I’ve seen my fair share of shutdowns over the years. Loud ones, quiet ones, dumb ones, strategic ones. But this one? This is just sad.

I spent the day on Capitol Hill talking to anyone who would meet with me, bouncing between offices, looking to understand how close we are to any kind of resolution, and the mood is absolutely lifeless. Nobody knows what they want, and nobody’s talking to each other. The word I keep hearing is “aimless,” and that’s exactly what it feels like to be here.

I had the opportunity to attend Speaker Mike Johnson’s press conference earlier today, and what stuck out to me was just how defensive it was. Republicans seem genuinely irritated that Democrats have managed to set the tone on this one, especially with their own base. Johnson spent most of his time pushing back against “false narratives,” but in doing so, he basically confirmed that the narratives are working. And I’ll be honest — if I were him, I don’t know that I would’ve spent that much time sounding frustrated.

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What did break through, though, was something more interesting. A change in who the Republicans are pointing fingers at. It used to be Schumer and AOC. But now, it’s Zohran Mamdani, and this — Election Eve 2025 — was the day it shifted. You’re going to hear his name a lot more from Republicans. According to them, he’s now the face of the Democratic Party, at least the one pushing for this shutdown. That’s a big change, and it tells you where they think the real energy on the left is coming from.

This all traces back to March, when Schumer passed a clean CR and got torched for it by the left flank. The idea now is that Schumer and Jeffries are shutting things down not because they want to, but because they’re scared of losing their jobs. That’s the same vibe I got from conversations on the Hill — they’re being pushed around, and they don’t have the political juice to stop it.

Like I said… I’ve seen dumb shutdowns before. But even dumb ones usually make sense if you squint. This one doesn’t. It’s got no internal logic. The Democrats don’t want to own it. The Republicans are scared of their shadows. The base isn’t fully convinced by either side. And while everyone blames everyone else, regular folks — the people running out of ways to pay for groceries, unsure of whether they can afford insurance next year — are the ones dealing with the fallout.

Chapters

00:00 - Intro

01:48 - Shutdown

09:10 - Update

09:42- Nancy Pelosi

10:49- Supreme Court IEEPA Case

12:00 - Thomas Massie

12:49 - 2025 Polls

16:42 - Interview with Andrew Heaton

33:08 - Wrap-up

Trump and Xi finally sat down for the first in-person meeting of this new administration, and I won’t lie — there was a lot of hype going into this one. There were whispers about a grand bargain, even murmurs of a complete game-changer announcement. Maybe China would distance itself from Russia. Maybe there’d be some kind of century-defining move on Taiwan. Earlier this week, anything seemed possible.

What we got was something a lot less dramatic: a truce. Not a full-blown trade deal. A trade truce. And honestly, I was a little disappointed.

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So here’s what went down. China made a few big concessions. They agreed to immediately buy 12 million metric tons of U.S. soybeans and promised to keep it going at 25 million tons per year for three years. They also agreed to suspend their new rare earth export controls for a year and curb fentanyl precursor production — a big issue in the U.S. Beyond that, China made a surprise move by signaling interest in American energy and even hinted at joining a natural gas pipeline project in Alaska. That last bit came totally out of nowhere.

In return, the United States is lowering tariffs on Chinese goods by 10 percentage points, which still leaves them at a hefty 45 percent. We’re also postponing an investigation into Chinese shipping practices, which would have imposed new port taxes. There’s a delay on export restrictions for blacklisted Chinese firms for one year. Now, don’t get too excited — Trump made clear that China won’t be getting its hands on Nvidia’s top-shelf Blackwell chips, though some older GPUs will still be allowed to be sold. There was talk about ending Russia’s war in Ukraine, but nothing about China stopping its oil purchases from Russia. And most notably, no mention of Taiwan at all.

Honestly, when I look at this, I think Trump and Xi were made for each other. Normally, trade deals take forever, get wrapped in ceremony, and then quietly fall apart when China decides not to follow through. U.S. leaders usually just shrug and move on, chalking it all up to classic maneuvers on their part. But Trump doesn’t play that game. If he doesn’t like a deal, he changes it. If China doesn’t hold up their end, he goes right back at them. And I have to say, there’s a certain clarity in that approach. It’s not exactly stable, but it’s a little more to-the-point.

I’ll admit, I got a little swept up in the pre-meeting hype. I thought maybe we’d see something big, something that could define this administration’s approach to foreign policy. But now that I’ve had time to let it all sink in, here’s what I’m left with: this matters. Maybe not as much as I hoped it would, but it still matters. Because the American economy — and by extension, our elections — are tied so closely to what happens with China. If this truce brings even a little stability, it could have ripple effects that shape 2025 and beyond.

Chapters

00:00:00 - Intro

00:02:18 - US-China Deal

00:09:39 - Interview with Gabe Fleisher

00:31:10 - Update

00:31:27 - Shutdown Progress

00:33:59 - Jasmine Crockett

00:37:02 - Elise Stefanik

00:40:13 - Interview with Gabe Fleisher, con’t

01:08:29 - Wrap-up

We’re just about a week out from Election Day, and I have to say, this is what I live for. These are the kind of stories that really scratch the itch for anybody who loves the game of politics as much as I do. We’ve got real contests, real dollars behind them, and actual electoral stakes. Yes, I know it’s not a presidential year, but this is the sandbox where some serious groundwork gets laid. And for as much as I hate the off-off-year calendar, I love election season more than anything. Here’s my breakdown of where I think the chips are going to fall in November.

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Starting in California, we’ve got Prop 50. Gavin Newsom has staked a big chunk of political capital on this one. It’s pitched as a pushback on Republican redistricting, with the messaging ultimately landing on “protecting America from Trump.” What started off messy got refined quickly, and with Newsom’s team sticking the landing, I see a 10 to 15 point win. McCarthy was supposed to pour in $100 million to fight it, but as of now, the actual spending is suspiciously light. All that adds up to a clear Democratic win.

Now onto Virginia: Winsome Earl Sears vs. Abigail Spanberger. I’m heading up to D.C. this weekend, and originally thought I’d be bouncing around Virginia to catch campaign stops. But Sears? She’s nowhere to be found. Spanberger, while not the most electrifying candidate, has managed to avoid major blunders post-Jay Jones scandal. The polling tells a consistent story; Spanberger holding a lead that’s grown since the scandal broke. I’m calling it Spanberger by eight. Could be tighter, but it’s hard to see Sears overcoming the fundamentals working against her.

As for Jay Jones, man, what a collapse. DUI, community service for his own super PAC, and leaked texts about shooting a rival politician? That’s how you lose an election. Miyares hasn’t trailed since that story broke. Nate Silver might be holding out hope, pointing to early voting and ticket-splitting, but my money’s on Miyares by one. A close one, but still a loss for Jones. This scandal made a difference, period.

New Yorkers better get ready for Mayor Zohran Mamdani. He hasn’t been behind at all in public polling, all while Cuomo is clawing for relevance. Meanwhile, Curtis Sliwa isn’t pulling enough Republican support to matter to anyone but Cuomo. The energy just isn’t there for a last-minute surprise. Mamdani by 13.

And then there’s New Jersey. The Mikie Sherrill vs. Jack Ciattarelli race is the sleeper of the night. Sherrill has led for most of the race, but recent polling has things tightening. Trafalgar and Coefficient both show her up by one. Republicans are feeling bullish, and if this ends within three points, they’ll have reason to. That would mean New Jersey, at minimum, becomes a fringe battleground in 2028. Not quite Arizona-level swing, but enough to force Democrats to spend real money defending it. I’m predicting Sherrill wins — but just barely.

Chapters

00:00:00 - Intro

00:03:32 - Election Predictions

00:23:08 - Update

00:24:53 - Trade Deals

00:30:58 - Shutdown

00:38:10 - Israel

00:44:36 - Interview with Austin Padgett

01:38:03 - Wrap-up