The Chuck ToddCast

Full Episode - Republicans Avoid Disaster In Tennessee, But The Midterms Look Great For Democrats + How Drones Are Reshaping Modern Warfare & Why America Is Behind

Dec 3, 2025
Matt Higgins, an entrepreneur and investor who co-founded a U.S. drone company, joins the discussion. He dives into the fast-evolving drone arms race, highlighting how Ukraine has changed warfare strategies and why the U.S. needs to play catch-up. Higgins shares his journey from humble beginnings to success, emphasizing the importance of overcoming adversity. He warns about the emerging risks of low-cost drone terrorism and calls drone proliferation the biggest arms race since nuclear weapons, stressing the urgency for effective defenses.
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INSIGHT

Democratic Overperformance Pattern

  • Special elections show a consistent 16–18 point Democratic overperformance versus baseline results.
  • That margin echoes 2017–18 patterns and may forecast a significant 2026 Democratic environment.
INSIGHT

Triage Won't Scale Nationwide

  • Republicans narrowly avoided a collapse in TN-07, buying time but not solving structural problems.
  • The triage saved seats now but can't be scaled across dozens of vulnerable races.
INSIGHT

Headlines Favor Democrats

  • Several near-term headlines (healthcare subsidies, tariffs, Venezuela) are defensive for Republicans.
  • Those negative stories increase Democratic chances if the economy stays weak.
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