Bulwark Takes - Yes, Democrats Could Win the Senate in 2026 (w/ Ron Brownstein)

Episode Date: February 8, 2026

Senior CNN political analyst Ron Brownstein joins Bill Kristol to discuss the Democrats chances of winning the Senate during the 2026 midterms....

Transcript
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Starting point is 00:01:04 Very pleased to be joined by Ron Brownstein, really one of our best, maybe our best, political commentator, election analyst, a veteran of many cycles and many very intelligence and informative commentaries on our elections. So, Ron, thanks for joining me. I should say you can read Ron at CNN, at Bloomberg, watch them on CNN, read his latest book. What is that? Rock me on the water. Lock me on the water, on culture, music, movies in L.A. and 74? L.A. in 1974. L.A. in in 1974, yep. Yeah, that's very interesting. I've read some of it. And the, you and I discussed, actually, once the discussion of all in the family and the late Rob Reiner and stuff and how important that was. Do you discuss Springsteen in the book? I can't remember. Only briefly as kind of the turning of the page in 75, as cultural influence moved back to New York with the punks and born to run and a bunch of
Starting point is 00:01:57 other developments. But yeah, Patty Smith. But I did just write, you know, I wrote a piece this week actually in Bloomberg looking at kind of the split screen. And this is true, Bill. I think you would agree in almost every sector of society where the leaders of the entertainment industry, the people who own it, are bowing to Trump. And you're seeing this tremendous mobilization among the artists, right? The people who create the popular culture. And the same thing, I think you're seeing in law firms, universities elsewhere, the people at the top are looking for ways to profit or get by through these kind of assaults on the constitutional system and ordinary, you know, folks, if you count Bruce as an ordinary folk, are looking for ways to push back on it.
Starting point is 00:02:40 As I point out on the story, you know, this was pretty much the model up and up through the early stages of the Vietnam War where the people who ran the intertime industry lean right and the artists particularly after Roosevelt, you know, lean left. And actually, I think the period we're in now is a lot like the early Vietnam War. People remember, you were on campus, people remember the period after 68 when there was widespread opposition to the war. Up until 1968, there were very few voices anywhere in society who were willing to criticize it. And that gave a lot of importance to the few artists, to the artists who were like Paul Newman, because they were some of the, Robert Vaughn, the man from uncle, they were the only people in society who had a platform who were willing to
Starting point is 00:03:20 stand up and, you know, and say something. And I think we're in a situation like that today where the political impact of artists is magnified because so many other voices in society are silencing themselves. But that is not what we heard of thought. No, that's interesting. We have to have that discussion soon because it's, and I saw Springsteen's, I don't know if it means anything. You would know more about this is song, the number one selling the Minneapolis song, you know, in the U.S. last week or something like that. But we should discuss that at some point. We actually are supposed to be discussing the 2026 elections, which are not unimportant and which you've given a lot of thought to and written about.
Starting point is 00:03:52 We're a little less than nine months away. big mid-year elections. I want to really go get a pretty granular way on a state-by-state on the Senate, which I think has been under kind of analyzed and covered compared to the House. But let's begin with the big picture. What do you, how does it look?
Starting point is 00:04:09 So to me, the single biggest picture is, again, pop culture reference, the fundamental things apply, as Bogart would say, in Casablanca or we said to him in Casablanca. And by that, I mean, it often seems as if Trump has repealed all the laws of political gravity. But what we have seen over the last year, as we saw really in 2017 and 2018,
Starting point is 00:04:31 is that he is not immune and his party is not immune to the laws of political gravity. And the most important of those laws in modern American politics, we have moved into a quasi-parliamentary system where voters are making their choices less on how they feel about the two individuals on the ballot and more about which party they want to have their hand on the rudder, which party they want to be running things. And they make that judgment overwhelmingly based on their assessment of the performance of the incumbent president. I think it is unequivocal that the single most important factor in midterm, in fact, every off-year election during a presidency is the approval rating of that president. You know, in 2018, in the national exapult, 90% of the voters who
Starting point is 00:05:20 disapproved of Trump voted Democratic for the House. In 2020, 93% of voters who disapproved of Trump voted Democratic for the House. And what we saw in 2025 is that even though the image of the Democratic Party is really weak, and we'll talk more about that later, that simply doesn't matter as much as views of the party that is out of the White House never matter as much as views of the president who is actually in the White House. And in, you know, the key. The key numbers to me was that in 25, Spanberger in Virginia and Cheryl in New Jersey, both won about 93, 94 percent of people who disapproved Trump. Even Jay Jones, right, the Attorney General candidate, where you live, who had a certain amount of baggage, saying tweets about,
Starting point is 00:06:07 you know, or texts about, you know, fantasizing about violence against his political party. He won 89% of people who dissed Trump. I just want people to file that 89% number away because we're going to come back to it. But so to me, you know, basically, what we're seeing in 25 points toward a very conventional dynamic when you have a president who is facing as much public resistance as Trump is now, which is that the vast majority of voters who disapprove of him are going to vote for the other party, no matter what they think about it, even if they don't love it. And second, that the party out of the White House is much more motivated as we continue to see in these incredible special election results, including one last
Starting point is 00:06:44 night, I believe, in Louisiana, another state legislative race. So, you know, if the big if Would you accept this a slight, also footnote to remember it? This is especially true, Shirley, when there's a midterm election, when the president's party has controlled Congress. Yeah, oh, yeah. So this is sort of the only way a voter can check a president and his party if they disapprove of certain things past that that president and party are going down. Absolutely.
Starting point is 00:07:13 I mean, there's a deep cycle here. No president, as I've written, no president has gone into a midterm election with the unified control of government and held it through that midterm election since Jimmy Carter in 1978. The last five presidents who went into a midterm with unified control, and there's the asterisk, because Bush did not have unified control in 01, oh, two, we got it in O2. But the last five presidents who went into a midterm with unified control, your scenario where voters could see clearly who was in charge because they controlled everything. So what were the last five presidents who had that that situation. Biden in 22, Trump in 18, Obama in 10, Bush in 06, and Clinton in 94. They all lost,
Starting point is 00:07:58 voters revoked, unified control from them. That has never happened in American history. I mean, I went back on rainy day and looked at this. There's never been five times in a row where a president has gone into a midterm with unified control and voters took it away. Closest was in the period right before and right after the Civil War, which is like ours, a period of great, political disruption. So, you know, by both that, both of these longstanding patterns, that we are mid-term elections are parliamentary elections fundamentally based on assessments of the president, not on the party, out of the White House, and the inability of either side to establish a durable advantage over the other, going back to the late 1960s, the longest
Starting point is 00:08:41 such period in American history, I believe. Both of those point toward this being a rough election for Republicans with the big asterisk, of course, if it is a normal or anything approaching a normal election. Right. Well, that's another thing we go. You know, you always have to keep door number two in mind here. Like, we're going to analyze this on the conventional metrics, but there's a whole other scenario where, you know, a much darker scenario. Which we've, yeah, discussed in other shows and written about a lot quite a bit of trying to write about. And that's another thing we can discuss it on another thing. And the final point I suppose just on this big picture is, just to be clear, Trump's approval, disapproval is about where do you think? And how does that compare to,
Starting point is 00:09:22 I mean, previous presidents? In 2018 in the exit poll, nationally, it was 45 approved, 55 disapprove. It varied a lot by state, which has huge implications for the Senate, as we'll talk about. I suspect it's going to be a few points lower than that on election day for approval and a few points higher on disapproval in 26 than it was in 18. I mean, I'm not sure right now he's probably, you know, you were talking about it. I mean, in these national averages, probably somewhere like 41, 57, 58, something like that in his national average, maybe, you know, there are polls all the time with him at 39 and 40 now. I would be surprised if it is that low on election day. If it is that low on election day, Republicans are going to have a catastrophic night. More likely, I think it drifts up a
Starting point is 00:10:10 little bit, but doesn't get back to where it was in 2018. I think he's in a weaker position on Election Day 26 than he was on Election Day 18. And again, just keep that number in mind. In 2018, 90% of the voters who said they disapproved to Trump voted Democratic for the House. In 2020, 93% of the voters who disapproved to Trump voted Democratic for the House. Cheryl and Spanberger were both in that 93% range in 25. And I would be shocked. if that is not the number. So the, you know, it's virtually point for point bill, right? I mean, like each point of increase in Trump's disapproval will translate into virtually a point for Democrats in their popular vote margin. And that obviously, and that's going to be critical because the,
Starting point is 00:11:00 in one way, the landscape, as we're going to talk about, is not as favorable for Democrats as it was in 2018, there are fewer seats they can contest where Trump has a narrow margin or Republicans and Hillary in Democratic one seat. So we'll talk about that. But it's almost point, the important point is it's almost point for point. I mean, his disapproval rating really is the single most important factor in how far this election go. And not only overall, but how it sorts out among the various groups in the electorate, the demographic cohorts in the electorate. Yeah, so let's get, let's get that. Yeah, I notice. I looked up just before we're talking the Nate Silver average, the New York Times average,
Starting point is 00:11:41 which are pretty, I think, conservative averages in the sense of they, they weight better polls. They're not, they don't quite, you know, if there's one poll showing Trump at 3760, they don't, it tends not to change it that much. They both are basically at 4155, which if you just normalized to 100, which is probably a sensible thing to do, you get to 4357, which would be, which would remain Trump now is slightly weaker by a couple of points, as you were saying, than he was. And that's what I would expect. And if you think it sticks around 4357,
Starting point is 00:12:08 Yeah, if you're losing 93% of the 57, you're, you're, you're, no, it could be more, it could be less, there's turnout, there's off here, but we'll, a lot of things to talk about. So let's assume, I'm just going to stipulate that he's likely to lose the House unless you, the Republic is likely to lose the House unless you want to, no, no, and we can talk about that. Yeah, yes, yes, but I mean. Again, no, no president has defended unified control through a midterm since Jimmy Carter in 1978, and it's hard to imagine that a president with approval rating that's going to be 42 or 43 in Election Day.
Starting point is 00:12:38 is going to be the one to break that 50-year pattern. So then we get to the Senate, which is really what I want to focus on. So I think you've written about this, too, that the Senate's been a little under-analyzed and underappreciated. It's a rough map for Democrats. You'll explain that. So let's say we, so let's talk about the Senate. Right now it's 503-47. Talk about who controls what and what could happen.
Starting point is 00:12:59 Yeah. So before you get to the individual races, I think I want to give people a framework to kind of understand what Democrats are dealing with not only this year, but in general. You know, I said before that, you know, one of the mega stories of both of our political lifetimes is the conversion, the transformation of our elections into quasi-parliamentary elections. And the best measure of that is the increasing correlation between how states vote for president and how they vote for Senate. And to the logic, not as quite big, but still, governor, certainly Senate. You know, elections that we remember, when we were both starting out in politics, administrations that you will remember, Ronald Reagan and George W. Bush won 38 states, H.W. Bush, excuse me, Ronald Reagan and George H.W. Bush won 38 states in all three elections of the 80s, 84, 88, 38, 38 states three times. But at the end of that, in 1989, when you were going to work in the White House, Democrats still had a majority of the Senate seats in those 38 states, right?
Starting point is 00:14:02 38 states voted three times Republican president, Democrats still had a majority of the Senate seats. Today, the picture is very different, and it is the key to understanding the Senate. There are now 25 states that have voted three times for Trump. That is the most states, either party has won over three consecutive elections since Reagan and H.W. Bush. Today, whereas Democrats held the majority of those seats in the 38 Reagan Bush states, today Democrats have zero, zero of the Senate seats in the 25 states. Voted three times for Trump. 50 three times for Trump, 50 Republican senators. That's a pretty good base for the Republican.
Starting point is 00:14:40 That's a pretty good base. You know, and look, what Trump has been able to do is consolidate the Republican hold on the places that already lean red. In 20, after he was elected, there were seven Democrats left in those 25 states after he was elected the first time. It got to eight with the special election with Doug Jones. And systematically since then, they've eliminated all of them, you know, Claire McCaskill and Heidi. Hyde Camp and Joe Donnelly and Joe Manchin seat, Tester, sure. So right, the core, you know, Democrats are nearly as basically, they are as strong in the states that voted three times against Trump, but there are only 19 of them. Democrats have 37 of the 38 Senate seats and the 19
Starting point is 00:15:27 states that voted three times against Trump. And they have a very good chance to get the last one this year, which is Susan Collins. Okay. So that Democrats. States that have gone back and forth. And the reason Democrats are competitive in the Senate is because they have 10 of the 12 seats in the states that have gone back and forth at any time in the three races, which are Michigan, Pennsylvania, Wisconsin, in the Rust Belt, and Nevada, Georgia, and Arizona in the Sun Belt. Democrats have 10 of their 12 Senate seats, which I would argue to you is probably not a sustainable advantage in places that are swinging at the presidential level.
Starting point is 00:16:04 It's kind of striking that you could be that high. And what that says to me is that ultimately the near term and the long term is the same question for Democrats. They have to establish some beachheads again in the Trump 25, as I call them, the red states that lean Republican at the presidential level. So to me, to get back to a Democratic Senate majority, obviously job one is to beat Susan Collins and to get to 38 out of 38 in the 19 anti-Trump states. Job two is to defend their, the two seats they have in the swing states that are up this year in Michigan and Georgia.
Starting point is 00:16:48 Okay. Now, in an environment where Trump's approval is as low as it is, I think both of those are very doable. Like, I think it is very doable for John Ossoff to win. I think it is very doable for whoever the Democratic nominee is, assuming it's one of the women and not the, the more liberal, progressive guy, I think it's very doable in Michigan. Like, you know, Trump's approval, if Trump's approval is 43% nationally, it's not going to be over 50 in Georgia or Michigan.
Starting point is 00:17:17 And it's certainly not going to be over 50 in Maine. And so I think both of those are doable. The key question for Democrats this year is the same question as it's going to be going forward. Can you break into the states where they've basically been, eradicated in the Trump era. So that would mean in this case, probably in order, Ohio with Sherrod Brown, Alaska, Iowa, and Texas. I want to put Kansas on that list, but I'll come back to that
Starting point is 00:17:48 in a minute. Yeah, Kansas and so forth. The, the, you know, and so really, is there a path for them to get to 51? I think there is. But it requires them to do the same. same thing they would have to do to establish long-term viability in the Senate, which is expand them at it. If you are giving away 50, needless to say, if you are giving away 50 seats before you, before the kickoff, you know, the only way you get a majority is by running the table and everything else and having the White House. So the key question is, can they break into, break back into, loosen the grip of Republicans on the Senate, on the Senate seats in the states that Trump won three?
Starting point is 00:18:32 Just to put an exclamation point on your point, which you've said this elsewhere and written this at some length. It's not just sort of a mystical thing about, well, Trump's at 43. I think you're, have you said, am I right about this? Apart from Susan Collins, Republicans have not lost a seat in the Trump era, Senate seat, where Trump was above 50%. They have not, they did look. They did. I got it backwards. You say it correctly.
Starting point is 00:18:57 Susan Collins in 2020 is the only Republican Senate, incumbent or challenger who won a race where Trump's net approval was negative, according to the exep polls. In that state, in that state. In that state. The only Republican- So Trump being under 50 is very, very, very good for Democrats. It is- Trump being over 50 in the state is- is usually good for Republicans. In 2018, Tester, Mansion, and Sherrod Brown were able to win in states where Trump was over 50. And obviously in 24, you had Slotkin and Gia.
Starting point is 00:19:32 and Jackie Rosen and Tammy Baldwin, I think I'd all four of them, win in states where Trump won. Right. But more often than not, if he is over 50, it's really hard. People watching this are kind of political junkies enough to remember all the excitement in 2020 around Democratic challengers in all sorts of red states, Kentucky, Kansas, South Carolina, Montana, Texas. And Democrats, those Democrats were Amy McGrath. and, you know, they raised enormous credit Iowa.
Starting point is 00:20:07 They raised incredible sums of money. Trump won all of those states and Democrats lost them. Trump was on the ballot in 2020, which is not in 26, so maybe a little give. Steve Bullock in 2020 was the only Democrat who won, I think, more than 10% of voters who disapproved of Trump, who approved of Trump, excuse me. But the reverse is also true. Like the reverse is really important. Maybe this year will be different, you know, past performance, no guarantee of future results. But the fact is, is that if you look at every exit poll conducted in 2018 and 2020, again, Susan Collins is the, in 2020 is the only Republican Senate incumbent or challenger who held their Democratic opponent to less than 89% of people who disapproved the Trump.
Starting point is 00:20:54 And that was the number that Jay Jones got, right, in Virginia. Like he got 89% of people who disapproved Trump. You know, we saw 90, 90% plus of people who just Trump vote Democrat for the House. I think it is, you know, could Roy Cooper win in North Carolina with Trump at 51 because he's such a strong candidate? Yeah, probably. Could Sherrod Brown possibly win in Ohio with Trump at 50 or 51? Possibly. More likely, Democrats are going to need Trump's net approval to be negative to win a,
Starting point is 00:21:28 Senate race. Peltola, too. She might be able to, she might be able to win a 50-50 or 51-49 split because she has such a personal appeal. More likely, the vast majority of Senate races can be predicted by whether Trump's approval is net negative or net positive. And if Trump's approval is at 43, let's just say, yeah, 43-57 nationally, he's probably on the bubble in some of these states. I mean, they're not going to be 15 points better than the national average. No, that's it. They're not going to just be two points better, right? They're going to be in the seven-ish range. I mean, I guess, is that right?
Starting point is 00:22:03 I mean, you got it. I mean, this is the battle for the Senate, like in one, how much higher than his national approval rating is Trump's approval rating going to be in Ohio and Alaska on Election Day? Because I don't think, like, Sherrod Brown and Mary Poltola are candidates who are not going to drive away a lot of the voters who disapproved of Trump. I mean, they're just, they're not, you know, Republicans are not going to be able to demonize them to the extent. like even when they do demonize them. You know, it's not like it, you know, again, like it wasn't like, who be Clement Caskell, Eric Schmidt. Like, it wasn't like he, it wasn't like he won a lot of people who disapproved
Starting point is 00:22:40 to Trump. It was just that so many people approved of Trump, you know? Like, you, you, this is a very powerful law of modern politics. It really so many, so much else pivots on the assessment of the incumbent president. Now, here's where it gets, here's where it gets, here's where you. you have to kind of have one more level of nuance, which is, you know, Trump's core constituency has always been whites without a four-year college degree, working class white voters. That has been the core Republican constituency since Nixon and Reagan, but Trump has pushed the advantage to
Starting point is 00:23:13 historic margin. Each of his three elections, not only the exit polls, but everything else agrees, he won about two-thirds of white without a college degree, which was the best performance for any candidate in either party since Reagan in 84. That really matters in the United States, but the Senate because in six of the 10 Senate races that both sides consider the most competitive, non-college whites significantly exceed their share of the electorate nationally. And in two more, they exceeded slightly. So in eight of the 10 Senate races that we're talking about, non-college whites exceed their share of the national electorate.
Starting point is 00:23:48 And that obviously, you know, that matters because what is Trump's, like, like when Trump's, when Trump's disapproval rating nationally in 2018 was 55% in the exit poll, I think it was only 35% among non-college whites. I mean, so like it's possible that Trump could be really weak in white collar, suburban districts, and Democrats can kind of, you know, run the table on what's left of them. But if he remains strong with working class whites, the Senate map is still really hard. By the way, as is the House map, if we want to talk about that. Now, that's why it's so significant. that we've had four or five polls since January 1st with this disapproval among non-college whites
Starting point is 00:24:32 in the 48 to 51% range nationally. So Pew, Marist, CNN, and there is another one that all have put it, and even the ones where, even the ones that put it a little lower, like New York Times, CNN and CBS, Yes, they put it in the low 40s among non-college whites, low 40s disapproval. Democrats don't have to win non-college whites to win in almost anywhere. I mean, maybe in Iowa they do, but in most places they don't.
Starting point is 00:25:06 Like Sherrod Brown does not have to win non-college whites to win. But when he won overall in 2018, he won 45% of them. When he lost in 2024, he won 35% of them. So if Trump's disapproval rating among working class whites is somewhere between seven, eight to 10, 12, 15 points higher than it was in 2018, that to me is the pathway to a Democratic Senate. Like, you know, and so can it stay that high? Like, you know, they are pretty, they are pretty disappointed in his economic agenda. I mean, you get a plurality or majority sometimes of non-college white saying his agenda has done more to hurt than help the economy.
Starting point is 00:25:48 It's done more to raise them lower prices. New York Times, Sienna has families. that. CBS has found UGov has found that. You know, there's even a backlash against ICE enforcement, although he has a lot of support on immigration and on cultural issues in general from them. But if you were going to ask me, like, can Democrats win the Senate? I would say, tell me what Trump's approval and disapproval is among working class white voters in the fall. Because as you say, you know, I actually don't think, I don't think like his approval among non-college whites or in Ohio or Alaska will be much different or will be much different than it is nationally. The place where it is different, this may be more than you want to know,
Starting point is 00:26:28 but the place where it is different is the South. Because in the South, so many of the non-college whites are also evangelical Christians. And that moves the overall number up. You know, I can tell you from Pew Poll, because they have a sample big enough, and I've asked them to do this, I haven't put this in print yet, but Trump's disapproval among non-college whites, are not evangelicals, which really matters in places like Maine, Michigan, Minnesota, and Ohio is majority. He has majority disapproval now among basically what we think of working class
Starting point is 00:27:03 whites outside of the South. And the evangelical thing pumps it up. So that's, you know, that's an issue for Roy Cooper because so many of the, you know, that's why Democrats get more like 20 to 25 percent of non-college whites in North Carolina, Georgia, and Texas. And they, on a good day, can get 38 to 45 in the Rust Belt states because there's fewer of them are evangelicals. Yeah, it's interesting. So the reason I mentioned Kansas earlier just to give you one state that's not quite been on people's radar. So a young man I know is running in Kansas, which is far Patrick Schmidt, a one-term state senator. We had a good race, but lost in 22 for a congressional district, but a 34-year-old veteran, moderate Democrat. Marshall's,
Starting point is 00:27:45 who's an incumbent one-term senator in Kansas, is unpopular. It seems to not have been a very effective politician in the state is reelects like 38 or something in this. So they did a poll or someone did a poll. I think they indirectly encouraged it. It seems like a pretty reasonable poll. It was, you know, they asked who people voted for in 24 and they correctly captured the election, which is always a pretty good sign, right? Right, right.
Starting point is 00:28:08 It's not a wacky poll. Trump's approval in Kansas in this poll was 4846. Yeah. And that's Kansas. I mean, he won the state by obviously more than two points in 2024. So, I mean, I feel like that's probably, now that just normalize that to 100. That's 51.49. That probably isn't enough for, you know, maybe that's enough to drag Marshall across the finish
Starting point is 00:28:28 line by two or three or four points. But if that goes down two more points, if Trump's even, you know, and Kansas. And Kansas is older. It's non-college-ish. 46% in 2024. Just looked it up. Four. 46% of the vote in Kansas in 2024 was non-college white.
Starting point is 00:28:45 So it's well above the national. Maybe not so evangelicalist. Southern states. Yeah, I'd have to, that I have to look on a different piece. Anyway, who knows? But anyway, I'm just saying that's where these states can come. I mean, it's probably still uphill, obviously, but this is, and they, I do think Kansas, Iowa, this is what Patrick tells me, and I think it's reported a lot.
Starting point is 00:29:03 They are the farm economy's bad. Yeah. And this is a little unusual. It's not just generically bad. It's, they think it's bad. They probably is really bad because of Trump's policies. I mean, the soybeans are rotting in these, whatever they've rot in these silos because of Trump's trade policies and try to decide not to buy it.
Starting point is 00:29:20 It's more linkable. You know what I mean? The causality is clearer. And Roger Marshall has done nothing to stop Trump from this idiotic terrorist policy. I mean, I think it's an easier message than maybe in some of these other states. Well, and look, Iowa will be kind of on the same trajectory a little ahead of, you know, but again, like Iowa is a state where I think it's 56, 57 percent of the voters are non-college whites. I mean, it's a big, and there are a lot of them are evangelicals in Iowa, you know, And evangelical, you know, I'm trying to remember the exact acronym.
Starting point is 00:29:52 Mike Podhorser always was very focused on non-evangelical, non-college white women. So I think it's N-E-N-C-W as critical for Democratic. Because generally speaking, you know, the blue-collar white women are a little more open to voting for Democrats than the men, not vastly. And they were critical. And the biggest reason, I think Trump's president again, is because Harris could not get enough working class white women to vote for her in Michigan, Pennsylvania, and Wisconsin. But again, like this, you are seeing cracks in Trump's grip on these voters that we have not seen before. When his disapproval rating among working class whites is in the 50% range as multiple
Starting point is 00:30:36 polls are now having it, that is the pathway to a Democratic Senate if it sustains. And it is the pathway to bigger gains in the house, you know, because the story in the House, which I haven't talked about, is pretty similar, which is that Democrats don't have as much low-hanging fruit as they did in 2018. I mean, they start, first of all, I start with 20 more seats. So it's sort of logical. You know, they were 195 going into 2018. They're 215 now. But if you look, you know, going into 2018, there were two dozen, I think 25, ultimately,
Starting point is 00:31:05 Republicans in districts that voted for Clinton. Now there's Larry Sabato's team at Center, you know, Center for Politics at the University of Virginia. They just calculated, even with their... the redistricting, there are only eight. There are eight Republicans in districts that voted for Harris now as compared to 25 in districts that voted for Clinton. And there are, I, from their, from their new data, they've tried to, they've tried to update it through all of the redistricting. There are only 17 more House Republicans in districts that voted for Trump by less than five. I'm sorry, only five more, 11 Republicans in districts that voted for Trump
Starting point is 00:31:43 by less than five. So you've only got about 20, you know, really highly, highly vulnerable seats in that way. And of course, with the redistricting, there are now 16 Democrats in districts that Trump won. And Republicans are not going to win all of those, but they are going to win some of them. So, you know, Democrats are kind of in the same situation where they're going to have to go into Trump country. And when you go into Trump country, it triggers the same demographic dynamic I talked about. in the Senate. If you look, Democrats have 37 seats that they are formally targeting, 37 Republican held House seats they are targeting. 26 of them have more non-college whites than the national average, right? Because once you get
Starting point is 00:32:26 into Trump country, that's where you're going. Yeah. So it's the same dynamic. If, you know, what, what is his disapproval among them? And let me, let me, I'm sure people are thinking, okay, well, yeah, there may be a lot of blue-collar white guys. who don't think Trump has given them all they wanted, but they really hate Democrats. They hate Democrats on him. They think they're open borders, trans, crazy, woke maniacs. And even if they disapprove of Trump,
Starting point is 00:32:57 they're going to vote Republican anyway. And I would say, of course, that could happen, but that is not what has happened. Okay. If you look back at 2018 and 2020, non-college whites who disapproved of Trump also voted 90% Democratic. Non-college whites who disapprove of Trump are as likely to vote Democratic as pretty much anybody else, college whites or non-whites who disapprove of Trump.
Starting point is 00:33:26 So there isn't like this extra layer of defense, this castle keep for Republicans, where people who, you know, they break through the first wall of disapproval of Trump, but they're still held back from voting for. or Brown or Feltolla because, you know, because they think they're going to open the borders and have sex change operations at school during the day. If they disapprove of Trump, history says most of them, the vast majority of them, in fact,
Starting point is 00:33:56 are going to vote Democratic. Yeah, two final points. I'll let you go. I guess I've been struck, this baby is just my age compared to a lot of the people I talk to. I feel like if you're 40, which a lot of very good political analysts and operators are and a lot of candidates.
Starting point is 00:34:11 They haven't seen a real wave election. They saw, you know, real movement at 18, obviously. But, of course, in the Senate, the Republicans won a lot of those key races. So it wasn't a huge. They didn't lose both houses. 2014, the Republicans finally picked up the Senate, you might say, after all these years. But again, the House was already Republican. 2010 is the last true mega wave.
Starting point is 00:34:33 That's a mega wave. Right. Even then they didn't win the Senate. No. But they won 63 seats in the House. Yeah. And then 06. So that goes back 15 years, 16 now, I guess.
Starting point is 00:34:43 And so that's already means, unless you were paying close attention when you were 19, you know, if you're 35, you didn't really, the feeling of a wave is different. It tends to accelerate during the year. We saw that in 06 in a big way. You pick up some states come into play that weren't supposed to be in play. Individual candidates make a mistake or two, which would normally be survivable, George Allen and Virginia in 06, for example, which I was watching pretty closely. I was here.
Starting point is 00:35:04 And I was for George Allen. And then he makes one mistake. and it's sort of snowballs, and suddenly Jim Webb as the senator from Virginia, not considered a very, you know, likely candidate to be a bad. So I think could, now, the counter argument is there's so much polarization these days, you just can't get that kind of wave you got in 94-06.
Starting point is 00:35:25 I don't know, where are you on this sort of, could this be a way? It feels to me, these off-year things have a real wave feel to it. I come back to Virginia where I look. They picked up 14, I think, House of Delegates, I mean, seats, they picked up seats all over the place. These were not, it wasn't because people looked at the individual candidates,
Starting point is 00:35:38 to respect to them. Absolutely. You know, it's parliamentary. Outside of Richmond or something is that this guy's really great. I'm really disappointed in my Republican member of the House of Delegates. No, they just wanted to vote against Trump. And I think you see that, obviously, in the Texas special and so forth. So is it could be a real wave, I guess, is my first question.
Starting point is 00:35:56 And then the second question, just to put them both out here is we're nine months out. I mean, what could change? I mean, are we looking kind of, do you think likely at the playing the kind of environment more or less that we're going to have? or what would be the big wild cards? That's what I was right to say by definition is the wildcards. But so, anyway, those two questions. Wave and what could change.
Starting point is 00:36:16 Yeah, well, first of all, I mean, you know, Trump's overall standing is as weak as it was at any point, really in his first term. The lowest point was in his first term was in August of 2017, right? It was between Charlottesville and the attempt to repeal the ACA. This is, what, six months later? We're six months closer to election day. There's less time for him to recover. And as I said, I think he is going to be.
Starting point is 00:36:38 in a weaker position on election day than he was. Now, when you get a wave, you know, you do get people losing who no one expects. Now, in 2018, Democrats won, I think, five, beat five House Republicans in districts that Trump won by 10 or more. Yeah. Okay. So that, and some of that is probably going to happen this year. In fact, in 2010, I think, 2010, I'm just looking at the number.
Starting point is 00:37:02 Republicans beat 15 House Democrats in seats where Obama got at least 55% of the vote. So like a real wave can overspill the boundaries and get into places that you don't expect. I think, you know, the special election signals are even better for Democrats than they were in 2018, 2017. The generic ballot is not yet as promising for Democrats. believe the generic ballot in the end will bend toward the presidential approval, not the other way around. I think the presidential approval is a better signal of where we are. I would not be surprised if Democrats get back somewhere to like where they were after 2018, where somewhere in the neighborhood of 230 to 235 house seats. As you get past that, you start having to get into places
Starting point is 00:37:54 that are really pretty heavily white working class, and that would be a real realignment. I think the Latino districts are going to be a problem for the Republicans. I think that that clearly is eroded for Trump. I think the few Republicans hanging on in heavily white-collar districts like Tom King Jr. in Jersey or the Tom Bacon seat, there aren't that many left because Democrats really swept them in 2018, but I think they're going to gain in those. And the regulator of how far this goes in both chambers is how far you get into those white working class districts that tend to be more Trumpy. Anything could change it. But the history is that, you know, I think we're looking at a Trump disapproval that is at least as high as it was in 2018.
Starting point is 00:38:36 It's interesting, I looked at Bush and the final thing. It was 2006, which I remember that election year pretty well. Bush's disapproval was low, lower than Trump's now, but it didn't change that much in the actual 06 year. Yeah. Killed in it, it collapsed in late 2005. What was his disapproval then, roughly? He was at like 38 approval, I think, you know, on election.
Starting point is 00:38:57 Oh, so it's lower. Yeah, it was in the high 30s. but I'm so lower, but, and actually after that election, Bush, the Republicans had 1 in 04, they control everything like Trump after 2004, 20 years later. And I think after that election, Dems ended up 51, 49 in the Senate and 233 maybe House seats, 21. I wonder if that could be, you know, that would be sort of a happy story for the Democrats, but not perhaps impossible.
Starting point is 00:39:23 It does probably require, I always come back to this knocking Trump's numbers down a couple more points, you know, but as you said, it's so important the point you make. 90% if you're getting 90% of something, let's just do some elementary math here. It's point for point. You got to change the denominator. I mean, you can try to go from 91 to 93, I guess. But it's a lot easier just to knock down the denominator. Yeah, no, no, no.
Starting point is 00:39:44 Absolutely. And I'm not even sure they have to knock. I mean, I just think that like if he, it's not only, I guess it affects the overall, but it's like, it's the composition of it as well, right? Like, clearly, you know, Trump's disapproval, Trump's approval among Latinos is 15 points below his vote, you know, consistently. So, and again, what we saw in that, in that Texas Tribune had a great story yesterday, looking at the precincts in that Texas State Senate District that flipped. And it was heavy Latino movement, you know, Perth Amboy, is that right?
Starting point is 00:40:13 Is that right? The Texas, the Central District, which is the size of congressional district in Texas. Again, you know, our precincts that had the biggest movement. Just like Bessiac and Patterson and Perth Amboy. I mean, you know, like the fundamental things apply even to Trump, his approval among Latinos is down and the Republican performance among Latinos is suffering, whether it's people switching or people who voted for him feeling too disillusion to come out, you know, hard to disentangle that, but it's both. The college white men is down. And as a result, you know, the last few Republicans in these heavily white-collar districts are going to struggle. And John Ossoff is probably going to win a higher share of college-educated white voters.
Starting point is 00:40:59 than he did in 2020. Like, you know, and, and that'll be the case in Michigan and in Maine. Like in Maine, Susan Collins has ability to, has had an ability in the past to kind of pull over a lot of college-educated, older white women who just like Trump. I don't think it's going to be anything like that again, particularly if it's, if it's the governor. But, again, it comes back to, okay, in Ohio and in Alaska and in Iowa, are there enough working class whites who have soured on Trump to say, you know what, we need a check on him.
Starting point is 00:41:36 He's going too far in all of these ways. And he's not giving me the thing I wanted most, which was improvement of my cost of living. And that to me is the, you know, if we had a like divine out of all of this conversation, one thing that will decide how far Trump, the Democrats go in 2026, like I would say if there would have been divine one thing that decides how far Democrats going. it'll be Trump's approval, disapproval among non-college whites and how much weaker it is than 2018. It's very helpful. This is a very helpful conversation and very interesting, and we have to do it again in two or three months. We'll know, we'll have a state of the union. We'll have other,
Starting point is 00:42:14 of course, the economy, a bunch of things will happen, I suppose. When do you think, final, final questions? Yes. Let you go. Is there a moment when things start to really fall into place and you can sort of stay with more confidence what's going to happen? Is that a summer thing? Or is that a all thing, or is it just goes through the year and you can't really know ahead of time, when the inflection points might be, if any, or the election quants, you know, study this all the time, but generally speaking, a president doesn't strengthen in the midterm year. Like that does not usually happen, especially Trump is in his second term. You know, it doesn't feel that way because of the
Starting point is 00:42:51 break. But, you know, other than Clinton in 98, second term midterms have been especially miserable. You know, Eisenhower in 58, Johnson in 66, Bush in 06, Ford Nixon in 74, Reagan losing the Senate in 86. You know, I mean, generally speaking, 1938 for Roosevelt, which was the biggest loss of House seats, 1918, losing the Senate for Wilson, right, which obviously led to world historic events. So, you know, historically it doesn't get better and usually it doesn't get better in the second term. So I would be, you know, I would be surprised.
Starting point is 00:43:40 I mean, like I said, I think it'll be a little better than it is now, but not vastly better. And I think on balance it's going to be weaker than 2018. And that puts Democrats certainly highly favored to win the House and puts them on the brink. I mean, I think Alaska and Ohio, should be quite close. Well, interesting.
Starting point is 00:43:57 Okay, we'll get back together in two, three months. Let's do it. Earlier, if there's some big events, to really go over, this has been very, very helpful. And thanks for taking the time, Ron, really appreciate it. If it's Sunday, it must be the bulwark. That was good.
Starting point is 00:44:07 I didn't even tell Rod to say that. It's amazing. But, you know, I remember during the Clinton and W. Bush and Obama years, when I did meet the press and face the nation more, you know, regularly. They did have shrimp at the end. I'm just pointing that out, okay? I'm just, I'm just saying. Well, in our, in our fictional green, in our, what is it, virtual green room,
Starting point is 00:44:28 in our virtual green room, feel free to have some shrimp there in Los Angeles. Thank you. All right. All right, Bill. Good see you, man. Ron, good to see you. Thanks again. Thank you all for joining us.
Starting point is 00:44:37 We'll work on Sunday.

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