WEBVTT

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Welcome to the deep dive. You've handed us a

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stack of sources. And wow, they tell two really

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interconnected but almost contradictory stories

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of an American politics right now. They really

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do. On one hand, you've got these election results

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suggesting this huge surge of momentum for one

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side. They have the blue team. Yeah. But then

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on the other hand, we have the federal government

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just ground to a complete halt, frozen. Exactly.

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So our mission today, it's kind of split. First,

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we need to understand that sheer, poll -defying

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strength we saw from Democrats in those off -year

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elections. Think New Jersey, Virginia, those

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big city races. OK. And second, we have to synthesize

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what people are saying, the impacts, the theories,

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the predictions about this government shutdown,

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which, well, it just smashed the record. Right.

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So the big question we're framing this whole

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deep dive around is pretty simple. Did that undeniable

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momentum we saw in the states, did it actually

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travel 3 ,000 miles to Washington to break the

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stalemate? or not. That's the core puzzle. Let's

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start with those governor races because the margins

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were just surprising. We have to, yeah. Because

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the story isn't just the Democrats won, it's

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how much the polls seem to have missed it. Completely

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missed it in some cases. New Jersey is probably

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the prime example, wouldn't you say? I think

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so, right? Mikey Sherrill won the governorship

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pretty decisively over Jaxie Atarelli. the Republican.

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But the final margin, 56 .2 percent to 43 .2

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percent. That's a full 13 points. A 13 point

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win. And that margin, that's the proof of a,

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well, a dramatic polling failure. The aggregators,

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they had Cheryl's lead somewhere between what?

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Three and five points? Yeah, roughly three to

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maybe six points max in most forecasts. And the

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analysts in your sources, they pretty much agree.

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Almost no single poll even got close to double

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digits for her lead. So here's the really crucial

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insight, I think. The plausible explanation isn't

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just, oh, people lied to pollsters. It's more

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that the pollsters fundamentally got the electorate

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wrong. They modeled it incorrectly. Exactly.

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They just whiffed completely on who was actually

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going to show up. probably underestimated Democratic

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turnout, especially for an off year, and maybe

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overestimated how engaged the Republican base

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was going to be. And we saw a similar dynamic

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play out in Virginia, didn't we? Although the

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polling miss there was maybe slightly less. Profound.

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Abigail Spanberger won there by 15 .2 points.

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So 57 .5 % to 42 .3%. Still a huge margin. Still

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huge. And the average missed by pollsters was

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about 5 .5 points. Still definitely outside the

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margin of error. But it just confirms that trend.

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A major undercount of Democratic support. But

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hang on. Why do people always say Virginia is

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more predictive of the national mood than New

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Jersey? Is it just because it's closer to DC?

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Or is there some other reason? Well, proximity

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probably helps a bit, sure. But there's a critical

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structural reason. Virginia's state constitution,

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it actually prohibits governors from serving

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consecutive terms. Oh, right. So every election

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is an open seat. Exactly. Every single time,

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it's an open contest. It's not clouded by any

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effects of incumbency. So that makes it a much

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cleaner snapshot of the political environment

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at that moment. OK, that makes sense. And if

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you connect that to the historical analysis and

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the sources you gave us, the pattern seems to

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hold up. When Democrats win these governor races

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by five points or more, which they absolutely

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did in both states in 2025, they have historically

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tended to do pretty well in the House elections

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the following year. That feels like a powerful

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indicator, then. OK, let's broaden out from just

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the governor's race in Virginia, because the

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wins there had immediate structural consequences

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for map drawing and power. Oh, absolutely. The

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victory wasn't just Spanberger at the top. You

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had Ghazala Hashmi, the lieutenant governor -elect,

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winning by over 11 points. Big historical firsts

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there, too. Yeah, first person of Asian descent,

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first Muslim to hold statewide office in Virginia.

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That's significant. Definitely. And the attorney

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general -elect Jay Jones also won comfortably.

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But the really, really consequential win, you're

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saying, came in the legislature. That's where

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the ground really shifted. Democrats flipped

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13 seats in the House of Delegates. That gave

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them, at minimum, a 64 - which means they established

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a full party. Trifecta, is that the term? Trifecta,

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exactly. And we should probably clarify that

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for the listener. A trifecta just means one party

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controls the governorship, the state senate,

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and the state house. It's total control, basically.

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Well, full power. And in Virginia, the implications

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are especially high because of that unique constitutional

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setup we mentioned. The governor cannot veto

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map changes passed by the legislature. Wow. OK,

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so legislative control alone is enough. It's

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enough to draw new district lines as long as

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those changes get approved by two consecutive

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legislative sessions. OK, so by winning this

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trifecta now, Democrats have cleared the first

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hurdle. They've got requirement one done. They'll

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complete the second half when the new session

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starts in January. And that gives them the runway

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to push through some pretty ambitious gerrymandering

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goals. And the sources say the specific goal

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is... Setting up the party to win three more

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U .S. House seats than they currently hold. That's

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the target. The stakes are huge, then. What about

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New Jersey? They kept their trifecta too, right?

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They did. Democrats maintained their trifecta

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there. But the source material suggests that

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trying to gerrymander before 2028 faces a much

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steeper path legally. It's time consuming. So

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Virginia is really the immediate prize. Got it.

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And we shouldn't just skip over the city results

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either. No, definitely not. That city sweep was

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pretty remarkable. Yeah, the sources list these

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enormous, almost unbelievable margins for Democrats

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or, you know, nonpartisans who lean blue. Like

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78 .9 points in Atlanta, 75 points in Pittsburgh.

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It's wild. And what's fascinating there, the

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sort of synthetic takeaway, is that these huge

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margins show that really intensely organized

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local progressive efforts can get results that

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you rarely see in national politics. So these

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aren't just local races disconnected from everything

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else. Not at all. They're almost like a proof

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of concept for that hyper local grassroots organizing.

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And it serves as a pretty clear warning shot

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to maybe moderates across the country that the

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progressive base is fired up. OK, shifting focus

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now. New York City, the left made a big statement

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there too, right? Zurn Mom Donnie won the mayoral

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race. Won it comfortably, yeah. Took about 50

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.4 % against a field that... Notably included,

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Andrew Cuomo trying to come back. And the prediction

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is he instantly becomes this major progressive

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standard bearer alongside people like AOC. That's

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the expectation. But it raises this really interesting

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national diagetic. The sources predict Mom Downey

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will immediately become a symbol for the right.

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A target, you mean? Exactly. Targeted in campaigns

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all over the country, whether his actual policies

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affect anyone outside New York or not. It's that

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strategy of sort of, reponizing high profile

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figures to motivate the opposition everywhere

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else. Interesting. OK, but to see the real power

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of the, let's call it the anti -Trump vote. You

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have to look west, right? California, proposition

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50. Yeah, 3 ,000 miles west. Prop 50 passed in

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a landslide, 63 .8 % to 36 .2%. Huge win. And

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Prop 50, that's the one designed to let California

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gerrymander its districts. potentially pick up

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more Democratic seats in Congress. That's the

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mechanism. Yes. But the motivation behind the

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vote, that's the key insight here. They did exit

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polling of people who voted yes on 50. What do

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they find? Seventy five percent said they voted

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yes specifically to oppose Donald Trump and 70

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percent said they voted yes to oppose national

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Republicans. Wow. So it wasn't really about the

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specifics of the proposition itself for most

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voters. It seems not. I mean, the takeaway is

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pretty clear. This overwhelming win is seen as

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proof of concept for figures like Governor Newsom.

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who backed it, and definitely a significant poke

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in the eye for Donald Trump. It was a win fueled

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almost entirely by that anti -Trump feeling.

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That's powerful stuff. And when we look at the

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other ballot propositions you highlighted, we

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see these really clear ideological splits happening

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at the same time, right? Absolutely. You look

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at Maine, for instance. They voted not to make

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voting harder, passed 63 .9 % to 36 .1%, and

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they passed a measure giving judges power to

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take guns away from dangerous individuals. pretty

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liberal outcome. OK. But then contrast that with

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Texas. Totally different story. Texas propositions

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made it harder to grant bail and gave carrots

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significantly more power over like curriculum

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decisions and child upbringing stuff. Yeah. Very

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conservative priorities winning out at the state

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level there. And Colorado. Colorado voted to

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keep free school lunches and they decided to

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fund it by raising taxes on incomes over three

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hundred thousand dollars. So again you see the

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electorate is highly mobilized but achieving

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results kind of all across the ideological spectrum,

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depending on the state. So the elections show

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this undeniable momentum, clearly. But the question

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remains, can that momentum travel 3000 miles

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to D .C. and break this historic deadlock? That

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really is the central issue, isn't it? Because

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by the time you, the listener, are hearing this

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deep dive, the government shutdown will have

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officially broken the record. We're sitting at

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36 days and counting. It's a deeply concerning

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benchmark. And the sources point out Donald Trump

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has now been president during both of the two

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longest shutdowns in American history. That's

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a fact. And here's where those two narratives,

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the blue momentum and the D .C. deadlock, really

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collide. That strong election performance, it's

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likely to stiffen the resolve of Democrats in

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Congress who might have been wavering. Makes

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sense. Give them more spine, maybe. While at

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the same time, those losses in NJ and VA, they

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have to make at least some Republicans nervous

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about the political cost of this whole crisis

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dragging on. So what's the actual fight about

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at its core? The sources mention rescissions

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and Obamacare subsidies. Right. The core fight

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centers on those two things. And maybe we should

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clarify rescissions for the listener. It's basically

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when the executive branch tries to cancel spending

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that Congress already approved. OK. clawing back

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money. Exactly. And critics see this as giving

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the president and the Office of Management and

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Budget way too much power, essentially shifting

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budget control away from Congress. And then there

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are the expiring Obamacare subsidies, which is

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a huge issue for millions of people. Right. So

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we looked at that readership survey you did a

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few weeks back, and the collective wisdom was

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pretty strong, wasn't it? It really was. 86 .2

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% of readers correctly guessed the shutdown would

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break the record. They seemed to know how Congress

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works or maybe fails to work. Ah, yeah. Pessimism

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or realism? A bit of both, perhaps. The average

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prediction for when it would end was 43 days,

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so readers expected it to drag on until about

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December 1st. But the theories on what would

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actually break the stalemate, those were really

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different, right? Oh yeah, starkly different

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camps. The arguments for it ending soon were

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mostly rooted in political pain and self -preservation.

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Like what specifically? Readers thought Republicans

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might just cave after those election losses.

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Or maybe once the public really started feeling

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the pain directly through specific high profile

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things. Like messing with Thanksgiving travel,

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that was a big one people mentioned. Or disrupting

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Black Friday sales. Or just the direct financial

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hit when those Obamacare premium increases suddenly

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land in people's bank accounts. Things people

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notice immediately. OK, so pressure points. What

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about the theories for it last? a long time.

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Those arguments were much more focused on, like,

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institutional strategy and maybe stubbornness.

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Some argued that the rescissions issue itself

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is absolutely central to the plan from OMB Director

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Russell Vaught. The idea being Trump uses that

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to avoid looking like he lost. Exactly. To negate

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any perception that the Democrats won whatever

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compromise eventually happens. And what else?

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Any other breaking points mentioned? Yeah, a

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really potent one predicted was the moment troops

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stopped getting paid. That would create massive

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coordinated pressure from military families calling

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their representatives. That could be huge. You'd

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think so. And then there was a darker prediction

00:11:51.019 --> 00:11:53.919
from some readers basically saying it won't end

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until Trump is actually out of office. That he

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seems to prefer governing by executive order

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and threats rather than through actual cooperation

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with Congress. Grim. And we have to bring this

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back down to the political theory. to the human

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cost, right? Because people are dealing with

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this right now. We absolutely must. The sources

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you provided include reports from readers highlighting

00:12:15.139 --> 00:12:17.840
those costs. Clear signs, they say, of the economy

00:12:17.840 --> 00:12:19.700
potentially tipping towards recession because

00:12:19.700 --> 00:12:21.860
of this uncertainty. And specific stories, too.

00:12:22.000 --> 00:12:23.980
Yeah. One person shared a story about someone

00:12:23.980 --> 00:12:26.659
they know waiting for a federal pension to process.

00:12:26.879 --> 00:12:29.120
Just waiting. Yeah. And because the government

00:12:29.120 --> 00:12:31.519
process is totally frozen, that person is now

00:12:31.519 --> 00:12:34.460
homeless. God, that's awful. This is way more

00:12:34.460 --> 00:12:36.759
than just political theater. It absolutely is.

00:12:36.960 --> 00:12:39.799
We saw accounts of federal employees already

00:12:39.799 --> 00:12:41.759
looking for new jobs because they can't take

00:12:41.759 --> 00:12:45.120
the instability. Core IT systems are failing.

00:12:45.320 --> 00:12:48.039
Failing how? Things like mistaken terminations

00:12:48.039 --> 00:12:50.740
happening because the system glitched, or essential

00:12:50.740 --> 00:12:53.059
workers losing all their records training records,

00:12:53.580 --> 00:12:55.759
sick leave because the IT people who could fix

00:12:55.759 --> 00:12:59.019
the databases are furloughed. It's just... institutional

00:12:59.019 --> 00:13:01.799
decay happening in real time. Wow. And what's

00:13:01.799 --> 00:13:04.120
really fascinating here is the consensus that

00:13:04.120 --> 00:13:06.759
seemed to emerge among the readers you surveyed,

00:13:06.799 --> 00:13:09.100
a feeling that the underlying system is flawed,

00:13:09.360 --> 00:13:11.299
no matter who's in charge at the moment. Meaning

00:13:11.299 --> 00:13:13.940
the budget process itself. Yeah, strong criticism

00:13:13.940 --> 00:13:16.039
of the fundamental way we do budgets, where they

00:13:16.039 --> 00:13:18.860
just sort of expire instead of, say, continuing

00:13:18.860 --> 00:13:22.019
monthly by default unless Congress actively changes

00:13:22.019 --> 00:13:24.860
something. That structure is what enables the

00:13:24.860 --> 00:13:26.580
shutdowns as a political weapon in the first

00:13:26.580 --> 00:13:29.360
place, isn't it? Yeah. It absolutely is. And

00:13:29.360 --> 00:13:31.580
there were these deep concerns that the tools

00:13:31.580 --> 00:13:34.980
being used now, shutdowns, the filibuster, they're

00:13:34.980 --> 00:13:38.159
actively eroding public trust in Congress itself.

00:13:38.620 --> 00:13:40.879
The very body that's supposed to be the most

00:13:40.879 --> 00:13:43.200
democratic, the most responsive to the people.

00:13:43.299 --> 00:13:45.399
That erosion of trust feels really dangerous

00:13:45.399 --> 00:13:48.379
long term. It does. And one reader who lives

00:13:48.379 --> 00:13:51.879
in Germany offered this incredibly thought -provoking

00:13:51.879 --> 00:13:54.960
historical warning. It really drives home how

00:13:54.960 --> 00:13:56.919
severe legislative deadlock can become. What

00:13:56.919 --> 00:13:59.399
was the warning? Their grandfather observed how

00:13:59.399 --> 00:14:02.340
the German parliament back in the 1930s basically

00:14:02.340 --> 00:14:04.440
squandered its own reputation through what he

00:14:04.440 --> 00:14:07.639
called self -imposed blockades, just constant

00:14:07.639 --> 00:14:10.480
infighting and paralysis. OK. and the consequence.

00:14:10.779 --> 00:14:12.659
That loss of public confidence, that feeling

00:14:12.659 --> 00:14:14.700
that Parliament couldn't get anything done, it

00:14:14.700 --> 00:14:16.639
allowed Hitler to come along and impress people

00:14:16.639 --> 00:14:19.519
simply by taking action, by doing things, bringing

00:14:19.519 --> 00:14:21.639
about change. Even if that change turned out

00:14:21.639 --> 00:14:24.019
to be utterly destructive, the public was just

00:14:24.019 --> 00:14:25.620
desperate for someone to break the gridlock.

00:14:25.840 --> 00:14:29.419
That is a really sobering comparison. It underscores

00:14:29.419 --> 00:14:32.899
the danger when legislative bodies seem incapable

00:14:32.899 --> 00:14:35.440
of functioning. It really does. Now, in terms

00:14:35.440 --> 00:14:37.820
of the outcome of this current shutdown, The

00:14:37.820 --> 00:14:39.639
reader predictions for the Democrats were pretty

00:14:39.639 --> 00:14:43.580
realistic, I thought. Almost half, 48 .5%, predicted

00:14:43.580 --> 00:14:46.940
they'd get... maybe one major concession, like

00:14:46.940 --> 00:14:49.139
extending those ACA subsidies. But not a total

00:14:49.139 --> 00:14:51.580
victory. No, and only 11 % thought they'd get

00:14:51.580 --> 00:14:54.399
absolutely nothing. So the challenge for Democrats

00:14:54.399 --> 00:14:56.440
is showing they have the endurance to actually

00:14:56.440 --> 00:14:59.120
fight for that one concession. OK, so let's synthesize.

00:14:59.620 --> 00:15:02.500
We've really dug into two major forces playing

00:15:02.500 --> 00:15:05.879
out over the last few weeks. First, there's this

00:15:05.879 --> 00:15:08.659
undeniable poll defying momentum for Democrats

00:15:08.659 --> 00:15:11.659
in key state and local races, often fueled by

00:15:11.659 --> 00:15:14.490
that intense anti -Trump feeling we saw. especially

00:15:14.490 --> 00:15:17.250
with Prop 50. Right. And at the exact same time,

00:15:17.429 --> 00:15:19.490
concurrently, we have this escalating record

00:15:19.490 --> 00:15:21.769
-setting government shutdown. And it seems rooted

00:15:21.769 --> 00:15:24.289
in a really deep institutional breakdown where

00:15:24.289 --> 00:15:26.649
trust, compromise, even basic government functions

00:15:26.649 --> 00:15:29.269
are just visibly eroding day by day. The election

00:15:29.269 --> 00:15:31.490
results, the mandate they represent, that's very

00:15:31.490 --> 00:15:34.570
real. Tangible wins. Definitely real. But here's

00:15:34.570 --> 00:15:36.289
the final question, the one for you, the listener,

00:15:36.429 --> 00:15:39.629
to really consider and explore on your own. Can

00:15:39.629 --> 00:15:42.860
that state -level popular mandate? those big

00:15:42.860 --> 00:15:46.419
wins in Virginia and New Jersey, can they actually

00:15:46.419 --> 00:15:49.539
challenge the kind of institutional inertia and

00:15:49.539 --> 00:15:52.100
legislative hostility that just defines Washington,

00:15:52.159 --> 00:15:55.500
D .C. today? Or will those victories ultimately

00:15:55.500 --> 00:15:57.799
just get overshadowed by the continuing deadlock?

00:15:57.879 --> 00:16:00.019
Will the shutdown swamp everything else? That's

00:16:00.019 --> 00:16:01.759
the tension. That's what we'll be watching unfold.

00:16:01.860 --> 00:16:03.799
And it's a tension that will absolutely define

00:16:03.799 --> 00:16:05.659
the weeks ahead. Thank you for joining us for

00:16:05.659 --> 00:16:07.240
this deep dive into your source material.
