Navigating the Dynasty Trade Market with Theo Gremminger

Written By Jeff Blaylock
Navigating the Dynasty Trade Market with Theo Gremminger title card

Theo Gremminger from Fantasy Points joins Jeff to map the dynasty trade landscape after the draft. Theo discusses who to buy, who to sell, who to hold, and what to pay. Whether you're pushing your chips in or stacking capital for the future, this is where to start.

“You are selling guys at the peak of their value, and maybe the market thinks that they're gonna keep moving up, when in fact they just sort of flatten out.”

In Episode 40 of Dynasty Compass, Jeff Blaylock is joined by Theo Gremminger — lead analyst at Fantasy Points, high-stakes dynasty player, and host of the Dynasty Life podcast — to take a full tour of the dynasty trade market in the weeks after the NFL Draft. The conversation is organized around a simple framework that every dynasty manager can use: who to buy, who to sell, and who to hold.

On the buy side, Theo identifies veteran mercenaries available at an age discount: David Montgomery in Houston, whom he compares to Joe Mixon's 2024 season; Terry McLaurin in Washington, who Theo believes could be in line for a 150-target season after emerging from the draft as the unquestioned focal point of the offense; Christian Watson in Green Bay if the Packers shift away from ground-and-pound usage; and Zay Flowers as a higher-cost foundational piece in Baltimore. For rebuilders, Theo lays out his approach to 2027 picks, handcuff running backs as barter chips, and the case for targeting Ty Simpson and Carson Beck as zero-cost fliers with real upside.

On the sell side, Theo leads with Bucky Irving, citing the Kenneth Gainwell signing, lingering injury concerns, and what he sees as a significant gap between Irving's dynasty rankings and his actual situation. He also flags George Kittle as a sell-while-optimism-is-high opportunity. The conversation then turns to one of Theo's more broadly applicable frameworks: the year-two trap. Garrett Wilson post-Aaron Rodgers and Ladd McConkey post-playoff explosion serve as cautionary tales, and Theo applies that logic directly to Omarion Hampton and Tetairoa McMillan, talented players who may be priced as if a breakout is guaranteed.

The episode closes with Theo's hold candidates: A.J. Brown (where he believes the New England landing is already baked into best ball pricing), Jayden Reed, Chris Godwin, and Jonathan Brooks. His answer to the biggest mistake dynasty managers make in May: trying to fill out a roster when they should be acquiring flexibility instead.

Key Takeaways

  • Carnell Tate's landing spot is stronger than the market appreciates — Brian Daboll's track record of immediately elevating receivers is a legitimate reason to be aggressive.

  • Veteran mercenaries like David Montgomery and Terry McLaurin offer win-now upside at a discount that reflects age, not role.

  • The year-two trap is real — Theo applies the Garrett Wilson and Ladd McConkey lessons directly to Omarion Hampton and Tetairoa McMillan.

  • Bucky Irving is a sell — the Kenneth Gainwell signing, lingering shoulder issues, and a target-share thesis that got harder to justify combine into a real disconnect between his price and his situation.

  • 2027 seconds are more obtainable than firsts and may hold significant value given the projected strength of the class.

  • The tight end position is evolving — Eli Raridon, Oscar Delp, and the Rams' TE room (Max Klare, Terrance Ferguson) offer high-upside depth at a substantial discount to the Sadiq/Stowers tier.

  • Don't fill out your roster in May. Acquire value, keep flexibility, and make the real moves when there's more clarity in July and August.

Timestamps

00:00 – Introduction

00:49 – Rookie landing spot winners: Carnell Tate, Jordyn Tyson, Jadarian Price, Kenyon Sadiq

04:33 – Rookie landing spot losers: Omar Cooper, Day 2 & 3 running backs

06:59 – The buy side: David Montgomery, Terry McLaurin, Christian Watson, Zay Flowers

12:00 – What to pay: going rates and trade philosophy

15:05 – The rebuild side: handcuffs, Ty Simpson, Carson Beck, 2027 picks

19:15 – The sell side: Bucky Irving, George Kittle, and the "no untouchables" rule

21:33 – Contenders: tiering up, two-for-ones, and year-two traps

30:43 – Depth targets: Jordan Addison, Parker Washington, rookie stashes

33:34 – The tight end evolution: Rams TE room, Eli Raridon, Oscar Delp

41:09 – The hold side: A.J. Brown, Jayden Reed, Chris Godwin, Jonathan Brooks

46:00 – Biggest mistake dynasty managers make this time of year

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