The podcast features a deep dive into political strategy, focusing on Donald Trump’s potential actions if he were making rational, data-informed decisions to help Republicans win the midterms. It argues that Trump’s current policies—such as the Iran war and aggressive tariffs—are not strategically sound and would likely harm Republican prospects. Instead, a more effective approach would involve ending the war, reversing trade policies, and promoting moderate Republican candidates to broaden party appeal. The discussion also centers on the Democratic Party’s internal challenges, particularly in key battleground states like Michigan. Here, the race between Abdul El-Sayed and Mike Rogers highlights a fundamental tension: while El-Sayed’s progressive stance and strong messaging may resonate with certain voters, his identity as a left-leaning candidate risks alienating moderates and the party’s broader base. Meanwhile, Mike Rogers, a traditional conservative, is seen as a more stable, establishment-aligned figure whose support for Trump underscores the conservative base’s loyalty. The analysis notes that polling is inherently unreliable—especially in primaries—with large margins of error—and that voter behavior is shaped more by identity and trust than by abstract policy differences. Ultimately, the conversation emphasizes that successful political campaigns require a balance between authenticity and appeal: candidates must offer clear, emotionally resonant visions—like Barack Obama’s mix of progressive policies and pragmatic compromise—rather than staying neutral or merely incremental. The episode concludes by calling for a redefinition of center-left politics, one that combines bold, specific policy goals with inclusive, unifying rhetoric to rebuild trust and energize voters in a deeply polarized political environment.
Hey everybody, welcome to Pond Save America. I'm John Loveett. I just wrapped a great conversation with Nate Silver, Claire Malone and Galen Drew Quora launching a new podcast with Crooked Called Still Counting. It was great to get the gang back together. We talked about Trump's politics and what he would be doing if he were actually trying to help Republicans win the Senate. We talked about the races they're watching, including Michigan and the challenges facing Abdul El Sayed and the broader battle between the left and the center left and how each are trying to define what a Democrat is. We talked about political modeling and what it can tell us and what it can't tell us. And all in all, we had a great time. So do me a favor, subscribe to Still Counting and enjoy the episode. Galen, Claire, Nate, welcome, this is awesome. We feel welcome. Thank you. Thank you for having us. This is so exciting, so I'm just, first of all, a huge fan of all of you and I'm so excited that listening to you now is going to be on Crooked because I get so hooked, especially as we get close to Election Day. And so as a favor for our listeners, I am going to save, I have several very pedantic questions about modeling and I'm just putting them at the end and if people get there and they don't want to hear those questions and be part of it, that's fine. And so at a respect for the real political sickos, I'm going to keep to politics and then for the model sickos, I have a little section at the end to talk about statistics and data. But I do want to start with Donald Trump. Nate, your model has Trump approval at around 39, disapproval at 58. We've joked about Trump trying to lose the midterms, the trade war cat with Canada, the focus on the ballroom, the dismissal of concerns about data centers, the war with Iran and hosting a midterm convention to make it all about himself. If Trump were making state-of-the-art decisions based on the data, what would he be doing if he were trying to help Republicans win the midterms, Galen, why don't you take it first? What would Trump be doing if he wanted to win the midterms? He would probably end the war in Iran as quickly as possible. He would undo whatever tariffs still remain after the Supreme Court decision. And he would probably try to elevate people within the Republican Party who aren't him. We saw during Trump one that whenever he would chill out and step back from the media and put himself a little bit less front and center, his approval rating would go up. I think that off the top of my head, I'd say that's one thing you can do, but I think there's a bigger challenge this time around, which is that what people are really upset about is the economy. And so even when Trump disappears from the media landscape or stops tweeting or stops doing whatever, people don't forget about how pissed off they are about prices and inflation, the war in Iran and things like that. And so that kind of strategy, I think, while it may have worked during Trump one, won't work during Trump 2.0, what he really has to do is make people feel materially differently about their law in life when it comes to inflation. So he shouldn't you shouldn't do a photo app at Costco with like some gallons of milk or McDonald's. Yeah. Well, you know what? Dick about like trying to lower the cost of gas at those four gas stations where he like purchased, or if he like rented them out to make gas cheaper or whatever. Like, I mean, nice stick, but like if you could just do that for 340 million people, I think that'd be what he want to do. Oftentimes the worst decisions in a presidential term get baked in early. You know, look, what he should do is collaborate with Elon Musk to like build a time machine and undo his decision to go to war in Iran. Quagmires aren't planned. Quagmires are the result of poor planning. But it's also, it's interesting like the baked in thing is so true because now I'm thinking like what could your advise there was like six months ago, all of Trump's advisors were saying you have to talk about affordability affordability. And I'm even thinking back to November of 2025, like right before all the war started. And then that means like it was like three weeks before Venezuela. That was when Trump was announcing all of the okay, we're doing deals with the drug companies. We're getting you cheaper drugs and like that was kind of Trump's stride, right? Like I'm doing deals and it's going to be cheaper for you. And they started the Trump RX website and I think that was kind of like peak his comfort level. I mean, they were still talking about you need to, you need to incorporate affordability into your agenda. But then it kind of, it's almost like the confidence high of the deal making kind of got there. And then Venezuela happened and then it was sort of like the sliding scale of, I mean, you can arm share, psychology as all you want, but then it sort of slides into Iran. Yeah, I know. I'm sure he thought well, Venezuela went good and didn't consider the fact that Iran is literally like 10 times more complex, notoriously so. No, look, I think he's kind of like grasping at straws. We're renaming like Ontario, like America, which a joke sounds like an amusement park where everyone gets tetanus. He's trying to get attention and like, and look, if you, so we are roughly on the one year anniversary of Charlie Kirk's assassination. And there were a couple of moments when you felt like Steven Miller and Trump were going to double down on authoritarianism. There was obviously all the ice stuff that happened a few months after that. And like, and they kind of are doing less of that now and it just seems like it's gimmicks and he's out of ideas. He's also never particularly cared about Republican's fate in the midterm, right? If he had, he would have never have endorsed Ken Paxton. I mean, I think Talariko is a good candidate, but you probably need a Ken Paxton level below replacement level candidate to win as Democrat in Texas still. He didn't care about losing those two seats in Georgia in the runoff in 2021. I guess it was. Am I getting my ears confused? Yeah, no, which is why I think John's asking hypothetical, which is if he were going to behave as if he wanted to win the midterm, so what would he do? And he doesn't seem to be behaving that way. Yeah, I guess it's, let's say he is not obviously better economic fundamentals, not doing, not continuing a catastrophic war, launching a new trade war with Canada. It was also an interesting choice, but politically right now, right? He's hosting this midterm convention. You have reporters chasing Republican House members to ask if they're willing to go. You have people like Mike Rogers, who is in a tough race in Michigan deciding to go, which I thought was an interesting choice. This midterm convention is presumably not what a president would be putting on if he were trying to be the most helpful because he's trying to recede and let them run against him, which seems also unacceptable. Claire, what do you think? It's funny. I should say it's interesting to think in this way because about what he should do, because we're so used to the analysis of the after the fact with Trump. I mean, I think that's our mode of thinking. But it sort of speaks to the problem that the Republicans are going to have to face for the next five to 10 years is what comes after, right? It's almost like it's super awkward right now, right? You kind of can't to not have like screens against you on social media, maybe you have to show up to the midterm thing and yet you know the right thing to do, like JD Vance and Bodies, this problem, right? Hence all the, I mean, I'm not saying I know who leaked a lot of those meetings about your own strategy, but like it was to JD Vance's advantage in a tough situation to sort of say like, Hey, there's some voices in the room saying maybe we shouldn't go to war with your own. Yeah. You know, and now you sort of see these little matchups between JD Vance and AOC, right? Going back and forth and then, you know, I'm sure JD Vance has in the back of his mind, like what a Tucker and, you know, a massie talk about it, they're a little dinner, you know. So it's basically just a microcosm of a problem that they're all going to have to deal with in the next two to four years. Yeah, that was quite striking, especially the compare and contrast against Kamala Harris as unwillingness to distance herself from from Joe Biden is that JD Vance is preemptively distancing himself in one of Trump's worst issues. And look, if you look at the history of presidential second terms, there isn't the same high floor that you have in first terms. You can look at Bush, for example, I don't know if Nixon's a fair comparison, by the way, also, and I'm somebody who is very much on the Biden was two old train, 80 year olds are not very good at change, right? 80 year olds are not very good at multiple channels of negotiating one way and tack, tacking the other way. Like, that's an issue too. I'm not sure if he has quite, you know, it's little apples and oranges with Biden. But yeah, look, our job is to forecast a landscape of like what's possible now and historically, in recent midterms, the environment doesn't change that much between Labor Day and the election. You don't have debates, for example. You don't have, you know, a focal point of national news unless Trump does something people don't like for the most part. It's very hard for any president, even Obama realized this to make positive news by commanding the spotlight. I mean, I think that sort of tells us exactly what we need to know about what this convention is going to look like and how Republicans are going to run between now and election day, which is, okay, you think back a year ago, Charlie Kirk's assassination. That was a very unifying moment for the right.
it reminded them everything that they don't like about the left amidst a presidency that was starting to feel difficult. Now, of course, that was a solitary actor, not somebody who's representative of the left, et cetera, but still for Republicans. It's a rallying cry. We feel under siege. We feel under attack. And so I think that we're going to see at this convention and what we're going to see throughout the next two months is trying to pivot towards remember all the things that you don't like about Democrats. And those are many, right? Like, after all of this voter still trust Republicans more on the issue of immigration, not just the border, but immigration in general. They're still skeptical of Democrats on the economy and inflation. And so really, it's important to remember here when you see all these polls coming in that are positive for Democrats, that's not because Americans broadly like the Democratic Party, like what Democrats are offering. It's just because Republicans are the ones who are the main character right now. And so they're voting against Republicans to the extent that, you know, it will work to a certain extent to say these guys are socialists. They don't care about crime. They don't care about inflation. They don't care about illegal immigration and things like that. And so the to the extent that Republicans can remind, especially more mega inclined voters, remember these guys are still out there. And if they get back in Congress, they're going to make your lives difficult or you're not going to be happy with the result. Like, that's their job for the next two months. And you look like you're fighting the last war sometimes, like I'm someone who thinks like the, the they them ad was probably a pretty effective strategy against Kamal Harris in 2024. But if you're refutting the woke wars, it kind of feels like you're living in the past a little bit. There's a whole new constellation of issues from Iran to AI. You know, by the way, there's both a lot of history with Trump and with midterms in general, where these almost always go badly for the president's party, even when the president's more popular than Trump is. And Trump has always almost done poorly throughout his two terms, one and a half terms, I guess now, when he himself is not on the ballot. Whatever you say about Trump, he does have a certain kind of charisma. Maybe we need a new word for it. No, I think he has. I think people like to pretend it's not the case or the institute to say so is some like kind of failing. But of course, he's extraordinarily charismatic. We know that because when you see JD Vance at the podium trying to insult Joe Biden, difference like this made us uncomfortable. He's a sick man. Why are you saying that's but Trump could could do the song and dance and it would work. "Hod Save America" is brought to you by Magic Spoon. Boy, do we love Magic Spoon here? Huge fans of Magic Spoon. 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First of all, which races are you watching most closely, this cycle, Claire, why don't you kick it off? I mean, Michigan, I think, has become the obvious answer. And the most, I feel like every cycle, there's one race where kind of the media and voters, like there's the dramatic sort of tension and attention goes to it, and it's obviously, was it, was it the tipping point in the, in the forecast? Was it the most? I think in our forecast Texas is the most frequent texting point, which is boringly aligned with conventional wisdom, right? But, you know, most polls have Talleriko narrowly ahead there. Yeah, but I think Michigan, for me, displays the most complicated dynamics of the Democratic Party, right? So in races like, like in Texas, right, you can kind of say, like, okay, this candidate is trying to do the thing where it's, I kind of look like an, it, look and act like an independent or like a very conservative old school blue dog Democrat, right? I talk about God in religion, right? We're talking about Talleriko. Michigan has more of these modern party dynamics, which is, I mean, I was just reading on the train over here, right? How Jewish groups in Michigan are reacting to, um, Alcyad's apologies, if the apologies aren't enough, it's pretty extraordinary that some of the Democrats aren't endorsing in that race. I mean, it's sort of like this, you know, if you can imagine if it were a public, a really heated Republican primary, there's a lot more coalescing, whereas in this phase of the Democratic Party, it's sort of people kind of, the factions are eating each other a little bit, which I actually wasn't, I don't know if I expected it to the degree that it's existing and it's, it's sort of making for an interesting, you know, drama of clear to me. This is all fascinating because you can kind of put it into buckets how you want to analyze the midterms, which is one, the overall environment, very blue, the generic ballot right now favors Democrats by a six to seven points. Great. That could be a blue wave environment. You analyze it according to the map. It's very red, right? Like the median Senate seat that Democrats would have to sort of, in general, not let alone this red map in the Senate, like the median Senate seat is four points more Republican than the nation. And on top of that, they're going to have to win in places, Democrats are going to have to win in places like, say, maybe Iowa or Alaska or Texas. Then, you know, candidate quality is a separate lens that you can look through. And so James Tyler, I don't really see him as a blue dog, like he, yes, he's a pastor. It's more the, it's more the aesthetics. We used to talk about aesthetics, but like his vibe is very like he is the most generic Democrats you can possibly imagine. Like he's not center left. He is just out now sort of, he said weird woke things. Yes, he's a, he's religious, but like he's religious in a lefty way. He's not, I know, but the religion in a lefty way is still even stark in the Democratic Party. Like candidates who talk about God and religion, like I was in Iowa 10 days ago, and like Rob Sand is always sort of slipping it in there. Like it does actually. I do think it's a thing in the modern century. He is center left. And he knows how to run against both parties. Like James Tyler, he did do the thing on immigration where he said, you know, the open border policies of Joe Biden were nuts. And like that's, that is sort of table stakes for what a Democrat needs to say in order to win in a place like Texas. But I would say he is generic average, whatever. LSA is a below average candidate. He's going to underperform in Michigan, right? Like a Democrat should be winning this cycle in Michigan by like seven or eight points even probably at the top of the ticket. The governor, Jocelyn Benson is going to win by close to 10 percentage points. I think we can expect already that that's going to be closer to like a five point. And candidate calling meaning because you think that he has been so divisive to the party itself. Yeah. And also that he is viewed as extreme because he has taken more left positions on any number of things. And it is also approach in the way that you talk and whether you're sort of more of a firebrand. And then you look at somebody like Mary Peltola, who is an out and out good candidate who's also changing the contours of the race in Alaska. And so you have, I think, a really interesting. And these, these factors are going to be pitted against each other. What matters more? Does the blue wave come crashing down and sort of none of these candidate quality issues end up making the difference in the end? Is it the case that we are so stuck in our partisan ways that red states are going to stay red, blue states are going to stay blue, even in a very politically dynamic, in a dynamic environment, politically where there is a blue wave. Like, I think these are some big questions that we're going to get answers to. In some ways, the math is pretty simple. All these states, Alaska, Texas, Iowa, et cetera, are roughly R plus 11,
or R+12 states, meaning in a neutral year you expect them to vote for Trump by 11 points, 10 points, call it, right? The national environment is around a D+60+7, so you get to all these states that with average candidates should be a three or four-point Republican win. Can Democrats make up for that with a candid quality advantage? In Alaska, you might have been on that happening, potentially, in Ohio, where Brown is kind of a quasi incumbent and won a tough race in 2018 in a similar environment that you might have more confidence about. In Texas, I do think, I mean, Talleriko's fundraising is quite astonishing. I do think it's more about Ken Paxson being a weak candidate than Talleriko. Let's get tabloid fodder. Yeah. In Michigan, I mean, that's the thing. So Michigan should be D+70+8, so if you have a four-point candidate quality disadvantage and we can talk about what that means, that might not be enough there, right? El Sayed has a bigger question, or Democrats have a bigger question in Michigan than Republicans do in Alaska because the environment is so blue. And by the way, I think I'm one of those people who believes that more moderate candidates do do better. I think there's lots of empirical evidence for that. It's not the only dimension of candidate's strength. He is somebody who has an impressive background, El Sayed. He's a charismatic person when he's speaking. Like, honestly, I think a lot about Tucker Carlson likes him. Sure. Yeah. No, I mean, it's true. Yeah. I don't know how much. Jesse Waters likes him too. Yeah, Jesse Waters couldn't help. But like, I don't know why much the Tucker Carlson endorsement is a feather in his cap. But are we going to talk about circumcision on this podcast, Sean? It's all I ever want to talk about. No, but he actually, he's, he's not, he's not, he's just a cleverer. No, I don't think that's necessarily, but it's, I think it's, it's the, you know, with Mom Donnie. I think we're watching the mom dot, like, what else, what, like, what you have to do, no matter who you are, like, you know, El Sayed is a particularly divisive candidate right now, given where the party is, but no matter what happens if you're a candidate, you have to, in a primary, afterwards, you have to mend fences. And oftentimes you moderate, like, if you look at Mom Donnie, who's now in office in New York, holy smokes, right? Like, with a smile on his face, which I think is a genuinely a real part of this, right? Like, it's like, the friendly face of democratic socialism, like, I think that goes a really long way. Um, but, you know, you also see it with like, AOC and the squad in Congress, or some of the members of the squad in Congress, like, you sort of enter the, for lack of a better phrase, the parliamentary, parliamentary environment of, okay, I have to make deals. I have to, you know, work the back rooms. It's not just about what's happening in front of the camera. And I think, you know, I think El Sayed is in a tough place with that because of where the broader party is, and I, and where Michigan is, I mean, like, do you want my hot take? I do think that this is going to get clipped and get me in trouble. Oh, no. People in the nation, my hair's okay, okay, go, okay, people, people in the national media care disproportionately about Israel and Gaza and Palestine, relative to, if you serve voters, not how they feel about it, but how much importance they actually do. Wait, that's so invariably true. That's not a hot take. Okay. People realize that, right? And so, like, you know, I'm from Michigan, Michigan's remarkable for having a very high Arab American population, but it's, it's 2% roughly of the voting pool. It's not, it's not 20% or something like that. It did move a lot. Dearborn Michigan, the most Arab American city in the country, gave only 40% of its vote to Kamala Harris, a big Trump vote, a big Jill Stein vote, a big other vote. But at the same time, like, you know, Michigan is a swing state because it's demographics on average are pretty similar to those of the country as a whole. Well, this is a question. I mean, how much should El Sayed, like that vote, right, the Arab American vote, that turned against Harris and the Democrats because of Gaza, how much does it make sense strategically if you're in El Sayed's campaign thinking about turnout, right? Okay. Like, he's not going to win over the establishment part of the party. Like, how much can it be a turnout game? Like, because I remember, you know, I live in a part of New York, that's really South Asian. Yeah. And on election day here, it was like, they did the same thing that Trump did, right? Which is low propensity voters, right? Like, this is your first time voting in election ever or in a couple of cycles. So like, strategically turning out the Dearborn vote, how much does that make sense or how much is that a winable strategy? 2% of the Michigan population, I just don't think there's enough of the voter to make the difference. Like in a midterm. What we're talking about, we're talking about margins here. We're talking about like, you know, our fundamentals forecast as they should win by three points. Like, you know, one or two points matters in that context. I mean, I'm always someone in general who thinks turnout is a bit overrated relative to persuasion. But that's less true in a midterm than in a presidential year. Turn out is lower in midterms. You can have these big enthusiasm gaps in the past. They can be as large as like five points where if you poll register, I think, you know, in 2010 and 2014, the Obama coalition, which did so well in presidential years, did not motivate voters very much at all in the midterms. It didn't quite translate. I don't know if it was, if it was the young nature of that coalition or what, but like, you know, Obama's approval ratings weren't good to begin with in 2010 and 2014. But like that enthusiasm gap really expanded that quite a bit. And by the way, with Trump's disapproval rating at almost 60% in some of these polls and a negative 20, you're not going to have Democrats win the House popular vote. By 20 points, right? What you might have is a lot of people who are souring on Trump because he's a lame duck, because of Iran, because of tariffs, because of Epstein gate, because he's just been in office a long time. They just won't turn out to vote. They'll be watching football on Sunday and not take the time to vote the next Tuesday. And so that's where the lack of enthusiasm could translate. And by the way, people don't realize they think, well, his approval rating might be 38%, 39%. But they're all really enthusiastic backers, like actually not that either. And our tracking his very favorable number is down to around 21%. So and this is fatigue that you very often get in a second term. And because we're in a modern news cycle, it feels like Trump's president forever, basically, right? When I read accounts of like something Obama did as president, right? Like it feels kind of totally foreign, you know, with the Mets were in the World Series in 2014. And I'm like, Obama was president. That feels like ages ago. Ebola doc. I mean, that's it. Yeah. Yeah. Yeah. Yeah. Yeah. The on, on sort of where Israel and Gaza fit in. Nate, you may be right that it has more salons among maybe a smaller subset of like hyper-engaged people and sort of maybe political elites, but that can be a vicious or virtuous cycle depending on how you want to describe it because that also led to tens of millions of dollars coming into the race to try to turn people against a dual. And then that becomes a challenge for him to rebuild after a primary in which he was day looted with negative ads. And so, you know, clear to your point about, you know, people moderate when they get to the general in a strange way in part because we're in this sort of post 2020 kind of revision in which people go back and sort of restate or undo things they said in 2017, 2018, 2019 through maybe 2021, they kind of do their moderation during the primary, right? And so what, what has Abdul done since? He has not changed his political positions. He really just kind of apologized for a statement that was a divisive about an attack on a synagogue, right? In the efforts to try to repair relationships with the Jewish community, but that had come after, after the primary. And so he sort of, he's in a difficult position, right? Because he, like, it's not about moderating, right? There is a kind of specific, and it's not about his issues, right? It's not about his controversy. Right. It's about a controversy in there, people for whom his remarks after the primary, maybe were either kind of either too little, too late, or they had already, there was nothing he could say to undo the fact that they have this fear, some rooted in Islamophobia, some, based on just disagreeing with him on his position on, on Israel. So do you think that's a, like, a challenge? And, and regardless, right? Like, anytime we're talking about Abdul specifically, even his strengths, you're not talking about Mike Rogers, right? Because I think whatever your position is in the ideological fight, it is pretty clear that if this is an election about what Mike Rogers will do in the Senate and how he will side with Donald Trump, that is the strongest place Democrats could be, which is why on Fox News, it's a songpiker and Abdul side by side day after day after day. Like, I have trouble picturing what Mike Rogers looks like. Right? Honestly, I think I'm like to, like, I don't think Mike Rogers knows what Mike Rogers looks like. It is, he is, he is, he is, he is, but this is his strength, right? Because Mike Rogers. Sure. No, totally. Yes. I am generic Republican. Yes. Old school. I'm not a Trumpy person. That should give you some reassurance. When in reality, right, the fact that he's going to that midterm convention tells you something about his, his, his, his balance between donors and Trump and what's happening in Michigan. Look, one of my hot takes two is that American voters are actually pretty rational and the aggregate, if not individually. My hot takes is that people are just good. Clearly salty earth, salty the earth, Michigan. That's what I say. I'm always. So you see a lot more cross-parsonship in gubernatorial races, right? There's a Republican governor of Vermont. There's a Democratic governor in Kentucky, Kentucky, for example, Kansas, Kansas. You don't
I don't see that as much. Kansas is not voted for a Democrat for Senate since 1932, I think, or something like that. Because people correctly infer that maybe I think Mike Rogers is a good guy. He's still going to vote with Trump, 90% of the time, which, you know, you could literally name on one hand the number of members of Congress who routinely vote against their party, you know, Susan Collins, kind of. Jira Golden is retiring. Murkowski has a system she benefits from in Alaska where you have a top four system where you can actually, and rank choice voting. So, people are kind of rational, say, I might be worried about, they'll say it's positioned on this or that, but like, but he's going to vote for against Trump, and that's what I care about when Trump has a 37% of people writing in Michigan or whatever. Yeah. I mean, to be clear, I mentioned that I think that he is a sort of below average candidate. That doesn't mean that he's going to lose. As we mentioned, he has a good amount of cushion. And I think, John, I would be curious for your take on this as well, because we all remember from the 2012 election, or at least all of us millennials in this room, remember from the 2012 election, when Romney's advisor was like, oh, you know, we're going to shake him up like an extra sketch for the general and moderate him, right? And it's important to remember that people, first impressions matter to like, be your mom about it or whatever. And the first impression that people got of Al Sayed was a fighter and somebody who's fighting the Democratic Party, right? And so I think for a lot of people that gives them the sense that, oh, we already think of the Democratic Party as quite to the left. You ask Americans broadly, is the Democratic Party too moderate, too conservative, too left-wing? Americans broadly feel like the Democratic Party is already too left-wing. He's positioning himself to the left of the Democratic Party in a battleground state. So a lot of people, and this is an identity thing, too. We know from social science that when voters look at women, and in particular candidates of color, they view them automatically as more to the left. They assume that their policy positions are more to the left. He was like, he was a lacrosse, bro, though. I mean, he comes across as very broy. And in the same way that like, you know, in this ad he has, where he's on Senate Island so he's like, has a football and things like that, right, and like is kind of like coming across like a-- Or the grandparents. That's fair. And look, John can tell us how effective it is to sort of moderate and reposition yourself and pitch a different, maybe side of yourself in the general election. It clearly wasn't successful for Mitt Romney. But I think it is something that will be a little bit hard to do because of that prime. And it's not just because, you know, APAC dumped a mountain of money against him. It's also because voters think the Democratic Party is already too far left. If you position yourself to the left of the Democratic Party, you're even further away from the mainstream. Look, we're a representative democracy. I think flip-flopping is fine if you're saying, I'm trying to meet the voters halfway to where they're at, right? I've never-- Oh, yeah. Flip-flopping should be normalized. But that is, that's like a normative take. That's not how American politics necessarily works. Like, what's the point of a mind if you can't change it? There's a long of arguments with internet leftists about, I think the data says that you're more of the center that helps on average, right? I've just found the whole L.S.I.D discourse a bit weird because he has gained ground in the polls. Immediately after the primary, Rodgers was ahead by one or two points in the polling average and now L.S.I.D.s up by three or four. It's a-- I mean, a lot of it is-- And that reflects, like, consolidation of the Democratic Party. And there was a lot of nasty-- Oh, but it's more-- I think it's-- Oh, I totally-- But it's a lot of it is just-- it is literally private party. Politics, right? And the fact that-- I mean, I said at the top, this is the race where the drama is as a member of the media who formerly covered campaigns in that way, obviously, there's something going on here, right? We gravitate towards-- the New York Times Politics assignment desk and the Wall Street Journal to a lesser extent. That really does drive a lot of the way that race is covered and the way-- And it was-- Scroody on "Elsella" had increased when the main race became less interesting because Graham Platner dropped out. Oh, my gosh. It has actually been-- it has actually been so funny to me. I've been thinking about that that we're all like, all right, who's this guy in Maine? And then, like, Susan Collins did have the really hilarious-- Oh, I saw that. Oh, I saw that. I'm not going to say anything. I'm not going to say that he's married to his cousin. That has been so-- I'm not going to say anything. Oh, my gosh. So funny. Where was I going to say this? Oh, yeah. But now we're just like, OK, so now we're doing Michigan. And-- Oh, hold on, hold on. Oh, hold on. Back this truck, right the fuck up. This is a fantastic exercise for us to learn something about the American voter. Testing a sort of a left activist in a battleground state is a really interesting thing for Americans to find out about whether or not Elsaid can win. Look, it's going to be a blue wave environment. So like-- Well, police-- I don't think that most voters are going to like drill down on, did he underperform? Did he not? Whatever. They're just going to be like, if he won, he won. And like, the left is ascendant and they can win in battleground states. And if he doesn't win, then I think, you know, there's going to be some recriminations with the Democratic Party. Whatever. Like, this is not just like, oh, you know, like if we can't talk about like rape allegations, we have to talk about the fact that there's like, you know, an Arab American Muslim guy running in Michigan. Like, this is a genuinely interesting race. Pots of America is brought to you by Cook Unity. I love Cook Unity. I had it today, John. I had it today. I will have it tonight. I had it last night. I had the chicken meatballs with quinoa, which were very good. And I think tonight I might have the crab cakes. Wow. I eat it. Just look, look at those two different ways you can use it because for me, I don't have it at night. Like this morning, I went to the gym, I raised home, I had Pad Crap How with pork. That's what I had for breakfast. That's right. That's right. Wow. And last night for dinner, I had chicken, taken masala after I did love it or leave it. I went home and had that. So it's Cook Unity and night Cook Unity morning. You're talking to some Cook Unity boys, right? We're the Cook Unity boys. Cook Unity is the first chef-led meal delivery service that makes your meals in small batches inside local microkitchens. Do you think the kitchens are small too? Yeah, they're a little bit too plumpas across the US. Not factories, so every dish arrives with the kind of freshness you'd get at the restaurant itself. Meals from Michelin star chefs, James Beardwinners, and Food Network stars. Go to cookunity.com/cricut or use code crooked before checkout for 50% off your first week. Cook Unity works with some of the best chefs in the country to bring creative, delicious meals to your door. Hundreds of dishes to choose from, menus updated constantly, over 10 dietary preferences, high protein, low sodium, GLP1, pescatarian, gluten-free, all the good ones, over 25 global cuisines, Mediterranean, Korean Thai, Mexican, Italian, and more. Taste what happens when real award-winning chefs make fresh, small-batched meals just for you. Taste what happens. Go to cookunity.com/cricut or enter code crooked before checkout to get 50% off your first order. That's 50% off your first order by using code crooked or going to cookunity.com/cricut. I'm Nate Silver, I'm Galen Druke, and I'm Claire Malone. We're back, this time with our friends at Crooked Media for a new show called Still Counting. Numbers are hard, take so easy, and frankly, numbers have only gotten harder. What does the data actually say? How do we reconcile that with the other things we're seeing in American politics and around the world? And how do we use that data to understand or maybe even dare to predict the future of American politics? New episodes every Wednesday, starting September 9th, subscribe to Still Counting on youtube.com/atS Still Counting Podcast or wherever you get your podcasts. Yes, whatever happens, I think people are going to try to find ways to confirm their priors, right? Because let's say, look, I desperately hope that I'll do a win, but let's say I'll do a win, and he underperforms compared to other results, people will say, "Oh, that is evidence that the left isn't as strong, electorally, but I think rightly people will then say what also, he was dealing with tens of millions of dollars dumped on his head in a primary that kind of put him back, right? Like people will find a way to sift through the data, but I think part of the reason they don't believe the polls is because instinctively, for reasons based on I think some bias, but also just evidence that like, oh, they just assume that a left candidate is going to do worse, they see the fighting over anti-semitism, they see like Fox News focusing on all of this. And I think, oh, these, the polls were wrong in the primary, right? They gave them too big of a lead. And so maybe they're wrong again, and it's either tighter or we're behind even if the model, the flipper model has him at 60% to 70% Nate, is it going to be Lucy in the football with the polls because or do these polls correct for what they got wrong in the primary? I'd say a couple of things. One is that there is a long, long history, including a Michigan particularly of primary polls being way off. Bernie Sanders was down 20 points in the polls in the primaries and was the 2016. It was the biggest forecasting error in like the history of our polling database, basically. So if you can have a 20 point error, you had, by the way, a 20 point error in Wisconsin in the hung race. So polling is very, very difficult in general, but much more so in the primaries. In general elections, you have anchors. You know roughly which people are going to turn out and what the demographic makeup will be in a state like Michigan where it's quite, quite regional. You don't really have that in the primary where there's sometimes very high turnout, sometimes very low.
So young voters can now be over-represented in polls because they're online that used to be the opposite problem. They wouldn't answer the phone, right? There might be issues with that potentially where, hey, youthful enthusiasm is always a hell of a thing to have, but there's a bias sometimes in which voters poll survey. But the thing is, I think all the indicators are kind of surprisingly rational in this election. If you look at the history of midterms, if you look at special election results, you can talk about Republicans' big corporate money raise, but Democrats are raising a lot more individual contributions on a race-by-race basis. You can look at the aggregate amount of turnout in their primaries for Democrats and Republicans. You can look at states, they've had nonpartisan primaries like Alaska and Washington State, for example. I don't know. You can look at generic ballot, look at Trump approval. So both the polling and the non-pulling indicators align pretty well. And the models to say, the models to say, that El Sayed's likely to underperform. And so he'll probably win by two or three points, but there's a big margin of error on that. And part because polling is inherently uncertain, and he has weaknesses and strengths, right? He's not just a Francesca Hong who seems totally disinterested in reforming her past views and doesn't come across as a very frankly charismatic politician. I just want to put a couple of numbers as less to sound like I'm fully talking out of my ass. When I'm talking about above average candidate, below average candidate, I'm referring to work that friend of the pod, Laxon Jane, has done over at Split, take it, looking at due candidates over or underperform a generic Democrat and any given race. And so you can look, who's the most underperforming Democrat in America? It's Ilhan Omar. She underperforms the generic Democrat by about 13 percentage points. And I think it's Pramela Giapal and then Summer Lee or something like that. And then after that, it's Elizabeth Warren. And Elizabeth Warren, I think underperforms a generic Democrat by about 13 percentage points. All women and women of color, I will point out. Well, except for Elizabeth. Well, I guess there's the debate about Elizabeth Warren, if you really want to read that. I said, I said women, comma, women, comma and women of color. Um, taking me back to what November of 2020, um, but so, so to be clear, like there's evidence backing this up, but like most, like, for example, if you look at AOC, she is a talented politician. She, she, she performs out about a generic Democrat level. You can be to the left and you can make up for it with your political talents. Um, but there is just some evidence of candidates like this underperforming. And so I think that is where some of the, the, maybe anxiety within the Democratic Party comes from. And, and I just want to add one thing, which is to put a number to what you said, Nate. The average error in a governor or Senate primary, so a statewide primary is 13 percentage points. 20 points is more than that. So yes, it's still a larger than average error, but you should not go into these affairs, thinking that the polls are going to get you within two or three points of the answer because they never have. Yeah, the margin of error is like literally, if you calculate it empirically, meaning based on how accurate polls actually are or not the sample size, it's like literally a 25 point margin of error. When you hear a primary poll, especially for a down ballot race, a 25 point margin of error, you have to apply that in your head to get somewhere close to reality. Then why are, look, 25 point margin of error in races that are often decided by a couple of points. So what, why not, what, what, what, why let's just take that money and I don't know, like, let's do something fun with it, you know what I'm saying? Oh, I want to ask you one question because you wrote, you know, we've been talking about sort of which candidates over perform, which candidates underperform. Now there is this problem, right? Because even if candidates that are further to the left may do worse in a general election, the democratic base is really dissatisfied with what centrist and center left Democrats have been offering. There's a lot of anger and mistrust because if the bargain is you get less than you want but we win and then we don't win, it doesn't really work. And so I think there's like two big problems in there and you wrote a piece about what your questions were for the sort of center left as you defined it. One is what does it take to persuade people inside of a primary, right? But more broadly, what is it that the center left is offering that is not just, like, Jerusalem Demsas talks about this at the argument, right? What is the center left that is not just incremental or cowardly leftist, right? Or like people that want part of the left agenda, like is there a way in which you could have a liberal politician who, in the way that Obama did and the way that, I think, you know, Bill Clinton did at the time that can have a vision that is as big and clear and a worldview as defined as that of a Bernie Sanders, but that isn't from the left. Well, liberalism is the same thing as leftism and in fact, it's liberalism that kind of was a dominant political philosophy of the late 20th century pretty much in liberalism if you look at how it's defined in Europe means, you know, you want more liberties so you want free speech, you want free markets, you also are concerned, though, typically about institutions like rule of law. And liberalism is trying to solve the problem of like, okay, we want to give people freedom, basically, but we don't want to have total anarchy here. We're not libertarians exactly. And so how do we mediate that? Liberal societies often tend to be very rich as well. So you have the luxury, maybe, of letting people kind of have their cake and eat it too, different strands of liberalism. Will we distribute more or less? But yeah, I wish American media discourse separated out those two things, right? To say, I care a lot about like individual freedom. I care a lot about institutions, like I, you know, and I think as an empirical matter that market-based solutions work better than central planning, like those are things that are fairly coherent and consistent across different strands of that. But like, look, the average democratic voter or the average media member is not going to care about abstract political philosophy so much. I think the establishment, I think the center left, right? The centrists or the center left liberals have kind of let themselves be defined with democratic establishment when they shouldn't be. You know, the notion that like Kamala Harris was a centrist, I think is ridiculous. You know, she is a, the democratic party, the main line of the party is a progressive party. Maybe not leftists. I mean, you kind of need, I mean, I think what you sort of need is, I mean, Obama, Obama was sort of classic where you need like a service policy, right? Like, so he had, we're going to reform the healthcare system. Elizabeth Warren, that, I felt that, that, that presidential primary was notable because Harris and Warren and Kirsten Gillibrand were all running and they were all talking about child care as an important economic issue. That felt like a real sea change. That's like a sort of service policy that you can have. So you need almost like a, the rhetoric and aesthetics of a big tent liberal party, right? Which is positivity. No sort of litmus tests. I mean, I think Bernie Sanders in 2017 went on this interesting tour where he was endorsing pro-life democratic candidates. I can't remember what city it was, maybe in Nebraska, something like that. Yeah, and Bernie on guns. Yeah, like exactly. Right. So it's basically like, we need positive rhetoric, a big tent, and like too big splashy, bread and butter policies that help people. And then kind of these tertiary things of like, well, here's the social issue that you might care about if you're on the far left and that's something you're voting on. Yeah, it's interesting. My take on your questions on you mentioned that, well, Democrats get less of what they want, but they win. To me, I think the exchange is a little bit different, which is we were in a place in 2024 where actually like Democrats didn't really want, or like Democrats and left leaners didn't really want like the immigration policies, for example, that Joe Biden was offering. And so what you really want to do is give them close to 100 percent of what they really, really, really want. Say that's like healthcare. Say it's a public option, something like that. And then you want to sort of break with your party on issues where either Democrats don't really care, or Republicans are on the right side of public opinion. So you say, for example, and this is where the vision comes in. I'm so left on healthcare. You know, I want, you know, X, Y, and Z, whatever, like I'm Bernie Sanders, but better on healthcare. And guess what, Joe Biden, you do the James Talleriko on immigration. Guess what? Joe Biden completely fucked up on immigration. We need a secure border. And we don't think that people should we, you know, the position of the Democratic Party from here on out will be that, you know, one, one illegal border crossing is one illegal border crossing too many, and we take this issue seriously. And so the idea of like the set, like what what Kamala Harris tried to do was like be in the middle on everything. That's what like Susan Collins tries to do is be in the middle on everything. And that is, I mean, that can be popular in some contexts. At this point, like, I feel like those years are a little bit behind us. Right now, if you're going to feel authentic, if you're going to feel like you have a vision, right, you want to go left on one thing, on authentically left on one thing, but go right on another.
we're going to go back to Barack Obama, he was like to the left of Hillary Clinton on the Iraq war, but then to the right of her on basically everything else. Bill Clinton, again, he was like to the left on health care, but then he was to the right on crime. And so these visionary Democrats that you've mentioned are not saying, hey, left, I'm going to give you everything you've ever wanted. They're saying, I'm going to give you the thing that you can't live without. But then I'm going to appeal to the rest of the country on the things where Democrats have shit the bad. Yeah, the thing I would add though, it's like, right, like that is a kind of whatever mercenary way to look at the different sets of issues, right? But a great politician both on the matter of being persuasive, but also I think great in the sense of being driven by a genuine sort of set of ideological precepts, right? Like there is a there is a you can make an ideologically coherent argument for be believing in free markets, believing in Medicare for all, because you believe in decoupling health care from the job market because of your understanding of the way markets work and believing in having a immigration that is sort of generous, but also very well kind of controlled legally, right? Like a generous legal regime, right? Like there is an ideological worldview that would be the kind of classic liberal worldview that could be made, that could piece these things together with a story that is kind of exciting to hyper-engaged people in part because it can be both optimistic with it can it can be sort of a big and grand without assuming that the biggest and grandest answer will be coming from the far left. It just hasn't been a center left or a kind of liberal figure since Obama, who seems able to do that. Yeah, if you look at the polling going back to like the Iowa Democratic caucus in 2008, Obama won both among the most liberal voters and the most moderate voters. Their moderates were convinced he was a postpartisan pragmatist and because of Iraq and things the liberals were convinced that he was a true, I should say more left progressive, right? A real progressive. Kamala Harris is a polar opposite of that. Progressives think she's a centrist, centrist thinks she's super woke and far left and to some extent that just gets to like to raw political talent. I don't want to keep going back to Michigan. You know, I think L. Cyan has a fair amount of like raw political talent. I do. Yeah. Well, it's rhetorical when you say I don't want to keep bringing up this. You're like Susan Cohen. You're going to talk about it. You're going to talk about Troy Jackson's second cousin. Who cares who slept with his second cousin? Rob Sand might be the, Rob Sand might be among the more talented. I think that's a great example because this is what he's doing. He's running against both parties in an environment where the Democratic Party is not popular and the Republican Party is not popular. You want to put yourself above the partisan fray. And Rob Sand does that literally every campaign. He doesn't. Rob Sand does something that I see. He, first of all, like those great interview with Jonathan Martin was just like, nope, nope, nope, great. But I saw I'm talking about education in a sort of in a, in a town hall or just a small sort of whatever political meetup with some kind. And he basically was so straightforward. He said, look, I'll be dealing with the Republican legislature. These are the things I think can get done that I think would be helpful, right? There's a kind of like treating people as if they're smart and being pretty, being pretty direct that I think because it's a state race and not a national race, I think there's like some space for that, right? In part because you don't have to be as worried about kind of the traditional partisan dynamic and anything you say and kind of got to be dumped on your head from either the right or the left. I was there like I talked to him a couple weeks ago and went to a bunch of the town hall. Like I kind of did the like the journalist day with Rob Sand when I was out there for other stuff from my book. And it's interesting. There's a couple of things that I think one, it's it's like he's been in the state for a long time doing these kind of won now. I guess wonky like being a state auditor is a little wonky, right? And he wrote like the book about the big lottery scandal in Iowa. He kind of does the Iowa thing where it's like I'm going to show up. I go to all the town halls and he is a little bit. He's kind of like when he's on the stump, he's kind of doing the like aw shucks, but then there's like a little acid thrown on to it. Like he'll like twist the knife a little bit, which is interesting. He's also a former runway model. So people like looking at him, right? Like it's also like the thing. This is the first thing Claire showed me when she got back from the track. He's old. His old modeling photos from Milan. I don't think the Milan photos are really being are a huge help in, uh, in Cedar Rapids, but no, but my one is true is that he did go to he went to East Coast for college, but then in a way that I think like, you know, people with political ambitions do like and also he grew up in Iowa and wanted to go back there. But like he went to Iowa for law school, right? He like stayed in the state. But when you actually hear him talk about issues, he often does skirt. Like I went to a town hall where a candidate, a voter kind of like kind of laid out this like question for him to take a big smack at like big ag. And he didn't, right? Big agriculture business in Iowa. Which I was like, oh, that's an interesting thing that just happened here because he is dealing with a, you know, a state with vested business interests and also, again, a Republican legislature. But he was like, I texted a couple of people and I was like, this is like a very notable political talent. In the same way that like my former classmate, John Ossoff, is really good on camera and a very sort of poised presence. And those are, there are people who are, I don't know what John is like on the stump, right? John, we're going by first. We're going by John. No, but like, I don't know if he's good on the stump, but he's very good. Like in the way that AOC is very good, sort of being the sort of big communicator via video, which is incredibly important in this age and like Obama, you know, like Obama. And then we haven't had it in quite some time. This episode is sponsored by BetterHelp. 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Love to leave it. I was talking about love to leave it. I was talking about the intrusive thoughts. I have just from the walk from backstage onto the stage. And it horrified the crowd horrified the crowd. That's a perfect reason to go to therapy. That's the better place for that. John, do you ever get better help? If I'm on the street and like I will see like let's say there'll be a commotion or people arguing about a traffic spot or something or you know just see something. I not only imagine them fighting and then a crime and then a death and then a trial. I am standing on the street. I am testifying at that trial. Wow. Like that's fully the full story unfolds in a second of two people just being mad in a parking lot. Oh my god. Yeah. That's mental. That's that's something I should get talked to somebody about. Yeah. Yeah. I'm just thinking about the news. Yeah. For you, it's the news. Visit betterhelp.com/psa. That's better H-E-L-P.com/psa. I'm Nate Silver. I'm Galen Drew. And I'm Claire Malone. We're back. This time with our friends at Crooked Media for a new show called Still Counting. Yeah. Numbers are hard. It takes very easy. And frankly numbers have only gotten harder. How do we reconcile that? What the other things that we're seeing in American politics and around the world? New episodes every Wednesday starting September 9th. Subscribe to Still Counting on youtube.com/at Still Counting Podcast or wherever you get your podcasts. Now we do, I could keep talking to you to three of you, but I do want to just close with some very quick and as I promise, quite pedantic questions about modeling. I'm going to bring the model up on my laptop. These are these are I'm going to take these. I'm going to try to get through a few of these. All right. In your deluxe model, there are let's say three kinds of data. Pulling fundamentals and ratings by expert. Presumably the fundamentals and come and see economic conditions, fundraising, whatever you're incorporating are in some way reflected in the pulling. And then the ratings by experts are also reflective of the pulling. So I just want to understand qualitatively, what does it mean to include data that is dependent on the other data? For example, does the fundraising data slowly recede because the fundraising advantage would predict a change in pulling as the election gets closer, or does the fundraising data continue to matter as you get closer to the election day, even though presumably that would have to be accounted for in the polls, if it does matter. So this is the part where Claire and I pull out. I'm so sorry. I just started doing shots. I'm sorry.
is this okay? I really, these are things that have annoyed me for a long time. Okay? Can I just, can I do that? Answer number one. Polling gets more important as you get close to the election. It's more accurate, you get more of it, so it becomes more of a polls mostly model by election day. Number two, the reason we look at fundraising is because it's a measure of grassroots support, and one of the few things you have that isn't a poll that is actively data collected within that election that shows people movement or people power. So we only look at money raised from individual contributions, not pack money. We actually put a big multiplier on within state contributions because those are much more likely to reflect how voters in that state feel. So like, I think, and how do you decide what that multiplier is? Like how empirically? Yeah, empirically. What could that possibly mean? What the fuck does it mean to empirically weigh the value of a grassroots donation? Come on. John, if you look at the University of Chicago, he, he doesn't, listen, I want you to know Nate. I almost went to the University of Chicago law school and I spent two days at that place, and after that experience, which felt like six years, I did not enroll. Go away. So, but seriously, how do you purically draw a scatter plot? We lots of data for Congress. That's one nice thing. We have data on every congressional was going back to 1990s. So thousands of races draw a scatter plot of fundraising versus the outcome using all fundraising data. Then draw one using only in-state fundraising data and the in-state is a tighter fit because that reflects like, how much money you have to spend in a Senate race? Like, tell everybody that's not my question, but that's not my question. I agree that in-state fundraising is more valuable than out-of-state fundraising. I am asking, how can you possibly decide what the multiple is of the in-state fundraising? Because whatever you're doing, you are waiting the value of the fundraising in total. So the weight that you're applying to the in-state fundraising in some way determines the entire, the impact it has on the overall model. And I'm saying, how do you do side empirically? How to weight that information? Through the magic of multivariate regression analysis. Yeah. Because we have a lot of data, you can take a bunch of factors that in Michigan, LSAIDs raised a lot of money, by the way. It's another factor. On the other hand, LSAID is very progressive. If you have thousands of races, we can compare those two things. You can just aggregate and say, which factor is more important over the long run? Just like with it's kind of the same thing. It's like the money ball type analysis where you can say, we have hundreds of baseball players. We can say, what contributes to winning? Is it batting average or OBP or home runs or pitching or whatever else? It's the magic of, you look skeptical. No, I'm not skeptical. Some of this is skepticism. Some of this is genuine curiosity. I'm not really sure what the balance is. We'll have to run a bunch of simulations to figure out what the answer is there. But I guess because part of it right is then, so you use that scatter plot to determine the influence of the fundraising, right? But a lot of that data is then also going to be in the model in other ways as well, right? You're going to take that outcome data that is determined the value of the fundraising. It's going to go in the model in another place. And I guess when you're running 40,000 simulations, how smart are those simulations? Do those simulations inside of each simulation? Is there an understanding that the quote unquote random, I'm not using that word? I'm saying the randomized sample that is taking place inside of those 40,000, is that a smart randomization that understands the ways in which various data is dependent? It's a super fucking smart randomization, John. I'll say that much. No, there are a lot of models in 2016. Like famously, like the Princeton election construction model had Trump with only a 1% chance of winning the New York Times model had him at 10% or something. Our model at 538 had him at 30% instead of 29%. And the reason why is because our simulation architecture was better because errors in the polls are correlated. Okay, so the correlation of the errors is accounted for in the random sampling that takes place when you're running the 40,000 samples. And we can do fancy stuff, right? We can say one simulation will test what happens if Democrats really overperform among the Hispanic vote, right? That has a big impact in Texas and Florida, maybe not so much in Michigan, for example, or what happens if Republicans have low turnout, but Democrats win the persuasion battle and things like that. So yeah, we're actually, we have micro data on every congressional district and how they're related. And then how do you make sure that in your random sampling in which inside of those random samplings, there's an understanding of the relationship between the data that you are then randomly sampling what the correlation could be when you're running those random samples. Do you know what I'm saying? Because I'm really good at this and I've done this kind of thing. It's hard, but this is what I'm trying to understand. I'm like, I'm sorry, I'm like putting on a, I very rarely get to just sort of like, you know, math out to disagree. You have to have a lot of knowledge of the system you're trying. So one very important thing about politics, most important thing in some ways, since the 1990s, we've had more and more polarization. Oh no, I'm sorry. I'm sorry. Yeah, this is my fault. Is this is is what's happening here? Basically, like, you know, when you go to your doctor and like, they're really smart. But at the end of the day, the doctor, being a doctor is an art as much as a science. Is that what you're trying to say here that it's as much of an art as it is a science or in my, well, first of all, when you make predictions ever, you get a lot of feedback, right? Yeah. And so where my model took up and where, you know, and you're being accountable, we're putting this out there. Do you ever take the model and go back and run it on a previous election in real time to see how it would have done? I mean, inherently, you're using past data to guide the parametrization. Of the model, but you have to be careful because like, we have these things that are called overfitting in statistics, where you can be overly literal. Oh, a candidate who's whose name starts with C and ends with N and as a woman, right? They always lose the general election, right? So you don't want to nominate anybody with a less named C if they're a woman kind of thing, right? You have to like look at this is why you actually have to know something about politics. You know, we can't use the same model that we would have when we first had a congressional forecast in 2010 because the climate is much more partisan. Things like candidate quality, things like incumbency matter much less than they once did. And you can observe that in the data, but also you can observe it by being a smart person who understands American politics. Right. But this that's where I sort of this is where I struggle. I like have like a philosophical I struggle. I'm not I'm not saying in a majority of way, I genuinely struggle to understand what qualitatively a model is given that every election is unique and only run once and that the pulling on which you base it is both is both kind of you're trying in the data to account for both the unknowable unknowables of what will happen and the unknowable nobles of what people think at this exact moment. And it's hard to and I don't know if the model what I think people when I think people miss is that unpredictability is predictable that people should know people should know that in a gubernatorial primary in Wisconsin where literally three candidates dropped out within the final month of the race, you don't have any fucking clue where the race is at based on a bunch of shitty internet polling by college kids, right? That's predictable. We don't forecast congressional primaries because the model would have these margins of errors of 25 or 30 points. It's predictable that in midterms the error used to be a little bit higher than in presidential elections, although it's actually reversed, reversed lately to some degree. If you don't have a lot of polling in a race, if you have contradictory data, you should be less confident about those forecasts. But look, a model is in a literal sense, it's a computer program. It's a computer program designed by me. Did you get that, John? Yeah, it's a structured, it's a structured way of thinking, right? It's saying, okay, here's all the shit I know about American politics. And here's all the data I have and we have lots of data in politics. If I'm looking at the model, am I really looking at you? Is the model but merely a mirror Claire and Galen? I'm so sorry. No, it's fine. He's not telling you some things. I'm sure because it's IP protected. Oh, that's what I would listen. I really am like, we have these 10,000 word methodology sections. I want to get it. So Claire and Galen, now I had pitched a name for this show. And the name was Alpha Dogs. And nobody but me liked this name. And I just want to understand what it's two male, it's two male, but it's two male. Yeah, it's two male. It reads male, even though I do believe I'm an Alpha, it is two male. I didn't even realize that this was one of your pitches. The main pitch that I don't even know that it had your name by it, but that I assumed was from you was show poll. No, in fact, it wasn't, but thank you so much. Thank you. I think show poll was it would have been a great name for this. I put my initials by that by that I was like, I can live with that. But perhaps Claire two male, two male, two male. Thank you to all three of you for taking the time to talk today. We're so excited about still counting everybody. Please go subscribe. Nate, thank you for indulging me on this. I am, I am, I like have, I'm really, I'm interested in like the, sometimes I actually think my problem is just really that I worry that, and this is what I worry
about certainly in 2016 was that people, they're not as responsible with what the model means is what you're responsible, but they don't take what you're saying about it. They just take the number, but I am just sort of interested in the sort of what it means to be modeling in election and the difference between like sort of prediction and sort of the, whether a model is predicting the future or trying to predict the present, you know. But for another day, I think, for another day. And so everybody subscribe to still counting right now, right now, Galen Claire. We agree. We agree. Come join us. The pool, the weather, the water is warm. We have lots more data and hot takes than folks today. That's for sure. We didn't even get to Kalashia. I wanted to talk about Kalashia. I'm afraid to start making bets because I think it's going to be a problem for me because I, you know, I got George Santos. I've got the devil. I've got the devil. I've got the devil in me. Should we start a crooked in-house fantasy league where we make money on Kalashia on, like because obviously we don't bet on politics for like a sense of propriety or whatever. Because of NCAA rules. But we could start a fantasy league where we do bet on politics. Or rejected. You win. Thank you all so much. And we'll see you soon. Thank you. Thank you to Galenate and Claire for joining. You can subscribe to Still Counting. The new episode is going to be up on September 9th. And we at Pots of America will be back in your feeds after the holiday. And see you then. Pots of America is a crooked media production. Our show is produced by Austin Fisher, Saul Rubin, McKenna Roberts, and Ferris Safari, with Reed Charlene, Elijah Kohn, and Adrian Hill. Our team includes Matt DeGroat, Ben Heffko, Jordan Cancer, Charlotte Landis, David Tolls, Mia Kalman, Ryan Young, and Naomi Single. Our staff is probably unionized with the writer's guild of America East. I'm Nate Silver. I'm Galen Druke. We're back this time with our friends at crooked media for a new show called Still Counting. Yeah, numbers are hard, it takes very easy. And frankly, numbers have only gotten harder. How do we reconcile that with the other things that we're seeing in American politics and around the world? Subscribe to Still Counting on youtube.com/atstillcountingpodcast or wherever you get your podcasts.
Podcast Summary
Key Points:
If Donald Trump were making data-driven decisions to help Republicans win the midterms, he would end the Iran war, reverse tariffs, and elevate non-Trump Republican figures to build broader party support.
Trump’s current policies—like the Iran war and trade actions—are seen as poor strategic choices, and his focus on self-promotion (e.g., hosting a midterm convention) undermines efforts to build bipartisan appeal or address voter concerns about inflation and the economy.
The Democratic Party is facing internal division over identity, with candidates like Abdul El-Sayed appearing too progressive or divisive, while the party struggles to offer a compelling, inclusive vision that resonates across ideological lines and demographics.
Summary:
The podcast features a deep dive into political strategy, focusing on Donald Trump’s potential actions if he were making rational, data-informed decisions to help Republicans win the midterms. It argues that Trump’s current policies—such as the Iran war and aggressive tariffs—are not strategically sound and would likely harm Republican prospects. Instead, a more effective approach would involve ending the war, reversing trade policies, and promoting moderate Republican candidates to broaden party appeal.
The discussion also centers on the Democratic Party’s internal challenges, particularly in key battleground states like Michigan. Here, the race between Abdul El-Sayed and Mike Rogers highlights a fundamental tension: while El-Sayed’s progressive stance and strong messaging may resonate with certain voters, his identity as a left-leaning candidate risks alienating moderates and the party’s broader base. Meanwhile, Mike Rogers, a traditional conservative, is seen as a more stable, establishment-aligned figure whose support for Trump underscores the conservative base’s loyalty.
The analysis notes that polling is inherently unreliable—especially in primaries—with large margins of error—and that voter behavior is shaped more by identity and trust than by abstract policy differences. Ultimately, the conversation emphasizes that successful political campaigns require a balance between authenticity and appeal: candidates must offer clear, emotionally resonant visions—like Barack Obama’s mix of progressive policies and pragmatic compromise—rather than staying neutral or merely incremental. The episode concludes by calling for a redefinition of center-left politics, one that combines bold, specific policy goals with inclusive, unifying rhetoric to rebuild trust and energize voters in a deeply polarized political environment.
FAQs
He would end the Iran war, reverse tariffs, and elevate non-Trump Republicans within the party. Reducing inflation and improving economic messaging would be key, as voter anger over the economy remains a major issue.
His focus on media attention, like hosting a midterm convention, distracts from policy issues. Voters are more concerned about inflation, the economy, and war than his personal visibility, making such tactics counterproductive.
The party faces a split between progressive and moderate factions, leading to candidates like Abdul El Sayed being seen as too far left. This polarization creates confusion and undermines unified messaging in battleground states.
Michigan is a critical swing state where demographic shifts, especially among Arab American communities, and internal party divisions create complex dynamics affecting voter turnout and candidate appeal.
Turnout is typically lower in midterms, meaning enthusiasm gaps can be larger. Low voter engagement—especially among disenchanted Trump supporters—could weaken Democratic margins in key states.
Yes, data shows candidates like Ilhan Omar and Elizabeth Warren underperform relative to average Democrats by 10–13 points, suggesting that progressive positions may not resonate with broader voters.
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