PHLY Philadelphia Eagles Podcast - Cooper DeJean, Jalyx Hunt and the Eagles whose stock we’re BUYING as the spring wraps up

Episode Date: June 11, 2025

The Eagles’ spring practices have wrapped up, with good news for players like Tyler Steen, Kelee Ringo and Drew Mukuba while the likes of Kenyon Green appear to be in a holding pattern. But we’re ...looking ahead and deciding which players on the Eagles roster will be viewed differently at this time next year. Join Zach Berman and Bo Wulf for all the festivities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript
Discussion (0)
Starting point is 00:00:10 And welcome to the P.HLY Eagles podcast on a beautiful Wednesday afternoon. Bull Wolf, Zach Berman, back in the saddle after last night's electric. Primetime performance. Zach, you look great. How you doing? First and foremost, happy birthday, Bo. That might not be the last time you hear that on this show. But to the best host in the city, happy birthday.
Starting point is 00:00:37 I'm doing well. I'm excited for, excited for the show. This is a fun topic. I'll let you introduce the topic, but I'll explain why it's a fun topic thereafter. Yeah, so listen, we sort of unpacked the notebook on yesterday's show. If you want to know the details of everything that happened at minicamp, listen to last night's episode.
Starting point is 00:01:00 We've been talking about some of the depth chart machinations over the course of OTAs. But today's show, we want to take a little bit of a step back. and it's a stock report. It's a buy low. That's not a concept that you're unfamiliar with. However, we're not doing like looking back on whose stock rose over the course of camp or dropped over the course of the spring. Rather, we're looking ahead. I want you to look ahead 365 days, Zach, and you're prognosticating. Whose stock would you buy if this were a stock market? Who's going to improve their standing in the Eagles fandom over the course of the next 365 days? and if there's anybody you think is going to drop, we'll address those as well. Or you're just going to go with five.
Starting point is 00:01:40 Tell me why you think that's so fun. Is it just because you love the stock market? No, that's not the reason at all. I think it's because the reason I like this concept is it takes what you have evaluated, okay? It takes what you expect to occur. And then you have to combine it with what you expect to occur. You have to look at different market conditions.
Starting point is 00:02:04 the roster, how you expect them to play, what their situation is going to be next year. Like the concept of this or the concede of this, as you would say, is like take Zach Bond last year. If you bought Zach Bond stock at the end of training camp last year, it would be in a great spot. It would be a billionaire.
Starting point is 00:02:24 If you bought Bryce Huff stock at the end of training camp last year, that thing would have sank. If you took, like last year, I probably would have taken Devonte Smith's stock at the end of training camp. That went down, right? A little bit. Yeah, you didn't lose your house, but yeah, it took a, you know, cost of doing business.
Starting point is 00:02:42 That's probably a stock, like, that's a stock where you say, you know what, it went down, but I'm holding it now because I think it's going to go back up or I want to buy a little more into it. Conversely, if you bought Sequin stock, it went up, but you probably like, you know what, I want to sell that right now because I don't. You got to go off now. Yeah, that's top of the market. So I think it's. It's a cool way to really put your money where your mouth is, so to speak, right?
Starting point is 00:03:10 Like you say, oh, I'm excited. I give you a budget. That's an interesting. I didn't prepare for that. On my manifesto, it was to come prepared for every show. But yeah, if we want to throw in a little wrinkle, it's June 11th. That's a little bit late. That would have been a good idea.
Starting point is 00:03:25 It's your birthday. I'm excited for every show. I don't think I've ever been more excited for a show than this because. Really? Well, I'll tell you why, not because of the topic. Okay. Yeah. It's the first day without school.
Starting point is 00:03:40 Okay. School's out for the summer as we established yesterday. And it's kind of that in-between period, between the end of school and the start of like summer camp or summer activities, right? And so we have the, you know, we have the friends, we have some friends, not all the friends, but some friends of. of Reid and Sloan over the house today. And it is, it's, it's like a zoo in here. So I couldn't wait to say to Emily, look, I gotta go prepare for my show. I gotta go to the show. I can do about the show every day. There's nothing I can do. Yeah, like I, I would love to help out more. I know that we are outnumbered, but I have a professional responsibility to the show. So, yeah.
Starting point is 00:04:32 Listen, I did all I could. I made us work from home today. I could have been gone an hour ago for the commute, but I stayed until 140. Now it's, I got, I got to get to work. Yeah. And by the way, she has, you know, she's like been on the phone for her work. So I've been tending to this and tending to that. And then I'm like, you know what?
Starting point is 00:04:53 I got the show now. So I could have done the studio. And we have some stuff going on in the studio. I was like, I might have to be in until 7 o'clock tonight. that will not have flown well. So the company, so I'm here. Are they fumigating? Are they fumigating?
Starting point is 00:05:10 Oh, the studio? I would love to get an exterminator in. That would be wonderful. But, yeah, so I mean, how would we not heard from an exterminator who wants to sponsor the show yet? I mean, what are we doing? It is, it's literally the best advert we can do. I'm begging you.
Starting point is 00:05:28 I'm begging you. Yes. whoever is out there if you know someone who knows someone with an exterminator please get in touch and you know what
Starting point is 00:05:39 I don't look I'm not responsible for selling our ads we have a terrific department here but this this could be one of those things where we work out a deal
Starting point is 00:05:47 right you know it's like we scratch you you scratch our back we scratch yours you kill our back yeah you kill our mice
Starting point is 00:05:55 we'll give you an organic ad read on the air it could very well maybe that By the way, though, how does it, before we're getting to the stock, how does the birthday feel? We'll get into the birthday as this goes on, but did you, you know, did your kids make a big deal this morning? You feel good about the birthday? Kids, kids were very nice to me this morning.
Starting point is 00:06:17 Jane, who was usually, you know, mornings are tough for her. Wild swings of emotion. She was very sweet. And then Casey came downstairs. He had a present ready for me. He's very excited for me to open it. We'll open that tonight. And then we had the kindergarten graduation.
Starting point is 00:06:31 So I got a good, I got a good crying this morning. That's always good on your birthday. Ah, very nice. Very nice. What specifically brought you to tears? The whole thing. Just the whole, the whole thing. Okay, I didn't know if there was a speech or a ceremony or it's not something that
Starting point is 00:06:45 particularly triggered you. No, it wasn't, you know, Newt Rockney up there. It was just, you know, watching the kids. Very nice. Very nice. Yeah. And then had a good, had a good lunch with Rachel and Leah. So we're, we're going to work.
Starting point is 00:07:00 We're happy, ready to go. Okay. I'm going to let you go. Are we doing the, are we doing the budget? No, no, no. But we'll keep track. And, you know, I look, if a sicko or a viewer wants to assign value to all these and, you know, measure kind of the appreciation of the stock. Actually, you know what?
Starting point is 00:07:20 Let's, we're feeling. Let's let's let's, let's have a $100 budget. Okay. And how do we work out the selling? How do we work out the selling? How do we work out the selling? True. Yeah.
Starting point is 00:07:32 And how do we work out like the appreciation and value too? That's all right. Maybe not the budget, but we'll weigh. The compound interest, Zach. Nothing better than that. That's what I want for Father's Day. All right. Well, we'll just do.
Starting point is 00:07:45 We'll do the five and we'll figure it out. But maybe tell me what you're as your, you know, what's your, what's your, what's your, what's your, what's your, what's your, what's your, what's your, what's your, what's your, I like that one. Which one are you doubling down on? Okay. So, start us off. So, the first. And again, this is relative to the way they are thought of now, how they will look a year from now. Yes.
Starting point is 00:08:06 So this one here is one that I think we can have interesting debate about. And I read everyone's practice observations and reports. And I think there might be a school of thought here that's different than your view on it. Okay. So the first one here is Johan Dotson. The first one up in our, is it Stork Report? Is that what we're calling it? Or are we just saying stock?
Starting point is 00:08:27 Sure, why not? Okay. in our stork report. Okay. Do you want me to answer it or? And you are buying Jahan Doss? Oh, no, I thought we should work this out. I thought we put the player out and then we both give whether we're buying or selling.
Starting point is 00:08:44 Is that not how that is not? I thought it was like, okay, tell me someone who you feel strongly about that you were going to buy or sell. Okay. I will go. But got you. But that's okay. Yeah. So, okay.
Starting point is 00:08:56 So I am buying Jahan Dotson Stock. Now, I'm maybe buying it at a call price, right? Like, I'm not going up for. So let's talk about, well, let's talk about where the stock is right now. Because if you're buying Jahan Dotson stock, I think right now coming off the Super Bowl, Jahan Dotson is thought of by most people in the Eagles orbit as a solid third receiver, a player who they are expecting to have a bigger year than last year. Yes, although the voted viewers of this show would.
Starting point is 00:09:29 know the data points about where he ranks in terms of yards per route run, right? At the very bottom. Yes. And even when he was in Washington near the bottom. So this is one that I think could be polarizing. He did come on. The markets have different prices for. Yeah.
Starting point is 00:09:50 He did come on late in the postseason. I was unimpressed with Chahan Dodson when A.J. Brown and DeV. Vante Smith were out last year. I think that when you factor in a full offseason with the team, the motivation of a contract year, my expectation that this team passes more, the expected mismatch that, or I shouldn't say expected mismatch, the fact that he'll probably get the least amount of defensive attention on every play if the eagles are healthy. and I like some of what I've seen this summer. I think the way we discussed Jahan Dotson next offseason will be different than the way he's thought of this offseason.
Starting point is 00:10:36 I don't expect him to be a Philadelphia Eagle next offseason. But I think Jahan Dotson can work his way into a, like a, say like an $8 million contract with some decent performance this offseason. Some decent performance this season. First of all, for a receiver his age, That would be, I mean, that's a meager contract. He might get close to that now. You think so?
Starting point is 00:11:03 Let's put some parameters on this because for him to really exceed expectations, he had 216 receiving yards last year. I think the general consensus is that he's going to have a better year and be a bigger part of the offense. Are we talking like what constitutes success here? 600 yards receiving? Is that way too ambitious for you? Yeah, for a third receiver, when you have two, like, this is not,
Starting point is 00:11:33 this is not a Nelson Agalore situation where the ball is getting spread around so much. So I wouldn't even say a 60 catch season is good. I would say over, if I set the over under for you, at 30 receptions and 450 yards, are you going over, under receptions and yards? I'm going under on the yards. I don't know if they're going to try to force feed him the ball, but yeah, I would probably go, I would probably go under on both. Okay. Listen, I did not want to be a negative Nelly in this exercise.
Starting point is 00:12:08 I have way more buys than sells, but he is a sell to me because I think there is the general expectation that he is going to be a bigger player in the offense. And I just don't think that he has ever proven that he can do that. and I think it is more likely that next off season the conversation about Jahan Dotson is man I can't believe how we got away with another stinker like you know, maybe the Eagles won a Super Bowl again and you know still they give up a third round pick for nothing. I am
Starting point is 00:12:42 I'm relatively bearish on what Johan Dotson will get to the offense. That's a good good one for the audience to monitor. Yeah. I mean, listen, I've been wrong a lot. Certainly possible. Not that often, though. I was about to say, not that much, yes. 5% of the time.
Starting point is 00:13:06 We do a show every day when it would be wrong a little bit, but not a lot. Who's counting? I mean, this is always... Price off might be one of them. This is the... This you go back to Shield's advice that put things out there. No one remembers when you're wrong, but you can always tout when you're right. So there we go.
Starting point is 00:13:26 All right. So do you want me to do, do you want me to propose the one and you decide? Yeah. I want you to propose the way that you. Yeah. And then you say whether you're buying or selling and I'll say whether I'm with you on it or whether I'm taking the other side. Okay. So we'll do it.
Starting point is 00:13:40 Yeah. We'll do it the way that you were thinking of it. Well, you brought them up. And so I want to, I want to take your temperature here. And I do have an expectation as to what it will be. I don't think that this is, this is not a stock that's going to rise or fall a ton. but where are you on Devante Smith? You bought him, let's say you bought him last summer.
Starting point is 00:13:59 You took a little bit of a bath. Are you doubling down on Devante Smith? Yes, off season ahead of this year. Yes. So to change the stock analogy, this is one with the blackjack table, okay? And you have that. We love mixing metaphors, no doubt about it. Sure, sure.
Starting point is 00:14:18 You know, you have the $10 chip on the table and you lose. and you know what you do in the next hand? You put down two $10 chips there. You're like, I'm going to win it all back on this hand. That's how I feel about Devante Smith this year. Buy, buy, buy. Is this your pick to clip? Not goodbye.
Starting point is 00:14:40 Yeah. I feel strong about the Devante Smith stock. Now you ask me, I think you were supposed to go first year. But I am, I am. bullish on Devante Smith entering this season. I have my trusted game notes right here. Okay. And this is a game, by the way, where he caught an outstanding touchdown,
Starting point is 00:15:03 one of the third best catches of his career. But when you look at Devante Smith's production, it was a drop off in every category last year, right? And the injury had a lot to do with it, of course. The way the Eagles played offense had a lot to do with it. but he had his fewest receptions, fewest yards, fewest yards per reception. The only thing that went up last year were the touchdowns. So I think that Devante Smith is back over 1,000 yards.
Starting point is 00:15:36 I think Devante Smith is going to lead the Eagles in receptions again. And, yeah, I'm going with a big year for Devante Smith. I'm with you. I don't know that I, the problem is, I mean, they still have AJ Brown. And AJ Brown is better.
Starting point is 00:15:59 Like, AJ Brown is unbelievable. He is a superstar, a superstar, probably the best receiver that we will ever see in Philadelphia. But Devante Smith is awesome. And I do think,
Starting point is 00:16:12 I do think he's going to remind people of that this year. I think, you know, he had just under 1,200 yards. in 2022. That's his career high, 1196. I'd like to see him break that. I'd like to see him set a career high in receiving yards this year. And I kind of think the, the bump that people are expecting from Jahan Dotson is just going to go to Devante Smith. Like, he's going to get, he's going to make up those yards. And I think, I do, I believe in Devante. I'm curious,
Starting point is 00:16:47 our friend Josh Norris, who does a terrific job at Underdog. I'm curious where Devante Smith is going in fantasy drafts relative to last year. My guess is that Devante's stock lays down in fantasy drafts. And I think you're going to find good value in fantasy football with Devante Smith. There you go. All right, Zach, before we get to you, let's take a quick break. And then we'll find out who's next on your ticker tape. Docket.
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Starting point is 00:19:57 I have, I'm going to go with an interesting talker for you here. Okay. This is, this is, this is, this is, this is one that that's going to be fun. Zach Bond. Okay. I'm selling some, I'm selling some of my Zach Bond stock. And I'm not sure everyone's selling this because there is a, there is this thought that, that was his first year playing off ball linebacker.
Starting point is 00:20:18 Now, you know, he gets this full year behind him. He's going to be even better. He, he plays, he'll, he'll play with you hot Campbell. They can use them different ways. And I think Zach Bond's going to have a good year. I think it's hard to have the year that he had last year. Last year was a historic and historic year at that position for the Eagles. And it's similar to my Sequin Barclay conversation.
Starting point is 00:20:45 I just wonder if the Zach Bond stock is too high. This guy was literally a defensive player of the year candidate, right? And so it's going to be hard from my perspective to have the same type of Because the other thing, too, is it wasn't just the consistency with which he played. It was the splash plays, the game-changing plays, forced fumbles, interceptions. There's variance with those types of plays. And so I'm probably saying, you know what, Zach Bond is priced, that that stocks priced a little too high right now. Or it's probably, you know, it's priced appropriately.
Starting point is 00:21:21 I don't see the value shopping here. So what I'm going to do is I'm going to sell my Zach Bond stock. and maybe this time next year, I'm going to get back on to it. So that's that's that's that's my Zach Bonn approach. So I mean, it would be hard, it would be hard for Zach Bonn to, you know, for his stock to rise too much higher. So I think I think you were right fundamentally. But I think of there are several players from last year who are at that, what you would think is the apex of their value, right? Sequin, Zach Bonn.
Starting point is 00:21:59 maybe Quinyon Mitchell. You could talk about Jalen Carter. I think we would probably both buy Jalen Carter stock. Yes. But the guys who had their like outlier best seasons ever. Of those guys, I think I am more willing to hold on Zach Bonn than some of the others. I am willing to believe that he could have a little bit more to his game and that he proves to be the fulcrum of the defense. You know, it's possible that his stock rises in like,
Starting point is 00:22:29 he doesn't match the numbers, but he misses two games and the defense collapses without him. Good point. Something like that, and you realize just how valuable he is. I believe that he is very important to how good this defense is.
Starting point is 00:22:43 And so I will, you know, more than some of those other sky high guys, I would be willing to hold on Zach Bonn, I think. The, I hear what you're saying there. When I look at the regular season numbers, and he was awesome in the postseason too, right? But I look at, at the regular season numbers where he had 150 tackles,
Starting point is 00:23:03 five forced fumbles, four past deflections, or past his defended, three and a half sacks and one fumbled recovery. Okay. The number that I actually think can rise some is the sacks or are the sacks. He had two sacks in the season opener against Green Bay, right? And then he has one and a half thereafter for the rest of the season, the Baltimore game and the Carolina game.
Starting point is 00:23:26 It wouldn't surprise me, especially given that the Eagles are still trying to figure things out on the edge. If they are creative with the way they use Zach Bond and Jahan and Jahad Campbell as blitzers and or as as pass rushers, and I can potentially see Zach Vaughn being in that five-sack territory, in which case, you know, you might want to buy or hold. I just think that the value is so high relative to last year. I think last night I talked myself into the opinion that I think, I think they're better off with him just playing middle linebacker.
Starting point is 00:24:01 And then that's like part of the reason for drafting Jahad Campbell is that he can do some of that flexible stuff on the edge because Zach Bonn is that good in the middle. Agreed. Agreed. All right, I would give you another sky high one,
Starting point is 00:24:15 and I mentioned him there. And I'm curious what you think of Quinyon Mitchell in this front, a player who's coming off a rookie of the year caliber season. Do you expect that, you know, he moves to the left side, no Darius Slay? He is still a lockdown corner. He's somewhere even better. Maybe he gets some interception luck.
Starting point is 00:24:39 Or do you expect a bit of a come down from Quinnion, Mitchell? And holding's not an option here, right? We're buying or selling. You can hold, yeah. Yeah, I'm probably holding maybe a slight sell. I think he was really good last year. I think that he'll probably be comparable this year than what he was last year. I think the interception totals should tick up, right?
Starting point is 00:25:10 I mean, he's around the ball so much. He's so many near interceptions. You've got to think he's going to finish those plays. Darius Slay had the anecdote last year that your first year, those interceptions are harder to come by. He saw with Cooper the Gene, too, right? And then you kind of have a better idea as your career goes on. I think coverage, I don't know if he'll be as sticky, right? There's more of a book on him now than there was a year ago.
Starting point is 00:25:36 They're without Slay in there. He's seeing every week he'll probably see the team's top receiver. So I'm going with a hold to a slight sell. Yeah, this is the one where sort of the way that you framed Bonn. I would like to sell Quigionan Mitchell for this season and then pre-buy his stock again next season. I expect just a little bit of regression this year as opposing offenses have a better understanding of him,
Starting point is 00:26:10 have a better book on him. I also think we expect the general quality of the secondary to come down a little bit. And I think that that will be reflected on him as well, whether that is all his fault or not. I think he will be the close, this guy in coverage on some, some bigger plays. And I just think there's general regression from him starting so fast.
Starting point is 00:26:33 And it's a position where it is hard to maintain that level. You know, you see a guy like Sauce Gardner who has an unbelievable rookie year, there's a little bit of a come down, and then he sort of finds his level. I think that's the kind of thing that we might be seeing with Quigna. Well said. Okay. So I'll jump in here. And I was going to go with Lane John.
Starting point is 00:26:55 But I thought we did a lot of Lane Johnson conversation last night. And I wanted to kind of give a player that we haven't really discussed as much. And that's Jordan Maillada. And I'm going with Jordan Milata. Okay. Buy. And the reason I'm buying Jordan Milata is he was of the four entrenched offensive linemen, right? He was the only one that didn't make the Pro Bowl last year.
Starting point is 00:27:22 And we discussed it at the time. He's a respected player in the league, but that position where you have Lane Johnson, you have, you know, you have Penny Sewell, you have, you have Tristan Worf's. It's hard to crack offensive tackle, okay? I think my lot is going to continue to get better. We've seen that. I don't think there's a leveling off here. I think that the continuity, of course, with Landj Dickerson, which you saw. the benefit of that last year.
Starting point is 00:27:57 But I just think, I think it's going to be another step to Jordan Miletus game where, you know, not to make pro football focus, the end-all be-all, but you see the way that he grades out. I think that this could be the year when Jordan Milata is viewed as an elite left tackle in this league. Okay. I could, I could see that. Now he's got to, he's got to stay healthy.
Starting point is 00:28:25 Yes. Five games last year. That's a big deal. You lost me with the pro football focus stuff. Obviously, that doesn't matter at all. But I am if forced to pick one or the other, I suppose that I would buy coming off of last year. You know, we talked yesterday about that, you know, the sliding scales of how good you are athletically with how much you know what's going on. And when can you find that perfect matching of the two?
Starting point is 00:28:54 you know he's going into his 28 year old season this is generally when you would expect that to be the case for an offensive lineman so if if forced to buy or sell i guess i would i would agree that i would buy here uh i i i know you don't frequent twitter or x um as much as i do uh so there was actually one that i that i i i bookmarked here that i wanted to read because i i actually thought it was a a cogent point that I need to apply to the way I cover the team, right? I'm always looking for different data points. We talk about that. And PFF can be a data point, right, that you look at.
Starting point is 00:29:35 But I thought this was a really interesting framing from Aaron Nagler, who is involved in Packers coverage. And he said, I'm going to read this to you. He said, imagine being a beat reporter referencing PFF articles and or grades. You don't cover the league. You cover one team, yet here you are referencing content from an army of people that don't have any of the context that you have. Watch the film. It's one game a week.
Starting point is 00:30:00 Do the work. And I think the interesting framing there is it's, it's, I think PFF can be especially beneficial for me preparing for the team that the Eagles are playing on a given week, right? Like I don't have the same. And Fran, now, Fran's notes are the best thing for that, right? But I don't have the same context that I'm not watching everything. team every week, right? But, but, but I, I think it's, it was really smart point for the team. I, I, I, I cover in that, like, there's, there's so much that goes into it that I would probably trust the context that I have when I watch the game back more so than what the, the,
Starting point is 00:30:40 than the third party, if you will, because there's, there's insight that I probably have to the team and to the player that, that could be beneficial. Yeah, I mean, that's, that, that, particular take is a little bit preachy, and not everybody's job is the same. And maybe you don't think that you're able to watch film and correctly contextualize it. But we don't need to really get PFF. The raw data is useful. The grades are trash. That's it.
Starting point is 00:31:12 That's all you need to know. Like, tell me where guys lined up, what kind of stuff. But any, that subjective stuff is worthless, and it should be treated as such. Okay. Okay, we'll say that for another day. Yeah, okay. Who's yours? That's the truth.
Starting point is 00:31:28 That's the truth. Here's my question for you, Zach. Of the, of the, all of the picks made by their eagles after Ty Robinson. So Drew Kendall, Mack McWilliams, Kyle McCord, Antoine Powell, Rilandand, Cameron Williams, Miles Hinton. Did I miss anybody? That was it, right? Six. Of those, whose stock would you buy?
Starting point is 00:31:52 for a year from now for a year from now so not who's going to have the best year this year but who's actually that's probably i think yeah that's the same whose stock are you buying of those players i think mac mac williams probably has the oh smile mondan i forgot smile monday yes yeah puts a smile on my face i am i'll probably say mac mac williams because i i think mac mc williams is is is going to get playing time is going to have a role, whether it's defense special teams. I guess Smile, Mondin is a good one there too. But Smile Mondin, when Nkobi's back, I think is like your fourth or fifth linebacker, right? Mack McWilliams, if he enters the season as your fourth corner, your fourth corner, your fourth corner. I mean, think last year, Keely Ringo was your fourth
Starting point is 00:32:45 corner and Kele Ringo played. So I think of those players, Mack McWilliams has the best chance to play. I I think he's going to have a role on special teams. I think I don't know if Mack McWilliams' ceiling is the same as or is the highest on those six players there or seven players. But I think I would go with Mack McWilliams in terms of whose stock is highest at this point next year relative to this year. Zach will surprise you to know that I agree with you. I agree that it would surprise me. Well, you know, now that he's going to be. the fifth corner because there's a Doree, Keeley, Quigion, and Coburn Degene, but he's going to probably,
Starting point is 00:33:33 I'm guessing, be the backup nickel. So that's a path to getting on the field right away. And I wouldn't be shocked if he eventually overtakes Adory Jackson or if it's worst case scenario and Keele Ringo disappoints this summer, then Mac McWilliams might be fighting to be the third outside corner that way too. And subjectively, based on just a couple of snapshots, I like the way he moves. I like the few things that I've seen from him. I like that Vic is already putting him inside and outside and testing him that way. I think that is indicative of something.
Starting point is 00:34:06 And so, yeah, I would buy Mack McWilliam stock right now. Yeah, so I appreciate the correction there because when I was thinking fourth quarter, I was thinking outside, but I should probably consider Cooper the Gene and outside if test is, if depth is tested. I was thinking about they lose Darius Slay and Isaiah Rogers. Okay. They add Adoree Jackson and Matt McWilliam. So I kind of viewed it like the fourth in that pecking order. But yeah, you're right.
Starting point is 00:34:37 Cooper the Gene would be higher up there. All right. Give us your next one. My next one here. This is an interesting one because this is one where there are, if you bought this stock last year, it might have been a penny stock. and you made a killing on it. And then you're at a point now where you say,
Starting point is 00:34:57 you know what? There's the old stock market advice that it's better a year early than a day late. Okay, that's a famous expression. That maybe you're just happy with, you're happy with your returns. And even, but then you also say, you don't want to be the guy who sold Apple at 20.
Starting point is 00:35:21 And then you look back. back, you know, and then you look back and you're like, oh, my goodness, I could have, you know, could have paid off the car loaners or whatever it may be. So in that case, you're going to have to build that time machine that you want. Morrow Ojamot. Morrow Ojimo, the stock went up last year, but it's not yet a blue chip stock, right? it's kind of you know it's it's a mid it's a midcap stock now it's not it's no longer a penny stock what are you doing here are you buying are you selling are you simply holding what you already own this is one where you have to consider like the context of you're not you're not buying or
Starting point is 00:36:07 selling based on what he did last year you're buying or selling based on how he's viewed right now which is i think by most people as a pretty close to like good replacement for milton Williams. Like, I think people are expecting him to play at close to a Milton Williams level. And if that's the expectation and that's what we're pricing in, I would sell. I like Morrow Ojamow a lot. And I think that they are better, I think he will be a better replacement for what they've lost than probably any of the other big players who left. But I think it's a little bit disrespectful to Milton Williams and how good he was to think that that Morrow was going to provide that fully.
Starting point is 00:36:52 I think more will be better than he was last year. And so if you're playing the game of, you know, I'm hemming and honing a little bit, but if you're playing the game of relative to last year, yes, I think he will be better than last year, beyond just the more snaps and the more opportunity. I think he will play better. But I don't think he will quite get to the Milton Williams level.
Starting point is 00:37:12 I'm Howie Roseman, and I'm on the bus with you. All right. I told you. Get off the field. It's my house. You have to talk to Desha? And you're Vic Fangio. And I'm sitting in front of you on a bus.
Starting point is 00:37:29 Look, it's presumptuous to say the Super Bowl. Let's say after a playoff game this year, okay? And I turn to you and I say, Vic, we have these two defensive tackles. Jordan Davis, Moro-Ojimo, they're both entering the final years of their contract. I want to extend one this offseason. Which one should I extend? Who would you go with? Morrow.
Starting point is 00:37:55 So interesting. Do you think Morrow is more likely to be extended by the Eagles than Jordan Davis? No. No, I think Jordan Davis is more likely. Because of the draft pedigree and the traits or because the investment, because of the price? Yeah, I think they think that the traits themselves are harder to replace. Sure. Sure.
Starting point is 00:38:14 Yeah. I am I'm probably slightly selling the Morrow stock. I think Morrow's going to be good. I wouldn't. I think that if he's it's taken six years of working with you
Starting point is 00:38:32 to finally use this, to finally pronounce this correctly, facsimile, okay? For a long time, birds with friends viewers, you know that I once had face smile and I got a face laughed at for that.
Starting point is 00:38:47 So if he could be a facsimile of what he was a year ago, I think that's acceptable. I think the fact that we know the Eagles were interested in Walter Nolan. We know that, like, you know, Ty Robinson's a guy that they like. I don't think they're viewing more as like this end-all be-all at that position. I think you're right. No. I think we talked about Jaleks Hunt on yesterday's show,
Starting point is 00:39:17 so I don't want to go too deep on him. I think we both kind of agree. Everybody's expecting a big year. I think he might deliver on that. I think he would be someone that you would consider buying. I want to check in on Jahad Campbell. How do you feel about that, Zach? Because it's an interesting one because you're thinking right now
Starting point is 00:39:35 that this guy's expected to be an impact player whenever he's healthy. You know, the egos try to trade up to 22 to get him. and they got him at 30, and Vicks got a plan for him. But, you know, what if it's a very difficult position to, if he's playing longbacker, to make an impact right away as a rookie, he's dealing with this injury that could linger? Is there a chance that realistically, a year from now, we will think, you know what, that was kind of a disappointing season for Jihad Campbell, and his stock has dropped just a little bit? I don't think so.
Starting point is 00:40:08 I think Jehad Campbell functioning within this defense, I think he's going to play early. He's going to play often. And I think he's going to be a factor for the Eagles. Now, is he, he's not Zach Bond, if that's the expectation, right? It's not Michael Parsons this rookie year, if that's the expectation. But I think that I think he's going to be a consistent starter. I don't think he's going to be one of these guys like,
Starting point is 00:40:38 after Jordan Davis's rookie year, we were probably saying, it just takes time. I don't think we're going to be saying that with Jihad Campbell. I think Jihad Campbell is going to be a productive player early on. So do you think you would, you would buy significantly or you would buy? I would buy slightly.
Starting point is 00:40:54 So here, I pulled up defensive rookie of the year odds, okay? So on this list here, would you say this player is going to have a better or worse year than Jihad Campbell? Okay. So let's disregard the odds itself. Let's just talk about the players who are ranked ahead of him.
Starting point is 00:41:12 Abdul Carter Giants. Better. Yes. Travis Hunter, Jaguars. Better. Janwin Walker Falcons, third on this list. I'm going to trust Fran and say no. Mike L. Williams, 49ers.
Starting point is 00:41:31 Yes. This one surprised me. Mike Green, Ravens. I guess that position. You know, Ravens pop, yeah, I will say no. Okay. Shemar Stort Bengals, I mean, he's not practicing right now. Yeah.
Starting point is 00:41:46 Mason Graham Browns. No. Okay. So now there, so we would have Jehad Campbell ahead of four players ranked ahead of him. Now, that said, Mason Graham probably should have a better. Yeah, I mean. So there are guys ranked behind him who I actually would like, like, I think Malachi Stark is really going to pop in Baltimore. this year. I mean, me personally, I think James Pierce Jr. is kind of a good year with Atlanta.
Starting point is 00:42:15 He's actually the same odds as Jahad Campbell. Today, Barron is after him, Donovan Azaraku. I would go Campbell over Azaraku. Walter Nolan is down there, J.T. 2Malalulu. But yeah, it's an interesting conversation that he's ranked 8th or 1, 2, 3, 4, 5, 6, 7. Yeah, eight. And some of that is positional value. Like there's a reason that the defensive tackles are lower because it's hard for them to accumulate the stats. Like Walter Nolan is lower, Mason Graham's lower than he should be. But yeah.
Starting point is 00:42:50 Yeah. Okay. All right. Let's take a quick break. One more time. And then we'll come back with our last buys and sells. Well, you know about the Hall of Fame app? The HOF app.
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Starting point is 00:47:19 You could told me to stretch that ad read out if you needed a break. But we're all getting older here. Took a quick pee. Sorry, potential spam. You get those potential spam calls a lot. I don't follow. You know, I appreciate the phone. For whatever reason, a little bit less over the past month or so, I feel.
Starting point is 00:47:40 I appreciate the phone identifying the potential spam, right? That's like they, I kind of have a little bit of respect for the people who get around the potential spam, the spam that's not identified as potential spam. So anyways, so the next one on my list here, I can go Tyler Steen. Tyler Steen's an interesting one here. And despite what I wrote today on all p.hly.com, despite what I said yesterday, I'm selling But you can read up your diehard Yes, but you can read if you're die hard
Starting point is 00:48:14 I'm selling Tyler Steen I still think Tyler Steen is Most likely to be the starting Offensively The starting right guard this year I thought that Last year
Starting point is 00:48:26 He had an opportunity He had a chance to win the job I thought two years ago He had a chance to win the job Every year I shouldn't say every year Last year and this year I hear he's getting bigger
Starting point is 00:48:39 He understands it I think if they wanted Tyler Steen to be the starter, he would have been the starter before. And so I am, yeah, I guess based on what I saw, I'm not buying Kenyon Green. I certainly don't think it's going to be met prior, but I don't think at the end of next year, look, Tyler Steen has two years left on his contract. I don't think Tyler Steen is going to go into next summer as the starting right guard. So if Tyler Steen is the starter this year, I think he is eventually, I think he's replaced this time next year. Maybe I'm wrong.
Starting point is 00:49:15 We'll see. I think that's a pretty reasonable position because you're thinking about where he is right now. He's considered the likely starter. So even if he is the starter for the season, but it's disappointing, you know, that's losing the stock. I just, I don't think it's a stock that's worth that much right now, right? And so I think you could, if you were going to bet, I don't think you're going to lose all that much money, even if it's a worst case scenario when he loses the job. Whereas I think there's more, there's more upside on the positive end to like, if he is just a, an average starting right guard, I think that would be a bit of a boon for you in the market. So if you're like, if you're pricing out the possible outcomes, I think I would be more willing to buy.
Starting point is 00:50:16 But I agree with you about what I think is the likeliest outcome. Yeah. And this is one where you probably sit out. There was this, there's this wonderful investor. You might have heard of him. His name's Warren Buffett. Okay. And Warren Buffett, he spoke about like he was given the comparison to being up at, you know, stock market to this was I thinking of.
Starting point is 00:50:39 shareholder letter maybe 96 or so. And he was saying that you don't have to swing at every pitch, right? Like that's the difference between this and the baseball analogy. So the key in investing is just to stay until you find the pitch that you want. It's not like there's a strike three or ball four, right? You can just wait for the one. That's the ideal one. So in the game that we're doing, this is probably one where I say, you know what? I don't want to buy that stock, right? I don't own it right now, so I'm not selling it. I'm just going to sit that one out. Or we could just get rid of capitalism entirely. I mean, you and I will disagree on that. I actually think, well, we'll avoid that conversation.
Starting point is 00:51:27 Yeah, we'll avoid that conversation. I'm going to throw my last one out at you, Zach. Okay. Nicobi Dean. So right now, Nicobi Dean is considered, he might not even. him play this year. That's possible. And it's the final year of his rookie deal. A year
Starting point is 00:51:47 ago, he was not thought of super highly either. He was not even considered a starter. And by the middle of last season, boy, did you make a killing on buying Nikobie Dean stock. He was playing at a very high level. Coming off the microfracture surgery, the next and a long
Starting point is 00:52:03 line of injuries for him, is there a chance that he gets back to that level of play? Is there room for him and Zach Bonn and Jihad Campbell to be on the field at the same time? Or is it more likely that he's just heading off into pasture this offseason and going to a different team? Yeah, I think it's the latter is I'm probably, you know, whatever stock I have with with McCopee right now, and this was a fun stock to buy last year.
Starting point is 00:52:33 I am probably selling what I own of it and then I'm going to buy it back next year at a lower price going into its next. team. DeKobey Dean has the intangibles that I want to bet on. And again, I can't tell you physically how he's going to look post-injury here. But I don't know if it's going to be in Philly. Right. I mean, I think that Kobe's best opportunity is probably to latch on somewhere else because I just don't think at the end of this season, it makes sense to bring him back when you took Jahad Campbell. If Jahad Campbell is an edge rusher for you, that's fine.
Starting point is 00:53:09 but even still, you know, they paid Zach Bond $17 million a year, right? They just drafted Jeremiah Trotter Jr. in the fifth round. Smile Mondin Jr. in the fifth round. Are you giving a contract extension to Nicopi Dean? It's hard for me to see it. So you hate it because he was playing well and like he's wired the right way. And it was just such a devastating injury. But the Campbell traffic in particular, I just don't see the long-term
Starting point is 00:53:39 future here in Philly for NCOBE. But do you think there's a chance that he plays when he gets on the field this season to a level where he actually has a reasonable market in the free agency? I just think it's going to take time, right? Like maybe the end of the year, he has a few games there. And there's a, you know, there are a few stories about we're starting to see the real Nicopa Dean. But that's a, that's a brutal injury.
Starting point is 00:54:04 We got to remember the injury occurred in January. All right. This is, this is, January injuries are tough, right? I mean, Sydney Brown had a January ACL injury, which is not, you know, which is considered, um, less significant. I mean, they're all significant, but less significant than what Nicopa Dean dealt with. And Sydney Brown wasn't quite himself all year last year, it seemed like, right? Like he, he didn't quite get back to trusting himself, uh, until, you know, a point mid or
Starting point is 00:54:34 or later through the year. So I have a hard time seeing Nicola. being what they need him to be. Okay. And look, Nikobi, if you're watching right now, like prove me wrong.
Starting point is 00:54:46 Prove me wrong. It's, it's, I don't like selling this many stocks here, but I'm just trying to be honest. And I tried to pick, I tried to pick players that I thought were, or like polarizing.
Starting point is 00:54:58 Like there's, there's a lot of stock that I would buy right now. But, but this is, these are guys that at that. Miles Inton, for instance. I would probably, yeah, not.
Starting point is 00:55:10 Well, it depends on the injury yesterday, right? But we'll see. We'll see. Super chat from CDP, Zach, who says, Peckness, migrate. Adam Peters, Adam Schaefter, Adam Smith. Sorry, can you just, who's Adam Smith? I mean, the founder of economics.
Starting point is 00:55:35 The founder of economics, Adam Smith? The Invisible Hand? Isn't that Adam Smith? Oh, the Scottish. Okay. Yeah. Sorry, I should have known this. I mean, I don't know enough about it.
Starting point is 00:55:51 He's playing off of your pro-capitalism is what is the... Yeah, I... Yeah. In my defense, he passed away in 1790 before my time. I don't know. Sorry about this. I'm embarrassed. I'm going to go with...
Starting point is 00:56:11 So you're going to migrate him because he's already been dead? Yeah. Yeah, I'm definitely nesting Adam Schaefter and I'm pecking, I guess, Adam Peters in this case. I don't know enough about Adam Smith. I don't know if that in the announcement of your nesting with Adam Schaefter, which agency will get credit for finalizing the deal? Athletes first. Yeah.
Starting point is 00:56:34 Okay. Ha, ha, ha. Am I love to sneak one wild card in for you? Or I know he was super chast. I just want your view on one real quick. Kevin Patole. Are you buying or selling your Kevin Ptoll? That's a good one.
Starting point is 00:56:56 I think I would buy because I think he's being thought of as the Brian Johnson equivalent, right? Where it's the guy, the in-house replacement coming off a Super Bowl, you're probably expecting it to be a bit of a comeback. And I think they have a realistic chance of doing some things better on offense. than they did last year. And I think the offense over the course of the season last year probably underperformed its talent. Not when it mattered, but on the aggregate,
Starting point is 00:57:30 I think that's fair to say. And so, yeah, I think there's a chance that they could be better this season. Yeah. Now, if they have a good year, see a head coach somewhere next year? I mean,
Starting point is 00:57:44 I guess that's the precedent, right? That's the end. Yeah. Yeah, Jowen's, uh, John will be like seven new plate coach I'm not counting but I'll play that up
Starting point is 00:57:57 yeah that's very funny all right we got a couple super chats to get to before we get out of here but we got to do it in overtime Joe Rockhead with the super chat for his
Starting point is 00:58:18 he says with the loss of Ed Snyder there seems to be a void with ownership with the Lurrie donation does this now fill their void thought I say yes there seems to be a void with ownership the lorry donation does this now with the loss of Ed Snyder there seems to be a void
Starting point is 00:58:36 with ownership so the Flyers ownership I'm trying to I'm not such sure I understand it either is he talking specifically about shop yeah that's what I'm not sure on I'm trying to I'm trying to better understand the question Joe if you can just
Starting point is 00:58:52 if you just add in in a non-super chat Joe explain Explain what you mean more and we'll get back to it. Claire, Zach also has a super chat for you. She wants you to pick this, migrate. This is no fun. Musk, Bezos, Zuckerberg.
Starting point is 00:59:09 She did this to me before. I mean, I'm not the, you know, I have a pretty good memory. I'm not the smartest. I'm not the pretty good memory. I have a pretty good memory. So, yeah, I'm going to stay. Just migrate at all time. Well, I'm going to stay away from this one here.
Starting point is 00:59:24 I mean, yeah, I'm going to say there's, there's, I know who I would migrate on that list, but I'm going to stay away from this one overall. Okay. All right. Let's see if Joe Rockett has followed up here. Yeah. I don't know. All right.
Starting point is 00:59:47 What else is going on, Zach? No, I'm doing well. Yeah, I was on Anthony's show this morning, posted a story. Got the Phillies game here in the corner. Big, I'm curious. I actually did want to ask you this, okay? Jesus Lazzardo comes back. Big game today.
Starting point is 01:00:10 It's a former pitcher. And I don't ask this in a patronizing way. I ask this in like an honest way. Don't take it in a patronizing way. Okay. I love baseball, but I'm not a pitcher. All right. So, Jesus, Lazzardo, I imagine those who are watching understand the context.
Starting point is 01:00:26 I'll give you the quick context. It was awesome this year. Howard had had been awesome. And then he had two. games that were like beyond dreadful. I mean, we're talking 12 earned runs and like just the worst types of performances you can imagine from a starting pitcher. And it was kind of determined that they think he was tipping pitches.
Starting point is 01:00:47 And so this was a big start. This was supposed to be a big start today. And he's been terrific today, right? I mean, the last I checked, I don't have the box score in front of me. But he had 10Ks through six innings. You know, the Cubs who have a really good offense, Phillies are up 6-1 right now and top the seventh. Tipping pitches, like, is it easy to, or how do you identify it?
Starting point is 01:01:09 How do you fix it? I'm just, is this something you ever dealt with or at that age, our, are batters? Yeah, I mean, this is more of, this is more of an advanced thing. You know, it's not like you have advanced scouts in high school. However, there is a time when one of my most proud moments of high school baseball was when I decoded the, like, the signs, you know, the, the, the coach on the other team of one of our rivals was, was calling the game for the pitcher, not the catcher, calling the game from the bench. And I decode, I mean, it was very easy to, I'm not, I like, I like a little cryptology
Starting point is 01:01:46 used to do the cryptic quote on that thing. It's fun, it's fun. That's a fun stuff. So, so I was able to then give our hitters, give them a heads up of what pitch was coming. So that was fun. So I wasn't the pitcher, I would never, I would, I would never be called with my pants down like that. Yeah. But it's fun to go, it's fun to be the one who figures it out. Now, I, I, I was watching the Giants Rockies game last night. And at the beginning of, I think it was like the third or fourth inning, Kyle Harrison, like the first pitcher, there was, they thought there was going to be a pitch clock violation. It, it wasn't, uh, because the communication wasn't working.
Starting point is 01:02:25 Would you like that or do, or do you like the old school catcher? giving you the sign. I'm sorry. I missed he just, he's sorry. What happened? No. So it wasn't a pitch clock by the thought it was going to be a violation. Yeah, but the reason he didn't pitch is because the communication wasn't working. You know how they wear the thing in their ear. Oh, the pitchcom wasn't working. Yeah. Yeah, exactly. Sorry. I didn't explain that well. The pitchcom wasn't working. So would you like that or would you rather the old school way where the catcher is giving you one finger? I mean, I've never, I've never had to, I've never gotten to actually do the pitchcom, so it's hard to say. But yeah, I mean, I'm romantic about, you know, calling the game myself.
Starting point is 01:03:05 And did you call your own game or did you trust the catcher? It would take a lot for the catcher to earn my trust. Yeah, that doesn't. By the end, by the end, Ronnie Reynolds was, I trusted him. He could call it. But I'm going to shake him off, but, you know, I'll follow where he leads. Okay. Okay.
Starting point is 01:03:27 I'm fascinated by that. Yeah, another super chat from Callum. who says ZB, if you had to learn an instrument, which would you rather learn? A guitar with a broken string or a piano missing two keys or a rusty trombone? A piano missing two keys, right?
Starting point is 01:03:46 First off, I have a little bit of experience with piano. So I can, I think I can navigate it. There's what, 88 keys on a piano, is that correct? So if you're missing two keys, you still have 80 keys at your disposal. A guitar with a broken string. How many? There's, there are what, five strings on a guitar, four strings on a guitar? So percentage-wise, you're just affected a little bit more.
Starting point is 01:04:13 And then I see in the chat, do not discuss the last one here. I don't know what that means, the trombone one. So I'm going to stay away from that one. Thank you. I think you avoided that landmine deeply. Nicely, talk. Uh, birthday plans. What do you got tonight? Anything good? Oh, we got the final of, uh, very nice.
Starting point is 01:04:36 Look at that. Happy birthday. We, we're not in studio, but, you know, I, I, I just want to say, Julia, an amazing producer. Oh, well, she's more than a producer and more than a friend. She's head of production, okay? Amazing head of production. Um, you know, we, we had some, some stuff plans. So kind of keep your head on a swivel because maybe it'll pop up it at another time. But, I should tell the audience, originally the plan was not to do this via stream yard. But there's some stuff going on in our studio today. That's true.
Starting point is 01:05:09 Yes. Yeah, I'm dinner with the family at home. I've got a big championship game in our Pokemon tournament. We've got Armourge against Arcanon, big upset in the semi. So it should be a fun matchup. Good luck tonight. Which team are you?
Starting point is 01:05:29 I will probably be Armourge. night. Gotcha. Okay. Yeah. Just for the record, Joe, on that other super chat, circled back to say just that there had been a void of,
Starting point is 01:05:43 like, public donations from the Philadelphia-based ownership groups. And things like that has fixed. Yeah. Yeah. Yeah, I was reading the inquirer's story about Jeffrey Luror's
Starting point is 01:05:57 donation, and it said that he searched like around, He searched around the world, Europe, around the country, for the best place to allocate these resources. And he decided that chop and pen medicine was the place to turn. So I think that's awesome. We're lucky to live in a city that has a world-class medical system. It's not something to take for granted. That's it.
Starting point is 01:06:23 All right. That'll do it. Thank you very much, Zach. Thank you very much, Julia. We will talk to you tomorrow, 2 o'clock. We got the Duffman coming in studio. We're going to have a duff mate on Friday as well for the big Super Bowl draft. We're going to do a little look ahead before the show tomorrow.
Starting point is 01:06:40 So it'll be fun. None of your business on that front. For Zach and Julia, I'm Bo, we thank you for listening and watching. Happy birthday, of course, to Bo Wolf. And as always, we look.

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