've

00:14:39.320 --> 00:14:42.379
seen what happens when one person applies a tweaked

00:14:42.379 --> 00:14:44.960
mathematical concept to a traditional index and

00:14:44.960 --> 00:14:47.799
completely reshapes mainstream analysis by finding

00:14:47.799 --> 00:14:51.240
just a 2 % edge. A small but mighty edge. Look

00:14:51.240 --> 00:14:53.639
at your own industry or your own daily workflows.

00:14:54.080 --> 00:14:56.559
What established metrics are you currently using

00:14:56.559 --> 00:14:59.080
that are just blindly accepted as the standard?

00:14:59.340 --> 00:15:01.919
What is your profession's version of the RPI?

00:15:02.000 --> 00:15:04.240
And what data -driven adjustment could you make

00:15:04.240 --> 00:15:06.340
to uncover the real truth hidden beneath the

00:15:06.340 --> 00:15:08.629
surface? Thank you for joining us as we... explored

00:15:08.629 --> 00:15:10.990
this shift from intuition to analytics. Keep

00:15:10.990 --> 00:15:12.929
questioning the numbers, look for the margins,

00:15:13.049 --> 00:15:15.210
and we will see you next time for another deep

00:15:15.210 --> 00:15:16.370
dive. Take care.
