David Hoffman
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Appearances Over Time
Podcast Appearances
It still seems to depend on the Strait of Hormuz.
Some of these factors are not in Trump's control, but it seems like he's getting the narrative right, at least for the market right now.
They're believing him.
He limits himself to those points that everyone ignores.
It will not end well if we don't do something fairly soon.
He can't say more, but he's basically blaming deficits.
He's blaming fiscal on this and general overspending coming out of the federal government.
You think that's him acknowledging I have maybe three more weeks?
He definitely knows that.
I mean, he definitely knows that.
He's probably seen these sorts of stats too.
This is from Nate Silver, which is Trump's approval rating.
It just fell below 40% for the first time.
And you could see Trump's numbers on a trend down from the liberation tariffs and some of these other milestones that government shut down, Rene Good killed.
The Iran war starts and it's been on a steady trajectory down, which is not great when you're in a midterm year.
And this is showing up in probabilities for the election.
So ever since, let's say, ever since November, but.
There's been a steady trickle up as Trump favorability goes down.
The odds that the Democrats will win the House in 2026 are going up on polymarket right now.
That's 86 percent.