WEBVTT

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Welcome to the deep dive. We've got quite a stack

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of source material in front of us today. It covers

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a lot of ground, some really controversial domestic

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policies, the surprising chemistry behind global

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supply chains, and even some hyper local politics

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that could decide who controls the U .S. House.

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So our mission, as always, is to cut through

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the noise, pull out the essential knowledge and

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get you quickly up to speed on these high impact

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themes. They might seem separate, but if you

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look closely, well, they're all really about

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one thing. Control. Control, yeah. Control over

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borders, who gets in. Control over resources,

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vital for industry. Exactly. And control over

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information, science even, and ultimately control

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of our political institutions. It's quite a web.

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It is. We're going to give you a kind of crash

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course on why Australia is suddenly so critical

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for, say, your iPhone. We'll look at some frankly

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insidious tactics being used against public health

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science right in state capitals. Things you might

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not even be aware are happening. Right. And why

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a local district attorney race in one specific

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county in suburban Pennsylvania, why that might

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be the absolute clearest early signal for the

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twenty twenty six midterms. OK, let's unpack

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this. Let's start with a big shift in U .S. immigration

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policy, specifically refugees. Now, the previous

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administration, they had a cap, right? One hundred

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and twenty five thousand. Yeah. And prioritize

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folks fleeing really dangerous situations, places

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like the DRC, Afghanistan. actual war zones.

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Well, the proposed new cap, it plummets right

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down to just 7 ,500 people a year. Total. Which

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is a massive reduction. But the really striking

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part is who gets those few slots. It's incredibly

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specific. How specific? 7 ,000 of the 7 ,500

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spots are reserved just for Africaners. So white

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South Africans who speak African. Which are notes

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described as, what was it, 18th century kindergarten

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Dutch? Something like that. Not exactly a global

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language. And the justification given is that

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they're refugees fleeing a black majority country.

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OK, so that's 7 ,000 slots. What about the other

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500? Those are set aside for white English -speaking

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Christians from other countries. But the definition

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of persecution here is stretched pretty thin,

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according to the sources. How so? It apparently

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includes people who just face criticism, or flak,

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as one source put it, for things like supporting

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the neo -Nazi AfD party in Germany. Wow. Or even

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being a Holocaust denier. That's in there too,

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yes. It's a very broad interpretation. So we

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should probably mention the stated goal behind

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this, as described in the material we reviewed.

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Right. The sources explicitly mentioned this

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political concept called MOBWay. MOA, Make America

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White Again. Exactly. The policy framework seems

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designed based on these documents to use the

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refugee system to, well, import white people

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while also increasing deportations of non -white

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immigrants. It's basically flipping the whole

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idea of refugee policy on its head, isn't it?

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Away from immediate danger and towards, well,

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something else. Precisely. And you see this clash

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between the political goal and the administrative

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reality almost immediately. You mean the plane

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ticket incident? Yeah, that's a perfect example.

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So the bureaucracy rushes to implement this,

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books 50 seats on commercial flights from South

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Africa to the US for these newly approved Afrikaner

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refugees. And how many showed up? Three. Just

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three people. Why so few? Because most of them,

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it turned out, weren't ready to just drop everything

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and flee. They wanted to sell their houses, their

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businesses first. Which suggests they weren't

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exactly refugees in the usual sense, as the source

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material puts it. Doesn't sound like it. Refugees

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typically don't have businesses and houses to

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sell before they evacuate a dangerous situation.

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These individuals seem more like planned economic

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migrants. And the ones who have resettled the,

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what, 400 or so, they're facing real challenges.

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Huge challenges. The cost of living is a shock,

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apparently, and finding work. That kindergarten

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Dutch isn't exactly in high demand of the U .S.

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job market. There was that quote from the South

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African farmer, Charles Kleinhouse, that really

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stood out. Oh yeah. His main complaint wasn't

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about safety or opportunity. It was about the

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lack of servants. He actually said, there's no

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kitchen lady. You do the work yourself. Incredible,

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isn't it? He called the move to America kind

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of a step backwards. Because back home, he had

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this lifestyle supported by cheap... domestic

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black labor, which obviously isn't the setup

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in the U .S. Right. It really makes you question

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the whole humanitarian aid framing of the program.

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Seems more like facilitating a very specific

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kind of emigration for a particular group. OK.

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So that's policy driven by identity politics.

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But national security also apparently hinges

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on chemistry. Let's talk about rare earths. Why

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is this suddenly such a big deal? Because CEOs

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are basically panicking. Yeah. You've got. leaders

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of major companies telling the government that

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if China cuts off the supply of these rare earth

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elements, their businesses could literally collapse.

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So it's a serious economic, even national security

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vulnerability. Absolutely. Rooted right there

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in the periodic table. OK, give us the quick

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chem 101. What exactly are rare earths? Are they

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rare? Are they earths? No, neither rare nor earths,

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really. It's a historical naming quirk. Think

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of that block of elements usually shown separately

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at the bottom of the periodic table. The lanthanides

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and actinides? Mostly the lanthanides, that turquoise

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row. They actually slot into a gap way up between

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element 57 lanthanum and 72 hafnium. The key

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thing is chemically they are incredibly similar

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to each other. Like sticky cousins, you said.

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Exactly. They have very similar electron shell

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structures, which makes separating them from

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each other extremely difficult and expensive.

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They just, you know, cling together in the ore.

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But why bother separating them if it's so hard?

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What makes them special? They have these really

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unique properties. Some are highly magnetic,

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but crucially, they stay magnetic even at very

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high temperatures. Which is important for? High

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-performance motors. Think electric cars, wind

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turbines, even jet engines. They also have weird

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luminescent qualities which makes them vital

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for things like smartphone screens TVs and other

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electronic displays Oh and semiconductors, too

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So basically the entire modern high -tech economy

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relies on them pretty much and for decades China

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invested heavily in the messy polluting process

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of refining them building up a near monopoly

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That gives them huge leverage right and this

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is where Australia comes in. I read that Prime

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Minister Albanese had to basically explain the

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situation in DC. Yeah, he reportedly had to make

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two key points. One, these elements aren't actually

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rare globally. And two, Australia has massive

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deposits of them and is very willing to mine

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and sell them to the US and its allies. So what's

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the catch? If Australia has them, why haven't

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we been buying them all along? The catch isn't

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finding them, it's refining them. Remember those

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sticky cousins separating them is hugely capital

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intensive energy guzzling and it produces a lot

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of nasty often radioactive waste ah So China

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was willing to do the dirty work. It's a long

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time. Yes now the u .s. Realizes the strategic

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risk so albanese managed to secure billions in

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u .s. Investment commitments to help build the

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necessary mines and crucially the refineries

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in Australia Which is a smart long -term play

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I guess diversify the supply chain away from

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China definitely smart, but it's long term Building

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these complex facilities takes years. It does

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absolutely nothing to solve the immediate panic

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those CEOs are feeling now. So not a quick fix.

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Not at all. It directly ties national security

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policy to massive infrastructure spending and

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international partnerships. And just to show

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how political it gets. There's apparently some...

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speculation, maybe half joking, maybe not, that

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whichever U .S. company first suggests making

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commemorative Trumpy coins out of, say, Turbium.

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Turbium, one of the rare earths. Yep. Or maybe

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even lobbies to rename Turbium Trumpium. Well,

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that company might find itself first in line

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for a lucrative government contract. Wow. OK.

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That's how high the stakes are. It really connects

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the dots between, you know, global trade. chemistry,

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and raw politics. OK, fascinating stuff. Let's

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bring it back home now and talk about another

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kind of control, the control of information specifically

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around science and public health. There's this

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really concerning trend identified in a recent

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study. Yeah, it's pretty alarming. Over 400 bills

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currently pending in state legislatures across

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the country that are basically attempting to

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repeal or undermine established science. The

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study called it insidious. And it's targeting

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areas that seem fundamental to public health,

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right? Like food safety. Absolutely. One big

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push is for raw, unpasteurized milk. You see

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these coordinated campaigns claiming, with no

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real evidence, that it treats things like asthma

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or allergies or eczema. But pasteurization has

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been standard practice for, what, a century?

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For safety reasons? Exactly. It kills harmful

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bacteria like E. coli, salmonella, listeria,

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but raw milk. it can sell for 10 times the price

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of pasteurized milk. Ah, so there's a huge profit

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motive. Massive profit motive combined with a

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lot of misinformation and some of the legislative

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proposals are just out there. like an Oklahoma

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bill, HB 1191, specifically authorizing the sale

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of raw donkey milk. Raw donkey milk, okay. Gets

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pretty specific. Another major target is water

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fluoridation. Which has had a huge impact on

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dental health, right? Absolutely huge. Just compare

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the teeth, as someone say, in their 70s who grew

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up before widespread fluoridation with a teenager

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today. The reduction in cavities is dramatic.

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It's one of the most successful, cost -effective

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public health measures ever. And yet, states

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are banning it. Florida and Utah have already

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passed bans, and bills are popping up elsewhere.

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It's chipping away at decades of progress. But

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the main focus of this legislative push seems

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to be vaccinations. Overwhelmingly. More than

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350 different bills are aimed squarely at vaccines.

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They're trying everything. Like what? Revoking

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mandatory vaccinations for school entry, banning

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employers or schools from asking about vaccination

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status, basically preventing any kind of discrimination

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against the unvaccinated. Some bills even try

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to create a new criminal offense called vaccine

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harm. Vaccine harm. Potentially targeting doctors

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or public health officials. And some proposals

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would require blood banks to test donations for

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evidence of vaccination, treating vaccines like

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contaminants. And we saw some really extreme

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language in those Minnesota bills. Oh, right.

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Multiple bills there literally designate vaccines

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as weapons of mass destruction, WMDs. Is this

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just, you know, a few? cranky parents getting

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organized, or is it something bigger? The sources

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are very clear on this. It's not just a grassroots

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thing. This is a well -organized, extremely well

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-funded movement. Yes. Many of the model bills,

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the language being used, it's being pushed and

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promoted by groups closely associated with Secretary

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Robert Kennedy Jr. and his anti -vaccine platform.

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It's a coordinated political strategy. Which

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creates this really difficult ethical situation,

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doesn't it? We saw some commentary on this. Yeah,

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different perspectives. Some political analysts,

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like JVL and the source material, argue, maybe

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cynically, that if states do eliminate mandatory

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vaccines, the resulting outbreaks, measles, polio,

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whatever, might be the only thing that actually

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educates the public and reverses the trend. A

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harsh lesson. But the counter -argument from

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someone like Sarah Longwell also cited is immediate

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and visceral. Right. That innocent children shouldn't

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have to suffer or potentially die from preventable

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diseases just to prove a point to adults who

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reject science. It's a horrible trade -off to

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even contemplate. But the political tactics are

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working because they tap into emotion. And maybe

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profit motives, like with raw milk, regardless

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of the public health consequences. Seems to be

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the strategy, yes. Attack the foundations of

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public health, state by state. OK, let's shift

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gears again. From controlling science to controlling

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political institutions themselves. We can start

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with a quick look at political dynasties, then

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really drill down into the Key House battlegrounds.

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Dynasties are always interesting. Look at the

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Sununas in New Hampshire. Right. The father was

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a three -term governor. Now you've got two sons,

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Chris and John Jr., both MIT grads deep in politics.

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And John Jr. is running for that open Senate

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seat. His opponent is Scott Brown. the former

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Massachusetts senator who moved to New Hampshire

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and is now running as a strong Trump ally. And

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Brown's main attack line against Sununu. Calls

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him a never Trump corporate lobbyist, trying

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to paint him as out of touch with the current

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Republican base. Classic. primary tactic. Meanwhile,

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out West, everyone's assuming Nancy Pelosi is

00:12:34.100 --> 00:12:36.600
retiring after this term. She'll be 85. Yeah.

00:12:36.600 --> 00:12:38.320
The reporting suggests she saw what happened

00:12:38.320 --> 00:12:40.620
with her friend, Dianne Feinstein, and doesn't

00:12:40.620 --> 00:12:43.320
want a similar end to her career. Plus, Pelosi

00:12:43.320 --> 00:12:45.899
herself comes from a political dynasty. Her father

00:12:45.899 --> 00:12:48.080
and brother were mayors of Baltimore, right?

00:12:48.279 --> 00:12:50.960
That's right. So her retirement opens up her

00:12:50.960 --> 00:12:54.320
incredibly safe Democratic seat, CA 11. It's

00:12:54.320 --> 00:12:57.100
like D plus 36 or something. Which means the

00:12:57.100 --> 00:12:59.759
real election is the Democratic primary. Exactly.

00:13:00.120 --> 00:13:01.899
And it's gonna be brutal. You already have prominent

00:13:01.899 --> 00:13:03.980
figures like State Senator Scott Weiner gearing

00:13:03.980 --> 00:13:06.340
up. It'll be a major fight among progressives

00:13:06.340 --> 00:13:08.889
for a very powerful seat. But for control of

00:13:08.889 --> 00:13:12.649
the entire House in 2026, the real action seems

00:13:12.649 --> 00:13:15.070
to be zeroing in on Pennsylvania. Pennsylvania

00:13:15.070 --> 00:13:18.509
is absolutely critical. Specifically, three Republican

00:13:18.509 --> 00:13:22.509
-held seats, PA -08, PA -10, and PA -07. Why

00:13:22.509 --> 00:13:24.750
those three? Because the Republican incumbents

00:13:24.750 --> 00:13:28.389
there arguably only won in 2024 because Donald

00:13:28.389 --> 00:13:30.509
Trump was at the top of the ticket. boosting

00:13:30.509 --> 00:13:33.210
turnout. His coattails were just enough. So without

00:13:33.210 --> 00:13:35.909
Trump on the ballot in the 2026 midterms, they

00:13:35.909 --> 00:13:38.649
look very vulnerable. Extremely vulnerable. And

00:13:38.649 --> 00:13:41.730
Democrats know it. Look at PAO8, Rob Bresnahan's

00:13:41.730 --> 00:13:43.610
seat. What's the angle there? Potential corruption.

00:13:43.970 --> 00:13:46.450
He apparently reported something like 600 individual

00:13:46.450 --> 00:13:48.929
stock trades just this year, raising insider

00:13:48.929 --> 00:13:51.470
trading questions. The Democrat, Scranton Mayor

00:13:51.470 --> 00:13:53.750
Paige Cognetti, is running hard on that. Her

00:13:53.750 --> 00:13:57.149
slogan is, page against the machine. Right. capping

00:13:57.149 --> 00:13:59.549
into that anti -establishment feel. Exactly.

00:13:59.970 --> 00:14:02.309
Then you have PA07, Ryan McKenzie's seat. That's

00:14:02.309 --> 00:14:04.590
being called a true toss -up. And there's a crowded

00:14:04.590 --> 00:14:07.169
Democratic primary there, too. Five candidates

00:14:07.169 --> 00:14:09.789
already filed. And they're getting support from

00:14:09.789 --> 00:14:11.629
all different corners of the party nationally.

00:14:12.169 --> 00:14:14.549
You've got unions backing Bob Brooks, while the

00:14:14.549 --> 00:14:16.570
Congressional Hispanic Caucus and EMILY's List

00:14:16.570 --> 00:14:20.000
are behind Carol O 'Bando Durstine. shows how

00:14:20.000 --> 00:14:22.019
much national focus is on flipping that seat.

00:14:22.179 --> 00:14:24.659
But the one district that analysts seem to be

00:14:24.659 --> 00:14:27.360
watching most closely, almost as a national barometer,

00:14:27.720 --> 00:14:30.980
is PA01, Brian Fitzpatrick's seat in Bucks County.

00:14:31.179 --> 00:14:33.860
That's the one. Fitzpatrick is a moderate Republican,

00:14:34.240 --> 00:14:36.879
often seen as an endangered species. The likely

00:14:36.879 --> 00:14:39.720
Democratic challenger in 2026 is Bob Harvey,

00:14:40.019 --> 00:14:41.620
who's currently the chair of the Bucks County

00:14:41.620 --> 00:14:44.620
Commission. So a local heavyweight battle. Why

00:14:44.620 --> 00:14:46.960
is Bucks County so important nationally? Because

00:14:46.960 --> 00:14:49.399
of the demographics. Bucks County makes up about

00:14:49.399 --> 00:14:51.879
90 % of that district. And politically, it is

00:14:51.879 --> 00:14:55.159
perfectly balanced. You've got about 202 ,000

00:14:55.159 --> 00:14:59.100
registered Republicans, 192 ,000 Democrats. Pretty

00:14:59.100 --> 00:15:02.720
close. Very close. But the key group is the 85

00:15:02.720 --> 00:15:05.659
,000 registered independents. They decide elections

00:15:05.659 --> 00:15:08.700
there. And Bucks County is seen as representing

00:15:08.700 --> 00:15:12.139
what? Suburban America. It's considered the microcosm

00:15:12.139 --> 00:15:14.960
of suburban America right now, especially those

00:15:14.960 --> 00:15:17.639
swingy, educated suburbs that shift between parties.

00:15:17.870 --> 00:15:20.870
How Bucks County votes often predicts national

00:15:20.870 --> 00:15:24.590
trends. OK, so why are we talking about the 2026

00:15:24.590 --> 00:15:27.450
race now? What's the immediate signal? The signal

00:15:27.450 --> 00:15:30.629
comes next year in the 2025 municipal elections,

00:15:31.129 --> 00:15:32.789
specifically the races for district attorney

00:15:32.789 --> 00:15:34.690
and sheriff in Bucks County. Those are normally

00:15:34.690 --> 00:15:37.450
low key local races, right? Usually, yes. But

00:15:37.450 --> 00:15:39.600
because Bucks County is this bellwether, and

00:15:39.600 --> 00:15:41.480
these are countywide positions often held by

00:15:41.480 --> 00:15:43.879
Republicans, they become incredibly important

00:15:43.879 --> 00:15:46.519
indicators. How so? If the Democrats manage to

00:15:46.519 --> 00:15:49.000
win either the D .A. or sheriff race in Bucks

00:15:49.000 --> 00:15:52.440
County in an off -year election like 2025, that

00:15:52.440 --> 00:15:55.159
would be huge. it would signal a real measurable

00:15:55.159 --> 00:15:57.659
shift to the left among those crucial suburban

00:15:57.659 --> 00:16:00.679
independent voters. So those local 2025 results,

00:16:00.679 --> 00:16:03.019
they give us the earliest, clearest read on where

00:16:03.019 --> 00:16:05.620
the suburbs might be heading for the 2026 congressional

00:16:05.620 --> 00:16:08.080
elections. Exactly. Forget the national polls

00:16:08.080 --> 00:16:10.779
for a minute. Watch the Bucks County DA race

00:16:10.779 --> 00:16:15.159
in 2025. That result will likely set the entire

00:16:15.159 --> 00:16:17.220
media narrative for the battle for the House

00:16:17.220 --> 00:16:21.049
in 2026. It's the canary in the coal mine. So

00:16:21.049 --> 00:16:24.169
what does this all mean? Well, it means the challenges

00:16:24.169 --> 00:16:26.190
are coming from all directions, don't they? We're

00:16:26.190 --> 00:16:28.610
dealing with global trade fights that boil down

00:16:28.610 --> 00:16:31.590
to like high school chemistry. Right, the rare

00:16:31.590 --> 00:16:34.289
earths. We're seeing these really organized attacks

00:16:34.289 --> 00:16:36.850
on basic science, things we thought were settled

00:16:36.850 --> 00:16:39.629
happening at the state level. Raw milk, the anti

00:16:39.629 --> 00:16:42.190
-vax bills. And the actual control of Congress,

00:16:42.450 --> 00:16:45.070
the future of national policy might hinge on

00:16:45.070 --> 00:16:47.669
who wins a local sheriff's race in one suburban

00:16:47.669 --> 00:16:50.570
county next year. It shows how interconnected

00:16:50.570 --> 00:16:52.990
everything is. Global supply chains, public health,

00:16:53.250 --> 00:16:56.250
local politics, national power. It's all a struggle

00:16:56.250 --> 00:16:59.409
for control. It really is. OK, for a final provocative

00:16:59.409 --> 00:17:01.509
thought today, let's step outside the U .S. for

00:17:01.509 --> 00:17:04.069
a moment and look at how other established democracies

00:17:04.069 --> 00:17:06.190
handle potential wrongdoing by their leaders.

00:17:06.750 --> 00:17:09.150
It provides some interesting context. Take France.

00:17:09.890 --> 00:17:12.029
Former President Nicolas Svarkozy was recently

00:17:12.029 --> 00:17:14.609
convicted of criminal conspiracy. He's actually

00:17:14.609 --> 00:17:16.710
started serving his prison sentence. And he's

00:17:16.710 --> 00:17:19.089
not the first, is he? Not even close. He's the

00:17:19.089 --> 00:17:21.009
sixth French leader to be imprisoned just since

00:17:21.009 --> 00:17:24.089
2011. Jacques Chabac, another former president,

00:17:24.430 --> 00:17:27.029
was convicted back then too. Sixth leader imprisoned

00:17:27.029 --> 00:17:30.309
in relatively recent history. That seems significant.

00:17:30.470 --> 00:17:33.609
And it's not just France. Convicting and actually

00:17:33.609 --> 00:17:35.950
jailing former heads of state or government for

00:17:35.950 --> 00:17:38.410
crimes committed in office, it's actually pretty

00:17:38.410 --> 00:17:41.170
common in dozens of countries with what most

00:17:41.170 --> 00:17:44.109
would consider mature functioning legal systems.

00:17:44.230 --> 00:17:46.769
Like where? Oh, places like Austria, Germany,

00:17:46.930 --> 00:17:51.170
Argentina, South Korea, Israel, Italy. The list

00:17:51.170 --> 00:17:53.609
goes on. If the evidence is there and the legal

00:17:53.609 --> 00:17:56.390
system works, former leaders face prosecution.

00:17:56.809 --> 00:17:59.970
So Sarkozy is in jail now. Yep. Apparently in

00:17:59.970 --> 00:18:02.569
the VIP section of La Sante prison in Paris,

00:18:03.130 --> 00:18:04.869
reports say he's only allowed three books at

00:18:04.869 --> 00:18:07.349
a time. Any idea what he's reading? One of them,

00:18:07.549 --> 00:18:09.690
rather fittingly perhaps, is The Count of Monte

00:18:09.690 --> 00:18:12.789
Cristo. So it just raises this question for you,

00:18:12.829 --> 00:18:16.410
the listener, to think about. What does it signify

00:18:16.410 --> 00:18:19.650
when this global standard exists, this expectation

00:18:19.650 --> 00:18:22.789
in many democracies that no one, not even a former

00:18:22.789 --> 00:18:25.230
president or prime minister, is truly above the

00:18:25.230 --> 00:18:27.509
law? What does the consistent application of

00:18:27.509 --> 00:18:29.769
the rule of law, even to the very top, tell us

00:18:29.769 --> 00:18:32.130
about the health or the maturity of a country's

00:18:32.130 --> 00:18:34.190
legal and political system? Exactly. Something

00:18:34.190 --> 00:18:34.750
to mull over.
