From the episode

Ray Davis. Um, not only does he have contingent value of cook gets hurt. They're talking about giving Davis, uh, cook more passing game work. Yeah. And to me, that means less Ty Johnson and more Ray Davis.

STACKED’s take

Positive signalValue

Davis gains passing game work; reduced Ty Johnson role boosts his floor.

Ray Davis has contingent value if Cook gets hurt; the team is discussing giving Davis more passing game work, which Zachariason interprets as reducing Ty Johnson's role and increasing Davis's floor and upside in best ball.

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