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

This Graham Platner saga just keeps delivering. Every time I think we’ve hit the ceiling on oppo drops, the elevator dings and we’re in a whole new suite of controversy. It’s not that the content was entirely new in tone. We’ve already seen him refer to himself as an Antifa supersoldier and admit to having an SS tattoo (which, to his credit, he covered up). But the latest batch of Reddit posts that surfaced added a thick layer of ugly homophobia. Explicit posts. Graphic anecdotes. And not from his teenage years or during some misunderstood youthful rebellion. These posts span several years, even continuing into the Biden administration.

I’ve always said that if you’re running as an outsider candidate, having some skeletons in your closet isn’t necessarily a bad thing. It can actually help. Nobody expects a populist outsider to be perfect. The electorate doesn’t want a robot. They want someone who talks like them, even if it means sometimes saying the wrong thing. And even as Platner tests the outer limits of that rule, here’s the twist: the polling. A new University of New Hampshire poll of likely voters in Maine had Platner at 58 percent. That’s not just a lead. That’s a blowout. Janet Mills is at 24 percent. If those numbers hold up, then Chuck Schumer and company are right to be panicking.

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Still, Platner’s campaign has been running scared. Apology videos. Zoom interviews. Carefully worded statements about how he doesn’t think that way anymore. But from where I sit, this guy is doing everything but what he should. If I were advising his campaign, I’d be yelling: go on offense. The proper response to all of this should be simple — I deleted the posts before you ever knew my name. I deleted them because they didn’t reflect who I am anymore. That’s growth. That’s accountability. And that’s all anyone should expect. Instead, we get these soft, hedged statements. You’re not going to convince anyone that you’re the perfect candidate — stop trying.

What kills me is how obvious the pressure is from the Democratic establishment. You can feel Chuck Schumer’s fingerprints all over this. They’re running the classic drip-drip-drip strategy, hoping to humiliate Platner into dropping out. But if you’re Platner — and especially if you believe those polling numbers — why would you flinch? Schumer and Mills are the ones who should be sweating. They’ve failed to unseat Susan Collins time and time again. They trot out the same kind of “perfect” candidate every cycle and lose. And now, when someone is actually running strong in the polls, they’re scrambling to blow it all up.

I’m not defending what Platner posted. It was gross. And people are right to be upset. But this is a high-stakes game, and the voters of Maine seem willing to give him a shot. The question now is whether Platner will take the opportunity and run with it — or keep playing defense while the party machine steamrolls him. Personally, I’m tired of watching him take these hits and not swing back. I’ve been saying it all week. If you want to win, you have to punch. You can’t win a Senate seat on your heels. So please, for the love of political strategy — say their names, take their power, and act like you’re trying to win this damn thing.

Chapters

00:00:00 - Intro

00:03:19 - Graham Platner

00:17:55 - Update

00:18:57 - SNAP

00:21:40 - White House East Wing

00:28:36 - Beef Prices

00:31:08 - Interview with Juliegrace Brufke

00:59:39 - Wrap-up