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The Late-Round Fantasy Football Podcast · Saturday, September 26

The Show: Navigating Injuries, Early-Season Player Comps, and More

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JJ and Kitchen break down Thursday Night Football fallout (Falcons blowout of Packers, Michael Penix's return boosting Drake London, and the Packers passing game concentrating targets on Christian Watson/Matthew Golden), then work through a heavy wave of week-three injuries across QB, RB, WR, and TE. They close with a new statistical comp tool for early-season breakouts, players they like over consensus, bold predictions, and look-ahead waiver targets.

This week's Late Round show is built almost entirely around Week 2's carnage — quarterback and wide receiver injuries piling up across the league — plus a new experimental "comp tool" JJ built to find historical statistical matches for early-season breakouts. The central argument threading through the episode is that panic and overreaction after two weeks (whether about zero-RB, backup running backs, or hyped rookies) are usually wrong, and the hosts spend most of the runtime trying to separate real signal from noise in crowded backfields and receiver rooms.

The arguments

The Packers backfield is dead, but their receiving corps just became a league-winning unit. JJ argues the offensive line is bad enough that no back — not Marshawn Lloyd, not Caleb Johnson, not even a hypothetical Josh Jacobs — can be trusted, and Jacobs "isn't walking through that door" to fix it. With Jayden Reed out, targets are funneling almost entirely to Christian Watson and Matthew Golden, both of whom are projecting over 18 PPR points per game, and JJ calls them legitimate league winners even with Jordan Love playing poorly.

Michael Penix's return makes Drake London a locked-in WR1, and it may be reshaping how the Falcons view their whole passing game. JJ notes Penix-era London has been outproduced only by Puka Nakua in fantasy points per route run since 2024, and floats a theory (his own speculation, not consensus) that offensive coordinator Zac Robinson's scheme — not Penix — was the problem last year given how Tampa Bay's passing attack has looked without him. Bijan Robinson is confirmed as fantasy's clear RB2, but JJ still ranks Jahmyr Gibbs above him given the Lions' offense and Gibbs' superior backfield share.

Don't overreact and declare zero-RB vindicated after two weeks of receiver injuries. JJ pushes back hard on the discourse around Nico Collins, Zay Flowers, and Puka Nakua all landing hurt, arguing the real asymmetry in zero-RB's downside is that backup running backs get predictable, valuable volume when a starter goes down, while backup receivers (Keyshawn Boutte, Xavier Hutchinson) don't automatically inherit value. He says there will always be more hurt receivers than backs in raw numbers simply because there are more receivers, and cautions against drawing conclusions from a two-week sample.

Chuba Hubbard is undervalued by the market following Jonathan Brooks' second IR stint. JJ's new comp tool gives Hubbard a 90% chance to finish as a top-24 back and 30% chance at RB1 based on similar early-season workloads, reinforcing his read that the market hasn't fully priced in Brooks' unreliability even though he doesn't view Hubbard as an elite talent.

Rasheed Rice's early comps are concerning relative to his ADP. Despite being drafted as a top-12 receiver, Rice's top-10 statistical comps include busts like Chris Hogan's disastrous 2018 season, with most comps scoring under 12 PPR points per game — a red flag JJ flags explicitly as anchored-to-ADP rather than talent evaluation, meaning it reflects how far he could fall short of expectation, not a talent claim.

Several new injuries (Mason Taylor, Dallas Goedert, David Njoku, AD Mitchell) are opening real Week 3 opportunities. JJ is notably higher than consensus on Kenyon Sadiq against Detroit given Taylor's absence and a favorable tight end matchup, and separately likes Cade Concepcion over the more hyped Denzel Boston this week given Concepcion's slot role against a Carolina defense that leaks a high share of points to slot receivers.

What it means for your roster

  • Start with confidence: Christian Watson and Matthew Golden as high-end WR2/flex plays; Drake London as a true WR1 given Penix's return.
  • Bench/fade: All Packers running backs (Lloyd, Johnson, Brooks) — JJ has soured further than his preseason ranking on Lloyd specifically.
  • Waiver priority: Chuba Hubbard (buy, not just handcuff — treat as a likely bell cow), Kenyon Sadiq (streaming TE1 with upside vs. Detroit), Trey Tucker (JJ calls him one of the most undervalued rostered players right now), Rondale Moore-type Cleveland dart Rondae Gadsden (add in most leagues).
  • Sit/caution: Any Chicago Bears pass-catcher outside Jalen Coker until Caleb Williams' offense stabilizes; entire Miami WR room outside De'Von Achane/Tyreek-replacement Chris Bell as a stash only.
  • Trade/roster construction takeaway: Don't panic-trade based on the "zero-RB is dead" or "zero-RB is validated" narratives after two weeks — backup RB value is inherently more projectable than backup WR value, so don't assume Boutte/Hutchinson-type players are automatic starts just because a Nico Collins or Zay Flowers is out.
  • Speculative adds: Cade Concepcion over Denzel Boston in fringe lineup decisions this week; DeMont Claiborne over DJ Dallas as the higher-ceiling speculative Broncos add with Aaron Jones banged up.
“That's my husband” — Taylor Swift (via broadcast reaction, referenced by JJ)

Players in this episode

Bijan Robinson · RB, ATL

→ Clear RB2 in fantasy football currently, though hosts still prefer Jahmyr Gibbs.

Jahmyr Gibbs · RB, DET

↑ Preferred over Bijan Robinson due to better backfield share and more trusted offense.

Saquon Barkley · RB, PHI

→ Limited in practice but expected to play; his route share has been lower than expected with Will Shipley taking pass-pro/receiving snaps, raising target-share concerns.

Drake London · WR, ATL

↑ With Michael Penix back, his fantasy points per route run since 2024 trails only Puka Nacua's; considered a fringe top-5 WR and clear WR1 rest of season.

Brock Bowers · TE, LV

→ Limited/absent from practice reports created uncertainty; a report suggested he's 'more likely than not' to play, but later another update said he wasn't seen practicing, adding doubt.

Rashee Rice · WR, KC

↓ Comp tool results are poor (comps average under 12 PPR pts/game) despite high ADP-based expectations; a cautionary flag.

Travis Etienne · RB, NO

↓ Saints backfield has been weird; his snap rate isn't much different than in Jacksonville, and Alvin Kamara outworked him on the ground last week, tempering RB1 hopes.

Luther Burden · WR, CHI

→ Has been a frequent first read with good separation metrics; could see WR3 streaming value if Bagent starts, but comp data isn't bullish (no top-12 finishes among comps).

Jaylen Warren · RB, PIT

↑ If Rico Dowdle sits, Warren is viewed as a fringe RB1 play with expected heavy receiving work against the Bengals.

Tony Pollard · RB, TEN

↑ Bold prediction as an RB1 this week despite RB28 consensus rank, citing strong efficiency metrics and a favorable Giants matchup.

Christian Watson · WR, GB

↑ Posting elite expected PPR points per game (18+) with Jaden Reed out; hosts call him a league-winner with a crazy weekly ceiling.

Chuba Hubbard · RB, CAR

↑ Comp data gives him a 90% chance to finish as a top-24 RB and 30% chance at RB1; viewed as undervalued given Brooks' injury history.

Kyle Pitts · TE, ATL

↓ Was the only bad fantasy performer in an otherwise strong Falcons offensive game; sees worse numbers with Michael Penix under center.

Oronde Gadsden · TE, LAC

↑ With David Njoku out, Gadsden has a good matchup and should be rostered in most leagues as a dart throw.

Jonathon Brooks · RB, CAR

↓ Placed on IR again, reinforcing that Chuba Hubbard should be treated as a bell-cow and is undervalued by the market.

MarShawn Lloyd · RB, GB

↓ Looking stiff and average this season, possibly due to hamstring issues; in hindsight was ranked too high in the draft guide.

Kenyon Sadiq · TE, NYJ

↑ With Mason Taylor out, Sadiq faces a top-3 tight end matchup vs Detroit and saw a 67% route share last week; could be a breakout spot.

Josh Downs · WR, IND

↑ With Alec Pierce on IR, Downs is ranked 6-7 spots higher than consensus in rest-of-season rankings; a buy.

Emmett Johnson · RB, KC

↑ Ranked RB34 vs consensus RB41; great matchup vs Miami's run defense, favorable coach speak, hosts lament that Minnesota didn't draft him instead of DeMond Claiborne.

Jonah Coleman · RB, DEN

→ Getting hype amid Broncos backfield injuries (Dobbins, Harvey) but hosts caution against burning top waiver priority unless both other backs are out long-term.

Matthew Golden · WR, GB

↑ Alongside Watson, over 18 expected PPR points per game as Green Bay's passing volume funnels to him with Reed injured.

Jalen Coker · WR, CAR

↑ Strong comp tool results (avg 13.2 PPR pts/game, 50% chance top-24 WR); was limited early in week but trending to play.

Bryce Young · QB, CAR

↑ Ranked QB14 (vs consensus QB17); performing well efficiency-wise, favorable matchup vs Cleveland's weak pass rush, and hosts expect a higher-scoring game.

Kaleb Johnson · RB, GB

↓ Looks ordinary/average so far this season.

Tre Tucker · WR, LV

↑ Called one of the most undervalued players in fantasy due to a high rate of routes run with limited WRs on the field, boosting target share potential.

Michael Penix · QB, ATL

↑ Struggled early but settled in and looked great under center; his return is viewed as huge for the offense, especially Drake London.

Marcus Mariota · QB, WAS

→ Likely starter with Jayden Daniels out; not the worst backup option, and Commanders' heavy 11-personnel usage should continue.

Tyson Bagent · QB, CHI

→ Currently in concussion protocol as Caleb Williams' backup; status uncertain for practice.

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