The Daily · 2026-11-05
The Voters Who Flipped Congress
This is Wakewire's analysis, based on the recording and the passages quoted here. Tone and candor labels are our read, not a finding about anyone's motive. Our standards
- Source
- The Daily · Episode page
- Released
- 2026-11-05
- We read it
- 2026-11-05
- Recording
- Recording has gaps
- Read confidence
- medium
- Review
- Passed automatic checks
What the episode covered
Nate Cohn said Democrats were headed for unusually large congressional and state-level gains because young, Black and Hispanic voters turned out strongly and some Republican-leaning voters chose a check on the president. The register is mixed, with specific caveats on polling and turnout but a damaged ad insertion and an unfinished ending limiting the read. Watch final race calls, validated turnout data and any state action on the National Popular Vote Compact.
Our summary, written from the transcript. Not the speakers' words.
The episode, in order
01Current election status
The surface point was that the election was not just a narrow opposition win. It was described as a broad shift in federal and state power.
02Turnout composition
This was the main explanation offered for why Democrats competed in places that were described as usually difficult for them.
03Reasons voters moved
The episode separated measured voting patterns from causal explanation, but still placed policy backlash at the center of the interpretation.
04Campaign spending and candidate effects
The read was that the election was more about the president and national alignment than about individual race tactics.
05Polling
The segment defended frequent polling while acknowledging that even accurate polling is temporary and imperfect.
Sponsors named in this episode
| Sponsor stated | Where, claim and disclosure |
|---|---|
| Searchlight Pictures |
|
No sponsor named doesn't mean no ads. Each row was taken from the ad break as it was read on air. The verbatim passage behind every row is checked against the transcript character for character. Short excerpts appear below.
Roles and stated affiliations
Sponsor or conflict flagged. Named sponsor present — The recording states support from Searchlight Pictures for Wild Horse 9 or Wild Horse Nine. The political discussion did not address that sponsor.
Wakewire's read of interests
- Michael Barbaro: He is the host of The Daily and frames the segment around what the election results mean and whether the show's polling held up.
- Nate Cohn: He is identified as chief political analyst and is explaining election results, demographic estimates and the performance of polling associated with the show.
- Searchlight Pictures: The recording states that the podcast is supported by Searchlight Pictures and includes advertising for Wild Horse 9 or Wild Horse Nine.
- The Wirecutter Show: The recording includes a promotional segment directing listeners to find The Wirecutter Show on the New York Times app or wherever they listen.
Recording limits
- The transcript has a damaged ad insertion in the middle of a sentence and ends after 'Here's what else' without the rest of the segment.
Claims that need more support
- Michael Barbaro said Elon Musk essentially flushed that money down the toilet, and Nate Cohn said he did not see a great return, but the episode did not give spending totals attributable to Musk or return-on-spend evidence.
Claims made on air that the episode itself did not back up.
Questions the conversation didn't reach
- The conversation raised whether $10 billion in campaign spending mattered but did not provide a spending breakdown by race or a way to measure effect.
Topics the episode did not address. This does not mean anyone avoided them.
Are you from this show? You can ask for a correction, reply, or ask us to stop coverage on the rights page.
The read
The literal surface is a post-election results readout. The stronger subtext is that Cohn treated the midterm as a broad anti-president alignment rather than a collection of candidate-specific races. The charitable read is that he used preliminary numbers carefully and repeatedly marked uncertainty. The boring read is that late-deciding voters broke in the same direction across many states. The skeptical read is that the explanations about spending, immigration, Voting Rights Act changes and candidate quality go beyond what the transcript fully proves on its own.
This read assumes: The supplied transcript is the relevant source, except for the noted damaged insertion and unfinished ending. The phrase 'our estimates' refers to estimates used by Cohn and the New York Times team mentioned in the conversation. The read treats speaker caveats as meaningful boundaries on what the episode itself establishes.
Every opinion labeled as one. This is Wakewire's analysis of the recording, not a finding about anyone's motive.
What was said
Current election status
Cohn walked through Senate, House and governor results as of the stated recording time, saying Democrats had 54 Senate seats, 237 House seats and several major governor flips.
Turnout composition
Cohn said the electorate was more diverse than a typical midterm and possibly more diverse than a presidential election, with Black turnout rising in Southern states and Hispanic turnout rising in Texas.
Reasons voters moved
Cohn linked Black turnout patterns to the Supreme Court and Voting Rights Act context, and linked Hispanic turnout to reaction against the president's immigration policies, while saying the data did not tell too much about why.
Campaign spending and candidate effects
Barbaro and Cohn discussed whether heavy spending and attacks on Democrats mattered, with Cohn saying broad national patterns suggested candidates and campaigns often mattered less unless a candidate crossed an extreme line.
Polling
Cohn said the final polls were basically spot on, while earlier polls were less accurate because voters were still making up their minds.
Our paraphrase, not the speakers' words.
The passages we relied on
"When you see the same thing happening everywhere in the country, that tells you not only that the money doesn't matter, but like that oftentimes the candidates and the campaigns don't matter unless there's something really extreme."
"This podcast is supported by Searchlight Pictures, Wild Horse 9. John Malkovich and Sam Rockwell star as CIA agents in a dangerous game of secrets and survival on Easter Island in this sharp-witted comedic thriller from Academy"
"This podcast is supported by Searchlight Pictures, Wild Horse"
"This podcast is supported by Searchlight Pictures, Wild Horse Nine. Two-time Academy Award nominee John Malkovich and Academy Award winner Sam Rockwell star in this sharp witted comedic thriller from Academy Award winner Martin McDonagh, director of"
Short excerpts, credited to the show, at most 40 words each and 150 per episode. We do not publish transcripts. We link to the episode so you can hear it from the show itself.
What to watch for
- Alaska and Mississippi either give Democrats the two remaining Senate seats or reduce the projected 56-seat outcome described by Cohn. (When the remaining ballots are counted and the races are called.)
- Final House calls put Democrats above 250 seats or leave them below that level. (When unprojected House districts are called.)
- Validated turnout data confirms or revises the episode's estimate that Black voters increased their share in Southern states and Hispanic voters increased their share in Texas. (When voter files, certified returns and post-election turnout analyses are available.)
- States under Democratic control pass or do not pass laws awarding electoral votes through the National Popular Vote Compact. (During the next relevant state legislative sessions.)
- Post-election spending records show whether heavy outside spending was concentrated in races where Republicans still lost, and whether the episode's low-impact spending read is borne out. (When final campaign finance reports are filed.)
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