Worst State Party Draft! Will May Be the Most Pivotal Month of Trump’s Presidency? (with Evan Scrimshaw and Ryan Jakubowski)

May 2025 might go down as the most pivotal month of Donald Trump’s second presidency. The post-Liberation Day disruption gave him room to play the chaos card — but that only lasts so long. Now it’s time to deliver. And according to what the White House is telling Congress behind closed doors, a lot is in motion. Sixty countries are either actively negotiating trade terms or exchanging paperwork with the administration. Congress is being told these deals won’t require their approval, which Congress, for the record, does not agree with. But this is Trump we’re talking about — when has he ever waited for a vote?

Still, the big names you’d expect — China, Canada, Mexico — aren’t in the mix. China’s radio silent, Mexico and Canada are being folded into existing USMCA renegotiations. That leaves three countries reportedly close to a deal: the United Kingdom, Australia, and most importantly, India. India isn’t just geopolitically important — it’s the key to rewriting how America competes with China. A deal there could shift the entire narrative.

Why India Matters More Than You Think

India is the crown jewel of this effort. There's personal chemistry between Trump and Modi, which helps. JD Vance just visited India, and his family ties only reinforce the good vibes. But this isn’t just a soft power thing. India offers cheap manufacturing, which Trump badly needs to offset Chinese trade disruption. If you’re going to tell a story about reindustrializing America and cutting reliance on Beijing, India is where you start.

There’s also the intellectual property angle. India doesn’t have the same IP hang-ups as China, which means Trump could insert protections into this deal and claim it as a model for future negotiations — including, eventually, with China. It’s the kind of pivot that’s both symbolic and real. Add in niche export wins — like bourbon or Harley-Davidsons, which have demand in India but face big trade hurdles — and suddenly you’ve got tangible proof of progress.

Fast Deals, Reversible Wins

Here’s the catch: none of these deals are expected to go through Congress. They’re handshake deals. That means they can be reversed at any moment — by Trump himself. And that’s kind of the point. Trump wants to touch every single part of the negotiation. No detail moves without his approval. That gives him the power to declare victory on anything, even if the actual text doesn’t amount to much.

So the real question isn’t whether Trump can get a deal. It’s whether he can get one that’s meaningful — and fast. Because right now, the administration needs wins. Not headlines. Not vibes. Wins. The stock market is shaky, the trade war with China is frozen, and the White House knows it’s currently heading into the midterms with a record that still feels unsettled. India might be the win they’ve been waiting for. But if it doesn’t land soon, the window to define this presidency might close a lot faster than anyone expects.

Chapters

00:00:00 - Intro

00:00:15 - Tariff Negotiations

00:10:11 - Worst State Party Draft, part one

00:41:37 - Update

00:42:36 - Mike Waltz Goes to the U.N.

00:44:48 - Alien Enemies Act Ruling

00:48:55 - Ukraine Mineral Deal

00:51:55 - Worst State Party Draft, part two

01:34:53 - Wrap-up

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