Bulwark Takes - Trump’s Polls Are Collapsing. Is a Blue Tsunami Coming? (w/ Ron Brownstein) | Bulwark on Sunday

Episode Date: August 2, 2026

Join Bill Kristol and Ron Brownstein as they cover Trump's awful polling, Democrats' chances in the Senate, and whether we could see a blue Tsunami in November....

Transcript
Discussion (0)
Starting point is 00:00:00 Hi, Bill Crystal here. Welcome to Bullwork on Sunday. I'm very pleased to be joined today by the person I regard to our nation's preeminent election analyst and a long time, a long friend and excellent journalist beyond elections on pop culture and music, baseball. We were just discussing baseball before we went on the air, but we'll spare you that discussion. Ron's exultant is a Dodger fan over last night's trade, but I'm not going to get into that. And we'll talk about the polls and above all the November election, which it's hard to believe. What is it? Three months away. I was exactly, right? Yeah, wow. So, Ron, thank you for joining me and joining us. Yeah. So last to talk about. Let's begin with the polls. I mean, pretty striking this past week. I think I've got CNN, Trump's approval below 35, and four respectable polls, I think, right?
Starting point is 00:00:44 CNN, AP, Kripiac, and Pew. Pew is maybe a couple weeks, a week earlier, I think, a couple weeks earlier in the field. The others were pretty much a week ago. And I think a couple of those were registered voters, not even adults, which Trump's been doing a little better with, typically. So probably that, I mean, pollsters correctly say if you look at the president's approval, you want to see what the whole country thinks from him. So it should be all adults. But when you're getting close to it off your election, you want to look at registered voters for someone. Anyway, so there he is below 35, which is a striking drop, isn't it from where he was even a few months ago? So what does it mean? What does it mean for the midterms?
Starting point is 00:01:18 Well, you know, as we talked about before, the president's approval rating, the approval rating, the approval rating of the sitting president has become the single most important factor in shaping midterms. And, you know, there are a lot of things that are going on, different cross currents who Democrats are nominating what the map looks like. But I would argue that these kinds of polls and what we're seeing in polling in both House and Senate races, to me, has already coalesced the core question of 2026. And the core question of 2026 in my mind is can Republicans win significantly more voters who disapprove of Trump than they did during his first term? That is the central question in this election. As I said, a lot of things go into that, including what's happening with Democrats. But, you know, if you look at Trump's approval rating now, it is significantly lower.
Starting point is 00:02:07 We're talking 10 points lower than Bill Clinton in 94, Barack Obama in 2010, Trump himself in 18, Biden in 22, and about six or seven points lower than George W. Bush in 2006. And those were all elections where the President's Party lost the House. And with the exception of Biden in 22, elections where the President's Party did really poorly in the Senate. I mean, you know, his approval rating is now at the level that typically has produced really bad outcomes for the President's party. And so, you know, the reason Republicans are remaining relatively calm about this election and are not yet kind of in that 1929 standing on the ledge, you know, of the high building is because Democrats are not winning in these polls nearly as many people who disapprove of Trump as they did during their first term. We can talk about the details of that in a minute. And to me, that is the core question.
Starting point is 00:03:09 Like, can Republicans, in fact, hold many more voters who disapprove of Trump than they did in 2018 and 2020, because it's pretty clear that is what they are going to have to do to prevent a really good night for Democrats. So say a word more about that and about I've been struck by this. The strongly disapprove of Trump is around 50 percent. Yes. And that presumably overwhelmingly going to vote against the Republican candidate. When the Republican part, my only footnote to what you said is especially true, obviously when the party of the president controls Congress. So it becomes fully a referendum on do you want to end a party that's been so supportive of the president. So fully a referendum on do you want Trump to have a compliant Congress for the next
Starting point is 00:03:53 years or a check and balance Congress for the next year? That's the major issue presumably in this election. Democrats aren't going to govern the country for the next years if they win. But Trump will if the Republicans win. Anyway. So and the strong, stronger disapprovals around 50, the strong approvals, what, the low 20s kind of? Low 20s, which is a turnout marker as well historically. So then Republicans need to win a lot of those somewhat disapprovers of Trump.
Starting point is 00:04:19 They need to come back to the Republican fold and tell themselves. And many seem to be in the polls, as you say, and it makes sense that they're not such mega Republicans, but they still prefer a Republican Congress for various traditional Republican reasons. So what does the polling tell us about this? And what's your sort of educated guess as to how that moves over the next three months? So in Trump's first term, in the exit poll in 2018, 90% of people, who disapproved to Trump voted Democratic for the House. In 2020, 93% of people who disapproved
Starting point is 00:04:48 to Trump voted Democratic for the House. Over all of the elections, over all of the Senate elections in 18 and 20, for which we have exep polls, every Democratic Senate candidate, incumbent or challenger, won at least 89% of people who disapproved of Trump except Sarah Gideon against Susan Collins in 2020 in Maine. Susan Collins in Maine in 2020 was the only Republican Senate incumbent or challenger who won more than 8% of people who disapproved of Trump, according to the exopoles. And then in 2025, we saw the same thing. I mean, Cheryl in New Jersey, Spanberger in Virginia, they won, I think, roughly 93% each of voters who disapproved of Trump. Even Jay Jones, right, that attorney general candidate who, you know, had some political
Starting point is 00:05:38 baggage in terms of texting about, you know, killing political rivals. He won 89% of people who disapproved of Trump. Okay. So that's kind of like the baseline that we're operating at. And, you know, those numbers, the correlation, and, you know, by the way, the other side is true, too. I mean, 90% plus of people who approve of Trump vote Republican in all of these races. And the numbers for Trump, in terms of the number of disapprovers who voted for the other party is a little bit higher than for most other presidents in this period, for the reason that you cited, such a high percentage of Trump disapprovers strongly disapproved. And the strong disapprovers historically have behaved very differently than the somewhat disapprovers.
Starting point is 00:06:28 I mean, you know, generally the party that isn't the president, the other party, the opposition party wins most of the somewhat disapprovers. Among the strong disapprovers, it's been like 95% usually. I mean, even Biden in 2022, who did pretty well among the Democrats said okay, among the somewhat disapproving of Biden, 95% of the people who strongly disapproved the Biden, still voted Republican. Now, you know, so part of the challenge Republicans have had in the Trump era is that there are not a lot of somewhat disapprovers. And if you look at the polling carefully now, Bill, not only are Republicans running unusually well among the somewhat disapprovers, but Democrats are not up to 95% among the strong disapprovers
Starting point is 00:07:11 yet. So you have to ask yourself, okay, are there reasons why all the way through election day this will endure and Republicans will run significantly better among people who disagree with Trump than they did in the first term? Or is this kind of like a mirage? I ask whether it's a seasonal problem or a structural problem, right? So let's go through it. And I'll be interesting your thoughts as well. Okay, so why would Republican Senate and House candidates run better among significantly better, 10 points better among people who disapproved with Trump than they did his first time? Well, one reason would be, you cited, more of those disapprovers are Republicans. 20% of Republicans now disapproved Trump. So some of them are still going to vote Republicans. So it's reasonable
Starting point is 00:07:57 to assume that Democrats may not get quite to not. 90, 93 percent. I mean, that could tick down a little, but it's not taking down a little. It's dropping a lot. Second reason, Democratic Party image is weaker than it was in 2018, right? I mean, you've had the Biden presidency in the middle. In 2018, in the exit poll, people split evenly on whether they had a favorable or unfavorable view of the Democratic Party. That's not the case now. It's net negative by 15 to 20 points. And yes, some of that is Democrats who are angry at their own leaders, as I'm seeing here in Michigan. but it also includes independence.
Starting point is 00:08:33 So that might suppress it. And then finally, a third big reason it might be different is the map. You know, this election is being fought out primarily on Republican terrain. I mean, in 2018, there were still two dozen Republicans in districts that voted for Hillary Clinton.
Starting point is 00:08:50 And Democrats kind of, that was half of their games. They beat 21 of them, I think, of the 24. You know, before we're districting, there were only three House Republicans and districts that Clinton won. So Democrats have to go deeper into Trump country to win their House seats this time. And the same thing in the Senate.
Starting point is 00:09:07 I mean, you know, most of the, all of the states except Maine that Democrats are targeting this year, voted for Trump in 24, most of them by double digits. So all of those reasons you could say, okay, Democrats may not get quite as high among Trump disapprovers as they did in 18 and 20. But are they really only going to win 80% of them, which is where they're getting now, low 80s and polls? I personally do not think so. I mean, I think that, you know, like Bogart, I believe the fundamental things apply and that over time, the get wonky here, the generic ballot will bend toward presidential approval, not the other way around.
Starting point is 00:09:45 Like, I mean, you know, Democrats in the generic ballot now are usually winning around somewhere between, I mean, CNN still have them at 70% among Trump disapprovers in that poll that had Trump, whatever it was, 34%. And, you know, most polls have them somewhere between high 70s, low 80s. I don't think it's going to be that low. I think in the end, a reasonable share of those Republican-leaning voters who say they disapprove of Trump but are now voting Republican for House and Senate and thus keeping down the Democratic number among the Trump disapprovers, I think a reasonable share of them are not going to show
Starting point is 00:10:22 up. And that's going to move the overall number back up. One last, I know we're going to talk about the Senate, but just to kind of put the frame on the Senate, you know, I mentioned that Collins was the only Republican and won more than 8% of Trump disapprovers in his first term. She is also the only Republican Senate incumbent or challenger who won in a state where the exit poll showed that more people disapproved than approved of his job performance. She was the only one. You know, you look at those New York Times-Syna polls from a couple weeks ago, Republicans were winning in Ohio, and Iowa and tied in Texas, even though Trump was only at 44% approval in each state. Okay, is that, like, you know, my instinct is that if he's really at 44% on election day,
Starting point is 00:11:12 and he might recover a little, but if he is that low, that it would be shocking if they won any, much less, it wouldn't be shocking if they want any. It would be shocking if they won all of those races. Because, again, Republicans in polling today are routinely doing something that only Susan Collins did in his entire first term. And I just don't know if that's sustainable. I tend to think it's more, like I said, a seasonal problem. Democrats aren't defined. The individual candidates aren't that defined yet. People are reacting to their overall view of the party, which is more negative than in Trump's first term because of the Biden presidency.
Starting point is 00:11:47 But I think it's going to be very hard for half a dozen Senate Republicans to hold their Democratic opponents to only 80 to 85 percent of people who disapproved Trump. After all, only one held them to less than 89 over his entire first term. That's really interesting. I want to get to the Senate raises, really, most state by state, but let's just one more on the generic ballot in the House. I take it if right now it's six-ish, seven-ish, most of most of these polls, the Democratic edge. I assume that if the Democrats are at seven or eight in the generic, they win the House.
Starting point is 00:12:20 I mean, despite redistricting, yeah. Right. Yeah, I mean, you know, even with, like I said, even before redistricting, there are a few obvious targets than there were in 2018. I mean, obviously, Democrats started lower than, what were they? 199, I think, or 200-ish. So they don't have as many targets. And then redistricting has further narrowed the playing field for them. But, you know, Trump's approval now is what, I mean, like, literally in these last polls, it's 15 points below his vote. Now, I don't know. I don't think it's going to stay that. I don't think in the exit poll, if I was just, if in the exit poll, 34% of people disapproved to Trump,
Starting point is 00:12:56 15 points below his vote, there are going to be a lot of Republicans who do not expect to lose who will wake up, you know, looking for new employment. But even if his approval comes in somewhere like 41, okay, that's eight points below his vote, right? I mean, that's eight, that's an eight point. So if you have a fairly uniform swing, which may or may not, we should, because I want to mention one other thing, you know, you're talking places where he, where he won. north of 55% that would be in play. Now, as I've written and with help from Kyle Condick at Larry Sabato's crystal ball, you know, even in really good midterm years, 06, 10, 14, 18, and 22, the opposition party have won very few seats where the president got at least 55% two years
Starting point is 00:13:49 earlier. But there are enough seats between up to 55 for Democrats to win the House. And as I say, if Trump stays this low, there are going to be people in 55% Trump 24 districts that lose. You know, unless this is something completely different than we've seen before. Which in the era of Trump is, we should have a lot 100%, but I tend to think, I'm sort of with you. I just gave a talk the other day and my whole theme was we're in a new era. It's not going to be like anything we do growing up. Who knows what 2028 looks like within each party between the parties 30, 2030 can't even think about. You know, it's a whole new world to say nothing of free and fair elections.
Starting point is 00:14:29 Right. I said that. I then someone said, what about 2026? And I said, there I have a fairly conventional and traditional view, which is I do feel like absent a little bit, the election interference question, it feels now like a pretty normal midterm in the sense that it's a midterm that you have when a party has controlled the presidency and Congress and has had pretty uniform voting in Congress for the president. And it just becomes a referendum on the president.
Starting point is 00:14:54 And one questioner asked, well, isn't that a little simple? Well, shouldn't the voters be judging each candidate? And I actually sort of defend the voters on this. I mean, the most important thing for the next two years, and I'm saying this analytically, obviously I'm at the Trump, but I mean, is do you have a Congress that goes along with Trump or the Jackson? That just is factually the most important thing.
Starting point is 00:15:11 The Democrats aren't going to pass some radical overhaul of healthcare. They couldn't even get the votes in their own conference to do it, let alone, you don't get Trump decided. So the most important thing I think is the Trump question. And that's where I think your argument, sense that the reversion will be to the Trump number, not to the current generic number, makes a certain amount of sense to be. It just got to be, well, it doesn't have to be, but it could be the case in August, September, October. More and more voters focus on the
Starting point is 00:15:35 question, well, what do we want for the next two years, you know? Dan Sina, who ran the D-Triple C in 2018, said to me that in their polling at this point in the summer, they saw something similar where Democrats were having trouble consolidating the voters down on Trump. But he said that in the end, in the districts that were fought out, the districts that were targeted, he recalls that virtually no Republican House member or candidate ran above Trump's approval rating in the district in the end, that it was a ceiling, that it was a hard ceiling. So we'll see, you know, because I am sure, you know, Trump's at 35, he's under water in a lot of places. Now, here's the other thing to kind of keep in mind. And I'll have to think if I know the answer to this
Starting point is 00:16:19 question that I'm posing. But in 2018, you know, Democrats, 2018 was the book end of 2010. 2010 Republicans swept away these last rural Democrats representing blue-collar districts that have been holding on, even though those places had been voting Republican at the presidential level since the 80s, right? It was just kind of the culling. The floorboards have been rotting for years. And then with the weight of the Affordable Care Act and everything else, you know, all these guys, John Tanner and Rick Boucher and all. all these guys fell through the floor. 2018 was the bookend to that,
Starting point is 00:16:53 where you had all of these suburban Republicans representing white-collar districts who have been hanging on, even though those places have been voting Democratic, really, since Clinton, and they were swept away. Three quarters of the seats of Democrats won, three-quarters of the seats of Democrats won in 2018,
Starting point is 00:17:07 had more white college graduates in the national average. So the result of that is that there aren't that many places of the, many places like that left to target. I mean, there's Don Bacon's seat, there's Mike Lawlor, there's Brian Fitzpatrick, there's Tom Kane Jr. That's about it. Like maybe a couple more here or there. So this time,
Starting point is 00:17:25 two-thirds of the seats the Democrats are formally targeting have fewer white college graduates or more non-college whites than the national average. And so, you know, even though Trump's approval has fallen among them too, it is significantly higher than it is among other groups. I mean, you know, in national polling, he is, you know, he won almost two-thirds of non-college whites. He's in three elections, he's now down to around 50-50 among them in national polling. Okay, that's much worse than his vote, and it's a significant, it's like everything else, like a 15-point fall, but it's still 50-50. It's not 40-60, like it is among college whites or 25-75, like it is among the working-class minority voters that everybody focused on so much in 24. So, you know, if you're talking about northeast
Starting point is 00:18:12 Pennsylvania or the seats that Democrats are targeting in Ohio and Michigan and Wisconsin, you know, Trump's going to be a lot closer to 50 in those districts than he is in Tom Cain's seat, where he's probably at 35 right now. So that is just another factor. And the same thing is true in the Senate. Most of the states that are in the mix have more white, more white non-college graduate, non-college than the national average. And I suppose, just to conclude this section of our discussion, we'll get to the Senate race. I suppose there is an argument that the non-collegeant whites, it wouldn't be crazy to say they will revert, they will become less, that they're the anti-Trump and upper might move back a little bit up as opposed to what we were saying that the,
Starting point is 00:18:59 that the generic was towards the other way. You know what I mean? That they, they, they would tell them. I think so. I do. And look, those are voters, those voters are the most, they're the most other weapons that Republicans can use to hold them or, you know, magnets to hold them, even though they're unhappy with Trump, even though they're unhappy to the economy. I will say the risk to Republicans is twofold. I think they're one is that a lot of them don't show up. I mean, that's entirely a possibility that they don't show up. But the other one is that it's just worth noting that in 2018, which was an election really where health care figured highly prominently, Democrats ran a few points notably, like four or five points better among the non-college white
Starting point is 00:19:42 women than they did in any election before since. Like, they, and, I do think the Medicaid, ACA, nexus of issues could allow them to peek into the 40s among those non-college white women. And that will make a difference in some of these blue-collar House districts and Senate races that they have to win. This has been terribly really helpful and important. Okay, Senate races. I guess let's maybe do it in two buckets if that makes sense.
Starting point is 00:20:09 I feel like there's the Democrats who are at some risk, are at some risk, I suppose, of losing a couple of seats they hold, Michigan and Georgia, and they have been favored mostly, I'd say, to pick up two seats they don't hold, North Carolina and maybe Maine. So that they start at 47. If they hold and pick up, or 49, if they don't hold one and only pick up one, they're back at 47.
Starting point is 00:20:33 And they have to sweep more of the tougher states that Trump, I think in every case is won by at least 10 points, maybe. We'll get to them in a second, the Iowa, Alaska, Texas. Ohio and then beyond that, Kansas, et cetera, type places. So let's begin with the, am I right? First, I suppose I haven't been with it. So Michigan and Georgia and then North Carolina and made or whatever order you want to go.
Starting point is 00:20:57 Yeah. So like, I think we talked about this before. But, you know, the key fact about Senate races is that they are correlating much more with the outcome of presidential voting in that state than during our, you know, when we first started in politics. You worked in the Reagan administration, hard to believe or remembering this. You know, Ronald Reagan and George H.W. Bush won 38 states in all three elections of the 1980s. Okay. And at the end of that, in January, 1989, Democrats still had a majority of the Senate seats in those 38 states.
Starting point is 00:21:30 I think there were like 11 states where they had both of the Senate seats that voted three times for Reagan and Bush. Okay. Trump has won 25 states three straight times. Okay, that's the most anybody has won since Reagan and. Bush in the 80s over three elections. At the end of that, as of January 25, you know how many, seats, Democrats held in those 25 states? I mean, Senate seats? Zero. It was 50 to zero. Now, Democrats are nearly as dominant in the states that have voted three times against Trump, but there are only 19 of them. Democrats have 37 of the 38 in the 19 states that have voted three times against Trump. The only exception is Susan Collins. And then you have the six states that have flipped at any point in the Trump presidency,
Starting point is 00:22:18 which is Georgia, Arizona, Nevada through the Sun Belt, Michigan, Pennsylvania, Wisconsin through the Rust Belt. Democrats now have 10 of their 12 seats, which is why they're competitive, but I would argue is probably not a sustainable number in places that are inherently swing to dominate the Senate that way. So if you think about it, I think about it in these three buckets, right? the Trump states, three times Trump states, the three times anti-Trump states, and then the swing states. So to your, now we can get back to your framework.
Starting point is 00:22:52 Both of the seats that Democrats really have to defend this year are in that handful of states that have flipped at any time during the Trump presidency. They have to hold Michigan, where I am now, and they have to hold Georgia. Georgia looks solid. John Ossov is almost certainly going to win that race and might be propelled. into consideration as a presidential candidate immediately thereafter if Warnock isn't. Michigan, we should talk about could get a lot dicier, right? Then to get to a Democrat, but that's just that's just holding serve, as you said. To get to a Senate majority, Democrats have to, I think the first step clearly is to consolidate
Starting point is 00:23:34 the last seat they don't hold in the 19 states that have voted three times against Trump, and that means beating Susan Collins in Maine. I would bet today that Susan Collins, as I said, was, you know, held Sarah Gideon to only around 73% of voters who disapproved of Trump. In the UNH poll that came out already in Maine, Troy Jackson was winning 85% of Trump disapprovers. That's all he has to do. If he wins 85% of Trump disapprovers, he's going to be the senator. I would bet on, I think he is going to be able to do that. I think her, her kind of string has run out, both because of Kavanaugh and also because Trump is just more untethered, unhinged, undounded in the second term. It's just harder to kind of look at her
Starting point is 00:24:16 as a voter. Her superpower has been that she's been able to get older white women who disapprove of Trump to vote for her anyway. I just think it's harder for them to get there. But even if you do that, even if you hold your two vulnerable seats in the swing states, you can consolidate the last Republican holdout in the 1990. You, by definition, you have to, you have to, to break back into what I call the Trump 25, right? I mean, because if you're seating 50 Senate seats at the start, right, it doesn't leave you a lot of margin for error. You got to win everything else and the White House to have the majority. So, okay, so if you look at the states that Trump won three times where do Democrats have a shot? Well, their best shot is clearly North Carolina,
Starting point is 00:24:59 which was the closest of those. And I think Roy Cooper is going to win that race. And I think there's much question about that. Again, even there, Trump's disapproval in recent polling has been as high as 60%, right? And Cooper is in the 80s among them. It's like really all you have to do. It's like you don't have to be Superman in these places. Now, okay, so Maine, North Carolina, you still need two more out of the remaining states. And all the remaining states are in the Trump 25. So what are they? They're probably in order. Just one question. Yeah. All the remaining states are Trump plus. Double digits, I think. Yeah, 10 in 2024. Or 11, I think. Yeah. I think. Yeah. I think. I So, you know, you've got, depending on how you want to rank them, Ohio, Alaska, Texas, and Iowa.
Starting point is 00:25:45 And then the more longer shot things of independent candidates in Nebraska and Montana and, you know, that. So, you know, what, again, okay, is Trump, where is Trump going to be on Election Day in Ohio, Alaska, Texas, and Iowa? is he going to be if he's over 50 i have a hard time seeing democrats winning any of those states except for maybe alaska peltolla might be able to win uh with trump over 50 and maybe sure brown could win a trump at like 51 um but the real question is if he's at like 47 48 in those states can democrats win two of them now if they don't win Michigan they got to win three of them to have the senate majority You know, and I think that Trump has declined enough that it's wrong to say that either El-Said or Haley-Stevens can't win in November.
Starting point is 00:26:47 But I think it's fair to say that it's a lot more complicated and risky for El-Said. I mean, you know, again, like the difference between Biden-winning Michigan and Harris and Hillary losing it in a tiny shift among. non-college white voters and even in 24 among black voters. I was at a church yesterday in inner city Detroit, a meeting of the National Action Network, where the minister, who's the president of the Michigan chapter, you know, he said, he called, he called El Sayad a one-hit wonder who was more concerned about Gaza than Detroit and said to me after,
Starting point is 00:27:31 he thought there was no way. like he said zero chance that he will generate the black turnout he needs if he is the nominee. Now, you know, you got a governor's race that might bring people out. But, you know, and he could win. I mean, I could see a scenario where he could win if he's the nominee. But if he doesn't win, if they nominate him, which it seems like they're poised to do, and he doesn't win, you got to win three states, Trump won by double digits two years ago. And that's not easy.
Starting point is 00:28:00 I mean, I haven't had time to do this, but I, you know, someone like Kyle Condick or David Wasserman could tell us, I don't think there are a lot of examples of Senate races going the other way in a state that a president won by double digits two years before. I mean, there's some. I'm sure there's some. The 06 would be a good example. But, you know, there's more partisan era where presidential voting is a better predictor of how states vote in the Senate as well. I mean, it can be done. And I think, you know, it really has to.
Starting point is 00:28:33 I mean, if Democrats don't win in these places this year, when are they going to win them? Right? If you don't win Ohio, you don't win Iowa, you don't win Alaska or Texas. When are you going to win it? And I suppose I'm just doing the math in my head. So these states, let's just say these states are plus 11.5. Trump just to be easy. And Trump is plus one and a half on election day in 24.
Starting point is 00:28:56 So let's assume there are 10 points more. Republican than the national average. And so if Trump is at 35, there Trump is it right now, in theory that is a Republican Senate candidate is at 45, let's say. And what you're, and what you're, so it does tell me that if Trump ticks back up
Starting point is 00:29:16 for the actual vote on election day is more like high 30s, then the Senate candidates maybe at 48, then it gets very, very. Or and right, and he will be higher in these states. He will be higher in these states too, right? I mean, he'll be higher in a. Ohio and Texas. A good point, yeah.
Starting point is 00:29:30 Well, no, but still, but I think, yeah, right. Right. Right. I think you are, I think you are positing the most likely scenario that Trump on election day is somewhere around 40 nationally, give or take a point, a couple points. He is in the high 40s in these states and someone's going to win them very narrowly. You know, now, you know, again, like, what, are there any of these repulsions? Republicans who can win a, who are positioned by dint of their own identity and the way they've
Starting point is 00:30:06 oriented or Trump to win, to show independence to voters who don't like Trump. I don't think so. I mean, like Dan Sullivan, John Eustod, Ken Paxton. I mean, I don't see, there's no intrinsic reason for them. Now, the whole thing will be, can they get generally right of center voters to, to view the Democrat as an unacceptable alternative, even if they can't really make a positive case. You know, and I think, look, I think Republicans are basically going to argue that you may not be happy with the way things are going, but do you want to go back to Biden, the border, inflation, although, you know, inflation now is as bad as it worse than it was in some way, depending on the month than at the end of the Biden presidency. But clearly the argument will be in,
Starting point is 00:30:54 And again, we're fighting this election mostly in Republican terrain, like in Republican House districts and Republican leaning red states. So, you know, there is going to be some receptivity to the argument of like, yeah, well, you may be disappointed in what you're getting, but do you really want to give power to the other side? Now, is that enough to overcome, you know, the level of discontent that is really, again, as I said, his approval rating is 10 point worse than Barack Obama in 2010 or Bill Clinton in 94 or his own in 2018. You know, Carter wasn't even this bad in 1978. So we're talking, Reagan wasn't this bad in 82.
Starting point is 00:31:37 We're talking historically low numbers. And Johnson in 66 wasn't this bad. I mean, I suppose when you get to the margins, which will be, let's assume they might be close to the law of these states, feels to me like. Republicans, the Democrats have a pretty good draw in terms of the candidates. And Peltola has won statewide in Alaska in a congressional race. Texas, we don't know. Tala Rico's untested, you might say, but on the United, Paxton, it's hard to believe
Starting point is 00:32:06 Paxton is as good as a generic Republican would be. Just because of his baggage. Iowa, the Democrats have a strong candidate, it seems like, and Ohio, Sherrod Brown has won. So they're kind of maybe a little bit, you know, if it were on the bubble, you might think they get a point out of those matchups in those states. Yosted's unknown, basically, and, yeah, Iowa same. So I don't know, maybe that helps some. Yeah, I want to ask you, since you're in Michigan, I want to ask for Michigan,
Starting point is 00:32:36 but I want to say first, I'm telling myself, they'll be surprised this both ways. The Democrats will lose some state they're not supposed to lose maybe to be Michigan, actually. And then they'll could win one of the either the independent candidate states, which I guess are Montana and Nebraska, Idaho, actually. Democrats seem to have stepped aside for an independent. That's obviously a reach. Then there's Florida, which, of course, has become so Republican, but you and I are enough to remember what it wasn't.
Starting point is 00:33:01 And, of course, in 2018, the Republican-Santer candidate won by one point there against the flawed Democrat, I think. And then Kansas, I don't know, we have that primary in Tuesday. I'm kind of curious about that. Marshall is really unpopular, it seems like, an undistinguished, one-turmer. And the farm, and then you get to particular issues. Does the farm economy particularly help Dems in a couple of these upper Midwestern states? Is there, are there particular other issues that are Republicans?
Starting point is 00:33:24 Obviously, cultural war issues and so forth. So I don't know. Just curious about all that. And then give me your sense on Michigan and I'll let you go. Okay. Well, before Michigan, I just, I'm haunted by this experience of, I was on Meet the Press, the Sunday before the election in 2002. I can't remember who I was on with.
Starting point is 00:33:40 And we were going through the Senate races one by one, you know. And they were all close. And we were like, you know, the Republican looks pretty good in Georgia and the Democrat. I remember thinking the Democrat looked pretty good in Colorado, and we gave our differing analysis of like why one would go one way, the other, the other way. And then in the end, they all went narrowly to the Republicans, which is not unusual in a midterm. You know, a wave election is rarely a tsunami like margins. It's like all the close races break the same way. There's like a little swell in the current.
Starting point is 00:34:17 It's not like this giant, you know, killer wave, which is like a little swell. and the current, usually from differential turnout, right? You know, one side comes out a little more than the other, and they tip the same way. So like while I am, you know, tempted to, and, and there are logical reasons for why Democrats might be able to win Alaska, but not Iowa, having to do with the share of the vote that are non-college whites and the share of the votes that are evangelical Christians. And, you know, the states line up in a particular particular order and they usually behave themselves and don't jump the line even with good candidates. But, you know, I just, I just have that 2002, 94, 2010, like, you know, when the way, when it gets big enough, like just everything kind of false.
Starting point is 00:35:14 So Michigan is really interesting. I mean, I think Michigan is, you know, most polls have, Abdul al-Sayed ahead of Haley Stevens. And, you know, we don't have a really high-quality public poll, but what we have this kind of mishmash of polls we have, they're very consistent. They all have pretty much the same story. And they have the electorate dividing in the same way that we've seen in other races with the very left candidates, which is interesting because all the Bernie-style candidates present themselves as working-class heroes and economic populace. And yet, as in other races. I mean, El Cayed is counting is doing best with college educated white voters and young people. And Stevens, the House member, is doing best with kind of the old Democratic coalition of
Starting point is 00:36:02 working class white, seniors, and black voters, you know, what I once called the wine track and the beer track in Democratic presidential. It's a classic thing. I think that the big takeaway for me from this is just how discredited, how alienated Democratic. voters are from their own leaders. I mean, the failure that the last, the dispiriting disintegration of the Biden presidency, the failure to stop Trump from winning again, the failure to put up a more effective resistance, especially in the first months, I'll have it done better, I think, lately of his presidency. I mean, that has just discredited the broad establishment warning that El-Said will have a much harder time winning in a general than Stevens. And a lot of voters are like,
Starting point is 00:36:50 really, you're telling us what's electable after, you know, 2024. I mean, the dilemma for Democrats is that in this case, the establishment is probably right. Not that he can't win. I just want to make that very clear. In this environment, anybody can win Michigan, certainly. But will it be more complicated for him? Sure. You know, I mean, I think no question.
Starting point is 00:37:11 You know, and he's an unusual candidate. He's very talented, but he's a sore winner. Like, you know, he has been openly contemptuous of Stevens. I mean, just like even in an area, I mean, with all these polls coming out within 15 points ahead, you'd be kind of looking past, you know, looking past and thinking about, okay, how to bring the party together. He was on a podcast this week saying that APEC looked around the country and found literally the least capable candidate anywhere. You know, so, you know, and as I say, black voters, I mean, there's tensions between the black and Arab community. I mean, you know, there's some of that.
Starting point is 00:37:44 But there's also this sense that, like, he is, as the minister said, view of it. him as a one-hit wonder who is more worried about Palestine than about Detroit. So, you know, he has, if he is the nominee, he has a lot of work to do. If she is the nominee, you know, the issue of young people turnout is going to be problematic, I think, for her, but less, maybe less important in a midterm than in a presidential, because not that many of them vote, you know, anyway. So, you know, Mike Rogers almost beat Alyssa Slotkin. Now, that wasn't a presidential a year turnout when, you know, the non-college whites were real. By the way, worth mentioning that in every midterm election, the electorate is about three to four points more college educated
Starting point is 00:38:30 than in the previous presidential. Like that's a very consistent pattern. So, like, if you're asking, like, how do Democrats, you know, win races in Ohio and Iowa and Texas by a point instead of losing them by a point? That could be one reason. Like, you know, if you compare, So what I'm saying is if you compare 2010 to 2008, or you compare 2018 to 2016 or 22 to 2020, each time college educated voters are about three to four points more of the electorate than they were in the presidential. And so that's, that will matter. And he's strong with that. But I do think that, you know, this will not be a gimmy.
Starting point is 00:39:08 If it's, if it's Stevens, I think it's pretty straightforward. She just rides the zeitgeist. She beats him by four points, three and a half points. If it's El Cyan, it could go either way. Interesting. Yeah. Now, that's going to be interesting. So when do you think we know, I'll close with this and I put it this way, when should we next have another conversation on Volwork on Sunday? I mean, when will we know something appreciably different after the August? I mean, it's early mid-September. I mean, what does history suggest in terms of things beginning to gel or coalesce or move or not move in terms of the overall political landscape? Well, history suggests that generic gets works for the president's party, not better, right, from the summer to the fall. So that's important. I don't know.
Starting point is 00:39:50 I mean, I would say, you know, Democrats, as I said, Dan Sina, who ran the D-Tri-C in 2018, said that Democrats are still being defined now by the national image of the party, which is negative. They have to establish their independent identity in these districts. That doesn't really happen until October, you know. I mean, that's, it's, I think we will know, you know, I mean, to me, like, I, I just keep my eye in Trump's approval. Like, again, because like, maybe this is going, you know, I go back to where I started. I mean, like, I feel like the core question of 26 has revealed itself already or has coalesced already.
Starting point is 00:40:31 Can Republicans win substantially more voters who disapproved with Trump than they did during his first term? That's it. Like, that is the core question. And other things influence that, like who Democrats nominate and, you know, what's happening in the party. But that is, like, the analytical number. The reason Republicans are not freaking out about this election is because Democrats are way underperforming what they should be by historic standards among people who disapproved with Trump. But it's not clear to me at all that that is something that is sustainable for Republicans
Starting point is 00:41:02 all the way through election day. And the other point, which you made, is that makes a big difference if that 80 versus 90 percent, winning 80 or 90 percent of those disapprovers is 80 or 90 percent of 64 percent or 58 percent, right? I would just do the math, right? If he's at, yeah, right, if he's at 62 percent disapproval on election day, you can win 80 percent of them and you'll be fine, you know, or even two or whatever it is. You don't, and, and like I said, as we were talking about, by definition, as it gets higher,
Starting point is 00:41:32 it includes more people in his base who are not going to vote Democratic, so the number comes down a little, but 10, 12 points. I mean, that just seems, that just seems different. Plus, you know, the other thing we should say is that Trump is not doing anything really to respond to the concerns of voters who have soured on him. And Republicans are doing strikingly little other than resisting the weaponization fund to, you know, establish any kind of independent identity. Unlike the Republicans in Trump's first term, you know, we saw plenty of Democrats in 22 and
Starting point is 00:42:04 2024 win Senate races in places either where Biden was underwater or, or where Harris lost. I mean, that's, you know, on 24, right? Gallego, Rosen, Baldwin, Slotkin. All won. You know, they have more leeway to be, you know, they're not a dependent variable in the Trump, in their party's equation.
Starting point is 00:42:25 So I think it is hard for Republicans to establish that kind of separation. Trump doesn't let you. And, you know, that's one thing that could allow even El Saeed to win, I mean, which is that Rogers has wrapped himself around Trump who I would suspect is going to be at 58% disapproval or higher on election day in Michigan. Right?
Starting point is 00:42:45 I mean, you know, and so it's going to be harder for them to separate in that way. So interesting. Okay, we'll have to get – I'm thinking halfway until Election Day we need to do this again. So mid-September for me is going to be – and I think we will know a lot more. I mean, you get the August recess, things either settle in or revert back to the mean a little bit or not, or there's a little dynamic sometimes of its own that is to establish. when they sell, when they get back in the district or whatever, hard for them to establish a different identity, honestly, because they're not going to be here voting on anything.
Starting point is 00:43:14 And then, but then we do get a couple of weeks in early September where you could really get a government shutdown. I mean, I feel like mid-September could be interesting. I'm guessing like the generic is like one to one and a half points better for Democrats in mid-September. And, you know, the problem, I mean, in some of these Senate races, the problem may be that polling never tells us. I mean, it's never, I mean, you know, these places, you know, these places, you know,
Starting point is 00:43:38 If Democrats win Ohio, Texas, and Alaska, how many points is it going to be by? Right. You know, maybe Alaska could get a little bigger in the rank choice. But like, if they win Ohio and Texas, it's going to be like a point, a point and a half. And, you know, it's hard to feel real confident about polling telling you that, you know. So it may be that, you know, again, like I'm like with all of this stuff moving around, what's Trump's approval? How many of those disapprovers are leading toward voting Democrats? It's like just like that's that, at least for me, that's like my eye on the ball kind of thing that I'm watching.
Starting point is 00:44:13 No, that's terribly helpful in helping us keep our eyes on the ball. So, Ron, thanks for taking the time to join me today. I have an easy flight back from Michigan to California. Thank you. Yeah, we'll do this again. We'll be in touch, of course. Anyway, we'll do this again in six weeks or we can do it more sooner if there's big news or something that really makes you think, you know, things are going one direction or the other. So anyway, thanks, right.
Starting point is 00:44:33 Always good to be with you and the bulwark audience. Thanks. And thank you all for joining us. simple work on Sunday.

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