4-2-4 and Huns

Last night, in the game at Stamford Bridge, Liverpool started with a formation that could have been described as a 4-2-4. While Cody Gakpo ultimately played in midfield, to make it a more conventional 4-3-3, he is ultimately a forward who was playing there, and made Liverpool vulnerable down the left side for the duration of the first half.

This wasn’t the first time Liverpool lined up in a 4-2-4 without an obvious holding midfielder. For a while during the title chase of 2013-14, Liverpool lined up broadly similarly, with Gerrard and Henderson in central midfield, and Sterling, Sturridge, Suarez and Coutinho forming a front four.

And the thing that characterised a lot of games in that title chase was Liverpool’s fast starts. I remember this game against Arsenal (I wasn’t watching) when Liverpool went 4-0 or something up very very quickly. That was emblematic of that half season – very very quick starts, lots of goals up front, and then quickly tiring and  having to hold on for dear life in the end of the game.

When Liverpool failed to score early, like they did in the game against Chelsea (when Gerrard famously slipped, and when Salah started for Chelsea), they would get immensely frustrated and look short of ideas. It was very different to recent years when Liverpool have been able to conjure up last minute equalisers and winnres.

Anyway, yesterday seemed like 2013-14 again. Liverpool was clearly the better team in the first half hour, only a very tight offside prevented the game from going 2-0. The profusion of forwards, and Alexis Mac Allister pinging balls to all parts of the frontline, meant that Liverpool dominated.

Then the inevitable happened – Chelsea settled. Their midfield three got working and soon Liverpool were massively overrun in midfield. Chelsea quickly got one back, almost got one more, and dominated most of the rest of the game (until Liverpool took of Salah and Diaz for a pair of kids).

The thing with the 4-2-4 is that it is an unusual and incredibly attacking formation. The opposition will inevitably take time to settle down against it and figure out how to deal with it. And in that time, the attacking team needs to make merry and score as much as they can (Liverpool only got one).

Once the opposition settles down, the shortage of personnel in midfield can be quickly exploited and the opposition starts dominating the game.

As I was watching, I was reminded of the Age of Empires (2; the conquerors expansion) which I used to play back in college. There, you can select the civilisation you want to play as (sometimes it’s “random”). A few people used to prefer to play as Huns.

The thing with Huns is that they don’t need to build houses (they are nomadic), and so can grow very quickly very fast. And in an AoE game, if you are playing as the Huns, the only strategy is to attack quickly and cause enough damage to the opposition in the opening stages of the game that they can’t recover after that. Because once the opposition has settled down, the Huns’ speed advantage has lost its bite.

And so, playing a 4-2-4 in football is similar to playing as the Huns in AoE. You better make a good start and inflict enough damage on the opposition in the early stages so that they aren’t able to sufficiently damage you back after they’ve inevitably settled down.

Connecting these two topics – I heard on commentary last night that Liverpool has never won a game where a Hungarian has represented them. That trend continues after last night. Hopefully Dominik Szoboszlai can make amends soon.

New blood joins this team

I intended to write this a year ago, when Sadio Mane left Liverpool after six brilliant years at the club. There was much heartbreak among the club fan base about Mane leaving, and a lot of people saw it as a failure on the part of the management and ownership in terms of not being able to keep him.

Now, a year on, I admit that Darwin Nunez hasn’t quite set the club on fire (though I personally quite like him), but as a general principle, this kind of “freshening up” is a highly necessary process in a team, if you need to avoid stagnation.

A month or two back, I was watching some YouTube video on “Liverpool’s greatest Premier League goals against Manchester City” (this was just before the 4-1 hammering at the Etihad). As the goals were shown one by one, I kept trying to guess which season and game it was in.

There were important clues – whether Firmino wore 9 or 11, whether Mane wore 19 or 10, the identity of some players, the length of Trent Alexander Arnold’s hair, my memory of the scoreline from that game, etc. (Liverpool always wear the home Red at the Etihad, so the colour of the away kit wasn’t a clue).

However, for one goal I simply wasn’t able to figure out which season it was. There was TAA wearing 66, Fabinho, Henderson, the fab front three (Firmino-Mane-Salah, wearing 9-10-11 respectively) and Robertson. That’s when it hit me that for a fairly long time, a large part of Liverpool’s team had stayed constant! There was very little change at the club.

Now, there are benefits to having a consistently settled team (as the fabulous 2021-22 season showed), but there is also the danger of stasis. In something like football where careers are short, you don’t want the whole team “getting old together”. In the corporate world, people can get into too much of a comfort zone. And cynicism can set in.

Good new employees are always buzzing with ideas, fearless about what has been rejected before and who thinks how. As people spend longer in the organisation, though, colleagues become predictable and certain ways of doing things become institutionalised. Sooner than you know it, you would have become a “company man”, (figuratively) wearing the same white shirt and blue suits as your fellow company men, and socialising with your colleagues at the (figurative) company club.

There can be different kinds of companies here – some companies allow people to retain a lot of their individuality; and there the “decay” into company-manhood is slower. In this kind of a place, the same set of people can stay together for longer and still continue to innovate and add significant value to one another.

Other companies are less forgiving, and you very quickly assimilate, and lose part of your idiosyncrasy. Insofar as innovation comes out of fresh ideas and thinking and unusual connections, these companies are not very good at it. And in such companies, pretty much the only way to keep the innovative wheel going and continue to add value is by bringing in fresh blood well-at-a-faster-rate.

Putting it another way, if you are a cohesive kind of company, some attrition may not actually be a bad thing (unless you are growing rapidly enough to expand your team rapidly). To grow and innovate, you need people to think different.

And you get there either by having the sort of superior culture where existing employees continue to think different long after they’ve been exposed to one another’s thoughts; or by continuing to bring in fresh employees.

There is no other way.

Darwin Nunez and missed chances

There is one “fact” I’m rather proud of – it is highly likely (there is absolutely no way to verify) that in CAT 2003-4 (scheduled for 2003; then paper got leaked and it was held in Feb 2004), among all those who actually joined IIMs that year, I had the most number of wrong answers.

By my calculations after the exam (yeah I remember these things) I had got 20 answers wrong (in a 150 question paper). Most of my friends had their wrong counts in the single digits. That I did rather well in the exam despite getting so many answers wrong was down to one thing – I got a very large number of answers right.

Most readers of this blog will know that I can be a bit narcissist. So when I see or read something, I immediately correlate it to my own life. Recently I was watching this video on striker Darwin Nunez, and his struggles to settle into the English Premier League.

“Nobody has missed more clear chances this season than Darwin Nunez”, begins JJ Bull in this otherwise nice analysis. Somewhere in the middle of this video, he slips in that Nunez has missed so many chances because he has created so many more of them in the first place – by being in the right place at the right time.

Long ago when I used to be a regular quizzer (nowadays I’m rather irregular), in finals I wouldn’t get stressed if our team missed a lot of questions (either with other teams answering before us, or getting something narrowly wrong). That we came so close to getting the points, I would reason, meant that we had our processes right in the first place, and sooner or later we would start getting those points.

In general I like Nunez. Maybe because he’s rather unpredictable (“Chaos” as JJ Bull calls him in the above video), I identify with him more than some of the more predictable characters in the team (it’s another matter that this whole season has been a disaster for Liverpool -I knew it on the opening day when Virgil Van Dijk gave away a clumsy penalty to Fulham). He is clumsy, misses seemingly easy chances, but creates some impossible stuff out of nothing (in that sense, he is very similar to Mo Salah, so I don’t know how they together work out as a portfolio for Liverpool. That said, I love watching them play together).

In the world of finance, losing money is seen as a positive bullet point. If you have lost more money, it is a bigger status symbol. In most cases, that you lost so much money means that your bank had trusted you with that much money in the first place, and so there must be something right about you.

You see this in the startup world. Someone’s startup folds. Some get acquihired. And then a few months later, you find that they are back in the market and investors are showering them with funds. One thing is that investors trust that other investors had trusted these founders with much more money in the past. The other, of course, is the hope that this time they would have learnt from the mistakes.

Fundamentally, though, the connecting thread running across all this is about how to evaluate risk, and luck. Conditional on your bank trusting you with a large trading account, one bad trading loss is more likely to be bad luck than your incompetence. And so other banks quickly hire you and trust you with their money.

That you have missed 15 big chances in half a season means that you have managed to create so many more chances (as part of a struggling team). And that actually makes you a good footballer (though vanilla pundits don’t see it that way).

So trust the process. And keep at it. As long as you are in the right place at the right time a lot of times, you will cash on average.

Dhoni and Japan

Back in MS Dhoni’s heyday, CSK fans would rave about his strategy that they called as “taking it deep”. The idea was that while chasing  a target, Dhoni would initially bat steadily, getting sort of close but increasing the required run rate. And then when it seemed to be getting out of hand, he would start belting, taking the bowlers by surprise and his team to victory.

This happened many times to be recognised by fans as a consistent strategy. Initially it didn’t make sense to me – why was it that he would purposely decrease the average chances of his team’s victory so that he could take them to a heroic chase?

But then, thinking about it, the strategy seems fair – he would never do this in a comfortable chase (where the chase was “in the money”). This would happen only in steep (out of the money) chases. And his idea of “taking it deep” was in terms of increasing the volatility.

Everyone knows that when your option is out of the money, volatility is good for you. Which means an increase in volatility will increase the value of the option.

And that is exactly what Dhoni would do. Keep wickets and let the required rate increase, which would basically increase volatility. And then rely on “mental strength” and “functioning under pressure” to win. It didn’t always succeed, of course (and that it didn’t always fail meant Dhoni wouldn’t come off badly when it failed). However, it was a very good gamble.

We see this kind of a gamble often in chess as well. When a player has a slightly inferior position, he/she decides to increase chances by “mixing it up a bit”. Usually that involves a piece or an exchange sacrifice, in the hope of complicating the position, or creating an imbalance. This, once again, increases volatility, which means increases the chances for the player with the slightly inferior position.

And in the ongoing World Cup, we have seen Japan follow this kind of strategy in football as well. It worked well in games against Germany and Spain, which were a priori better teams than Japan.

In both games, Japan started with a conservative lineup, hoping to keep it tight in the first half and go into half time either level or only one goal behind. And then at half time, they would bring on a couple of fast and tricky players – Ritsu Doan and Kaoru Mitoma. Basically increasing the volatility against an already tired opposition.

And then these high volatility players would do their bit, and as it happened in both games, Japan came back from 0-1 at half time to win 2-1. Basically, having “taken the game deep”, they would go helter skelter (I was conscious to not say “hara kiri” here, since it wasn’t really suicidal). And hit the opposition quickly, and on the break.

Surprisingly, they didn’t follow the same strategy against Croatia, in the pre-quarterfinal, where Doan started the game, and Mitoma came on only in the 64th minute. Maybe they reasoned that Croatia weren’t that much better than them, and so the option wasn’t out of the money enough to increase volatility through the game. As it happened, the game went to penalties (basically deeper than Japan’s usual strategy) where Croatia prevailed.

The difference between Dhoni and Japan is that in Japan’s case, the players who increase the volatility and those who then take advantage are different. In Dhoni’s case, he performs both functions – he first bats steadily to increase vol, and then goes bonkers himself!

Luxury and frugal managers

You remember very random things from business school, nearly two decades on. Usually none of this is academic – the lessons are only “internalised”, not “learnt”. A lot of it is from outside the classroom, silly things someone said or did or posted on the internal bulletin board. Most of the stuff you remember are rather arbitrary things that professors said, and made it seem like something profound.

“Management is like making music”, one professor lectured to us in the first week of classes at IIMB, back in 2004. “First you make music with what you have, and when you don’t have that, you make music with what you have left”. It was rather random, but random enough to stick in my head 18 years on.

It has been another disappointing season beginning for Liverpool. I didn’t watch the Crystal Palace game last night, but I clearly remember feeling at multiple points during the draw at Fulham that this was “like 2020-21 all over again”. The sort of mistakes that Virgil Van Dijk made. The length of the injury list. More players (Thiago) going off injured midway through the game. Nat Phillips starting. And add some new issues – like having your shiny new striker getting himself sent off and suspended for 3 games for a stupid show of anger.

I see the list of substitutes.

  • 2
    Joe Gomez (s 63′)
  • 8
    Naby Keita
  • 13
    del Castillo Adrian
  • 14
    Jordan Henderson (s 63′)
  • 21
    Konstantinos Tsimikas (s 63′)
  • 28
    Fabio Carvalho (s 79′)
  • 43
    Stefan Bajcetic
  • 72
    Sepp van den Berg
  • 42
    Bobby Clark

Yes, there are youngsters (unlike 2021-22) but that is fully understandable. What I don’t understand is seeing youngsters I’ve never heard of. Two games in, I’m already getting the feeling that this will be a really hard league campaign.

I wonder if Klopp is more of a “luxury manager” than a “frugal manager”. These are two very different management styles, requiring very different skillsets. The names are fairly descriptive.

Luxury managers need luxury. They need resources for “option value”. In the corporate context, they need large budgets and space and little control over how they operate. And given all of this, a lot of the time, they deliver big. Yes – there are cases where they spectacularly fail (in which case they don’t stay on in their management jobs), but when they do deliver they deliver big.

Frugal managers don’t need any of this luxury. They are experts at making the most of whatever they have been given. In Ramnath’s words, they are adept at “making music with what they have left”. Any kind of luxury, any kind of optionality, seems like a waste to them. Why pay the option premium when you can get the same payoff through a complicated basket of one deltas?

And just like any other dichotomies (think of studs vs fighters, for example), luxury and frugal managers struggle in the opposite settings. Without the luxury, luxury managers are simply out of their depth. They are necessarily wasteful (a bit like Salah) and cannot produce if they are not able to waste some. However, they win big when they do.

Frugal managers are good at eking out solutions in terms of adversity, but abundant resources can overwhelm them. They won’t know what to do with it. More importantly, they are unable to deal with the expectations of delivering big (which come with the luxury) – they have been experts at delivering small against nonexistent expectations.

What about teams though? If you’ve been used to working for a luxury manager, what happens when you get a frugal manager? And the other way round? I don’t have immediate answers for this but I suppose you will struggle as well?

Mo Salah and Machine Learning

First of all, I’m damn happy that Mo Salah has renewed his Liverpool contract. With Sadio Mane also leaving, the attack was looking a bit thin (I was distinctly unhappy with the Jota-Mane-Diaz forward line we used in the Champions League final. Lacked cohesion). Nunez is still untested in terms of “leadership”, and without Salah that would’ve left Firmino as the only “attacking leader”.

(non-technical readers can skip the section in italics and still make sense of this post)

Now that this is out of the way, I’m interested in seeing one statistic (for which I’m pretty sure I don’t have the data). For each of the chances that Salah has created, I want to look at the xG (expected goals) and whether he scored or not. And then look at a density plot of xG for both categories (scored or not). 

For most players, this is likely to result in two very distinct curves – they are likely to score from a large % of high xG chances, and almost not score at all from low xG chances. For Salah, though, the two density curves are likely to be a lot closer.

What I’m saying is – most strikers score well from easy chances, and fail to score from difficult chances. Salah is not like that. On the one hand, he creates and scores some extraordinary goals out of nothing (low xG). On the other, he tends to miss a lot of seemingly easy chances (high xG).

In fact, it is quite possible to look at a player like Salah, see a few sitters that he has missed (he misses quite a few of them), and think he is a poor forward. And if you look at a small sample of data (or short periods of time) you are likely to come to the same conclusion. Look at the last 3-4 months of the 2021-22 season. The consensus among pundits then was that Salah had become poor (and on Reddit, you could see Liverpool fans arguing that we shouldn’t give him a lucrative contract extension since ‘he has lost it’).

It is well possible that this is exactly the conclusion Jose Mourinho came to back in 2013-14 when he managed Salah at Chelsea (and gave him very few opportunities). The thing with a player like Salah is that he is so unpredictable that it is very possible to see samples and think he is useless.

Of late, I’ve been doing (rather, supervising (and there is no pun intended) ) a lot of machine learning work. A lot of this has to do with binary classification – classifying something as either a 0 or a 1. Data scientists build models, which give out a probability score that the thing is a 1, and then use some (sometimes arbitrary) cutoff to determine whether the thing is a 0 or a 1.

There are a bunch of metrics in data science on how good a model is, and it all comes down to what the model predicted and what “really” happened. And I’ve seen data scientists work super hard to improve on these accuracy measures. What can be done to predict a little bit better? Why is this model only giving me 77% ROC-AUC when for the other problem I was able to get 90%?

The thing is – if the variable you are trying to predict is something like whether Salah will score from a particular chance, your accuracy metric will be really low indeed. Because he is fundamentally unpredictable. It is the same with some of the machine learning stuff – a lot of models are trying to predict something that is fundamentally unpredictable, so there is a limit on how accurate the model will get.

The problem is that you would have come across several problem statements that are much more predictable that you think it is a problem with you (or your model) that you can’t predict better. Pundits (or Jose) would have seen so many strikers who predictably score from good chances that they think Salah is not good.

The solution in these cases is to look at aggregates. Looking for each single prediction will not take us anywhere. Instead, can we predict over a large set of data whether we broadly got it right? In my “research” for this blogpost, I found this.

Last season, on average, Salah scored precisely as many goals as the model would’ve predicted! You might remember stunners like the one against Manchester City at Anfield. So you know where things got averaged out.

Compensation at the right tail

Yesterday I was reading this article ($) about how Liverpool FC is going about (not) retaining its star forwards Sadio Mane and Mo Salah, who have been key parts of the team that has (almost) “cracked it” in the last 5 seasons.

One of the key ideas in the (paywalled) piece is that Liverpool is more careful about spending on its players than other top contemporary clubs. As Oliver Kay writes:

[…] the Spanish club have the financial strength to operate differently — retaining their superstars well into their 30s and paying them accordingly until they are perceived to have served their purpose, at which point either another A-list star or one of the most coveted youngsters in world football (an Eder Militao, an Eduardo Camavinga, a Vinicius Junior, a Rodrygo and perhaps imminently, an Aurelien Tchouameni) will usually emerge to replace them.

In an ideal world, Liverpool would do something similar with Salah and Mane, just as Manchester City did with Vincent Kompany, Fernandinho, Yaya Toure, David Silva and Sergio Aguero — and as they will surely do with De Bruyne.

But the reality is that the Merseyside club are more restricted. Not dramatically so, but restricted enough for Salah, Mane and their agents to know there is more to be earned elsewhere, and that presents a problem not just when it comes to retaining talent but also when it comes to competing for the signings that might fill the footsteps of today’s heroes.

To go back to fundamentals, earnings in sport follow a power law distribution – a small number of elite players make a large portion of the money. And the deal with the power law is that it is self-similar – you can cut off the distribution at any arbitrary amount, and what remains to the right is still a power law.

So income in football follows a power law. Income in elite football also follows the same power law. The English Premier League is at the far right end of this, but wages there again follow a power law. If you look at really elite players in the league, again it is a (sort of – since number of data points would have become small by now) power law.

What this means is that if you can define “marginal returns to additional skill”, at this far right end of the distribution it can be massive. For example, the article talks about how Salah has been offered a 50% hike (to make him the best paid Liverpool player ever), but that is still short of what some other (perceptibly less skilled) footballers earn.

So how do you go about getting value while operating in this kind of a market? One approach, that Liverpool seems to be playing, is to go Moneyball. “The marginal cost of getting a slightly superior player is massive, so we will operate not so far out at the right tail”, seems to be their strategy.

This means not breaking the bank for any particular player. It means ruthlessly assessing each player’s costs and benefits and acting accordingly (though sometimes it comes across as acting without emotion). For example, James Milner has just got an extension in his contract, but at lower wages to reflect his marginally decreased efficiency as he gets older.

Some of the other elite clubs (Real Madrid, PSG, Manchester City, etc.), on the other hand, believe that the premium for marginal quality is worth it, and so splurge on the elite players (including keeping them till fairly late in their careers even if it costs a lot). The rationale here is that the differences (to the “next level”) might be small, but these differences are sufficient to outperform compared to their peers (for example, Manchester City has won the league by one point over Liverpool twice in the last four seasons).

(Liverpool’s moneyball approach, of course, means that they try to get these “marginal advantages” in other (cheaper) ways, like employing a throw in coach or neuroscience consultants).

This approach is not without risk, of course. At the far right end of the tail, the variance in output can be rather high. Because the marginal cost of small increases in competence is so high, even if a player slightly underperforms, the effective monetary value of this underperformance is massive – you have paid for insanely elite players to win you everything, but they win you nothing.

And the consequences can be disastrous, as FC Barcelona found out last year.

In any case, the story doing the rounds now is that Barcelona want to hire Salah, but given their financial situation, they can’t afford to buy out his contract at Liverpool. So, they are hoping that he will run down his contract and join them on a free transfer next year. Then again, that’s what they had hoped from Gini Wijnaldum two years ago as well. And he’s ended up at PSG, where (to the best of my knowledge) he doesn’t play much.

The first heart attack

Gerard Houllier is no more. The man who led Liverpool to the “cup treble” in 2001 passed away following a heart operation. Supporters of the club might remember that he had had yet another heart operation when he was managing Liverpool, and the impact of that heart attack on the club was serious.

I’m reusing a graph that I’d put here a couple of years back. This shows Liverpool’s Elo Rating (as per clubelo.com) over the years, with managers’s reigns being overlaid on top.

Notice the green region towards the right – it says “Houllier”, and it has one massive up and one massive down. Actually I’m going to re-upload this graph to blow up the Premier League period.

Liverpool’s Elo Rating in the Premier League period

Now you can see that there are two separate regions marked “Gerard Houllier”, with a small gap that says “Phil Thompson”. This gap represented Houllier’s first heart operation. Notice how, before his heart operation, Liverpool had been on a massive upswing, on their way back nearly to the levels where they had started off in the Premier League (they had last won  the league in 1990; compare to the first graph here).

And then the heart attack, and heart operation happened. Houllier’s assistant Phil Thompson took over and held things (here is Thompson’s tribute to Houllier). And then Houllier came back and he and Thompson became joint managers (the “orange” region here). And Liverpool’s rally was gone. The 2001-2 season was gone.

Looking at this graph, with the full benefit of hindsight, Houllier’s sacking in 2004 (to be replaced by Rafa Benitez) seems fully justified. And then notice the club’s steep fall under Benitez after Xabi Alonso got sold in 2009.

I’ve said here before – these Elo graphs can be used to tell a lot of footballing stories.

Yet another initiation

I’m still reeling from the Merseyside derby. It had been a long time since a game of football so emotionally drained me. In fact, the last time I remember getting a fever (literally) while watching a game of football was in the exact same fixture in 2013, which had ended 3-3 thanks to a Daniel Sturridge equaliser towards the end.

In any case, my fever (which I’ve now recovered from) and emotional exhaustion is not the reason today’s match will be memorable. It also happens to be a sort of initiation of my daughter as a bonafide Liverpool fan.

 

View this post on Instagram

 

Initiating @abherikarthik to the Merseyside derby. #ynwa #lfc

A post shared by Karthik S (@skthewimp) on

It’s been a sort of trend in recent times (at least since the lockdown) that Liverpool games have been scheduled for late evenings or late night India times.  That has meant that I haven’t been able to involve the daughter, who on most days goes to bed at seven, in the football.

She has seen me watch highlights of Liverpool games. She admires the “Liverpool. We are Champions” poster that I had ordered after last season’s Premier League victory, and have since stuck on the walls of our study. She knows I’ve been a fan of Liverpool for a long time now (it dates to more than eleven years before she was born).

However, till date, after she had truly started understand stuff (she is four now), we had never watched a game together. And so when it was announced that the Everton-Liverpool game would be held at 5pm IST, I decided it was time for initiation.

I had casually slipped it to her on Tuesday (or so) that “on Saturday, we will be watching football together. And we will have drinks and snacks along with it”. And then on Wednesday she asked me what day of the week it was. “So how many days to Saturday”, she asked. When I asked her what was special about the coming Saturday, she let out a happy scream saying “football party!!”. On the same day she had informed her mother that we both were “going to have a football party on Saturday”, and that her mother was not welcome.

She’s spent the last three days looking forward to today. At four o’clock today, as I was “busy” watching the IPL game, she expressed her disappointment that I had not yet started preparing for the party. I finally swung into action around 4:30 (though a shopping trip in the morning had taken care of most of the prep).

A popcorn packet was put into the microwave. The potato chips packet (from a local “Sai hot chips” store) was opened, and part of its contents poured into a bowl. I showed her the bottles of fresh fruit juice that I had got, that had been pushed to me by a promoter at the local Namdhari’s store. Initially opting for the orange juice, she later said she wanted the “berry smoothie”. I poured it into a small wine glass that she likes. A can of diet coke and some Haldiram salted peanuts for me, and we were set.

I was pleasantly surprised that she sat still on the couch with me pretty much for the length of the match (she’s generally the restless types, like me). She tied the Liverpool scarf around her in many different ways. She gorged on the snacks (popcorn, potato chips and pomegranate in the first half; nachos with ketchup in the second). She kept asking who is winning. She kept asking me “where Liverpool was from” after I told her that “Everton are from Liverpool”.

I explained to her the concept of football, and goals. Once in the second half she was curious to see Adrian in the Liverpool goal, and that she “hadn’t seen the Liverpool goal in a long time”. Presently, Dominic Calvert-Lewin equalised to make it 2-2, giving her the glimpse of the goal she had so desired.

At the end of the game, she couldn’t grasp the concept of a draw. “But who won?”, she kept asking. She didn’t grasp the concept of offside either, though it possibly didn’t help that Liverpool seemed to play a far deeper line today than they have this season.

I’m glad that she had such an interesting game to make her “football watching debut”. Not technically, of course, since I remember cradling her on my lap when Jose Mourinho parked two Manchester United buses at Anfield (she was a month old then), and that had been a dreadful game.

A friend told me that I should “let her make her own choices” and not foist my club affiliations on her. Let’s see where this goes.

 

Front Five, Back Five

I recently realised that there are two ways in which you can describe a team’s formation in football. The traditional way is to describe it in terms of the number of defenders, midfielders and attackers. 4-4-2 and all that (speaking of which, I don’t think I’ve mentioned here at all about The Paper, a new venture I’ve started with Suprio Guha Thakurta, where we dissect one piece of India business news every day. Subscribe here if you aren’t yet a subscriber. In yesterday’s edition, we used Inverting The Pyramid to describe India’s National Education Policy).

Back to football, so you can describe teams as 2-3-5, or 4-4-2, or 4-2-3-1, or whatever. However, in the last few months, maybe since Jose Mourinho took over at Spurs, I’ve discovered another way of describing a football team. It’s not that elegant, I must admit, and it takes more effort to describe it. This is what I call the “back five, front five” method.

In his early days at Spurs, Jose sort of surprised us by the way he set up the team. We all expected a 4-3-3 (or even a 4-2-3-1) given his history. It was still a nominal 4-2-3-1, but it was highly asymmetrical. Right back Serge Aurier was given license to attack, while left back Ben Davies stayed back. So the “front five” (players responsible for attack) were centre forward Harry Kane, wide left forward Heung Min Son, the attacking midfielders Dele Alli and Lucas Moura, and Aurier.

In other words, it was the 3-1 of the 4-2-3-1 and the right back that constituted the front five for Spurs under Jose. The remaining two defenders and two defensive midfielders were the “back five”, responsible for holding the position when the front five went on attack.

Now, Jose has tweaked his formation several times after this, but once I had seen this front five back five description, I couldn’t “unsee” it. Every team’s formation fit nicely into a front five and a back five.

Liverpool and Manchester City both play with nominal 4-3-3s, but that doesn’t tell you how different these teams are in the way they attack. Well, for both, the front line of three are all attackers, but the interesting thing is who joins them.

For Liverpool, it is the full backs Trent Alexander Arnold and Andy Robertson. The job of the entire midfield is to be part of the back five (though they do join attacks in turns), which makes their job very different from similar midfielders at other clubs. Check out this statistic, for example:

Manchester City (and Guardiola’s Bayern Munich before them) do it differently. For them, all the back four are part of the back five, assisted by one of the midfielders. The other two midfielders (most commonly, Kevin De Bruyne and David Silva in the last two seasons) are part of the attack (Pep  calls them “twin eights”).

Manchester United struggled for most of the season, trying out different formations and not being particularly good at it until they landed Bruno Fernandes in the winter break. That, along with the emergence of “wide striker” Mason Greenwood meant that they’ve since adopted a front-back policy similar to their City rivals. The resurgence after the pandemic break was spectacular.

So think about it – the reason nominally similar formations might play very differently, or why nominally different formations produce similar styles of play, is that they interpret the front five and back five differently. Maybe it doesn’t work for all teams, but this is a good framework to describe teams.