We’ve Lost the Plot – Why Partisan Political Media Is Failing Everyone & How To Fix It David Pakman
Watch on YouTubeVideo summary
In this high-stakes discussion, host and guest explore why partisan political media has failed to unite America in its competition with global powers like China. The conversation centers on David Pakman's book, *The Echo Machine*, which argues that while eliminating bias is unrealistic due to human perception and upbringing, the solution lies in cultivating critical thinking and media literacy from a young age. A key point of contention arises regarding economic policy; Pakman asserts that cutting taxes for the wealthy does not reliably stimulate growth or "trickle down," citing 150 years of historical data as evidence against this theory. Instead, he argues that inflation is the primary mechanism by which wealth transfers to asset holders, effectively forcing non-asset owners into a gamble on real estate and stocks just to maintain purchasing power. He contends that money printing steals from the poor and middle class, making tax debates secondary to addressing currency debasement through sound economic policy rather than fiscal manipulation. The dialogue shifts to the structural advantages of the right-wing media ecosystem compared to its left-wing counterpart. Pakman explains that the "proactive echo machine" is disproportionately effective on the right because they have mastered simpler linguistic shorthands, such as "pro-life," and built robust funding infrastructures like Turning Point USA and The Daily Wire. In contrast, he notes that progressive messaging often requires complex explanations regarding bodily autonomy or fetal development, putting them at a disadvantage in media engagement. This disparity is highlighted by the contrasting reception of interviews with figures like Kamala Harris on Joe Rogan versus her appearance on *Call Her Daddy*, where logistical hurdles and perceived awkwardness hindered connection. Pakman suggests that while he advocates for policies resembling social democracy found in high-performing European nations, the left must adopt right-wing tactics to build a similar media machine if they hope to win back public trust and influence policy debates effectively. A significant portion of the interview addresses current constitutional crises under the Trump administration, specifically regarding executive overreach that ignores judicial orders on deportations from El Salvador. Pakman expresses deep concern that ignoring court decrees undermines the rule of law, noting that while he is not a Democrat, he supports checks and balances within the Constitution. He also critiques Governor Gavin Newsome's strategy of courting moderate Republicans by interviewing figures like Charlie Kirk, suggesting it may backfire as his approval ratings have collapsed due to accusations of appeasing extremists. The discussion extends to international conflicts, where Pakman criticizes Trump's admiration for authoritarian leaders like Vladimir Putin and Kim Jong-un, arguing that such alliances are dangerous given the ongoing wars in Ukraine and Gaza. He maintains a firm stance on a two-state solution for Israel-Palestine involving concessions from both sides, rejecting proposals to clear Palestinians out of their homes as ethnic cleansing that would not lead to lasting peace. Ultimately, the conversation concludes with actionable steps to repair American discourse and governance. Pakman emphasizes three main pillars: teaching critical thinking in fifth grade, engaging directly in local communities rather than relying on ineffective online petitions or voting alone, and prioritizing face-to-face communication over social media arguments where 98% of interactions are reasonable compared to the toxicity found online. The host acknowledges that while they disagree on specific facts—such as consumer debt trends during COVID-19—their shared goal is a thriving middle class and an economy organized for broad prosperity rather than elite enrichment. They agree that political will, not just money or policy tweaks, is required to solve issues like healthcare access and veteran support, but this requires overcoming the polarization fueled by tribalism and echo chambers. The episode ends with mutual respect despite their ideological differences, highlighting Pakman's book as a resource for understanding these dynamics while urging listeners to subscribe and engage in sober, reality-based discussions about the nation's future.
Read the full video transcript
The United States and China are locked
in a highstakes cold war for global
dominance. And the winner is going to
shape the future of innovation, economic
power, and geopolitical influence.
America's internal divisions, however,
the toxic tension between the left and
the right are weakening our national
unity and our ability to compete with
them globally. To secure our position,
we have to find a unified path forward.
I asked political analyst and media
expert David Pacman to join me. He's
here to explore why our discourse has
become so dangerously polarized. He
breaks down echo chambers, tribalism,
and the erosion of shared truths,
revealing what he believes is really
dividing us. We don't always agree, but
my hope is that our disagreements will
help us all triangulate on a more
effective path
forward. My question becomes, uh, why is
it broken and deranged and what can we
do to fix it? One of the things that I'm
trying to kind of explain in the book is
that sometimes the north star or the
ideal for people is to eliminate bias,
partisanship and whatever, right? To be
these kind of like almost mathematical
uh uh instantiations of objective
analysis of every fact. I think that
it's a waste of time to even really talk
about that because the influence of our
upbringing like I said in terms of
economic class, the families,
communities, rural versus um uh urban
and all these different things, the
effect is so significant that for me the
north star is some kind of framework to
recognize, oh, you know what I'm doing?
I'm doing confirmation bias. You know
what I'm doing? I'm applying like me as
an immigrant. I'm applying my history as
an immigrant somewhere where you could
evaluate the situation differently. And
so I think the awareness of these
tendencies and a foundation in critical
thinking and media literacy is actually
the north star. I don't think it's even
reasonable or realistic to say let's
eliminate bias and partisanship.
Yeah. I I don't think there's any
conceivable way given the nature of the
human mind that you could do that. Um
the getting people to be able to think
critically I think is very important. Uh
educating people so that they understand
how to navigate the modern world is
clearly not happening. And so being able
to do that I think would be wonderful.
Um however as we start to look at like
if I were going to go through your book
chapter by chapter um one of the things
you say at the very beginning that is
just critically important is I this is
not me quoting you though you did say
this earlier in the interview. Um I
don't think it is possible to define
what is true in the realm of human
perception. What is true is physics,
cause and effect. What is human
perception is basically everything else.
So everybody has a frame of reference
and I will certainly give you a chance
to debate that and I come to this with
man if you can improve my thinking I
will take it all day long. Uh but for
now the highest predictive validity way
to think through it I have seen is this
that figuring out what is true is next
to impossible because so much of quote
unquote truth is perception. We look at
something and we see two different
things. Like we're seeing the same thing
we can explain it in the same way but
yet we walk away with different
conclusions about what it really is or
the consequences of that thing. How do
you want to see um people come to an
agreement about what is true? I think
there is more
to objective truth that's good enough
for figuring out a lot of policy. Now I
think that you are right that physics
provides a sort of truth that is
different than economic theory,
psychological theory. I do think that
there is a difference there. But just
like as an example to open the
conversation a little bit, cutting taxes
for the rich, stimulating the economy by
trickling down. The reality and what I
would love to be true with regard to tax
rates don't seem to coincide. I would
love to have a lower tax rate, right?
That's my I would just I would love to
keep more of my money. Why not, right? I
mean, it would be a great thing. If I
look at the last 150 years of looking at
tax rates around the world, changes to
GDP, you know, doing like what we would
consider a re reasonably detailed
analysis, I can't find any evidence that
when you cut taxes for the rich, it
trickles down the way some people
believe. Now, is there an environment
possible where that could happen? Yeah,
I mean I think it's possible, but for
the purposes of figuring out policy in
2025 in the United States, for example,
I do think that 150 years of economic
history gives us a good enough sense of
the truth. It may not be physics. It
might not be wave theory or chemistry.
Like I I acknowledge that, but for the
purposes of decision makers, I think
it's probably good enough.
It's interesting. So this is a case
where we look at the same thing and we
come away with something completely
different. So when I look at that I'm
like uh taxes. Yep. It's very
interesting and I do think that it
matters in terms of um certainly giving
people the ability to decide what they
want to spend their money on versus
forcing them to you're going to spend
your money on this. But by way of making
the economy better for people in the
long run, people are barking up the
wrong tree with taxes up or taxes down.
The thing that they need to be thinking
about is money printing. Because here is
one of my foundational beliefs. The
average person does not understand the
economy, nor will they ever understand
the economy. They may not be
intellectually capable, and they
certainly aren't interested even if they
can. Which is why I think it's 50% of
people in America own assets and the
rest don't, which is insane to me. Uh
when you inflate somebody's money, you
force them to buy an asset and it is the
only way to keep up with inflation.
Otherwise, they are going to lose their
purchasing power and it is distressingly
fast. So at whatever 2% inflation,
you're losing 20% of your purchasing
power in 10 years. It's crazy. So
because it's a compounding effect. Uh so
if that's true, now you've created a
situation where people are
disincentivized to save money. So don't
save money. you need to get into assets,
but they're not going to get into assets
because it's too complicated. So then
the government begins spinning a story
and they say, "Hey, the American dream
is to own a house. Go buy a house." But
then to make good on that, they start
deranging the marketplace by doing
things from making it harder to build
additional homes to government sponsored
loans to too big to fail and going in
and backstopping people when they do
lose their money on a house. And you
create a housing bubble. And now the
people that already own the homes, the
price is going up and the people below
that just can't get on the property
ladder. And when I look at that, I'm
like, this problem is not going to be
changed by taxes up, taxes down. This
problem's going to be changed by
economic policy that says you can't
inflate the currency, which using my
vernacular is to steal from the people
and force them to gamble in assets. So
that's where it's like, okay, we're both
looking at the same problem. I honestly
I think people do care about tax
objectively. However, people would care
about tax a lot less if when they got
taxed they got the things out of that
that they wanted. Not that everybody
will agree. It's when you're getting
taxed and not getting the things you
want that I think people really get up
in arms. So, we've got the tax code
we've got and yet the wealth uh the
wealthy continue to get richer and the
poor continue to get poorer. But that
has nothing to do with tax. Everything
you mentioned about economic policy is
true. Those are all different levers.
But it doesn't change that there is a
debate in the political system where
there is discussion as to what should
the top tax rate be and what should the
next tax rate be. To the extent that
that discussion continues to exist, all
the other stuff you mentioned also
exists. If there is a debate about what
the tax rates should be, and there is,
it is a political question. It would be
awesome for you to come in and convince
everybody it's the wrong debate.
Awesome. But it it still is a debate. I
for the purposes of saying can we know
some truth. I do think that looking at
150 years of history and saying can we
tie a tax cut for this group versus this
group versus this group to growth GDP
changes inflation changes etc and say
has that worked before in order to
inform whether we do it again as a
concept as a heruristic I think it's
acceptable. I'm not denying all the
other things you said are also
important. If you're taxing people, do
they invest more or less into their
companies? Now, I would say that there
is a reason somebody like Jeff Bezos is
like, I'm going to run Amazon at break
even all the time, and the reason that
I'm going to do it is the government is
the world's worst capital allocator, and
I am one of the best capital allocators
of all time. So, this money is far
better off in my hands so that I can
reallocate this capital to things that
the world wants. Now I don't have the
data in front of me to be able to show
you that other than to say again America
and the companies and the value that
they've created um seems correlated even
if not positive. A lot of the things
that work great about the American
economy we are absolutely on the same
page about. I think where we maybe
disagree or there are people in your
audience who disagree with me about is
that given all of the things that work
really well about this economy, the
relative cost to instead of like do we
need 50 bases for the military in
Germany? Maybe we'd be okay with 20,
right? But everybody has health care and
nobody goes hungry and veterans have a
place to live and food to eat. The
relative cost of that is so small
compared to the innovation that you and
I agree exists and how market forces
have generated so much of this
innovation and wealth. I don't even know
if we disagree, but my argument is that
it's a relatively small ask and it's
only political will that prevents those
issues from being solved. It's not that
we don't have the money. Um it it's
really just a question of political will
and logistics and a lot of the people in
this country don't want to do it. And
and so I see that as the problem. I
think if if more folks better understood
the relatively small lift that fix
financially that fixing some of these
issues would be. But also from a selfish
standpoint, it is demandside stimulus.
When you give more people security and
money that they can then go and spend in
communities, it's good for every
business owner. It's demand side
stimulus, which I'm a far bigger
supporter of than the trickle down
supply side stuff. But we saw in COVID
that doesn't work. What ends up
happening is you put money in people's
pocket and they either gamble it. So
they go in, oh my god, I'm flushed with
cash. I'm going into crypto and I'm
going to get rich overnight. Uh or they
go buy tennis shoes, bracelets, etc. And
they make the um asset holders more
wealthy. This is one of those where I
feel like it it is so brazenly obvious
how COVID was the greatest theft from
the poor and middle class to the wealthy
ever. You're getting this from a wealthy
guy. So, you've got to ask why the [ __ ]
does he care? Why is he ratting
everybody out? And the reason is if you
do not have a thriving middle class, you
are racing towards people getting behead
beheaded in the streets. Uh, also, I
just want to see people thrive. And if
you want to get rich, sell to the middle
class. There's just so I just don't know
that I agree with the facts on that
though, Tom, because yes, I mean, I know
that the luxury watch market and luxury
cars, it went crazy during co as money
was pouring into that. Uh and and also
you are true that some people gambled on
crypto but savings rates for every
quintile did go up and so yeah but if
you want me to obliterate somebody have
them save their money. What I'm saying
is when you are saving your money in the
modern monetary theory system that we
live in you are [ __ ] You are dead in
the water. You were doing the only thing
you can't do. You're saying because of
inflation 100%.
Yeah. No, I mean listen, there are two
different parallel conversations here.
One is it's the same argument why you
shouldn't give the rich a tax cut
because their marginal propensity to
consume is so much lower. They are also
just saving the money and the economic
multiplier is lower. On the other hand,
when you're talking about financial
irresponsibility, I'm not now arguing
about the uh drag effect of inflation.
I'm just saying your assertion that
everybody gambled their money on, you
know, watches and crypto just is not
borne out by the fact. These are two
different conversations and we can have
either. If people understood exactly how
the rich get richer and the poor get
poorer, I think people would be like,
hold on a second. Most people do not
understand that flywheel. They think the
rich get richer because they're not
paying taxes. That is not how the rich
get richer. The rich get richer by the
the price of their assets maintaining
with inflation, just maintaining. And so
everybody else, their net worth is going
down. Even if you still see $100 in your
bank account, now it's worth 90, now
it's worth 80, 70, 60. But if you own
assets, that price appears to be going
up, but it's not. It's actually just
keeping up with inflation. And so if
your house used to cost $100,000, now
it's 200,000. That's a commentary,
barring you being in a very lucky
neighborhood, that's a commentary on the
dollar lowering in value through
inflation. It is not your house actually
going up in value. And so if people
really could internalize that, then it's
like, okay, hold on. The game that we're
trying to play here, because I
understand I get I don't want the rich
getting richer and the poor getting
poor. It is dangerous. Like even if you
you're just trusting me to be selfish,
we can't have it. We have to solve that
problem. But when I hear people say tax
the rich, I'm like it won't work. You
could tax the rich at 100%. It is not
going to get you where you want to go if
you allow them to keep printing money.
First solve the underlying problem.
Money printing is the underlying
problem. Then we can start talking about
uh your ideas, which if your ideas bear
out, I love it. If we could stop
spending money on certain things,
balance the budget so that we could
start spending money on other um safety
nets, I'm totally here for it. But when
people want to do that by printing
money, doesn't work. You just ratchet up
the rate at which you steal from the
poor and middle class. Yeah. I think
we're now like at three tangents away
from the original concept of truth,
which is fine. But just even on the
facts of some of what you're saying, I I
think neither one of us has the data in
front of us, but when you say I hope
that during co people use their was it
1600 bucks or something to pay down
debt. Consumer debt did go down during
co and so I I I just think that a lot of
these things did happen the way you're
hoping they did rather than the way
you're saying they did. But we I I just
don't if you look at the data, the data
will tell you this. I assure you asset
prices skyrocketed
uh and asset prices skyrocketing is not
a function of people got richer. It is a
function of the dollar got weaker. That
much I'm confident the data could not
possibly say anything else. Everybody um
understands that when you have the same
amount of goods fighting for an
increased supply of dollars, the cost of
that thing goes up. That is the equation
of inflation.
That is that that part is true. Going
back to the book, one thing that um I
wanted to talk to you about is and if
you think I'm misreading this, now is
the time. I'm very open to I just
misinterpreted, but reading the book, it
felt like you were saying that the echo
machine is specifically the right. That
there is something happening on the
right that is not happening on the left.
And that if we're really going to get
ourselves out of this problem, we have
to address the right.
Yes. Um well, the proactive echo
machine, not this passive echo chamber
in which we must might be, but the
proactive echo machine, uh I think is
disproportionately on the right, but to
a degree it's that way because they're
just better at a bunch of this stuff.
And and I explain that in the book. Um,
a lot of the political
shorthands for policy positions are way
simpler, pathier, and more salient
sounding from the right. I mean, good
for them. They they've done that better,
right? I mean
prolife has inbuilt in it at a
linguistic level something that is much
clearer and pathier and more salient
than what happens on the pro-choice side
which is of course we have to understand
fetal development and bodily autonomy
we've lost. Okay. Right. Like we're
we're already at a disadvantage. So
number one, tax relief from the burden
of taxes. On my side, I don't go I want
the highest taxes possible. I actually I
want the lowest taxes possible while
being able to afford the basic services
that I think that any well I've lo I'm
we've lost. Right? So this is a
structural thing. And so this is like
part one of the echo machine that the
right is just better at. Secondly, and
we I talk about this in the book, but a
lot of this happened kind of like after
I turned in the manuscript, so it's sort
of like an addendum, the right has
become way better at building and
funding media ecosystems than the left.
And I understand that now I'm using the
same shorthand, left and right, that I
said doesn't work. But like we I I'm,
you know, to have some way to still
communicate w with the audience, I'm
still using these these words. You know,
when you saw during the election, Trump
and Vance, they go and they talk to Lex
Freriedman and they're hanging out with
Rogan and they're talking to the Neelk
boys and it's relaxed. It feels genuine.
Even though I would argue I could fact
check a hundred lies an hour that they
tell. Doesn't matter. The point here is
who's better at the game. That created
an environment where it's like this
seems relaxed and cool to some degree.
And on the other side, we heard about
how uh Kla Harris just couldn't make it
work to appear on Rogan's show. I don't
think that would have won her the
election, right? But it's just kind of
like representative of the problem. When
she did the interview with Alex Cooper
on Call Her Daddy, it ended up where
Alex Cooper had to fly to Harris to some
contrived one-time use studio that
wasn't even the normal studio and it was
much shorter than the episodes and
Right. So my point here is they are just
better at a lot of this stuff. And then
on the funding they've got Turning Point
USA, they have Daily Wire, they have a
lot of this infrastructure. We have
nothing on the left. Like I'm audience
funded and I have some advertisers and
then you know we're part of like the
YouTube system and I'm not complaining
like we we do fine but we just don't
have the machine that they have built.
So, I know that you kind of opened this
by saying, "Am I just saying the right
is in the wrong for this stuff? They're
succeeding with what they've built." And
so, to a degree, it's like I I'm not I'm
not envious, but I think that they've
figured out something that the left just
has not figured out yet. Is this a
winnable game for the left? I I you know
to some degree I hate to even buy into
this winnable thing because really for
me it's just like how can we improve the
lives of as many people as possible. So
that that's that's my goal. It's less
about gamifying it. But to the extent
that there is a competitive gamified
aspect of it. The answer is we're going
to find out in the next three and a half
years. Um, the things that make me think
it's winnable include since Harris lost
in November, um, I was invited to go to
the White House, met with top Biden
advisers and Biden himself to talk about
what they didn't do right with regard to
how they deal with us. Calling us on
October 15th. Tell me the what was your
punchline? What did you tell them? Well,
what I what I said is I've said all this
stuff publicly. starting to engage with
us on October 15th for 12minute
interviews where someone is standing
just off camera going pointing to their
watch doesn't work like that. It's just
not going to it's not going to create an
environment or a community or an
ecosystem like you can't that that
certainly doesn't work. Um, I am
cautiously optimistic because now
they're they're engaging with me and
with kind of our little circle of of
people who do what I do significantly
more than they were in the previous four
years, just in the last two months.
There seems to be a desire to get on
message without five bullet point plans
that are just sort of like, what are you
even talking about? you know, if you
start a business, you'll get a
$5,000 deduction and then a credit. And
people are like, "What's the difference
between a deduction?" Like, it's this is
a losers game, right? So, uh, you know,
from my perspective, this is where my
partisanship comes out. Where are we on
Listen, they are offering you nothing.
Trump promised a health care plan in
August of 2020. That was two weeks away.
We still don't have the damn health care
plan. Their only plan is get rid of
Obamacare. Elon Musk is here not out of
the goodness of his heart to improve the
lives of people in in Idaho and Ohio. He
is here to turn the government into a
tool for his gain for his business.
Right? So we you don't have to agree
with me on this stuff, but the point is
there needs to be a more coherent
message that is not about PowerPoint
presentations and bullet points that go
into the ether. And so I think it is
winnable. I'm seeing some of the
turnaround, but the proof will be, I
guess, November of 26 will be the first
test. We'll get back to the show in a
moment, but first, let's talk about the
most valuable asset of any entrepreneur.
Time. This is exactly why Shopify has
become the backbone of over a million
businesses. They've solved the speed to
market problem once and for all. With
Shopify, you can launch in days, not
months. Their system is built for
velocity with the planet's most powerful
checkout experience that turns browsers
into buyers. Shop Pay boosts conversions
by up to 50% because it eliminates
friction at the exact moment customers
decide to purchase. The market doesn't
reward perfection. It rewards presence.
Being available where your customers are
shopping on Instagram, Tik Tok, in
physical stores matters now more than
ever. Upgrade your business and get the
same checkout the top brands use. Sign
up for your $1 per month trial period at
shopify.com/impact all lowercase. Go to
shopify.com/impact to upgrade your
selling today. And now let's get back to
the show. From my perspective, what has
really broken about politics has been
that we waste a lot of time not agreeing
on the basic facts which should serve as
the start of a conversation rather than
the area that we are debating. We waste
a lot of time with what I see as
contrived issues that often distract
from really improving the day-to-day
lives of as many people as possible when
it comes to poverty, class mobility,
access to health care, education. Now,
depending on one's political leaning,
you would see the problem in these areas
differently, and I'm completely
sensitive to that. In my book, I lay it
out as I see it. But fundamentally the
the big break and the big problem and
what makes me hate politics as I write
about in the book um is that we are a
rich enough country with enough smart
people to be able to agree on the facts
and move on to figuring out the policy
and solving the problems but but we get
stuck without a shared understanding or
agreement as to what the facts are or
what the problem is. And it's a very
difficult place to be if you want to fix
problems. M so if the fundamental nature
of this is that we can't agree on what
is true um how do you navigate that in
your life and do you see this as a
scalable problem that can be solved or
is this just the nature of people? Well,
as I say in the book, by the time people
are 25, 35, 45, 55, in a sense, it's
kind of too late. And that doesn't mean
as a as an individual thing, we wouldn't
want to engage with whoever and try to
get people on the same page. But at
scale, a lot of what I talk about in the
book relates to the lack of critical
thinking and media literacy, which you
really have to start at at age 8, 9, 10,
just like really fundamental questions
about how can you determine for yourself
whether something you've been told is
true. When you get a message from a
media outlet, how can you ascertain what
biases or inaccuracies they may be? It's
like really structural stuff. And again,
I I am both a partisan person and that I
have an opinion like anybody else, but I
also want to be as objective as
possible. So like on the question of are
Democrats or Republicans better at the
media literacy aspect, the the data I
found shows that Democrats are better,
but barely, right? Like I'm not coming
in here saying this is only a problem on
the political right. Democrats have it
all figured out. a bunch of the studies
I looked at on are you good at
identifying whether statements are
statements a fact or opinion which is
like a critical aspect to media
literacy. Am I listening to an opinion
or something that is presumably a report
Democrats are a little bit better but
like everybody's pretty bad at it. So
this is not aside from my my personal
leanings being on the left relatively
moderately so I would argue and maybe
maybe we'll get into that. This is an
issue for across the political spectrum
that we need to solve.
Okay. So, uh, one thing that haunts me,
I'm beginning to toy with a hypothesis
that I find interesting. I don't,
there's not enough data to back it up
yet, but that Neanderthalss and humans
existed at the same time. Neanderthalss
had a bigger brain, conceivably, uh,
higher intellect, uh, more sophisticated
tools, uh, potentially earlier usage.
I'm not as clear on that part, but that
one possible hypothesis for how Homo
sapiens out competed the potentially
smarter Neanderthalss is that we used
tribal thinking to be able to group up
in much larger numbers to defeat uh
superior intellect. The reason that
freaks me out is I'm always looking for
ideas that have high predictive
validity. And you can use that looking
backwards. And if I look backwards at
exactly how humans have gotten here, I
see uh a lot of tribalism. Do you worry
that tribalism and tribalistic thinking
is baked into the architecture of the
human mind? It's more complicated than
this. And so what the way I like to
approach it in terms of the outco
competing of Neanderls, which is a
really interesting topic, is to look at
someone like Robin Dunar's work. I don't
know if you're familiar with Dunar's
number, but it's this idea that once you
get to groups of 150 people, those are
that's kind of the natural limit to the
number of relatively close relationships
or acquaintances that we can manage how
you can organize without some kind of
centralization of control. So there's
this idea, it's not a magical number of
150, but is it 120, is it 180? And so
what we might say from one perspective
is there's like an evolutionary
adaptability to tribalism. The other
side of it would be that there's just a
natural physiological limit in terms of
the relationships we can manage. And
once you get beyond that 150, you need
to specialize and centralize to some
degree or the groups got to break down
into subgroups. So where I think I do
agree with you Tom is that there is
something inherent to homo sapiens about
once you get to certain group size you
do have to in some sense break down into
groups teams cohorts organizations. Now
we can put a projorative label on it and
say it simply leads to tribal thinking
and it's bad. the science side of it
might actually say it's a necessary way
to actually grow as societies and
develop technology and specialization.
That's part of the debate. But so I do
think that you are right to a degree if
we agree that tribal thinking is innate
to the human mind. That's just going to
be that. And one additional thing that
I'll add is that part of how this gets
exacerbated and just turns into this
flywheel is that we're all looking for
heruristics, shortcuts. I don't want to
think through all these problems. I'm
just trying to raise my kids. I'm trying
to have a nice life. Uh so just tell me,
I know what team I'm on. Just tell me
how that team thinks. And now it becomes
very easy for the um oligarchs to use
that in the way that it translates
literally as in just the the few uh that
lead. And so the leaders end up cramming
down information into the masses that
they can control through narrative. And
so now we're living in a world where we
have hyper velocity of information
because of social media. uh we have
teams and we have the shortorthhand that
each team is feeding to the other team
of like, hey, we think like this, they
think like this. Uh we're the good guys,
they're the bad guys. And so it sounds
like we pretty much agree on that. And
I'll add one more thing I haven't heard
you say, but I think you'll agree that
those two teams because of the setup of
the modern world and that this is a
populist moment, they're racing away
from each other at at a rate that for me
is quite terrifying. So when you think
about that's the problem set, what
becomes the way that we address that
problem set? I don't think I agree with
the last premise that these two groups
are racing away from each other faster
than ever. I think that there is that
perception because of something called
the narcissism of small differences
which looks to focus in only in the
areas where there is disagreement and it
looks to exacerbate the disagreement and
where I would pull in you know you use
the term oligarchs we could use the
robber baron billionaires the oligarchs
the elites everybody has some shorthand
for what we're talking about but there's
a degree to which if we are talking
about what was it bud Hudlight or if we
are talking about the trans sports issue
or we are talking about what I would
consider the pime mostly contrived
issues. We aren't talking about how the
disproportionate amount of so many of
the tax cuts go to the richest people.
We aren't talking about how education is
being deliberately made dysfunctional to
justify its privatization, for example,
or insert whatever is important to you.
But the point I'm trying to make is I
think we're a lot closer than the
perception is. And your perspective
about these two groups are rushing away
as fast as possible. I think that that's
a a deliberately contrived perspective
meant to divide people when we are much
more united on a lot of these issues
than you might believe if you watch a
little bit of Fox News or MSNBC.
Okay. So, walk me through that because
when I look at the world, I see both
evidence of what I'm saying plus I it
matches the foundational building blocks
of my belief system. And so you get that
onetwo punch of this is how I believe
the world is which predicts that people
will in a populist moment begin racing
away from each other and I see we're
actually again my perspective racing
away from each other. So um walk me
through like if what you're saying is
true and it's a very hopeful message so
I want it to be true. Um how would we
show people no no you're you're falling
for essentially propaganda. The reality
is that there are very small differences
between us and let's talk about them.
How would you um go about messaging
that? Well, one thing I would mention is
what you just described as why you are
reinforced in your initial belief by
what you see. That's textbook
confirmation bias. And we're all victims
of it. Right? In other words, what you
just said is the definition of
confirmation bias. You have a belief
about how the world works. And when you
look around, all you see is stuff that
makes you more secure that you are
correct. Whereas someone who comes in
with a different initial belief will
say, "I only see things that reinforce
what I already believe." That's textbook
confirmation bias. That's one of the
things I write about. I would say, and I
I don't know how far we want to derail
on this, but um confirmation bias from
where I'm sitting is where you apply a
greater likelihood of truth to something
that you already believe. Um and I would
say that's an emotional phenomena that
ties back to heristics. your emotions
give you a signal that you don't need to
think any more deeply about this. It
feels right, therefore it is right. Um,
very much not how I approach the world.
So for me, I'm always looking for
disisconfirming evidence and I'm looking
I'm basing the things that I believe on
and still a heruristic, but does
believing this thing give me a higher or
less degree of ability to predict the
outcome of my actions or somebody else's
actions? Often, by the way, looking
backwards. So, oh, if I adopt that
belief, can I make sense of the last 50
years of history? So, I certainly
understand that my mind is primed to
give me a positive emotional reaction
when I encounter something that I
already believe. Um, but because my
northstar is efficacy of prediction,
um, I'm at least running things through
that filter. Put aside the rhetoric for
a while, you know, oh, Biden was a
communist and Kla was a communist. Put
put all of that aside for a second. For
the most part, if this is the spectrum
of economic ideas, and I'm holding my
hand several feet apart, where the
majority of the disagreement is, listen,
just about everybody agrees the military
should be socialized. We shouldn't have
a variety of different militaries that
the US will contract out to depending.
We have the US military for the most
part. Uh for the most part, we agree
that firefighting and police should be
socialized. We agree about the vast
majority of this stuff. The difference
over which people are, you know, at
knives over socialism versus capitalism
is like, should healthc care be a little
more the purview of the government?
We've got Medicare and Medicaid. Should
we just put everybody in there? That's
an example of how the debate is
socialism and capitalism. And then we
kind of get down to them. and go. Okay.
So, it's like healthc care is one of the
areas of disagreement, but for the most
part, everybody agrees making cell
phones should be part of the market
economy. Uh the military should be
socialized and under the umbrella of the
government. And there's like three or
maybe four areas in the middle which are
really the disagreement. So, this is
just an example to kind of illuminate
how the rhetoric is of dramatically
different perspectives. In reality,
we're talking about mostly agreement on
what shouldn't be socialized than what
should with a little bit of disagreement
in the middle. That's a lot closer to
reality. It doesn't make for good
television.
Heard definitely understand that. I
would say though, there is something
else going on. Um, and I found this when
I had multiple business partners and I
would see these two very intelligent
guys going at each other saying the
other person was stupid. Like, it just
very confusing to me. And I was like,
okay, what does it mean when two highly
intelligent, very sincere people look at
the other person and go, "This guy's an
idiot." Um, that's when I realized, oh,
we're all writing on the back of base
assumptions. And so, we have base
assumptions, we have core values. Uh,
base assumptions being a form of belief,
and it seems like we're we're just a
little bit off. But if you understand
that your value systems are very
different, you understand why within the
scope of what humans believe, yes,
you're you're going to be relatively uh
close. Even somebody who's just a
diehard communist, to me, I would say
they simply violate some of my core
beliefs about the way the human mind
works, even if I I grant that rather
than being a psychopath that they
actually want good things for people, um
it it violates one of my core beliefs
about the physics of the human
experience. And so now I'm gonna fight
viciferously with anybody that even
though like we're pretty close, but it's
like the the value or the core belief
upon which you base that we should do
XYZ thing to me is so anathema to the
reality that that cannot help but play
out in a horrible way. And so that's
where I think some of the things
that despite how reasonable you sound
right now, I know that there is this
underlying belief having read your book,
you and I have a a fundamentally
different foundational block that
because we have this very different
foundational block around
um where things go when you begin to
socialize them that to you it seems
morally self-evident that we should be
um a social
democracy and to me it seems morally
self-evident that you want to avoid that
not at all costs because you are very
right that you I don't want no
government I don't want no regulation
you want light touch um but spilling
over into that categorization as you
define it in the book not me straw
manning the way that you see it um now
violates something I think is
fundamentally true about the human mind
and because that now just just as like a
sanity check so we're on the same page.
Your takeaway from reading the book is
that I'm a capitalist or a socialist.
Uh you're very careful in the book to
say that you need a um wisely regulated
capitalist system and we are not going
to socialism. Right? In other words, I
am not a social like I I am flat out not
a socialist. Like I think that that for
this conversation to make sense, we have
to kind of start from that because I
think that when I the examples I talk
about in the book, which of course
there's always the cliche of Sweden and
Denmark, but in the book I talk about
Portugal and I talk about Germany and I
talk about Uruguay and and parts of
India. I make super clear like what I'm
talking about is a slightly more
regulated form of capitalism where
capitalism does make sense for the vast
majority of our economy. I just don't
want your audience that's not familiar
with me to think that I'm here
advocating for or a believer in
socialism. The socialists hate me. They
call into my show and they say, "Why
aren't you a socialist?" And you know,
we have that conversation. But I just
think for the conversation to be
fruitful, it's good to clarify that. I
think a yes, that's very smart. And b uh
given that we are now, without having
expressly said it, we are already
heading down the road of how we fix all
of this. Um just to reorient everybody
to that opening question set. um define
for people. So you're not socialist. You
you are very clear in the book. You've
been very clear right now, but define
social democracy for people because um
my foundational block was tripped by
your very careful and very reasonable
measured definition of what social
democracy is.
Put as simply as possible, social
democracy is an economic system where
capitalism is regulated to ensure that
nobody falls below a certain standard of
living and that we are appropriately and
of course appropriateness is in the eye
of the beholder and we'll talk about it
but appropriately regulating business in
such a way that we maximize the
innovation and fruits of
entrepreneurship while at the same time
protect those with less market power as
the term may be to protect and defend
themselves. So there's nothing in there
about you know uh socializing means of
production or shared ownership. Co-ops
are welcome in social democracy but they
are not mandated. I consider myself a
small L li libertarian like I'm not a
part of the libertarian party but on the
spectrum of authoritarianism and
libertarianism I want the government
involved only when I can make a good
case that it makes sense and so I think
in the vast majority of industries yes
we want some framework of regulation to
prevent bad actors from taking advantage
of people with no market power but I
think only when it makes sense for
government to be involved healthcare
the military, police, administration of
elections, etc. That's where I want the
government involved. Now, if I were to
extrapolate that out just to make sure
that we're in agreement, and you say
this in the book, so I don't think this
will be controversial, but you hold up
different European countries and some of
the other countries that you just
mentioned as examples of what this looks
like when it's done well. And so, that's
where I look at that and I say to me,
that's exactly the thing that I'm trying
to avoid. Okay? And the the building
block for me that so much of my world
view is predicated on is the belief that
you're only going to get the level of
innovation that we get here in America
when you try to be far lighter touch
that you really are a capitalist system
with guard rails. There's no doubt I
want to be very clear on my side.
unchecked capitalism will create a bunch
of winners who will ice out all of the
losers and it will become tyrannical and
horrible in monopolistic practices very
fast and so uh the human mind for better
or worse uh has good parts and bad parts
and so I am well aware that there's
pathology on both sides
so for me the northstar is human
flourishing for as many people as
possible if I were going to really
oversimplify and obviously we have long
form here so We can get deeper into it
as we go, but I oversimplify the thing
that leads us there as innovation. And
when you look at Europe and their
ability to generate companies that you
may or may not even like, but to me this
is a very positive signal. Europe does
not generate the number of companies
that have a value of over 10 billion at
anywhere near the rate of the US. the US
remains by orders of magnitude the place
that's able to output companies of that
kind of size and scale. Now if like I
you believe that things reach that scale
because they are creating something of
value that makes the world better which
is why people would rather have that
thing than the money. Um and that
innovation is the very thing that pulls
us forward. Uh and you look at China and
how did China finally stop starving its
citizens? have finally accepted, oh,
we're going to have to let in
capitalistic principles. Now, they do it
in a very different way, which I'm happy
to talk about, but um that ultimately it
is the people that are able to produce
these things, these innovations that the
world wants that drive us forward with
progress, innovation, and therefore lead
us to the most human thriving. And that
comparing Europe now, which protects
people on the downside, but caps their
upside, you just don't get that
innovation. When I was younger, I used
to be much more on economic issues. Wh
which a person that would align with
what you just said. I was always
socially very much on the left and
progressive libertarian. But on a lot of
this economic stuff, I took a much more
kind of traditional approach. And what
changed my view was going out and
looking at some of the talking points
that are often repeated about the
American economy as related to European
economies and finding out that a lot of
it isn't true. First of all, I'll give
you a couple of examples. First of all,
I don't think it's fair to compare the
United States to Europe because what's
going on in Serbia versus what's going
on in Denmark or Belgium or Spain, these
are completely different business
environments, totally different systems
in terms of uh how corrupt are
governments or the expectation that a
contract is going to be um upheld and
enforced by courts. I mean, these are
very different business environments.
But let's just take the examples I use
in the book which are Sweden and
Denmark. One of the things that I often
believed before I investigated was that
you have significantly a larger share of
your income taken to taxes in some of
these countries. When you look into the
detail and you account for the fact that
college education and health care are
paid for through taxation for people of
average incomes and one standard
deviation to either side, the tax rates
are often identical or even lower than
in the United States when you account
for not having health care premiums and
co-pays and co- insurance and paying for
college etc. So like the first big
awakening for me was wow it's not true
that on balance you're just paying way
higher effective tax rates. Now at the
very top you are correct. It it is true
that
billionaires assuming you know that
we're not taking advantage of very
specific tax loopholes and mechanisms.
Billionaires in Sweden and Denmark are
going to pay more than in the United
States. That is true. But for the
average person you're really not. And
with college and healthcare included
it's not a bad deal. So then I went to
the next level and I said okay there
must be something that generates an
environment that is better for
entrepreneurship in the United States
than in these countries. So I started
looking into the business environment
and entrepreneurship and sort of
friendliness to startups. And it turns
out that Denmark especially but Denmark
and Sweden are considered as friendly to
entrepreneurship as the United States.
Now you might say how could that
possibly be? They don't have as many
many billionaires and and 10 billion
dollar companies etc. You do have to
scale that for their population. We are
talking about populations in Denmark and
Sweden that are like relatively small US
states and when you compare on per
capita basis it is a completely
different story. But for the most part
they're business environments which
include how bureaucratic is it to start
a business, how easy is it to raise
capital and sort of other factors. Can
you rely that the contractual system is
going to uh uh support the the legal
basis? It's really like fine. And and so
I don't want to go on and on, but the
the point was a lot of these things that
get repeated aren't really true when you
look into it. And I want I just want to
say one other thing on this. In the
United
States,
disproportionately, not even close,
those 10 billion dollar companies you're
talking about are coming out of the blue
states whose governments are much more
like Denmark and Sweden. And I think
that that's also something we we
shouldn't ignore when we say where in
the United States is most of that
innovation happening. It's California,
it's New York, Connecticut,
Massachusetts, uh, etc. Um, and that
mirrors much more the way that Denmark
and Sweden are organized. The reason
that I aggregated Europe was so that you
wouldn't make that argument that you
have to look at them on a per capita
basis. Once you roll Europe up together,
you're now approaching uh the same per
capita, not per capita, the same number
of people as you're getting in the US.
You have an economy that's roughly the
same size. So now the question, why
would you do that? It just doesn't seem
act it doesn't seem relevant. for the
same reason that you're saying that,
hey, there's a gotcha coming in and that
the blue states are actually turnurning
out better companies. So, you're asking
me to look at the different states as if
these are experiments in governance, but
you're saying don't look at Europe as
experiments in governance. No, I don't
think it's I don't think it's
systematically fair or unfair to either
group or disagregate, but I think we
would want to have specific reasons to
do it. I think if you wanted in Europe
for example, if you wanted to group the
UK, France, Germany, Denmark, Sweden,
countries that are more similar in
governance and you wanted to do the same
thing in the United States, group the
states that are more similar and look at
per capita on both. That seems like the
fairest thing to me. The entire United
States has these sub uh uh states that
in some cases do make sense to look at
in total or not depending on what we're
comparing. I would apply the same
standard to Europe. I think it's just a
details thing. It may or may not make
sense to separate or or uh combine
depending on what we're trying to say.
When it comes to the innovation aspect,
things are so different. Let me ask I
don't understand how you can look at a
group of call it 350 million people and
say cool compare these 350 million
people to these 350 million people and
tell me what answer you get. And the
answer is so overwhelming that it it's
not like the US has 10% more or 50%
more. It's hundreds of percent more. So
this is not a minor difference. And I
have a feeling though I have not run
this data specifically, but I cannot
imagine a universe in which you could
literally pick any state or even any
group of European states and compare
them to the US as a whole and they're
always going to lose. Just the sheer
volume of companies. Again, my belief is
companies get large by doing an
innovation that people care about. So,
America collecting the best and
brightest from all over the world
because they know this is the place that
you can go for those entrepreneurial
opportunities. Um, they flock here. And
so the question becomes, well, the one
thing we know, whatever hypothesis you
come up with, has to say that whatever's
going on in the US, whether it's
draconian blue states or the mix of blue
and red or whatever, but the US out
innovates Europe by a lot. And so now I
would say that it's pretty easy to
address why that's happening. And you, I
think, are very wise not to name the
countries that I'm about to name, but
like if you look at France and the way
that they get bogged down 20%
youth-based unemployment because a lot
of the stuff that's going on where you
hire somebody, you're not allowed to
fire them. There's so many regulations
that protect the employee that they
become ownorous on the employer. Uh if
you look at IKEA, IKEA fled Sweden,
right? If I remember correct. So they're
like, "Yeah, no. this the all the things
that you do to make your average
employee so expensive. We're going to
take our headquarters somewhere else.
And so you get all of these regulations
that I think are they have taken too far
a positive impulse. And so I agree with
you. I don't want to live in Sparta. I
don't want to live in a world where the
weak among us are put up on a hill and
let to die. That's not interesting to
me. So at the same time though, I think
you have to be so careful that my
foundational brick is if you air on the
side and you don't create enough
regulations, you can always add them
later. But when you start adding too
many regulations now, this gets brutally
difficult to unwind. I think of them as
barnacles on a turtle. If you put enough
barnacles on a turtle, the turtle
drowns. So it's like any one barnacle,
not a big deal. But you start
overloading these things and you start
seeing what we're seeing in the data
which is America is exploding with all
of this value creation for the world and
then Europe is not. So that's where I'm
like, okay, I like you, I don't want to
see people un I don't want to see people
left behind that we could have helped in
a way that does not diminish innovation
that does not confuse redistribution of
wealth as the miracle for production as
the miracle and I feel like I haven't
seen that done in a way in real life
where it plays out leading to the thing
that I value which is innovation. So
this actually may be more interesting
because you're probably I'm not going to
convince you. I understand that. So well
let me just say one thing. Much of the
what you're laying out I agree with
completely. It's I I and again this goes
to the earlier idea that I had which is
that a lot of this is calibrating within
a much narrower band than one might
think from like 4minute cable news
debates about this stuff and a lot of it
is about the how do we get there and
where do we draw the line but the what
you're laying out does not sound crazy
to me. Now, in practice, you may want to
implement it in a way that I would say
that doesn't make sense, but the
principles you're laying out make a lot
of sense to me as a social democrat
regulated capitalism uh uh sort of
supporter. Yeah, I love that. And so,
for me, if I were going to put a simple
sentence around how do we fix the
problem, I'm a big believer you
literally have to force people into the
middle. Like you've got to find a way,
and I don't mean literally forced, but
you've got to find a way to create a
sense that the only way that a nation
can move forward sensibly together is to
understand that I look at it through an
evolutionary lens. There is an
evolutionary reason why we have people
that tend towards what we consider
leftist personality traits. And there is
an evolutionary reason why we have
people that tend to what we would call
right personality traits. And so I
believe and I I see him losing you for
anybody just listening. He's making
faces that say he is not on board with
this. Uh I believe it is only in the
dynamic tension between the two of those
that we can find a path forward. But
that rides on a belief that I have that
nobody should trust themselves in the
way that people do because we are all
blind. We we are all you talked about um
the biases that people bring to the
table earlier. Everybody has them. most
people are either unintentionally or
even willfully blind to them. So getting
people to understand, oh yeah, the odds
that I see the world perfectly is
effectively zero. And so I want dynamic
tension with the other side. I want
people who disagree with me and I want
to debate that. And then my thing about
we're flying apart is just to what you
said in the opening of the book, we're
no longer having productive debates. And
honestly, I'll be very curious to see if
you agree with this. I'm not saying what
I'm saying to convince you that I'm
right. I'm saying what I'm saying so
that anybody listening can step into my
shoes, view the world through my lens,
then step into your shoes, view the
world through your lens, and go back and
go, "Oh, interesting. Those are two very
fascinating looks on this very hard to
ascertain object, which is what we call
the truth." And then hopefully they go
get a whole bunch of more people that
are thinking sincerely and then they
come up with their own vision of what
they believe to be true. Like that to me
is the only way for this to work because
I don't trust any one person no matter
how smart they are to accurately see
everything. No, I don't think there is
any single source of truth. And you know
that's why I cringe whenever Donald
Trump says things like he knows more
than the generals and the scientists and
the immunologists. You know, we'll get
back to that. But I used to believe what
you said a couple minutes ago about the
biological or evolutionary basis for
some of our political beliefs. I used to
believe that because that's what I
thought the science pointed to. I I
recently did a bunch more research into
it based on a book I read and it seems
that the the book is um how it's by two
uh brothers whose last name is Lewis L E
W I S. It's like the left and right is
broken. Something like that. how left
and right have broken America or
something along these lines. And it
disputes a lot of the kind of
conventional wisdom around this stuff.
And it found that if you really go to
the original source studies on some of
those physiological brain or
evolutionary bases for our political
beliefs, the effect sizes are tiny,
tiny, tiny, tiny, almost as to be
insignificant. And very often the way
that the questions are asked of the
groups that are categorized as being on
the left or right are slightly
different. And it creates arguably some
bias even in the way some of those
studies are organized. So right now my
view has changed on this where I used to
think you know the the larger fear
centers in the brain which has an
evolutionary value but in modern day it
doesn't work. I used to believe a lot of
that and the latest scholarship I've
seen on it really calls it into
question. So at least for now it's a
question mark for me. I don't know that
that's really a good explanation.
Okay. What do you put in its place? So
any theory has to explain the world that
we see. So we know that we have um a
left and a right not just in America
seems to rear its head basically
everywhere. Yep. There is and maybe
you're saying this is also being
questioned but I certainly have not seen
anything that questions this. The whole
idea of the free writer problem that
game theoretics tell you that if you
have a system that takes care of people
that people will take advantage of that
system. Uh and so any organism that has
survived as long as we have will have a
self-correcting mechanism. And to me the
self-correcting mechanism for the rights
pathologies is the left and the
self-correcting mechanism for the left's
pathologies are the right. Um so do you
have an explanation that shows us the
same picture that we see today but just
is higher fidelity than the one that I'm
putting forward? It's it's a combination
of urb This is in no particular order.
Urban versus rural seems to be a major
factor. Following your parents' beliefs
highly correlated with our own beliefs.
In other words, we are much more likely
to follow the beliefs of our parents and
the household we grew up in uh than we
are uh to oppose that. Although of
course, people end up going against
their parents. But these are just these
are associations, things we know are are
associated. um meaning these are things
that are more predictive of someone
being on the right or left or uh so
interesting. I don't know that I want to
drag us down into that. I will say if
that's what you're saying that does not
necessarily mean that biology isn't
driving that. No, my point is the
biology studies show a very weak
association. Whereas urban versus rural,
economic class, your political
environment you grew up in, these sorts
of things show a much stronger
association.
Yep. That all makes sense to me in terms
of culture. Everything's going to be
downstream of culture. But to your
earlier point, there is a finite number
of things that we're talking about when
we're talking about, you know, building
out the government. Uh, humans have so
much in common. I wouldn't expect these
differences to be like wildly
pronounced. Um, and look, we're we're
definitely at the edges of something. I
don't think either of us have the
scholarship memorized here, but one
thing that I see people do all the time
is they'll be like, "Hey, listen.
There's more difference uh between two
women than there are between a man and a
woman." And while that is statistically
accurate, anybody whose takeaway from
that is that men and women are basically
interchangeable, will have no predictive
validity as they try to navigate life.
And so, um, I'd have to look at the
studies and see how this all plays out.
But from a I'm trying to get to
predictive validity. If I look at the
world and I say the world does break
into left and right, maybe I'm wrong
that it's from a biological reality, but
honestly that just allows me to
verbalize it. The truth is that I have a
left and a right to contend with and
mapping out what the left and right are
important and contending with what do
the left and right do from a um
stability of a very large um an organism
that cooperates in very large numbers.
So why is that dichotomy so present from
from a outcome perspective? Forget the
progenitor of why we ended up here. just
what does it do from an outcome
perspective? Um, that stuff still
feels like that would be the place to
zone in. Like if you and I can't agree
on how we get there, now that we're
here, what does it tell us and what do
we do about it? I I kind of feel the
need to just a little bit challenge the
notion that left and right is still a
good shortorthhand for political
beliefs. I mean, I think that in the
last 10 years especially, that has
really just broken. Um you know some
examples would be it used to be sorry
before you do that do you can you define
very clearly Tom left and right is wrong
it's establishment and populist I I
think that one ruler that goes left to
right is just not dynamic enough I think
you know a better step and it's not
perfect but a better step would be the
sort of social spectrum and then
authoritarian libertarian so then we
imagine four quadrants now yep So you
could be socially liberal authoritarian
where you want a government enforcing a
lot of this stuff or you could be
socially liberal libertarian where
you're kind of like get the let people
do whatever they want by getting out of
the way rather than by enforcing it.
This is a little better. I mean like the
the what we're up against is that this
is actually pretty complicated stuff and
left right especially now I argue is
woefully kind of underpowered to really
describe political beliefs. But just to
give you one little example, it used to
be the case that the right in the 80s,
in the
'9s, it started to shift somewhere in
there. The the right was very much
opposed to the rule of people like
Putin, Kim Jong-un, Duterte, Erdogan,
Bouetle, etc. Right now you see a very
different perspective on that issue.
Does left right really encompass why now
all of a sudden it's the right that is
much more friendly with the
authoritarians and it's the left that is
more skeptical of the authoritarians.
Now no one example is going to fully
kind of like illuminate a better
approach which I'm trying to outline
here. That's just like one example of
how the shorthand of leftright is
falling very short. Especially, I would
argue for one reason that applies to
what used to be the left and one reason
that applies to what used to be the
right. On the right, MAGA and Trumpism
have completely upended our
understanding of left right. You know,
they had these populist claims and the
the anti-war stuff. And at one point,
Trump said he has no issue with LGBT,
but then now he's doing a lot of the
trans stuff. It's just kind of a
mishmash of stuff. On the left, where I
see the term starting to fall short is
what I've criticized as kind of like
exclusionary purity testing from the
left that I find very authoritarian,
which is not the kind of left of 10 to
15 years ago. So, I think both sides
have not blame, but there are things
that have changed on both sides that
have made leftright kind of a faulty
shortorthhand.
It's interesting. I love that. Uh
certainly a more nuanced take on uh what
is going on. Yeah, anything that has
higher predictive validity for me is a
win. So uh that makes sense. We'll get
back to the show in a moment, but first
tech's biggest secrets are now being
shared. And here is how to listen in.
Whether you're tracking AI's exponential
growth, trying to navigate the crypto
landscape, or just trying to understand
how technology is reshaping global
power, you need an insider perspective.
Not the sanitized PR versions, but the
raw, unfiltered thinking of the people
making these decisions. That's exactly
what Tech Unheard delivers. This is not
your typical corporate podcast. It's ARM
CEO Renee Hos getting Tech's most
influential leaders to drop their guard
and speak candidly about what's really
happening. But one of the things that I
realized was that as technology got more
complex, it just became impossible for
one company to specialize. You had to
have the value chain split out into
different companies so that you could
have the specialization that made
technological progress possible. Tune in
to Tech Unheard from ARM and NPM right
now on your favorite podcast platform.
your competition is already listening.
And now, let's get back to the show. In
the book, you make a there's a chapter
called Why Choose the Left? And I would
say you you're making a moral case for
choosing the left. What do you see if if
you agree with that um assessment? What
do you see as a moral case for the left?
I don't agree with that. I I think
really I'm making an empirical and
economic case really, and it's a lot of
the stuff we've already talked about,
much of which we disagree with. I mean,
I think the the the proof here is the
tension you describe as important, I
agree is important, and I advocate not
for the rubber band coming off and
flying all the way to the left. I
advocate for something that is modestly
to the left, to use that shortorthhand
of where we are right now. And I, in the
book, I point to examples around the
world, some of which we've talked about.
It's it's really
primarily you know the the problem with
making the moral case which I think you
know you could make I guess but the
problem with the moral case is morality
can differ a lot more than I think uh
economic metrics can differ and so my
effort in the book and maybe I failed to
do it if it came off as only a moral
case is that when we look at the five or
six examples I cite that there's a
really good empirical and economic case
for what I'm advocating for. It doesn't
crush innovation. It doesn't stifle
liberty or freedom. And I try to defend
that in the book. I may fail to do it,
but that that's that's the goal for me.
The reason that people have such a hard
time convincing people is you're going
up against somebody's frame of
reference, that frame of reference is
going to be built around their biology,
their beliefs, and their values. And it
also has to describe the world as they
see it. And so if you're giving them a
piece that they look at and they're
like, "That doesn't match what I believe
to be true about the rest of the world.
I can't shoehorn in this piece to a
totally different world view. And so,
um, this is something I found with every
human I've ever encountered, myself
included, piercing somebody's frame of
reference is exceedingly difficult. And
it's really interesting because reading
your book um I and it's written word and
so Lord knows I was obviously putting
top spin on it but reading your book I
felt like you were making a very
aggressive um pitch to the left. The way
that the book felt to me and you've been
very careful and articulate here and so
I will take that the way you're
presenting yourself now is accurate and
my read of the book was off. But what I
took away from the book was uh the echo
machine is a thing of the right and the
right is especially um in this modern
Donald Trump era like is really becoming
unhinged and there is a reason that you
should be choosing the left and you do
break down the empirical arguments that
that is for sure. Um giving countries
all that stuff um in terms of this is
the world that I want to live in. talked
about that at the top of the show
and but man, I literally am convinced if
I did a search for your book that it
actually says something along the lines
of and it's more moral. And so I was
like, wow. Like he's making a moral case
that the the left is the right way, the
right is um is wrong. They're, you know,
racing off into madness. And if I watch
your show, admittedly, entertainment
value is a thing. And if you watch me on
my show, um you and I are both meeting
energy for energy. So neither of us is
doing the escalatory. Like if one of us
started like really going ham, I'm sure
the other would too. Uh so I love that.
Uh but I if you're watching your show,
like there's a sense of urgency. Like
there is a bad thing. That bad thing is
happening right now and there's a thing
that we need to do about it. And as
you're laying that out, you will point
to the book. I talk about this in my
book. I illustrate this point.
Um, I think you're you
are acting what I'll say socially right
in that um you're meeting me where I'm
at and this is very cordial. It was
cordial before we started it's cordial
now and I love that. Um, which tenor
though represents where you think we are
as a country? Like do you think that hey
we really are this is a I think in
today's episode or yesterday's episode
you're like the constitutional crisis is
happening right now it is real um or the
book which as I read it sort of in that
vein of like yo this is this is bad this
is happening right now we've got to do
something about it left you got to learn
from the right the right is manipulating
people and we've got to get better at
being on message and all that so we
don't get steamrolled uh the show also
has that urgency
Yep. But here as we're talking, it feels
more like, hey, we're okay. Like, this
is going to be fine. Well, listen,
here's the thing. This is really good.
It's really good that you're framing it
up this way. All of these things are
true and the sorts of conversations we
need to be having, I think depend on the
environment. So, if I start ranting to
you about how the Trump administration
just ignored a specific and concrete
court order and that it's not clear that
the judiciary is really going to be able
to enforce uh what I believe
historically it has been able to enforce
which are specific decrees. Uh this
relates to the deportation uh to El
Salvador of a bunch of people that a
court said you got to you got to come
back. This was done extrajudicially. uh
the Alien Enemies Act doesn't apply. You
haven't declared war. We're getting like
into a very specific and punctual aspect
on that issue. I think it it is
literally a constitutional crisis in the
sense that as designed, the judiciary is
still supposed to be able to set some
guidelines and say this is a court
order. Do not do this. And if whoever
the party is does the thing, the
judiciary should have some way either by
using criminal or civil contempt or
other mechanisms to enforce what it
decreed. The Trump administration, as we
are taping this, is ignoring that. I do
not know that the judiciary is going to
have the teeth to actually enforce what
it has decreed. The Trump administration
may be able to get away with saying, "We
don't care what a court has determined."
Objectively, whatever you think about
the deportation, if you care about the
Constitution, I think you have to be
concerned about that. Now, I have no
idea what your opinion is about that,
but I do think that that is an urgent
thing where if even courts can be
ignored, we are going against the rule
of law in this country. I'm for the rule
of law and law and order. So, I I'm I'm
scared by that. And I don't say I'm
cowering scared, but I'm scared in terms
of like what it means. At the same time,
I think a lot of the once Trump is gone,
and I do believe he will leave. You
know, I know people are talking now
about he's going to never leave third
term. I think he's going to leave or
he's going to die, right? I mean, he's a
very unhealthy close to 80year-old guy.
um the broader conversation about values
and ideas and how an economy should be
organized. That is also an important
conversation to be having with you. And
the only way to have that conversation
is in a sort of sane and calm way, not
by kicking and screaming. And so I I
think that they're both accurate if if
I'm honest. And of course, we all know
that on certain platforms you have to
play certain games in order to get
attention. And I would love it if I
could call my videos a sober discussion
of the constitutionality of judicial
orders. I would have no audience and I
would get zero views. And so the content
of it is what I believe. But you know,
we we are playing the game that you have
to play if you want to build an
audience. Yeah. No, I get it. Um looking
at to answer your specific sort of
question, I'm with you. If Trump starts
ignoring executive orders, now I've got
beef. My thing is whether judicial
orders, judicial orders, not executive,
executive are the ones he sign. Sorry.
Sorry. Sorry. Yeah. Yeah. Yeah. Thank
you. Judicial is what I meant. Um if you
have a local judge that federal, but you
know, obviously not at not on the
Supreme Court. If you have a federal
judge who's like, "Hey, you can't do
this." And he does it anyway, that that
is a huge red flag for me. Um I
certainly do not consider myself
Republican, so that's nice and easy. I
just try to um always steer by what is
going to lead me where I want to go and
I love me some checks and balances. Uh
very big believer in the constitution.
So um that one sends up red flags. Now
if there's if Trump believes that these
are activist judges and they are
problematic and we need to do something
about it, then it's like well okay what
does the constitution say you do when
you say you appeal? Exactly. So it's
like you follow that process. Uh, and so
seeing him flirt so heavily with that
stuff, um, that is deeply distressing
for me. And I would like to think
anybody who's not playing on a team,
unless you're going, "Yeah, you know
what? I think that the executive really
should have the uh, supreme authority
and they can overrule the other two
branches of government and this is how I
like it." Then it's like, "Cool, pass a
constitutional amendment." And if you
can't do that, uh, sit the [ __ ] down
because that's crazy. So yeah, anyway,
that stuff um is deeply troubling in
terms of they they are red flags. Now,
he has made mouth noises about we're not
going to ignore the courts on this one.
We believe that um we're in the right
and that we're going to be able to prove
that in a
court. Playing pretty fast and loose for
my money. So anyway, I agree with you
that this could escalate into something.
Um, I think I'm, you know, maybe five or
10 paces behind you in terms of where I
think we're at in the danger zone, but
there's no question that we're flirting
with things that that I find really
distressing. Um, going through your
book, it you definitely um feel like
somebody who's coaching the left on how
to do this. Well, we've talked about
your economic policies. Uh, we don't
necessarily see eye to eye on how all
this stuff plays out, but I think you're
very cogent. Uh, you've explained your
take, and so people can now do without
what they will.
Um what when you look at the declining
popularity
um in the most recent polls showing that
the Democratic party went from like low
30s now to high 20 like
29%. How do you read that in terms of
what are we going through as a nation
whether we should be or not? I think
you've even talked about this like I'm
not going to argue with how people feel.
I'm just going to address that that's
what they feel. Like how how do you
conceptualize what is the country
feeling? Why is the left unhappy with
itself? So the background is the country
is as unhappy in general with our
elected officials as it's been in a long
time. So like Trump, if you right now
March, you know, mid-March, late March
of the first year of a presidential
term, Trump has the lowest presidential
approval of any president at this point
in time other than himself in his first
term. So Trump's approval for March,
mid-March of year 1 is historically low.
Democratic approval is low. The
Democratic approval being low. And I
just as a by the way, I'm not a
Democrat. I the whole political party
thing to me is just these are
institution. They're almost like
corporations that justify their own
existence. And so to the extent that the
better candidate is a Democrat, I'll
vote for the Democrat, but I've never
been a Democrat. I'm not part of the
party or any of that stuff. Just as like
a side note, when you've lost
everything, it makes sense that people
would look at your party and go, I don't
approve of what's going on. Right? I
mean, Harris lost, Democrats lost the
House, Democrats lost the Senate, and
Trump has just been sworn in, and people
on the left are upset about what he's
doing. It makes sense that approval
would be absolutely rock bottom. Am I
worried? I mean, I I'm generally worried
that the party isn't going to figure out
what the hell to do anytime soon. That's
my concern, and that would be reflected
in the approval. Um, but it does make
sense to me that this is basically rock
bottom for the Democratic party. And so
it's logical to me that approval is
extraordinarily low. And at the end of
the day, the Democratic Party is not
really doing anything right now. There's
not that much they can do other than
either obstruct or, you know, recently
Democrats helped to keep government
open. But yeah, I I think it is a
concern for the party and it doesn't
bode particularly well unless something
turns around. It's interesting. I feel
like the thing they can and should be
doing is what Governor Nuome is doing.
Um I I am shocked as a I've been in
California now for over 30 years,
mortified to my core about what has
happened under Nuome's leadership. Uh
and when you started the podcast, I was
like, "Oh, damn. This guy is slick. He
is charming." Like, I get why uh people
like him. And that made me think, okay,
if I were coaching the left, I'd be
like, "Guys, listen. That's the
playbook." Like, he's not bringing
friends on. He's bringing the people
that hate him. He's You know the problem
though? You know the problem? His
approval has collapsed since the podcast
started because and this is me being the
messenger here. uh the perspective from
so many in the middle and on the left is
he's playing too nice with what are
perceived as extremists and that this is
a calculated move to appeal to moderate
Republicans in the middle to fix his
image as being too far-left to set up a
presidential run for 2028 and that it's
been a miscalculation. This is this is
not my analysis. I actually have only
watched a couple clips of what he's done
so far. But the analysis I'm getting
from many is this is backfiring because
you take the Charlie Kirk interview
after Charlie Kirk got him to concede to
a bunch of stuff. Charlie Kirk was
interviewed by Alex Michlson and Charlie
Kirk was like I think that this there's
no one in the world that wants to be
president more than Gavin Newsome. I
think that's the reason he's doing this.
He's not convincing the right that he
actually is someone that they should
consider. and the middle and the left
also seem disgusted with the podcast.
So, I think it's backfired from what I'm
hearing. I totally respect and
understand that you like it based on
your sensibilities, but at scale it
doesn't seem to be going super well.
Man, that's interesting. Okay. Uh I love
finding out that I was wrong. I like
planting flags so that I can um watch my
thinking to see if it has predictive
validity. So, I'm going to plant a flag.
Now, having heard that this is currently
backfiring, I'm going to say this is
going to be the win for him that he's
expecting it to be because I could not
have been more emotionally prone to
dislike him. And when when I saw
uh him during the fires, I really had
like a negative emotional veilance
towards him. I wanted to crawl through
the TV and headbutt him and was just
like, "Fuck this guy. He let a bunch of
houses burn. Forget about the wealthy
houses, dude. There were plenty of poor
people that lost their [ __ ] houses.
And his response really, really was
enraging to me. And everything I found
myself nitpicking the way he was doing
that shimmy. And when you get down to
like, I don't like the way you [ __ ]
move. Like, you clearly are in an
emotional space. And when somebody was
like, yo, he launched a new podcast and
he uh interviewed Charlie Kirk. I was
like, what? So, I was like, "Okay, we
got to check this out." Uh, that's
interesting. And seeing it, I was like,
"Damn, I want to hate this guy." And at
the same time, I'm like, "That move is
so gangster." And the way that he
because he got my my sort of begrudging
respect because he brought on Charlie
Kirk. Charlie's not dumb. Charlie is
very partisan. Charlie is going to go
after you if he can. And he did a pretty
good job of disarming Charlie in that
Charlie even had to do his own not may a
culpa but he was like listen you're
about to watch this interview. You're
going to wonder why I'm not attacking
him and the reason is that you're in
somebody else's house. You don't want to
act like an unhinched fool. So he's like
so I tried to get my oneliners in. But
like I think he would admit that Newsome
is very good at this game. And you also
talk about the left eating their own
through purity tests. If I'm coaching
the left, I'm saying, "Guys, there's
something here. You've got a guy that's
willing to go into the lion's den in a
way that your other candidates during
the 2024 election cycle were not." And
you were saying that there's this thing
like it's relaxed. It's cool. He's the
guy that can give you that when he like
[ __ ] Matrix style dodged the French
laundry question. And look, people are
going to meme it, but like he didn't
give you a thing to be remad about. He
was just like, "Oh, no, man. I can't get
you reservations. No, I know. All good.
Biggest mistake of my life. Grow up,
man. Move on." It was just like that
slow bullet time. Like, I was like,
"Damn." So, I think he's good. And
people don't remember what you say, but
they remember how you made them feel.
And I have a feeling that this guy, he's
going to have to push through his own
party being grossed out, his own party
railing against him. But when it comes
down to the wire and it's like who are
they going to have to beat right now?
This probably won't play out like this.
It's always path of most pain. But uh JD
Vance, let's just say Trump really does
go. JD Vance is the 2028 candidate. And
now all of a sudden, unless they've got
an Obama hiding in the wings, they're
going to look to somebody like that who
can do the thing, who can do the
podcast, who can go out there, who can
be slick and represent their side. And I
think again, if I'm coaching, dear left,
let go of the policies that are not
winning you any friends. If you can let
go of those policies, find your way
back. And again, this is my bias. I want
to see people move towards the middle.
But if they can let go of some of the
stuff that's, you know, more 7030, 8020,
9010, get to that stuff that's more in
the middle, he's he's laying the
groundwork, man. And again, I want him
out of office in California. So I'm not
a guy that's like, "Oh, I want to see
him become the president." and do to the
US what he did to California. But at the
same time, if somebody's good, I'm not
going to lie about it. I've always seen
him as extremely skilled uh in it in
political situations of all kinds. And
he's very polarizing among Democrats. I
mean, there are a lot of California
Democrats that say he has ruined the
state or they don't like how he's
handled crime. At the same time, I think
that he he brings a lot of important
skills to the table. I'm terrible at
predictions, so I have no prediction
like you to make. But what I will say is
is this. One of the huge mistakes that
Democrats seem to make over and over
again is having some vague idea of what
the candidate should be like, picking
someone who isn't like that and then
bringing in consultants and doing focus
groups to try to change that person. And
and the example is Kla Harris. The Kla
Harris I met in March of 24 when I went
to the White House behind the scenes,
okay? Extremely dynamic, warm,
personable, spoke extemporaneously about
AI, economics, education, China, Russia,
Egypt, right? All this stuff. And I
said, "This is somebody who really could
be president." the first two weeks of
her campaign, dynamic speeches,
different speeches every day. They
picked up on this these guys are really
weird thing, which like it or not, was
actually working very well because it
turned Trump into a joke, which he hates
being and it was triggering him. It
lasted two weeks, maybe 12 days, and
then all of a sudden, she was giving the
exact same speech multiple times a day.
The these guys are weird stuff ended.
the hyperc controlled interviews like
the Alex Cooper thing began and it was
almost like the consultants and the
focus group said this is this is what
she's doing. This is what we need the
candidate to do. Force her into this
box. And so like what seems very clear
is that the Democratic candidate needs
to be chosen because they're the right
thing without changing without being
brought through the consultants and the
modifying way that you talk and relate
to people. I don't know who that is.
Maybe it's Newsome, maybe it's not. But
it you can't keep trying to change the
candidate into what you believe voters
want. they you have to pick them because
they either are what voters want or
don't pick them if they're not and leave
it at that. That that's definitely
something that needs to change. Okay.
So, if we take your book as coaching to
the left, what is it that you want to
see them run as the policies um even now
be they're not empowered. They're going
to have a hard time getting stuff
through. However, they can start
messaging building that package up for
people to really glom on to. Um, do you
want to see them run a Trump is dumb
strategy? Do you want to see them uh
stand 10 toes down on universal health
care? Like what do you think is that,
you know, 7030 in their favor thing that
they could be running on? Like you said,
the policies don't matter. I agree with
you. I mean, I'm sort of sort of being
tongue and cheek, but to a great degree,
I mean, listen, we know that there are
issues that are not issues with which
you win a national campaign if you're a
Democrat, right? Gun safety regulations
nationally are not going to win you a
presidential campaign. We we just we
just know it. Okay. So the the first
thing would be identify what really
shouldn't be the important aspects of
the campaign. Second part of it I
already mentioned is you need a
candidate who is genuinely what people
want rather than someone who needs to be
molded. So let's assume that that's
done. I think the key thing, and I was
speaking today with Congressman Jamie
Raskin about it, and he seemed to agree
with me, is it's what I said earlier,
which is there needs to be a unified
explanation for why what has been going
on isn't good. Right now, I'm leaning
towards we don't argue about tax rates
or deductions or Cubid, right? The
qualified business income deduction.
Personally, I care about it a lot, but
it's not necessarily salient to to
everybody. it. I think right now it has
to be look at all the promises. Look at
how they actually governed. They have
nothing for you. It's about the cabinet
with the most billionaires on it that
we've ever seen and putting an unelected
bureaucrat, their language, right, which
now we turn against them. It they put an
unelected bureaucrat, Elon Musk, in
charge of just about everything. Trump
sits slumped over in the Oval Office
while Elon wearing a hat rants and raves
as his kid picks boogers and puts him on
the Resolute desk. The imagery is
humiliating. Putin has them on hold for
an hour. It's embarrassing and they've
got nothing for you. Now, obviously, I'm
not a political consultant. That's not
fully fleshed out and it needs to be
built upon and much smarter people than
me should do it. But to me, that is way
more salient than $5,000 tax deductions
if you start a new small business,
right? Which is sort of like, man,
that's not getting you any traction. If
I were advising them, this would be a
sit and wait game. Never interrupt your
enemy while they're making a mistake. I
don't yet know if Trump is making a
mistake. And my audience already knows
this, but for anybody joining us, I
voted for Trump. I believe that he was
looking at things economically in the
right lens. Now, uh, it feels more and
more like I'm asked to believe that he's
playing Tessarak chess and I'm not not
just 4 D, but like, woo, buddy, like
this thing is folding in on itself. Uh,
so I don't the tariffs though, Tom, you
the tariff approach, you think
economically it doesn't make sense. I
think hokeyp pokey tariffs where you put
your right tariff in, you take your
right tariff out. Uh, that game is
creating economic chaos. Now that
economic chaos in the market is actually
doing a good thing and that good thing
is it's deflating asset values which
means that people that previously
couldn't afford some of these assets can
now get them. Do I think he did that on
purpose? No, I do not. So this is a um I
believe and this is where now I have to
start stacking my belief set otherwise
what I say isn't going to make sense. Um
so my belief set is the following.
You're in a cold cold war with China.
You have certainly the potential for a
hot war with China, though I think it's
certainly avoidable. Um, you will
certainly have heard of the idea
Thusidity's trap. I'm sure your audience
has. For anybody that hasn't,
Thusidity's trap was something uh that a
Greek philosopher honed in on like 2,000
years ago. They said when you have a
declining power, in this case the US,
and a rising power, in this case, China,
uh the declining power will not be able
to accept that they are lower on the
totem pole. And you can just look at the
way that Trump reacted to Zalinsky not
showing proper respect and you know
exactly what it looks like. Uh and then
the rising power won't accept to be
acknowledged as a peer and maybe not
just a peer but somebody that's
beginning to pull away from you. And so
historically they just end up colliding.
They can't they can't avoid it and they
end up historically anyway in a hot war.
We at least have economic warfare that
we can go through before we get there
and and hopefully we do and we can sort
of exhaust ourselves at that stage. But
uh nonetheless, so you're doing that
now. Trump starts banging on about
tariffs and I'm like, "Yes, this is good
because we need to return uh some, not
all, but we need to return some
manufacturing back to the United States
because you cannot have a war with
somebody who controls your
manufacturing." And that is a position
that we're in. I'm not saying war is
good. I'm just saying we are in a
position now where you can't pretend
that that's not on the table of options.
Uh Taiwan holds the key to your modern
way of life. And if you believe like I
believe in AI and innovation in general
and that AI will be the progenerator of
more innovation than anything else in
human history at a speed the likes of
which we have never seen before. So AI
matters and now something like 85 or
more% of the AI chips come out of
Taiwan. China has said in no uncertain
terms we will be reunifying with Taiwan.
That doesn't mean that they instantly
cut you off from that but it does mean
that they can. And so now that puts you
in a subservient position, which I do
not see Trump for sure, no way he's
going to allow that. So now you're in
this position where I'm like, okay, he's
doing the hokeyp pokey tariffs. I don't
think he's doing it on purpose. He's
causing massive disruptions in the um
the asset market, the the stock market.
And what we need is a set of actions
that will return some manufacturing to
the US that will ensure that countries
are making big investments here. For
sure, we need the um Taiwanese companies
that are running the chips to make
investments here. Apple talking about
investing here. So, it's like he's got
the business leaders saying the right
things. Now, I don't know if they're
actually just sort of saying what he
needs to hear and then waiting to see if
he implodes. Uh, that's certainly
possible. And I'm sure they could drag
their feet enough to at least get to
midterms and then see is he still
popular? And if he's still popular,
cool. We're actually going to spend the
money. And if he's not, then we're
really going to back off. All of that's
possible. So, I just know what he's
doing will bring some manufacturing
back. But, he's playing a game of
chicken. And will he implode the economy
before he does it? I don't know. Yeah,
that's really interesting. You know,
it's interesting you mentioned the
Taiwan example because I've been
thinking about that a lot when I talk to
my audience about tariffs. First of all,
I think that with Trump, what is said is
almost irrelevant. And I think back to
his big announcement on like the second
week of his first term where he went to
at this point, who was it? Indiana, was
it Ohio to say, "Hey, you know what? the
Carrier air conditioner plant is staying
here. We just did a great deal. We're
already winning. And what it was was
they gave Carrier a bunch of money to
stay there for a year and then Carrier
still got up and went to Mexico. And it
was sort of like what is said and what
the truth is with Trump I think are two
different things. The tariffs though I
think are really interesting because the
conversation as we talk about it often
degrades and it's become are you for
tariffs or are you against tariffs? And
as I've said to my audience, it's a
tool. If you have a bunch of nails that
you need to nail in, a hammer is a
fantastic tool. If you're trying to cut
a cheesecake, the hammer is all of a
sudden not a great tool, right? So, it's
what are you trying to do? For me, when
I think about how would I consider
tariffs as a useful tool, I would say
for national security and because of the
future of AI and tech, I would love to
bring chip manufacturing back to the
United States. The way I would conceive
of doing that would be a tariff on
Taiwanese chips with an on-ramp as well
as subsidies for companies that come and
do it in the United States.
Understanding that the time horizon has
to be longer than one presidential term
because that's really, you know, we have
four-year presidential terms and
two-year congressional terms when a lot
of times the projects are decade
projects. It took 40 50 years to get to
the manufacturing status quo we have now
through a series of cumulative decisions
about offshoring. So that would be a
specific use of a tariff that I would
completely support 25 50 to 10% on
Canada because of fentinil or actually
because of the border or actually
because of being taken advantage of
economically or actually because he
doesn't like Trudeau. That seems nuts to
me. the the Taiwan example which you and
I both sort of seem to have come across
as there might be something here useful
and so I think you know that this is not
really the conversation that most people
are having it's like tariffs good
tariffs bad but I agree with you that
the chaos it's causing is absolutely
nuts yeah this to me is the team purity
test if you long to be on a team and you
want the heruristic the shorthand and
you want the sense of belonging uh then
tell me what my talking point is I'll
find a way to get behind it um The thing
that I am most interested in with the
Trump presidency, and I think you and I
are going to disagree about this, which
hey, base assumptions, it's fine, but um
I remain
incredibly excited by the people that
Trump has surrounded himself with. When
I look at Scott Bessant as Secretary of
the Treasury, knowing that he grew up
under um Drunken Miller, uh one of the
most successful capital allocators of
all time, uh that he's been, you know,
his entire adult life been saying, I'm
going to understand the global uh
economy and I'm going to make bets and
obviously has done a phenomenal job of
betting and winning. So certainly
somebody that I would say understands
the way that the global market works and
what forces impact it. That's exciting.
Um, my most controversial um, fantasy
football pick is Elon, who oh boy, uh,
he is not a super popular guy right now.
And my team keeps telling me to stop
talking about him, but the reality is
I'm going to say what I believe. Uh, and
time will age it like wine or or cheese.
We'll find out. Um, but wine or milk, I
think, would be a better analogy. So on
that, um, I I just think it's
incredible. He's got the greatest
builders, the greatest capital
allocators. Um,
and while I think that this is an
incredibly complicated thing, and I
seriously doubt that he's the greatest
dealmaker of all time, there is an
element
of the way that he's moving, the chaos
that he's creating, if it doesn't
destroy us, the economy, which it
certainly could, could eviscerate our
allies and make them just want to see us
burn cuz [ __ ] you. That's very possible.
Uh but if it doesn't, it could move the
Overton window enough that he can
actually get some of these things done
and change the um economic balance of
power around the world such that to your
earlier point, we don't have to have 50
military bases in Germany because Europe
is now taking care of their own
defenses. Um, and I would love to see a
world in which there's more
uh we're less the world's policeman and
more of a I don't know, big brother is
probably the closest thing that I can
get to right now because I don't want to
lose our dominance, but the way that
we've been treating it like an empire is
just too expensive. It'll burn us out.
Yeah, we completely disagree. I mean,
listen, a lot of this is going to just
be I've told my audience with this
economic stuff. I'm simply going to be
looking at data and I will share the
data with you and you can fact check the
data. We're 2 months in. So, right now
it's been chaos. Is it conceivable that
Bessant is going to take the skills you
described and make America great again
and the growth and all of this stuff?
Sure. I I'm just going to look at the
numbers and where I am skeptical
is I think implicit in your analysis is
that people from the business world are
sort of naturally the good or best or
right people to be making a lot of these
government decisions and I just have not
seen evidence of that if it was
demonstrated to me business people in
general are the best in these cabinet
roles and as president right the whole
argument with Romney was we need a
business person If you go back in
history, it's like it doesn't, you know,
the record isn't so great of business
people uh uh in in government
necessarily. I just struggle to think
that the cabinet with the most
billionaires ever combined with Trump's
I believe complete kind of lack of
understanding of how even tariffs work.
Like I think Trump still thinks China
cuts a check for the tariffs. That's how
disconnected I think he is. Um, I just
don't see a reason to expect things to
go super well, but I hope that they do.
I mean, I I said on the day of Trump's
inauguration, I hope he succeeds, not
politically. I hope he succeeds in
improving the lives of Americans in a
way that we can empirically measure. And
so, you know, there's eight or 10
metrics that I look at. I hope that
you're right. I'm very skeptical about
it, but I'm going to be completely
upfront with my audience about where I
ultimately come down. Yeah, know that
makes sense. I hope that I'm right. I
have my level of skepticism
um watching what I see happening, but um
when I look at the alternative and think
about what does it look like if we were
still in the place we were at with the
Democrat party in control. uh that one
from an authoritarian standpoint, from
an economic standpoint, from an uh
innovation standpoint, very specifically
AI, that's where I am more afraid of the
direction that the status quo was
headed. But I'm certainly not blind to
the fact that there is a breaking point
and if you bring too much chaos down
upon yourself, um yeah, you can really
break alliances. But look, we have such
a strong economy, people are going to
want access to it. So, we've got tools
that people aren't going to walk away
from easily. Um, but yeah, I think these
the the thing that's happening with the
tariffs strikes me as what I call the
shoot me in the ear, bro hypothesis.
Like if people think that all of the
chaos that he is creating is a well
orchestrated
uh plan, it would be like his
assassination attempt, him being the one
to orchestrate it and say, "Look, look,
look, just just shoot me in the ear."
Like, it's got to look real. Like, you
got to get really close. as if that
couldn't go so horrifically wrong that
it would be the dumbest idea of all
time. And I remember when that happened,
people were like, I bet he said it up
himself. And I'm like, what are you
talking about? Do you know how close
that bullet came to killing him? It's
nuts. Uh so yeah, that would be absurd.
So this that's how this feels to me. We
may end up in a good place, but the odds
that the way he's doing it is
intentional and that he's got it mapped
out is effectively zero. Now, Tom, on
the $5 million the $5 million Trump gold
cards for citizenship, we we agree
that's nuts, right? No, I love that.
Okay, so here's the thing. Here's my
question for you. Here's my question for
you on it, and we don't have to go deep
into it. Aside from your opinion as to
whether it's good or bad, you agree
there's no way in hell that 10 million
people sign up for that the way Trump is
sure, right? Like, have you run the
numbers on it? Yeah. Yeah. Yeah. That
like the most successful programs like
this get a couple thousand people a year
and they are far cheaper program. Like
you agree the numbers are nuts. There's
no way even a I don't think there's a I
don't even think a hundred thousand
people get one of these gold cards.
Forget about 10 million. I think it's I
think it won't even be 10,000.
Yeah. Where the low-end number is, don't
know. Haven't thought about that. But
the high-end numbers are so absurd. Uh,
but as I was telling my wife, hey, I'll
take every $5 million donation that we
can get from somebody that wants to come
here if they're vetted. So, if we are
vetting people and saying, "Yo, this is
somebody that we'd want over here,
somebody who's successful, somebody
who's a builder, and they want to come
over to America and continue building, I
love that the most." Um, so given that
we have the mahusive debt that we have,
anything that's going to help us pay
that down, I'm all for. Uh, so no, that
one that one didn't hit me weird.
Um, there are plenty of things that he
does that that hit me with a tin ear,
but not that one. Okay, fair. What's the
thing that freaks you out the most? The
one where you're like, "Oh my god." I I
don't know that. I mean, I think it's
more the approach of he knows more than
everybody and also he's the ultimate
authority on everything. I mean, similar
to what you said, the court stuff and
ignoring the judiciary from a
constitutional standpoint, that is that
is scary to me. I think that that big
picture issue is the one that terrifies
me. Yeah, that's fair. Um the thing that
has always given me great comfort in the
American experiment is that we say,
"Hey, look, you can't trust people in
power. You've got to have people that
check each other." Um there's a certain
amount of gridlock that you can expect.
Um that to me when the early like when I
started saying I think I'm going to be
voting for Trump, like that was the big
one. But like, oh my god, he's going to
come in. he's going to take over. And I
was like, "No, I think our our democracy
is strong enough that it will hold up,
but if he starts talking about wanting
to be king or whatever, and then
[ __ ] started talking about a
third term." And I was like, "God damn
it." Uh, see, it surprises me that that
would drive you towards Trump because
again, this goes to left right as
shortorthhands and the kind of
realignment that we've seen. The right
Republicans used to be like very clearly
about reducing the amount of
presidential power, executive branch
autonomy. That's what I'm saying. That's
what I wanted. But Trump campaigned on
the opposite. He didn't. What do you
mean he campaigned on it? Well, Trump
Trump openly said the Justice Department
under him is going to be used to
investigate and go after his political
enemies. He's going to look at taking
away broadcast licenses from media
outlets that are adversarial to him.
Ultimately, he is the top authority.
Presidential immunity applies to
everything, including nonofficial acts
conducted while he is president. I mean,
Trump wanted and implicit in his
campaign was the greatest expansion of
presidential power in at least 150
years. So, looking at the way that Trump
was campaigning, it was certainly mixed
messages, but he would say, "We've got
to end this political persecution. Uh,
we don't want to keep doing this." He
would admittedly acknowledge there are
people that we're going to have to
investigate. You can't have people doing
this, that, or the other. And when you
look at it on its face, you cannot let
crimes go unpunished. Like if people are
committing crimes, you've got No, but
hold on a second. You're Let me finish
because I think I'm going to No, no, no.
I think I'm going to get where you're
going to be way more comfortable. I'll
finish the thought and then if you think
I'm crazy, by all means. Sounds good.
So, my take has um been very consistent
that Trump has absolutely got to like
take the um the pen one. even if it was
such that hey these have to be wet
signatures letter of the law got to be
um and now we're going to go after we're
going to rebuke these um pardons and and
they're null and void if even if that
were the law which it is my
understanding that it's not and you
don't need a wet signature and it
doesn't [ __ ] matter at all but even
if it were I was like Trump would be
asine to pursue that because now you're
just perpetuating a cycle of violence
and so If he does go after his political
opponents, weaponize the DOJ against
them, do all that stuff. That that would
be forget bad for Trump, that's just bad
for the presidency. That is us again
going back to this um racing away from
each other. You get into civil war
territory at that point where now we're
just trying to imprison our uh elected
officials. So, I had one guy in my and I
I would assume you see it differently,
but in my view, what they did to Trump
was that that you had not it's not like
there wasn't smoke. They went after the
smoke but turned it into a fire. And so
I was like, "Okay, people actively doing
it." And then this guy that god, like he
flirts with it sometimes, but also
sometimes says like, "You got to stop
doing that and you can't do it." And so
now I don't know. He he may absolutely
listen to the devil and uh let it
whisper in his ear and he becomes a
sociopath. There's no doubt that's
possible. Well, here here's what I would
propose to you with peace and love and
respect, which is something that I've
seen happen to a lot of people. You can
go as aggressive as you want. A lot of
people that I know that I call into my
show or voted for Trump, they tell me
what's important to them and then they
say they voted Trump and Trump promised
the opposite. And so like I I just I'll
give you my understanding of what you
just said.
You're in favor of reducing the power of
the presidency. You want checks and
balances. You want oversight. You said
and then you said, "And I decided to
vote for Trump." And when I hear that,
this is me with my biases, right? Trump
says, "I will use the DOJ to investigate
this laundry list of people." Cash
Patel, who he hired to be FBI director,
had his own list of people that that he
was going to do that with. He says he is
the ultimate authority at the end of the
day. And it doesn't matter what state
attorneys general say about elections.
It doesn't matter what courts say about
initiatives. He is ultimately the
authority. He made an argument for
presidential immunity that goes above
and beyond anything we've ever seen,
which includes non-official acts
conducted while he is president. And
even after he is no longer president, he
wanted immunity to cover things he did
in July of 2021 when he was not even the
president of the United States. As
president now, so it's not just what he
said, but it's what he did. the firing
of independent agency commissioners,
FTC, FCC, arguably not a power that the
president has. You know, it's being
legislated right now. I I could go on
with the list, but so what I hear from
you is, oh man, Tom has a principle that
he says is important and he voted for
the guy who violates that principle more
than anyone else who has held this
office. Is Tom confused or does Tom not
really care about that principle? Yeah.
So, reach into my soul. What do you
think is going on? I think you're
probably confused. I think you do care
about the principle. I don't know. I'm
not sure. I'm not sure. No, no, no.
Yeah. I think so. That kind of thing I
think is very good. It's what I always
do is say if this person were a
character, so for people that don't know
me, my background is actually uh writing
for film. And if this person were a
character, I was writing for a film,
what would have to be true about them
for them to be in accordance with what
they feel, believe, think, whatever uh
and still act in this way? And you could
always do, oh, they're a liar. And so
this was like public positioning and
they just that's what they want people
to think. Um, the reality is to
understand why I voted for Trump, you
have to understand my perception of what
happened in the Biden administration,
which we're not going to agree. But I
look at the Biden administration and I
see a um blob, a deep state, which I
think is the right word because it has
ominous overtones, that ran a puppet
president that was not a essentially not
a real person. Certainly wasn't making
decisions. They were hiding him from the
American people. Uh Speaker Johnson was
saying it took almost a year for him to
get a meeting with the president. That's
[ __ ] crazy. He's second in line for
the presidency. So,
it's I look at that and I say, "Oh my
god." Like, I don't even know who
actually is the president. Uh, also,
they're going hard in the paint against
free speech, that's crazy. Um, which for
me, understanding that free speech is
like my kill switch. Free speech for me
is the one where I use the Second
Amendment. So, that's the level that I'm
at with free speech. Not a free speech
absolutist. I love the Supreme Court and
the decisions that they've made. Um, I
think it's amazing. Then you've got uh
the way that they're stifling
innovation. So for all the things that
we went through in the beginning,
economically I think they're way worse.
Um and then also some of the stance that
they were taking specifically around AI
telling um uh the Silicon Valley guys,
Mark Andre being the one speaking most
obviously around this idea of um
hey dear Mark Andre don't even invest in
AI companies because we're going to
control it's going to be two or three
companies we're going to control. They
would never use the word regulatory
capture but that's exactly what they
were going to do. uh and we're going to
really control this thing. And so that
and to your point, I could keep going
and list more, but all of my alarm bells
were going off and screaming. On the
other hand, I've got this guy who's a
little wild. Uh definitely like he will
joke with things like, I don't know,
maybe I can run for a third term. And
stuff like that that definitely I was
like, oh god, I really hope he's joking.
But also some of it being uh and if he
does break bad, do I think that
democracy is going to catch us? So I
think low probability that he really
like breaks and then high probability
that um even if he does like that high
probability he won't break and then even
if he does that it's going to be
guardrailed in and then the person I
actually wanted to vote for was RFK
which may lose me credibility with you.
Um, but given the people that he was
able to surround himself with, I was
like, "Okay, I'm not a big Trump fan,
but I like the people that he's got
around him." Now, I'm a big believer,
which I know we disagree on, but I'm a
big believer that being one of the
greatest living capital allocators puts
you into a class that is so incredible
and so few people fall into that
category. the fact he was able to get so
many of them to do things that are quite
frankly detrimental to certainly their
short-term financial interests,
potentially even medium-term, probably
not long-term. Uh that I was just like,
I don't think these guys are doing it
because they're secretly trying to get
control of the government. Um, I think
the optimist in me, because I felt the
same thing, they're doing it because
they know that there's a way to
structure the government that allows for
a thriving lower and middle class.
And I want to see that play out. So,
this was not me rushing towards Trump.
It was more rushing towards his cabinet
and then rushing away from what I
thought was multiple steps down the
authoritarian path. But at the time you
voted for him, he hadn't said any of the
names of the people that would be in his
cabinet. So how how did you rush towards
his cabinet in November? Of course he
had. Literally his um RFK's VP was on my
show when they broke the news that they
were going to back out of uh the race
because Trump had made them an offer. So
he was already starting to talk about
this stuff. Okay, that's true. That that
one he did allude that RFK will have a
position. I don't think we knew what it
would be. I mean, listen, I do disagree
with just about everything you said. I
mean, I agree most of the words you used
were English and I understood them. So,
I feel like that's that's like our kind
of shared basis of of understanding
here. But, no, I just have one thing I
do want to ask about. I know you said
you don't totally know who was really in
control. When you talk about the deep
state and Biden being a puppet, who do
you suspect are some of the puppet
masters? Cuz when I asked like Vic
Ramaswami this, he kind of had like no
idea. The only name he came up with was
Susan Rice, which I kind of laughed
about. Honestly, I don't know the
government apparatus prior to me
launching the Tom Billy Show almost at
all. So, I wouldn't know anybody by
name. I've only been doing it for like
three months. Uh, so I don't know any of
them by name. I just know that it wasn't
Biden. And if it wasn't Biden, whoever
the punchline is is wildly unacceptable
to me. Well, let me put it a different
way then. Y if you're confident that a
deep state exists, you must have some
sense of the sorts of folks that are in
it. Who are they? So by type, what I
mean is this. You you very confidently
said deep state and Biden was a puppet
of the deep state. When I asked you who,
you said you haven't been doing this
long enough to have any idea, but it
sounds like you've been doing this long
enough to know that there was a deep or
there is a deep state. So you're
confident that there is a deep state,
but you're kind of saying, "Well, I'm
not really that experienced here." If
Yeah. No. And so the me saying I'm not
experienced does not mean I don't owe
you an explanation. It means the
explanation I'm going to give you just
won't contain names. Okay. So um the way
that I think the deep state plays out is
really simple, which is why I understand
why people say the managerial class. Um
that's a vague phrase. So it's sounding
like the vague I mean I'm not sarcastic.
Bear bear with me. No, no, I don't mind.
And I don't mind if at the end of this
you're like, "Oh, this is the same beef
that I have with Vake, and now you get a
chance to push me harder." So, at a
minimum, I get a chance to explain
myself, but um James Burnham wrote two
books, more than that, but the two that
really jump forward. The managerial
revolution, which is about what we would
now call the deep state, and then uh the
Makavevelians, which is about this idea
that no matter what, you will never have
a government uh swim team. You'll never
have anything that isn't run by a small
group, which is literally what oligarch
means, just rule by the few. And he
makes a very compelling case that the
architecture of the human mind is such
that every group always and forever will
be run by a small group. um that he
makes another case for that in the quest
it to understand man as political animal
you have to understand that they will
lie spin uh position all to acquire and
maintain power. So I think that any
company, any uh political organization,
any NGO, they all fall prey to the
physics of the human mind. And so all of
them are going to try to entrench and
then try to grow and try to maintain
power. So to me, very simply, and I do
want people to hear wolves howling in
the background, but it's not for a
specific set of people. It's going to
happen on both sides. But you're looking
at the likelihood that somebody gets
themselves into a position at the FBI,
the CIA, the whatever, and that all of
them have a frame of reference. There is
a set of beliefs that they believe are
correct. And in the government, the way
that it works is you get the elected
officials are constantly coming and
going, especially the president. And so
they know they can just put their head
down for a few years. This person will
lose power, could be as early as
midterms, certainly by the time uh they
get outvoted. and probably no one will
ever notice that I'm the one that's
slowing something down. And so it's a
whole host of people that are they have
an agenda of things and I'll just uh
choose to believe that they are all
acting with the world's best interests
at heart. Now I may disagree with them
but that they really are coming from a
good place but in coming from a good
place they styy the person that we all
elected to get this thing across the
finish line. Given how much people hate
change, given that we make progress not
one insight at a time but one funeral at
a time, if you create an apparatus like
we have done with the United States
government where there are bureaucrats
that are going to be there their entire
careers, they have a frame of reference
and they don't want to change that that
becomes a portion. People are now
calling it the fourth branch of
government. That certainly is not a way
I would have thought of on my own, but
they become this thing that makes it
very hard to steer. Now, as somebody who
has grown companies and I've had 3,000
concurrent employees, I know how you can
get stymied in the weirdest places and
you cannot figure out why is this not
getting done. Like, we've talked about
it. We've got SOPs been articulated.
Everybody signed a document. Everyone
says they know what to do, but it's not
happening. And so, figuring out why it's
not happening becomes incredibly
frustrating. So bringing all of that to
bear when I look at um it's often times
even if I gave you a set of five names
they wouldn't be the real five names
because it's going to be ah it's just
way deeper into the problem it's it's so
structural both for the organization and
the human
mind it is tough to get around. Yeah, I
just, you know, call me old-fashioned. I
kind of apply a sort of simple version
of AAM's razor here. And I find just
about everything you said kind of
unnecessary because the explanation to
me seems much more simple and kind of
publicly knowable, which is the deep
state to a degree is accountability in
the sense of when we have a system and a
check or a balance or there's a
consequence or accountability to
something that has been done. Usually in
the first term when we started hearing
so much about the deep state it was by
someone in the Trump administration.
It's that the checker balanced work then
there was accountability and often I
heard an analogy or an illusion to the
deep state made when there was
accountability. For me that's not really
a secretive thing. It's a checker
balance worked. The second thing you're
either talking about two different
things. Well you're talking about who's
really in control.
Yes. But are you saying that you want
the checks and balances to happen at the
level of a um unelected bureaucrat to
use that now beaten to death term? You
know, I so we're kind of derailing now.
I think the problem with unelected
bureaucrat as a term is that it can mean
something extraordinarily benign. Like
when I hear the term unelected
bureaucrat, it might mean Elon Musk gets
the keys to everything and gives them to
21 year olds. Okay? So like I I think
that's bad. Okay? Or it might mean there
are employees of the federal government
who have personal political beliefs but
function simply as bureaucrats. No
matter who's president, fulfilling some
role that we determined is a valuable
role. And I think that unelected
bureaucrat could mean either of those
things. And the projorative that's been
attached to it isn't necessarily
accurate. The the only other thing I
want to say, and we don't have to make
this all about the deep state. I mean, I
think I think who's really in control is
relatively public. It's, you know,
disproportionately rich people and
corporations and boards of directors. I
I I think that that that's kind of the
answer. But a lot of the people that
we've heard over the last number of
years be pointed to as examples of the
deep state are people that Trump
appointed, right? Like Christopher Ray
was part of the deep state, Bill Barr,
John Bolton, Esper. And so to some
degree, it just kind of becomes a
catch-all for uh I I screwed up. Someone
did something I don't like. There's a
consequence for something I did. It it's
never been like super interesting. And
the fact that we never really figure out
who's in it, it becomes kind of like
with a lot of conspiracy theories, an
absence of evidence becomes part of the
conspiracy where you go to the
conspiracy theorist and you go, you
know, there's a total lack of evidence
for what you're saying. And they go,
"That's right." Because they've covered
up the evidence. And either way, you
hear a justification for what someone
wants to believe. I just struggle to
think that we need to even look to the
deep state as described by some because
who's really in power seems pretty
obvious. It's interesting. I have a
totally different take on that. Um, and
this is coming from having run a large
company. So, uh, good luck overcoming my
lived experience, Mr. Pac-Man. Uh, to
use a phrase the left loves. Uh my lived
experience is the following that you get
a large group of people even if they are
well intended they make it very hard
even if you're the CEO and you can fire
everybody uh even just finding where the
problem is becomes difficult and so
given that reality when a government
gets bigger and bigger and bigger and
remember the thing you're really
battling with in my mind is a map of the
way that humans work when you're talking
about political power can even be within
a company getting your job, maintaining
your job, make sure your organization
grows, gets budget, um all of these
things begin competing for resources,
always want they want the dollar instead
of the next person. Um they want to do
the things that protect their job. They
start managing up. Um and so you get
into this thing where somebody can just
slow roll something. And so even if
you're watching them, you're like,
"Is this the thing that's creating the
problem? Are they doing that on purpose?
So on and so forth. So knowing how hard
it is, there's a concept in business
called VMG, velocity made good. And if
somebody doesn't know how to uh adjust
the sails so that they can capture the
direction of the wind, tack the ship
back and forth so they can go in a
direction that might not be the exact
direction that the wind is blowing. That
that is very hard to do. And if you have
a government staff of people that don't
know how to do that, it it will just bog
everything down. And so not looking at
that, not wanting to figure out, okay,
we've got these ideas, we're trying to
get them through. We only have, you were
talking earlier, four years is very
limited. Four years is even more limited
if you've got people that are trying to
trip you up at every turn. And so, um,
finding ways to address that, and this
all stem from if it wasn't Biden, who is
it really? Uh, again, I don't need it to
be ill-intentioned people. It's just I
want the person I elected to have the
appropriate amount of control. I don't
want them to be able to override the
other two branches. There should 100% be
checks and balances, but I don't want
them going up against an unnamed,
unknowable fo that is just like a
100,000
people slowing things down, tripping
things up, whatever, whatever, in a
million directions. I know firsthand how
much that can make progress next to
impossible. Yeah. I mean, I I don't want
to bel labor it. We certainly don't
agree on this. I I think at some point I
do want to know I I think it's
reasonable to say, give me some of the
names of the people that are really in
control because I don't think it's valid
to say it's a 100,000 bureaucrats that
are in control because we know that once
you get more than 150 people, it's very
hard to act in a unified way by saying
the 100,000 are all in control. Someone
must be the figure head. Someone or a
few people. Try one more analogy and if
this doesn't work then we'll just leave
it and say we we don't see eye to eye.
Have you ever seen a complex algorithm
uh for something like uh Facebook?
Have I seen the algorithm like as a as a
physical instantiation as lines of code?
I mean I've seen lines of code. what how
meaningful they are to me as a non-coder
is minimal but sure but the the idea
being you can have thousands tens of
thousands of lines of code sure and
they're written by a bunch of different
people it's no one person and so often
people will get very confused that the
algorithm is outputting an output that
you don't expect and so this happened a
lot to us we were pretty early in
YouTube not as early as some but early
enough to where we We would have a
YouTube rep tell us, "Go do this thing."
Like, "Hey guys, we're really getting
behind lives. Go do live." You'd do a
live and it would tank your channel. And
you'd be like, "Hold on guys, what the
hell just happened?" They'd be like,
"Oh, wow. That's crazy. We didn't expect
that." So, we're like, "Hold on. You
don't understand your own algorithm."
And they're like, "There's like a
thousand variables in that thing. We
don't understand what they all are, how
they interact. No one person here knows
all the way that this stuff works."
That's like the government where you
just there's they are so complex from
the the deep state perspective and to
ease
up the all the managers all the
mid-level employees within the
government. Each of them are a node on
that algorithm. And when you start
getting these outputs from the
government that you are very confused
by, it comes down to the fact that this
is a whole bunch of humans each with
their own slight different variation of
what we should and shouldn't do, how
things should be done, levels of
competence, levels of just clarity on
what they're supposed to do. And that
bogs the machine down. And I I am saying
given the likelihood of that getting
bogged down approaches 100%.
Um, we should as a government, we should
want people going in and cleaning that
out and coming up with a system that
essentially um tidies up and simplifies
that as much as we can. Yeah, I for me
the analogy doesn't doesn't really hit,
but I I do think on this issue we just
disagree.
Fair enough. Perfectly happy to uh move
on. Okay. So, um what do you see as next
steps? people read your book. Uh they
take away
the It's interesting how my takeaway
from what your book is. I'm going to
give you my takeaway and you can tidy up
my um the where it breaks down. Okay.
I'm going to try to quote you as much as
possible so that this feels very
grounded. Um the right isn't just better
at messaging. The right has created an
echo machine for itself. They are
isolating themselves from diverse
viewpoints. Uh the takeover of the
modern Republican party started with um
the civil rights act in the 1960s that
the modern Republican party is largely
defined as the group that wants to
forstall racial progress.
um that we need to learn their tactics
of
messaging and we need to act more in
concert with each other. We need to
convince people that being on the left
is going to be the thing that's the best
for them, the best for the country. That
we want this to be social
democracy. Uh as you very carefully
define that will look something like
Europe. I know that's very much
shortorthhand uh but something like and
I I don't mean that in a derogatory way.
countries in Europe, like the highest
performing countries in Europe. Fair.
Because I'm certainly not trying to drag
you down with Serbia or whatever.
Um,
and if we can do that, then we'll be
able to outperform the right and get the
country going in a direction that will
be better for the vast majority of
Americans. That's more or less accurate.
The only issue I take with it is I don't
say anything about the modern Republican
party being a uh having as a driving
force for stalling racial progress. The
the only relevance of that is I talk
about resentment over the direction of
the civil rights movement starting in 58
as an influencing factor that started
coalescing what ultimately became the
modern Republican party. But I don't say
anything in the book about right now
that's one of the goals of the
Republican party. So, but that mattered
enough that you spent time on it. How do
you want us as readers to understand
that initial thing how it echoes today?
It created a division politically that
started to shape the way the parties
aligned themselves in the late 50s and
early 60s. But that's 60 years ago.
That's so I don't say in the book that
today part of the Republican party
platform is for stalling racial
progress. I think there's a lot we can
say about race. It's not my primary
topic, but I tell that only as there
were people in 58 to 64 who didn't want
the civil rights movement. They wanted
segregation to remain legal, etc. They
wanted schools to remain segregated.
Those people became a group and that
went through a number of iterations that
got us to the modern Republican party.
But I am not making the case in the book
uh about any 2025 Republican platform
being forestalling racial progress. So I
just don't say that. So I don't want to
include that in the analysis. Got it.
Got it. Very fair. Uh I certainly do not
want to misrepresent you. Um I'm still
not sure what I'm supposed to take away
from the schism started with that. Is it
essentially you just picked a starting
point to start clocking the modern
Republican party and that just happened
to be it, but there's no sort of remnant
of that now or I don't listen I I'm
feeling like you're trying to pull me
into some kind of Republicans are
inherently racist sort of thing. Not
necessarily deliberately, but maybe
because you have the sense that it might
be something I believe. I didn't pick
1958 to start the story for any other
reason. Then you had this huge schism of
uh the Civil War. You then had
reconstruction. You had the progressive
era. You had World War II, the New Deal
era. There were political shifts and
realignments then, but it didn't seem to
me in interpreting where the party is
today that they were as relevant to go
back to. It seemed as though the civil
rights era started the dividing lines
that reflect sort of the alignment of
the parties today. It wasn't like a
calculated thing to include or exclude
anything. I could have started a little
further back. I could have skipped and
started at Reagan and the story would
have been similar. Uh but it was there
was nothing there was no subtuge in
selecting that. It just is the case that
one of the big political dividing lines
in 58 was there was a movement that said
we shouldn't segregate schools and have
black only drinking fountains and this
sort of thing and there was a movement
that said we should have that. That
division morphed into for and against
the Vietnam War, for and against Reagan,
not perfectly, but it sort of lays
across that in a way that's relevant to
where we are today. Okay, let me ask a
question in a different way. um how
would you characterize the Republican
party now? Like what is the the
platform? Because it's my understanding
that you look at what's going on in mega
Republican circles as like this is not
good for the country. So what is that
thing either belief system or action set
that you would say characterizes
somebody as mega Republican? Honestly,
what characterizes someone as a MAGA
Republican is they support Trump and
they like the idea of what MAGA is doing
and they believe that MAGA is making
America great again. And the one of the
problems is the specific policy beliefs
have changed so many times since Trump,
as he likes to say, came down the golden
escalator. Um, so, so this is I deal
with this in the book in the chapter
about how to run against a party that
doesn't really have policy that's fixed.
And we don't have to rehash the entire
content of that chapter, but I think the
point here is right now the primary
prism that I that defines MAGA
Republicanism is a loyalty to Trump. If
you look at someone like an Adam
Kinzinger, a Republican but not a MAGAR
Republican, he does have principles that
he seems to believe about how government
should be organized, how economies
should be organized, how we should
revere or not the Constitution. That
seems relatively fixed or consistent.
He's not a MAGA Republican. As I see it,
and of course people are free to
disagree, loyalty to whatever Trump's
flavor of the day is, seems to be kind
of the defining characteristic right now
of being a MAGA Republican. Does Trump
represent something that is so in the
social zeitgeist right now that it makes
sense that he rose to power?
It makes sense that he rose to power in
the sense that he was a charismatic
individual, entertaining
individual, made a very good interview
and did coalesce people with some shared
fears about the direction of the country
and said I have the answers. And this
now goes back to 2015 2016. He did a
very good job of both he brought his
celebrity and his comfort doing
interviews and being on camera and
combined it with some growing feelings
that resonated with people. the feeling
that if you're
Americanborn, maybe you're being
supplanted by someone from a different
country, that China's taking advantage
of us, that the media has turned into
left-wing indoctrination, and he
convinced people that he has the
solutions to those problems. So, you
don't hear me with a specific set of
policies there because, you know, his
his proposal on trade was he's an expert
and he knows how to fix it. It wasn't
exactly super clear what the policy was.
So I would be more specific on the
policy if there was more specific
policy, but I do think that that's a big
explanation as to how he ultimately rose
to power. He did a very good job in a
moment of coalescing people with certain
fears, legitimate fears to a degree,
right? I mean, they weren't all
illegitimate fears and saying, "I'm the
solution to this problem."
Now, what do you think about his
international movements? How do you uh
make sense of what's going on in Russia
Ukraine? What's going on in Israel,
Gaza? Um how do you see that playing
out? Couple things. Number one, um the
trend is Trump's pretty enamored with
authoritarian leaders. He doesn't like
Justin, our, you know, the governor
Justin Trudeau. Um he doesn't seem super
impressed with Emanuel Mcron or, you
know, kind of our traditional Western
liberal allies. He is much more
interested in talking about the love
letters that he traded with Kim Jong-un.
Uh he seems very differential to and he
calls them love letters. That's not a
pjorative. I mean I'm just quoting what
Trump says. Um he's differential to to
Putin and saying, you know, Russia's
given up so much they've lost people.
It's like well they did start the war,
right? I mean to some degree. So, I
think that that is a concerning
direction because I myself as a
libertarian small L anti- athoritarian,
I don't like authoritarian leaders, you
know, where you write something Putin
doesn't like and you end up accidentally
stabbing yourself in the back 10 times.
That sort of stuff I don't like. So, I'm
concerned about that. The second part of
it is we were told and Trump told us and
a bunch of people believed that the real
anti-war candidate is Trump. And just so
far we saw Trump uh okay the latest
actions from Netanyahu in Gaza which led
to 400 dead. And I say this as someone
who is criticized for being a liberal
Zionist, right? I mean I don't like
Netanyahu but I'm called a liberal
Zionist. So we saw that Trump
authorizing an offensive against Houthis
in Yemen. Uh Trump not ending the Russia
Ukraine conflict. You know, his first
promise was it would be over within a
day of winning. Then it was within a day
of inauguration. I think the latest is
within a 100 days, but we're getting to
that, right? That'll be April 20th. It's
not it's not looking so good. So another
takeaway big picture is the anti-war guy
is definitely presiding over a bunch of
continued and new conflicts which is
counter to what he ran on. Now if you're
looking at that and you were either
advising him or if Kamala had won, how
would you want them to handle um let's
take them each one at a time. How would
you want them to handle Russia Ukraine?
Like do you feel like we should be
invested in stopping it or should we be
invested in making sure that Putin
understands you cannot invade a
sovereign nation?
I am not someone who is always pushing
for the US to be the policeman of the
world and the arbiter in every conflict.
I do believe that as members of
NATO, given that this was an offensive
war by Russia where Ukraine is defending
itself, I think that it's reasonable
that the US play a role in getting to a
ceasefire. So, I don't fault Trump for
saying, "I'm going to try to get a
ceasefire." I mean, great. I fault him
for the bluster of always saying he's
going to do it better than everybody and
faster than everybody and all of this
stuff. I do fault him for playing koi
and and just he seems so enamored with
Putin and taken with Putin that his
perspective, you know, he he didn't even
want to say Putin is the aggressor here
and so many people that work for him
refuse to say that. They go, listen, we
just need a solution. Um so I I fault
him for that. But I think it's
reasonable that the US would have a role
to play uh given our membership in NATO,
the implications in Europe for security
and I I think it's reasonable that the
US play a role with NATO countries going
to Israel, Palestine, and the Houthies.
I'll definitely throw in
um where where are you at again? If we
were not dealing with Trump, we were
dealing with somebody else, how would
you want to see this play out? Did
somebody need to check uh Netanyahu and
tell him, "Jesus Christ, man, you got to
stop. like this is just plain and simple
uh ethnic cleansing.
Um how do we deal with Iran, the Houthis
making international trade and
international water so problematic?
What's the what's the right way to
handle that? Houthis and Iran I will
sort of defer because it's just simply
not my area of expertise. My interest in
it is within 50 days of being sworn in,
Donald Trump has a new military
offensive which he told us he wouldn't
do. So I I think that we could I I would
want to do a deeper dive on the Houthis
with the Israeli Palestinian conflict. I
am on record for more than 10 years now
in laying out super specific proposals
of what I think is really the only way
forward there. Um some people like it,
some people don't. It is a two-state
solution. It does involve concessions
from both sides. It does involve both
sides agreeing that this agreement that
I have dreamed up is the resolution to
the conflict and that you can't just
kind of do what Netanyahu just did,
which is say I don't feel like we're
making enough progress. We're going back
to the bombing. Uh so you need to have
some some agreement that says this is
the end of the conflict to this point
and everything after this point is going
to be uh considered a new conflict which
we will evaluate and and deal with as a
sort of new proposal. I go into detail
even about who should control East and
West Jerusalem. I go into detail about
uh settlements and what should happen
with the ones that can be dismantled and
the ones that are not likely to be
dismantled. This is such a big thing
that it's not even about what should
Trump do or what would I like Harris to
do. It's a huge
geopolitical cluster f that is worthy of
its own discussion. Quite frankly, I
don't believe that Harris would have
solved it had she won. And I don't think
Trump's going to solve it either.
Remember, Trump told us in his first
term that Jared would solve the Israeli
Palestinian conflict during that first
term. And that was of course crazy. That
was laughable. I don't think either uh
candidate would have solved it, but I've
laid out in a lot of detail the
framework I think would work.
Um when you think about um some of the
proposals coming out from Donald Trump
about ah we're just going to clear them
out and you know these poor
long-suffering gazins we just got to get
them out of there. They can't be a part
of the rebuild. Uh which always strikes
me as like say what
um I I have to imagine I know that you
don't respond positively but I'll I'll
give you a chance to give me your own
words. How does that hit you?
The two-state solution that I envision
acknowledges that both groups have
historical claims to the land and it
also acknowledges that the last 60 70
years are not even close to an
acceptable status quo. And so I think
the you know there's a lot of people
that criticize me saying David you
should be more about a one-state
solution where it's only Israel or you
should be about a one-state solution
where there is no more Israel. I think
inevitably it's going to have to be a
two-state solution that includes that
land for Israelis and part of that land
as well for Palestinians. So I am first
and foremost focused on what could
realistically lead to peace and kicking
all of the Palestinians out and turning
it into resorts or whatever that Israel
will will control. If history has taught
us anything, it's that will not put an
end to the conflict and therefore I'm
against it. meaning that people will
come in and bomb it and they'll do
whatever they can to disrupt that. No
doubt. Yeah. Yeah. This is uh the only
thing I will say that's interesting with
the way that Trump brings chaos and I
heard Sam Harris talk about this and
he's like look the the stalemate for
lack of a better word that's been going
on for whatever 70 80 years. Um nothing
has moved the Overton window and we're
stuck. And uh Sam was certainly not
going to bat for Trump. I think
everybody knows he is not a Trump fan.
Uh but he was saying that the one thing
that uh if you were going to say
anything good had come out of this, it
was the fact that he had moved the
Overton window and he'd offered these
solutions that were so crazy that at
least it was changing the tenor of the
conversation that people might start
thinking of um different solutions. My
thing with this has always been that
what do you do like if he boots
everybody out and certainly your point
is well taken that will it really ever
lead to peace? But um seems pretty
self-evident to me that if Trump
actually did what he said and completely
cleared everybody out of the land so
that they could rebuild, that is
definitionally um ethnic cleansing. But
what if it worked? And what do you do
with something that yields an outcome
that you like, meaning peace, uh but you
absolutely despise the way that we got
there? And so that I don't know what to
do with because the um the status quo is
is certainly very ugly. But it does seem
like they are just going to keep going.
The bombings will continue until morale
improves. And so, uh,
woo. Yeah, it doesn't seem like anyone's
going to hit the brakes here. Like, do
you see a termination point? Do you see
like international pressure mounting? It
felt like for a minute they sort of did
everything they were going to be able to
do and it just didn't work. Yeah, that's
that's my view. And, you know, I've been
following this since I was old enough to
even understand that Israel existed. Um,
I uh I I wish I could be more
optimistic, but right now there's very
little to be optimistic about.
Yeah. Brutal. All right, man. Your book
ends with this wonderful um sense of
this is what we do going forward. What
shall we do going forward? You and I
have had a very reasonable conversation.
We disagree on some fundamental things,
but um you still remain one of the
intelligent people that I think is
sincere that I like to aim at my
worldview to see if you can help tune me
up. Uh so regardless of whether I or
anybody listening would follow this step
by step, paint that vision of uh how we
move forward smartly. Well, I think
fundamentally to departize it. Okay,
this I think would apply to everybody.
Number one, I think we got to get back
to teaching critical thinking and media
literacy probably by fifth grade to
everybody. I think it can only improve
our ability to have adult conversations
by the time kids become adults if we
give them these skills starting very
early. Number two, I think it's
important for people to understand how
to engage with the political system. And
so, yes, voting, the signing petitions
online doesn't do very much. Let's
figure out how to work in our local
communities. let's figure out what sorts
of change we want to affect. And very,
you know, you can't fix everything. I
can't get involved in the Israeli
Palestinian conflict and the Ukraine war
and healthcare and education and
abortion rights. And so being informed
is great, but then figure out what you
really want to work on. And sometimes
picking one or two things is much more
effective than spreading yourself super
thin. And then number three, this is
like so cliche, but I do think that to
the extent that we can have real world
conversations rather than social media,
you know, the things that people say to
me on social media, disgusting,
disgusting stuff. I think 90 98% of
them, 2% of them maybe are that crazy.
98% of them, if we meet in the real
world, go totally differently. I was
recently in Vegas. I had an Uber driver
who knew my show and was a Trump guy.
And I was certain that if we had been
talking on Twitter, the epithets would
have been flying. But we had a
completely reasonable conversation. He
said, "I don't agree with communism." I
said, "Great. Neither do I." And he
said, "What are you talking about?
You're a communist." And I said, "No,
let's talk about it." Um, and so I do
think that between the pandemic and
everything else, a lot of stuff is
happening online. And I I think it's
clear that in-person communication
uh bears significantly more fruit than
kind of yelling at each other on social
media.
No, it makes sense. David Pac-Man, where
can people follow you and get your new
book? Uh search my name on Google. I
We're on everything. Twitter, Blue Sky,
YouTube, etc. Um, the books on Amazon,
the books on Barnes & Noble, and then
there's a limited number of signed
copies at
davidpacman.com/booksmith. I think
there's about 150 left. I love it, man.
The Echo Machine, brother, thank you so
much for coming on. I appreciate it. It
was wonderful. Everybody at home, if you
have not already, be sure to subscribe.
And until next time, my friends, be
legendary. Take care. Peace. If you like
this conversation, check out this
episode to learn more. Sunzu famously
said, "The supreme art of war is to
subdue the enemy without fighting." But
in today's highstakes tensions between
America, China, and Russia, what if the
ultimate battlefield isn't military,
it's economic? Today's guest, Edward