I want to start today by explaining why my audio sounds like garbage. I don’t have my usual mic — or my webcam, or laptop, or clothes — because everything was stolen out of our rental car while we were eating at Burma Superstar in Oakland. I lived in this city for nearly a decade and never once got ‘bipped.’ This time, someone smashed the window, glass flying right over the car seat where my baby had just been sitting, and took every bag they could find. My wife’s stuff, my stuff — all gone. They even took the bag of stuffed animals. Apparently, those don’t fence for much.

Now, I don’t bring this up for pity. I know full well that parking a rental car in Oakland is like drawing a target on your back. But that’s exactly what bothers me — this idea that we deserve it. That the cost of living in a beautiful, culturally rich city like Oakland is rampant, normalized crime. And it’s not just Oakland. I don’t buy that this is the price of admission for living in cities like Chicago or New York either. These are cities with strong tax bases, vibrant economies, and in some cases — like here in San Francisco — literal gold rushes. I’m speaking to you now from the Bay Park, right next to the Chase Center, where the Warriors play. OpenAI’s offices are here. And yet one garage over, you’re stepping through fentanyl, addicts, and filth.

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What really got me was the reaction. When I told friends what happened, no one was surprised — just a shrug and “yeah, rental car.” No outrage. No concern. This isn’t just about me getting my stuff stolen. It’s about the fact that this kind of thing is treated as an unavoidable fact of life. And I get it — people here have empathy. But that empathy’s being weaponized. Because this isn’t just random desperation. If it were, they’d have taken the diaper bag. No, I think what we’re dealing with is organized crime. And no one seems interested in doing anything about it.

There’s no political will. I’m not calling for a police state, but I am saying that the city should want to stop this. It’s not just bad for tourists — it’s not good for the locals either. The criminals aren’t the ones getting rich. The neighborhoods that need better-paying jobs aren’t helped by a tourism industry that doesn’t exist because no one wants to visit a city where this is just what happens. I don’t think it’s generous to ignore that — to write this all off as unavoidable.

The kicker? When I called 911, they told me to go to a website. That was it. And look, I’ll be fine. My car rental’s covered by Amex we’re going to get home okay. But what does that say about the city — when a middle-class family gets robbed, and no one even pretends to care? There’s something broken here, and it’s not just the window.

Chapters

00:00 - Intro and Crime Thoughts

08:12 - Interview with Bill Scher

45:42 - Wrap-up

The Shutdown Senate Vote

The shutdown rolls on, and Senate Majority Leader John Thune has already said it is unlikely the Senate will vote this weekend. That means the government shutdown will extend into next week unless something changes Friday morning. He criticized Democrats for demanding an extension of the Affordable Care Act subsidies in the stopgap bill and insisted negotiations must begin only once the government reopens. Minority Leader Chuck Schumer is predicting GOP unity will falter as the shutdown drags on, but I’m not convinced.

From where I sit, the numbers tell the story. Three Democrats voted with Republicans last time. Rand Paul opposes continuing resolutions, so Republicans will need eight Democrats to reach 60 votes because J.D. Vance is the tie breaker. Every time the Senate votes, I’m watching to see if more than three Democrats side with Republicans — that’s the real signal of where this is going.

I don’t believe Democrats are built for shutdowns. They’re posturing as if they’re ready to see this through, but the longer it goes the more likely rank and file members will embarrass Chuck Schumer into ending it. The real pain — furloughs, firings, and cuts to the federal workforce — is only going to show up if this lasts into next week. That’s when the Russ Vought part of the story kicks in, and that’s when this gets serious.

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Abigail Spanberger in Virginia

Former Representative Abigail Spanberger is leading Virginia Lieutenant Governor Winsome Earl Sears by 10 points in the governor’s race, 52 to 42, according to a new Emerson College and Hill survey conducted September 28 and 29. Early voting is already underway with more than 146,000 ballots cast. Among those voters, Spanberger leads 60 to 38 and still holds a 50 to 43 edge among those yet to vote.

Her gains have come from independents, men, and younger voters. Independents back her by 19 points, men are evenly split, and voters under 50 favor her by 27 points. History suggests the party that is not in the White House usually wins the Virginia governor’s race. Based on that, I’d bet Spanberger, even though this isn’t exactly an electric matchup.

The only real advantage Sears has is the men’s and women’s sports issue — a culture war topic, not a kitchen table one. I don’t think that will be enough, especially in Northern Virginia, which is heavily government dependent and angry at the president. Add on Sears not being a great candidate and Spanberger looks far stronger heading into November.

Bailouts are Back

Treasury Secretary Scott Bessent says the Trump administration will announce substantial support for U.S. farmers next week, likely funded by tariff revenue. Soybean growers have been hit hard as China has halted U.S. purchases during their trade war. Bessent accused Beijing of using farmers as hostages in negotiations but pledged aid, noting their loyalty to Trump.

He discussed the plan with the president and Agriculture Secretary Brooke Rollins, but details and costs remain unclear. Argentina’s discounted soybean sales to China have undercut U.S. farmers and stoked tension. Bailouts are back, and this is classic Trump — he’s never been a fiscal hawk and has no problem using the federal government’s pocketbook to shape the world as he sees fit.

That’s where things stand. Farmers are hurting, the administration is signaling payouts, and we’ll see next week how big the support really is.

Chapters

00:00:00 - Intro and Synagogue Shooting

00:03:47 - Interview with Gloria Young

00:34:28 - Update

00:34:44 - Shutdown

00:38:08 - Abigail Spanberger

00:40:18 - Farmers

00:41:49 - Interview with Gloria Young (con’t)

01:03:18 - Wrap-up

As I record this episode, we are on the edge — maybe already over it, by the time you read this — of a government shutdown. And I want to give you a bit of the behind-the-scenes intel I picked up that helps explain how we got here. According to one of my sources on the Hill (a Republican, for the record), the read is that Chuck Schumer is locked in. He’s in a “dark place,” unwilling to budge, and if anything’s going to change, it’ll come from other Democrats. That’s been the drumbeat here: Schumer can’t blink. If he does, he opens himself up to a leadership challenge. And that’s the one thing a Senate leader absolutely cannot do.

The Democrats are trying to pitch the shutdown as a way to stand up for healthcare — that’s the messaging. But the problem is that if the government shuts down, there are a lot of healthcare extensions and services that begin to expire immediately. I read off a list of them: community health centers, Medicare adjustments, ambulance payment programs, disaster medical systems — the works. The irony is that the parts Democrats hate the most about the Trump administration don’t shut down. ICE doesn’t go anywhere. Deportations still happen. Those are essential — and Trump’s people decide what counts as essential.

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The fight, according to Democrats, is over Obamacare subsidies and Medicaid cuts in the One Big Beautiful Bill. But those cuts don’t even kick in until after the midterms. Meanwhile, essential Democratic priorities lose funding the moment the lights go out. And that’s the trap. They’re betting that Trump wants to make a deal — that he wants to look like a bipartisan dealmaker. Maybe they believe they can spin this into a win. But let’s remember what happened the last time Trump tried that in 2018: he got nothing.

If they’re hoping for Trump to ride in and rescue them, that’s a risky game. The GOP Senate and House leaders — Thune and Johnson — are more than happy to let this ride. Hell, there are people in that party who love a shutdown. It’s a stress test for them, a chance to see what happens when the government turns off. And the data doesn’t look good for Democrats. A New York Times/Siena poll had just 27% of all respondents — and only a slim plurality of Democrats — supporting the idea of a shutdown if demands aren’t met. That’s a brutal place to be when you’re the one pulling the trigger.

So here we are: Schumer boxed in, the party divided, and the shutdown clock striking midnight. Maybe there’s a backdoor deal. Maybe Trump throws them a rope. But right now? The only guaranteed outcome is pain.

Chapters

00:00:00 - Intro

00:01:41 - Shutdown

00:08:42 - Interview with Evan Scrimshaw

00:30:33 - Update

00:31:21 - Hegseth’s Meeting

00:34:42 - Schweikert for Gov

00:36:09 - NYT Polling on Shutdown

00:37:06 - Interview with Evan Scrimshaw (con’t)

01:15:30 - Wrap-up