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Kevin never voted in his life.
A year and a half ago Yana thought the Democrats were finished, because of Russiagate, COVID, identity politics. Unelectable. Then the Trump coalition lost Texas. And Kansas. How big do you need to screw up to lose THAT BIG?
In this episode of Eavesdrop.live, Kevin and Yana sit down 1:1 after the midterms. Kevin trades markets and has never voted in his life. Yana is not a US voter, but she thinks voting still matters as a signal that people in power can’t ignore. We did not agree.
We talk about why the markets pumped and then dumped right on schedule, why the Democrats are masquerading as a peace party, whether Trump has real agency or is just a very big puppet, and why a man who hates losing is suddenly so calm about losing. Kevin thinks there is a bigger play.
Plus the Air Force One story Kevin heard in an Estonian sauna house, the Swiss stranger at the Munich opera who apologized to the wrong American, and why Yana doesn’t trust Anthropic ahead of its IPO.
Make your bets. Then listen.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit eavesdroplive.substack.com