The podcast features a deep discussion on Donald Trump’s potential midterms strategy, emphasizing that if he were acting in the interest of Republican success, he would prioritize ending the Iran war, reducing tariffs, and stepping back from media dominance to improve approval. The hosts argue that his current actions—such as hosting a midterm convention and escalating trade conflicts—are self-serving and politically ineffective. The Michigan Senate race is presented as a microcosm of broader Democratic internal divides, where candidate Abdul El-Sayed’s progressive stances and controversial statements have alienated party moderates despite his charisma and policy depth. Despite strong early poll numbers, analysts suggest El-Sayed may underperform due to negative ad campaigns, voter skepticism of the left, and a lack of moderate appeal. The conversation also highlights the challenges of candidate quality in red states, where economic concerns and voter fatigue dominate. While polling is inherently uncertain—especially in primaries—there is growing consensus that the Democratic Party lacks a unifying, visionary leader. The discussion calls for a new kind of center-left leadership that offers bold, coherent policies—like Obama’s blend of progressive ideals and pragmatic governance—rather than incrementalism or ideological positioning. Ultimately, the episode underscores that voter trust is eroded by polarization, and success in the midterms will depend on candidates who can bridge ideological divides while remaining authentic to their core values.
Hey everybody, welcome to Pond Save America.
I'm John Lovett.
I just wrapped a great conversation
with Nate Silver, Claire Malone, and Galen Drew
who are 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.
We do.
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. It's going to be non-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.
But so out of 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 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.
You know, we saw during Trump won
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.
You know, I think that,
like, 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 1,
won't work during Trump 2.0.
What he really has to do
is make people feel materially differently
about their lot in life
when it comes to inflation
and the economy and things like that.
So he shouldn't do a photo op at Costco
with, like, some gallons of milk or. McDonald's.
Yeah.
Well, you know what?
His shtick about, like,
trying to lower the cost of gas
at those four gas stations
where he, like, purchased
or he, like, rented them out
to make gas cheaper or whatever,
like, I mean,
nice shtick,
but, like,
if you could just, like,
if you could just do that
for 340 million people,
I think that'd be
what he would 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
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 TrumpRx 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, this sliding scale of,
I mean, you can armchair
psychologize all you want,
but then it sort of
slides into Iran.
Yeah, no,
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
Lake Ontario
Lake America,
which I 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
Stephen 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 Republicans' fate
in the midterms, right?
If he had,
he would have never
have endorsed
Ken Paxton.
I mean,
I think Tallarico
is a good candidate,
but you probably need
a Ken Paxton level,
below replacement level
candidate to win
as a Democrat
in Texas still.
He didn't care
about losing
those two seats
in Georgia
in the runoff
in 2021,
I guess it was.
I'm going to get
my ears confused.
Yeah, no,
which is why I think
John's asking
a hypothetical,
which is,
if he were going
to behave as if
he wanted to win
the midterms,
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
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, like,
it's interesting to think
in this way
because,
about, like,
what he should do
because we're so used
to sort of
the analysis
of the after-the-fact
with Trump.
I mean, like,
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,
you know,
five to ten years
is what comes after,
right?
And it's almost like,
you know,
it's super awkward
right now, right?
You kind of can't,
you know,
to not have, like,
screeds 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, J.D. Vance
embodies this problem, right?
Hence all the,
I mean, I'm not saying
I know who leaked
a lot of those meetings
about Iran's strategy,
but, like,
it was to J.D. 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 Iran.
Yeah.
You know, and now you
sort of see these
little match-ups
between J.D. Vance
and AOC, right,
going back and forth.
And then, you know,
I'm sure J.D. Vance
has in the back of his mind,
like, what did Tucker
and, you know,
uh, Massey talk about
at their little dinner,
you know?
Um, so it's,
it's basically just a,
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's
unwillingness
to distance herself
from, from Joe Biden
is that J.D. Vance
is preemptively
distancing himself
on one of Trump's
worst issues.
Um, 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 too 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 tacking
the other way.
Um, like,
that's an issue, too.
I'm not sure if he has
quite, you know,
his 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 because
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 or 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 what 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, voters 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 to the extent that Republicans can remind, especially more MAGA-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 Kamala Harris in 2024.
But if you're refighting 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.
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.
People like to pretend it's not the case or to say so is some, like, kind of failing.
But of course, he's extraordinarily charismatic.
We know that because when you see J.D. Vance at the podium trying to insult Joe Biden,
everyone's like, ugh, this made us uncomfortable.
He's a sick man.
Why are you saying this?
But Trump could do it.
He could do the song and dance and it would work.
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So, uh, let's talk about the Senate actually.
First of all, just 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 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.
Which is boringly in line with conventional wisdom, right?
But, you know, most polls have Tallarico narrowly ahead there.
Yeah, but I think Michigan, for me, displays the most complicated dynamics of the Democratic Party, right?
So in races like in Texas, right, you can kind of see like, okay, this candidate is trying to do the thing where it's, I kind of look and act like an independent or like a very conservative old school blue dog Democrat, right?
I talk about God and religion, right?
We're talking about Tallarico.
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 al-Sayed's apologies.
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, you can imagine if it were a Republican,
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 sort of making for an interesting, you know, drama.
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 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 Tallarico, I don't really see him as a blue dog. Like he,
yes, he's a pastor. It's more the aesthetics. We used to talk about that a lot.
But like his vibe is very like, he is the most generic Democrat 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 like 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 he is center left and he knows how to run against both parties
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. El-Sayed 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 race. 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 Paltola, 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 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? 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.
are roughly R plus 11
or R plus 12 states, meaning in a neutral year, you'd expect them to vote for Trump by
11 points, 10 points, call it, right? The national environment is around a D plus six,
D plus seven. 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 candidate
quality advantage? In Alaska, you might bet 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,
you know, that you might have more confidence about. In Texas, I do think, I mean,
Tallarico's fundraising is quite astonishing. I do think it's more about Ken Paxton being a
weak candidate than Tallarico. Tabloid fodder. Yeah. And in Michigan, I mean, that's the thing.
So in Michigan, it should be D plus seven, D plus eight. So if you have like 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 cushion or Democrats have a bigger cushion in Michigan
than Republicans do.
In like Alaska, because the environment is so blue. And by the way, I think there, look,
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 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. It's. It's. It's. 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 how 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. Wait, Claire, what are your. He's obsessed with sex. It's like, I don't think that's necessarily. But it's, but it's, I think it's, it's the, you know, with Mom Donnie, I think we're watching
the Mom Donnie, like what else, like what you have to do, no matter who you are, like,
you know, El Sayed is a particular. Clearly 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 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. 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 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. Hold on, do you want my hot take?
Please.
I do think that this is going to get clipped and get me in trouble.
Oh, no.
People in the national media. Let me show my hairs. Okay. Okay, go on.
Okay. 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 attach
to it.
Wait, that's like so empirically true. That's not a hot take.
Okay. But I don't think people realize that, right? And so, like, you know, I'm from, 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
what, 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
its 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, that vote, right,
the Arab American vote that, that turned against Harris and the, 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 cycles.
So, like, strategically turning out the Dearborn vote, how much does that make sense? Or how
much is that a winnable strategy?
I mean, if it's 2% of the Michigan population, I just don't think there's enough of the voter
to make the difference. Like, in a, in a, in a midterm.
But we're talking about, we're talking about margins here. We're talking about, like,
you know, oh, our fundamentals forecast says they should win by three points. Like, you
know, one or two points matters.
Yeah.
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.
Turnout 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 pull 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
privileges weren't good to begin with in 2010 and 2014. But like, that enthusiasm gap really
expanded that coalition.
It did 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, that's where the lack of enthusiasm could, 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 been 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, we're, the Mets were in the World Series in 2014. I'm like,
Obama was president? That feels like ages ago.
Ebola doc. I mean, that's what I, yeah.
On sort of where Israel and Gaza fit in, Nate, you may be right that it has more salience among
maybe a smaller subset of like hyper-engaged people and sort of maybe political elites,
but that can be a vicious or a
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 Abdul. And then that becomes
a challenge for him to rebuild after a primary in which he was deluged with negative ads.
And so, you know, Claire, 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
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 has Abdul done since? He has not changed his political positions. He really just
kind of apologized for a statement that was 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 the primary. And so he's 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 now about a controversy.
Right. It's about a controversy. And there are people for whom his remarks after the primary
maybe were either sort 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 Israel.
So I do think that's, like, a challenge. 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 Assam Piker.
Yeah. Abdul side by side, day after day after day.
Like, I have trouble picturing what Mike Rogers looks like, right?
Honestly, I think I might too. Like, I don't think Mike Rogers knows what Mike Rogers looks like.
It is, he is, he is, he is, but this is his strength, right? Because Mike Rogers. Sure. No, totally. Yeah.
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 balance between donors and Trump and what's happening in Michigan.
Look, one of my hot takes too is that American voters are actually pretty rational in the
aggregate, if not individually.
One of my hot takes is that people are just good.
Clear.
Innately.
Salt of the earth. Salt of the earth, Michigan. That's what I say. I'm always saying that.
No, but like, so you see a lot more cross-partisanship in gubernatorial races,
right? There's a Republican governor of Vermont. There's a Democratic governor in,
- Kentucky.
- Kentucky, for example.
- Kansas.
- Kansas.
don't see that as much. Kansas has 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. Jared Golden is retiring. Murkowski has a system she benefits from in Alaska
where you have a top four system where you can actually rank choice voting. So people are kind
of rational, say, I might be worried about El-Sayed's position on this or that, but he's
going to vote against Trump. And that's what I care about when Trump has a 37% approval rating
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 Etch-a-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 El-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 a lacrosse bro, though. I mean, he comes across as very bro-y
and in the same way that like, you know, in this ad he has where he's on Senate Island,
he's like, has a football and things like that, right? And like, it's kind of like coming across
like a- Or the grandparents ad. 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 primary. And it's not just because, you know,
AIPAC 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 are 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, wait.
Yeah. Flip-flopping should be normalized, but 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?
I've gotten in years long of arguments with internet leftists about, I think the data says
that you're more to the center that helps on average, right? I've just found the whole El-Sayed
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 El-Sayed's up by three or four. And that reflects like consolidation of
the Democratic Party. And there was a lot of- Oh, I totally agree.
But it's a lot of it is just, it is literally private party politics, right? And the fact that,
like, I mean, I said at the top, like, this is the race where the drama is as a member of the media
who formerly covered like campaigns in that way. Like, obviously there's something going on here,
right?
Like, we gravitate towards, like, the New York Times Politics Assignment Desk and the Wall Street
Journal to a lesser extent. Like, that really does drive a lot of the way that race is covered
and the way-
You know, and we lost, scrutiny on El-Sayed increased when the Maine race became less
interesting because Graham Plattner dropped out.
Oh my gosh. 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, hilarious-
Oh, I saw that.
I'm not going to say anything about the fact that the mother of his children is his second cousin.
That was so-
Second cousin, all right?
So fucking funny.
Call her Cicero.
Oh my gosh. So funny. Where was I going with this? Oh yeah, but like, now we're just like,
okay, so now we're doing Michigan and like-
Wait, wait, wait, wait. Hold on, hold on, hold on, hold on, hold on.
Back this truck right the fuck up. This is a fantastic exercise for us to learn,
something about the American voter. Testing sort of a left activist in a battleground state
is a really interesting thing for Americans to find out about whether or not Al-Sayed can win.
And look, it's going to be a blue wave environment. So like, 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. But like, this is not just like, ooh, 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.
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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 Abdul wins, but let's
say Abdul wins 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, but 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 they think, oh, the polls were wrong
in the primary, right? They gave him 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? 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 in Michigan particularly, of primary
polls being way off. Bernie Sanders was down 20 points in the polls in the primaries, and was it
2016? Mm-hmm. It was the biggest,
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
Hong 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 regional. You
don't really have that in a primary, where there's sometimes very high turnout, sometimes very
low. Young voters can now be overrepresented 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, like, 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 being corporate,
money raised, but Democrats are raising a lot more individual contributions
on a race-by-race basis. You know, you can look at the aggregate amount
of turnout in the primaries for Democrats and Republicans. You can look at states where 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-polling
indicators align pretty well. And the models do say, the models do 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, in part because polling is inherently uncertain and he's a, you know, 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, can I put a couple of numbers, lest it sound like I'm fully talking out of my
ass. Like when I'm talking about like above average candidate, below average candidate,
I'm referring to work that friend of the pod, Laksha Jain has done over at Split Ticket looking
at do candidates over or underperform a generic Democrat in any given race? And so you can look
like who's the most underperforming Democrat in America? It's Ilhan Omar. She underperforms the
generic Democrat by about 13 percentage points. Then I think it's Pramila Jayapal and then
Summer Lee or something like that. And then after that, it's Elizabeth Warren. And, you know,
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.
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 at 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
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, are 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 25 point margin of error in races that are often decided by a couple of points?
Why not? 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, Nate, I want to ask you one question because you wrote, you know, we've been talking about
sort of which candidates overperform, 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 get, you get less than you get, you get less than you get.
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
talks about this at the argument, right? Like 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 in 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, look, liberalism is not the same thing as leftism. And in fact, it's liberalism that kind
of was the dominant political philosophy of the late 20th century, pretty much. And 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, 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 redistribute
more or less, but yeah, I wish American media discourse separate out those, those two things,
right. To say, I care a lot about like individual freedom. I care a lot about institutions. 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, center left liberals
have kind of let themselves be defined with the democratic establishment when they shouldn't be,
you know, the notion that like,
Kamala Harris was a centrist, I think is, is ridiculous. You know, she is a, a, the democratic
party, the mainline of the party is a progressive party, maybe not leftist. I mean, kind of
cross-theistic progressive.
You kind of need, I mean, I think what you sort of need is, I mean, Obama, Obama was sort of
classic where you, you need like a service policy, right? Like, so he had, we're going to reform the
democracy, right? Like, you need like a service policy, right? Like, so you need almost like a, the rhetoric and aesthetics of a big tent liberal party, right? Which is positivity, no sort of, you know,
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, on guns, right?
Yeah, like, exactly.
From Vermont and things like that.
Right. So it's basically like, we need positive rhetoric, a big tent, and like two 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 question, John, 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 leftists didn't really want, or like, Democrats and leftists 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% 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 Tallarico on immigration. Guess what? Joe Biden completely fucked up on
immigration. We need a secure border, and we don't think that people should, you know, the position
of the Democratic Party from here on out will be that, you know, one illegal border crossing is
one illegal border crossing too many, and we take this issue seriously. And so, the idea of
like this set, like 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. And I mean, we're going to go back to Barack Obama. He was like to the left of Hillary
Clinton. He was 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 bed. Yeah, I think I
would add, though, it's like, right, like that is a kind of whatever mercenary way to look at the different sets
that have 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, you can make
an ideologically coherent argument
for believing in free markets,
believing in Medicare for all
because you believe in decoupling healthcare
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 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 be sort of a big and grand,
without assuming that the biggest and grandest answer
will be coming from the far left.
There 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.
The moderates were convinced
he was a post-partisan pragmatist
and because of Iraq and things,
the liberals were convinced that he was a true,
I should say more left progressive,
a real progressive.
Kamala Harris is the polar opposite of that.
Progressives think she's a centrist.
Centrists think 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 El-Sayed has a fair amount
of like raw political talent.
And yet.
I do.
Yeah.
Well, it's rhetorical when you say,
I don't want to keep bringing up this.
You're like Susan Collins.
And you don't want to talk about it.
You don't want to talk about Troy Jackson's second cousin.
Who cares who slept with whose second cousin?
Right?
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.
And 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 does.
Rob Sand does something that I see.
He, first of all,
like that great interview with Jonathan Martin
where he's just like,
nope, nope, nope.
Great.
But I,
I,
so I'm talking about education
in an eye,
in a sort of in a,
with a,
in a town hall
or just a small sort of whatever political meetup
of 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 matter,
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,
you don't have to be as worried
about kind of the traditional partisan dynamic
and anything you say
and kind of kind of being dumped on your head
from either the right or the left.
I was there,
like I talked to him a couple of weeks ago
and went to a bunch of the town hall.
Like I kind of did the,
the like the journalist day with Rob Sand
when I was out there for other stuff for 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,
not,
not,
not,
not,
well,
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 onto it.
Like he'll,
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 there's,
there's also like the thing.
Um,
this is the first thing Claire showed me when she got back from the trip.
She's like,
have you seen his old modeling photos from Milan?
I don't think the Milan photos are,
are really being,
are a huge help in,
uh,
in Cedar Rapids,
but,
but no,
but no,
but what is true is that he did go to,
he,
he went to the 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,
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 write big agriculture business in
Iowa.
And he didn't write,
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,
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,
the big communicator via video,
which is incredibly important in this age.
And like Obama,
you know,
like Obama.
And that we haven't had in quite some time.
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Now,
uh,
we do,
I could keep talking to you to the three of you,
but I do want to just close with some very quick,
uh,
uh,
and as I promised quite pedantic questions about modeling,
I'm going to bring the model up on my laptop.
These are,
these are,
these are here.
All right.
I'm going to go.
You can take these.
I'm going to try to get through a few of these.
All right.
Uh,
in your deluxe model,
they,
there are,
let's say three kinds of data,
polling fundamentals and ratings by expert,
presumably the fundamentals,
incumbency,
say economic conditions,
fundraising,
whatever you're incorporating are in some way reflected in the polling.
And then the ratings by experts are also reflective of the polling.
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 polling as the election gets done?
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
I'm so sorry.
I,
I just start doing shots at the table.
You guys,
I'm sorry.
Is this okay?
I really have.
I,
these are things that have annoyed me for a long time.
Okay.
Can I just,
can I do that?
Okay.
I'm sorry.
Answer.
Answer.
Number one,
polling gets more important as you get closer 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,
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?
That,
that kid,
what the fuck does it mean to empirically weigh the value of a grassroots donation?
Come on,
John,
do you know that Nate went to the university of Chicago?
He,
he does.
Oh yeah.
Listen,
I feel like we've been lured here under false pretenses.
This is what this interview is really about.
I want you to know,
Nate,
I almost went to the university of Chicago.
and I spent two days at that place and out of nowhere,
After that experience, which felt like six years, I did not enroll.
But seriously, how do you empirically know?
If you draw a scatterplot, we have lots of data for Congress.
That's one nice thing.
We have data on every congressional race going back to 1990, so thousands of races.
Draw a scatterplot 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 how much money you have to spend in a Senate race.
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 weighting the value of the fundraising in total.
So the weight that you're applying to the in-state fundraising in some way determines
the impact it has on the overall model.
And I'm saying, how do you decide empirically how to weight that information?
Through the magic of multivariate regression analysis.
Yeah.
Yeah.
Because we have a lot of data, you can take a bunch of factors that, you know, in Michigan,
El-Sayed's raised a lot of money, by the way.
That's another factor.
On the other hand, El-Sayed is very progressive.
If you have thousands of races, we can compare those two things.
You can disaggregate and say which factor is more important over the long run.
Just like with kind of the same thing as like the moneyball 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 big data.
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 scatterplot 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,
that's 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, okay,
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 tell you that much.
No.
There were a lot of models in 2016,
like famously like the Princeton Election Consortium 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 microdata that,
and we're actually, we have a lot of data that looks like this.
And then how do you make sure that in your random sampling,
in which inside of those random samplings,
there is 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 for a long time.
Well, Matt, no, I'm not, I'm not, I'm genuinely, it's hard,
but this is what I'm trying to understand.
Like I, like I, sorry, I'm like putting on,
I very rarely get to just sort of like, you know, math out to this degree.
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 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 am I?
Well, first of all, when you make predictions every year,
you get a lot of feedback, right?
You can say, where'd my model fuck up?
And where, you know, and you're, you're being accountable.
We're putting this out there for a low price of.
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 you,
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 last name C if they're a woman kind of thing,
right?
You have to like, look at this is what 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 pejorative way.
I genuinely struggle to understand what qualitatively a model is given that every
election is unique and only run once and that the polling 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 knowables 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, what I think people miss is that unpredictability is predictable,
that people should know.
Wow.
People, 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, right?
Yeah, no, yeah.
In a computer sense.
Did you get that, John?
Yeah.
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 that my, is the model but merely a mirror?
Claire and Galen, I'm so sorry.
I would like to.
No, it's fine.
I mean, he's not telling you something.
He's telling you some things, I'm sure, because it's IP protected.
Oh, that's what, because I would love to, I really am like.
We have these 10,000 word methodology sections.
I want to get, 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.
It's too male.
It's too male.
But it's too male.
It's too male.
Yeah, it's too male.
It reads male, even though I do believe I am an alpha.
It is, it is too male.
I didn't even realize that this was one.
Out 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 Showpole.
No, in fact, it wasn't.
But thank you so much.
I think Showpole would have been a great name for this.
I put my initials by that.
I was like, I can live with that.
But perhaps, Claire, too male.
Too male.
Too 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 really am interested in like the, sometimes I actually think my problem is just really
that I worry that, and this is what I worried about certainly in 2016, was that people,
they're not as responsible with what the model means as what you're responsible.
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 an 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, Nate.
Come join us.
Yeah, come join us.
The pool, the weather, the water is warm.
We have lots more data and hot takes than folks heard today.
That's for sure.
We didn't even get to Kalshi.
I wanted to talk to you about Kalshi.
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.
Don't get 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 like fantasy league where we bet like fake money on Kalshi
on, like, because obviously we don't bet on politics for like a sense of propriety or
whatever.
Because of NCAA rules.
rules, but we could start a fantasy
League where we do bet on
politics. Rejected!
We'll see who wins.
Thank you all so much, and we'll see you soon.
Thank you. Thanks, John.
Thank you to Gail and Nate and Claire for joining.
You can subscribe to Still Counting.
The first new episode is going to be up on
September 9th, and we
at Pod Save America will be back in your feeds
after the holiday, and we'll see you then.
Pod Save America is a Crooked Media
production. Our show is produced by Austin Fisher,
Saul Rubin, McKenna Roberts, and Faris Safaris,
with Reed Gerling, Elijah Cohn, and Adrian Hill.
Our team includes Matt DeGroat, Ben Hefcote, Jordan
Cantor, Charlotte Landis, David Tolles, Mia Kelman,
Ryan Young, and Naomi Single. Our staff is proudly
unionized with the Writers Guild of America East.
Podcast Summary
Key Points:
If Donald Trump were making data-driven decisions to win the midterms, he would end the Iran war, roll back tariffs, and reduce media presence to improve approval ratings.
Economic concerns, not media noise, are the core voter issue, meaning Trump must address inflation and affordability to gain support.
Trump’s current actions—like hosting a midterm convention and launching trade wars—prioritize self-promotion over policy effectiveness and voter needs.
The Michigan Senate race highlights deep internal Democratic divisions, with Abdul El-Sayed seen as a polarizing, left-wing candidate facing backlash from establishment Democrats.
Despite El-Sayed’s strong charisma and policy positions, polling and historical data suggest he may underperform due to primary backlash and voter skepticism of left-wing messaging.
Voter behavior in midterms is shaped by identity, ideology, and trust—Democrats face challenges from both political polarization and voter fatigue.
The Democratic Party’s center-left lacks a unifying vision; effective leadership requires bold, distinctive policies that balance left-wing ideals with mainstream appeal.
Polling errors in primaries are large—often exceeding 20 points—making it difficult to predict outcomes, especially in contested, ideologically charged races.
Summary:
The podcast features a deep discussion on Donald Trump’s potential midterms strategy, emphasizing that if he were acting in the interest of Republican success, he would prioritize ending the Iran war, reducing tariffs, and stepping back from media dominance to improve approval. The hosts argue that his current actions—such as hosting a midterm convention and escalating trade conflicts—are self-serving and politically ineffective. The Michigan Senate race is presented as a microcosm of broader Democratic internal divides, where candidate Abdul El-Sayed’s progressive stances and controversial statements have alienated party moderates despite his charisma and policy depth.
Despite strong early poll numbers, analysts suggest El-Sayed may underperform due to negative ad campaigns, voter skepticism of the left, and a lack of moderate appeal. The conversation also highlights the challenges of candidate quality in red states, where economic concerns and voter fatigue dominate. While polling is inherently uncertain—especially in primaries—there is growing consensus that the Democratic Party lacks a unifying, visionary leader.
The discussion calls for a new kind of center-left leadership that offers bold, coherent policies—like Obama’s blend of progressive ideals and pragmatic governance—rather than incrementalism or ideological positioning. Ultimately, the episode underscores that voter trust is eroded by polarization, and success in the midterms will depend on candidates who can bridge ideological divides while remaining authentic to their core values.
FAQs
Trump would end the war in Iran, reverse remaining tariffs, and reduce inflation concerns by focusing on economic relief. He’d also step back from media spotlight to improve approval, as seen in past trends, and collaborate with Republican allies to address voter dissatisfaction.
His aggressive foreign policy, like the war in Iran, and economic issues such as inflation have created widespread public discontent. These factors are more impactful than his personal visibility, as voters are increasingly concerned about material well-being.
Michigan represents complex internal Democratic Party dynamics, including ideological divisions. The race highlights tensions between progressive candidates like Abdul El-Sayed and more moderate, establishment figures, showing how party unity and messaging shape outcomes.
Stronger candidates with balanced messaging and broad appeal—like James Tallarico—can overcome a blue wave environment, while divisive or ideologically extreme candidates like El-Sayed may underperform despite strong personal qualities.
Primary polls are often inaccurate, with historical errors of up to 20 points. Factors like high youth turnout and partisan bias can skew results, making them less reliable indicators of final outcomes.
Voters automatically perceive candidates of color or progressive views as more left-wing, leading to skepticism. This perception, combined with negative media coverage, can hinder their electoral success in swing states.
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