The speaker highlights the importance of focusing on the content that was included in a speech rather than what was omitted, as it reveals the strategic approach being taken. While Trump and JD Vance are appealing to their voters with an economic and cultural argument, Kamala Harris is targeting young people and people of color, aiming to recreate the energy of Barack Obama's 2008 campaign. Harris and her team face challenges in sustaining this strategy due to current polling showing Trump's advantage in the Electoral College.