WEBVTT

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<v Sam>It says it's doing something here we go here

00:00:02.710 --> 00:00:05.350
<v Sam>we go here we go excellent connection and it

00:00:05.350 --> 00:00:12.330
<v Sam>says we're live no picture yet but i'm at oh there we go there we go yay and

00:00:12.330 --> 00:00:20.070
<v Sam>then i'm gonna do the little thingy bop to make sure do wop do do do do wop

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<v Sam>do what do do wop we're those handsome idiot Idiot Kids.

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<v Ivan>Whatever, yeah. Oh, okay.

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<v Sam>I like Idiot Kids. They did a new version of that song just last year, within the last year.

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<v Ivan>I think I heard about that.

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<v Sam>It was like Mbop version two or something.

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<v Ivan>I mean, with these kids that, what, they're like, what, 50 years old now?

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<v Sam>Yeah, they're like our age. I don't know. Now you have to, you are required

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<v Sam>to look it up now that you've invoked it.

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<v Ivan>Fuck. Jesus Christ.

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<v Sam>While the announcement goes out that we are live, it takes a minute.

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<v Sam>How old are the Mbop kids?

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<v Ivan>I just, okay.

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<v Sam>I used to always, with our collective friend Rebecca, I used to make fun of

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<v Sam>her and say they were girls.

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<v Sam>Because they had long hair. But they're not.

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<v Ivan>That's a... God. God.

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<v Ivan>Let's see here. Uh, songwriter. Uh, this is about the song. We're come on. Where the fuck?

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<v Sam>They were like brothers, weren't they?

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<v Ivan>I think so.

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<v Sam>It's like three brothers. I can't.

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<v Ivan>Here we go. Hans. Isaac Hanson, Taylor Hanson, Zach Hanson. Yeah. Okay.

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<v Ivan>Uh, come on. You.

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<v Ivan>Well, no, he's not. No, they're younger. Taylor Hanson's 41.

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<v Ivan>Okay. apple oh that's close enough yeah i mean it's not it's not like they're 25 and.

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<v Sam>The and the beginning of this is why i never go to karaoke with my wife amongst other reasons.

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<v Ivan>Let's see one of them was born in 80 the other one 83 and the other one 85 so

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<v Ivan>the one born in 80 would be i guess the oldest one yeah duh good.

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<v Sam>Job good job.

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<v Ivan>Oh yeah great analysis the analysis

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<v Ivan>is going you know

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<v Ivan>hard and fast here folks let me

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<v Ivan>tell you whoa getting getting impressive information at least 44 well not yet

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<v Ivan>so the other was 41 i guess the other one's 39 so we're like early 40s so yeah so so should.

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<v Sam>Should should we start.

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<v Ivan>Yeah this actual show yeah thing yeah whatever.

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<v Sam>Thing three ah yeah that okay uh yeah if we flip over to here flip over to here

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<v Sam>flip over to here and intro. Go!

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<v Sam>Welcome to Curmudgeon's Corner for Saturday, August 17th, 2024.

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<v Sam>It's 2.41 UTC as we're starting to record the show.

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<v Sam>I'm Sam Mentor. Did I say that? And here's Yvonne Bowe. Hi.

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<v Sam>Yvonne Bowe is back after like, you know, a multi-decade absence. So here we go.

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<v Ivan>Multi-decade.

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<v Sam>Welcome back.

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<v Ivan>Yes. I am now 70 years old.

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<v Sam>Yes, exactly. It's been.

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<v Ivan>That's what happened.

00:03:51.690 --> 00:03:57.650
<v Sam>Happened there was a cryo chamber involved in some way like your your head was

00:03:57.650 --> 00:04:00.490
<v Sam>frozen in a jar and and and.

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<v Ivan>And we're we're in space.

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<v Sam>Space yes we're.

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<v Ivan>Doing this from the space station orbiting the moon right.

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<v Sam>Yes that the the moon space station yes yeah that's that's where we are so anyway

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<v Sam>we're gonna do our usual which is we'll have a but first section where we talk about at whatever.

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<v Sam>And then we'll have more serious news sections. One generally driven by Yvonne

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<v Sam>and one generally driven by me. That's the plan.

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<v Sam>I will start out before I even get to my real, but first, which of course I

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<v Sam>have a movie, but is that I said right before we, we hit the theme song and started,

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<v Sam>I said that what you heard of my rendition of Mbop was one of the reasons why

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<v Sam>I do not go to karaoke with my wife, but I will mention the other her,

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<v Sam>Reason. Well, one of many other reasons, but another reason I do not go to karaoke

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<v Sam>with my wife is last weekend.

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<v Sam>My wife indeed went to karaoke. And what did she bring home for the whole family?

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<v Ivan>Tequila COVID. Oh, well, okay. Well, that's something.

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<v Sam>So she, she got COVID at the stupid karaoke and she.

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<v Ivan>Oh, but come on.

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<v Sam>She had it.

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<v Ivan>Karaoke too.

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<v Sam>And she had, And now we have it all.

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<v Ivan>First of all, there's been COVID going around a lot. Okay.

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<v Ivan>I mean, we have our listener, Bob, who said his wife got karaoke. I mean, karaoke.

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<v Sam>He caught karaoke. Yes. She caught karaoke. It was a horrible.

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<v Ivan>I mean, all of a sudden she came home and just started singing.

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<v Ivan>And then he saw, you know, it's just one of those things. Yes.

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<v Ivan>It's a terrible disease.

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<v Ivan>No she got covid and i'm sure she wasn't at a karaoke bar i'm gonna i'm gonna

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<v Ivan>i'm gonna put my money on that one so i.

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<v Sam>I i like to blame it in general there are

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<v Sam>a couple things first of all first of all any crowded event it was a crowded

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<v Sam>event with a bunch of our friends in like nobody taking any precautions of course

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<v Sam>and then also as has been shown way back when when covid was the thing and we

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<v Sam>were all excited about it and

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<v Sam>talking about it every week excited yes excited I didn't, it was, it was.

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<v Ivan>We were probably despondent. I don't know.

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<v Sam>Well, you know, the, one of the key events that started to show that in fact

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<v Sam>it was airborne and not through droplets or whatever was the singing.

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<v Sam>There was a choir event that where there was a massive spread and the,

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<v Sam>just in general singing events are, you know, One of the things that can,

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<v Sam>yeah, make it go boom. Make it go boom.

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<v Ivan>Boom, bop.

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<v Sam>Do-de-wee-bop-bop, boom. Yes. Anyway, no.

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<v Sam>And look, this is one of the things where I had been seeing for weeks and weeks

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<v Sam>and weeks the handful of people who still bother and give a shit and post things about COVID that,

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<v Sam>posting about how like wastewater levels of COVID in places that still monitor

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<v Sam>it are the highest they've been in over a year and are super high levels and

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<v Sam>test positivity levels where they are still reported,

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<v Sam>which is very few places are also through the roof.

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<v Sam>And in basically most of the country is in a really hot COVID wave right now. All right.

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<v Ivan>And, you know, but, but, but, but, but, but, but look. Yeah.

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<v Ivan>You don't sound, you have COVID. Listen, I know you guys have been like us,

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<v Ivan>that we've been like every booster.

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<v Sam>Yes.

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<v Ivan>That's come out.

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<v Sam>Well, here, let me tell you, I tested positive for the first time about 24 hours

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<v Sam>ago as we're recording this.

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<v Ivan>And I say, you don't sound bad.

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<v Sam>And at the moment I tested positive, I hadn't even noticed that I had any symptoms.

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<v Sam>I was like, I don't have any symptoms.

00:08:12.580 --> 00:08:19.600
<v Sam>Systems. And then my, my son tested first, like, cause we, we made him go to

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<v Sam>a therapist appointment.

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<v Sam>We, we, we had checked our COVID tests. We had checked COVID tests Wednesday,

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<v Sam>evening. Cause we knew my wife had it and she'd been isolating.

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<v Sam>She'd been staying in her room, door closed, blah, blah, blah, mostly closed.

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<v Sam>And like, and when I had to go into the room, she was in, I wore a mask and

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<v Sam>blah, blah, blah. So she'd been isolated.

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<v Sam>And, but we were trying to decide whether to take my son to his weekly therapist

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<v Sam>appointment on Thursday evening.

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<v Sam>And so what we had told the therapist, we would, we would check tests on Wednesday.

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<v Sam>And if we were both negative and we both had no symptoms, then we would go.

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<v Sam>And she agreed to that. And we tested Wednesday evening and no symptoms.

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<v Sam>And so we went on Thursday and,

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<v Sam>Alex was resisting going on Thursday, but he didn't want to go anyway.

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<v Sam>So, and he said he had a sore throat.

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<v Ivan>It wasn't because, yeah, it wasn't because he was sick. He didn't want to go, period.

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<v Sam>He didn't want to go, period. He said he had a sore throat, but there wasn't

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<v Sam>anything we could tell. Like, it wasn't visible. So, we went to the therapist thing.

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<v Sam>As soon as we got home, he grabbed himself a COVID test, and he took it.

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<v Sam>And then a few minutes

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<v Sam>later he excitedly ran to us to show us that he was positive he was so happy

00:09:38.410 --> 00:09:42.850
<v Sam>and thrilled that he was positive and there there were a couple reasons for

00:09:42.850 --> 00:09:51.330
<v Sam>this one he didn't have to isolate from his mother anymore and two it proved he was right he was

00:09:51.430 --> 00:09:55.090
<v Sam>trying to tell us he didn't feel good and we

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<v Sam>made him go anyway and i

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<v Sam>will but look let me say i was

00:10:01.430 --> 00:10:06.050
<v Sam>saying so i then immediately after that took one myself i also tested positive

00:10:06.050 --> 00:10:10.270
<v Sam>and this was also what by the way you know how you're supposed to wait 15 minutes

00:10:10.270 --> 00:10:14.990
<v Sam>to see if you can see the little line on the test blah blah for both alex and

00:10:14.990 --> 00:10:19.870
<v Sam>i and my wife a few days before that the line was like nearly instant.

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<v Sam>Like I had a dark, dark black band on the treatment line before the control

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<v Sam>line even showed up on the stupid test.

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<v Sam>It was like mere seconds and the darkest I've ever seen.

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<v Sam>And so, but at the time I didn't feel any like symptoms, but then of course,

00:10:39.750 --> 00:10:42.090
<v Sam>like within half an hour of the positive test, I'm like, okay,

00:10:42.130 --> 00:10:47.370
<v Sam>but wait, do, do, is my chest a a little tight? Do I have a little bit of attic?

00:10:47.790 --> 00:10:52.030
<v Sam>Because psychosomatically, now that I've tested positive, I'm looking out for every little bit.

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<v Ivan>Yeah, of course. That doesn't help either. Yeah.

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<v Sam>But yeah, no. But by the time I woke up this morning, though,

00:10:57.970 --> 00:11:01.370
<v Sam>it felt like somebody was sitting on my head.

00:11:02.190 --> 00:11:07.030
<v Sam>And so I'm all stuffy, congested, a little bit of a cough.

00:11:07.730 --> 00:11:14.850
<v Sam>And from talking to my wife as well, like, you know, it took a few days for her symptoms to ramp up.

00:11:14.910 --> 00:11:19.950
<v Sam>My symptoms are still every few hours are worse than a few hours previously.

00:11:20.110 --> 00:11:25.550
<v Sam>So I'm still on the getting worse side of this as opposed to the getting better side of this.

00:11:25.610 --> 00:11:33.850
<v Sam>So we'll see. I, I also like for like, this is only my second time testing positive for COVID.

00:11:34.520 --> 00:11:41.440
<v Sam>The first time, I hardly ever felt anything. I felt maybe a few very mild symptoms, but I'm not sure.

00:11:41.680 --> 00:11:46.040
<v Sam>Like, it was not bad. But let's be fair about this.

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<v Ivan>You got, listen, right now, you got your COVID booster how long ago now?

00:11:51.180 --> 00:11:52.940
<v Sam>Oh, long enough it doesn't matter anymore.

00:11:53.280 --> 00:11:53.720
<v Ivan>Exactly.

00:11:54.240 --> 00:11:57.620
<v Sam>And also, the current one, like, the last time I was at my doctor,

00:11:57.740 --> 00:12:01.580
<v Sam>I'm like, can I have the next one? And she's like, no, current recommendation.

00:12:01.820 --> 00:12:06.700
<v Sam>You could. You could have it now. But current recommendations are you wait.

00:12:06.820 --> 00:12:11.420
<v Sam>They're coming out with a new one in September that is effective against the

00:12:11.420 --> 00:12:14.420
<v Sam>current set of variants.

00:12:14.900 --> 00:12:20.700
<v Sam>And the one that's out right now isn't really that effective against the one

00:12:20.700 --> 00:12:22.900
<v Sam>that's out right now, that's going around right now.

00:12:23.080 --> 00:12:26.940
<v Sam>And so she recommended I wait. So I waited. And of course, I ended up with COVID.

00:12:26.940 --> 00:12:29.820
<v Sam>But my point though was what i wouldn't

00:12:29.820 --> 00:12:32.560
<v Sam>probably wouldn't matter yeah what i wanted to say though

00:12:32.560 --> 00:12:35.740
<v Sam>is that last time i just pushed

00:12:35.740 --> 00:12:40.840
<v Sam>through and i worked anyway like i was like i work from home and it doesn't

00:12:40.840 --> 00:12:45.640
<v Sam>matter i'll just continue to work this time two things one as soon as my wife

00:12:45.640 --> 00:12:50.800
<v Sam>had it i told work like i'm not coming into the office like i know you're doing

00:12:50.800 --> 00:12:54.180
<v Sam>this right office thing I'm testing negative right now.

00:12:54.200 --> 00:13:00.380
<v Sam>I have no symptoms, but I could be a carrier because very often you are contagious

00:13:00.380 --> 00:13:04.660
<v Sam>before you notice the first symptoms, before you test positive.

00:13:05.000 --> 00:13:10.900
<v Sam>So I'm like, I'm exposed. I'm clearly in a situation where I'm exposed.

00:13:11.180 --> 00:13:14.020
<v Ivan>Well, here is the good thing about having to go to the office.

00:13:14.340 --> 00:13:18.240
<v Ivan>You see, you don't feel compelled to work.

00:13:19.080 --> 00:13:23.080
<v Sam>Well, yeah, because here's what I did this time. Like this last time I pushed

00:13:23.080 --> 00:13:26.900
<v Sam>through this time, first I said, I'm not coming into the office, but I'll work from home.

00:13:27.080 --> 00:13:32.020
<v Sam>But I told my boss right at that moment and, and he, we had a back and forth and he sort of agreed.

00:13:32.540 --> 00:13:36.040
<v Sam>I'm like, look, if I test positive, I'm just piecing out.

00:13:36.220 --> 00:13:40.700
<v Sam>I'm like, I am going to shut, I'm going to shut down the computer.

00:13:41.020 --> 00:13:46.120
<v Sam>I am not going to work. I am going to, I'm just going to try to rest as much

00:13:46.120 --> 00:13:49.000
<v Sam>as possible until I. Yeah.

00:13:49.990 --> 00:13:56.150
<v Sam>Until I actually test negative again. And Thursday night I tested positive.

00:13:56.350 --> 00:14:00.550
<v Sam>So like an hour later, I was like on the company Slack saying, Nope, I got COVID.

00:14:00.770 --> 00:14:05.050
<v Sam>I'm, I'm checking out. I'll be back when I test negative again.

00:14:05.250 --> 00:14:09.670
<v Sam>And, you know, and yeah, okay, fine folks, I am doing this podcast.

00:14:10.050 --> 00:14:14.630
<v Sam>I've entered a few things on election graphs, but otherwise I've been sitting

00:14:14.630 --> 00:14:20.350
<v Sam>on the damn couch. I've been lying down immediately before this podcast. I took a two-hour nap.

00:14:21.950 --> 00:14:26.990
<v Sam>I've been trying to be good. I've been trying to basically relax because at

00:14:26.990 --> 00:14:30.850
<v Sam>this point, they've figured out, and I've taken my first Paxlovid,

00:14:30.950 --> 00:14:32.890
<v Sam>the whole family's on Paxlovid right now,

00:14:33.010 --> 00:14:38.030
<v Sam>but they've figured out basically amongst the other factors,

00:14:38.210 --> 00:14:46.250
<v Sam>trying to push through it generally makes it worse and increases your chances of long COVID stuff.

00:14:46.450 --> 00:14:52.510
<v Sam>So you really, your recommended course of behavior is do as close to nothing

00:14:52.510 --> 00:14:54.750
<v Sam>as possible until you're past it.

00:14:54.850 --> 00:14:58.110
<v Sam>So that's my intention. So there you go.

00:14:58.450 --> 00:15:00.790
<v Ivan>So this wasn't your butt first.

00:15:01.430 --> 00:15:06.450
<v Sam>Oh, oops. Yeah, no. I mean, I can save my movie for next week.

00:15:06.490 --> 00:15:08.670
<v Sam>It's Howard the Duck, Yvonne. It's finally Howard the Duck.

00:15:08.670 --> 00:15:10.970
<v Ivan>Okay, no, no. We got to talk about Howard the Duck.

00:15:13.170 --> 00:15:15.550
<v Ivan>No, no, no. We can't skip that. No.

00:15:15.810 --> 00:15:18.570
<v Sam>Should I roll right into Howard the Duck if you want to do something first?

00:15:18.830 --> 00:15:21.870
<v Ivan>Yes, please. No, no, no, please. How was it, Sam?

00:15:22.990 --> 00:15:24.470
<v Sam>Okay, so you and...

00:15:25.750 --> 00:15:29.230
<v Sam>Alex is trying to give me the timeline.

00:15:29.790 --> 00:15:37.010
<v Sam>He says, Daddy has COVID. Timeline. Mommy has COVID. Then Alex spends time with Mommy.

00:15:37.550 --> 00:15:39.930
<v Sam>Okay, Alex-y, are you happy now?

00:15:40.490 --> 00:15:44.370
<v Sam>He writes down Alex-y instead of Alex. Alex-y spends time with Mommy.

00:15:44.490 --> 00:15:47.450
<v Sam>Mommy tests positive for COVID. Daddy spends time with Alex-y.

00:15:48.270 --> 00:15:51.370
<v Sam>Doggy spends time with Mommy. Doggy has COVID.

00:15:51.370 --> 00:15:57.770
<v Sam>I have no evidence one way or another, whether our dog has COVID doggy spends

00:15:57.770 --> 00:16:03.010
<v Sam>time with daddy and Alexi mommy spends time with caddy caddy has COVID daddy

00:16:03.010 --> 00:16:05.650
<v Sam>spends time with caddy and Alexi Alexi feel sick.

00:16:05.790 --> 00:16:08.550
<v Sam>Alexi indicates sick. Daddy says liar.

00:16:09.150 --> 00:16:14.410
<v Sam>Daddy spends time with Alexi. Daddy spends more time with Alexi Alexi feels.

00:16:14.590 --> 00:16:17.390
<v Sam>And that's the end of the thing. Okay.

00:16:17.490 --> 00:16:17.890
<v Ivan>Wow.

00:16:18.130 --> 00:16:19.050
<v Sam>Howard the duck.

00:16:19.570 --> 00:16:22.730
<v Ivan>Howard the Duck how was it?

00:16:23.090 --> 00:16:28.390
<v Sam>Here's the thing you had mentioned on the show one week we were talking bad

00:16:28.390 --> 00:16:30.390
<v Sam>movies and you mentioned how awful,

00:16:31.270 --> 00:16:36.730
<v Sam>Howard the Duck is and then so I was going to add it to my list but in fact

00:16:36.730 --> 00:16:40.070
<v Sam>it was already somewhere on my list and it just happened by pure coincidence

00:16:40.070 --> 00:16:46.130
<v Sam>in the week after you had mentioned it on the show I had rolled something about

00:16:46.130 --> 00:16:50.410
<v Sam>doing the Marvel Cinematic Universe And as it turns out, Howard.

00:16:50.450 --> 00:16:53.690
<v Ivan>Yeah. And I completely forgot that how this stuff was part of it. Yeah.

00:16:53.750 --> 00:16:59.590
<v Sam>It is Marvel. And so I had, I, I came up and I watched it like a week later.

00:16:59.830 --> 00:17:02.310
<v Sam>And of course that was months ago. That was in March. And,

00:17:03.070 --> 00:17:05.810
<v Sam>But here's the deal. I didn't hate it.

00:17:06.310 --> 00:17:07.330
<v Ivan>You didn't hate it?

00:17:07.470 --> 00:17:10.290
<v Sam>I'm not giving it. I'm going to go with the thumbs sideways,

00:17:10.390 --> 00:17:12.910
<v Sam>not a thumbs up. But I did not hate it at all.

00:17:13.070 --> 00:17:17.470
<v Sam>I was amused by it. I found it like, you know, okay.

00:17:18.090 --> 00:17:22.450
<v Sam>And what's her name in it? Like Lee Thompson, right? Is that her name?

00:17:22.770 --> 00:17:24.390
<v Ivan>Yeah. Yeah. Leah Thompson.

00:17:25.210 --> 00:17:26.650
<v Sam>And I like her.

00:17:27.150 --> 00:17:27.550
<v Ivan>Okay.

00:17:28.330 --> 00:17:29.770
<v Sam>And here is the thing.

00:17:30.130 --> 00:17:33.730
<v Ivan>I think that this may be a thing of expectation. okay

00:17:33.730 --> 00:17:37.070
<v Ivan>i gotta tell you why because when it came out i

00:17:37.070 --> 00:17:40.710
<v Ivan>think expectations were very high for that movie

00:17:40.710 --> 00:17:43.450
<v Ivan>okay and and you know

00:17:43.450 --> 00:17:47.610
<v Ivan>when you have this expectation this thing is going to be awesome and

00:17:47.610 --> 00:17:50.590
<v Ivan>it's what howard the duck was then i think

00:17:50.590 --> 00:17:54.090
<v Ivan>you're like oh come on what the fuck okay yeah

00:17:54.090 --> 00:17:56.950
<v Ivan>i mean and and so so i think that was

00:17:56.950 --> 00:17:59.950
<v Ivan>part of it and so i went and i set the expectations

00:17:59.950 --> 00:18:03.350
<v Ivan>so low for you maybe maybe

00:18:03.350 --> 00:18:08.670
<v Ivan>because i that because i literally saw like well it's not exactly you're you're

00:18:08.670 --> 00:18:16.790
<v Ivan>like well it's not the worst ever right and so so yeah it's one of those things

00:18:16.790 --> 00:18:22.590
<v Ivan>where i do think that when it came out and i think i'm pretty sure i saw it at the theaters,

00:18:23.390 --> 00:18:28.970
<v Ivan>okay i was just like what the fuck is this yeah.

00:18:28.970 --> 00:18:32.670
<v Sam>I mean and look i mean i was mildly amused by.

00:18:32.670 --> 00:18:35.210
<v Ivan>It like it was it was fine.

00:18:35.210 --> 00:18:40.970
<v Sam>It was okay like i there were moments that i thought were somewhat funny like

00:18:40.970 --> 00:18:45.650
<v Sam>i said i i i'm a fan of lee thompson i like this like she's cute i like the

00:18:45.650 --> 00:18:47.450
<v Sam>thing she does The duck is.

00:18:47.450 --> 00:18:53.770
<v Ivan>Not cute. The duck is not cute. No. Not at all. No, not in the slightest.

00:18:55.030 --> 00:19:01.390
<v Sam>But it was fine. It was okay. And you may be right. There may be an expectation setting.

00:19:01.610 --> 00:19:10.210
<v Sam>There were probably a few WTF moments in this thing, but it just seemed like, okay, fine.

00:19:10.410 --> 00:19:13.030
<v Sam>It's a movie. It's whatever. Whatever.

00:19:14.230 --> 00:19:17.910
<v Sam>And I... Yeah. I...

00:19:19.030 --> 00:19:24.630
<v Sam>I don't rush to rewatch anything, but I certainly wouldn't watch rush to rewatch this.

00:19:24.790 --> 00:19:29.930
<v Sam>But I saved the thumbs down for the things where throughout the whole movie,

00:19:30.030 --> 00:19:33.810
<v Sam>I'm like, Oh my God, this is awful. I wish I was done.

00:19:33.990 --> 00:19:40.570
<v Sam>I wish I had never selected this. I forced myself to finish them rather than watching them.

00:19:40.650 --> 00:19:46.110
<v Sam>But, and that, that's a good way to put it. Like I save thumbs down for ones that I have to.

00:19:46.130 --> 00:19:49.530
<v Ivan>You're like, I have to force myself to finish. Okay.

00:19:49.930 --> 00:19:54.110
<v Sam>I did not have to force myself to finish the Howard, finish Howard the duck.

00:19:54.170 --> 00:19:55.710
<v Sam>It was fine. It was entertaining.

00:19:56.070 --> 00:19:59.370
<v Sam>I, I had no problems with it. It had some good moments.

00:19:59.590 --> 00:20:03.370
<v Sam>It was an exceptional in any way, shape or form. No, it was not exceptional

00:20:03.370 --> 00:20:05.510
<v Sam>in any way, shape or form, but it was fine.

00:20:06.270 --> 00:20:10.290
<v Sam>It wasn't. And, and I wasn't screaming like, Oh my God, please turn this thing

00:20:10.290 --> 00:20:12.830
<v Sam>off. So it gets a thumb sideways for me.

00:20:12.970 --> 00:20:18.510
<v Ivan>Okay. So, so, okay. So that's, that's, you know, know better than i expected uh by comparison the.

00:20:18.510 --> 00:20:22.370
<v Sam>Other one which this will now be the third or fourth time it's been mentioned

00:20:22.370 --> 00:20:27.270
<v Sam>on the show that you mentioned once and had me add to my list and i watched

00:20:27.270 --> 00:20:32.390
<v Sam>which did absolutely merit that thumbs down category was low blow.

00:20:32.390 --> 00:20:35.930
<v Ivan>Oh yes because you did watch low blow i.

00:20:35.930 --> 00:20:37.570
<v Sam>Did watch low blowing yes.

00:20:37.570 --> 00:20:42.370
<v Ivan>Look yes and that and that movie definitely is

00:20:42.370 --> 00:20:47.170
<v Ivan>way way way worse than howard

00:20:47.170 --> 00:20:50.210
<v Ivan>the duck yeah i mean that yes i i don't

00:20:50.210 --> 00:20:53.670
<v Ivan>think that um that that cannot be argued yeah

00:20:53.670 --> 00:20:59.870
<v Ivan>like uh yeah i i you know i'm looking at howard the duck rotten tomatoes gives

00:20:59.870 --> 00:21:08.630
<v Ivan>it a 13 it's got a imdb of 4.7 which is quite low as well you know but it's

00:21:08.630 --> 00:21:11.770
<v Ivan>not low blow right Low Blow, if I remember correctly,

00:21:12.050 --> 00:21:15.370
<v Ivan>scores way below that.

00:21:15.670 --> 00:21:17.870
<v Ivan>It's got a 4.1 IMDb.

00:21:19.130 --> 00:21:23.130
<v Ivan>For some reason, it's got a 21% Rotten Tomatoes. I just think that's got to

00:21:23.130 --> 00:21:29.790
<v Ivan>be just people just, you know, just say, wow, it's so bad that I'm just going to give it a thumbs up.

00:21:29.910 --> 00:21:38.810
<v Ivan>But yeah, no, this thing is just, you know, a 4.1 IMDB rating is very hard to get.

00:21:39.370 --> 00:21:42.050
<v Ivan>It has to be. Yeah. So, yeah.

00:21:42.050 --> 00:21:47.530
<v Sam>So Howard the Duck is a cinematic masterpiece compared to Low Blow. Yes. And yeah.

00:21:47.630 --> 00:21:47.870
<v Ivan>Yes.

00:21:47.950 --> 00:21:48.430
<v Sam>Absolutely.

00:21:48.770 --> 00:21:50.450
<v Ivan>100% agree. Yes. Yes.

00:21:50.530 --> 00:21:55.550
<v Sam>Okay. Anyway, that was my movie for the week. Do you have a butt first of your

00:21:55.550 --> 00:21:57.730
<v Sam>own before we slip into real things?

00:21:58.570 --> 00:22:02.250
<v Ivan>What the fuck was I thinking about my butt first for my own?

00:22:02.590 --> 00:22:04.850
<v Ivan>What have I been doing? I don't know.

00:22:05.150 --> 00:22:10.290
<v Sam>You were gone for decades, like I said. And now you're fondling your microphone.

00:22:10.870 --> 00:22:16.530
<v Ivan>Yeah, I'm fondling the microphone. phone well the

00:22:16.530 --> 00:22:20.030
<v Ivan>only thing i'll make an observation about is i

00:22:20.030 --> 00:22:22.910
<v Ivan>posted a picture of my wife and son playing on

00:22:22.910 --> 00:22:29.570
<v Ivan>the beach um last week and this hotel that i i i have been staying at is is

00:22:29.570 --> 00:22:37.450
<v Ivan>is uh is a hotel that's it's a resort okay but i've been they have a very good

00:22:37.450 --> 00:22:40.050
<v Ivan>corporate rate so i've been staying at that hotel for work.

00:22:40.270 --> 00:22:45.310
<v Ivan>And I had my wife and my son go with me last week to, to this hotel.

00:22:45.690 --> 00:22:50.910
<v Sam>So wait, so the deal was you were, you were doing something for work and they just tagged along.

00:22:51.410 --> 00:22:55.610
<v Ivan>Well, the thing is, so we were supposed to go on vacation last week, but work interfered.

00:22:55.630 --> 00:22:56.350
<v Sam>Ah, okay.

00:22:56.430 --> 00:23:00.130
<v Ivan>And so what I said is, look, I got to go back to Puerto Rico.

00:23:00.150 --> 00:23:02.590
<v Ivan>So why don't you guys just come with me? Okay.

00:23:02.990 --> 00:23:03.390
<v Sam>Okay.

00:23:03.790 --> 00:23:11.090
<v Ivan>And so, so I, I brought him along and, And the one thing is that they were playing on this beach.

00:23:11.150 --> 00:23:14.530
<v Ivan>Now, the beach is in San Juan,

00:23:14.710 --> 00:23:22.710
<v Ivan>and this is a north facing beach that unlike a whole bunch of beaches that are

00:23:22.710 --> 00:23:26.810
<v Ivan>in the northern part of Puerto Rico, doesn't it's not in a bay.

00:23:27.350 --> 00:23:30.730
<v Ivan>There isn't the reef to block off the waves.

00:23:31.230 --> 00:23:34.390
<v Ivan>OK, so you get some really, really big waves.

00:23:34.390 --> 00:23:42.950
<v Ivan>And this beach, the last few years, has been the scene of a number of drownings

00:23:42.950 --> 00:23:48.290
<v Ivan>by people not heeding the flags at the beach.

00:23:49.030 --> 00:23:54.110
<v Ivan>Okay? Almost every day I've been there, a red flag was up. Basically,

00:23:54.230 --> 00:23:56.570
<v Ivan>red flag, don't go in the fucking way.

00:23:57.830 --> 00:24:02.750
<v Ivan>This beach is public in large part because all the beaches in Puerto Rico are public.

00:24:02.830 --> 00:24:08.210
<v Ivan>You can't really block access to any of the beaches in Puerto Rico.

00:24:10.130 --> 00:24:16.370
<v Ivan>So there aren't lifeguards posted and people have argued. It's like, why the hell?

00:24:16.450 --> 00:24:17.630
<v Sam>Why don't you have lifeguards?

00:24:17.650 --> 00:24:21.950
<v Ivan>But there's been a number of people that have died.

00:24:22.050 --> 00:24:24.530
<v Ivan>I did post a picture and a friend of mine was like, say, hey,

00:24:24.610 --> 00:24:26.710
<v Ivan>you know that that beach is bad. I'm like, listen. a door.

00:24:27.230 --> 00:24:31.950
<v Ivan>My son doesn't even go. My son will play like at the edge of the water,

00:24:32.010 --> 00:24:35.970
<v Ivan>but they don't, he doesn't like to go in swimming and like get himself inside the water.

00:24:36.010 --> 00:24:39.650
<v Ivan>So he doesn't go in there. He prefers to go on the thing.

00:24:39.830 --> 00:24:43.450
<v Ivan>So and then the other day, the weather was exceptionally bad.

00:24:44.690 --> 00:24:48.170
<v Ivan>So on top of the red flag, I saw that the hotel,

00:24:48.950 --> 00:24:53.090
<v Ivan>posted a another flag on the beach itself,

00:24:53.290 --> 00:24:56.270
<v Ivan>like right at the the shore with some skull

00:24:56.270 --> 00:24:59.490
<v Ivan>and crossbones on it red basically trying

00:24:59.490 --> 00:25:02.490
<v Ivan>to warn people not to go into the water

00:25:02.490 --> 00:25:05.910
<v Ivan>and as i see this some tourist clowns went

00:25:05.910 --> 00:25:13.850
<v Ivan>in and were jumping into the water at these waves and i i just don't understand

00:25:13.850 --> 00:25:18.730
<v Ivan>these fucking people i i'm just like guys look at the fucking waves the fuck

00:25:18.730 --> 00:25:22.510
<v Ivan>are you doing i mean it's it's it's not it's nice to sit like

00:25:22.590 --> 00:25:26.230
<v Ivan>brighter water it's nice to get wet a little bit but but when you have the fucking

00:25:26.230 --> 00:25:29.990
<v Ivan>red flag stuck right there with it's called crossbones at the entrance of the

00:25:29.990 --> 00:25:37.270
<v Ivan>beach why are you going into the water why why what's wrong with you yeah.

00:25:37.270 --> 00:25:41.730
<v Sam>It's like those people you always get the video of the people like surfing because

00:25:41.730 --> 00:25:43.510
<v Sam>the hurricane's coming and stuff like that.

00:25:43.510 --> 00:25:46.170
<v Ivan>Yeah yeah yeah there was i'll tell you what

00:25:46.170 --> 00:25:48.930
<v Ivan>there was there was one that i i'll never forget you

00:25:48.930 --> 00:25:52.250
<v Ivan>know the kite board thing kind of thing you know

00:25:52.250 --> 00:25:55.290
<v Ivan>they go with a kite yeah they're they're like they've

00:25:55.290 --> 00:25:58.330
<v Ivan>got this kite it's it looks like a parachute it's dragging

00:25:58.330 --> 00:26:01.190
<v Ivan>them and they're on a board right right i saw this guy

00:26:01.190 --> 00:26:05.050
<v Ivan>on on a hurricane approaching fort lauderdale that did this and they were recording

00:26:05.050 --> 00:26:09.970
<v Ivan>on video and the wind dragged them towards a couple of cement walls and slammed

00:26:09.970 --> 00:26:18.410
<v Ivan>them on live video into into a wall i either he died or let's just say he had

00:26:18.410 --> 00:26:20.530
<v Ivan>almost every bone in his body broken could.

00:26:21.850 --> 00:26:22.330
<v Sam>Beautiful.

00:26:22.390 --> 00:26:26.970
<v Ivan>And I'm just like, you idiots. What do you think was going to happen?

00:26:27.050 --> 00:26:31.630
<v Ivan>A 70 mile an hour gust adores a whole bunch of concrete over there.

00:26:31.690 --> 00:26:34.050
<v Ivan>Where are you going to land softly?

00:26:35.670 --> 00:26:36.150
<v Ivan>Anyway.

00:26:36.530 --> 00:26:37.470
<v Sam>No airbags?

00:26:38.290 --> 00:26:42.750
<v Ivan>No, no airbags. No. Yeah, that guy really.

00:26:42.890 --> 00:26:48.310
<v Ivan>I do think he survived, but let's just say it wasn't easily.

00:26:48.310 --> 00:26:52.270
<v Ivan>Easily speaking of airbags that you mentioned this i i only saw this recently

00:26:52.270 --> 00:26:58.130
<v Ivan>i'm seeing these people like competing in like uh motorcycle competitions right

00:26:58.130 --> 00:27:02.610
<v Ivan>with the motorcycle airbag things yeah yeah well have you seen it's it's like

00:27:02.610 --> 00:27:05.810
<v Ivan>a suit yeah that they wear and and apparently,

00:27:06.590 --> 00:27:11.090
<v Ivan>when they i i didn't realize this until recently that if they get launched off

00:27:11.090 --> 00:27:12.730
<v Ivan>the thing that the The thing trigger pops.

00:27:12.870 --> 00:27:17.310
<v Ivan>Yeah. It triggers these airbags on the body. That's pretty fucking cool.

00:27:17.530 --> 00:27:23.950
<v Sam>I have, I have seen like some sort of like video showing how it works that like

00:27:23.950 --> 00:27:27.010
<v Sam>there's a cord that attaches between their suit and the motorcycle.

00:27:27.450 --> 00:27:31.310
<v Sam>And if it gets snapped, which like happens if they're more, if they get pulled

00:27:31.310 --> 00:27:34.230
<v Sam>more than like a foot and a half away from the motorcycle, two feet,

00:27:34.290 --> 00:27:36.370
<v Sam>whatever it is, it triggers the airbag.

00:27:36.430 --> 00:27:40.610
<v Sam>And it's like, I don't know, milliseconds for the thing to expand.

00:27:41.830 --> 00:27:45.030
<v Sam>Just like a regular airbag i also remember sharing

00:27:45.030 --> 00:27:50.590
<v Sam>with somebody they've they've prototyped the same kind of technology for the

00:27:50.590 --> 00:27:56.890
<v Sam>elderly that just detects all they sure they just wear they wear the suit and

00:27:56.890 --> 00:28:01.850
<v Sam>it detects if they trip or fall before they hit the ground fuck.

00:28:01.850 --> 00:28:04.030
<v Ivan>That's a that's a great idea actually.

00:28:04.030 --> 00:28:06.950
<v Sam>You know so yeah it'd be.

00:28:06.950 --> 00:28:09.310
<v Ivan>Kind of funny to trigger it on them on purpose.

00:28:09.310 --> 00:28:12.630
<v Sam>Well, if you Google it, and I forget what it's called, I'm sorry,

00:28:12.870 --> 00:28:15.870
<v Sam>but, you know, here, I'll...

00:28:16.410 --> 00:28:18.930
<v Ivan>When you're old, I'll visit Sam with a suit, and all of a sudden,

00:28:18.990 --> 00:28:23.330
<v Ivan>I'll just fucking trigger that thing. I'm like, gosh! Sam's like the Michelin Man all of a sudden.

00:28:23.390 --> 00:28:29.950
<v Sam>Well, and it's like that. The YouTube video... Okay, now I have to find this for you now.

00:28:30.390 --> 00:28:33.890
<v Sam>I'll either find it quickly here.

00:28:35.730 --> 00:28:37.430
<v Sam>There we go. Let's see.

00:28:39.310 --> 00:28:40.890
<v Sam>Yeah, I want the YouTube video. Okay.

00:28:41.510 --> 00:28:41.890
<v Ivan>Yeah.

00:28:42.250 --> 00:28:43.370
<v Sam>Here we go.

00:28:44.480 --> 00:28:51.600
<v Sam>I won't play the video. Okay. This is from nine years ago.

00:28:51.900 --> 00:28:55.780
<v Sam>Let's see. Is this the video I'm thinking of? Yes, it is. It is. Absolutely.

00:28:55.940 --> 00:29:01.640
<v Sam>So if you search YouTube for wearable airbag protects elderly from falls,

00:29:02.480 --> 00:29:10.060
<v Sam>you will get a nice little five minute demo video from nine years ago from some

00:29:10.060 --> 00:29:12.100
<v Sam>company that was trying to do this.

00:29:12.100 --> 00:29:15.540
<v Sam>I haven't seen much more about it, and it was nine years ago,

00:29:15.640 --> 00:29:22.040
<v Sam>so maybe their company didn't succeed, but it's got some videos of some guy testing it out.

00:29:22.720 --> 00:29:32.340
<v Ivan>Okay, I just saw that Amazon has S-Airbag Unisex Elderly Anti-Fall Airbag Vest

00:29:32.340 --> 00:29:35.120
<v Ivan>Wearable Airbag Smart Vest for Seniors.

00:29:35.200 --> 00:29:36.200
<v Sam>I guess they have production.

00:29:36.200 --> 00:29:41.040
<v Ivan>And the price is not that bad, $999. Okay. It's not that bad.

00:29:41.640 --> 00:29:46.740
<v Ivan>If you get one of those at a discount from work okay as well i make sure that

00:29:46.740 --> 00:29:53.060
<v Ivan>when you're older i know i know i know it's like my core it's like any of the

00:29:53.060 --> 00:29:57.360
<v Ivan>discounts i've ever had from work never been that good but i'll i'll i'll make

00:29:57.360 --> 00:30:01.500
<v Ivan>sure to just trigger it for the hell of it like you know when i'm visiting you yeah.

00:30:01.500 --> 00:30:02.480
<v Sam>Where where just.

00:30:02.480 --> 00:30:03.520
<v Ivan>To see well you know.

00:30:03.520 --> 00:30:07.840
<v Sam>The the thing is anyway if you search for this video they've got some some a

00:30:07.840 --> 00:30:09.740
<v Sam>volunteer testing out the thing.

00:30:09.740 --> 00:30:14.060
<v Ivan>Falling you get to see it yeah yeah yeah they've got some pictures here of the

00:30:14.060 --> 00:30:18.940
<v Ivan>guy and stuff and everything yeah this is you know i should get this for my dad you.

00:30:18.940 --> 00:30:23.480
<v Sam>Know well and you got to think though like have they fully perfected the technology

00:30:23.480 --> 00:30:26.680
<v Sam>or is this thing going to go off in your face when you're not falling because

00:30:26.680 --> 00:30:27.780
<v Sam>that would probably be bad.

00:30:27.780 --> 00:30:31.940
<v Ivan>Well you know it doesn't hurt you i mean it's just you know as long as it's just well i mean regular.

00:30:31.940 --> 00:30:37.640
<v Sam>Like regular car airbags for instance do potentially do some damage to you it's

00:30:37.640 --> 00:30:40.660
<v Sam>just it's less damage than not having it so you.

00:30:40.660 --> 00:30:41.380
<v Ivan>Don't you.

00:30:41.380 --> 00:30:43.780
<v Sam>Don't want the airbag in your car going off randomly.

00:30:43.780 --> 00:30:47.760
<v Ivan>It makes like so your nose or something or whatever but it's you know but not

00:30:47.760 --> 00:30:54.220
<v Ivan>you know but but you know you know can i say that the only corporate discount

00:30:54.220 --> 00:31:01.240
<v Ivan>that i've ever had for a job that ever was any good okay was the one that It

00:31:01.240 --> 00:31:03.260
<v Ivan>involved working as a travel agent.

00:31:03.500 --> 00:31:04.740
<v Sam>Oh, OK.

00:31:04.940 --> 00:31:10.840
<v Ivan>Those discounts back then, and I know that they're not not as good now where,

00:31:10.940 --> 00:31:16.120
<v Ivan>man, there are like, I mean, 75 percent off.

00:31:17.240 --> 00:31:23.080
<v Ivan>And, you know, airfare. In some cases, I got with one airline,

00:31:23.280 --> 00:31:28.920
<v Ivan>I remember that I got absolutely free travel, which it was basically there was

00:31:28.920 --> 00:31:30.960
<v Ivan>a small carrier that flew between.

00:31:31.220 --> 00:31:37.860
<v Ivan>San Juan and some small islands of the Caribbean around there. And if I showed up,

00:31:38.730 --> 00:31:43.750
<v Ivan>And there were empty seats. I showed my travel agent ID, which I had an official

00:31:43.750 --> 00:31:49.790
<v Ivan>travel agent ID from the International Airline Transportation Association with that and my ID.

00:31:50.070 --> 00:31:52.830
<v Ivan>They would, if there was an empty seat, they would let me get on for free.

00:31:53.310 --> 00:31:53.830
<v Sam>Okay.

00:31:54.170 --> 00:31:59.850
<v Ivan>And almost, back then invariably, there were always almost empty seats.

00:32:00.430 --> 00:32:06.870
<v Ivan>I, the load factor on a typical flight was 60 some odd percent.

00:32:06.930 --> 00:32:11.470
<v Ivan>I mean, the chances of, The only days you wouldn't get a seat like that was

00:32:11.470 --> 00:32:14.750
<v Ivan>like Thanksgiving weekend or something like that.

00:32:14.810 --> 00:32:19.590
<v Ivan>But any other day, mundane day, you would get on a damn. There was always an MTC.

00:32:19.950 --> 00:32:25.550
<v Ivan>It's stunning to me like right now how almost every flight I get on that I got

00:32:25.550 --> 00:32:27.670
<v Ivan>on the last few weeks was 100% full.

00:32:28.070 --> 00:32:33.550
<v Ivan>Not one MTC. And that, I mean, that's, that did not happen before.

00:32:33.830 --> 00:32:38.510
<v Ivan>It's, it's crazy how that's changed in the industry. but anyway all.

00:32:38.510 --> 00:32:44.790
<v Sam>Right anyway so we're done but first but the hell but first is all done um first

00:32:44.790 --> 00:32:51.570
<v Sam>second it's third the next up then we are going to take a break and it is an apple dream,

00:32:52.570 --> 00:32:55.430
<v Sam>so i so i saved this from

00:32:55.430 --> 00:32:58.190
<v Sam>last week it would have otherwise been last week i will warn you

00:32:58.190 --> 00:33:01.510
<v Sam>this one's a couple minutes long like three minutes long but

00:33:01.510 --> 00:33:04.390
<v Sam>it's it's an apple dream so i'm we'll we'll

00:33:04.390 --> 00:33:10.130
<v Sam>see if yvonne has any reactions to this one and then then when when we get back

00:33:10.130 --> 00:33:15.130
<v Sam>from the apple dream it'll be yvonne's turn to like pick stuff because light

00:33:15.130 --> 00:33:17.190
<v Sam>it up baby because i've got the

00:33:17.190 --> 00:33:21.710
<v Sam>whole covet brain fog thing going on can't think oh yeah yeah yeah go and.

00:33:21.710 --> 00:33:23.910
<v Ivan>Like just said yeah okay yeah yeah yeah whatever.

00:33:23.910 --> 00:33:29.350
<v Sam>Excuses excuse here you go apple dream i.

00:33:29.350 --> 00:33:32.090
<v Break>Was not sure which one.

00:33:35.190 --> 00:33:39.050
<v Break>I was at some place eating. I was with a group.

00:33:40.150 --> 00:33:49.410
<v Break>There was a woman with the group that I knew, and I didn't know the rest of the people.

00:33:49.650 --> 00:33:54.270
<v Break>And I don't know.

00:33:55.310 --> 00:33:58.890
<v Break>The The person seemed very familiar, but I can't quite place them.

00:34:00.130 --> 00:34:05.750
<v Break>It was not Clara from Doctor Who, but it looked kind of like her.

00:34:06.790 --> 00:34:12.050
<v Break>In any case, I had cashed out. Well, no, it was time to pay.

00:34:13.730 --> 00:34:20.810
<v Break>And they told me they couldn't take my U.S. credit card.

00:34:22.210 --> 00:34:26.050
<v Break>And so I was like what do I do because I hadn't cashed out to any of the local

00:34:26.050 --> 00:34:31.070
<v Break>currency because of course I hadn't and I asked if they took any of the.

00:34:32.820 --> 00:34:39.500
<v Break>Common electronic payment apps like can i use cash app can i use venmo can i

00:34:39.500 --> 00:34:46.280
<v Break>use whatever and they're like no but we take this and it was like someone i'd never heard of.

00:34:47.560 --> 00:34:50.500
<v Break>And i was like okay i'll install

00:34:50.500 --> 00:34:55.060
<v Break>it and get it set up but i

00:34:55.060 --> 00:34:57.920
<v Break>couldn't get the internet to work on my phone except my

00:34:57.920 --> 00:35:00.740
<v Break>phone wasn't a phone it was like a stick of

00:35:00.740 --> 00:35:03.920
<v Break>gum well an electronic device the

00:35:03.920 --> 00:35:06.920
<v Break>shape and size of a stick of gum but i

00:35:06.920 --> 00:35:10.040
<v Break>couldn't get internet on it and so the

00:35:10.040 --> 00:35:15.640
<v Break>woman who was with me was like i have cash i'm like can i just vent can i just

00:35:15.640 --> 00:35:20.200
<v Break>use one of these apps to give you the money and she's like she hadn't used any

00:35:20.200 --> 00:35:24.980
<v Break>of them before either but i was like i'll help you it's easy i can set you up

00:35:24.980 --> 00:35:27.760
<v Break>with one of them or i can help you get set up with one of them,

00:35:28.340 --> 00:35:31.820
<v Break>and she's like okay whatever and i

00:35:31.820 --> 00:35:34.740
<v Break>look at the bill and i try to figure it out and apparently

00:35:34.740 --> 00:35:39.700
<v Break>i was at a starbucks i mean it didn't seem like it was a starbucks before but

00:35:39.700 --> 00:35:45.620
<v Break>the receipt had like starbucks stuff on it and at first i couldn't tell which

00:35:45.620 --> 00:35:50.360
<v Break>one was the total because like there There were lines for like how many Starbucks

00:35:50.360 --> 00:35:52.380
<v Break>points I had and stuff on the receipt.

00:35:53.240 --> 00:35:59.560
<v Break>But then I finally figured out which one and I owed like 126 of the local currency or whatever.

00:36:00.660 --> 00:36:04.700
<v Break>And the woman who was with me paid. And...

00:36:07.630 --> 00:36:13.930
<v Break>Then we were getting ready to go, and I was going to talk to her more about how I pay her back.

00:36:14.850 --> 00:36:19.370
<v Break>And there was more, like, we were going to go somewhere, but it was somewhere

00:36:19.370 --> 00:36:22.450
<v Break>specific with the whole group, not just with her.

00:36:22.650 --> 00:36:27.650
<v Break>And there was stuff that happened before we stopped to eat. Like,

00:36:29.850 --> 00:36:34.830
<v Break>there were more people with us, and there was stuff going on that we were doing,

00:36:34.930 --> 00:36:36.830
<v Break>and we just stopped for a snack or whatever.

00:36:36.830 --> 00:36:43.190
<v Break>But the only thing I can remember now is the stop for the snack and the paying

00:36:43.190 --> 00:36:50.910
<v Break>part and not being able to pay because they didn't take cards and I had no cash

00:36:50.910 --> 00:36:52.670
<v Break>and they didn't take the apps.

00:36:53.710 --> 00:36:58.830
<v Break>But the person with me could pay. But now I had to pay her back.

00:36:59.790 --> 00:37:03.610
<v Break>Yeah. Then I woke up. Bye.

00:37:04.410 --> 00:37:05.390
<v Sam>And that's it.

00:37:06.050 --> 00:37:13.910
<v Ivan>You know, yesterday, yesterday, yes, my wife was trying to send money to one

00:37:13.910 --> 00:37:15.630
<v Ivan>of her relatives in Colombia.

00:37:15.750 --> 00:37:18.890
<v Ivan>And they just went through what you were describing.

00:37:19.110 --> 00:37:22.930
<v Ivan>Hey, can I Venmo it to you? No. Can I send it through Apple Cash?

00:37:23.190 --> 00:37:27.250
<v Ivan>No. Can I to PayPal? No. I've never been able to get it to work.

00:37:27.430 --> 00:37:33.050
<v Ivan>We're going through this exact same thing. And then she says, hey, I got this app.

00:37:33.150 --> 00:37:38.430
<v Ivan>It's called Wise. wise i used it to send money i'm like fuck i've never i you

00:37:38.430 --> 00:37:43.970
<v Ivan>ever heard of wise i never know wise no so i'm using that one because so and

00:37:43.970 --> 00:37:48.670
<v Ivan>i went through the thing so i went to install i had to go and install it on

00:37:48.670 --> 00:37:50.550
<v Ivan>her phone and figure it out or whatever,

00:37:51.480 --> 00:37:54.660
<v Ivan>like get it to work in order to first i was i've been

00:37:54.660 --> 00:37:58.020
<v Ivan>trying to check on her iphone whether

00:37:58.020 --> 00:38:03.660
<v Ivan>they have apple cash in columbia and i guess they don't okay okay so but we

00:38:03.660 --> 00:38:08.480
<v Ivan>installed the wise and and and then i connected it i saw that you could add

00:38:08.480 --> 00:38:14.100
<v Ivan>the money through apple pay to it okay you had to load it and you had to check

00:38:14.100 --> 00:38:17.000
<v Ivan>your id and all of this stuff or whatever the interesting

00:38:17.180 --> 00:38:21.620
<v Ivan>thing about it is that i'm going to send it but there were fees involved with

00:38:21.620 --> 00:38:26.600
<v Ivan>sending the money okay it wasn't just it wasn't fearless but at first we were

00:38:26.600 --> 00:38:32.640
<v Ivan>trying to just send 14 dollars not a not a big amount but at first it wanted to charge me it almost.

00:38:32.640 --> 00:38:36.360
<v Sam>Seems at this point like is it even worth it for 14 dollars you know it's like.

00:38:36.360 --> 00:38:40.000
<v Ivan>You know what she was trying to buy something for her cousin she wanted to send

00:38:40.000 --> 00:38:46.300
<v Ivan>the money she wanted to make the point of paying for fucking 14 okay and so it wasn't 14 to you.

00:38:46.300 --> 00:38:47.760
<v Sam>It was you were paying 14.

00:38:47.760 --> 00:38:50.760
<v Ivan>Yeah yeah yeah yeah yeah right and so and

00:38:50.760 --> 00:38:53.960
<v Ivan>and then at first they wanted to charge five dollars said 14

00:38:53.960 --> 00:38:56.860
<v Ivan>i'm like five fucking dollars to pay 14 this is

00:38:56.860 --> 00:38:59.840
<v Ivan>idiotic but as as i went and

00:38:59.840 --> 00:39:02.840
<v Ivan>i kept doing more setup on the app it dropped

00:39:02.840 --> 00:39:06.360
<v Ivan>the fee down to a buck okay somehow yeah so

00:39:06.360 --> 00:39:09.140
<v Ivan>i was like okay a buck if i'm setting 14 i'm getting charged a

00:39:09.140 --> 00:39:12.340
<v Ivan>buck i'm like ah okay fine a buck okay

00:39:12.340 --> 00:39:15.100
<v Ivan>you can do the buck but i had to

00:39:15.100 --> 00:39:19.780
<v Ivan>wind up basically yeah i had to go went through the same problem that your apple

00:39:19.780 --> 00:39:25.980
<v Ivan>dream had just yesterday right okay yeah apparently a real problem and and then

00:39:25.980 --> 00:39:30.080
<v Ivan>and then today i tried to pay this check at this restaurant that we went to

00:39:30.080 --> 00:39:34.340
<v Ivan>and they have you know have you seen the uh Now they've got the receipt.

00:39:34.860 --> 00:39:38.340
<v Ivan>There's a QR code out. You can scan and pay at some places.

00:39:39.340 --> 00:39:42.200
<v Ivan>There are certain restaurants that have that. You just go.

00:39:42.320 --> 00:39:44.520
<v Sam>I think I've encountered that once. Yeah.

00:39:45.600 --> 00:39:49.120
<v Ivan>So you can just go. You don't have to. Whatever. Just scan the QR code.

00:39:49.240 --> 00:39:51.960
<v Ivan>Boom, boom, boom. And you pay right there. No, you don't have to do anything else.

00:39:52.120 --> 00:39:55.280
<v Ivan>And so this restaurant had it. And I'm like, oh, I'll just pay with a QR code.

00:39:55.580 --> 00:39:59.000
<v Ivan>Well, I don't know what problem they had. It kept declining the transaction.

00:39:59.280 --> 00:40:02.060
<v Ivan>It kept saying gateway doesn't work. i actually got even

00:40:02.060 --> 00:40:04.720
<v Ivan>transaction declines on my apple pay and i'm like what the

00:40:04.720 --> 00:40:07.940
<v Ivan>hell the transaction applies doesn't make any sense so i

00:40:07.940 --> 00:40:11.900
<v Ivan>have to give the guy the card give the guy the card they run it it comes back

00:40:11.900 --> 00:40:15.280
<v Ivan>he brings me the little folder with the thing with the credit card but you have

00:40:15.280 --> 00:40:20.200
<v Ivan>to wait a while because it was a lot of people and i didn't bring back my card

00:40:20.200 --> 00:40:25.560
<v Ivan>the card's not in there and i'm like okay dude the card's not in there and he's

00:40:25.560 --> 00:40:27.320
<v Ivan>saying no yes Yes, it is. No, it's not.

00:40:27.500 --> 00:40:30.280
<v Ivan>Damn it. We've got you brought six folders to the table.

00:40:30.520 --> 00:40:33.520
<v Ivan>All the bad cards except mine are going through every fucking folder.

00:40:34.180 --> 00:40:36.660
<v Ivan>You know, going through it, looking through the floor.

00:40:37.680 --> 00:40:40.840
<v Ivan>Get the manager. Guys, where the fuck is my credit card? You guys,

00:40:40.880 --> 00:40:44.260
<v Ivan>he just ran it and I didn't bring it back. I need my fucking card back.

00:40:44.780 --> 00:40:47.660
<v Ivan>You know, restaurants, they keep the lights dim. They have to turn up.

00:40:47.660 --> 00:40:49.760
<v Ivan>They turned on all the lights in the fucking restaurant.

00:40:50.160 --> 00:40:53.940
<v Ivan>The guy had gone after he ran it. He was running multiple cards.

00:40:54.040 --> 00:40:57.740
<v Ivan>He has set it on top of the printer on the machine.

00:40:57.840 --> 00:41:00.420
<v Ivan>My card was black. The printer is black.

00:41:00.840 --> 00:41:01.240
<v Sam>Gotcha.

00:41:01.380 --> 00:41:03.160
<v Ivan>He didn't see that. I was like sitting right there.

00:41:04.000 --> 00:41:05.960
<v Sam>Nice. But they found anyway.

00:41:06.320 --> 00:41:10.680
<v Ivan>But they found. yeah but anyway okay so we gotta yeah.

00:41:10.680 --> 00:41:17.720
<v Sam>You your choice your your body your choice you you you pick what we're going to talk about.

00:41:17.720 --> 00:41:24.340
<v Ivan>My body my choice what am i having sex on this show now okay um not not usually.

00:41:24.340 --> 00:41:25.340
<v Sam>That you know there.

00:41:25.340 --> 00:41:26.820
<v Ivan>Are many aspects to.

00:41:26.820 --> 00:41:28.120
<v Sam>This show but that is not usually.

00:41:28.120 --> 00:41:30.940
<v Ivan>Well listen yesterday i was trying to you know going through

00:41:30.940 --> 00:41:36.020
<v Ivan>this with my wife and her online line i was seeing on the on the this thing

00:41:36.020 --> 00:41:41.880
<v Ivan>about do you realize that all these people like to just log into like aa meetings

00:41:41.880 --> 00:41:46.400
<v Ivan>online and expose themselves and masturbate online for the hell of it and that

00:41:46.400 --> 00:41:50.360
<v Ivan>they have to keep kicking them out all the time at least the guys thinks this is funny i.

00:41:50.360 --> 00:41:52.700
<v Sam>Have not heard this about aa meetings.

00:41:52.700 --> 00:41:59.340
<v Ivan>Constantly it is ridiculous i don't understand what's wrong with these fucking twisted because i.

00:41:59.340 --> 00:42:04.380
<v Sam>Guess they publicly post the login information to it because anybody is welcome, blah, blah, blah.

00:42:04.540 --> 00:42:11.960
<v Sam>And then random folks do that. I mean, I've heard of like web apps where that happens,

00:42:12.240 --> 00:42:17.980
<v Sam>you know, where like, like these chat roulette things and stuff like that,

00:42:18.020 --> 00:42:24.080
<v Sam>where the people who like participate in them just assume that like one out of 10, like ran,

00:42:24.260 --> 00:42:30.240
<v Sam>like the concept of some of these apps is you get connected with random people for video chats. Yeah.

00:42:31.210 --> 00:42:33.410
<v Sam>Which, okay, what are you going to expect?

00:42:33.410 --> 00:42:35.250
<v Ivan>You're playing Russian roulette with that.

00:42:35.350 --> 00:42:38.870
<v Sam>Yeah, exactly. And then apparently a certain percentage of the time you just

00:42:38.870 --> 00:42:43.070
<v Sam>expect are going to be people doing things that maybe you would not.

00:42:43.110 --> 00:42:43.790
<v Ivan>You don't want.

00:42:44.070 --> 00:42:47.430
<v Sam>You don't want. Although, you know, if the ratio is that high,

00:42:47.590 --> 00:42:50.210
<v Sam>I suppose the people participating actually do want that.

00:42:50.650 --> 00:42:54.830
<v Ivan>I guess, yeah. I mean, they must know. I mean, you're obviously trying to find

00:42:54.830 --> 00:42:56.230
<v Ivan>one of these, for God's sake. So anyway.

00:42:56.350 --> 00:43:00.170
<v Sam>Anyway, but AA is different. that is not like.

00:43:00.170 --> 00:43:02.990
<v Ivan>That's me that's not what you're

00:43:02.990 --> 00:43:12.290
<v Ivan>there for no no no so so let's see i'm going through here uh let's talk a little

00:43:12.290 --> 00:43:17.910
<v Ivan>bit about something that you probably wouldn't bring up um at this moment so

00:43:17.910 --> 00:43:20.570
<v Ivan>this week we got new inflation data oh you're.

00:43:20.570 --> 00:43:22.450
<v Sam>Gonna do economy stuff okay go for it.

00:43:22.450 --> 00:43:25.950
<v Ivan>Do some economy stuff because there's been a whole bunch of economy stuff last

00:43:25.950 --> 00:43:29.510
<v Ivan>Last week we had this, like everybody for some reason, there was the Japanese

00:43:29.510 --> 00:43:31.670
<v Ivan>stock market had like tanked.

00:43:32.090 --> 00:43:35.150
<v Ivan>I'm trying to remember exactly the main reason.

00:43:35.150 --> 00:43:39.990
<v Sam>There was a day where, and I remember it was, it was over the weekend.

00:43:40.230 --> 00:43:41.450
<v Ivan>It was like about a couple of weeks ago.

00:43:41.510 --> 00:43:45.410
<v Sam>We were coming in, like it was Sunday night and we started getting all these

00:43:45.410 --> 00:43:49.450
<v Sam>alerts that Japan was going crazy. It was crashing.

00:43:49.710 --> 00:43:54.730
<v Sam>It would be horrible. The, the, the, the futures for the U S markets were way

00:43:54.730 --> 00:43:56.650
<v Sam>down. Europe was having issues, too.

00:43:57.230 --> 00:44:02.890
<v Sam>And, you know, the Japanese markets actually had like a really huge one day crash.

00:44:03.170 --> 00:44:08.730
<v Sam>It was not a great day in the U.S. either. But then things seem to have popped

00:44:08.730 --> 00:44:11.650
<v Sam>back pretty quickly. But what was going on?

00:44:11.810 --> 00:44:16.550
<v Sam>What's it was fears of this and there was going to be a recession after all

00:44:16.550 --> 00:44:17.790
<v Sam>and blah, blah, blah, blah, blah.

00:44:17.790 --> 00:44:25.370
<v Ivan>Okay, the whole thing about the whole thing with Japan had to do with,

00:44:26.070 --> 00:44:28.990
<v Ivan>this this yen carry trade that's been going on

00:44:28.990 --> 00:44:32.170
<v Ivan>for a long time okay and the

00:44:32.170 --> 00:44:38.310
<v Ivan>what what's happened is that the the yen has been cheap and gotten cheaper i

00:44:38.310 --> 00:44:41.710
<v Ivan>mean we've talked about it on the slack okay one of our one of our listeners

00:44:41.710 --> 00:44:45.770
<v Ivan>pete was talking about going to japan went on a trip to japan and we're talking

00:44:45.770 --> 00:44:49.510
<v Ivan>about all the yen the yen he actually was.

00:44:49.510 --> 00:44:52.110
<v Sam>On the show talking about that trip right after he got back.

00:44:52.110 --> 00:44:55.050
<v Ivan>It was i mean the yen dropped from i

00:44:55.050 --> 00:44:57.990
<v Ivan>remember when i i worked for a japanese company for many years and

00:44:57.990 --> 00:45:01.190
<v Ivan>we were always very concerned about the yen dollar exchange

00:45:01.190 --> 00:45:05.170
<v Ivan>rate in large part because we japanese companies unlike

00:45:05.170 --> 00:45:08.230
<v Ivan>most american companies they're not still have

00:45:08.230 --> 00:45:11.550
<v Ivan>not as diversified in terms of their manufacturing base

00:45:11.550 --> 00:45:14.350
<v Ivan>even though they are diversified not like

00:45:14.350 --> 00:45:18.810
<v Ivan>it used to be there was a hundred percent japanese manufacture a

00:45:18.810 --> 00:45:21.650
<v Ivan>hundred still they have a

00:45:21.650 --> 00:45:25.270
<v Ivan>bigger concentration of exposure to the yen than i

00:45:25.270 --> 00:45:28.070
<v Ivan>would say that almost any american multinational or

00:45:28.070 --> 00:45:31.530
<v Ivan>even european multinational in my experience okay okay and

00:45:31.530 --> 00:45:37.990
<v Ivan>so when the yen got very strong or you know it it really did impact our our

00:45:37.990 --> 00:45:41.530
<v Ivan>pricing and sales and we were always very concerned about that and we were actually

00:45:41.530 --> 00:45:45.950
<v Ivan>talking our meetings how well if the yen gets to this level of whatever to 80

00:45:45.950 --> 00:45:49.210
<v Ivan>we're talking about at that point you know that that That would be pretty painful,

00:45:49.350 --> 00:45:51.130
<v Ivan>blah, blah, blah, whatever, and so forth right now.

00:45:51.210 --> 00:45:54.030
<v Ivan>So the yen right now, we're talking about 80.

00:45:54.170 --> 00:46:00.010
<v Ivan>This was about 12, 13 years ago. We're talking about a yen that was about 160, like right now, okay?

00:46:00.390 --> 00:46:04.290
<v Ivan>It's a massive, massive devaluation of yen.

00:46:04.470 --> 00:46:09.630
<v Ivan>It's made everything in Japan stupidly cheap compared to how it used to be.

00:46:09.630 --> 00:46:18.650
<v Ivan>But it seemed that there had been a big swing in yen dollar in the opposite

00:46:18.650 --> 00:46:22.650
<v Ivan>direction about a couple of weeks ago.

00:46:22.910 --> 00:46:25.170
<v Ivan>And the thing is that a lot of people...

00:46:26.760 --> 00:46:36.940
<v Ivan>They do a lot of trading. They borrow in yen because the interest rates in Japan have been so low.

00:46:37.820 --> 00:46:42.740
<v Ivan>They will go and they will borrow in yen at almost 0%. And then,

00:46:42.800 --> 00:46:44.620
<v Ivan>you know, do investments in dollars.

00:46:45.340 --> 00:46:49.620
<v Ivan>They do this trade that depends on where the currencies are.

00:46:49.620 --> 00:46:52.660
<v Ivan>And somewhere earlier this month like

00:46:52.660 --> 00:46:55.900
<v Ivan>around you know there was in in

00:46:55.900 --> 00:47:01.580
<v Ivan>the last couple of months there was a big shift in the yen okay we had one that

00:47:01.580 --> 00:47:06.480
<v Ivan>it went from it when it was at 160 it dropped really quickly down to 7th down

00:47:06.480 --> 00:47:14.160
<v Ivan>to 144 okay so it's a very quick shift okay and apparently a lot

00:47:14.340 --> 00:47:17.860
<v Ivan>of that stock trading was related to

00:47:17.860 --> 00:47:20.820
<v Ivan>unwinding a whole bunch of positions that that were

00:47:20.820 --> 00:47:24.480
<v Ivan>very exposed to that currency shift and

00:47:24.480 --> 00:47:28.920
<v Ivan>that's why all of a sudden it had nothing we're talking about where's a recession

00:47:28.920 --> 00:47:34.900
<v Ivan>economics or whatever no it's because so many people have plowed so much money

00:47:34.900 --> 00:47:39.940
<v Ivan>into this yen carry trade that when the fucking yen went like it was at ones

00:47:39.940 --> 00:47:41.580
<v Ivan>you know at the end of July,

00:47:41.680 --> 00:47:45.440
<v Ivan>it was like 160 and it dropped all of a sudden to 144.

00:47:46.320 --> 00:47:51.460
<v Ivan>It fucking caught people off guard because that was a huge, huge shift in a

00:47:51.460 --> 00:47:53.960
<v Ivan>very short amount of time. And.

00:47:55.230 --> 00:47:59.270
<v Ivan>It went and it spooked people, and then all of a sudden people were dumping

00:47:59.270 --> 00:48:04.010
<v Ivan>the stocks because people will do these moves.

00:48:04.070 --> 00:48:09.690
<v Ivan>So they were borrowing the money, purchase the stocks, then take those,

00:48:09.850 --> 00:48:12.210
<v Ivan>margin those, purchase other assets.

00:48:12.310 --> 00:48:14.770
<v Ivan>So you've got this sequence of assets.

00:48:15.490 --> 00:48:19.990
<v Ivan>And if all of a sudden one of them moves in a direction you don't want,

00:48:20.190 --> 00:48:24.670
<v Ivan>it winds up unraveling the trade. So you have to go and say, oh, shit.

00:48:25.390 --> 00:48:29.970
<v Ivan>I, damn it, I, you know, I borrowed that money over there.

00:48:30.050 --> 00:48:33.870
<v Ivan>Now I got to pay that money back. So I got to sell the shares and then I got

00:48:33.870 --> 00:48:38.110
<v Ivan>to go sell those shares and then give that money back, the money back that I borrowed in yen.

00:48:38.490 --> 00:48:41.030
<v Ivan>There's this entire sequence of how the assets have been tied.

00:48:41.150 --> 00:48:43.570
<v Ivan>And so that's what happened there in Japan.

00:48:43.850 --> 00:48:46.850
<v Ivan>Obviously, everybody sees that that huge sell off.

00:48:47.290 --> 00:48:51.670
<v Ivan>People freaked out and it sparked other sell offs at the same time.

00:48:52.190 --> 00:48:55.990
<v Ivan>But it had nothing to do with the economic data. It really had more to do with

00:48:55.990 --> 00:49:04.830
<v Ivan>that sudden move into yen and how it impacted how people trade in the yen, borrow,

00:49:05.110 --> 00:49:07.510
<v Ivan>and invest in other places because

00:49:07.510 --> 00:49:11.290
<v Ivan>of the ultra low interest rates that Japan has had for a long time.

00:49:11.550 --> 00:49:14.690
<v Ivan>And that's all it really was related to.

00:49:14.930 --> 00:49:22.450
<v Sam>Because at the time it was happening, all the coverage was frankly not around Japan-specific stuff.

00:49:22.630 --> 00:49:22.790
<v Ivan>No.

00:49:22.790 --> 00:49:26.330
<v Sam>It was like, what's happening in Japan is a warning for the rest of the world

00:49:26.330 --> 00:49:29.010
<v Sam>and everything else is going to go and blah, blah, blah, blah, blah, blah, blah, blah.

00:49:29.590 --> 00:49:33.270
<v Ivan>And then one week later, nothing happened. No, it had nothing to do with any of that.

00:49:34.170 --> 00:49:36.830
<v Sam>And so, yeah, like everything bounced right back.

00:49:37.750 --> 00:49:42.250
<v Ivan>Well, because, you know, the sell-off happened.

00:49:42.310 --> 00:49:45.570
<v Ivan>I mean, people took the losses, paid back, whatever.

00:49:45.570 --> 00:49:52.710
<v Ivan>I mean, there is a situation right now where, at this point,

00:49:52.790 --> 00:49:59.070
<v Ivan>there is still a record amount of people that are holding cash.

00:49:59.730 --> 00:50:05.430
<v Ivan>Cash holdings are in ridiculous levels all around.

00:50:06.050 --> 00:50:09.810
<v Ivan>One of the reasons why people have been holding more cash recently is because

00:50:09.810 --> 00:50:16.330
<v Ivan>interest rates have been high. Okay, so you'll hold cash and invest it and get 5, 6%.

00:50:18.200 --> 00:50:22.780
<v Ivan>You know, versus how it used to be like 10 years ago, where if you had cash

00:50:22.780 --> 00:50:25.500
<v Ivan>or if you were gaining half percent or one, you were lucky.

00:50:26.100 --> 00:50:30.820
<v Ivan>So so there's been a lot more of a return on cash with higher interest rates.

00:50:31.400 --> 00:50:36.480
<v Ivan>But if you want a higher return, the only place that you can turn to is to stocks.

00:50:36.920 --> 00:50:42.840
<v Ivan>I mean, that really is you either you have to go into stocks because even bonds

00:50:42.840 --> 00:50:46.800
<v Ivan>now bonds are probably going to have a rally with interest rates going down.

00:50:46.800 --> 00:50:52.440
<v Ivan>But you're in an environment right now where interest rates are high.

00:50:53.320 --> 00:50:58.520
<v Ivan>Unemployment is still at good levels. Economic activity is still at good levels.

00:50:58.720 --> 00:51:05.280
<v Ivan>All the economic data that we've had has been solid. Consumer spending in July was robust.

00:51:05.740 --> 00:51:09.200
<v Sam>Now, there was that one jobs report that freaked people out.

00:51:09.200 --> 00:51:15.680
<v Ivan>But then, you know, because it was slightly above, but at the same time,

00:51:15.680 --> 00:51:20.400
<v Ivan>because they thought, well, that's a signal that maybe spending is bad or profits

00:51:20.400 --> 00:51:24.080
<v Ivan>are not going to be good by companies, but companies that reported good profits,

00:51:24.380 --> 00:51:30.720
<v Ivan>still the number of unemployment number, it came in like maybe off by 10,000.

00:51:30.720 --> 00:51:32.640
<v Ivan>But then there were a whole bunch of adjustments that showed,

00:51:32.680 --> 00:51:35.440
<v Ivan>ah, the numbers are about in line with what everybody expected.

00:51:35.640 --> 00:51:43.120
<v Ivan>And then you also had this inflation number that showed that inflation is continuing to come down.

00:51:43.860 --> 00:51:50.180
<v Ivan>But the one thing is that all of this points to the fact that the Fed will lower interest rates.

00:51:50.180 --> 00:51:56.420
<v Ivan>And if the Fed lowers interest rates, what people are going to do is borrow

00:51:56.420 --> 00:52:02.280
<v Ivan>more money and invest because you could make more money with lower rates.

00:52:02.340 --> 00:52:06.120
<v Ivan>If you borrow money, it's as simple as that. Look, if you, you know,

00:52:06.140 --> 00:52:12.080
<v Ivan>lower rates right now at this economy, which has been doing good,

00:52:12.180 --> 00:52:19.200
<v Ivan>you get a drop in the mortgage rate right now from six and a half back to like five, four and a half.

00:52:21.230 --> 00:52:28.970
<v Ivan>There is so much pent-up demand for people to buy homes that have been holding

00:52:28.970 --> 00:52:31.170
<v Ivan>off because rates are too high.

00:52:32.210 --> 00:52:36.990
<v Ivan>Buying automobiles. You think about companies borrowing money and investing.

00:52:37.170 --> 00:52:41.410
<v Ivan>You do that kind of a rate drop, it's going to drive the economy.

00:52:41.930 --> 00:52:47.150
<v Ivan>And rates dropping means that those people with cash, what are they going to

00:52:47.150 --> 00:52:49.450
<v Ivan>want to do with the money? They're going to want to buy more stocks.

00:52:49.770 --> 00:52:53.010
<v Ivan>They're going to want to invest. They don't want to be sitting on fucking cash,

00:52:53.190 --> 00:52:58.470
<v Ivan>earning and losing, you know, going from 5% earnings to two and a half.

00:52:59.110 --> 00:53:03.130
<v Ivan>Also, your return is down 50%. No, they're going to want to move the money into

00:53:03.130 --> 00:53:04.870
<v Ivan>some other assets to make more money.

00:53:04.950 --> 00:53:10.650
<v Ivan>So I think that it was kind of a what happened with that stock market drop is

00:53:10.650 --> 00:53:12.350
<v Ivan>that people didn't understand what the hell it was.

00:53:12.430 --> 00:53:16.270
<v Ivan>And they were trying to say, oh, it's a signal of this, that or whatever.

00:53:16.470 --> 00:53:19.650
<v Ivan>Then all the economic data came in and said, nah, it's none of that shit.

00:53:20.430 --> 00:53:23.610
<v Ivan>So because it was none of that shit then people are like oh okay well never

00:53:23.610 --> 00:53:29.910
<v Ivan>mind and then off to the races again yeah basically because the economy has been doing really well.

00:53:31.670 --> 00:53:39.510
<v Ivan>You know the one thing that we've had the last couple of years has been a lot of investment,

00:53:40.230 --> 00:53:47.270
<v Ivan>in america and a lot of things that are creating jobs and that are creating

00:53:47.270 --> 00:53:54.970
<v Ivan>things that are or have long-term returns on that investment, when you fix up bridges,

00:53:55.150 --> 00:53:59.790
<v Ivan>when you're putting all this money towards Inflation Reduction Act money,

00:53:59.970 --> 00:54:03.990
<v Ivan>towards renewable energy projects,

00:54:04.290 --> 00:54:09.010
<v Ivan>when you're doing all this stuff for what you would call the CHIPS Act,

00:54:09.170 --> 00:54:12.390
<v Ivan>all that CHIPS manufacturing,

00:54:12.750 --> 00:54:16.810
<v Ivan>all of those things have big multiplier effects in the economy.

00:54:16.810 --> 00:54:22.850
<v Ivan>And the one thing about those is that they're not like one time hits because

00:54:22.850 --> 00:54:26.870
<v Ivan>you build a factory that you spent five hundred million dollars.

00:54:27.230 --> 00:54:30.290
<v Ivan>That factory then is going to employ thousands of people.

00:54:30.430 --> 00:54:35.630
<v Ivan>Then that's going to have an effect. It's not like I just gave people a thousand

00:54:35.630 --> 00:54:37.130
<v Ivan>dollars to spend it on alcohol.

00:54:37.550 --> 00:54:40.250
<v Ivan>Now, yeah, that has an effect. One time you took a vacation,

00:54:40.370 --> 00:54:43.950
<v Ivan>you're done. Now, we're talking about money that's being invested,

00:54:44.050 --> 00:54:47.590
<v Ivan>that's creating manufacturing jobs, that's going to create permanent jobs,

00:54:47.770 --> 00:54:51.810
<v Ivan>that then has an effect all around multiplier around those communities.

00:54:53.390 --> 00:54:59.130
<v Ivan>You know, we talk about infrastructure and the effect it has on long-term on

00:54:59.130 --> 00:55:05.290
<v Ivan>economies and how it allows certain places to have progress.

00:55:06.310 --> 00:55:09.910
<v Ivan>Remember when we had that ship that hit that bridge in Baltimore?

00:55:10.050 --> 00:55:10.850
<v Sam>Yes, yes, of course.

00:55:11.010 --> 00:55:17.090
<v Ivan>And how big of a negative economic impact it has when you cut off a bridge when

00:55:17.090 --> 00:55:18.870
<v Ivan>you don't have that access.

00:55:18.870 --> 00:55:23.030
<v Ivan>But when you invest in infrastructure and then all of a sudden goods can flow

00:55:23.030 --> 00:55:29.590
<v Ivan>free or people can go and say, hey, oh, I'm going to put my wheat in the farm

00:55:29.590 --> 00:55:31.350
<v Ivan>and I can bring it to market faster.

00:55:31.470 --> 00:55:34.750
<v Ivan>It allows me to be able to sell more. That means that I'm going to be able to

00:55:34.750 --> 00:55:36.350
<v Ivan>take advantage of my opportunity.

00:55:36.530 --> 00:55:39.390
<v Ivan>It's a multiplier effect, all these damn things. things

00:55:39.390 --> 00:55:43.190
<v Ivan>it's these are not this is not this is

00:55:43.190 --> 00:55:47.110
<v Ivan>very different economics than from trickle down economics trickle

00:55:47.110 --> 00:55:51.870
<v Ivan>down economics is this thing where we just hey you're rich we're gonna let you

00:55:51.870 --> 00:55:57.570
<v Ivan>make more money well rich guy x for the most part what they do i mean how many

00:55:57.570 --> 00:56:01.810
<v Ivan>fucking yachts can they buy as well as gordon get you know as charlie she told

00:56:01.810 --> 00:56:03.890
<v Ivan>gordon gecko in that in wall

00:56:03.930 --> 00:56:07.450
<v Ivan>street i mean they're not going to invest it for

00:56:07.450 --> 00:56:10.750
<v Ivan>the most part you already got 100 billion dollars you

00:56:10.750 --> 00:56:13.430
<v Ivan>know you got 120 billion a lot of these

00:56:13.430 --> 00:56:17.230
<v Ivan>people just sit on the money but when you push it on the other direction it

00:56:17.230 --> 00:56:21.350
<v Ivan>has sustained economic

00:56:21.350 --> 00:56:24.290
<v Ivan>impact it's it's the reason

00:56:24.290 --> 00:56:28.490
<v Ivan>why you've have gotten from the

00:56:28.490 --> 00:56:34.770
<v Ivan>the trump tax cuts 2018 they showed very little economic impact almost none

00:56:34.770 --> 00:56:38.810
<v Ivan>these things that have happened the last couple of years in the biden administration

00:56:38.810 --> 00:56:44.990
<v Ivan>have been very targeted into specific things that will provide long-term returns

00:56:44.990 --> 00:56:48.250
<v Ivan>that have provided Why did, for example.

00:56:48.430 --> 00:56:56.710
<v Ivan>You're looking at the best wage gains that lower and middle income people have

00:56:56.710 --> 00:56:59.010
<v Ivan>had the last 20, 30 years.

00:57:00.610 --> 00:57:07.250
<v Ivan>And it's also done that the economy, even after having to spike from some of

00:57:07.250 --> 00:57:10.110
<v Ivan>the cash that people had in their pockets because their balance sheets are healthier

00:57:10.110 --> 00:57:11.150
<v Ivan>and all this other stuff.

00:57:13.380 --> 00:57:17.660
<v Ivan>It's it's provider right now that everybody's like well we thought we're going

00:57:17.660 --> 00:57:24.120
<v Ivan>to go in a recession and people are now looking at it more it's like well apparently not because,

00:57:24.620 --> 00:57:28.480
<v Ivan>the one great thing that the fed has done is that by keeping rates high and

00:57:28.480 --> 00:57:32.760
<v Ivan>not having to resort to like things like quantitative easing and other things

00:57:32.760 --> 00:57:36.020
<v Ivan>which means that they're they're putting money in the economy but that's but

00:57:36.020 --> 00:57:42.740
<v Ivan>but that that didn't have a direct effect on people's pocket What you've got right now is that, hey,

00:57:42.880 --> 00:57:49.340
<v Ivan>I drop half a point right now on quarter point or half a point on the on the Fed funds rate.

00:57:49.720 --> 00:57:53.040
<v Ivan>Credit card rates are going down. Home equity loan rates are going down.

00:57:53.120 --> 00:57:56.860
<v Ivan>Mortgage rates are going down. All these things. These are all things that every

00:57:56.860 --> 00:58:01.580
<v Ivan>American will have money in their pocket immediately.

00:58:01.580 --> 00:58:07.980
<v Ivan>Immediately and so and those tools right now are readily available at the fed

00:58:07.980 --> 00:58:14.640
<v Ivan>to act right now especially now that they're seeing that inflation is coming under control back.

00:58:14.640 --> 00:58:15.800
<v Sam>To quote-unquote normal.

00:58:15.800 --> 00:58:18.560
<v Ivan>Back getting back close to normal in.

00:58:18.560 --> 00:58:22.680
<v Sam>The latest update it was under three percent again which was back roughly where

00:58:22.680 --> 00:58:25.340
<v Sam>it was before pandemic right yeah.

00:58:25.340 --> 00:58:30.460
<v Ivan>Getting close to that yes And I and I and I think that a lot of people that

00:58:30.460 --> 00:58:33.960
<v Ivan>were like poo pooing this whole thing about transitory effects or whatever,

00:58:34.060 --> 00:58:37.300
<v Ivan>whatnot, many people on TV talking out of their ass.

00:58:37.340 --> 00:58:41.500
<v Ivan>And I notice now that a lot of those people aren't even showing up on TV anymore right now.

00:58:43.080 --> 00:58:46.280
<v Ivan>One of the things is like, oh, this Fed thing saying the transitory is bullshit.

00:58:46.400 --> 00:58:49.080
<v Ivan>Look, one of the things that there were a whole bunch of transitory effects

00:58:49.080 --> 00:58:51.780
<v Ivan>and everybody keeps forgetting that all of a sudden we had a fucking Putin startup.

00:58:51.860 --> 00:58:57.720
<v Sam>Well, yeah, the fundamental problem with that was just like wording and expectation setting, right?

00:58:57.800 --> 00:59:03.320
<v Sam>Like when you say transitory people, the expectation that comes to a normal

00:59:03.320 --> 00:59:06.280
<v Sam>three months or not, even people are thinking weeks.

00:59:06.620 --> 00:59:13.720
<v Ivan>Weeks, you know? No, it's not that things don't happen that fast in a supply chain economy.

00:59:14.160 --> 00:59:19.360
<v Ivan>It doesn't move that fast, especially not when you get an exogenous shock like

00:59:19.360 --> 00:59:22.660
<v Ivan>a fucking war that spikes energy prices, too.

00:59:22.920 --> 00:59:26.160
<v Sam>Well, and I'd love to hear how long they were really thinking when they said

00:59:26.160 --> 00:59:28.820
<v Sam>the word transitory. But, like, it might have.

00:59:28.840 --> 00:59:34.780
<v Ivan>I think it was more like a two-year window because that is how long it took for supply. Listen.

00:59:34.900 --> 00:59:36.700
<v Sam>Well, right. Maybe it's just in my head.

00:59:36.700 --> 00:59:39.040
<v Ivan>Well, here's the thing.

00:59:39.240 --> 00:59:45.340
<v Sam>Like, if they were thinking two years, the word transitory should never have

00:59:45.340 --> 00:59:49.020
<v Sam>come out of their fucking mouth because that's not how people interpret the

00:59:49.020 --> 00:59:50.460
<v Sam>word. You know what I mean?

00:59:50.560 --> 00:59:51.480
<v Ivan>Maybe that's – Well.

00:59:51.780 --> 00:59:55.540
<v Sam>Like every – Okay. Here's the thing.

00:59:55.700 --> 01:00:00.360
<v Sam>I mean, to some degree, everything is transitory, you know?

01:00:01.180 --> 01:00:05.080
<v Ivan>Well, yes and no because – no, no, no. Because there's structural change and

01:00:05.080 --> 01:00:06.500
<v Ivan>there's transitory change. Yes.

01:00:06.700 --> 01:00:08.920
<v Sam>And that's what I'm saying.

01:00:08.960 --> 01:00:13.980
<v Ivan>The whole point about saying transitory is that what happened with the pandemic

01:00:13.980 --> 01:00:15.840
<v Ivan>was not a structural change.

01:00:16.080 --> 01:00:19.920
<v Sam>Right. Well, and again, like there were better ways to say that.

01:00:20.020 --> 01:00:23.880
<v Sam>Right. Like I understand what you're getting at.

01:00:23.980 --> 01:00:28.820
<v Sam>Like this was this is the kind of change that will eventually revert to the

01:00:28.820 --> 01:00:31.460
<v Sam>previous state is one thing.

01:00:32.680 --> 01:00:36.000
<v Sam>Saying transitory implies it's going to be short.

01:00:36.400 --> 01:00:39.480
<v Sam>And so they just screwed themselves with the terminology.

01:00:39.560 --> 01:00:50.400
<v Sam>And the reason is that you may be quite right that from an expert point of view,

01:00:50.500 --> 01:00:54.940
<v Sam>everybody who heard that was clear that, oh, transitory just means not permanent.

01:00:55.600 --> 01:00:59.460
<v Ivan>Right. It's not a structural change.

01:00:59.560 --> 01:01:06.860
<v Ivan>It's not like, hey, all of a sudden, The port capacity in the West Coast got

01:01:06.860 --> 01:01:12.600
<v Ivan>reduced by 50% permanently, and we're not going to recover for 20 years.

01:01:12.700 --> 01:01:16.440
<v Ivan>And we have no plans of increasing it. That's not transitory.

01:01:16.540 --> 01:01:20.980
<v Ivan>But a spike in shipping rates, for example, that happened.

01:01:21.960 --> 01:01:26.660
<v Ivan>That went from like $2,000 a container from China to $20,000 to $30,000 a container

01:01:26.660 --> 01:01:28.760
<v Ivan>from China, that that was for a year.

01:01:28.820 --> 01:01:33.780
<v Ivan>The following year, by the end of the second year, it was back to $2,000, $3,000. Right. Okay?

01:01:34.420 --> 01:01:38.260
<v Ivan>And those are the things that I'm talking about. But I do think,

01:01:38.260 --> 01:01:44.040
<v Ivan>by the way, that the thing about the window is, and what really got more messed

01:01:44.040 --> 01:01:48.420
<v Ivan>up about the transitory thing, it is the stupid war.

01:01:48.980 --> 01:01:52.740
<v Sam>Right. Okay. OK, I people like they weren't counting on that.

01:01:52.820 --> 01:01:53.860
<v Sam>They were like, OK, pandemic.

01:01:53.960 --> 01:01:57.400
<v Sam>We factored that in, but they did not factor in. Let's have a new war.

01:01:58.000 --> 01:02:04.740
<v Ivan>Exactly. And I I'm telling you that that that damn war exacerbated the effects

01:02:04.740 --> 01:02:08.660
<v Ivan>of inflation and spiked them for another 18 to 20 months.

01:02:09.100 --> 01:02:13.620
<v Ivan>OK, and right when they were right when everything was trailing off,

01:02:13.760 --> 01:02:20.040
<v Ivan>really those levels of inflation that we're getting now should have been here in about 2022.

01:02:20.580 --> 01:02:25.840
<v Ivan>But when you've got that massive spike in energy prices all of a sudden,

01:02:25.880 --> 01:02:30.740
<v Ivan>and also supply constraints with food, because you got to remember that the

01:02:30.740 --> 01:02:32.340
<v Ivan>war not just constrained energy,

01:02:32.560 --> 01:02:37.340
<v Ivan>but wheat production, wheat exports from the Ukraine,

01:02:37.600 --> 01:02:43.680
<v Ivan>one of the biggest exports, those were shut down when the war started.

01:02:43.820 --> 01:02:46.620
<v Ivan>So it had an effect on energy and it had an

01:02:46.620 --> 01:02:50.360
<v Ivan>effect on food and it was a massive effect right when

01:02:50.360 --> 01:02:53.580
<v Ivan>you know we thought everything's going and then you get

01:02:53.580 --> 01:02:56.520
<v Ivan>fucking putin started word i'm like oh fuck this shit

01:02:56.520 --> 01:03:04.640
<v Ivan>well you know so yeah it it really delayed everything substantially and i and

01:03:04.640 --> 01:03:09.680
<v Ivan>i i i i think that if you look at where everything was trending before the war

01:03:09.680 --> 01:03:15.840
<v Ivan>we would have gotten there earlier but But that just impacted everything.

01:03:15.980 --> 01:03:19.200
<v Ivan>I mean, it's impacted. I mean, that's stupid war. It's impacted air travel,

01:03:19.400 --> 01:03:23.660
<v Ivan>a whole bunch of commerce in terms of shipping,

01:03:24.100 --> 01:03:31.640
<v Ivan>you know, food prices, energy prices, so many things at the same time.

01:03:31.880 --> 01:03:36.760
<v Ivan>Now, one thing that people like right now are also they keep getting worried

01:03:36.760 --> 01:03:41.400
<v Ivan>about companies reporting pullbacks and spending in certain areas.

01:03:41.400 --> 01:03:43.440
<v Ivan>And they're like, well, what's happening?

01:03:43.500 --> 01:03:47.280
<v Ivan>Why is this company also saying demand is down 5%? But the economy is not down.

01:03:48.340 --> 01:03:53.560
<v Ivan>We also had a whole bunch of really weird shifts the last couple of years between

01:03:53.560 --> 01:03:58.180
<v Ivan>how people allocated their spending between services and goods.

01:03:58.780 --> 01:03:59.300
<v Sam>Okay.

01:03:59.400 --> 01:03:59.600
<v Ivan>Okay.

01:04:00.580 --> 01:04:02.720
<v Ivan>You had this massive shutdown of

01:04:02.720 --> 01:04:07.260
<v Ivan>services that all of a sudden spiked in a ridiculous way, goods purchases.

01:04:07.940 --> 01:04:13.160
<v Ivan>I mean, you know, factories that did refrigerators, washing machines,

01:04:13.360 --> 01:04:16.540
<v Ivan>all this other stuff, whatever, could not keep up to the demand.

01:04:16.760 --> 01:04:18.980
<v Ivan>I mean, computers, like other stuff and whatever.

01:04:19.300 --> 01:04:23.920
<v Ivan>And then a whole bunch of that then started coming back down to a certain extent.

01:04:24.780 --> 01:04:30.820
<v Ivan>You're seeing people right now also that we're spending a lot of money on like,

01:04:31.680 --> 01:04:38.200
<v Ivan>travel and experiences all of a sudden shifting this money again to some some other stuff and

01:04:38.520 --> 01:04:43.100
<v Ivan>so what you're seeing is it's not that the economy is going down is that people

01:04:43.100 --> 01:04:51.260
<v Ivan>have done some really really sharp shifts that normally don't happen in recent

01:04:51.260 --> 01:04:55.380
<v Ivan>you know in the economy where they moved from goods,

01:04:55.960 --> 01:05:01.980
<v Ivan>all of a sudden the goods demand soared, then they dropped, then they moved

01:05:01.980 --> 01:05:05.560
<v Ivan>to, oh shit, we're traveling, like there's no tomorrow.

01:05:06.120 --> 01:05:08.800
<v Ivan>And then all of a sudden, oh, well, we've traveled way too much.

01:05:08.820 --> 01:05:10.920
<v Ivan>Okay, and we went to too many fucking restaurants.

01:05:11.500 --> 01:05:14.400
<v Ivan>Let's get back at that. Let's spend on something else, whatever the fuck it

01:05:14.400 --> 01:05:15.240
<v Ivan>is. Let's save some money.

01:05:16.300 --> 01:05:19.920
<v Ivan>Even Home Depot was seeing some stuff, but you see that the overall spending

01:05:19.920 --> 01:05:24.720
<v Ivan>in the economy isn't going down. But also people are shifting money where,

01:05:24.840 --> 01:05:29.660
<v Ivan>well, we spent so much money on the vacation, so let's not shop at the more

01:05:29.660 --> 01:05:31.280
<v Ivan>expensive place. Let's go back to Walmart.

01:05:31.820 --> 01:05:32.760
<v Sam>Right. Okay.

01:05:33.300 --> 01:05:36.740
<v Ivan>Which Walmart had seen, you know, softening demand and all of a sudden Walmart

01:05:36.740 --> 01:05:43.340
<v Ivan>reported gangbuster results because they're like the shifts that have been going on,

01:05:43.500 --> 01:05:53.940
<v Ivan>Sam, it's shifts in spending that in four or five years that maybe you see normally over 15, 20 years,

01:05:54.040 --> 01:05:58.880
<v Ivan>all of a sudden happened like in a very, very compressed timeframe.

01:06:00.040 --> 01:06:05.900
<v Ivan>And so I think that that's also, that data is throwing people off when they're seeing that.

01:06:06.020 --> 01:06:11.520
<v Ivan>And, and, you know, all of a sudden you see McDonald's say sales are down 5%,

01:06:11.520 --> 01:06:14.160
<v Ivan>but then you see casual restaurant spending is actually up.

01:06:14.540 --> 01:06:14.960
<v Sam>Right.

01:06:15.500 --> 01:06:20.360
<v Ivan>As an aggregate. So you're like, okay, so what, what's going on? You know, where's this?

01:06:20.360 --> 01:06:25.960
<v Sam>I saw someone describe that as just like, you know, McDonald's prices went up

01:06:25.960 --> 01:06:31.320
<v Sam>enough that when people were otherwise considering McDonald's would be like,

01:06:31.400 --> 01:06:34.620
<v Sam>well, if we're going to spend this much anyway, why don't we go somewhere nicer?

01:06:34.960 --> 01:06:38.260
<v Ivan>We're going to a nicer place. Exactly. That, that was, that was the one thing

01:06:38.260 --> 01:06:39.100
<v Ivan>I was like, what the hell?

01:06:39.220 --> 01:06:43.040
<v Ivan>I mean, what the fuck? If I'm going to pay $14 a fucking McDonald's that I might

01:06:43.040 --> 01:06:44.720
<v Ivan>just go $14 and go to fucking Chili's.

01:06:46.000 --> 01:06:51.280
<v Ivan>I mean, yeah. Yeah. And so I think that that that has been a big and that's

01:06:51.280 --> 01:06:56.580
<v Ivan>been I'll tell you, those are the kind of crazy shifts that you're seeing people making.

01:06:56.680 --> 01:07:00.720
<v Ivan>And that sometimes what's happening is that people see the results that one

01:07:00.720 --> 01:07:04.620
<v Ivan>company is reporting and they think, oh, my God, people are not buying. No, no, no, no, no.

01:07:05.140 --> 01:07:08.980
<v Ivan>People have been reconsidering their purchasing in a crazy way to like that,

01:07:09.060 --> 01:07:12.860
<v Ivan>like we've never seen the likes of before. okay so so.

01:07:12.860 --> 01:07:17.980
<v Sam>Bottom line economy is still doing great and people.

01:07:17.980 --> 01:07:18.680
<v Ivan>Are starting.

01:07:18.680 --> 01:07:21.060
<v Sam>To finally notice it maybe.

01:07:21.060 --> 01:07:25.980
<v Ivan>Yes and not just that that i think people are feeling better because inflation

01:07:25.980 --> 01:07:30.440
<v Ivan>is going down but not just that but that the good news is that we're well positioned

01:07:30.440 --> 01:07:37.000
<v Ivan>to maintain momentum in the economy because the fed has the tools to be able to help people,

01:07:38.810 --> 01:07:39.930
<v Ivan>with lower interest rates.

01:07:40.210 --> 01:07:45.670
<v Sam>Okay. Now, as will surprise absolutely no one, when we switch to my topic,

01:07:45.710 --> 01:07:46.750
<v Sam>I'm going to be talking politics,

01:07:46.990 --> 01:07:53.630
<v Sam>is do we have enough time left that anything the Fed does actually will impact

01:07:53.630 --> 01:07:55.450
<v Sam>what people feel before November?

01:07:56.070 --> 01:08:01.490
<v Ivan>Yes. I will tell you that because the Fed cut rate is, they're expecting that

01:08:01.490 --> 01:08:03.010
<v Ivan>the Fed will cut rates in September.

01:08:03.010 --> 01:08:11.390
<v Ivan>Right now, just the expectation of that has created a surge in mortgage refis

01:08:11.390 --> 01:08:16.290
<v Ivan>of over 100% of where we were about a month ago. Okay?

01:08:17.210 --> 01:08:20.730
<v Ivan>That Fed rate cut will spur that even more.

01:08:21.090 --> 01:08:28.690
<v Sam>So this isn't something where the average voter will feel a difference in six

01:08:28.690 --> 01:08:31.390
<v Sam>to nine months. You think they'll actually feel a difference right away?

01:08:31.390 --> 01:08:35.490
<v Ivan>They're going to see all of a sudden, oh, wait, oh, that's more affordable.

01:08:35.650 --> 01:08:41.570
<v Ivan>Oh, wait, oh, my credit card payment went down. Oh, yeah, that's going to be an immediate effect.

01:08:42.030 --> 01:08:47.650
<v Sam>Okay. Now, even when people are affected immediately, sometimes it takes a while

01:08:47.650 --> 01:08:52.670
<v Sam>for them to notice that they're affected and to internalize,

01:08:52.670 --> 01:08:54.130
<v Sam>oh, yeah, something actually changed.

01:08:54.290 --> 01:09:00.410
<v Ivan>I think that my experience has been that interest rates, especially when mortgage

01:09:00.410 --> 01:09:04.290
<v Ivan>rates go down and credit card rates go down, that gets noticed really quick.

01:09:04.630 --> 01:09:05.030
<v Sam>Okay.

01:09:05.950 --> 01:09:07.330
<v Ivan>A lot faster than other things.

01:09:07.670 --> 01:09:15.470
<v Sam>So you think this will actually just be additional positive tailwinds for the

01:09:15.470 --> 01:09:16.810
<v Sam>Democrats coming into November?

01:09:17.310 --> 01:09:19.050
<v Ivan>Oh, hell yeah. Okay. Yeah.

01:09:19.310 --> 01:09:23.670
<v Sam>As opposed to like a few weeks ago when people were like, oh shit, recession.

01:09:24.590 --> 01:09:28.430
<v Ivan>No, no, you're not going to get a recession. No, no, no. Fed's cutting rates

01:09:28.430 --> 01:09:32.390
<v Ivan>next month. Not going to get a recession. and yeah, not happening.

01:09:32.750 --> 01:09:37.110
<v Sam>Okay. Anything else you want to sub up or can we take a break and move on?

01:09:37.490 --> 01:09:38.830
<v Ivan>We can take a break and move on.

01:09:39.010 --> 01:09:40.190
<v Sam>Okay, here we go.

01:09:41.390 --> 01:09:47.890
<v Break>You're supposed to say do-do-do. Do-do-do! Alex Zemzula!

01:09:49.390 --> 01:09:53.230
<v Break>Alex Zemzula is awesome. Its videos are fun.

01:09:53.490 --> 01:10:00.210
<v Break>And today, once again, we have one of our most loyal subscribers here to tell

01:10:00.210 --> 01:10:01.790
<v Break>you how awesome Alex Zemzula is.

01:10:02.250 --> 01:10:08.950
<v Break>I'd say, on a rate from 1 to 10, Alex Zemzula is awesome at, I don't know, 37?

01:10:09.550 --> 01:10:12.650
<v Break>82? he's pretty radical his

01:10:12.650 --> 01:10:16.610
<v Break>videos are phenomenal they're full of creativity and

01:10:16.610 --> 01:10:19.810
<v Break>they're so funny and exciting to watch

01:10:19.810 --> 01:10:22.790
<v Break>wow what happened to your voice then Amy

01:10:22.790 --> 01:10:30.270
<v Break>was that dad pretending to be you because the audio was distorted when it really

01:10:30.270 --> 01:10:41.110
<v Break>wasn't because I told him to yes good job on remembering dad do do do Okay.

01:10:41.110 --> 01:10:45.470
<v Sam>We're back. So like, this segment will be politics in general,

01:10:45.510 --> 01:10:51.170
<v Sam>but as will become more and more common as we are getting really close to the

01:10:51.170 --> 01:10:54.150
<v Sam>end here, I will start out with an election graphs update.

01:10:54.310 --> 01:10:58.730
<v Sam>So last week, I talked about it how, you know, we'd had this big move towards

01:10:58.730 --> 01:11:05.190
<v Sam>Harris after Biden dropped out, but then we had a little bit of a bump up back towards Trump.

01:11:05.330 --> 01:11:10.330
<v Sam>And And that's where we were, I think, last week. Maybe it started to reverse again.

01:11:10.450 --> 01:11:14.050
<v Sam>This last week, things have been moving back towards Harris again.

01:11:14.090 --> 01:11:20.310
<v Sam>So that little bump back towards Trump, which frankly was only really in Pennsylvania.

01:11:20.670 --> 01:11:29.490
<v Sam>And maybe it was just a coincidence with what pollsters were in the field in Pennsylvania.

01:11:30.010 --> 01:11:33.750
<v Sam>Like everywhere else has continued to move towards Harris. And Pennsylvania

01:11:33.750 --> 01:11:35.890
<v Sam>has started to move back towards Harris again.

01:11:36.930 --> 01:11:44.630
<v Sam>So over the last couple of weeks, we now have Harris firmly in the lead,

01:11:44.730 --> 01:11:49.310
<v Sam>in the lead in the national polls, in the lead when you look at state polls

01:11:49.310 --> 01:11:51.370
<v Sam>like I do on electiongraphs.com as well.

01:11:51.370 --> 01:11:58.730
<v Sam>That need that lead is still narrow, but about a percent in the,

01:11:58.730 --> 01:12:03.710
<v Sam>in the tipping point state right now, which is close enough that like, Hey,

01:12:04.620 --> 01:12:08.720
<v Sam>the polls in 2016 and 2020 were off

01:12:08.720 --> 01:12:13.760
<v Sam>by more than 1% underestimating the Republicans in the last two cycles.

01:12:14.020 --> 01:12:21.620
<v Sam>So if they do that again, Harris being leading in the critical states by about 1% isn't enough.

01:12:21.800 --> 01:12:25.740
<v Sam>She might still lose. So like no room for complacency yet.

01:12:25.840 --> 01:12:29.940
<v Sam>But things have been continuing to move in the Harris direction.

01:12:29.940 --> 01:12:35.220
<v Sam>They were really rapid right after Biden dropped out.

01:12:35.420 --> 01:12:41.920
<v Sam>It's been moving less quickly since then, but still moving generally in the

01:12:41.920 --> 01:12:44.000
<v Sam>Harris direction. A couple of things.

01:12:44.000 --> 01:12:46.700
<v Ivan>Well, I think the important thing is it's been a consistent movement.

01:12:46.780 --> 01:12:50.640
<v Ivan>It hasn't stopped. It's not like, you know.

01:12:50.640 --> 01:12:57.300
<v Sam>It hasn't stopped yet. All of the states that were sort of, I mean, the critical,

01:12:58.680 --> 01:13:03.720
<v Sam>Michigan, Pennsylvania, Wisconsin, at the moment Biden dropped out,

01:13:03.940 --> 01:13:07.020
<v Sam>even if you looked at Harris averages, but certainly for Joe Biden,

01:13:07.140 --> 01:13:09.600
<v Sam>were all on the Trump side of the line.

01:13:09.760 --> 01:13:12.320
<v Sam>Now they are all on the Harris side of the line.

01:13:12.620 --> 01:13:19.620
<v Sam>Other states, Arizona in my poll average is now just barely on the blue side of the line.

01:13:20.620 --> 01:13:24.080
<v Sam>Nevada is very close on the Trump side.

01:13:24.340 --> 01:13:28.240
<v Sam>It's only a 0.2% Trump lead at the moment. It had actually been blue for a little

01:13:28.240 --> 01:13:30.060
<v Sam>bit, moved back with the latest poll.

01:13:30.900 --> 01:13:36.040
<v Sam>Georgia is close again. North Carolina is close again.

01:13:36.840 --> 01:13:41.560
<v Sam>And even states like Florida, they're not close in my poll averages yet,

01:13:41.640 --> 01:13:47.100
<v Sam>but they're not as red as they were a month ago.

01:13:48.300 --> 01:13:52.860
<v Sam>And so we're seeing that kind of movement everywhere.

01:13:53.160 --> 01:13:57.480
<v Sam>It is still continuing. It does not seem to have bottomed out quite yet.

01:13:57.660 --> 01:14:01.880
<v Sam>And in a few days, we've got the DNC starting.

01:14:02.040 --> 01:14:06.420
<v Sam>And a few days after that, we've got Trump legal shit happening.

01:14:06.700 --> 01:14:14.600
<v Sam>So I feel like we're probably not at the bottom yet. Like, I will fully admit

01:14:14.600 --> 01:14:18.340
<v Sam>that bump of polls back towards Trump had me doubting for a little while,

01:14:18.420 --> 01:14:21.140
<v Sam>but then a whole bunch more polls came in that got reversed again.

01:14:21.260 --> 01:14:26.200
<v Sam>And we're still like heading towards Harris and she's running on all cylinders

01:14:26.200 --> 01:14:27.860
<v Sam>and seems to be doing everything great.

01:14:28.100 --> 01:14:31.040
<v Sam>Whereas Trump seems to be flailing still.

01:14:31.140 --> 01:14:34.980
<v Sam>And we'll talk about that in a second. One more thing. One more thing I want

01:14:34.980 --> 01:14:37.820
<v Sam>to say about the current polling before we move on to that.

01:14:38.990 --> 01:14:42.090
<v Sam>This is one of those, oh, my God, that will never happen things.

01:14:42.230 --> 01:14:47.710
<v Sam>But I just want to say at the current configuration of where all the states

01:14:47.710 --> 01:14:49.670
<v Sam>are lined up in my poll averages,

01:14:49.850 --> 01:14:58.030
<v Sam>the chances of a 269 to 269 tie are higher than I have seen them in a long time.

01:14:58.290 --> 01:15:04.770
<v Sam>This is because basically if you take all of the states that right now Harris

01:15:04.770 --> 01:15:12.830
<v Sam>is ahead head in the polls, except Arizona, where she's only ahead by 0.2% at the moment.

01:15:13.470 --> 01:15:18.730
<v Sam>Give Arizona back to Trump, you end up in a 269-269 tie.

01:15:18.990 --> 01:15:25.370
<v Sam>My odds, depending on which of the models, range between a 1.7% chance of the

01:15:25.370 --> 01:15:29.650
<v Sam>tie to a 9.1% chance of the tie.

01:15:29.870 --> 01:15:33.110
<v Sam>That is annoyingly high

01:15:33.110 --> 01:15:36.030
<v Sam>because that would take you into

01:15:36.030 --> 01:15:38.830
<v Sam>the whole the house of representatives has to decide

01:15:38.830 --> 01:15:42.970
<v Sam>scenario and it would be the new house of representatives not the current house

01:15:42.970 --> 01:15:47.530
<v Sam>of representatives so that might change balance however it's not the house voting

01:15:47.530 --> 01:15:52.350
<v Sam>as a whole it's a house vote voting by state delegation which is republican

01:15:52.350 --> 01:15:57.310
<v Sam>dominated right now and even if the democrats take the house back,

01:15:57.630 --> 01:16:03.150
<v Sam>it is quite likely that the Republicans will still dominate in terms of state

01:16:03.150 --> 01:16:04.410
<v Sam>delegations in the house.

01:16:04.650 --> 01:16:10.090
<v Sam>And so the ties are pretty much still probably Trump wins.

01:16:11.290 --> 01:16:18.430
<v Sam>But anyway, you have Harris ahead in the straight, if you trust polls view the, in the,

01:16:19.370 --> 01:16:23.910
<v Sam>taking into, in the stats I do that take into account the poll errors in the

01:16:23.910 --> 01:16:26.570
<v Sam>previous few elections and the amount of time left.

01:16:26.810 --> 01:16:34.570
<v Sam>You now, for the first time this week, have Harris's odds of winning greater than Trump's.

01:16:34.610 --> 01:16:39.130
<v Sam>At the moment, I have Harris at 46.8%, Trump at 44%.

01:16:39.710 --> 01:16:44.250
<v Sam>But this is in the uniform swing mode, which I think is the closest of my models

01:16:44.250 --> 01:16:45.130
<v Sam>to what's probably true.

01:16:45.630 --> 01:16:49.310
<v Sam>But you have that 9.1% that throws it into the house.

01:16:51.390 --> 01:16:54.210
<v Sam>And that would still go to Trump.

01:16:54.270 --> 01:16:55.130
<v Ivan>Yeah, that would be interesting.

01:16:55.550 --> 01:16:58.770
<v Sam>Oh, yeah, just a tad. You think January 6th was fun.

01:16:59.250 --> 01:17:04.530
<v Sam>Do January 6th. They certify the electoral results, but then there's no winner,

01:17:04.610 --> 01:17:07.090
<v Sam>and then it has to go into the House and start this kind of stuff.

01:17:08.210 --> 01:17:14.350
<v Sam>And of course, the way it works also, by the way, just to play out House of

01:17:14.350 --> 01:17:19.250
<v Sam>Cards slash West Wing scenarios for a second, the House determines the president,

01:17:19.330 --> 01:17:22.730
<v Sam>but the Senate determines the vice president.

01:17:22.730 --> 01:17:29.270
<v Sam>So you have potential scenarios where you could get like, you know,

01:17:29.270 --> 01:17:31.910
<v Sam>Trump is president, but Walls is vice president.

01:17:32.850 --> 01:17:34.490
<v Sam>You know, things like that.

01:17:34.570 --> 01:17:35.450
<v Ivan>Oh, God.

01:17:37.950 --> 01:17:38.430
<v Sam>Anyway.

01:17:39.930 --> 01:17:40.890
<v Ivan>Christ sakes.

01:17:41.570 --> 01:17:45.070
<v Sam>Anyway, the bottom line is polls are still going great for Harris.

01:17:45.330 --> 01:17:47.470
<v Sam>I will add everything I just said.

01:17:48.450 --> 01:17:52.410
<v Sam>I mentioned I took a two-hour nap right before recording the podcast.

01:17:52.710 --> 01:17:55.750
<v Sam>There are several new polls that came in during those two hours that I haven't

01:17:55.750 --> 01:18:00.230
<v Sam>entered yet, including one for Pennsylvania, which is still one of the tipping.

01:18:00.230 --> 01:18:02.310
<v Sam>The whole tie scenario is because

01:18:02.310 --> 01:18:05.590
<v Sam>the tipping point right now is actually not a single tipping point.

01:18:05.930 --> 01:18:08.690
<v Sam>It's between Pennsylvania and Arizona.

01:18:09.110 --> 01:18:15.370
<v Sam>Like for Harris to win, she has to win all the states up through Pennsylvania plus Arizona.

01:18:15.650 --> 01:18:21.330
<v Sam>For Trump to win, he has to win everything up through Arizona plus Pennsylvania.

01:18:21.590 --> 01:18:23.210
<v Sam>So the tipping point is actually in between.

01:18:23.570 --> 01:18:27.650
<v Sam>But I did take a quick look at those Pennsylvania polls. I think they make it

01:18:27.650 --> 01:18:29.110
<v Sam>even better for Harris again.

01:18:29.210 --> 01:18:31.850
<v Sam>I could have done the math wrong in my head, but I'll be entering those soon.

01:18:32.090 --> 01:18:34.870
<v Sam>And by the time you listen to this, there'll probably be even more polls.

01:18:34.950 --> 01:18:39.850
<v Sam>They're coming out all the time. So anyway, that's it for the polling update.

01:18:40.210 --> 01:18:43.350
<v Sam>You had started to mention, Yvonne, and we talked about it,

01:18:43.410 --> 01:18:46.630
<v Sam>or I talked about it a little bit last week, but I'd love to get

01:18:46.690 --> 01:18:52.030
<v Sam>your take on the Donald Trump flailing that we have seen the last couple weeks

01:18:52.030 --> 01:18:58.190
<v Sam>because I think it's just getting worse like he's not like he's not figuring

01:18:58.190 --> 01:19:02.370
<v Sam>out the right way to attack Harris and going after at least I don't I don't.

01:19:02.370 --> 01:19:07.090
<v Ivan>Think I listen I don't I think it's it's it's a lot more basic.

01:19:07.090 --> 01:19:09.330
<v Sam>Okay this.

01:19:09.330 --> 01:19:10.730
<v Ivan>Is more existential Sam.

01:19:10.730 --> 01:19:12.090
<v Sam>You think he's lost it.

01:19:12.790 --> 01:19:19.730
<v Ivan>Well it lost it because look He knew his only ticket out of jail.

01:19:20.800 --> 01:19:22.680
<v Ivan>Was to win this fucking election. Right.

01:19:22.980 --> 01:19:23.420
<v Sam>Okay.

01:19:23.480 --> 01:19:28.700
<v Ivan>And he started getting comfortable that maybe he was going to win. Okay.

01:19:28.760 --> 01:19:31.640
<v Sam>He was sure he was going to win. When we had, he was.

01:19:31.660 --> 01:19:34.340
<v Ivan>He, he, yeah, he wasn't just comfortable.

01:19:34.540 --> 01:19:37.660
<v Sam>It was like the thought of music wasn't in his mind anymore.

01:19:37.820 --> 01:19:46.720
<v Ivan>Right. He, he, he hit the convention and he, you know, was deluding himself into this is done.

01:19:47.160 --> 01:19:47.600
<v Sam>Yeah.

01:19:47.740 --> 01:19:50.680
<v Ivan>I won. I'm done. This is going to be easy.

01:19:50.800 --> 01:19:57.700
<v Ivan>Street you know i'm taking this and all of a sudden he is angry.

01:19:57.700 --> 01:19:59.220
<v Sam>Yeah he.

01:19:59.220 --> 01:20:00.980
<v Ivan>Is angry that joe biden.

01:20:00.980 --> 01:20:07.620
<v Sam>Actually dropped out dropped out that they're cheating him also people have

01:20:07.620 --> 01:20:13.660
<v Sam>pointed out like part of this is like the thought of somebody doing this is

01:20:13.660 --> 01:20:17.940
<v Sam>completely alien to donald trump He can't imagine how this could have happened.

01:20:17.980 --> 01:20:23.140
<v Sam>Now, you and I were still like, hey, Biden says he's in. He's staying in.

01:20:23.340 --> 01:20:28.080
<v Sam>But then, you know, Biden didn't. But Trump's view of it is like he can't imagine

01:20:28.080 --> 01:20:30.200
<v Sam>himself ever doing that.

01:20:30.340 --> 01:20:35.160
<v Ivan>Dude, he actually went. One of the things that he posted on Truth Social was

01:20:35.160 --> 01:20:38.680
<v Ivan>that Biden was going to show up at the convention.

01:20:38.940 --> 01:20:40.120
<v Sam>And try to take it back.

01:20:40.180 --> 01:20:41.640
<v Ivan>And take it back.

01:20:41.900 --> 01:20:42.180
<v Sam>Yeah.

01:20:42.780 --> 01:20:47.100
<v Ivan>Yeah. I mean, it's shit like this. It's unhinged.

01:20:47.440 --> 01:20:52.680
<v Ivan>Crazy. Look, but but look, the whole thing is I win.

01:20:53.260 --> 01:20:56.780
<v Ivan>I'm out of jail. All my problems are solved.

01:20:56.960 --> 01:20:57.560
<v Sam>Right.

01:20:57.940 --> 01:21:01.240
<v Ivan>Right now, it's fuck.

01:21:01.740 --> 01:21:07.520
<v Ivan>Not only am I falling behind, I'm going to fucking lose and I'm going to go to fucking jail.

01:21:08.700 --> 01:21:11.240
<v Ivan>Because those are your scenarios if you're Trump.

01:21:11.500 --> 01:21:12.060
<v Sam>Right.

01:21:13.160 --> 01:21:21.320
<v Ivan>I mean, the reality to him that he is fucked is making him completely unhinged.

01:21:21.320 --> 01:21:26.200
<v Ivan>These guys are trying to, I thought the dumbest fucking thing I've ever seen

01:21:26.200 --> 01:21:30.880
<v Ivan>is that they trotted him out for this press conference with these props.

01:21:31.180 --> 01:21:34.520
<v Ivan>Like, it sounded like infrastructure week, but now we're going to talk about

01:21:34.520 --> 01:21:36.780
<v Ivan>inflation. And I guess they bought some.

01:21:36.820 --> 01:21:39.360
<v Sam>Like boxes of cereal and stuff. yeah and.

01:21:39.360 --> 01:21:44.560
<v Ivan>You know what he was on subject for like about a millisecond and then just started

01:21:44.560 --> 01:21:46.080
<v Ivan>ranting and raving like well.

01:21:46.080 --> 01:21:50.860
<v Sam>And not only that he explicitly addressed it he was like they're telling me

01:21:50.860 --> 01:21:54.880
<v Sam>i need to stick to things like the economy and i should lay off on the personal

01:21:54.880 --> 01:21:58.980
<v Sam>attacks but fuck that i think i'm entitled to personal attacks and so i'm gonna

01:21:58.980 --> 01:22:02.000
<v Sam>you know because he literally.

01:22:02.000 --> 01:22:03.040
<v Ivan>Said this and he.

01:22:03.040 --> 01:22:07.800
<v Sam>Literally said this and then went off about how Kamala Harris is stupid and

01:22:07.800 --> 01:22:13.200
<v Sam>blah, blah, blah, and he doesn't like her and whatever.

01:22:14.100 --> 01:22:23.040
<v Sam>And the theme of the last week or so has been other Republicans begging Donald

01:22:23.040 --> 01:22:29.620
<v Sam>Trump to please get on some sort of issue-oriented message and maybe attack

01:22:29.620 --> 01:22:33.940
<v Sam>Democrats in some of the areas where where they seem weak or maybe talk about issues.

01:22:34.200 --> 01:22:38.420
<v Sam>And, and Donald Trump is basically telling those people go screw them. Fuck you.

01:22:38.420 --> 01:22:46.860
<v Ivan>No, here, here is the, here is the problem. Eight years ago when Donald won, yep.

01:22:47.140 --> 01:22:54.180
<v Ivan>The way that he won was because basically he shut the fuck up for about 30 days.

01:22:55.360 --> 01:22:55.920
<v Sam>Yes.

01:22:56.100 --> 01:23:01.280
<v Ivan>They took away his phones. They took away his shit and said, you shut the fuck up.

01:23:01.280 --> 01:23:08.840
<v Ivan>You don't say another word and you know some events happened you had the comey

01:23:08.840 --> 01:23:15.000
<v Ivan>letter you had all this shit happening and then that happened okay the last election okay,

01:23:16.870 --> 01:23:21.270
<v Ivan>you know, he was close even with all the shit that happened.

01:23:21.650 --> 01:23:29.930
<v Ivan>But the reality is that right now he is 100% surrounded himself with people

01:23:29.930 --> 01:23:33.730
<v Ivan>that will just let him do whatever the fuck he wants.

01:23:34.990 --> 01:23:39.030
<v Ivan>And if they can't and they won't, they're not going to shut up.

01:23:39.030 --> 01:23:44.910
<v Sam>He just brought Lewandowski back into the campaign, which one of the things

01:23:44.910 --> 01:23:49.810
<v Sam>people have talked about is this time around, he's had a more disciplined campaign.

01:23:49.910 --> 01:23:53.950
<v Sam>He's had a more professional campaigns, uh, staff around him,

01:23:54.010 --> 01:23:57.430
<v Sam>but the, the move, and I forget the name of the guy was something,

01:23:57.590 --> 01:24:00.710
<v Sam>something, whatever, but it's less Evita.

01:24:00.750 --> 01:24:01.070
<v Ivan>Yeah.

01:24:01.170 --> 01:24:05.530
<v Sam>Less Evita. And basically less Evita is one of the folks telling him to try

01:24:05.530 --> 01:24:08.190
<v Sam>to be more disciplined, try to stay on message, blah, blah, blah.

01:24:08.490 --> 01:24:12.290
<v Sam>And now he brings in Lewandowski. Who's one One of the folks who was involved

01:24:12.290 --> 01:24:20.330
<v Sam>in 2016 that, and basically that people are reading this as they probably can't both be there.

01:24:20.730 --> 01:24:24.710
<v Sam>LaCivita may be on his way out. If not officially, then it's certainly in terms

01:24:24.710 --> 01:24:30.470
<v Sam>of influence because Trump is not liking the advice that's telling him to,

01:24:30.590 --> 01:24:33.270
<v Sam>oh, go, go talk about the economy.

01:24:33.370 --> 01:24:38.230
<v Sam>Go talk about taxes. Go, go talk about, you know, immigration,

01:24:38.510 --> 01:24:40.790
<v Sam>whatever. And he's like, fuck all that.

01:24:41.170 --> 01:24:43.270
<v Sam>I want to rant and rave.

01:24:43.870 --> 01:24:46.430
<v Sam>And yeah, so...

01:24:47.570 --> 01:24:58.250
<v Sam>I don't know. There are people surrounding Trump who know the formula to get him ahead again.

01:24:58.510 --> 01:25:02.350
<v Sam>And I'd mentioned one of my four models.

01:25:02.730 --> 01:25:06.730
<v Sam>I'd mentioned the straight trust the polls now has Harris ahead.

01:25:06.970 --> 01:25:11.690
<v Sam>One of my four models has Harris ahead. Just to be clear, Trump is still slightly

01:25:11.690 --> 01:25:14.830
<v Sam>ahead in the other three of my probabilistic models.

01:25:14.830 --> 01:25:22.710
<v Sam>But to get back on track, there are people around Trump who know how to do this.

01:25:23.330 --> 01:25:27.410
<v Sam>But it involves the kind of discipline.

01:25:27.890 --> 01:25:31.010
<v Sam>And like you said, last time they took away his phone.

01:25:31.330 --> 01:25:36.850
<v Sam>Basically, it's get him to seem normal for a little while.

01:25:37.050 --> 01:25:40.970
<v Sam>Get him to seem competent for a little while.

01:25:41.650 --> 01:25:47.510
<v Sam>That's the magic formula. If you do that, then you're competitive and you can

01:25:47.510 --> 01:25:48.750
<v Sam>potentially pull this out.

01:25:48.850 --> 01:25:54.070
<v Sam>If you continue to go crazy, then you're potentially losing people.

01:25:54.430 --> 01:25:58.790
<v Sam>Now, the other thing that is not on election graphs proper, but I've seen a

01:25:58.790 --> 01:26:02.490
<v Sam>bunch of analysis from people who've looked at the same polling before and after

01:26:02.490 --> 01:26:04.770
<v Sam>from the same group of pollsters and things like that.

01:26:05.630 --> 01:26:09.170
<v Sam>There are a couple of things we're seeing. One is that it's really,

01:26:09.270 --> 01:26:13.490
<v Sam>so far, Trump's numbers haven't actually changed very much. I look mostly at

01:26:13.490 --> 01:26:14.630
<v Sam>margins on election graphs.

01:26:14.770 --> 01:26:18.810
<v Sam>But if you look at Trump's numbers versus Harris's numbers, Trump's numbers

01:26:18.810 --> 01:26:20.750
<v Sam>haven't changed all that much.

01:26:20.990 --> 01:26:27.410
<v Sam>What's happened here is that people who are undecided in the Trump versus Biden

01:26:27.410 --> 01:26:30.950
<v Sam>race are breaking overwhelmingly to Harris.

01:26:31.410 --> 01:26:33.790
<v Ivan>Well, this is the- And that's what's happening.

01:26:33.790 --> 01:26:37.210
<v Sam>Remember- And also I thought I saw one other number.

01:26:37.330 --> 01:26:39.730
<v Sam>I just want to say this. I saw one other number earlier today.

01:26:39.810 --> 01:26:43.610
<v Sam>I wish I'd like re retweeted it or whatever.

01:26:43.730 --> 01:26:49.170
<v Sam>Cause I didn't. And now I can't find it, but somebody also did a breakdown of men versus women.

01:26:50.300 --> 01:26:55.340
<v Sam>For men, the race is basically not changed for men.

01:26:55.740 --> 01:26:59.780
<v Sam>They are supporting Trump at the same level. They are supporting Harris at about

01:26:59.780 --> 01:27:01.500
<v Sam>the same level they supported Biden.

01:27:01.900 --> 01:27:08.980
<v Sam>But for women, there has been a huge move towards Harris, where women who were

01:27:08.980 --> 01:27:11.440
<v Sam>not on board with Biden are now on board with Harris.

01:27:11.800 --> 01:27:14.340
<v Sam>And so those are a couple of the big moves.

01:27:14.340 --> 01:27:19.080
<v Ivan>Look, one of the things that I had been observing, like before we've gotten

01:27:19.080 --> 01:27:22.620
<v Ivan>to this point now in middle of August,

01:27:22.860 --> 01:27:28.260
<v Ivan>was when you added up the percentages of what they were voting towards,

01:27:28.460 --> 01:27:33.120
<v Ivan>you know, Biden versus Trump, that in so many of the polls, like I'm going to

01:27:33.120 --> 01:27:35.560
<v Ivan>talk more specifically about the national polls specifically,

01:27:35.820 --> 01:27:40.040
<v Ivan>which, you know, which are, you know, they're leading indicators to a certain extent.

01:27:40.040 --> 01:27:42.560
<v Sam>They move faster because there are a lot more of them happening,

01:27:42.600 --> 01:27:44.120
<v Sam>you know, blah, blah, blah.

01:27:44.340 --> 01:27:49.080
<v Ivan>And the one thing about those is that so many of them weren't even at when you

01:27:49.080 --> 01:27:53.440
<v Ivan>combine it, the combined total of Trump and Biden combined.

01:27:53.740 --> 01:27:57.220
<v Ivan>Yeah, exactly. There were like even at 90 percent in a lot of cases.

01:27:57.400 --> 01:28:02.700
<v Ivan>They were like and I kept saying, listen, man, we're not getting to a fucking election.

01:28:02.960 --> 01:28:07.820
<v Ivan>We're 10 percent of the fucking voters are going to wind up fucking voting independent.

01:28:07.900 --> 01:28:11.180
<v Ivan>My fucking ass hasn't happened.

01:28:11.260 --> 01:28:14.580
<v Ivan>No fucking way. one way or another this

01:28:14.580 --> 01:28:17.480
<v Ivan>is going to coalesce in some other way or another the two things

01:28:17.480 --> 01:28:20.880
<v Ivan>that have been happening but the effect that you've

01:28:20.880 --> 01:28:24.100
<v Ivan>had right now is that the rapidly coalescing event

01:28:24.100 --> 01:28:30.340
<v Ivan>was biden saying i'm out bring harris in and that decided that moved all those

01:28:30.340 --> 01:28:35.540
<v Ivan>fucking people that were basically just oh okay fine i made the decision it's

01:28:35.540 --> 01:28:40.880
<v Ivan>harris and it's been like it and And in mass. Absolutely.

01:28:40.940 --> 01:28:42.360
<v Sam>Now, I think...

01:28:43.210 --> 01:28:47.790
<v Sam>Honestly, a lot of those undecided people may have eventually come around to

01:28:47.790 --> 01:28:50.170
<v Sam>Joe when they finally were like, oh, fine.

01:28:50.490 --> 01:28:53.910
<v Sam>God damn it. It's my only choice. I'll go for Joe.

01:28:53.950 --> 01:28:54.290
<v Ivan>Right.

01:28:54.290 --> 01:28:58.350
<v Sam>But it would have been a long, hard battle going over the course.

01:28:58.410 --> 01:28:59.450
<v Ivan>It would have been a harder battle.

01:28:59.590 --> 01:29:04.110
<v Sam>And it would have been a slow process over the next few months where people

01:29:04.110 --> 01:29:09.350
<v Sam>slowly, like, finally admitted, oh, my God, this is what I have to do.

01:29:09.350 --> 01:29:13.830
<v Sam>But Harris jumping in made that happen in a matter of days.

01:29:14.670 --> 01:29:20.790
<v Sam>All of that motion happened within the first week to two weeks after she jumped in.

01:29:21.710 --> 01:29:28.590
<v Sam>Huge numbers of undecideds have stopped being undecided and are now Harris.

01:29:28.770 --> 01:29:32.450
<v Sam>They were holding back when it was Biden, but now they're like, okay, I'm in on Harris.

01:29:32.630 --> 01:29:37.030
<v Sam>And also, I'll put out there as well, this was always going to happen,

01:29:37.090 --> 01:29:41.350
<v Sam>but this has also accelerated over the last month, the complete collapse of Kennedy.

01:29:41.790 --> 01:29:45.370
<v Sam>His numbers are like a third of what they were a couple months ago.

01:29:45.650 --> 01:29:49.750
<v Ivan>I mean- And then Kennedy was trying to get a cabinet job on the fucking Harris administration.

01:29:49.750 --> 01:29:52.390
<v Sam>Wait, he tried with Trump first.

01:29:52.950 --> 01:29:57.390
<v Ivan>He tried with Trump first, and now he's calling Harris. Yeah, Trump said no.

01:29:57.630 --> 01:30:01.590
<v Sam>And apparently he tried to talk to Harris. He actually got a phone call with

01:30:01.590 --> 01:30:03.610
<v Sam>With Trump, Harris wouldn't even take his call.

01:30:03.870 --> 01:30:08.310
<v Ivan>Yeah, fuck that guy. What the hell? I'm taking this stupid fucking call.

01:30:08.510 --> 01:30:09.470
<v Sam>You know, but yeah.

01:30:09.550 --> 01:30:16.290
<v Ivan>But look, I'll give you, you know, look, how much the race has been shifting.

01:30:16.430 --> 01:30:22.430
<v Ivan>And I'm going to focus on on the national polls just because they're they're further ahead.

01:30:22.530 --> 01:30:28.050
<v Ivan>OK, I'm looking at I just pulled up the latest polls on.

01:30:29.060 --> 01:30:34.380
<v Ivan>Five thirty eight national polls margin for Harris or Trump.

01:30:34.500 --> 01:30:35.520
<v Sam>OK, I'm looking at that.

01:30:35.540 --> 01:30:35.940
<v Ivan>I'm going to go back.

01:30:35.940 --> 01:30:39.860
<v Sam>By the way, their polling average right now has Harris up by two point six.

01:30:40.160 --> 01:30:44.300
<v Sam>Like 24 hours ago, it had Harris up by three. So it's down a little bit from the max. But go ahead.

01:30:44.420 --> 01:30:50.480
<v Ivan>But but but look at these. Look at these polling numbers like going back to like ten days.

01:30:51.020 --> 01:30:53.840
<v Ivan>It's it was August six. It was plus one.

01:30:54.040 --> 01:30:56.980
<v Ivan>Even Harris plus four. Harris plus one.

01:30:57.020 --> 01:31:02.000
<v Ivan>Harris plus one. One Trump plus two Harris plus three Harris plus four Harris

01:31:02.000 --> 01:31:03.640
<v Ivan>plus three Harris plus three.

01:31:03.740 --> 01:31:09.720
<v Ivan>Even Trump, Trump plus one Harris plus two Harris plus five Harris plus five

01:31:09.720 --> 01:31:13.640
<v Ivan>Trump plus two Harris plus six Harris plus six.

01:31:13.740 --> 01:31:20.160
<v Ivan>I mean, this is this is this isn't slowing down in that direction.

01:31:20.240 --> 01:31:22.660
<v Ivan>The numbers keep getting bigger.

01:31:22.800 --> 01:31:26.580
<v Ivan>OK, toward Harris right now as we're heading towards the convention.

01:31:26.580 --> 01:31:30.220
<v Ivan>Convention and so i mean this is i

01:31:30.220 --> 01:31:35.520
<v Ivan>mean this is obviously the ideal scenario that you want like right now in terms

01:31:35.520 --> 01:31:41.120
<v Ivan>of this if i'm a candidate i've got momentum in my direction and i'm gonna have

01:31:41.120 --> 01:31:45.800
<v Ivan>a fucking convention that's gonna get everybody's attention fuck yeah that's

01:31:45.800 --> 01:31:47.920
<v Ivan>what you want right now oh absolutely i.

01:31:47.920 --> 01:31:53.420
<v Sam>I think that we probably are going to get a bump out of the convention.

01:31:53.680 --> 01:31:58.000
<v Sam>Although like, you know, Harris's big bump was clearly when she got in,

01:31:58.100 --> 01:32:00.840
<v Sam>like, you're not going to have that kind of movement again. That was a massive.

01:32:00.840 --> 01:32:05.400
<v Ivan>But I think you'll get another point. I think it's good for another couple of points.

01:32:05.680 --> 01:32:10.100
<v Sam>I think you're going to have more movement. And then going back to the Trump thing, um,

01:32:10.620 --> 01:32:11.400
<v Sam>We've got Trump.

01:32:11.500 --> 01:32:16.240
<v Ivan>Listen, here's the thing. Trump, this the convention you want to talk about?

01:32:16.320 --> 01:32:21.180
<v Ivan>He's already been melting down about how much attention he's not getting. Right.

01:32:21.260 --> 01:32:28.020
<v Ivan>It's why he was on with fucking Elon on on X Twitter bullshit spaces.

01:32:28.020 --> 01:32:33.100
<v Ivan>Faces, whatever, talking for a couple of hours, which apparently everybody that

01:32:33.100 --> 01:32:36.740
<v Ivan>listened to it was like, what the fuck is this? Okay.

01:32:37.380 --> 01:32:40.100
<v Ivan>But he's going to be even more unhinged with the convention.

01:32:40.880 --> 01:32:43.880
<v Ivan>I mean, that's not going to improve his mood.

01:32:45.140 --> 01:32:49.520
<v Sam>Right. And I think like, well, and people are, one, you're talking about his mood.

01:32:49.760 --> 01:32:52.980
<v Sam>Two, people are, now that Biden is out of the race,

01:32:52.980 --> 01:32:55.880
<v Sam>people are pushing on you know what his

01:32:55.880 --> 01:32:58.700
<v Sam>mental capacity really is and right and

01:32:58.700 --> 01:33:02.160
<v Sam>we've talked about it wasn't that great to begin with like

01:33:02.160 --> 01:33:05.080
<v Sam>even eight years ago no no i

01:33:05.080 --> 01:33:07.860
<v Sam>mean we we had all the reports about from the from his

01:33:07.860 --> 01:33:12.680
<v Sam>administration of like hey he can't actually read a report so we have to like

01:33:12.680 --> 01:33:17.520
<v Sam>condense everything down into like basically slides with cartoons on them in

01:33:17.520 --> 01:33:22.740
<v Sam>order for him to understand you know so and that and that was eight years ago

01:33:22.740 --> 01:33:26.180
<v Sam>or seven years ago whatever oh and that that.

01:33:26.180 --> 01:33:31.900
<v Ivan>That this week he decides to once again shit on the military.

01:33:33.180 --> 01:33:42.100
<v Sam>Yes well yes and i'm like what the fuck well the things that yeah because he

01:33:42.100 --> 01:33:47.980
<v Sam>can't help himself And this gets back to like how in control of himself is he?

01:33:48.060 --> 01:33:49.660
<v Sam>What's his mental capacity anyway?

01:33:50.040 --> 01:33:54.560
<v Sam>Is his mental – forget about like Alzheimer's or whatever.

01:33:55.000 --> 01:33:57.900
<v Sam>He's clearly a mentally ill man. Is it getting worse?

01:33:58.900 --> 01:34:07.360
<v Sam>You know? Yes. And I think the answer is yes because it's all being put under stress.

01:34:07.820 --> 01:34:12.660
<v Sam>And the stress will – forget about – I'm sure there are aging effects here.

01:34:12.780 --> 01:34:13.840
<v Sam>Too. There absolutely are.

01:34:14.000 --> 01:34:21.260
<v Sam>But you take pre-existing, the whole people, I know people are like,

01:34:21.280 --> 01:34:23.840
<v Sam>oh, you can't diagnose him without properly, blah, blah, blah, blah.

01:34:23.940 --> 01:34:28.040
<v Sam>There's so many mental health professionals at this point who've been like,

01:34:28.120 --> 01:34:33.700
<v Sam>look, no, I have not had him in my office, but there's so many hours of public

01:34:33.700 --> 01:34:36.280
<v Sam>behavior you can just observe.

01:34:36.780 --> 01:34:41.740
<v Sam>He's clearly, what do they call it, a malignant narcissist or whatever,

01:34:42.000 --> 01:34:46.460
<v Sam>and all of these other things associated with that.

01:34:47.570 --> 01:34:52.190
<v Sam>And you're putting all of that under pressure. You're putting things that pressure

01:34:52.190 --> 01:34:58.150
<v Sam>his ego, that relies on everybody loving him and looking up to him,

01:34:58.170 --> 01:34:59.530
<v Sam>and he's the best person ever.

01:34:59.590 --> 01:35:03.830
<v Sam>And every piece of evidence that you put in front of him that challenges that,

01:35:03.970 --> 01:35:10.790
<v Sam>whether it be him being behind in the polls or him getting convicted of something

01:35:10.790 --> 01:35:15.430
<v Sam>and having some sort of sentence happen, like challenges that kind of stuff

01:35:15.430 --> 01:35:18.770
<v Sam>and, and, you know, makes him act out more and more.

01:35:18.950 --> 01:35:23.350
<v Sam>And that's exactly what we're seeing so far. Now, can his staff at some point

01:35:23.350 --> 01:35:30.210
<v Sam>do a 2016 and take his damn phone away from him and, and lock him up and not

01:35:30.210 --> 01:35:31.690
<v Sam>going to happen this time. Lock him up.

01:35:32.370 --> 01:35:35.450
<v Ivan>Well, that would, that would help everybody.

01:35:35.630 --> 01:35:40.170
<v Sam>Oh, I mean, if you, if you control his exposure to the public to be only.

01:35:40.290 --> 01:35:43.550
<v Ivan>But, but listen, listen he he has changed listen

01:35:43.550 --> 01:35:46.950
<v Ivan>he was i think up

01:35:46.950 --> 01:35:49.810
<v Ivan>until 2020 somebody that to a

01:35:49.810 --> 01:35:53.250
<v Ivan>certain point was allowing himself to be managed okay

01:35:53.250 --> 01:35:57.270
<v Ivan>right up to a point right now that

01:35:57.270 --> 01:36:00.510
<v Ivan>he has basically removed every fucking

01:36:00.510 --> 01:36:03.890
<v Ivan>safeguard of anybody that has any fucking

01:36:03.890 --> 01:36:06.790
<v Ivan>you know common sense to really

01:36:06.790 --> 01:36:10.090
<v Ivan>stop him or if there are around

01:36:10.090 --> 01:36:13.170
<v Ivan>them none of them will none of them will will even

01:36:13.170 --> 01:36:17.510
<v Ivan>like attempt to stop okay so i

01:36:17.510 --> 01:36:20.230
<v Ivan>right now they are basically i mean

01:36:20.230 --> 01:36:23.330
<v Ivan>sam held one rally this week where

01:36:23.330 --> 01:36:27.570
<v Ivan>the fuck did he go for a rally uh montana oh

01:36:27.570 --> 01:36:30.950
<v Ivan>yeah the great state of montana right i'm

01:36:30.950 --> 01:36:34.030
<v Ivan>sure that that was definitely you know

01:36:34.030 --> 01:36:41.550
<v Ivan>helping him move the needle in his direction okay what the fuck who the hell

01:36:41.550 --> 01:36:48.490
<v Ivan>in a campaign that at like his that is flailing decides to hold a fucking rally

01:36:48.490 --> 01:36:51.050
<v Ivan>and fuck it so montana i'll.

01:36:51.050 --> 01:36:54.030
<v Sam>Tell you the theory behind that rally like.

01:36:54.030 --> 01:36:55.090
<v Ivan>Okay you can do.

01:36:55.090 --> 01:36:55.990
<v Sam>This logic or not.

01:36:55.990 --> 01:36:57.430
<v Ivan>This is.

01:36:57.430 --> 01:37:02.370
<v Sam>One of the states that the republicans are trying to pick up in the senate So

01:37:02.370 --> 01:37:07.450
<v Sam>nominally, he was there to support the Republican candidate going against Senator Tester.

01:37:07.570 --> 01:37:13.110
<v Ivan>Which is a point of parliamentary procedure. Yes.

01:37:14.190 --> 01:37:19.770
<v Ivan>You remember what happened in Georgia in 2020? Yes. There were two Senate seats on the line. Yes.

01:37:20.670 --> 01:37:22.350
<v Ivan>Did Trump give a fuck about the Senate?

01:37:23.170 --> 01:37:26.590
<v Sam>I'm just telling you that's nominally why he was there.

01:37:26.730 --> 01:37:29.010
<v Ivan>No, no, no. Did Trump give a fuck about the Senate?

01:37:30.130 --> 01:37:37.950
<v Sam>No. No. And in fact, he did things that, like, I think— Actively undermined them.

01:37:37.970 --> 01:37:43.070
<v Sam>I think, like, when Trump was doing the whole stop the steal,

01:37:43.270 --> 01:37:47.090
<v Sam>call the Secretary of Defense, try to get them to, like, whatever,

01:37:47.090 --> 01:37:52.850
<v Sam>And the statements he was making there against some of the local people,

01:37:53.270 --> 01:38:00.350
<v Sam>like if he'd shut the hell up, the Democrats might not have won those two Senate seats.

01:38:00.590 --> 01:38:01.370
<v Ivan>That's right.

01:38:01.550 --> 01:38:08.950
<v Sam>Like I think Trump actually actively participated in the Democrats winning the

01:38:08.950 --> 01:38:10.510
<v Sam>Senate that year. Right.

01:38:10.570 --> 01:38:15.310
<v Ivan>And so that's why I call bullshit on him going up there for that.

01:38:15.310 --> 01:38:21.710
<v Ivan>I think that he wanted to go to some fucking place that filled two things.

01:38:22.010 --> 01:38:27.230
<v Ivan>By the way, I do think that after he got shot. Yes.

01:38:27.510 --> 01:38:30.170
<v Ivan>I think he's a little bit afraid for his safety.

01:38:30.270 --> 01:38:30.890
<v Sam>I think that's true.

01:38:30.890 --> 01:38:37.310
<v Ivan>And I do think that that is, I think that that is also impeding his ability to go out and do a round.

01:38:37.310 --> 01:38:41.990
<v Sam>And he basically said, and I mentioned this last week, but he said like he wasn't

01:38:41.990 --> 01:38:48.130
<v Sam>planning on really hitting the campaign trail again until after the Democrats convention was over,

01:38:48.250 --> 01:38:53.470
<v Sam>which basically took him out of commission for a month other than a handful of small events.

01:38:53.830 --> 01:38:58.710
<v Sam>And I think you're probably right. Part of it is probably him being spooked

01:38:58.710 --> 01:38:59.890
<v Sam>by the assassination attempt.

01:39:00.030 --> 01:39:02.470
<v Sam>And my God, I mean, I would be too. Let's be honest.

01:39:02.490 --> 01:39:08.270
<v Ivan>I mean, fuck. Listen, like I said, listen, it is about the only one of the few

01:39:08.270 --> 01:39:12.810
<v Ivan>fucking human reactions this bastard apparently has.

01:39:13.250 --> 01:39:18.450
<v Ivan>Because, look, the first thing I said about when he got what when they tried

01:39:18.450 --> 01:39:23.730
<v Ivan>to kill him, what I remarked was how fucked up his reaction was. Right.

01:39:24.540 --> 01:39:28.120
<v Ivan>Because it was just nuts, okay, how he reacted.

01:39:28.680 --> 01:39:33.380
<v Ivan>And now it's like almost post-traumatic where it's actually,

01:39:33.520 --> 01:39:37.080
<v Ivan>oh, fuck, they did almost kill me.

01:39:37.360 --> 01:39:42.380
<v Sam>Right. And, you know, now the Secret Service is like, okay, we're going to have

01:39:42.380 --> 01:39:46.400
<v Sam>bulletproof glass in front of him or bullet-resistant glass in front of him

01:39:46.400 --> 01:39:50.600
<v Sam>so he can do public events again. Again, like the few, the Montana event and

01:39:50.600 --> 01:39:52.000
<v Sam>a couple others were, were smaller.

01:39:52.260 --> 01:39:54.560
<v Sam>They were indoors, I believe.

01:39:54.720 --> 01:39:58.740
<v Ivan>They were smaller and it was, I mean, it's fucking Montana. I mean, no way.

01:39:58.800 --> 01:40:02.660
<v Sam>And then, and then his press conferences, he's done at Mar-a-Lago and Belminster.

01:40:03.420 --> 01:40:04.540
<v Sam>Belminster? Bedminster.

01:40:05.040 --> 01:40:09.340
<v Ivan>Bedminster. Not Belminster. Jesus Christ, we're butchering every fucking name today. We need to talk.

01:40:09.600 --> 01:40:17.200
<v Sam>Go to the police. Oh, but for the record, my election graphs average for Harris

01:40:17.200 --> 01:40:22.260
<v Sam>versus Trump in Montana right now has Trump ahead by 16.7%.

01:40:22.920 --> 01:40:23.560
<v Ivan>Yeah.

01:40:23.840 --> 01:40:28.700
<v Sam>Now, that includes the- Very important. That includes the 2016 and 2020 elections

01:40:28.700 --> 01:40:32.120
<v Sam>because there have only been three polls in Montana since Biden dropped.

01:40:32.160 --> 01:40:39.000
<v Ivan>Listen, there is no fucking way that this guy went over there to support a fucking senator.

01:40:39.000 --> 01:40:48.900
<v Ivan>I, I, I have no, this guy has not cared about anybody else in any race other than himself.

01:40:49.320 --> 01:40:57.380
<v Ivan>And so I'm not sure what, I think that what in his mind going to Montana was

01:40:57.380 --> 01:41:05.260
<v Ivan>like a safe place that he could go and do an event where he would get a crowd

01:41:05.260 --> 01:41:06.900
<v Ivan>that he was comfortable with.

01:41:07.830 --> 01:41:15.070
<v Sam>So, by the way, the Republican going up against Jon Taster is Tim Sheehy.

01:41:15.670 --> 01:41:16.150
<v Ivan>Huh?

01:41:16.330 --> 01:41:17.270
<v Sam>Tim Sheehy.

01:41:17.350 --> 01:41:18.310
<v Ivan>And how's he doing?

01:41:18.730 --> 01:41:23.550
<v Sam>Well, let's put it this way. He doesn't even have a Wikipedia page.

01:41:25.370 --> 01:41:26.330
<v Ivan>That's interesting.

01:41:26.670 --> 01:41:31.510
<v Sam>I'm like, what the fuck? Why isn't there? How can this even be true?

01:41:31.510 --> 01:41:37.870
<v Sam>Like I'm looking at the Wikipedia page for the 2024 United States Senate election in Montana.

01:41:38.070 --> 01:41:40.430
<v Sam>It shows Jon Tester versus Tim Sheeney.

01:41:40.450 --> 01:41:47.270
<v Ivan>By the way, I just saw, I pulled up something for 14 hours ago.

01:41:47.730 --> 01:41:54.350
<v Ivan>Montana Senate new poll has Tester beating Sheehy 49-44. four. Yeah.

01:41:54.610 --> 01:41:58.510
<v Sam>Which by the way, like we had talked about, like when we, when we did predictions

01:41:58.510 --> 01:42:02.990
<v Sam>for this year, like in order for the Democrats to keep the Senate,

01:42:03.050 --> 01:42:05.050
<v Sam>they have to do a clean sweep.

01:42:05.230 --> 01:42:09.610
<v Sam>They basically have to wait every state and right now it's looking like they might.

01:42:10.090 --> 01:42:17.350
<v Ivan>Sam, this was a Rasmussen poll and it has tester up by five.

01:42:17.850 --> 01:42:20.550
<v Ivan>Holy shit. They might keep tester.

01:42:20.550 --> 01:42:24.770
<v Sam>Yeah i mean this is one of the ones that democrats thought they would probably

01:42:24.770 --> 01:42:30.210
<v Sam>lose so not looking like it the the ohio race was also one that they thought

01:42:30.210 --> 01:42:35.470
<v Sam>and the democrats i believe still up narrowly in the polls in ohio as well you

01:42:35.470 --> 01:42:36.730
<v Sam>can check if you want avon,

01:42:37.470 --> 01:42:42.670
<v Sam>you know there are a few of those like now i i'm not yet saying that it looks

01:42:42.670 --> 01:42:49.130
<v Sam>like we're it's it's It's going to happen, but the chances are a lot better than it looks.

01:42:49.130 --> 01:42:51.810
<v Ivan>I just looked at, listen, listen. I mean, listen, I'm sorry,

01:42:51.890 --> 01:42:54.050
<v Ivan>but Rasmussen polls have their thumb on the skin.

01:42:54.330 --> 01:42:55.950
<v Sam>That's just a reality. Yeah, yeah. Okay?

01:42:56.230 --> 01:42:59.790
<v Ivan>And if Rasmussen is posting a fucking poll that they just posted right now and

01:42:59.790 --> 01:43:03.130
<v Ivan>has Tester up by five, that means Tester may be up by eight or ten.

01:43:03.330 --> 01:43:06.670
<v Sam>Right. Yeah. Yeah, and there are a number of other states, too,

01:43:06.790 --> 01:43:12.250
<v Sam>and people are talking about, you know, again, Democrats pretty much have to

01:43:12.250 --> 01:43:17.470
<v Sam>do a clean sweep of all of the states they are defending in the Senate in order to do it.

01:43:17.510 --> 01:43:20.130
<v Sam>And like a few months ago, people were thinking, yeah.

01:43:20.210 --> 01:43:25.590
<v Ivan>That's not going to happen. Every single poll that I've pulled up,

01:43:25.630 --> 01:43:28.410
<v Ivan>the last has browned up by four points.

01:43:28.410 --> 01:43:35.630
<v Sam>And so now it looks like the Democrats might get that clean sweep that they need to keep the Senate.

01:43:35.890 --> 01:43:40.470
<v Sam>And I've even heard people speculating about, is Ted Cruz in trouble in Texas?

01:43:41.330 --> 01:43:48.010
<v Ivan>I mean, look, Republicans hate Ted Cruz. The problem that Ted Cruz has is that

01:43:48.010 --> 01:43:50.090
<v Ivan>even their fucking Republicans cannot stand.

01:43:50.390 --> 01:43:50.810
<v Sam>Yes.

01:43:50.810 --> 01:44:01.730
<v Ivan>And so that is the only reason why Ted may be vulnerable is because it's just the guy is just.

01:44:03.230 --> 01:44:06.390
<v Ivan>One of the most unlikable pieces of shit out there.

01:44:06.790 --> 01:44:13.010
<v Ivan>And so there, the one thing that you could have, how could Ted Cruz lose is

01:44:13.010 --> 01:44:16.870
<v Ivan>a lot of Republicans go to the polls and they're just like, fuck this.

01:44:16.990 --> 01:44:20.710
<v Ivan>I'm not, I'm, I'm not even marking them off. Fuck this. I can't do it.

01:44:20.810 --> 01:44:24.110
<v Sam>Well, this is the thing too. Like people are talking about, like one of the

01:44:24.110 --> 01:44:29.630
<v Sam>reasons the Democrats actively pushed Biden out is they were worried about negative

01:44:29.630 --> 01:44:31.750
<v Sam>coattails where, you know, the,

01:44:31.890 --> 01:44:35.570
<v Sam>the, The Democratic Senate candidates were doing better than Biden,

01:44:35.690 --> 01:44:38.610
<v Sam>and they were worried that Biden would drag them down.

01:44:38.810 --> 01:44:43.690
<v Sam>Now we're talking about traditional coattails instead. How is Harris going to help the Democrats?

01:44:43.850 --> 01:44:49.970
<v Sam>Is the enthusiasm about Harris going to, I'm going to use the word twice in

01:44:49.970 --> 01:44:54.710
<v Sam>one show, like give tailwinds to all these Senate candidates and help push the

01:44:54.710 --> 01:44:58.490
<v Sam>Democrats over the edge in the Senate, obviously the House as well?

01:44:59.050 --> 01:45:06.450
<v Sam>You know so right now like all trends are blue like and to be clear the overall,

01:45:07.490 --> 01:45:12.570
<v Sam>we're still in toss-up territory everywhere toss-up for the presidency toss-up

01:45:12.570 --> 01:45:18.370
<v Sam>for the house toss-up for the senate but right now all the trends are moving

01:45:18.370 --> 01:45:23.290
<v Sam>towards blue now will that last all the way from now till november i don't know

01:45:23.290 --> 01:45:25.330
<v Sam>i'm gonna tell you another guy who is.

01:45:25.330 --> 01:45:29.430
<v Ivan>Not but who is deeply hated by a lot of people. It's Rick Scott.

01:45:29.610 --> 01:45:34.550
<v Ivan>Okay. In Florida, Florida Atlantic, which is a university near me.

01:45:34.630 --> 01:45:38.670
<v Ivan>They've actually the, the I've seen that they're polling over the last few election

01:45:38.670 --> 01:45:42.590
<v Ivan>cycles has been pretty spot on what the fuck is going on. Okay.

01:45:43.170 --> 01:45:47.690
<v Ivan>They've got that race right now. The last few polls at recently where they've

01:45:47.690 --> 01:45:53.090
<v Ivan>got Scott up by four, but it's a 4743 split, which means that there's a lot

01:45:53.090 --> 01:45:56.950
<v Ivan>of people out there that are like undecided like right now on that.

01:45:59.190 --> 01:46:04.390
<v Ivan>Listen scott when he won six years ago i think won by less than 10 000 votes

01:46:04.390 --> 01:46:13.470
<v Ivan>right okay it was paper thin it was it was just stupidly thin and people don't

01:46:13.470 --> 01:46:17.490
<v Ivan>like rick scott i mean the guy I just, he's a douchebag.

01:46:17.590 --> 01:46:28.270
<v Ivan>Just, he's, he's, he's, he's, he's, maybe he's just, he's a little less disliked

01:46:28.270 --> 01:46:30.270
<v Ivan>than Ted Cruz, but not by a lot.

01:46:30.570 --> 01:46:32.870
<v Ivan>And so that's another one where,

01:46:34.840 --> 01:46:38.620
<v Ivan>the the only reason i bring it up is because you

01:46:38.620 --> 01:46:41.600
<v Ivan>know what the last time it was paper

01:46:41.600 --> 01:46:44.440
<v Ivan>thin it was i mean it was

01:46:44.440 --> 01:46:50.720
<v Ivan>just so close so you know and by the way it wasn't expected to be that close

01:46:50.720 --> 01:46:59.540
<v Ivan>right um so let me let me pull up the the final tally of that election but yeah

01:46:59.540 --> 01:47:02.680
<v Ivan>it was yeah Yeah. 10,000 votes.

01:47:03.160 --> 01:47:05.660
<v Ivan>Rick Scott had 4,000,099.

01:47:06.220 --> 01:47:09.240
<v Ivan>Bill Nelson came up with 4,089.

01:47:10.120 --> 01:47:14.860
<v Ivan>I mean, it doesn't get a lot closer than that. Yeah.

01:47:15.060 --> 01:47:20.280
<v Sam>And since we're talking Florida, let me just talk Florida for the presidency as well.

01:47:21.480 --> 01:47:27.860
<v Sam>First of all, where the polling ended for Biden when people stopped polling

01:47:27.860 --> 01:47:39.180
<v Sam>him had Trump ahead by 5.7% in Florida and with 13.9% in the category that said neither.

01:47:39.340 --> 01:47:40.220
<v Ivan>Undecided. Yeah.

01:47:40.300 --> 01:47:42.980
<v Sam>Undecided or third party. um yeah

01:47:42.980 --> 01:47:47.500
<v Sam>that's my election graphs average of course for harris

01:47:47.500 --> 01:47:53.860
<v Sam>right now that's actually about the same it has like trump ahead by six okay

01:47:53.860 --> 01:48:00.200
<v Sam>but i will point out trends like just looking at oh i have to say has trump

01:48:00.200 --> 01:48:06.400
<v Sam>had by six but that that neither group is down to 6.7 okay but.

01:48:07.810 --> 01:48:11.630
<v Sam>Aside from the average itself, I want to point out the trends on that.

01:48:12.790 --> 01:48:19.970
<v Sam>There was a poll of Harris versus Trump right before Biden dropped out,

01:48:20.070 --> 01:48:24.950
<v Sam>where Trump was ahead by over 10% in Florida.

01:48:25.370 --> 01:48:30.410
<v Sam>And then if you look at the polls since then, there's a couple of outliers from

01:48:30.410 --> 01:48:35.310
<v Sam>this trend, but we had an insider advantage poll, Trump by 10.

01:48:35.310 --> 01:48:38.510
<v Sam>Then we had a redfield and wilton trump

01:48:38.510 --> 01:48:41.810
<v Sam>by eight then you university

01:48:41.810 --> 01:48:45.350
<v Sam>of north florida trump by seven then uh

01:48:45.350 --> 01:48:51.190
<v Sam>redfield and wilton trump by six then suffolk trump by five then we just had

01:48:51.190 --> 01:48:57.290
<v Sam>a poll come out this week for mainstream uh for main street and if you average

01:48:57.290 --> 01:49:02.270
<v Sam>the with and without kennedy trump only two and a half two and a half uh now

01:49:02.270 --> 01:49:03.890
<v Sam>there were a couple outliers there was an

01:49:03.930 --> 01:49:10.590
<v Sam>additional Trump by 8.2 from ActiveVote and McLaughlin by 8 that were not on

01:49:10.590 --> 01:49:12.650
<v Sam>that trend line I showed. They were a little higher.

01:49:12.910 --> 01:49:21.410
<v Sam>But the trend is almost every poll that has come out has showed Florida closer than the poll before.

01:49:21.690 --> 01:49:25.210
<v Sam>Like I said, in the end, the average right now is still Trump up by six.

01:49:25.630 --> 01:49:31.150
<v Sam>And that's over the last two weeks. So that's a fairly recent polling.

01:49:31.930 --> 01:49:37.290
<v Sam>So i'm not ready to say florida's in play yet but the trend in florida just

01:49:37.290 --> 01:49:41.970
<v Sam>like everywhere else has been moving rapidly towards harris if it moves a few

01:49:41.970 --> 01:49:45.590
<v Sam>more percent then yeah florida's in play too you know i.

01:49:45.590 --> 01:49:51.090
<v Ivan>Think the one thing the one other state that you know like georgia i mean biden

01:49:51.090 --> 01:49:55.510
<v Ivan>won georgia okay you know that that's that that that what that that was one

01:49:55.510 --> 01:49:57.950
<v Ivan>and look like right Right now,

01:49:58.070 --> 01:50:02.130
<v Ivan>it's at the same margins or like Biden won the last time.

01:50:02.330 --> 01:50:07.050
<v Ivan>Listen, this is a state that is winnable.

01:50:07.190 --> 01:50:11.570
<v Sam>Oh, yeah. My poll average in Georgia right now has Trump up by 0.8%.

01:50:12.770 --> 01:50:13.030
<v Ivan>Right.

01:50:13.310 --> 01:50:20.430
<v Sam>This is another one where, you know, let me let me check the Biden number real quick.

01:50:20.590 --> 01:50:23.610
<v Sam>Biden's final number was trumped up by four and a half in Georgia.

01:50:23.950 --> 01:50:31.170
<v Sam>Harris has it at point eight. And again, with a rapid trend towards her over the last few weeks.

01:50:31.270 --> 01:50:35.610
<v Sam>Now, again, at some point, the move towards Harris has to stop.

01:50:35.790 --> 01:50:40.890
<v Sam>You know, we're not going to have, you know, Harris winning 48 states in D.C., you know, but.

01:50:40.890 --> 01:50:43.730
<v Ivan>But well, I mean, I don't know. But I mean, for all we know,

01:50:43.790 --> 01:50:48.050
<v Ivan>Trump could come out and like, I don't know, maybe shoot Melania or something for all we fucking know.

01:50:48.910 --> 01:50:53.970
<v Sam>Yes. Well, I heard people spinning scenarios at this point of like,

01:50:54.090 --> 01:50:57.570
<v Sam>OK, well, Trump clearly at this point thinks Vance was a mistake.

01:50:57.730 --> 01:51:03.690
<v Sam>Maybe he dumps vast Vance. And then the only possible rational replacement would be Haley.

01:51:03.730 --> 01:51:04.850
<v Ivan>Ivanka Haley.

01:51:05.530 --> 01:51:09.310
<v Sam>Although Trump hates Haley. But they're like, well, but the party would force

01:51:09.310 --> 01:51:10.790
<v Sam>him to pick Haley. Yeah, right. right, whatever.

01:51:11.090 --> 01:51:14.850
<v Sam>Pick Haley. And then Trump trumps out. And then we have Harris versus Haley.

01:51:15.720 --> 01:51:16.800
<v Sam>And then that changes everything.

01:51:17.640 --> 01:51:28.300
<v Ivan>That wouldn't happen in one billion years. Well, I mean, the part where Trump dumps vans,

01:51:28.500 --> 01:51:33.400
<v Ivan>I see that, or tries to dump them. Can he dump them?

01:51:33.500 --> 01:51:36.900
<v Ivan>Can he just say, fuck you? How does that work?

01:51:37.100 --> 01:51:40.000
<v Sam>Well, I mean, remember there was that, who was it? Eagleton,

01:51:40.180 --> 01:51:45.400
<v Sam>who got pushed out by the Democrats in, I forget, 68, 72.

01:51:45.400 --> 01:51:48.320
<v Sam>Many i forget when that was um okay but basically

01:51:48.320 --> 01:51:51.300
<v Sam>that can happen basically and to show how times

01:51:51.300 --> 01:51:57.120
<v Sam>have changed the reason i mean it came out that he had seen a psychiatrist and

01:51:57.120 --> 01:52:02.320
<v Sam>oh fuck and then he and so he had to drop out good hell and i think he cried

01:52:02.320 --> 01:52:10.180
<v Sam>or something like when he was asked about it um oh for fucking christ's sakes what the fuck what.

01:52:10.180 --> 01:52:13.060
<v Ivan>The oh okay well all right.

01:52:13.060 --> 01:52:18.180
<v Sam>Anyway anyway like So it has happened where the vice president has been pushed

01:52:18.180 --> 01:52:19.240
<v Sam>out after the convention.

01:52:19.740 --> 01:52:22.420
<v Sam>Basically, the RNC would have to meet and pick a new one.

01:52:22.860 --> 01:52:24.940
<v Ivan>Okay, so they could do that.

01:52:25.080 --> 01:52:30.140
<v Sam>But look, he's not listening here. How is he going to pick? We got ballot deadlines too, though.

01:52:30.580 --> 01:52:35.580
<v Sam>At this point, we are now several weeks past where we were talking about it

01:52:35.580 --> 01:52:39.060
<v Sam>is now getting difficult to change ballots.

01:52:39.320 --> 01:52:43.660
<v Sam>So some states you can change it. Some states you can't. At some states,

01:52:43.720 --> 01:52:45.540
<v Sam>you can change it only under certain circumstances.

01:52:45.780 --> 01:52:50.000
<v Sam>But the bottom line, protection against all of this stuff is in the end.

01:52:50.040 --> 01:52:51.280
<v Sam>It's the electors voting.

01:52:51.760 --> 01:52:57.880
<v Sam>And so almost up to the very last minute, the RNC could tell electors do something else.

01:52:57.920 --> 01:53:00.840
<v Sam>Now, there are a few states that bind them, so that induces complications.

01:53:01.140 --> 01:53:05.060
<v Ivan>He might just shoot Vance.

01:53:05.600 --> 01:53:09.460
<v Sam>Yeah, actually, because it's easier to replace somebody on the ballot if they're

01:53:09.460 --> 01:53:13.540
<v Sam>dead. If someone is dead, it's easier to replace them on the ballot than if they're not.

01:53:13.540 --> 01:53:14.120
<v Ivan>That's why I'm saying.

01:53:15.080 --> 01:53:15.440
<v Sam>Yeah.

01:53:15.460 --> 01:53:17.300
<v Ivan>Well, I think here's one thing, though.

01:53:18.370 --> 01:53:25.370
<v Ivan>Look, he's not going to put Haley. I mean, have you seen all the backlash that

01:53:25.370 --> 01:53:29.590
<v Ivan>J.D. Vance's wife has gotten because she's of Indian heritage?

01:53:30.590 --> 01:53:31.310
<v Sam>Yes. Yes.

01:53:31.510 --> 01:53:37.790
<v Ivan>I mean, so what? You think this is going to appease the racists that put Haley on?

01:53:38.510 --> 01:53:42.750
<v Sam>Although in that interview that came out where Vance apparently agreed with

01:53:42.750 --> 01:53:47.070
<v Sam>the notion that the only purpose of postmenopausal women is to be grandmothers

01:53:47.070 --> 01:53:47.990
<v Sam>to their grandchildren. children.

01:53:48.910 --> 01:53:55.050
<v Sam>That same interview that he also sort of not, now to be clear on all of this,

01:53:55.110 --> 01:53:56.630
<v Sam>Vance did not say this himself.

01:53:56.770 --> 01:54:02.190
<v Sam>The interviewer said it and Vance sort of made affirming, uh-huh, uh-huh, yeah, noises.

01:54:02.790 --> 01:54:07.570
<v Sam>And Vance is now saying he didn't really agree with him. He was not along to

01:54:07.570 --> 01:54:09.630
<v Sam>the thing he said before that and didn't realize.

01:54:09.830 --> 01:54:17.190
<v Sam>But also he said, the interviewer said, and Vance seem to agree that apparently

01:54:17.190 --> 01:54:22.450
<v Sam>one of the big advantages of marrying into an Indian family was that the grandparents

01:54:22.450 --> 01:54:24.770
<v Sam>were even more dedicated to this kind of stuff.

01:54:24.890 --> 01:54:30.030
<v Sam>Because they like, apparently his mother-in-law had a fairly high powered job

01:54:30.030 --> 01:54:36.490
<v Sam>and quit the job and moved in with them to help with care of the baby after

01:54:36.490 --> 01:54:39.810
<v Sam>they started having kids and lived with them for like a year.

01:54:39.990 --> 01:54:43.350
<v Sam>And like in the interviewer, it's like, well, that's one of the advantages of

01:54:43.350 --> 01:54:46.070
<v Sam>marrying into an Indian family. They're like that, you know?

01:54:47.470 --> 01:54:49.610
<v Ivan>Okay, so, all right.

01:54:49.670 --> 01:54:51.810
<v Sam>So, yes, the racism.

01:54:53.030 --> 01:54:57.750
<v Ivan>Yes, how does this address the racists? Were you putting in Haley?

01:54:58.030 --> 01:55:01.250
<v Ivan>Wait, we got the misogynists and the racists.

01:55:01.730 --> 01:55:11.810
<v Ivan>So you got, you know, it's a, you know, I don't see how, I mean, it would be Haley.

01:55:12.510 --> 01:55:15.010
<v Ivan>Is going to be somebody it's got to be some other.

01:55:15.010 --> 01:55:19.250
<v Sam>You know i honestly i think at this point at this point he's sticking with vance

01:55:19.250 --> 01:55:22.330
<v Sam>i think the maximum danger point for vance has passed,

01:55:23.470 --> 01:55:26.210
<v Sam>and i think unless more comes out they're sticking

01:55:26.210 --> 01:55:30.530
<v Sam>with vance like because because at this point there's a cost to it i still don't

01:55:30.530 --> 01:55:33.450
<v Sam>i still don't although we thought that with biden we thought there'd be a cost

01:55:33.450 --> 01:55:39.130
<v Sam>to a switch and there wasn't so maybe maybe trump could dump somebody dump vance

01:55:39.130 --> 01:55:44.230
<v Sam>and pick somebody that miraculously will completely undo all of the poll changes in the last one.

01:55:44.250 --> 01:55:49.230
<v Ivan>I know. I got the answer. I got the perfect answer. She's available. Palin.

01:55:52.230 --> 01:55:55.270
<v Sam>I thought that's the solution i thought you were gonna say fiorina.

01:55:56.030 --> 01:55:59.970
<v Ivan>Oh well that's you know yeah that's another no no no.

01:55:59.970 --> 01:56:03.650
<v Sam>Palin man okay i.

01:56:03.650 --> 01:56:05.310
<v Ivan>Mean why not recycle palin.

01:56:05.310 --> 01:56:12.270
<v Sam>Yeah i could see that like but yeah the at this point like to really i mean

01:56:12.270 --> 01:56:18.290
<v Sam>to really shake this up and reverse the trends that we've been seeing over the last month I think,

01:56:18.330 --> 01:56:23.430
<v Sam>you know, we've talked about like, can Trump discipline himself and have come to the conclusion?

01:56:23.610 --> 01:56:28.030
<v Sam>No, that that would be one way to stabilize this is if Trump actually acted

01:56:28.030 --> 01:56:29.570
<v Sam>normal from now until the election.

01:56:30.170 --> 01:56:32.970
<v Sam>The other would be that you do have a trump

01:56:32.970 --> 01:56:35.830
<v Sam>replacement on the republican side and we don't end up with the

01:56:35.830 --> 01:56:38.510
<v Sam>trump part of the biden versus trump either and then

01:56:38.510 --> 01:56:42.990
<v Sam>depending on who the rnc put in completely different race but like you know

01:56:42.990 --> 01:56:48.910
<v Sam>unlike biden there is no freaking way trump would do that himself so i think

01:56:48.910 --> 01:56:55.510
<v Sam>that would only happen you know if trump was if trump actually died or was physically

01:56:55.510 --> 01:56:57.630
<v Sam>incapacitated in such a way that he couldn't.

01:56:57.730 --> 01:57:03.650
<v Ivan>This Republican Party is so beholden to Trump. Never have.

01:57:04.330 --> 01:57:10.190
<v Ivan>I don't. They are, they, it's like a suicide pact at this point.

01:57:10.430 --> 01:57:11.330
<v Sam>Yeah, it is.

01:57:12.680 --> 01:57:16.520
<v Sam>And and look they'll you know what was

01:57:16.520 --> 01:57:19.840
<v Sam>it um oh i'm blanking south carolina

01:57:19.840 --> 01:57:23.140
<v Sam>senator guy what's his name i just blanked graham yeah

01:57:23.140 --> 01:57:26.420
<v Sam>lindsey graham lindsey graham went back in 2015

01:57:26.420 --> 01:57:29.500
<v Sam>early 2016 when he

01:57:29.500 --> 01:57:33.460
<v Sam>was running against trump said explicitly if

01:57:33.460 --> 01:57:36.680
<v Sam>if we pick trump it will destroy the republican

01:57:36.680 --> 01:57:39.760
<v Sam>party now he ended up winning

01:57:39.760 --> 01:57:42.560
<v Sam>but i think his prediction of it

01:57:42.560 --> 01:57:45.760
<v Sam>destroying the republican party is still playing out

01:57:45.760 --> 01:57:48.940
<v Sam>i mean frankly even if trump wins this time

01:57:48.940 --> 01:57:53.060
<v Sam>around like the what survives

01:57:53.060 --> 01:58:00.160
<v Sam>of the republican party going forward after trump whenever trump is gone is

01:58:00.160 --> 01:58:06.300
<v Sam>gonna be nothing is nothing nothing like all of the principles that the republican

01:58:06.300 --> 01:58:10.380
<v Sam>party traditionally held are gone no but like no.

01:58:10.380 --> 01:58:12.660
<v Ivan>But but even beyond that sam.

01:58:12.660 --> 01:58:17.540
<v Sam>The organization the machinery that's all raising out yes it.

01:58:17.540 --> 01:58:20.900
<v Ivan>He has completely decimated that.

01:58:20.900 --> 01:58:22.320
<v Sam>All of it yes all.

01:58:22.320 --> 01:58:29.540
<v Ivan>Of it all of it the local organizing, the field offices, everything.

01:58:29.900 --> 01:58:32.980
<v Ivan>He has completely, completely decimated that.

01:58:33.400 --> 01:58:36.940
<v Ivan>Look what's been happening, all these parties in different states where you've

01:58:36.940 --> 01:58:40.620
<v Ivan>had these crisis, where they've had no money, where they're fighting amongst

01:58:40.620 --> 01:58:42.540
<v Ivan>each other. They can't decide anything.

01:58:42.860 --> 01:58:46.820
<v Ivan>They can't do anything. This has been an ongoing saga that you've seen.

01:58:47.000 --> 01:58:52.840
<v Ivan>And listen, if Trump, like right now, loses again.

01:58:53.840 --> 01:58:57.560
<v Ivan>They are in exactly that scenario.

01:58:57.980 --> 01:59:02.680
<v Ivan>They've got nothing left. And the problem that they've got is that,

01:59:02.740 --> 01:59:10.120
<v Ivan>my thought is, even if he loses, if he's not dead, he's going to try to run again.

01:59:10.340 --> 01:59:10.980
<v Sam>Mm-hmm.

01:59:12.030 --> 01:59:14.090
<v Ivan>That that's what i totally believe.

01:59:14.090 --> 01:59:16.910
<v Sam>I could see that you're not he's i could see him announcing

01:59:16.910 --> 01:59:19.950
<v Sam>his candidacy the day after well after

01:59:19.950 --> 01:59:22.950
<v Sam>he loses well he's never he's never going to admit he loses either

01:59:22.950 --> 01:59:25.710
<v Sam>he's going to contest it again just like he did last time and

01:59:25.710 --> 01:59:28.730
<v Sam>pretend it's a steal and blah blah blah go through

01:59:28.730 --> 01:59:31.630
<v Sam>all the courts try to get another riot try to get

01:59:31.630 --> 01:59:34.810
<v Sam>the house to do something you blah blah it probably won't

01:59:34.810 --> 01:59:37.490
<v Sam>succeed but he's going to try all of that stuff again end

01:59:37.490 --> 01:59:40.630
<v Sam>so he'll never admit he loses and then

01:59:40.630 --> 01:59:45.790
<v Sam>but then i can see him immediately thereafter being like well you know 2028

01:59:45.790 --> 01:59:53.630
<v Sam>2028 is coming up you know now just just like we he is deteriorating with age

01:59:53.630 --> 01:59:58.530
<v Sam>though like i can't imagine adding another four years to this donald trump yes listen.

01:59:58.530 --> 02:00:01.830
<v Ivan>I i i understand how bad it would be but i'm telling you that.

02:00:01.830 --> 02:00:04.510
<v Sam>He's trying oh yeah yeah Yeah, I don't disagree.

02:00:06.170 --> 02:00:10.250
<v Ivan>So, Jesus Christ, can't get this son of a bitch. It's like a fucking cockroach.

02:00:12.730 --> 02:00:16.330
<v Ivan>Never been able to get rid of this bastard. God, son of a bitch.

02:00:16.850 --> 02:00:22.770
<v Sam>Well, yeah. You keep predicting every year he's going to have a heart attack. Hasn't happened yet.

02:00:23.730 --> 02:00:27.970
<v Sam>Except there was that one mysterious visit to the hospital that we never found out what happened.

02:00:28.570 --> 02:00:29.110
<v Ivan>That's right.

02:00:29.190 --> 02:00:30.030
<v Sam>Well, shit.

02:00:30.190 --> 02:00:33.190
<v Ivan>Well, Sam, I mean, Jesus Christ, and talk about my death prediction.

02:00:33.190 --> 02:00:34.950
<v Ivan>And I'm sorry, but a bullet came within what?

02:00:35.070 --> 02:00:38.850
<v Ivan>How many inches of fucking doing it? Like what? Maybe one inch?

02:00:38.930 --> 02:00:40.070
<v Sam>Yeah, something like that. Two inches? Boom.

02:00:40.450 --> 02:00:40.890
<v Ivan>Yep.

02:00:41.490 --> 02:00:46.150
<v Sam>So. Okay, did we miss anything, Yvonne? Or can we wrap this sucker up?

02:00:46.630 --> 02:00:48.050
<v Ivan>No, you can wrap this sucker up.

02:00:48.330 --> 02:00:53.150
<v Sam>Okay. Thanks, everybody, for listening to yet another Curmudgeon's Corner.

02:00:53.250 --> 02:00:57.470
<v Sam>As Yvonne and I ramble on about this and that and that and this.

02:00:58.310 --> 02:01:03.350
<v Sam>Go to curmudgeons-corner.com. You can find all the ways to contact us.

02:01:03.410 --> 02:01:06.750
<v Sam>You can find an archive of our shows, including transcripts recently.

02:01:07.090 --> 02:01:08.410
<v Sam>Well, recently it's been.

02:01:09.300 --> 02:01:13.560
<v Sam>Three quarters of a year now. I don't know. It's been a while since I added transcripts.

02:01:14.320 --> 02:01:18.300
<v Sam>You can find all that stuff. I have not yet added a link to the YouTube.

02:01:18.360 --> 02:01:20.640
<v Sam>If you want to go to the YouTube, I'll do it eventually.

02:01:20.840 --> 02:01:26.140
<v Sam>But you know, now I have the I'm sick excuse, you know, so, but it's youtube.com

02:01:26.140 --> 02:01:28.600
<v Sam>slash at curmudgeons hyphen corner.

02:01:28.740 --> 02:01:33.620
<v Sam>If you want to check any of these episodes out on video and like,

02:01:33.640 --> 02:01:36.220
<v Sam>and subscribe and blah, blah, blah, blah, blah, blah, blah.

02:01:36.320 --> 02:01:39.000
<v Sam>You can be be notified of the live streams when they

02:01:39.000 --> 02:01:41.760
<v Sam>happen blah blah blah blah blah blah yeah i

02:01:41.760 --> 02:01:45.120
<v Sam>i post about the live streams in on mastodon and

02:01:45.120 --> 02:01:48.780
<v Sam>you can have youtube notify you if you want to see last week when

02:01:48.780 --> 02:01:51.760
<v Sam>i was by myself the entire time it said somebody was watching

02:01:51.760 --> 02:01:54.460
<v Sam>but i'm not sure if that like that might have been

02:01:54.460 --> 02:01:57.240
<v Sam>me i might have accidentally opened it in

02:01:57.240 --> 02:02:00.000
<v Sam>another window and seen it that way i don't know

02:02:00.000 --> 02:02:02.820
<v Sam>but anyway if you're interested

02:02:02.820 --> 02:02:05.700
<v Sam>in that you can have the unedited version with all the ums

02:02:05.700 --> 02:02:09.520
<v Sam>and ahs and interruptions and of course the website

02:02:09.520 --> 02:02:12.360
<v Sam>curmudgeons-corner.com also links to our patreon where

02:02:12.360 --> 02:02:15.140
<v Sam>you can give us money at various levels we will send you

02:02:15.140 --> 02:02:18.420
<v Sam>a post card we will send you a mug we will mention you on the show we will ring

02:02:18.420 --> 02:02:22.960
<v Sam>a bell all that kind of fun stuff and at two dollars a month or more or if you

02:02:22.960 --> 02:02:26.360
<v Sam>just ask us we will invite you to the curmudgeons corner slack where yvonne

02:02:26.360 --> 02:02:30.680
<v Sam>and i and a bunch of listeners are chatting and sharing links and blah,

02:02:30.780 --> 02:02:32.640
<v Sam>blah, blah, more, blah, blah, blah, more.

02:02:33.460 --> 02:02:36.960
<v Sam>Blah, blah, blah, blah, blah, blah, blah, blah, blah, blah.

02:02:37.400 --> 02:02:42.180
<v Sam>Anyway, we're doing that all week long. It would be great if more of you could

02:02:42.180 --> 02:02:44.100
<v Sam>join us. So if you're interested, let us know.

02:02:44.600 --> 02:02:49.360
<v Sam>So Yvonne, what's something from the curmudgeon's corner Slack in the last week

02:02:49.360 --> 02:02:54.700
<v Sam>that we have not talked about on the show that would entice people to come join

02:02:54.700 --> 02:02:58.140
<v Sam>our Slack because they have missed it because they weren't on the Slack?

02:02:59.100 --> 02:03:02.420
<v Ivan>Musk's new AI image generator

02:03:02.420 --> 02:03:05.640
<v Ivan>immediately used to troll him and images

02:03:05.640 --> 02:03:08.700
<v Ivan>flooded and videos images what the

02:03:08.700 --> 02:03:15.460
<v Ivan>heck images flooded X showing Musk carrying out a school shooting with Mickey

02:03:15.460 --> 02:03:21.320
<v Ivan>Mouse or being let on a leash by Donald Trump and I'm looking at a picture so

02:03:21.320 --> 02:03:25.940
<v Ivan>disgusting of Donald and him kissing no.

02:03:25.940 --> 02:03:27.540
<v Sam>No men kissing is fine.

02:03:28.580 --> 02:03:29.060
<v Ivan>Now.

02:03:29.060 --> 02:03:30.780
<v Sam>Admittedly, it's Donald and Elon.

02:03:31.180 --> 02:03:37.180
<v Ivan>That's what I'm saying. I mean, listen, I kiss guys, okay, as a hello,

02:03:37.380 --> 02:03:39.320
<v Ivan>okay? It's not a big deal.

02:03:39.460 --> 02:03:40.340
<v Sam>With tongue, I'm sure.

02:03:40.400 --> 02:03:47.560
<v Ivan>But not with tongue. I don't kiss like casual. Listen, I don't kiss casual people with tongue, okay?

02:03:47.800 --> 02:03:49.720
<v Ivan>It's only, you know, for a few years.

02:03:49.940 --> 02:03:50.360
<v Sam>Tongue in the ear?

02:03:50.980 --> 02:03:52.400
<v Ivan>No, no, on the cheek.

02:03:52.540 --> 02:03:55.620
<v Sam>You know. You just lick their cheek. cheek.

02:03:55.620 --> 02:03:56.660
<v Ivan>Yeah but but see.

02:03:56.660 --> 02:03:57.640
<v Sam>These two clouds,

02:04:01.740 --> 02:04:07.900
<v Sam>what's the name of this thing grok is it it's grok grok xai yeah.

02:04:08.700 --> 02:04:12.800
<v Ivan>So, well, people... Rock 2, the latest version of the chatbot startup,

02:04:13.060 --> 02:04:14.660
<v Ivan>is available on X premium subscribers.

02:04:15.300 --> 02:04:18.720
<v Ivan>Appears to let users make images that would fall foul of content restrictions

02:04:18.720 --> 02:04:20.180
<v Ivan>used by some similar tools.

02:04:20.320 --> 02:04:24.100
<v Ivan>As a result, bizarre and occasionally disturbing images were shared on X,

02:04:24.220 --> 02:04:26.720
<v Ivan>depicting real people, including Musk himself.

02:04:28.400 --> 02:04:32.900
<v Sam>You mentioned Mickey Mouse. It's not just real people. It's also copyrighted

02:04:32.900 --> 02:04:37.660
<v Sam>intellectual property stuff that like a lot of these other AI generated tools,

02:04:37.880 --> 02:04:40.520
<v Sam>they're not very good at it. You can get around it.

02:04:40.580 --> 02:04:43.160
<v Sam>So like if you want to do like Disney characters doing stuff,

02:04:43.240 --> 02:04:44.720
<v Sam>you can do it in the others.

02:04:44.900 --> 02:04:50.140
<v Sam>But most of the others have some level of protection to make it harder to do that.

02:04:50.560 --> 02:04:53.340
<v Sam>Apparently, Grok has none of that because it's like, you know,

02:04:53.340 --> 02:04:58.200
<v Sam>free speech or whatever. and and as one of them shows the tesla.

02:04:58.200 --> 02:05:01.300
<v Ivan>Boss holding a sign simply reading i am a pedo.

02:05:02.280 --> 02:05:06.120
<v Sam>Nice but like the the copyrighted stuff is going to get them in trouble even

02:05:06.120 --> 02:05:09.220
<v Sam>faster than this stuff i mean like elon's probably going to freak about these

02:05:09.220 --> 02:05:12.880
<v Sam>and people are have probably already been fired over this i'm sure they're already

02:05:12.880 --> 02:05:16.660
<v Sam>shut it down but but uh mickey mickey but like mickey.

02:05:16.660 --> 02:05:20.060
<v Ivan>Bow saluting adolf hitler and donald duck using heroin.

02:05:20.060 --> 02:05:26.000
<v Sam>But how long how long will it take before four Disney's lawyers have talked to Hacks about this.

02:05:26.140 --> 02:05:28.360
<v Ivan>I'm sure they're already doing so right now.

02:05:28.500 --> 02:05:35.020
<v Sam>Yes. Like, yeah. Like, this is the kind of thing that Disney does not smile at.

02:05:35.580 --> 02:05:37.280
<v Ivan>No, not particularly. No.

02:05:37.360 --> 02:05:41.040
<v Sam>Disney is one of the companies that is well known for being really aggressive

02:05:41.040 --> 02:05:42.860
<v Sam>about their intellectual property.

02:05:43.140 --> 02:05:45.120
<v Ivan>Here, I'm going to say that.

02:05:45.120 --> 02:05:49.020
<v Sam>To the point where they were, I think they've calmed down a little bit on this,

02:05:49.080 --> 02:05:54.020
<v Sam>but for a while they were like, they were in the news for like going after like

02:05:54.020 --> 02:05:59.380
<v Sam>preschools that had hand painted Mickey's painted on the walls and stuff. Yeah.

02:05:59.420 --> 02:06:01.840
<v Ivan>They don't go after that. But for example, I do.

02:06:01.940 --> 02:06:03.960
<v Sam>They used to, they stopped because of the bad.

02:06:04.000 --> 02:06:08.120
<v Ivan>They, they don't, but I know for a fact that they, they will, for example, uh,

02:06:08.830 --> 02:06:14.170
<v Ivan>You know, like certain plays made out of Disney movies, they will allow it,

02:06:14.230 --> 02:06:18.810
<v Ivan>but you better stick to their rules and restrictions around those,

02:06:18.890 --> 02:06:22.970
<v Ivan>or otherwise you're done. Right. Okay?

02:06:23.590 --> 02:06:27.110
<v Ivan>Like you can't live. Okay, you want to do the play? Great. You can't live stream

02:06:27.110 --> 02:06:29.110
<v Ivan>it. You can't post it on YouTube. You can't do that.

02:06:29.330 --> 02:06:33.570
<v Ivan>You know, you have to do all these things around them, for example.

02:06:33.630 --> 02:06:37.210
<v Ivan>If not, then don't drop the hammer on you. Okay.

02:06:37.210 --> 02:06:41.510
<v Sam>And of course, with all of these companies, if you do that, you generally have

02:06:41.510 --> 02:06:45.090
<v Sam>to pay a license fee anyway. But I think Disney is pretty aggressive about that.

02:06:46.350 --> 02:06:51.010
<v Sam>It varies by company, but Disney is one of the more aggressive in terms of those kinds of things.

02:06:52.110 --> 02:06:59.530
<v Sam>Anyway, I'm sure Disney and others will be going after X for what Grok is doing.

02:07:00.090 --> 02:07:06.830
<v Sam>But like I said, I don't think you even need it. Because it's showing Elon himself

02:07:06.830 --> 02:07:08.970
<v Sam>in a negative light, he's going to crack down on them.

02:07:09.210 --> 02:07:09.650
<v Ivan>Yeah.

02:07:10.090 --> 02:07:14.450
<v Sam>He'll take care of this himself. So anyway, basically.

02:07:14.610 --> 02:07:15.950
<v Ivan>All right. Okay. We're done.

02:07:16.050 --> 02:07:22.110
<v Sam>We're done. Okay. That's it. Thank you, everybody. Have a nice, safe, exciting week.

02:07:22.610 --> 02:07:25.150
<v Sam>Do we have anything? Is there anything?

02:07:25.690 --> 02:07:28.650
<v Sam>Like, is it a holiday yet? No, it's not. It's not the holiday yet.

02:07:28.730 --> 02:07:31.230
<v Sam>We got a couple more weeks. Two weeks. Two weeks.

02:07:31.470 --> 02:07:36.490
<v Sam>Olympics are over. over, oh, we got the DNC coming up. So before we have our

02:07:36.490 --> 02:07:39.730
<v Sam>next show, the Democratic National Convention will have happened.

02:07:39.990 --> 02:07:45.730
<v Sam>Hopefully it will be fun and exciting and Harris will do well and all of the

02:07:45.730 --> 02:07:50.930
<v Sam>ex-presidents and Hillary Clinton will be there and do exciting things.

02:07:51.290 --> 02:07:57.390
<v Sam>It's feeling like it's going to have a lot more energy than the RNC had. We'll see.

02:07:57.390 --> 02:08:00.530
<v Ivan>But let's just say that what i you know

02:08:00.530 --> 02:08:03.490
<v Ivan>the one thing that i found exciting and i i'm hoping that

02:08:03.490 --> 02:08:08.790
<v Ivan>he's well enough to be there jimmy carter basically said that he wants to just

02:08:08.790 --> 02:08:16.050
<v Ivan>right now stay alive to vote to vote for harris yeah that was one of the fucking

02:08:16.050 --> 02:08:20.570
<v Ivan>coolest things i've heard yeah i must say yeah.

02:08:20.570 --> 02:08:25.190
<v Sam>And i i yeah so he's yeah yeah that was touching.

02:08:25.190 --> 02:08:27.310
<v Ivan>Like and yes and and And.

02:08:27.310 --> 02:08:29.510
<v Sam>You know, he's been on hospice for like a year.

02:08:30.380 --> 02:08:33.880
<v Sam>You know, and I've heard interviews with his grandson saying like,

02:08:33.980 --> 02:08:36.140
<v Sam>you know, when he entered hospice, we were expecting days.

02:08:36.400 --> 02:08:39.620
<v Sam>It's been a year, you know, so he's hanging.

02:08:39.640 --> 02:08:43.400
<v Ivan>And look, hospice, you know, like sometimes people think it's like,

02:08:43.460 --> 02:08:48.700
<v Ivan>you know, they're they're they're ill enough that they need that care sometimes.

02:08:49.380 --> 02:08:52.440
<v Ivan>Yeah. And people expect that they will die, but it's not like they're actively

02:08:52.440 --> 02:08:54.140
<v Ivan>trying to have them die. Right.

02:08:54.380 --> 02:08:54.740
<v Sam>Okay.

02:08:54.840 --> 02:08:58.920
<v Ivan>All right. I just think that he will, but it's been the best,

02:08:59.000 --> 02:09:03.340
<v Ivan>most palliative treatment for him in order for him to be as comfortable as possible.

02:09:03.420 --> 02:09:08.160
<v Ivan>And well, there you go. Managed to be around me.

02:09:08.860 --> 02:09:13.940
<v Sam>So we'll see. Yeah. But we'll see if he makes it. But the convention itself,

02:09:14.180 --> 02:09:16.920
<v Sam>I mean, to be clear, the Republicans had a bunch of energy.

02:09:17.060 --> 02:09:20.180
<v Sam>They were sure they were like on a glide path to a win.

02:09:20.720 --> 02:09:23.760
<v Sam>And now everything's changed. We'll see how the Democrats do.

02:09:23.760 --> 02:09:25.240
<v Sam>I think it's going to be good.

02:09:25.300 --> 02:09:28.640
<v Ivan>But it was, let's be clear, using a term, it was weird energy.

02:09:29.380 --> 02:09:37.180
<v Ivan>I mean, the people they had on stage talking, I mean, they had Hulk Hogan.

02:09:38.000 --> 02:09:38.760
<v Ivan>What the fuck?

02:09:39.360 --> 02:09:42.580
<v Sam>Well, they had a bunch of sort of washed up 80s people, and people have pointed

02:09:42.580 --> 02:09:46.160
<v Sam>out, well, Trump is mentally stuck in the 80s, so it all makes sense.

02:09:46.540 --> 02:09:49.560
<v Ivan>Yeah. Yeah. Anyway. All right. Okay.

02:09:49.580 --> 02:09:52.780
<v Sam>We were saying goodbye. Bye, everybody. Have a great week.

02:09:52.820 --> 02:09:58.600
<v Sam>Stay safe. we'll talk to you next time goodbye say goodbye yvonne bye,

02:10:30.020 --> 02:10:35.780
<v Sam>okay thank you yvonne i'm gonna probably go crash and get more covid rustle

02:10:35.780 --> 02:10:39.100
<v Sam>fun fun fun all right i'll do that.

02:10:39.100 --> 02:10:41.240
<v Ivan>Bye okay let's upload.

02:10:41.240 --> 02:10:43.260
<v Sam>Hitting stop stop.

