WEBVTT

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Welcome to the deep dive. We are jumping straight

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in today because we have a stack of sources that

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are well, they're incredibly dense. They really

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are. We've got material covering everything from,

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you know, stunning legal reversals to some really

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high stakes political messaging. And global security

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discussions where the United States is conspicuously

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left out of the room. on purpose. Right. And

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this all happened just as many of you were probably

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trying to pause for the holiday. It's a classic

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deep dive scenario, isn't it? You have this critical

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information that just gets buried under all the

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noise and frankly, the bad timing. So what's

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our mission today? I think we have to cut through

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that static. We're going to give you the strategic

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high points, the most significant implications

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of all this legal and political chaos. And connect

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how these sort of domestic fights are directly

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impacting our global standing. So let's jump

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right in with the news that broke in Washington,

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D .C., the shooting incident. It was a horrific

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incident. Two National Guard members were shot

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just a few blocks from the White House. Both

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are in critical condition. And these Guard members

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were deployed as part of those high visibility

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patrols in the area, right? That's right. And

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initially, the facts seemed pretty straightforward.

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Mayor Muriel Bowser called the attack targeted.

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OK, but targeted how? I mean, our sources note

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it's not clear if that means targeted at the

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National Guard in general, or if these two specific

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individuals were selected for some reason. Exactly.

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And the shooter was identified as a 29 -year

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-old immigrant from Afghanistan who, at the time,

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was being uncooperative with the police. And

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that, of course, immediately spurred a very aggressive

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political reaction. Oh, almost instantly. Donald

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Trump released a six -point statement that basically

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framed this entire incident as an existential

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crisis for national security. His response was

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clearly designed for maximum political impact.

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He called the shooter an animal, the incident

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an act of terror. He used it to claim, this proves,

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and this is a quote, the single greatest national

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security threat the country is facing. And crucially,

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he blamed the Biden administration, alleging

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they let in 20 million unvetted foreign nationals.

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Which led to his announcement that he would halt

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all immigration from Afghanistan and, you know,

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seek to deport Afghans already here. So that

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was the political narrative at midnight. A very

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clear, very aggressive story. It was. But here

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is where subsequent reporting, the actual context,

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just completely upends that entire message. OK,

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so let's unpack this political grenade. The suspect's

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name is Rahmanullah Lakinwal. He arrived under

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Operation Allies. Welcome back in 2021. Right.

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But here's the key detail. The Conowall applied

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for asylum. And that application, it was approved

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by the Trump administration in April of 2025.

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Wow. Yeah. It's a stunning political self -destruct

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moment. Because the entire premise of his attack,

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that this was a failure of the current administration's

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vetting, it just completely collapses. It completely

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collapses. The irony is just, it's palatable.

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The very administration leveling the criticism

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is the one that gave the approval. So that makes

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exploiting the story politically almost impossible

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for him, right? I mean, is there any way for

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him to pivot? Could he argue the delay in vetting

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was the problem, or blame it on people he left

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behind? He could try, but it's so much harder

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to deliver that clean, decisive message. The

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sources we're looking at suggest the story is

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already fading fast, and it's precisely because

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the narrative got so messy. And there's another

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problem for him, too. The victims were National

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Guard troops deployed as part of his D .C. occupation.

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That's an uncomfortable connection. It is. For

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the political narrative to stick, you need simple

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villains. And when your own administration is

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tied to the approval, well, the villain becomes

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a lot more complex. A truly fast and sharp reversal.

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And speaking of stunning reversals, let's pivot

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to the legal landscape, which delivered maybe

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the biggest shock of the holiday. The complete

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collapse of the Georgia election interference

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case. This was the big one, the sprawling RITO

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case. That's the Racketeer Influence and Corrupt

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Organizations Act for anyone who needs a reminder,

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usually used for, like, the mafia. Right, for

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organized criminal enterprises. And this case

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involved Trump and 18 co -conspirators. It all

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started to derail, you might remember, when DA

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Fannie Willis and her boyfriend were removed

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from the case. So that brought in Peter Scandalakis

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to either take it over or wind it down. He chose

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to wind it down, recommending dismissal. And

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Judge Scott McAfee accepted. This is where the

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legal analysis gets highly contested, to put

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it mildly. Skinalakis's justification for dropping

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the case really stretched the concept of benefit

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of the doubt to its absolute limit. He suggested

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that Trump's call to Brad Raffensperger, the

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one asking him to find 11 ,780 votes, could be

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seen as a as a polite inquiry. A polite inquiry.

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It's an astonishing phrase. It really is. A polite

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inquiry is what you do when you ask a waiter

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about the specials for the night. It is not what

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a sitting president does when he's asking a state

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official to overturn an election result by a

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specific number. And it also just completely

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ignores Raffensperger's own account of the call

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from 2021. It does. Raffensperger wrote, the

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president was asking me to do something that

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I knew was wrong. I mean, it's... Very clear.

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So is that level of benefit of the doubt normal

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in a huge right to your case? Or is this, you

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know, unique because the defendant used to be

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president? The documents suggest this interpretation

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was motivated less by legal precedent and more

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by. Let's call it political necessity, specifically

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avoiding years of constitutional battles. Ah,

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the immunity question. Exactly. Scandalakis pointed

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to the Supreme Court's decision on absolute presidential

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immunity. He basically argued that if he went

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forward, the appeals would drag this thing into

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2029, 2030, maybe even 2031. And his argument

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was that such a massive delay wouldn't serve

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the citizens of Georgia. Right. So in essence,

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the defense strategy of delay, delay, delay worked.

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The delay itself became the mechanism for acquittal.

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Justice delayed is justice denied. But the sources

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also point out that Scandalock has had another

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option, didn't he? A very clear alternative.

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He could have removed Trump as the central defendant.

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He's the one who triggers all the immunity issues

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and just proceeded with prosecuting the other

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18 co -conspirators. But he chose not to prosecute

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anyone. He chose not to. And meanwhile, what's

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Trump's immediate reaction? He monetized it.

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He immediately started selling more merchandise

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with his Fulton County mugshot, turning the legal

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chaos he'd just escaped into a financial asset.

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It's the strategy, isn't it? Every legal problem

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becomes a political or financial opportunity.

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But what about the other state cases? Well, the

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overall picture is messy. There was a setback

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in Michigan. The case against the fake electors

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there got tossed out. The judge ruled they were

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basically stooges who didn't know their actions

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were illegal. But Nevada is still on. The Nevada

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case is proceeding. Yep. The state Supreme Court

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settled a jurisdictional fight. So that case

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can move forward in Las Vegas. And Arizona's

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stalled. That case has 18 defendants, Giuliani,

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Meadows. It's stalled because the AG is appealing

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a judge's ruling to send it back to the grand

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jury. The judge felt the initial indictment didn't

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explain the electoral count act well enough.

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So even there, you see these technical delays

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just compounding. It really does seem like the

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momentum in these cases has slowed way down.

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That's a good way to put it. OK. Shifting gears

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to straight up political messaging. Yeah. which

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is all about optics. We saw a couple of massive

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unforced errors this week, own goals. The first

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one was about the Affordable Care Act subsidies.

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Yes. When Trump was asked if he would extend

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the current Obamacare subsidies, the ones that

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keep insurance costs down for millions of people,

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he said very clearly, I'd rather not. That is

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just a staggering quote. It's like he handed

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the opposition their entire midterm election

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script for free. It's a huge political gift.

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If those subsidies lapse, millions of Americans

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will see their insurance premiums spike maybe

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overnight. And the Democrats will just run endless

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ads with that five word quote, I'd rather not

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and blame him directly for rising health care

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costs. And it won't even matter if a compromise

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bill passes or if costs rise for other reasons.

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That quote provides the perfect sound bite to

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connect him directly to that pain point. It's

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an indefensible position. And then we have the

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vice president, J .D. Vance, with an own goal

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that While maybe lower stakes, it just shows

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a consistent problem with his messaging. Oh,

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the turkey rant. This is at Fort Campbell, home

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of the 101st Airborne, the day before Thanksgiving.

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What? He went completely off script. He asked

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the crowd who liked turkey, and then he called

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the people who raised their hands full of shuck.

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He did what? Yep. He then argued that nobody

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just randomly roasts an 18 -pound turkey because,

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quote, it doesn't actually taste that good. I

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mean... What a baffling communication strategy.

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You're trying to connect with military families

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right before Thanksgiving and you decide to attack

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Turkey. It really highlights how much he struggles

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to achieve that genuine regular guy vibe. The

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harder he tries to be this edgy populist, the

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more removed he sounds from actual people. It's

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a perfect bridge to talking about how these failures

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play out in actual elections. We have a very

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competitive special election in Tennessee's seventh

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district. Right. TNO7, this is a deep red district,

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R plus 10. So it's a great little micro test

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of the national mood. And Democrats are feeling

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pretty good because they've been overperforming

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in special elections all year. by an average

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of D plus 16. And the latest poll shows that

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optimism might be warranted. The Republican,

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Matt Van Epps, is at 48 % and the Democrat, Afton

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Ben, is right behind him at 46%. And an R plus

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10 district, that's basically a tie. A huge overperformance.

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But Ben, the Democrat, has a major liability

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of her own. Some old podcast comments surface

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where she said she hates country music. In Tennessee.

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In Tennessee. And she also hates, quote, the

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bachelorettes, I hate the pedal taverns, all

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the things that make Nashville apparently an

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IT city. Saying you hate country music in Tennessee

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is about as close to political suicide as you

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can get. Those clips are going to be everywhere.

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They will. But even if she loses, how close this

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race is tells you a lot about the national -

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atmosphere right now. And the DCCC, the Democratic

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campaign arm, they see this opening. They've

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launched a new $10 million campaign called Our

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Power, Our Country. And it's explicitly focused

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on winning back voters of color and rural voters

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who they lost ground with in 2024. The strategy

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is really specific. It's populist economics,

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anti -monopoly, pro -union, and attacking Republicans

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on local issues like rural hospital closures.

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Right. The whole idea is that the party just

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has to show up in these regions again instead

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of writing them off. It's sort of a historical

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correction. If you look at the 1964 presidential

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map, rural America was overwhelmingly Democratic.

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Exactly. These areas weren't inherently Republican.

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They can be won back if the message resonates.

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And the party is also seeing some positive signs

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with Latino voters. A new Pew poll shows 70 percent

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of Latinos nationally disapprove of Trump, which

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is high. But this is the really critical finding.

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Fifty five percent. of Republican or lean Republican

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Latinos now believe Trump's policies have been

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harmful to Latinos. Only 25 % said helpful. Wow.

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So even among his own potential supporters in

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that group, there's disillusionment. deep disillusionment,

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and that could seriously undermine future GOP

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coalition building efforts. All this focus on

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coalitions brings us to a really interesting

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internal DNC discussion about using Ranked Choice

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Voting, or RCV, for the 2028 primaries. The argument

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for it is that RCV helps you pick a stronger

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general election candidate. Voters rank their

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choices. One, two, three. If no one gets 50%,

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the last place candidate is eliminated and their

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votes go to the voter's second choice. And the

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goal is to make life harder for extremist candidates.

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How does RCV do that? because it forces candidates

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to build consensus. A candidate who only appeals

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to a passionate 30 % of the base might win a

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normal primary. But under RCV, if they're everyone

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else's last choice, they can't win. So you have

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to be broadly acceptable to get those second

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and third place votes. Exactly. It weeds out

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the candidates who can't win in November. But

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implementation is a huge hurdle. It's a nightmare.

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Primaries are run by the states, so you need

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to change state laws. And RCV has a mixed reception.

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Some Democrats worry it's too confusing for voters.

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It failed in four states just last year. So the

00:12:25.460 --> 00:12:27.860
movement has to start small just in the 15 states

00:12:27.860 --> 00:12:29.440
where Democrats control everything. That's the

00:12:29.440 --> 00:12:31.240
only place it can start. Yeah. Finally, we have

00:12:31.240 --> 00:12:33.820
to talk about the shift in global security. This

00:12:33.820 --> 00:12:36.019
is maybe the most consequential long term story

00:12:36.019 --> 00:12:38.799
in the stack. Our allies are openly planning

00:12:38.799 --> 00:12:40.940
for a future where the U .S. isn't a reliable

00:12:40.940 --> 00:12:44.500
partner. They're calling it NATO v3 .0. Yeah,

00:12:44.700 --> 00:12:46.860
this discussion really came to a head at the

00:12:46.860 --> 00:12:49.259
Halifax International Security Forum. You have

00:12:49.259 --> 00:12:52.039
leaders from Canada, Europe, Asia, all discussing

00:12:52.039 --> 00:12:56.000
security arrangements that view the US as a potential

00:12:56.000 --> 00:12:58.620
rogue nation. And the topics on the table are

00:12:58.620 --> 00:13:01.980
just. They're unprecedented. Germany exploring...

00:13:01.639 --> 00:13:04.200
building its own nuclear weapons. Closer military

00:13:04.200 --> 00:13:06.399
integration, manufacturing weapons within the

00:13:06.399 --> 00:13:08.639
allied bloc instead of relying on US suppliers.

00:13:09.039 --> 00:13:11.519
It's a direct response to a loss of what we call

00:13:11.519 --> 00:13:14.320
soft power. Explain that. Soft power is your

00:13:14.320 --> 00:13:16.539
ability to influence others through cultural

00:13:16.539 --> 00:13:19.019
and political appeal, not just military force.

00:13:19.500 --> 00:13:22.159
When the US voluntarily gives up its role as

00:13:22.159 --> 00:13:25.419
the stable anchor of global democracy, our allies

00:13:25.419 --> 00:13:27.659
have to make these radical changes to compensate.

00:13:27.960 --> 00:13:30.980
Germany building nukes would be a massive repudiation

00:13:30.980 --> 00:13:34.539
of the entire post -World War II order. A massive

00:13:34.539 --> 00:13:37.679
repudiation. And the economic side is just as

00:13:37.679 --> 00:13:40.039
dramatic. They're also talking about forming

00:13:40.039 --> 00:13:42.659
a massive free trade zone that would explicitly

00:13:42.659 --> 00:13:45.519
exclude the United States. So if Canada, the

00:13:45.519 --> 00:13:48.679
UK, Europe, Japan, South Korea and Australia

00:13:48.679 --> 00:13:52.080
all form a single trade and security block without

00:13:52.080 --> 00:13:55.899
us. That completely changes the global economic

00:13:55.899 --> 00:13:58.539
structure. It fundamentally alters it. It diminishes

00:13:58.539 --> 00:14:01.139
the dollar's influence. I mean, this is a historical

00:14:01.139 --> 00:14:04.100
anomaly. The world's most powerful country actively

00:14:04.100 --> 00:14:07.139
driving away its most loyal allies. It's a really

00:14:07.139 --> 00:14:08.879
striking contrast when you look at how other

00:14:08.879 --> 00:14:11.139
democracies handle these things. Like in Brazil,

00:14:11.700 --> 00:14:13.679
former president Jair Bolsonaro was convicted

00:14:13.679 --> 00:14:16.240
and sentenced to 27 years for blotting a coup.

00:14:16.360 --> 00:14:18.120
Right. And he's barred from running for office

00:14:18.120 --> 00:14:21.580
until 2030. Now, he gets VIP treatment in prison.

00:14:21.779 --> 00:14:23.779
But the point is, the rule of law responded.

00:14:24.200 --> 00:14:27.039
There was accountability, and it was swift. It's

00:14:27.039 --> 00:14:29.100
hard to ignore the contrast with the systemic

00:14:29.100 --> 00:14:31.379
delays we're seeing in all the US cases. Very

00:14:31.379 --> 00:14:33.679
hard to ignore. And just quickly, on digital

00:14:33.679 --> 00:14:36.200
integrity, ex -Twitter now lets you see an account's

00:14:36.200 --> 00:14:38.840
true location. And it's exposing a lot of fake

00:14:38.840 --> 00:14:41.340
political accounts. Yeah, like an Ivanka Trump

00:14:41.340 --> 00:14:44.940
account being run out of Nigeria, or... Patriot

00:14:44.940 --> 00:14:47.360
accounts being traced to Pakistan or Thailand.

00:14:47.940 --> 00:14:51.039
It's a start but the challenge is VPNs, right?

00:14:51.480 --> 00:14:54.360
Yeah virtual private networks that can mask your

00:14:54.360 --> 00:14:57.259
location It's a huge challenge. The sources suggest

00:14:57.259 --> 00:14:59.279
a possible countermeasure would be for platforms

00:14:59.279 --> 00:15:01.879
to just block connections from the 10 ,000 or

00:15:01.879 --> 00:15:05.679
so known global VPN servers and prioritize content

00:15:05.679 --> 00:15:08.360
from a reader's actual country. Okay, so we've

00:15:08.360 --> 00:15:10.779
covered the whiplash reversal on the DC shooting,

00:15:11.299 --> 00:15:13.580
the decay of legal accountability in the Georgia

00:15:13.580 --> 00:15:16.700
RIKEO case, and this intense targeted battle

00:15:16.700 --> 00:15:19.240
for voters across the country. I think the major

00:15:19.240 --> 00:15:21.820
takeaway is the sheer scale and speed of these

00:15:21.820 --> 00:15:24.080
adjustments happening globally. While our legal

00:15:24.080 --> 00:15:26.039
system is struggling with the complexities of

00:15:26.039 --> 00:15:27.879
presidential immunity, our allies are deciding

00:15:27.879 --> 00:15:29.879
they just can't wait for the U .S. to stabilize.

00:15:30.240 --> 00:15:32.419
They're actively building a new world order without

00:15:32.419 --> 00:15:34.720
Washington at the center. So with that in mind,

00:15:34.740 --> 00:15:36.399
and given this intense global discussion about

00:15:36.399 --> 00:15:39.480
NATO v3 .0 and a massive economic bloc that intentionally

00:15:39.480 --> 00:15:41.779
excludes the United States, we want to leave

00:15:41.779 --> 00:15:44.580
you with this. What would be the real non -military

00:15:44.580 --> 00:15:46.820
cost to the U .S. economy and its influence if

00:15:46.820 --> 00:15:49.440
a unified bloc of our closest allies, Canada,

00:15:49.559 --> 00:15:52.440
Europe, the UK, Japan, South Korea, and Australia,

00:15:53.159 --> 00:15:54.899
actively shifted their economic and political

00:15:54.899 --> 00:15:56.220
power away from Washington.
