Coaching Carousel & Changes in NFL Markets for 2026

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00:00Taking a look at other markets as well, looking at Baltimore, like they just let go of the guy

00:04we think might want the job in New York, and that's Mr. Harbaugh. Now they're open. Lamar

00:09Jackson is a commodity that not many teams have. So for me, when I look to hire, I want an offensive

00:15guy. The leader in the clubhouse right now for Baltimore, that's Jesse Minter at a 30% chance

00:21here. No is at 71 cents. The yes is at 30 cents. But for me, I also look, how about this? Well,

00:27Sonny, you just said Cliff Kingsbury is a good spot in New York. Well, he's at such a cheap price.

00:31You could take him at multiple outlets and still have an investment that makes sense. Kingsbury

00:35listed at 8% to be the Baltimore Ravens head coach. A $100 investment pays back at $1250, Joe. Offense,

00:42Lamar Jackson, innovated. Give me Kingsbury there as well. All right, listen, not a bad look,

00:48but it's amazing to me because this one, a tale of a couple of different markets. We're seeing

00:55massive disagreements between two markets on these coaching searches right now. And I mean,

01:02let's face it. I think this is fascinating because in one side, one market there is pricing defensive

01:10continuity, right? With Jesse Minter. The other markets here, Donnie, are pricing offensive guys,

01:17Stefanski and Nagy at the top. So that's two completely different styles. And the way

01:25the market sees who's going to be the next head coach here. So it's not easy to arbitrage these

01:31kinds of things. But my goodness, I mean, tell me, who do you think if you like Kingsbury,

01:37are they going to go offense or are they going to stick with continuity and the known commodity

01:42and stick with the defensive sides? Fascinating.

01:45I, I gotta go offense here in Baltimore. Cause you take a look at Brian Flores, you know,

01:49back between the sixth and the seventh of the month, Flores is trading at a 25% chance,

01:54which he's lower now. But if you look at the two leaders right now in the clubhouse,

01:57Minter is defense. Flores is defense. I can't do that. Lamar Jackson is asking for your help.

02:03Get him an offensive innovator for me. So if I actually went, no, it would be on Minter. Now the

02:08know he's trading at 71 cents here. So a hundred dollar investment would pay back 141. I'm going

02:14against the defensive continuity that will be there. Handle Lamar Jackson, keep him healthy,

02:19keep him in the pocket and give him some offense to run. Give me an offensive guy, Joe. Come on now.

02:25Well, I will say this because right away, what you're seeing is that two different markets are

02:30pricing two completely different front office philosophies here, Donnie. Right. And I got to tell

02:37you when the market disagrees this much to me, it means nobody has a clue as to which direction

02:44they're going. So to your point, I think the smart money play here is to fade the favorites on both

02:51sides here and look to go down the board on maybe some of the longer shots because uncertainty usually

02:58favors the field here. And keep up on your social media stuff. You can get this information,

03:04a little tidbit. Somebody's flying in the meat here. Somebody has some good vibes there.

03:07These numbers are changing on a minute to minute, hour to hour basis and make sure you keep up on

03:11that. And you can certainly be able to make a good investment. Get in, get out, get paid, Joe. That's

03:15what they call it here. Let's head out to Vegas. Who's their next head coach? Well, we certainly know

03:19it's not going to be Pete Carroll. Do you know the favorite right now is it's Brian Flores at a 37%

03:24chance? Then you see Klink Kubiak at 14%. And so it goes. This one is probably one of the hardest

03:30spots where I'm saying to myself, what actually makes the most sense? You don't have your quarterback

03:34yet. You figure it's probably going to be Mendoza. You don't have a very good defense, but you have a

03:39lot of cap space, Joe. And more importantly, a lot of draft capital to deal with as well.

03:44You know, another one of these situations, Donnie, where we've got completely different guys

03:50and completely different philosophies across the market here, which is kind of crazy.

03:57And again, which way are they going to go? Which way do you think the organization is going to go?

04:02Are they going to be more focused on the defensive side or are they going to be more focused on the

04:08offensive side? We've seen Mike McCarthy's name in a lot of these markets, right? And listen,

04:14Polymarket, he's very much alive, right? At 44%. But Flores is also very much alive. So it tells me

04:23that once again, Donnie, we've got conflicting markets here. One market looks like they're going

04:29defense. The other one thinks maybe offense. Another great opportunity to go, yeah, no. I don't think

04:36anybody has any idea which way they're going to head here. I'm looking to fade all of those guys at the

04:42top of the market.

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