WEBVTT

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Welcome back to The Deep Dive. We are jumping

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right into a huge stack of sources today. A big

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one. Yeah. All focused squarely on the, let's

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say, shifting landscape of American politics.

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You've sent us a lot of election data, policy

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deadlocks, and some really jaw -dropping stuff

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on how power is being used. And our mission,

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as always, is pretty simple. We want to slice

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through all that noise and just pull out the

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knowledge nuggets you need to really get what's

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moving the political needle right now. We're

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looking for the patterns, those aha moments.

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Exactly. And why some things work and others

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just spectacularly fail. OK, so let's start right

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off with special elections. For analysts, these

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little contests are, you know, they're like crucial

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bellwethers. They filter out the noise of a presidential

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race. And we have to talk about the TNO7 result,

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Tennessee's seventh district. So Republican Mark

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Van Epps won, getting 54 percent to Democrat

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Afton Benz, 45 percent. Right. And on the face

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of it, a nine point Republican win in what we

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know is an R plus 10 district. That seems totally

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fine. Seems consistent. Yeah. Republicans held

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the seat. End of story. Right. But. And here's

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the key context to need. When you look at the

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2024 presidential margin, Donald Trump won this

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exact same district by a staggering 22 points.

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OK, wait. Let's unpack that. Yeah. So he wins

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by 22, but the special election Republican only

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wins by nine. That gap is enormous. It suggests

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something. Yeah. Something fundamental has shifted.

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It absolutely has. Yeah. Our analysis confirms

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a 13 -point swing toward the Democrat in that

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election. 13 points. Compared to the top of the

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ticket last year. And this isn't, you know, a

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one -off. It's not an anomaly. This is consistent

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with what we've seen across the four previous

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2025 special elections. So everywhere. Districts

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are swinging, you know, a dozen points or more

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toward the Democrats compared to 2024. That trend

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of Democrats outperforming the top of the ticket

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is persistent. It's powerful right now. OK, so

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the data confirms this massive widespread swing

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away from the last Republican presidential performance.

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But this was still the Democrats' worst improvement

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of the five specials. The swing wasn't enough

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to actually flip the seat. So what went wrong

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for them in TNO7 if the big trend was on their

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side? And this is where we get the vital lesson.

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Candidate fit still matters so much. The national

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wins can be blowing your way, but Ifton Ben was

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a self -proclaimed radical activist. In middle

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Tennessee. In middle Tennessee. And Republicans

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hammered her on it relentlessly. And then, to

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top it all off, Representative Alexandria Ocasio

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-Cortez shows up to campaign for her. I mean,

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that feels like a strategic gift to the opposition

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in an R plus 10 district. It absolutely was.

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You can see it in the results. AOC is a tremendous

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asset in, say, a dense progressive urban district.

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Sure. But in a rural R plus 10 district, that

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national progressive branding, it probably helped

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the Republican consolidate votes from skeptical

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moderates. So the lesson is match the electorate.

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The biggest lesson from all this is simple. Candidates

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who are a good match for their specific electorate

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win, period. The national trend is just one factor.

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That sets us up perfectly for our first section,

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moving from these congressional races to the

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microcosm of local politics. Yeah, the message

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is even louder there. It's like, match your electorate

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or lose, because the party label means a whole

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lot less when you're just picking a mayor. We

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saw that so clearly in the Georgia mayoral runoffs.

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In Roswell, a moderate suburb, the Democrat Mary

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Robin show, she successfully ousted the incumbent.

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A sign of suburban fatigue. Right. But then you

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look right next door in Sandy Springs, Georgia's

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seventh largest city. It's 54 % white, 18 % black.

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The incumbent Republican, Rusty Paul, he won

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a fourth term, 69 to 31. Not even close. No.

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The local dynamics, you know, desire for stability,

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the demographics, it all supported the established

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moderate Republican. And even where the candidates

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had the same party, it was all about local stuff.

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Look at South Fulton, a 90 percent black city

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near Atlanta. Two black Democrats were competing.

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Carmelifa Gums beat the incumbent mayor on things

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like trash pickup and zoning. Right. Municipal

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churn, not some grand ideological war. Exactly.

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But the truly fascinating local outcome for me.

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was the Atlanta City Council runoffs. Here you

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had moderate Democrats backed heavily by the

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mayor, Andre Dickens. Running against progressives

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endorsed by the DSA, the Democratic Socialists

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of America. Exactly. And this was supposed to

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be the big test of the Mamdani effect, wasn't

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it? It was. Yeah. Just to refresh, Zorhan Mamdani's

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primary win in New York was seen as this like

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proof of concept that progressives could successfully

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take on moderate Democrats on a local level.

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Precisely. The hope. or the fear, depending on

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your view, was that this signaled a coming wave

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of DSA power in cities all over the country.

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And what did we learn from Atlanta? We learned

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that the appeal is currently pretty limited and

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highly localized. Both of the moderates, Thomas

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Worthy and Wayne Martin, they won decisively.

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What were the marches? Around 59 to 42 and 58

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to 42. So not even close. The DSA brand, that

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activist approach, it just failed to translate

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into general election success there. which suggests

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their path to power is still pretty geographically

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constrained. And then we have this beautiful,

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almost perfect morality play in Jersey City.

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Oh, you couldn't write a clearer contrast. The

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mayoral runoff between former Governor Jim McGreevey,

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who resigned in a sex scandal years ago, and

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Councilman James Solomon, a clean, young progressive.

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Solomon's 41, ran on integrity. McGreevey is

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68, and he was absolutely defeated. a two to

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one margin. Wow. Yeah. I mean, there's a generational

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thing there, sure, but the core takeaway is just,

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it's kind of reassuring. Clean young progressives

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can still beat, you know, moderate old sleazeballs

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trying to get back in the game after resigning

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in disgrace. It is good to know that America

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is not totally broken. A brief moment of optimism,

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yes. Okay, let's pivot hard now from local integrity

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to national messaging because we're seeing a

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massive quantifiable shift in the political dictionary.

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Last year the word was inflation. Inflation,

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inflation, inflation. Now it's all affordability.

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It's everywhere and the data we have on congressional

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emails is astounding. She shows exactly when

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the political class got the memo. When was it?

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As soon as Zoran Mamdani won that NYC primary,

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a signal of economic populism, the word affordability

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just spiked sevenfold. Seven times. Among Democratic

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congressional emails, they got the memo instantly.

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They understood that talking about the effect

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of high prices, not the abstract concept, was

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more potent. I'm curious about the method there.

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Are these official legislative communications

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or are they? It's primarily campaign communications.

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Fundraising emails. The language designed to

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directly connect with and motivate an average

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voter. That's why the shift is so telling. And

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the Republicans? They were still trending down

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on the topic until the general election season

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really started and then they hit the panic button.

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A sudden massive spike. So they got the memo

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late and are playing catch -up. They are. But

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the challenge for the GOP is internal. Their

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president has publicly called the entire focus

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on affordability a con job. Which creates a real

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communications dilemma. A huge one. If they talk

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about it, they risk anchoring their party's leader.

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If they don't, voters only hear the Democratic

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solutions, which, you know, they sound pretty

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concrete. And those solutions really do reveal

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the policy divide. For Democrats, it's low -hanging

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fruit. Blame high prices on Trump's tariffs and

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promise to repeal them. Or push for a higher

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minimum wage. Simple. Easy to understand. Republicans

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have to get more creative. And their solutions

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are riskier. One idea is to support lowering

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interest rates, right? To ease lending costs.

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But the counter to that is easy. So easy. Democrats

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can just warn that lowering rates will unleash

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the dreaded inflation demon all over again. The

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messaging war here is... it's very high stakes.

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Speaking of high stakes, let's talk about the

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health care paradox. This is a situation where

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Democrats might actually win politically by by

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failing to pass a policy that would help millions

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of people. Yeah, this revolves around extending

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the Affordable Care Act, the ACA, health care

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subsidies. These are the tax credits that help

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people afford plans in the marketplace. And they

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were enhanced during the pandemic. Substantially.

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But those enhancements are temporary. Yeah. And

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if Congress fails to reach a deal and the deadline

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is coming up fast, the subsidies just lapse.

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And that means premium spike. Overnight for about

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20 million Americans. It's a consumer disaster.

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So why is Congress having such a hard time acting

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on this? Well, there's a big split in the Senate

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GOP You've got the hardliners who've always hated

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the ACA and see Killing the subsidies as a good

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thing first step the first step Yeah, and they're

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battling vulnerable swing state senators who

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know exactly what will happen if millions of

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their constituents lose coverage Right before

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an election and then there's the new barrier,

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which is purely ideological The abortion writer.

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Correct. Some Republicans are demanding language

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that bans the use of these federal subsidies

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for any insurance plan that covers abortions.

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And Democrats will never accept that. Never.

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It's a fundamental change to health care access.

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So here's the paradox that feels almost too cynical

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to be true. The sources suggest that if this

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deal fails, it could actually be a win for Democrats

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in the midterms. Politically, yes. How do they

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balance that? The potential political gain with

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the... the moral responsibility to those 20 million

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people. The sources are saying that politically,

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Democrats know if the deal collapses, Republicans

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who control Congress and the White House will

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get the lion's share of the blame. It's a perfect

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attack line for the midterms. Republican inaction,

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Republican cruelty. Exactly. The consensus is

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that while Democrats obviously care about their

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constituents' health, the political reality is

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that the blame game favors them if the clock

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runs out. So what's the most likely endgame?

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The historical trick. A short -term extension.

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Kick the can down the road for a few months.

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Get past the next election. That dynamic is deeply

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frustrating. Let's shift gears completely and

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talk about power itself, specifically executive

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power that lacks a constitutional check. We're

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talking about the presidential pardon. The pardon

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power is truly unique in our system. Most powers

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have a counterbalance, right? Congress passes

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a bill. The president can veto it. President

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nominates judges. Senate confirms. Is that not

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the pardon? The pardon is only accepted in cases

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of impeachment. The founders intended it as a

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check of mercy, a way to fix things when justice

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went wrong. But based on recent examples, it

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seems to have morphed into something else entirely,

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a tool to enforce loyalty. It's become a loyalty

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tool, yes. The list of recent high -profile pardons

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is like a a veritable assembly line. It sends

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a clear message to anyone aligned with the administration.

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Like who? We've seen a pardon for the former

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Honduran president, Juan Orlando Hernandez, who

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was convicted on a 45 -year drug conspiracy sentence,

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a case the U .S. prosecuted vigorously. And then

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there are the symbolic pardons, the ones meant

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to protect political allies. Exactly. Rudy Giuliani

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and Mark Meadows both pardoned before indictment

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for their roles in the 2020 election efforts.

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That sends a stark message. That if you help

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commit a crime for the president, you're protected.

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The protection is there. Even if a federal pardon

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doesn't stop state -level trials. And the system

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benefits the connected. George Santos, you know,

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he was sprung from a seven -year sentence for

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fraud after just three months. It also seems

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to explicitly reward financial support. Oh, absolutely.

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Look at Paul Waltzak, a former nursing home executive.

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He got his pardon for tax crimes less than a

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month after his mother attended a million dollar

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a person fundraiser Wow, or Changping Zhao the

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crypto billionaire who pleaded guilty to money

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laundering He was pardoned because of the deep

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ties between his crypto empire and the administration's

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own crypto interests It just shows the raw unchecked

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nature of this power and that misuse of public

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trust extends beyond pardons According to a stunning

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ProPublica report. It goes to the misuse of public

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resources subsidizing billionaire ranchers. Yeah,

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this is a policy that was originally meant to

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help small, struggling ranchers use federal land

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in the West. But in practice? In practice, the

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sources show people like Stan Krog, who's worth

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$20 billion, has massive public land access.

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Ranchers pay about 15 % of private grazing fees

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for this access. Plus they get cheap insurance

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and other benefits. The disparity is staggering.

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Rupert Murdoch paid $200 million for his Beaverhead

00:12:35.230 --> 00:12:37.990
Ranch. He pays the government only about $25

00:12:37.990 --> 00:12:42.269
,000 a year to graze his cattle on 340 ,000 acres

00:12:42.269 --> 00:12:45.169
of public land. Which is 95 % below the market

00:12:45.169 --> 00:12:47.759
rate for similar private land. It's not just

00:12:47.759 --> 00:12:49.720
a free lunch, though. It has real environmental

00:12:49.720 --> 00:12:52.460
consequences. It does. Because the fees are so

00:12:52.460 --> 00:12:55.039
low, there's no incentive to limit herd sizes.

00:12:55.100 --> 00:12:57.460
So you get too many cattle on the land. That

00:12:57.460 --> 00:12:59.960
leads to erosion, environmental degradation,

00:13:00.460 --> 00:13:02.480
the same problem that contributed to the Dust

00:13:02.480 --> 00:13:05.019
Bowl in the 30s. And what's so revealing is the

00:13:05.019 --> 00:13:07.820
ideology behind it. There's a quote from Interior

00:13:07.820 --> 00:13:11.000
Secretary Doug Burgum, who sees public land as

00:13:11.000 --> 00:13:14.750
the balance sheet of America that is really restricting

00:13:14.750 --> 00:13:17.570
itself by not being fully exploited. That framework

00:13:17.570 --> 00:13:20.730
suggests exploitation is a virtue, not a problem.

00:13:21.509 --> 00:13:23.990
It sets the stage for future policies that will

00:13:23.990 --> 00:13:26.450
prioritize commercial extraction over conservation,

00:13:26.950 --> 00:13:29.889
all driven by this belief that the land is underperforming

00:13:29.889 --> 00:13:32.009
if it's not generating cash for the wealthiest

00:13:32.009 --> 00:13:34.330
users. OK, we've covered national messaging and

00:13:34.330 --> 00:13:36.970
unchecked executive power. Let's finish on political

00:13:36.970 --> 00:13:39.210
manipulation and these state -level chess matches,

00:13:39.649 --> 00:13:42.190
starting with Florida and Governor Ron DeSantis's

00:13:42.190 --> 00:13:45.009
eagerness to redraw the congressional map again.

00:13:45.409 --> 00:13:47.669
DeSantis is actively waiting for a signal from

00:13:47.669 --> 00:13:50.889
the Supreme Court. There's a major case that

00:13:50.889 --> 00:13:53.389
questions whether the Voting Rights Act itself

00:13:53.389 --> 00:13:56.909
is an unconstitutional racial gerrymander. And

00:13:56.909 --> 00:13:59.870
if the court gives him the green light? The legislature

00:13:59.870 --> 00:14:02.299
will be called back in January. And the new map

00:14:02.299 --> 00:14:04.740
they draw is expected to carve up Democratic

00:14:04.740 --> 00:14:07.799
strongholds and deliver three to five new Republican

00:14:07.799 --> 00:14:10.379
seats. And they do this primarily by divvying

00:14:10.379 --> 00:14:12.860
up districts with large black populations, right?

00:14:12.980 --> 00:14:15.919
Like Representative Maxwell Frost's D plus 13

00:14:15.919 --> 00:14:18.399
Orlando district. Precisely. You essentially

00:14:18.399 --> 00:14:21.179
eliminate a voice for partisan gain. But while

00:14:21.179 --> 00:14:24.019
this procedural rigging is a huge issue for democracy,

00:14:24.559 --> 00:14:27.379
the sources note the cynical reality. Which is?

00:14:27.480 --> 00:14:29.759
Voters care about the price of eggs and electricity.

00:14:30.080 --> 00:14:32.820
Not gerrymandering. So unless gas prices are

00:14:32.820 --> 00:14:34.779
spiking when this map is unveiled, it might not

00:14:34.779 --> 00:14:37.159
even register as a big campaign issue in 2026.

00:14:37.480 --> 00:14:39.100
The next example of this kind of pressure is

00:14:39.100 --> 00:14:42.019
even more shocking. The SNAP blackmail threat.

00:14:42.220 --> 00:14:44.450
This involves the Secretary of Agriculture. Brooke

00:14:44.450 --> 00:14:47.090
Rollins, threatening to withhold SNAP benefits

00:14:47.090 --> 00:14:50.350
food assistance from 21 blue states, California,

00:14:50.549 --> 00:14:52.830
Minnesota, New York. They're refusing to share

00:14:52.830 --> 00:14:54.789
the names and immigration status of recipients.

00:14:55.129 --> 00:14:58.370
Does she even have the legal authority to unilaterally

00:14:58.370 --> 00:15:01.929
cut off those funds? No, absolutely not. Nothing

00:15:01.929 --> 00:15:04.990
in the statute gives her that power. This is

00:15:04.990 --> 00:15:08.110
a favorite technique of the administration, political

00:15:08.110 --> 00:15:11.710
blackmail. threatening legally entitled funds

00:15:11.710 --> 00:15:13.789
to force compliance with something that isn't

00:15:13.789 --> 00:15:16.409
even legal. And the whole premise is weak anyway.

00:15:16.610 --> 00:15:20.629
Very weak. The USDA's own data shows only 0 .2

00:15:20.629 --> 00:15:23.789
% retailer fraud. So the scale of the problem

00:15:23.789 --> 00:15:27.029
she's claiming to solve just... it doesn't seem

00:15:27.029 --> 00:15:29.769
to justify denying food to millions. Finally,

00:15:29.870 --> 00:15:31.889
let's touch on the Wisconsin gubernatorial race.

00:15:31.970 --> 00:15:34.110
Former Altine Devon or Mandela Barnes just got

00:15:34.110 --> 00:15:36.250
in. Right. Governor Tony Evers isn't seeking

00:15:36.250 --> 00:15:38.529
a third term, so it's a feeding frenzy in that

00:15:38.529 --> 00:15:41.269
crucial swing state. Barnes is black, he's progressive.

00:15:41.870 --> 00:15:44.110
That excites the base, gives him a national fundraising

00:15:44.110 --> 00:15:46.529
network. But the challenge is that he lost his

00:15:46.529 --> 00:15:49.370
2022 Senate race to Ron Johnson. And he was one

00:15:49.370 --> 00:15:51.889
of the few Democrats to fail in that cycle. That

00:15:51.889 --> 00:15:54.669
previous loss must cast a long shadow on his

00:15:54.669 --> 00:15:57.889
electability. It does. And the skepticism is

00:15:57.889 --> 00:16:00.350
so strong that the black -owned newspaper The

00:16:00.350 --> 00:16:03.700
Milwaukee Courier ran an editorial titled we

00:16:03.700 --> 00:16:07.000
can't afford to lose in 2026 and we can't risk

00:16:07.000 --> 00:16:10.019
another Mandela Barnes loss. Wow. It really highlights

00:16:10.019 --> 00:16:12.179
the central dilemma for Democrats in these swing

00:16:12.179 --> 00:16:14.460
states. Do you pick the candidate who excites

00:16:14.460 --> 00:16:17.200
the base or the one who has a better shot statewide?

00:16:17.679 --> 00:16:20.860
So wrapping up this deep dive, we've hit four

00:16:20.860 --> 00:16:23.970
major themes. The persistent democratic outperformance

00:16:23.970 --> 00:16:26.570
in special elections, the rapid shift in language

00:16:26.570 --> 00:16:29.389
to affordability, the huge policy cliff on ACA

00:16:29.389 --> 00:16:32.490
subsidies and the alarming use of unchecked executive

00:16:32.490 --> 00:16:34.850
power. All these threads, they really speak to

00:16:34.850 --> 00:16:37.269
this underlying tension in how America is governed

00:16:37.269 --> 00:16:40.210
right now. And to leave you with one final provocative

00:16:40.210 --> 00:16:43.159
thought. it ties directly back to our discussion

00:16:43.159 --> 00:16:46.120
on tariffs and executive power. The core legal

00:16:46.120 --> 00:16:48.200
challenge to the president's trade power relies

00:16:48.200 --> 00:16:50.200
on something called the International Emergency

00:16:50.200 --> 00:16:54.340
Economic Powers Act, or IEPA. The IEPA. That's

00:16:54.340 --> 00:16:56.139
the statute meant to let the president regulate

00:16:56.139 --> 00:16:58.500
commerce during a real emergency, like a war.

00:16:58.919 --> 00:17:01.139
Exactly. And companies are preparing to sue for

00:17:01.139 --> 00:17:03.799
refunds if the Supreme Court rules the president

00:17:03.799 --> 00:17:06.019
had no authority to levy the tariffs they've

00:17:06.019 --> 00:17:08.700
already paid, arguing that the act was misused.

00:17:09.319 --> 00:17:11.799
If the government is forced to repay potentially

00:17:11.799 --> 00:17:14.900
billions in collected tariffs, and we might not

00:17:14.900 --> 00:17:18.200
get a ruling until mid -2026, what does that

00:17:18.200 --> 00:17:21.420
do? It raises this existential question of how

00:17:21.420 --> 00:17:24.079
that decision would destabilize the executive

00:17:24.079 --> 00:17:26.619
branch's perception of its own economic power.

00:17:26.839 --> 00:17:29.460
It could be a massive check on presidential authority.

00:17:29.700 --> 00:17:32.720
A monumental constitutional check. One that would

00:17:32.720 --> 00:17:35.160
impact every future administration's ability

00:17:35.160 --> 00:17:38.420
to wage economic policy. It's a huge showdown

00:17:38.420 --> 00:17:40.599
flying under the radar and you should definitely

00:17:40.599 --> 00:17:43.180
track it closely. Fantastic analysis. That's

00:17:43.180 --> 00:17:44.839
all the time we have for this deep dive. We hope

00:17:44.839 --> 00:17:46.779
you feel thoroughly informed. We'll see you next

00:17:46.779 --> 00:17:46.960
time.
