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Jeff Ma

Jeff Ma

Engineer

Oct 23, 2026

40:18
i agree with that so let me before we get to football the world series starts today they are the two best teams in their respective leagues they it is the correct world series it doesn't mean anybody's going to watch it but it's the correct world series milwaukee is at home for four games and if we need them um you know tampa bay is at home for three uh who's the world series favorite and who do you like in that
Jeff Ma
Jeff MaGUEST
40:44
I mean, the Brewers are the favorites slightly.
Jeff Ma
Jeff MaGUEST
40:47
I think they're minus like 160, which means like you would need to bet $160 to win 100 on Milwaukee.
Jeff Ma
Jeff MaGUEST
40:55
And yeah, I mean, I think they probably should be the favorites.
Jeff Ma
Jeff MaGUEST
40:59
I don't think I would bet them at that number.
Jeff Ma
Jeff MaGUEST
41:02
I think I would probably bet Tampa just because I do think it's more of a toss-up than people think, obviously.
Jeff Ma
Jeff MaGUEST
41:09
Um, Mizrowski's amazing and the ability to throw him out there is, is, you know, is, is the probably one trump card that's out there.
45:19
Okay.
43:21
What's the turnaround like? You're, this is a Drake-made turnaround, Jeff.
Jeff Ma
Jeff MaGUEST
43:25
[laughs] Uh, yeah.
Jeff Ma
Jeff MaGUEST
43:27
No, I mean, like I said, it's, it's worrying, but, you know, over, over time, you just hope that, uh, you win more than you lose, and you can't get over- you can't overreact to any kind of short-term numbers.
Jeff Ma
Jeff MaGUEST
43:38
You know, like the, all the touts out there, they always, like, talk about their record over the last 10 games or five games or whatnot.
Jeff Ma
Jeff MaGUEST
43:46
You just hope that over the course of the season that you do well.
Jeff Ma
Jeff MaGUEST
43:49
And I, I think, like, once, you know, we've gotten to know some of these teams and what they're doing, and, and definitely college has been, has been better than the pros.
Jeff Ma
Jeff MaGUEST
43:58
It always seems like it's easier to predict college than the pros.
45:08
They beat Seattle in Seattle, and I wonder, is there anything o- on letdowns? You know, after some team has a really big win, do you bet against them? Do you say that they'll continue to ride it out like New England did when they beat Buffalo and then won again? Or do you say, "No, no, no, get off them"?
39:08
I don't.
Jeff Ma
Jeff MaGUEST
39:10
Um, yeah, I mean, I don't, I don't think we quite know, and then I think that, you know, a quarter in the season, you have to balance what you believed going into the season with, um, what you've seen so far.
Jeff Ma
Jeff MaGUEST
39:23
I think the, the challenge right now is being able to, you know, have the, the art of mixing up those two to figure out which are...
Jeff Ma
Jeff MaGUEST
39:32
You know, obviously, coming into the season, everyone thought, uh, the Rams, thought Seattle.
Jeff Ma
Jeff MaGUEST
39:38
Um, the Rams have had some injuries.
Jeff Ma
Jeff MaGUEST
39:40
Uh, Seattle's performed pretty well.
Jeff Ma
Jeff MaGUEST
39:42
The Rams had, you know, the, the, the gaff early on, um, with the travel.
40:26
What does that say to you?
34:34
Mm-hmm.
Jeff Ma
Jeff MaGUEST
34:34
You know, we saw Mark Mariota, I think we said it was only a few points, and we saw, uh, even, even, you know, Keenum, who hadn't played in a while, and, uh, with, with six points.
Jeff Ma
Jeff MaGUEST
34:44
And, uh, you know, I, I, I think that the people tend to overreact to these things, and last week the results would make you indicate...
Jeff Ma
Jeff MaGUEST
34:53
You know, obviously it's a small sample size.
Jeff Ma
Jeff MaGUEST
34:56
Um, but I do think that we're probably overreacting to quarterback changes in many of these cases, especially in cases where we have really good systems.
Jeff Ma
Jeff MaGUEST
35:04
Like Ben Johnson has a really good system in place.
Jeff Ma
Jeff MaGUEST
35:07
We know Mariota has, has played b- very well before as a backup.
35:49
Now that we're into the second series, what is the betting going on? Are people betting on the overall to win the World Series? Are they betting on the Dodgers, or are they, or, or is everybody sort of running to a hot team like San Diego?
48:22
Okay.
Jeff Ma
Jeff MaGUEST
48:24
I'm going to take the Jameis Winston Giants minus the two over the Titans.
Jeff Ma
Jeff MaGUEST
48:30
Relatively short line.
Jeff Ma
Jeff MaGUEST
48:32
You know, Giants, again, that difference, the market is telling you that difference is not big as you would think.
Jeff Ma
Jeff MaGUEST
48:39
And, you know, I think the Giants have a better team all around.
Jeff Ma
Jeff MaGUEST
48:44
And, you know, you're still getting Cam Ward, who has not shown us too much yet.
Jeff Ma
Jeff MaGUEST
48:48
So I will take the Giants there.
50:20
And who's on Bet the Process this week?
37:27
[laughs]
Jeff Ma
Jeff MaGUEST
37:27
But besides that, I, I learned, uh...
Jeff Ma
Jeff MaGUEST
37:30
I mean, I think, you know, the, early in the NFL there are, uh, different ways to look at games.
Jeff Ma
Jeff MaGUEST
37:38
Obviously, uh, there's lots that changes, and I think the biggest thing I would say is that you have to, um, adapt to, to what you learn quickly and figure out, like, is this signal or noise? I mean, I think one of the interesting things last week is that Rams-Niners game, and everyone kind of looking at it, uh, before in terms of understanding, like, what the best way to manage that game was from a-
39:01
[laughs]
Jeff Ma
Jeff MaGUEST
39:02
Uh, I do wanna give him his flowers.
Jeff Ma
Jeff MaGUEST
39:05
I did, I was out of it la- yeah, last week and forgot to mention, you know, obviously, like, very thankful for the gift he gave.
Jeff Ma
Jeff MaGUEST
39:13
Um, you know, but I, I do wanna correct some things.
43:02
For a, somebody who likes to gamble, is this the most frightening week, or somehow can you convince me, no, no, no, no, this is the week where you make all the money?
Jeff Ma
Jeff MaGUEST
43:13
Uh, I, I don't think this is the week that you make all the money, because I think there's a lot of uncertainty.
Jeff Ma
Jeff MaGUEST
43:19
Um, you know, people, especially on the college level, and, and one of the things that Rufus and I have been talking about is, like, getting models that are much more player-based, and at the college level, trying to understand impact of things like coaching, um, the transfer portal, the talent, all that kind of stuff.
Jeff Ma
Jeff MaGUEST
43:38
Like, Rufus has talked about how he's done a lot of work this year on understanding the impact of coaching and of separating out the different pieces of coaching.
Jeff Ma
Jeff MaGUEST
43:49
This is at the college level we're talking about, where, you know, now the rules are such that, you know, you're bringing in all these, all these guys that are-
44:37
Yeah
Jeff Ma
Jeff MaGUEST
44:38
... uh, big thing Cignetti does is he really gets these guys to improve while he's there.
Jeff Ma
Jeff MaGUEST
44:42
So it's, it's, uh, it's, it's, um, it's in, been an interesting study.
40:08
Member, guest, all the time.
Jeff Ma
Jeff MaGUEST
40:10
Yeah.
Jeff Ma
Jeff MaGUEST
40:11
You, you, you sort of have, uh, rules where depending on how you do in the Calcutta, you win a percentage of the overall pot.
Jeff Ma
Jeff MaGUEST
40:20
And, you know, like, in the Calcuttas that we do for the majors, the golfer that wins the whole thing gets about 19% of the overall pot, and there's also all sorts of bets, like who has the best score on day one, who has the worst score on day one.
Jeff Ma
Jeff MaGUEST
40:36
That makes a, you know, a percentage of the pot, 1%.
Jeff Ma
Jeff MaGUEST
40:40
And so, uh, you auction off every golfer.
Jeff Ma
Jeff MaGUEST
40:43
In the case of the majors, we do every golfer the top 50, and then we do the rest in lots of about five.

10 MINS LATER

50:46
Sure
20:38
Yeah.
Jeff Ma
Jeff MaGUEST
20:38
It's, it's one game.
Jeff Ma
Jeff MaGUEST
20:39
There's no spread, all that kind of stuff.
Jeff Ma
Jeff MaGUEST
20:41
So, uh, yeah, I mean, I, I think doing brackets is fun.
Jeff Ma
Jeff MaGUEST
20:45
Um, it's definitely not something that I would do to try to make money.
Jeff Ma
Jeff MaGUEST
20:48
We, we actually do these things called Calcutas, which are much more, um, analytical.
Jeff Ma
Jeff MaGUEST
20:54
The...

9 MINS LATER

29:57
They are the number one team in the country now." That's how I felt.
45:12
Right.
Jeff Ma
Jeff MaGUEST
45:13
And then a kind of an interesting one is they have a prop bet, how many players, uh, attempt to pass, and it, it's always two and a half, where if you bet the over, you actually have to, like...
Jeff Ma
Jeff MaGUEST
45:25
You, you get paid to bet the over, meaning, like, you get two to one or, or whatnot odds.
Jeff Ma
Jeff MaGUEST
45:29
We think this is priced poorly because n- neither of these teams really have someone that you would naturally think about.
Jeff Ma
Jeff MaGUEST
45:35
Cooper Kupp is the only person on that team that's as a position player, and the Patriots really have had no one.
Jeff Ma
Jeff MaGUEST
45:40
They have...
Jeff Ma
Jeff MaGUEST
45:41
The only way I think this doesn't, this, this goes over is if there's a fake punt of some sort, and, like, the, there's a pass with that, so-
46:14
Okay.
39:11
Miami covered, but did you think that they should have gotten less points because they were playing at their home stadium?
Jeff Ma
Jeff MaGUEST
39:20
Well, yeah, I mean, the question becomes...
Jeff Ma
Jeff MaGUEST
39:22
And we talked about this, about the process, including you, one of the challenges in modeling this game and figuring out what the right line should have been is, how much home field, uh, advantage do you assign to Miami? Um, you know, like, again, we've talked about there not being, like, a real understanding of where home field advantage comes from.
Jeff Ma
Jeff MaGUEST
39:40
Does it come from the noise? Does it come from the familiarity? What does, what does it come from? Does it come from the refs reacting to the home crowd? So, um, I, I, I think there was an interesting question, was how much home field should have been assigned to Miami in this game, and was that line of, of eight and a half, that, that actually ended up kind of going down before game time, was that the right line? Um, I, I think a lot of, a lot of people thought the value was in Miami in that game, and, and, yes, they did cover.

5 MINS LATER

45:17
He's out
Jeff Ma
Jeff MaGUEST
45:17
...
Jeff Ma
Jeff MaGUEST
45:17
Not, not because of a running situation, but he is their pass protector.
Jeff Ma
Jeff MaGUEST
45:21
He is their pass running back.
47:03
What else?
Jeff Ma
Jeff MaGUEST
47:05
I'm gonna take the Texans.
Jeff Ma
Jeff MaGUEST
47:06
I'm a Patriots fan, so this, this pains me to say, but I, I think that defense and their, their ability to get pressure with, you know, three or four guys is gonna be, uh, a lot for Drake May in this, in this spot.
Jeff Ma
Jeff MaGUEST
47:18
Obviously, May has been incredible all year.
Jeff Ma
Jeff MaGUEST
47:21
Um, I also think that the, the Texans have, you know, an ability to have a, a higher ceiling if C.J. Stroud plays well, and he, he...
Jeff Ma
Jeff MaGUEST
47:29
You know, despite the fumbles and despite some of the brain-dead things he did in that game, he played pretty well.
Jeff Ma
Jeff MaGUEST
47:34
Um, and they had a running game that we haven't seen, so I, I think that, you know, as a, as an underdog here, um, getting three, it might be three and a half points, but when it's all said and done, I'm gonna take the Texans.
49:53
You're gonna pick the college game, aren't you?
31:12
You just showed up with a first tee? [laughing]
Jeff Ma
Jeff MaGUEST
31:14
Yeah.
Jeff Ma
Jeff MaGUEST
31:15
I was like, "Uh, I'm, I'm here," you know? And they're like, "Our fourth's late?" "No." Uh, we played at Makena.
Jeff Ma
Jeff MaGUEST
31:21
Uh, one of my buddies, a guy named Shane Sigsbee, he's a, you know, plus five handicap.
Jeff Ma
Jeff MaGUEST
31:26
He's a member.
Jeff Ma
Jeff MaGUEST
31:27
He's the guy I played with at Summit, and, and he happened to be out at Makena, which is the Discovery Land property out there.
Jeff Ma
Jeff MaGUEST
31:34
Uh, he said, "Hey, do you wanna come down and, and play, uh, and, you know, bring the family down?" 'Cause we were on the other side of the island.

11 MINS LATER

42:25
Mm.
38:30
Right.
Jeff Ma
Jeff MaGUEST
38:31
Um, Alabama's plus 1800, so they are the third worst odds.
Jeff Ma
Jeff MaGUEST
38:36
It go...
Jeff Ma
Jeff MaGUEST
38:36
You'd have to go Ole Miss, Miami of Florida who's about plus 2000, and then Alabama's plus 1800.
Jeff Ma
Jeff MaGUEST
38:44
I, I don't think people have a lot of faith in Alabama.
Jeff Ma
Jeff MaGUEST
38:47
Now, it's interesting obviously because going into the season, Alabama was one of the favorites.
Jeff Ma
Jeff MaGUEST
38:53
Um, so it- it- it is interesting to see this much movement in a situation now when there's only eight teams left, for Indiana to be in this.
40:32
Your- what are your thoughts on all of that?
speaker_5UNKNOWN
35:36
Oh.
Jeff Ma
Jeff MaGUEST
35:36
... of the company who was Bill Walsh, and so we needed a basketball person.
Jeff Ma
Jeff MaGUEST
35:41
And, uh, you know, mind you that this company was started all on the concepts of Moneyball and analytics and statistics.
Jeff Ma
Jeff MaGUEST
35:48
So he was with Memphis at the time, and I, I flew there, uh, to talk to him and recruit him to be part of this new company called ProTrade.
Jeff Ma
Jeff MaGUEST
35:56
And I sat down across the desk from him.
Jeff Ma
Jeff MaGUEST
35:58
His first words were, "Boy, I got one thing to tell you.
Jeff Ma
Jeff MaGUEST
36:01
I hate statistics."
36:03
(laughs)
45:03
Yeah.
Jeff Ma
Jeff MaGUEST
45:03
...
Jeff Ma
Jeff MaGUEST
45:03
I think in leadership roles does now.
Jeff Ma
Jeff MaGUEST
45:05
Looks for, you know, alternate approaches to things.
Jeff Ma
Jeff MaGUEST
45:08
I think one of the things that the Red Sox organization has done quite well, um, a- and, you know, is they, they've taken an analytics approach to things like improvement, right? And, and if you think about one of, like, the funny lessons in Moneyball, the original book, is, is Billy Beane kind of, like, seemed fixated on the idea that, that, you know, players were who they were and they couldn't improve.
Jeff Ma
Jeff MaGUEST
45:30
And I think we think one of the major areas where analytics can help is helping players get better, and you, you see this in a lot of the organizations that are successful now.
Jeff Ma
Jeff MaGUEST
45:39
They take organizational approach to using analytics to measure people getting better.
47:17
Mm-hmm.
36:54
I don't.
Jeff Ma
Jeff MaGUEST
36:54
...
Jeff Ma
Jeff MaGUEST
36:54
but I'm gonna try to tell you a little bit about this.
Jeff Ma
Jeff MaGUEST
36:56
There's one called Polymarkets, there's one called Coliseum, there's one called No Big.
Jeff Ma
Jeff MaGUEST
37:00
And essentially what these are, these are markets where you can bet on different events.
Jeff Ma
Jeff MaGUEST
37:04
You can bet on things like the election, you can bet on news events, whatnot.
Jeff Ma
Jeff MaGUEST
37:09
Um, and you know, they've, they've been around for many years, but they're actually starting to get a lot of prominence now, and one of the reasons they are is because they've been getting into the sports prediction world, which might sound similar to betting to you and what is happening is they're able to roll out in states that aren't, uh, legal from a sports betting perspective, but they can do these sports prediction markets.
41:25
What else you got?
36:04
Is it, is it, is that Rufus or you on college? You've been doing great.
Jeff Ma
Jeff MaGUEST
36:09
Uh, it's mostly Rufus.
Jeff Ma
Jeff MaGUEST
36:11
Um, and, you know, it's, I mean, generally college is much easier to beat than the NFL.
Jeff Ma
Jeff MaGUEST
36:17
The NFL is a very efficient market.
Jeff Ma
Jeff MaGUEST
36:19
Um, you know, like everyone wants to bet the NFL, so every, there's a lot of great opinions.
Jeff Ma
Jeff MaGUEST
36:24
So the lines get shaped in a way that they're pretty hard to beat.
Jeff Ma
Jeff MaGUEST
36:27
Um, you know, it's almost like flipping a coin generally.
37:34
Oh, okay.
38:12
Okay.
Jeff Ma
Jeff MaGUEST
38:12
Um, I have Ohio State minus 32 and a half over Rutgers.
Jeff Ma
Jeff MaGUEST
38:17
Uh, we actually spent a lot of time on about the process of talking about Ohio State as a national champion contender, because they are by, by far the odds on favorite.
Jeff Ma
Jeff MaGUEST
38:27
They're less than two to one to win the national championship.
Jeff Ma
Jeff MaGUEST
38:30
But my contention is they have played nobody.
Jeff Ma
Jeff MaGUEST
38:32
And so it's hard to know if they are really that good.
Jeff Ma
Jeff MaGUEST
38:37
And at two to one, that is basically saying that they'd be, you know, like...
40:01
Go ahead.
37:59
But what are your thoughts on this?
Jeff Ma
Jeff MaGUEST
38:02
Yeah, I mean, I listened to, to your, you and Jo- Jeff Passan talk about it, um, I think Wednesday, and I think what occurred to me that, um, the, you know, the statement that he made that he thinks some politician needs to take a stand and put this back in, you know, the, the genie's out of the bottle.
Jeff Ma
Jeff MaGUEST
38:20
That that's... it's not gonna go back in the bottle.
Jeff Ma
Jeff MaGUEST
38:22
And at the core, when you think about this incident, right, and, and all these incidents are, you know, they're similar in some ways, right? They're basically, I think, more stupidity and ignorance than anything that nefarious.
Jeff Ma
Jeff MaGUEST
38:37
Like obviously, the people that were taking the information were pretty nefarious.
Jeff Ma
Jeff MaGUEST
38:41
I think at the core of this one, the concept of micro-bets, betting on every pitch, it, that's not the nature of what sports betting was supposed to be, at least.
Jeff Ma
Jeff MaGUEST
38:50
You know, like-
38:50
Right.
36:24
Yes.
Jeff Ma
Jeff MaGUEST
36:25
And they are roughly two to one favorites.
Jeff Ma
Jeff MaGUEST
36:28
So it's very well aligned with what the rankings are.
Jeff Ma
Jeff MaGUEST
36:33
Um, what's interesting is, you know, you would think that...
Jeff Ma
Jeff MaGUEST
36:37
And, and we've talked about this Indiana team on the podcast all year.
Jeff Ma
Jeff MaGUEST
36:41
They are actually, um, almost five to one, four and a half to one, but they're the number two team.
Jeff Ma
Jeff MaGUEST
36:48
So not only are the, you know, the rankings reflecting that they're very good and have a legitimate shot, but the people that vote with their money, i.e. the gamblers, agree.

7 MINS LATER

43:41
We'll give you six.
38:45
Never.
Jeff Ma
Jeff MaGUEST
38:47
It's a good one.
Jeff Ma
Jeff MaGUEST
38:47
You drive out there, uh, you're- no one's- no one's really allowed to drive out there, so you have to get a ride out from- from whatever hotel, the MGM hotels, then go out there.
Jeff Ma
Jeff MaGUEST
38:56
Um, there's a- a legendary bartender that's been there forever called Rhonda.
Jeff Ma
Jeff MaGUEST
39:00
She makes the Rhonda-Rita.
Jeff Ma
Jeff MaGUEST
39:02
You get a Rhonda-Rita, you ge- go out there and play, and it is, you know, it is an oasis in the middle of the desert, with trees and animals and the- the holes, every hole is perfect.
Jeff Ma
Jeff MaGUEST
39:14
Um, it, the wea- you know, again, the- the- the conditions are perfect.
Dan BernSOUNDBITE_SPEAKER
44:17
You're listening to the Tony Kornheiser Show.
42:25
Right.
Jeff Ma
Jeff MaGUEST
42:25
... sitting there making sure it's a fair game.
Jeff Ma
Jeff MaGUEST
42:27
And if you talk to professional...... poker players, this kind of thing, I don't think it would surprise them at all that this was happening.
Jeff Ma
Jeff MaGUEST
42:34
I mean There, there were pod, there's some podcasts that are out there that even alluded to this years ago that, you know, there were unfair games that were happening, NBA players.
Jeff Ma
Jeff MaGUEST
42:43
And I even think Chauncey was called out in one of them, in one of those podcasts as, as being part of one of these games.
Jeff Ma
Jeff MaGUEST
42:50
Now, again, y- y- this, there's a lot of rumors, there's a lot of innuendo in all this, and now this has, like come to a real thing where there's, you know, investigation and indictments and whatnot.
Jeff Ma
Jeff MaGUEST
43:01
But, you know, again like the notion of an unfair rigged private poker game, you know, where you're using celebrities to attract the people to come play.
47:01
He didn't make any money.
40:56
Yep.
Jeff Ma
Jeff MaGUEST
40:56
And, uh, and you said, oh, I think you said something like, "Well, hopefully they're smart enough to know that." Well, they, they weren't 'cause on Friday, Scotty and Russell Henley teed off together, and Scotty teed off on the even, uh, on the even tees.
Jeff Ma
Jeff MaGUEST
41:10
And then, um, the next day, they, they fixed it, and he teed off on the odd tees.
Jeff Ma
Jeff MaGUEST
41:15
Um, that was just indicative of, of the US just not being nearly as prepared as the European team was.
Jeff Ma
Jeff MaGUEST
41:22
Eduardo Molinari has a, has the, uh, has...
Jeff Ma
Jeff MaGUEST
41:24
Uh, sorry, Francesco Molinari has his guys just, like, completely, you know, ready to go and, and really has them much more prepared, um, than the US team.
Jeff Ma
Jeff MaGUEST
41:34
E- even something like...

6 MINS LATER

47:40
What else?
44:58
Yes.
Jeff Ma
Jeff MaGUEST
44:58
... uh, which I'm not sure if there really is.
Jeff Ma
Jeff MaGUEST
45:00
I mean, I think there has been in the past in Europe where they've been able to set the course up in a certain way, but in this case I don't, I don't think they can 'cause the, the US and, and the Europe teams are somewhat similar in their ability to hit the ball long and whatnot.
Jeff Ma
Jeff MaGUEST
45:12
So, um, I, I, I mean I like the US just because of the very reason that the bottom of the... you know, one, Scheffler is by far the best, you know, the best golfer out there, and then the bottom of the European team, you know, with guys like Haugard and even though Roses performed pretty well, um, Straka, those guys are not up to par with the bottom of the US team, so I think that's gonna show up a little bit in singles.
Jeff Ma
Jeff MaGUEST
45:35
Um, so I, I, I would like the US if the odds were even.
Jeff Ma
Jeff MaGUEST
45:38
If the odds were they are, I'd still probably take the US, but that's mostly because I want to root for the US.
47:11
That's-
Jeff Ma
Jeff MaGUEST
47:11
I mean, one of the things that'll be interesting tomorrow in these, in these foursomes is to see whether the US is smart enough to set up their, their bombers to play... to tee off, you know, first on the odd holes because that's where the advantage is.

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