GD POLITICS

Heads up: We’ve got a live show at the Comedy Cellar in New York City with Nate Silver and Clare Malone coming up on May 13. We’ll talk about the midterms and the Trump administration, play some games, and take questions from the audience. Grab a ticket, grab a beer, and come join us!
Virginians are heading to the polls on Tuesday to decide whether to redraw the state’s congressional map, part of Democrats’ response to Republicans’ push for mid-decade redistricting.
If the measure passes, Virginia could go from a delegation of six Democrats and five Republicans to one with 10 Democrats and just one Republican. But that outcome is not yet certain: polling shows a closely divided public.
In Florida, legislators are preparing for a special session next week to decide whether, and how, to redraw that state’s map. Recent Democratic overperformances, combined with a state constitution that bars partisan gerrymandering, make the politics there more complicated.
Once Virginia and Florida settle on their paths forward, we should finally — in the middle of primary season — have a clearer sense of what the 2026 congressional map will look like.
That’s our focus on today’s podcast. We also dig into broader questions around election administration, including Republicans’ push to pass the SAVE America Act, Trump’s executive orders, and decisions still pending at the Supreme Court.
And we round things out with the latest midterm fundraising numbers and last week’s New Jersey special election. Joining me for all of it is Nathaniel Rakich, managing editor of Votebeat.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.gdpolitics.com/subscribe

This is a free preview of a paid episode. To hear more, visit www.gdpolitics.com

The full episode is available to paid subscribers. Once you become a paid subscriber, you can connect your account to your preferred podcast player here.
Heads up: We’ve got a live show at the Comedy Cellar in New York City with Nate Silver and Clare Malone coming up on May 13. We’ll talk about the midterms and the Trump administration, play some games, and take questions from the audience. Grab a ticket, grab a beer, and come join us!
Last November, friend of the pod David Byler joined me to argue that, while artificial intelligence was still on the periphery of politics, it wouldn’t stay there for long. The parties, he said, should prepare for disruption.
Less than six months later, it feels almost silly to have ever imagined otherwise. Over the past few months, the Department of Defense has publicly clashed with Anthropic over how its models could be used in war. Anthropic, for its part, developed a model so powerful that it is now back in talks with the Trump administration about how to protect the nation from its own capabilities.
At the same time, Alexandria Ocasio-Cortez and Bernie Sanders proposed a national moratorium on data center construction in response to local concerns about energy costs and broader AI skepticism. Just this week, Maine passed the first-ever statewide version of that idea, banning the buildout of large data centers through the end of 2027. Meanwhile, the White House has proposed federal legislation that would preempt such state laws, and 2028 hopefuls are beginning to stake out positions of their own.
AI has officially entered the political mainstream.
To mark its arrival, I invited David Byler back on the podcast. He is the vice president of trends and futures at National Research Group, and together we talk through how AI became a live political issue. We also ask whether the latest examples of AI polling, described in the New York Times op-ed “This Is What Will Ruin Public Opinion Polling for Good,” count as good data, bad data, or not data.

When we last checked in on the economy on the podcast, on February 23, Harvard economist Jason Furman said it looked like the U.S. had pulled off the first soft landing of the postwar era. Inflation was largely under control, the labor market was solid, and growth looked decent too.
Five days later, the United States went to war with Iran, upending the global economy. Since then, oil is up about 50 percent, average gas prices have risen by more than a dollar, and inflation has followed suit. On Friday, March inflation came in at 3.3 percent over the past year and about 1 percent since February, the fastest pace of Trump’s second term.
So today we’re taking stock of the American economy a month and a half into the conflict. In addition to inflation data, we’ve got new data on jobs (not bad), economic growth (not good), and consumer sentiment (not happy). Plus, taxes are due by Wednesday, so we are taking the opportunity to assess the country’s fiscal picture. (Happy Tax Day to all who celebrate!) And we also get into that alarming headline from the Times last week that read, “This Is Starting to Look Like a Slow-Motion Bank Run.”
Joining me is Martha Gimbel, executive director and co-founder of the Budget Lab at Yale University.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.gdpolitics.com/subscribe

This is a free preview of a paid episode. To hear more, visit www.gdpolitics.com

The full episode is available to paid subscribers. Once you become a paid subscriber, you can connect your account to your preferred podcast player here.
Where do we begin? Tuesday gave us plenty of election results worth digging into. In Georgia’s 14th Congressional District, Democrats turned in their biggest overperformance in a special House election since 2024, in the race to replace Marjorie Taylor Greene. Republicans still won, but by a margin 25 points more Democratic than the district’s baseline.
And then there was Wisconsin, where the liberal candidate for the state Supreme Court won by — checks notes — 20 points. Twenty points, in a statewide race, in the consummate swing state. There are caveats, which we’ll get into, but taken together, it’s an unnerving picture for Republicans.
Speaking of unnerving pictures, this is our first episode since President Trump threatened to kill “a whole civilization” early Tuesday and then, by day’s end, agreed to a ceasefire with Iran. We recorded this Wednesday afternoon, when a lot was still in flux, so some of the details may have changed by the time you hear this.
At the moment, even the contours of the ceasefire are murky. Is the Strait of Hormuz actually open? Is an end to Israel’s invasion of Lebanon part of the deal? Have strikes in the Gulf really stopped? And that’s before you get to the longer-term problem: the American and Iranian visions for any lasting agreement still seem fundamentally incompatible.
Politically, incompatible narratives are emerging too. The White House is claiming victory over a severely diminished Iranian military. But the regime is still in place, Iran still has its enriched uranium, and it now appears to have a say — and even a financial stake — in who passes through the Strait of Hormuz.
Also on the docket today: the election this Sunday in Hungary and a “Good Data, Bad Data or Not Data” question on polling showing Virginia Governor Abigail Spanberger floundering in approval polls after winning by 15 points last fall.
With me to talk about all of it are Mary Radcliffe, head of research at FiftyPlusOne, and Lenny Bronner, senior data scientist at The Washington Post.

This is a free preview of a paid episode. To hear more, visit www.gdpolitics.com

The full episode is available to paid subscribers. Once you become a paid subscriber, you can connect your account to your preferred podcast player here.
President Trump’s approval rating now sits just below 40 percent, according to the Silver Bulletin average. That makes for a good headline, but it’s still well above the zone presidents reach when things truly fall apart. Both Bushes saw their approval sink into the mid-to-high twenties during their time in office, as did Jimmy Carter and Richard Nixon.
And while approval in the high thirties to low forties is politically dangerous, it does not necessarily herald the kind of sea change that produced the Watergate reforms or the Reagan Revolution.
For most of Trump’s decade in the political spotlight, the conventional wisdom has been that he is sui generis. No matter the controversy, the thinking goes, he will retain a base of support strong enough to keep his approval from falling to the levels reached by America’s least popular presidents.
In light of the political backlash to the ongoing conflict in Iran, Nate Silver and I took to Substack Live to ask whether that wisdom will hold in Trump’s second term. We also talked about the midterms, the Democrats, and plenty more. Nate even shared when he plans to launch his midterm forecast, plus what Elon Musk called him in their latest beef 😬.