Is Our Baylor-Gonzaga Obsession Causing Us to Sleep on the Michigan Wolverines?

The 2020-21 men's college basketball season is now 13 weeks old, and it has been Gonzaga at No. 1 and Baylor at No. 2 in the Associated Press Top 25 for each of those 13 weeks. In fact, the last time any other team received a first- or second-place vote was on Jan. 11, when Pac-12 expert Jon Wilner had Texas ahead of Baylor.
The Bears and Zags were supposed to square off Dec. 5, but that game was postponed because of positive COVID-19 tests within Gonzaga's program. Ever since that game didn't happen, though, there has been this mounting sense of inevitability that they will meet in the national championship.
And that infatuation with those two undefeated teams has led to a lot of people overlooking a 14-1 Michigan squad every bit as capable of winning it all.
In fairness to those still in Rip Van Winkle mode on the Wolverines, there has been a significant "Out of sight, out of mind" factor at play here.
Michigan didn't crack into the AP Top 10 until early January, suffered an 18-point loss at Minnesota less than two weeks later and then went more than three weeks between games (Jan. 22 - Feb. 14) because of an athletics-department-wide COVID-19 pause.
Sunday's win at Wisconsin was the first time this season that the Wolverines played a game while ranked in the Top Five, and they trailed by 14 late in the first half of that one.
However, the way Michigan rallied from that deficit should serve as evidence that we need to be taking this team more seriously as a national championship threat.
A few weeks ago, I combed through schedules to get a sense of how greatly teams have been impacted by COVID-19 pauses. The general consensus from others in the national media was that we should be expecting rust and sloppy play in a team's first game in several weeks, but that's not what the data suggested. Teams generally picked up right where they left off on offense and allowed roughly four more points than projected on defense. Which makes sense. A lengthy gap between games/practices is more likely to cause some lapses in defensive communication and rotation than it is to cause someone to lose his shooting stroke.
And in the first half of Michigan's game against Wisconsin, those initial defensive difficulties were on full display.
The Badgers—who entered the afternoon having averaged 63.2 points over their last nine games—shot 14-of-26 from the field and 5-of-7 from three-point range en route to 39 points. The low point was probably when 7'1" freshman center Hunter Dickinson got switched onto 6'0" senior guard D'Mitrik Trice and tried to guard him one-on-one at the top of the key. It predictably resulted in a Trice bucket.
Save for the Dec. 31 road game in which Maryland outrageously shot 9-of-11 from three-point range while scoring 44 points, it was the worst first half of defense Michigan has played all year.
But it only took those 20 minutes for Michigan to snap back to dominance.
After the intermission, Wisconsin shot just 7-of-28 (25.0 percent) from the field. Even several of the shots that went in were on low-percentage attempts. Both Micah Potter and Jonathan Davis hit two-pointers from maybe a foot inside the three-point line, which all the analytics say is the worst shot in basketball. Davis also made an acrobatic, driving, fadeaway floater over the outstretched arm of backup center Austin Davis—the type of shot that goes in maybe once every five times.
That's what it takes to score against the stingiest two-point defense in the country, though.

When he isn't occasionally getting put on skates while trying to step out to guard the perimeter, Dickinson has made a massive positive impact on defense. His block rate (1.7 per game; 3.8 per 100 possessions) isn't anything special, but his presence in the paint alters several shots per game while also forcing the opposition to settle for long twos.
He's not alone in the paint-protection department. Franz Wagner, 6'9", and Isaiah Livers, 6'7", block a combined 2.1 shots per game, forming this sort of Bermuda Triangle in which easy buckets do not exist.
Wisconsin was 0-of-1 on layups in the second half on Sunday. In its last game before going on the pause, Michigan held Purdue—a team that more or less views the area outside the paint and inside the three-point line as a no-fly zone—to 11-of-31 on what ESPN's play-by-play log labeled as layup attempts.
Missing 20 layups in a game is just ridiculous, but that's Michigan's defense for you.
And while star scorers get all the spotlight, defense is the name of the game in the NCAA tournament.
The 2019 national championship was Texas Tech vs. Virginia, who ranked first and fifth, respectively, in adjusted defensive efficiency on KenPom. The 2018 title game was Villanova (No. 11 in AdjDE) vs. Michigan (No. 3). The year before that was No. 1 (Gonzaga) vs. No. 11 (North Carolina).
Every now and then a team will make it to the title game despite a defense that merely ranks in the top 50, but no team has ever won it all while ranking lower than 18th in adjusted defensive efficiency—where Michigan is currently ranked eighth.
The Wolverines are also seventh in adjusted offensive efficiency and currently have a difference between offensive and defensive effective field-goal percentage that is borderline historic.
They are sitting at 56.8 percent on offense and 43.1 percent on defense, which is a difference of 13.7 percent. In KenPom history (which dates back to 2001-02), there have only been three major-conference teams to end a season with a difference greater than 13 percent: 2006-07 Florida (14.4 percent) won the national championship, 2007-08 Georgetown (14.8 percent) was upset in the second round by some kid named Stephen Curry and 2017-18 Michigan State (14.2 percent) inexplicably forgot how to score* in a 55-53 second-round loss to Syracuse.
*It was one of only two games in the past 11 seasons in which a team both grabbed at least 25 offensive rebounds and scored fewer than 60 points. In the other, Kent State—which wasn't a good shooting team in the first place—missed all but one of its 24 three-point attempts at Oregon State. That Michigan State loss to Syracuse remains one of the most baffling results in recent NCAA tournament history.
Not exactly scientific proof of success there, but as long as they don't save what would be by far their worst offensive performance for the tournament and as long as they don't run into one of the greatest shooters in basketball history, you've got to like the Wolverines' chances.
The fly in the ointment is we don't know if Michigan is ready to beat Baylor or Gonzaga—let alone Baylor and Gonzaga in the span of two days, which is theoretically what it would take to win it all this year—because it has yet to face Illinois, Iowa or Ohio State in Big Ten play.
As far as the latest Bracket Matrix update is concerned, Michigan has only played three games against projected single-digit seeds: two wins over No. 5 seed Wisconsin and one win at No. 6 seed Purdue. Compare that to the other projected No. 1 seeds (Baylor, Gonzaga and Ohio State), who have a combined 9-0 record against teams in the projected Nos. 2-4 seed range and at least six games each against single-digit seeds.
Those opportunities to prove themselves are fast approaching for the Wolverines, though.
The next four games on the schedule—vs. Rutgers, at Ohio State, at Indiana, vs. Iowa—are all of the Quadrant 1 variety, and we assume they are going to try to fit in a game against Illinois somewhere along the way. (Tuesday, March 2, looks like it would be the most mutually agreeable date, but that's just a guess.)
If you haven't been paying much attention to Michigan up until this point, now is the time to start. Juwan Howard has something special brewing in Ann Arbor.
Statistics courtesy of KenPom.com.
Kerry Miller covers college football and men's college basketball for Bleacher Report. You can follow him on Twitter, @kerrancejames.