Night trains

In anticipation of tonight’s Merseyside Derby, I was thinking of previous instances of this fixture at Goodison Park. My mind first went back to the game in the 2013-14 season, which was a see-saw 3-3 draw, with the Liverpool backline being incredibly troubled by Romelu Lukaku, and Daniel Sturridge scoring with a header immediately after coming on to make it 3-3 (and Joe Allen had missed a sitter earlier when Liverpool were 2-1 up).

I remember my wife coming back home from work in the middle of that game, and I didn’t pay attention to her until it was over. She wasn’t particularly happy about that, but the intense nature of the game gave me a fever (that used to happen often in the 2013-14 and 2008-9 seasons).

Then I remember Everton winning 3-0 once, though I don’t remember when that was (googling tells me that was in the 2006-7 season, when I was already a Liverpool fan, but not watching regularly).

And then I started thinking about what happened to this game last season, and then remembered that it was a 0-0 draw. Incidentally, it was on the same day that I travelled to Liverpool – I had a ticket for an Anfield Tour the next morning.

I now see that I had written about getting to Liverpool after I got to my hotel that night. However, I haven’t written about what happened before that. My train from Euston was around 8:00 pm. I remember leaving home (which was in Ealing) at around 6 or so, and then taking two tubes (Central changing to Victoria at Oxford Circus) to get to Euston. And then buying chewing gum and a bottle of water at Marks and Spencer while waiting for my train.

I also remember that while leaving home that evening, I was scared. I was psyched out. It wasn’t supposed to be that way. This was a trip to Liverpool I had been wanting to make for the best part of 14 years. I had kept putting it off during my stay in London until I knew that I was going to move out of London in two weeks’ time. Liverpool were having a great season (they would go on to win the Champions League, and only narrowly lose the Premiser League title).

I was supposed to be excited. Instead I was nervous. My nerve possibly settled only after I was seated in the train that evening.

Thinking about it, I basically hate night trains (well, this wasn’t an overnight train, but it started late in the evening). I hate night buses as well. And this only applies to night trains and buses that take me away from my normal place of residence – starting towards “home” late in the night never worries me.

This anxiety possibly started when I was in IIT Madras. I remember clearly then that I used to sleep comfortably without fail while travelling from Madras to Bangalore, but almost always never slept or only slept fitfully when travelling in the opposite direction. While in hindsight it all appears fine, I never felt particularly settled when I was at IITM.

And consequently, anything that reminds me of travelling to IITM psyches me out. I always took the night train while travelling there, and the anxiety would start on the drive to the railway station. Even now, sometimes, I get anxious while taking that road late in the evening.

Then, taking night trains has been indelibly linked to travelling to Madras, and something that I’ve come to fear as well. While I haven’t taken a train in India since 2012, my experience with the trip to Liverpool last year tells me that even non-overnight night trains have that effect on me.

And then, of course, there is the city of Chennai as well. The smells of the city after the train crosses Basin Bridge trigger the first wave of anxiety. Stepping out of the railway station and the thought of finding an autorickshaw trigger the next wave (things might be different now with Uber/Ola, but I haven’t experienced that).

The last time I went to Chennai was for a close friend’s wedding in 2012. I remember waking up early on the day of the wedding and then having a massive panic attack. I spent long enough time staring at the ceiling of my hotel room that I ended up missing the muhurtham.

I’ve made up my mind that the next time I have to go to Chennai, I’ll just drive there. And for sure, I’m not going to take a train leaving Bangalore in the night.

Finite and infinite cricket games

I’ve written about James Carse’s Finite and Infinite Games here before. It is among the more influential books I’ve read, though it’s a bit of a weirdly written book, almost in a constant staccato tone.

From one of my previous posts:

One of the most influential books I’ve read is James Carse’s Finite and Infinite Games. Finite Games are artificial games where we play to “win”. There is a defined finish, and there is a set of tasks that we need to achieve that constitutes “victory”. Most real-life games are on the other hand are “infinite games” where the objective is to simply ensure that the game simply goes on.

I’ve spent most of this evening watching The Test, the Amazon Prime documentary about the Australian cricket team after Sandpapergate. It’s a good half-watch. Parts of it demand a lot of attention, but overall it’s a nice “background watch” while I’m doing something else.

In any case, the reason for writing the post is this little interview of Harsha Bhogle somewhere in the middle of this documentary (he has appeared several times more after this one). In this bit, he talks about how in Test cricket, the opponent might be having a good time for a while, but it is okay to permit him that. To paraphrase Gully Boy, “apna time aayega” – the bowler or batsman in question will tire or diminish after some time, after which you can do your business.

He went on to say that this is not the case in limited overs cricket (ODIs and T20s) where both batsmen and bowlers need to constantly look to dominate, and cannot simply look to “survive” when an opponent is on the roll.

While Test cricket is strictly not an “infinite game” (it needs to end in five days), I thought this was a beautiful illustration of the concept of finite and infinite games. The objective of an infinite game, as James Carse describes in his book, is to just continue to play the game.

As a batsman in Test cricket, you look to just be there, weather out the good spells and spend time at the crease. You do this and the runs will come (it is analogous for bowlers – you need to bowl well enough to continue to be in the game, and then when the time comes you will get your rewards).

In ODIs and T20s, you cannot bide your time. Irrespective of how the opponent is playing, you need to “win every moment”, which is the premise for a finite game.

Now, I don’t know what I’m getting at here, and what he point of this post is, but I think I just liked Harsha Bhogle’s characterisation of Tests as infinite games, and wanted to share that with you.

Gully Cricket With A Test Cricketer

Long, long ago, I’d written a post comparing gully cricket with baseball. This was based on my experience playing cricket in school, on roads next to friends’ houses, in the gap between my house and the next, and even the gap between rows of desks in my school classroom.

I hadn’t imagined all this gully cricket experience to come in useful in any manner. Until a few weeks back when Siddhartha Vaidyanathan asked me to join him in this episode of “81 all out” podcast. The “main guest” on this show was Test cricketer Vijay Bharadwaj, whose Test debut, you might remember, ended in “83 all out“.

It was a fascinating conversation, and I loved being part of it. I realised that the sort of gully cricket I played was nothing like the sort that Vijay played. As I mention in the podcast, I “never graduated from the road to the field”.

Unfortunately I wasn’t able to put my fundaes on baseball, and other theories I’ve concocted about Gully Cricket. Nevertheless, I had fun recording this, and I think you’ll have fun listening to it as well. You can listen to it here, or on any of your usual podcast tools (search for “81 all out”).

Afcon in winter

As well as Liverpool is doing this season, there are already clouds on how good next season could be. The reason is the moving of the African Cup of Nations (AFCON) to January-February, which means Liverpool will be without three key players (Mo Salah, Sadio Mane and Naby Keita) for over six weeks of the season.

When asked about it at a press conference last week, manager Jurgen Klopp went off on a massive rant (paywalled) about scheduling, and FIFA and UEFA and everything.

The other thing is it doesn’t help African players. We will not sell Sadio, Mo or Naby now because they have a tournament in January and February — of course not — but if you have to make a decision about bringing in a player it is a massive one because before the season you know for four weeks you don’t have them. That’s a normal process and as a club you have to think about these things. It doesn’t help the players, for sure.

This is a very valid second-order impact of having the African Cup of Nations in the middle of the European season. As the timing of the AFCON gets regularised in winter, European clubs will be loathe to hire Africans into their leagues. And that is bad news for African footballers.

While elite players such as Salah or Mane might never be in the need for a job, the problem with the unavailability mid-season is that clubs will start accounting for that while making decisions on recruitment.

The marginal African player playing in the second or third division in a major European footballing country will find it marginally more difficult to get a next good contract. The marginal African player at the top of his country’s league will find it marginally more difficult to get recruited to a (nowadays coveted) European club.

And as African players play less for European clubs (this will happen in due course), there will be fewer African role models. Because of which fewer African kids will want to take up football. Because of which the overall level of football in African countries will go down.

This is the problem with dependence on external factors, like African football does with European football. That the best African footballers want to play in Europe means that the wishes of Europe will automatically have an impact on football in Africa. This means that Africa cannot schedule its continental tournament at the time of the year that is most convenient to it without impacting its own players.

This is a rather common problem. A quick analogy I can think of is the impossible trinity of macroeconomics – an independent monetary policy, free capital flows and a fixed exchange rate. The moment you peg your currency to another, what happens in the other currency automatically starts affecting you.

So what should African Football do? Clearly, climatic conditions mean that for most of Africa it’s optimal to host the tournament in (the northern hemisphere) winter. Clearly, there is no point of hosting such a tournament if the best African footballers don’t take part. But doing so will marginally jeopardise the marginal African footballer. And that is not good for African football.

There are no easy answers to this puzzle.

Studs and Fighters and Attack and Defence

The general impression in sport is that attack is “stud” and defence is “Fighter“. This is mainly because defence (in any game, pretty much) is primarily about not making errors, and being disciplined. Flamboyance can pay off in attack, when you only need to strike occasionally, but not in defence, where the real payoff comes from being consistent and excellent.

However, attack need not always be stud, and defence need not always be fighter. This is especially true in team sports such as football, where there can be a fair degree of organisation and coaching to get players to coordinate.

This piece in The Athletic (paywalled) gives an interesting instance of how attacking can be fighter, and how modern football is all about fighter attacking. It takes the instance of this weekend’s game between Tottenham Hotspur and Liverpool F.C., which the latter won.

Jack Pitt-Brooke, the author, talks about how Liverpool is fighter in attack because the players are well-drilled in attacking, and practice combination play, or what are known in football as “automisations”.

But in modern football, the opposite is true. The best football, the type played by Pep Guardiola’s Manchester City or Jurgen Klopp’s Liverpool, is the most rigorously planned, drilled and co-ordinated. Those two managers have spent years teaching their players the complex attacking patterns and synchronised movements that allow them to cut through every team in the country. That is why they can never be frustrated by opponents who just sit in and defend, why they are racking up points totals beyond the reach of anyone else.

Jose Mourinho, on the other hand, might be fighter in the way he sets up his defence, but not so when it comes to attacking. He steadfastly refuses to have his teams train attacking automisations. While defences are extremely well drilled, and know exactly how to coordinate, attackers are left to their own forces and creativity. What Mourinho does is to identify a handful of attackers (usually the centre forward and the guy just behind him) who are given “free roles” and are expected to use their own creativity in leading their team’s attacks.

As Pitt-Brooke went on to write in his article,

That, more than anything else, explains the difference between Klopp and Mourinho. Klopp wants to plan his way out of the randomness of football. Mourinho is more willing to accept it as a fact and work around it. So while the modern manager — Klopp, Guardiola, Antonio Conte — coaches players in ‘automisations’, pre-planned moves and patterns, Mourinho does not.

Jurgen Klopp the fighter, and Jose Mourinho the stud. That actually makes sense when you think of how their teams attack. It may not be intuitive, but upon some thought it makes sense.

Yes, attack is also being fighterised in modern sport.

Two steps back, one step forward

In his excellent piece on Everton’s failed recruitment strategy (paywalled), Oliver Kay of the Athletic makes an interesting point – that players seldom do well when they move from a bigger club to a smaller club.

During his time in charge at Arsenal, George Graham used to say that the key to building a team was to buy players who were on the way up — or, alternatively, players who were desperate to prove a point — but to avoid those who might see your club as a soft landing, a comfort zone. “Never buy a player who’s taking a step down to join you,” Graham said. “He will act as if he’s doing you a favour.”

This, I guess, is not unique to football alone – it applies to other jobs as well. When someone joins a company that they think they are “too cool for”, they  look at it as a step down, and occasionally behave as if they’re doing the new employer a favour.

One corollary is that working for “the best” can be a sort of lock in for an employee, since wherever he will move from there will be a sort of step down in some way or the other, and that will mean compromises on the part of all parties involved.

Thinking about footballers who have moved from big clubs and still not done badly, I notice one sort of pattern that I call “two steps back and one step forward”. Evidently, I’m basing this analysis on a small number of data points, which might be biased, but let me play management guru and go ahead with my theory.

Basically, if you want to take a “step down” from the best, one way of doing well in the longer term is to take “two steps down” and then later take a step up. The advantage with this approach is that when you take two steps down, you get to operate in an environment far easier than the one you left, and even if you act entitled and take time to adjust you will be able to prove yourself and make an impact in due course.

And at that point in time, when you’ve started making an impact, you are “on the way up”, and can then step up to a club at the next level where you can make an impact.

Players that come to mind that have taken this approach include Jonny Evans, who moved from Ferguson-era Manchester United to West Brom, and then when West Brom got relegated, moved “up” to Leicester. And he’s doing a pretty good job there.

And then there is Xherdan Shaqiri. He made his name as a player at Bayern Munich, and then moved to Inter where he struggled. And then he made what seemed like a shocking move for the time – to Stoke City (of the “cold Thursday night at Stoke” fame) in the Premier League. Finally, last year, after Stoke got relegated from the Premier League, he “stepped up” to Liverpool, where, injuries aside, he’s been doing rather well.

The risk with this two steps down approach, of course, is that sometimes it can fail to come off, and if you don’t make an impact soon enough, you start getting seen as a “two steps down guy”, and even “one step down” can seem well beyond you.

Experience and Cows

A lot of people make a big deal about experience. If some people (and some companies) are to be believed, the number of years in a job should be the only criterion of what someone needs to be paid and whether they deserve to be promoted.

However, not all experience is created equal. Experience matters when you are learning on the job, and where you learn the patterns that are inherent in your job, and you can over time replace your “slow thinking” about the job with more “fast thinking”.

If you continue to do the same thing in the same way throughout the years of experience, not bothering to figure out why things are done certain ways, and how things can be done better, the experience isn’t of that much use.

I leave it to former Tottenham Hotspur manager Mauricio Pochettino to explain this concept with a beautiful and profound analogy (there’s a video in this link which I’m somehow unable to embed here).

It is like a cow that, every day in 10 years, sees the train cross in front at the same time.

If you ask the cow, ‘what time is the train going to come’, it is not going to know the right answer.

In football, it is the same. Experience, yes, but hunger, motivation, circumstance, everything is so important.

It is unfortunate that the journalist who covered this story for Sky Sports thought this analogy was bizarre. Maybe he has been doing his job reporting on press conferences in the same way a cow sees a train passing by at a particular time every day?

Liverpool FC: Mid Season Review

After 20 games played, Liverpool are sitting pretty on top of the Premier League with 58 points (out of a possible 60). The only jitter in the campaign so far came in a draw away at Manchester United.

I made what I think is a cool graph to put this performance in perspective. I looked at Liverpool’s points tally at the end of the first 19 match days through the length of the Premier League, and looked at “progress” (the data for last night’s win against Sheffield isn’t yet up on my dataset, which also doesn’t include data for the 1992-93 season, so those are left out).

Given the strength of this season’s performance, I don’t think there’s that much information in the graph, but here it goes in any case:

I’ve coloured all the seasons where Liverpool were the title contenders. A few things stand out:

  1. This season, while great, isn’t that much better than the last one. Last season, Liverpool had three draws in the first half of the league (Man City at home, Chelsea away and Arsenal away). It was the first month of the second half where the campaign faltered (starting with the loss to Man City).
  2. This possibly went under the radar, but Liverpool had a fantastic start to the 2016-17 season as well, with 43 points at the halfway stage. To put that in perspective, this was one more than the points total at that stage in the title-chasing 2008-9 season.
  3. Liverpool went close in 2013-14, but in terms of points, the halfway performance wasn’t anything to write home about. That was also back in the time when teams didn’t dominate like nowadays, and eighty odd points was enough to win the league.

This is what Liverpool’s full season looked like (note that I’ve used a different kind of graph here. Not sure which one is better).

 

Finally, what’s the relationship between points at the end of the first half of the season (19 games) and the full season? Let’s run a regression across all teams, across all 38 game EPL seasons.

The regression doesn’t turn out to be THAT significant, with an R Squared of 41%. In other words, a team’s points tally at the halfway point in the season explains less than 50% of the variation in the points tally that the team will get in the second half of the season.

Coefficients:
            Estimate Std. Error t value Pr(>|t|)    
(Intercept)  9.42967    0.97671   9.655   <2e-16 ***
Midway       0.64126    0.03549  18.070   <2e-16 ***
---
Signif. codes:  0 ‘***’ 0.001 ‘**’ 0.01 ‘*’ 0.05 ‘.’ 0.1 ‘ ’ 1

Residual standard error: 6.992 on 478 degrees of freedom
  (20 observations deleted due to missingness)
Multiple R-squared:  0.4059,    Adjusted R-squared:  0.4046 
F-statistic: 326.5 on 1 and 478 DF,  p-value: < 2.2e-16

The interesting thing is that the coefficient of the midway score is less than 1, which implies that teams’ performances at the end of the season (literally) regress to the mean.

55 points at the end of the first 19 games is projected to translate to 100 at the end of the season. In fact, based on this regression model run on the first 19 games of the season, Liverpool should win the title by a canter.

PS: Look at the bottom of this projections table. It seems like for the first time in a very long time, the “magical” 40 points might be necessary to stave off relegation. Then again, it’s regression (pun intended).

Video Geographic Monopolies

There is one quirk about video which we don’t face with print – some content is simply impossible to access legally in some parts of the world.

I’m specifically talking about BBC’s Match Of The Day, their end of day highlights package covering the English Premier League. It was one show that I watched unfailingly during my time in London, both for the match highlights, and for the quality of the discussion featuring Gary Lineker, Alan Shearer, Ian Wright et al.

Now I find that the show is simply not available in India – some youtube channels illegally offer the show (before they are taken down, I guess), but without the bits that show pictures of the game (which they are not allowed to show). And that makes for rather painful watching, knowing that you’re watching something substandard.

This is not the case with something like text – as long as I’m willing to pay, I’m able to access content produced anywhere in the world. I can sit here in Bangalore and buy a subscription to the New York Times, and access all its content. Audio is also similar – I can sit here and subscribe to any international podcast, and be able to access the content.

Video doesn’t work that way. The problem is with the way rights are sold – the Star network, for example, has a monopoly on showing pictures from the Premier League in India (having paid a substantial amount for it). And part of their arrangement means that nobody else is allowed to broadcast this material in India. A consequence of this is that we are stuck with whatever (mostly crappy) analysis Star decides to provide around its games. Stuff that is unwatchable.

There is a lot of great sport content online, but the video part is constrained by the inability to show pictures. Check out analysis by Tifo Football, for example – it’s absolutely top class. However, for most games, they have to rely on stock images and block diagrams since they can’t show the pictures which someone has a monopoly on. And that makes the analysis less rich (the Athletic, which I have a subscription to, “solves” this in an interesting way – by using screenshots of the TV footage of the game as part of their text analysis).

I wonder if there is a way out of this. Some leagues such as the NBA have shown some enlightened thinking on this – while they are anal about copyright of their live feed, they don’t care about copyrights on recorded footage. This means that anyone can use footage from historical NBA games as part of their analysis. Better analysis means more people interested in the sport, which means more people watching the live feed, which makes more money for the league (read this excellent interview of NBA Commissioner Adam Silver).

I’m also beginning to think if there is a regulatory antitrust response to this issue. Video distribution (especially of live content) is a natural monopoly, so it doesn’t make sense to have competing broadcasters. However, I wonder if there is any regulation possible for historical feeds that makes them more tradable (with the rights holders getting appropriately compensated without much transaction costs)!

One can only hope..

Evolution of sports broadcasting

I had a pleasant surprise yesterday morning when I was watching the highlights of Liverpool’s 4-0 victory at Leicester. The picture quality suddenly looked better. The production aesthetics in the first few seconds (before coverage of the actual match began) looked “American”. I doubted myself for a minute if this was actually English football I was watching.

And then I remembered that the pictures for this  game came from Amazon Prime. The streaming service had got rights to broadcast two full rounds of Premier League games this season, making a small chink in the duopoly of Sky Sports and BT Sport.

Traditional media wasn’t too impressed by it. Streaming necessarily meant a small delay in broadcast, and that made it less exciting for some viewers. The Guardian predictably made a noise about the “corporate takeover” with Amazon’s entry. From all the reports I read (mostly across the Guardian and the Athletic), commentators seemed intent on picking holes in Amazon’s performance.

That said, the new broadcaster also brought a fresh production aesthetic. While there were the inevitable teething problems (I must confess I didn’t watch these games live – being midweek evening games, they were very late night in India), Amazon for sure brought some new ideas into the broadcast.

Just like Fox Sports had done when it had done a big launch into NFL broadcasting in the early 90s. Read this oral history of that episode. It’s rather fantastic. Among the “innovations” that Fox Sports brought into American broadcasting (based on its sports broadcast in Australia, primarily) was this box at the corner showing the time and the live score. The thing wasn’t initially well received, but is now a fixture.

For evolution to happen, you need sex. And that means mixing things up, in ways they weren’t mixed before. If we were all the children of a super-god and a super-goddess, we would all be pretty much the same since the amount of “innovation” that could happen would be limited. And things would be boring, and static. Complex forms such as human beings could have never happened.

It is similar in business, and sports broadcasting, as well. When you have the same channels covering the same sports, they get into well-set local optima, and nothing new is tried. There is no necessity for improvement in that sense.

When new players comes in, preferably from another market, however, they see the need to differentiate themselves, and bring in ideas from their former market. And this leads to a crossover of ideas. In their efforts to stand out and make an impact, they might also bring in some ideas never seen anywhere – “mutations” in the evolutionary sense.

A lot of them don’t make sense and they die out. Others score unexpected hits and catch on. And that way, this memetic evolution leads to better business.

The great thing about memetic evolution is that while bad ideas come along much more often than good ideas, they get discarded fairly quickly, while the good ideas live on. And that leads to overall better products.

Right now in India we have a duopoly in sports broadcasting, controlled by the Star family and the Sony family. I’ve ranted several times about how the latter is absolutely atrocious and does nothing to improve the game. Hopefully a new player getting rights of some sport here will shake things up and bring in fresh ideas. Even if some of the ideas turn out to be bad, there will be plenty of good ideas.

Check out the highlights of the Leicester-Liverpool game, and you’ll get an idea.