Hi everyone. I’m Sam Shirazi, and this is Federal Fallout, the 2025 Virginia Elections. This episode, I am really excited to have Chaz Nuttycombe on. He is the director of State Navigate, and he’s been doing a lot of great work with the polling, with his model, with early vote tracking. So just a lot to talk with him about. So I’m really excited to have Chaz on. Thanks for joining me.
00:22.66
Chaz Nuttycombe
Hey, thanks for having me on You know, i like Virginia years more than the even.
00:24.57
Sam Shirazi
So Chaz, before we get into it, I just wanted to see how you’re doing. I know it’s a really crazy time of the year and like, how are you balancing everything?
00:36.21
Chaz Nuttycombe
i mean, like last year, this time a year ago, was like writing a book pretty much. I wrote like maybe two or 300 something pages on state level elections, whereas, you know, I’m just writing an article and just you know, following up with folks and just making sure that you know, our our forecast is as good as it gets.
00:58.27
Chaz Nuttycombe
And preparing for election night with the NAVCAS, which will project the winners, as well as what is the live projected margin using the results coming in.
01:09.53
Chaz Nuttycombe
So, you know, just really at this point preparing for final final forecast stuff and and election night.
01:18.08
Sam Shirazi
Yeah, well, I know everyone’s going to be keeping a close eye and I recommend on election night having State Navigate open as well as following Chaz on social media. So I did want to get to these polls, which, you know, it’s really awesome that you are doing these polls, particularly the House of Delegates polls, because basically no one does that in a public way. And I think, you know, yeah there were polls in House District 86, House District 73. People can go look those up. But I did want to talk about the last House of Delegates poll you’re going to be releasing, which is in House District 64. So can you tell me about that poll?
01:51.49
Chaz Nuttycombe
Justin Fields’ know, first off, I want to thank the people who have donated for these polls, or know we had a sponsor for our first house delegate district poll as well
02:04.27
Chaz Nuttycombe
I am very fortunate that we were able to do this. I’m very fortunate to be working with the talented team, putting these together, people who are a lot smarter than me, frankly.
02:16.07
Chaz Nuttycombe
And yeah, so this last poll for a House of Delegates seat that we did is in House District 64. this is in Stafford County where Paul Mildy is running for reelection for his, you know, he just got elected first term in the house in 2023 running against Democrat Stacy Carroll.
02:39.99
Chaz Nuttycombe
And this one is full of federal workers. And I figured, well, you know, Sam, we got to debut this on federal fallout. given the shutdown going on especially i was interested in seeing you know if there’s maybe any kind of effect here and it does seem like there is a little bit so i’ll just kind of dive right into the numbers we’re recording this at 10 a.m on on friday happy halloween and this will be coming out toward the end of today today and then tomorrow we’re releasing our statewide
03:15.20
Chaz Nuttycombe
I’ll go over the statewide next, but let’s start on 64. So 64 is a, it’s mostly a non-college district in terms of its electorate.
03:28.56
Chaz Nuttycombe
Just like 50 some percent of voters don’t have a college degree, at least in 2024. And it is becoming increasingly diverse, both in age and race.
03:42.14
Chaz Nuttycombe
It’s like, maybe 20 something percent black, which I was surprised by. i and then I think it’s like 10% Latino, 3% Asian, something like that.
03:55.28
Chaz Nuttycombe
So, you know, this is a very competitive seat. We have this as a race that’s going to be decided by less than 2% either way. In our forecast, we have Paul Milding narrowly favored.
04:08.62
Chaz Nuttycombe
So the race for governor, it is 4948 spamburger this seat voted for trump by oh let’s see here i’ll have to pull up state navigate uh and go to our site to find out the number uh i believe it voted for trump by one to two percent let’s see here 64 voted for trump last year by 1.9 percent so just about two points so this district is moving, leftward on, uh, you know, in the race for governor, comes as no surprise.
04:43.64
Chaz Nuttycombe
so that is, you know, about a three point swing towards Bamberger. and then, and that’s kind of interesting. We look at our 73 poll because there was only a two point swing towards Bamberger from 2024, in, in that result.
04:57.36
Chaz Nuttycombe
Uh, and then, in the race for Lieutenant governor, John Reed has a three-point lead, 50 to 47, over Ghazala Hashmi. And then 50 to 46 lead in the race for Attorney General, where Jason Mieris has a lead over Jay Jones.
05:13.94
Chaz Nuttycombe
And then Paul Mildy has just a one-point lead, 49, 48, Mildy, in the actual House of Delegates race here. And I think that it’s not surprising the House of Delegates result. It’s not surprising at all.
05:29.71
Chaz Nuttycombe
You know, Millie’s been getting just heavily outspent on the airwaves. I feel like he’s been kind of lazy in his campaign this year. I think he hasn’t really taken his race that seriously. And i think in general, the Republicans haven’t.
05:45.45
Chaz Nuttycombe
But, you know, i I think that at the end of the day, we have him narrowly favored. Our poll has him narrowly favored. So, you know, if he wins, a win’s win. But this race is too close for comfort for him.
06:00.11
Chaz Nuttycombe
And I would also note that out of all of these polls that we’ve done for the House stuff, This one is definitely has the least amount of certainty.
06:10.95
Chaz Nuttycombe
it doesn’t have as many respondents as our other two House polls. And then it was also harder to get younger voters in here and non-college and minorities.
06:22.97
Chaz Nuttycombe
We still waited the 2024 electorate with those demographics and everything. But like in the actual raw sample, it was hard to get them. So I wouldn’t be surprised if this district flipped, quite frankly.
06:36.30
Chaz Nuttycombe
But I think the most interesting thing here is that Mieris only has a four-point lead in this seat that Trump won by two points, right? That House is District 73 poll, he had seven-point lead in a seat that voted for Harris by one point, right? That was a very good poll for him.
06:52.78
Chaz Nuttycombe
So he’s not really making up much ground here. And I’m wondering if It’s just because of the shutdown. I mean, but so we asked, we asked in the survey, who do people blame for the shutdown?
07:07.59
Chaz Nuttycombe
And I think ba if I’m remembering correctly with what we had in 86, this one’s a little bit larger with blaming Republicans. So 43% blame Trump slash Republicans in Congress.
07:21.16
Chaz Nuttycombe
38% blame Democrats. 17% blame both. blame democrats seventeen percent blame but And then we also asked how much of an impact is the federal government shutdown going to have on your vote this year?
07:35.47
Chaz Nuttycombe
33% impact at all. said barely any impact. impact. twenty percent said some impact twenty seven percent said large impact and thirteen percent said the biggest impact and you know when this poll comes out you’ll be able to see like you know who’s saying it’s having an impact and who isn’t but yeah so i think that is honestly unlike the 73 poll yesterday i think the 73 poll in chesterfield which is early versus meta was a good poll for the republicans relatively speaking i would say this one is a good one for the democrats even though you know know um
08:23.00
Chaz Nuttycombe
so you know, they’re they’re down one point in the House of Delegates race. I think, relatively speaking, especially that AG number, that’s a good number for them.
08:33.00
Sam Shirazi
Yeah, so super interesting stuff. I appreciate you going through all that. I did want to kind of follow up with a specific question about the shutdown and also kind of the federal fallout from Doge earlier in the year.
08:44.82
Sam Shirazi
i mean, do you think, I mean, there’s some kernels in here. Obviously, it’s one poll, but I wanted to talk compare it also to the eighty six House of Delegates district poll where the Democrats did pretty well in that poll.
08:57.59
Sam Shirazi
Obviously, Nova, Hampton Roads feeling more of the federal fallout potentially than the Richmond area. do you think there’s this dynamic where Democrats are benefit benefiting from federal fallout shutdown?
09:10.24
Sam Shirazi
could make an impact in the House of Delegates in and Hampton Roads, Nova, and then potentially, obviously a lot of votes in Nova potentially could save Jay Jones in the sense of people are just going to vote straight ticket because they’re mad about what’s going on with the Republicans in D.C.
09:27.01
Chaz Nuttycombe
You know, I think that I guess the answer is maybe. I mean, it’s, you know, I’m in Richmond, so I’m a little blind to like the impacts of federal government stuff, the federal government shutdown.
09:41.49
Chaz Nuttycombe
I think that, think that may be part of it. We didn’t ask in the 86 poll how big of an impact the shutdown is having, but, you know, a plurality of respondents said they blit and blame Republicans.
09:56.36
Chaz Nuttycombe
and, but, you know, I mean that, that Cordoza number running behind, with some Sears is mainly just because of the negative ads gone against them.
10:07.13
Chaz Nuttycombe
so, I mean, I think that the shutdown is having an effect in some of these seats. It looks like I would say with 64 86.
10:16.96
Chaz Nuttycombe
73, not so much. I think that’s a valid theory. i think also, you know, with 73, I think why that wasn’t a great poll for Dems is because of just the kind of, let’s let’s say, ancestral Republicans there.
10:30.98
Chaz Nuttycombe
But, yeah.
10:32.45
Sam Shirazi
Well, I had one other question on this poll before we move on, because I know we got so much else to cover. Both in the 86th district and in this district, I think kind of traditionally the Republicans have a turnout advantage.
10:45.19
Sam Shirazi
And you noted that there’s kind of younger voters now moving into this district, more diverse district. Is there a potential that, you know, maybe if you just poll it like... It shows the Democrats are doing well, but then when the actual votes come in, the Republicans end up overperforming because the Democrats just can’t get the turnout there they need in the district.
11:03.72
Chaz Nuttycombe
Yeah, I think that’s a good point. I mean, look, in our in our waiting for our statewide poll, and you can see this in other previous Virginia elections, the election is usually wider than the presidential result.
11:17.66
Chaz Nuttycombe
But I think it’s silly to like, you know, like so so our House polls are weighted to the 2024 recall, just about. But we also look at the EV, the early vote is or the or the overall vote for this district is probably going to be even between Trump and Harris instead of like Trump plus two.
11:36.72
Chaz Nuttycombe
Looking at everything thus far, I think this is going to be a nail biter, quite frankly, in House seat. But, you know, if you’re going to wait to the recall, you got to wait to the demographics that were up that year as well by age and race.
11:48.55
Chaz Nuttycombe
I think it is... I think anyone that doesn’t has an agenda. If you’re not going to wait, you’re going wait by the overall electoral result, but not the electoral demographics. And what are you doing?
12:00.60
Chaz Nuttycombe
Right? Like that you’re, you’re, it’s like, it’s, it’s not really the like scientifically sound, I guess, for lack of a better term.
12:11.36
Chaz Nuttycombe
But yeah, I mean, look, you know, we we’re, I would be surprised if middle day became the underdog in our forecast. but you know, he doesn’t even have like a 60% something chance of winning in our final forecast. Probably.
12:26.61
Chaz Nuttycombe
I mean, right now, as we’re recording this on Friday, he has just a 58% chance of winning, right? He’s up by 1.3%. and i mean, his, his early vote looks quite frankly, pretty bad, from everything that I’ve seen.
12:42.100
Chaz Nuttycombe
uh and and this is part of why you know i think that he’s he may get caught sleeping at the wheel election day or election night i should say but you know we’ll see i think at the end of the day he’ll probably still be favoring our forecast by election day so but yeah
13:03.48
Sam Shirazi
All right. Well, super interesting stuff. Really appreciate doing these House of Delegates polls. As I mentioned, you know but you basically never get them, at least publicly released. So just appreciate all the work State Navigate has done and you know your team has done and the donors to to get the these polls out. And I thought you did a good job doing one in Hampton Roads, one in Richmond, one in Nova, so we can compare and contrast.
13:24.71
Sam Shirazi
So I did want to turn to the statewide poll because obviously most people who aren’t following the ins and outs of the House of Delegates are probably more interested in the statewide numbers, particularly for governor and attorney general.
13:35.79
Sam Shirazi
So I will turn it over to you to go over the statewide poll.
13:40.34
Chaz Nuttycombe
Yeah, absolutely. I’m going to skip the executive approval stuff. Obviously, we all know that Governor Yunkin is going to be, you know, in a good place compared to Donald Trump.
13:52.66
Chaz Nuttycombe
So those numbers will be out. I know that everybody’s just interested in the top line, so we can go over the top lines here. So the overall vote in the governor race in our poll,
14:07.77
Chaz Nuttycombe
is 54 to 41 for Spanberger. 54% of vote likely voters say they’re voting for Spanberger. 41% spanberger forty one percent save air voting for Sears and 4% do not know. And then the race for Lieutenant Governor, it’s a little bit closer, but not by much. 53% say they are supporting Hashmi.
14:26.42
Chaz Nuttycombe
41% say they are supporting Reed and 5% don’t know. they are supporting read and five percent don’t know And then obviously the closest race is that for attorney general.
14:38.10
Chaz Nuttycombe
And it’s closer than compared to our previous one. And I’ll talk about a little bit of kind of a change in methodology or weighting really for this one compared to the previous one.
14:48.88
Chaz Nuttycombe
But for attorney general, is 49% Jones, 46% Mieris, 5% don’t know. forty six percent mieris five percent don’t know And then in the House of Delegates generic ballot 53% say they will support the Democratic candidates 42% say will support the Republican candidates so three point lead for Jones 11 for the House of Delegates generic ballot 12 for Hashmi 13 for Spanberger.
15:20.39
Chaz Nuttycombe
We also asked the about which of the following issues would have the biggest impact on your decision of who you’ll vote for in the upcoming election. Select up to three.
15:31.03
Chaz Nuttycombe
So this is kind of the thing that separates our poll from these others, right? I think like something that is annoying that I see is like when pollsters just ask, what is your most important issue? It’s like, okay, they’re going to select the economy, right? It’s always going to be economy or like something like that.
15:47.14
Chaz Nuttycombe
what is your most important issue and they don’t actually ask more often than not like what is what is actually going to have an impact on your vote this year right so we asked that and let people select up to three uh so we had inflation cost of living protecting democracy health care immigration crime and public safety education transgender policies jobs political violence and something else so uh 53 of respondents selected inflation slash cost of living 44 selected protecting democracy 42 selected care selected immigration selected crime selected education
16:33.63
Chaz Nuttycombe
seventeen percent selected transgender policies sixteen percent like a job sixteen percent so i could political violence and four percent selected something else so this it looks like it’s pretty good for the Dems I mean spamber has been just pounding on the issue of inflation slash cost of living Sears who has made transgender stuff the vocal point of her campaign you know only uh 17 percent of
17:04.83
Chaz Nuttycombe
you know, respondents selected that as one of their issues. So, and, you know, protecting democracy being up there, that’s probably going to more Dem-leaning, I think,
17:15.94
Chaz Nuttycombe
that’s a good sign for them. Also, immigration only being at 30 and crime and public safety being at 25, I think is also a sign of the changing electorate compared to last year, right?
17:28.42
Chaz Nuttycombe
Immigration, not really as salient compared to 2024. That was an issue that Republicans won on. And and Yeah, so those were the horse race questions we had.
17:42.96
Chaz Nuttycombe
So a little something different from this poll compared to the previous one. I’ll have, I guess, a little bit of a mea culpa. So we waited the previous poll between 2017 and 2021 exit poll.
17:56.38
Chaz Nuttycombe
However, upon rereading Catalyst, which is a Dem group, but you know their their data is very neutral on this project. They put something together talking about what happened in Virginia in 2021 and have a lot of comparisons between previous Virginia electorates going as far back as 2009.
18:18.37
Chaz Nuttycombe
And the biggest difference is that our previous sample was too college educated. Probably narrow majority of likely voters this year are going to not have a college degree.
18:33.18
Chaz Nuttycombe
and then another difference is the way we weighted party ID. our independents were more democratic leaning, uh, than the previous one, for the previous sample.
18:45.27
Chaz Nuttycombe
so what I did is I still looked at, a, uh, so, uh, instead of looking at the, uh, exit polls, which do not push party ID.
18:56.19
Chaz Nuttycombe
Chris Price- What I did in our elections coordinator Michael Foley did was we looked at previous ap vote cast data, these are these big let’s kind of say exit polls with raw data and to play around with it, so we use the same way that we create our lb samples just thereabouts.
19:15.96
Chaz Nuttycombe
And we’re able to look at the AP vote cast in Virginia in 2018, 2020, 2021, and 2024. And then just looking at previous Gallup quarterly numbers to look at where the likely party ID is going to be.
19:33.55
Chaz Nuttycombe
So instead of just waiting by the non-pushed party ID, non-pushed meaning like without leaners, right? You know, we asked a follow-up question that people say who are independent the first time.
19:44.79
Chaz Nuttycombe
which party you generally lean toward right so we’re now waiting on this that follow-up with like the total the cumulative amount of like how many people say they are you know they affiliate themselves with the democratic party or they lean toward a democratic party same with republican or neither so right now we have a plus eight party id So 49% of likely voters say that they identify with the Democratic Party, they lean toward it. 41% with Republicans and 10% neither.
20:19.75
Chaz Nuttycombe
So, you know, I feel better with this approach compared to the previous one. Just given, you know, the AP Vocats data and the Catalyst data, I’m glad that I reread that.
20:32.79
Chaz Nuttycombe
and Because like the 2017 exit poll is hot garbage, pretty quite frankly. I mean, it was totally inaccurate. It had like 20% black, for example, when in actuality in 2017 and 2021, it was 17% black.
20:48.48
Chaz Nuttycombe
So, you know, we’ve also just changed a little bit of weights all around with, you know, race and education, age as well. So our overall like demographics, I guess, kind of got more friendly to Republicans, but like with the party ID, which was also not quite accurate in those, you know, those exit polls look like, we changed it to looking at AP VoteCast data and Gallup data for their national quarterly stuff.
21:18.80
Chaz Nuttycombe
And so like a D plus A party ID would track pretty much with where things are expected to land, given that Trump is in the White House and is deeply unpopular and where things were in previous AP Votecast stuff.
21:33.09
Chaz Nuttycombe
i posted I posted those numbers on Twitter, as well as where the Gallup quarterly numbers are, which I think was like D plus seven in Q3 nationally, which is higher than Q3 2017. yeah. that’s so yeah so that’s And at the end of the day, what’s going to change it the most, were talking about waiting for like, you know, those top lines are going to be that party stuff.
21:58.35
Chaz Nuttycombe
but still the demographics for this are, I guess kind of more friendly to Republicans compared to the previous one. Uh, cause we actually went with the hard data, the voter file, all that sort of thing.
22:09.17
Chaz Nuttycombe
rather than these like kind of messy exit polls, particularly the 2017 exit poll, which is very messy.
22:15.66
Sam Shirazi
Yeah, so super interesting stuff. And I mean, I really appreciate giving people a breakdown of how you came up with those numbers. And I thought it was interesting, even though, you know, you tried to make some more favorable assumptions to the Republicans, or or at least kind of trying to make it more balanced.
22:29.83
Sam Shirazi
The outcome hasn’t really changed that much from your previous poll. And I wanted to ask you about that, because when you when your previous poll came out and it showed a good result for the Democrats, I think You got some flack, people saying, oh, yeah you know you’re obviously like biased, and which I don’t – I know State Navigate has to be neutral, and I know you really know Virginia well, and you want to be right. I think that’s your number one goal.
22:50.35
Sam Shirazi
And you know since your poll, there was the YouGov poll, which found Spanberger up by like 15, which also is a universe where things could be going pretty well for the Democrats. Yeah. you know Could you explain you know why you think this poll makes sense in the context of a lot of other pollsters being very, i would say, not politically conservative, but just kind of, I think, shell-shocked from 2024. They really don’t want to get it wrong again, and they are trying to make a lot of assumptions that are very favorable to the Republicans, showing Spanberger’s still up, but just not maybe as much as your poll is showing.
23:24.96
Chaz Nuttycombe
Sure, absolutely. Look, my motto when it comes to forecasting, I guess now polling as we get into this is I don’t care who wins. I care about being right.
23:36.82
Chaz Nuttycombe
Right. At the end of the day, my job as a forecaster is to look at previous data that can inform the present and look at, you know, obviously current data but that can inform the future.
23:53.16
Chaz Nuttycombe
so I’m a student of Virginia history in a lot of ways. but favorite class in college but or one of my favorite classes in college, but you know also not just like actual, you know like the kind of thing you learn in class, but like also, you know it’s important to compare to previous, you know, editorial elections or really any election in Virginia.
24:14.84
Chaz Nuttycombe
The party ID in Virginia in 2024 with pushed respondents, you know, that meaning like you include the leaners and everything, right?
24:28.44
Chaz Nuttycombe
was like D plus three. You have a lot of pollsters who like, bless their heart, are waiting to 2021, 2021, 2021, which I think is a mistake because in every single gubernatorial election over the last pretty much 50 years, the out party has had a turnout advantage.
24:49.11
Chaz Nuttycombe
It can be a slight advantage, but or it can be a big advantage right talk about 2009 for a big advantage talk about you know 2013 for only a slight advantage right republicans still had that turnout advantage compared to the previous presidential election right so i’ll just read all these party id numbers with ap votecast stuff it was d plus 10 in 2020 plus in uh 2018 for six in twenty eighteen Uh, that was with a lot of independents though, who probably skewed toward the Dems. That was 12% independent.
25:22.77
Chaz Nuttycombe
it was R plus three in 2021. so for me to, like, I’m not one to herd. I don’t care what other pollsters have to say.
25:35.05
Chaz Nuttycombe
i just look at the previous data and look at like, okay, using the actual hard data, And, you know, i’ve I’ve learned as, you know, compared the previous one, that exit polls are not really good hard data.
25:49.25
Chaz Nuttycombe
But, you know, like looking at the actual hard data, this is probably what the electorate is going to look like, I think it’s, it’s hackish to say that this electorate is going to be like anything better, anything better than like,
26:08.84
Chaz Nuttycombe
Harris plus six. I think that you have found the last quaalude and you’re riding that to high heaven if you think that this electorate is going to be redder than 2024.
26:24.49
Chaz Nuttycombe
You can say like, okay, well, maybe it’s only Harris plus seven. and I think there’s reasonable argument for that. That is only a hair bluer, kind of like 2013, right? And the inverse of that.
26:34.64
Chaz Nuttycombe
where it was only a little bit redder. But, you know, especially like 2021, though, where in demographics and partisanship, it was, you know, everybody was angry at Biden.
26:48.23
Chaz Nuttycombe
And so you had a lot of Republicans come out in droves. I was at the Jason Mieris rally, actually, kind of on this note, I think about 2021. I think, you know, I’ll just, like I tweeted out because it was very apt that you know the room was probably don’t know not even a third of the size that it was in 2021 yonkin had a rally there at this mieres thing it was so quiet you could hear a mouse fart and you know i had was standing right next to i don’t know like some lady with chesterfield county republican party that she was talking to i think someone on mark early’s campaign and she was saying like you know we aren’t really getting
27:29.27
Chaz Nuttycombe
like many volunteers this year. We need volunteers, I guess, because, you know, Donald Trump’s in the White House. And so people kind of want to sit out. I mean, this is just a thing, right? It goes against Virginia history to be like, oh, yeah, we’re waiting this to 2021.
27:43.95
Chaz Nuttycombe
This is what, like, this is another 2021. Now, that being said, that being said maybe in the statewide margin for ag it can actually be closer to 2021 or jason meares gets a narrow victory but it’s not going to come from like a very republican friendly electorate it’s going to come from him winning over democrats in our current poll and our previous poll he’s getting seven percent of spamburger voters right and then if there’s like two or three percent
28:12.61
Chaz Nuttycombe
You know, like, like’s say, let’s say he’s, he’s capped at seven now, because this poll was conducted, you know, about a week after the previous one. Let’s say he’s capped at seven. He probably needs like two, maybe 3% of Spanberger voters to not vote for the AG base. base. And obviously you can play around with that math. If it like, okay, then maybe he gets 8% of Spanberger supporters or something. Right.
28:35.21
Chaz Nuttycombe
I think at the end of the day, like the, the point of no return, for me, Aris is like, if Spanberger is winning by, i don’t know, 10, maybe, maybe 11, depending on how these undecideds break.
28:51.44
Chaz Nuttycombe
Right. for where he can’t win. I would be surprised, very, very surprised. I think it’s possible, but I just have hard time seeing it where Spanberger is winning by like 12 and me Aris is pulling it out by an ad highbrow or something.
29:07.40
Chaz Nuttycombe
Right. But yeah, I mean, look, I think it is, you know, and and anybody who looks at polling can tell you it is good that there isn’t hurt. We have these buckets of Republican pollsters who, are trying to do, are trying to satisfy their clients, and putting out numbers that are not in reality.
29:28.37
Chaz Nuttycombe
Bamberger only has like a two 5% lead. right Cough Cough Trafalgar putting Donna Charles on the ballot, getting 4%.
29:40.65
Chaz Nuttycombe
Bowtie boy over here just, you know, puts out very, very funny polls. So, and then you have the second bucket, which is like the colleges who are doing these weightings to like, you know, maybe they’re doing 2024 2021.
29:56.81
Chaz Nuttycombe
Not all of them. I don’t think, I don’t think that GMU weighted 2021 2024. and think that’s how they got spamburger plus 12. and then you have these other buckets which that we are in where spammers lead by double digits more often than not that has a democratic turnout advantage which would be more in line with virginia history for when the republican is in the white house so you pretty much have three buckets of these polls
30:27.42
Chaz Nuttycombe
and one of those three buckets is going to be right. so, you know, we’ll have to wait and see, where things land and which one of those buckets is right.
30:40.20
Sam Shirazi
Well, it’ll certainly be interesting when the results start coming in, what ends up happening. I did want to shift a little bit to your forecast, although I will bring up the polls as necessary.
30:51.08
Sam Shirazi
I will go through governorne Governor and Attorney General first, although I did want to spend more time on Attorney General. So the State Navigate forecast, really good. Recommend everyone go take a look at it.
31:01.72
Sam Shirazi
For governor, it’s pretty dramatic. It says at the top, Democrats are virtually certain to win the race for governor. You give Abigail Spamberger a 98% chance of winning.
31:12.32
Sam Shirazi
You say that she will get, you’re projecting her to have 55.6% of the vote versus 44.4% for Winston Earl Sears. And I should say that this is as of time of recording, these slightly change with more polls and other things.
31:27.72
Sam Shirazi
That’s around where your poll is. i mean, could you explain Just, you know, how the forecast is giving such a certain number for Spanberger to win.
31:38.71
Chaz Nuttycombe
Yeah, absolutely. And look, you can go to our website to read more on our methodology. you know, we have a certain percentage of the weighting towards fundamentals. And, you know, looking at like the current economy, pretty much since the start of a presidency, looking at approval ratings for the presidency.
31:57.11
Chaz Nuttycombe
That kind of and so that’s part of why, like, you know, Jones has a narrow lead in our forecast, for example. so because I’ve been burned by polls before, so it’s like, no, we’re not just going to build a purely poll model. That would, that would be a polling average. Right.
32:13.20
Chaz Nuttycombe
so we actually look at the fundamentals of partisanship, looking at, uh, you know, economic indicators like, uh, change in inflation from the beginning of the presidency, uh, through current, uh, changes in unemployment, that sort of thing.
32:29.94
Chaz Nuttycombe
and you can read all about it. By going to state navigate that org slash Virginia and go into our articles and looking at our methodology. But yeah, I mean, yeah, look, Spanberger is going to governor.
32:40.62
Chaz Nuttycombe
That’s just a fact of life. If you think that Spanberger isn’t going to be governor, you know, i’ve I’ve got a nice lifelong house for you on Tanger Island.
32:51.20
Chaz Nuttycombe
which will totally not sink in your lifetime, right? that’s the That’s the Virginian little joke there. But yeah, so I mean, she’s going to win. The question is by how much Spanberger’s going to win the governor race by. And the Republicans know that.
33:06.30
Chaz Nuttycombe
The Republicans know that, all of them in Virginia, right? Like it was in the summer where Terry Pilko was like, we’re just trying to make this 2001 where we get the AG to scrape by, right? So yeah.
33:18.49
Sam Shirazi
Yeah, I mean, not a whole lot to say about governor, given given those odds. I did want to just briefly talk about lieutenant governor because it doesn’t get a lot of attention of the statewide, of the three statewide races. you say or State Navigate says Democrats are strong favorites to win the race for lieutenant governor.
33:32.87
Sam Shirazi
You give Ghazala Hashmi an 89% chance. She is projected to get 52.2% the vote versus for John Reed, 45.8%. Again, this time of recording. point eight percent again time of recording I think the question for LG, and there’s been some polls where Hashmi is only up by like 2%. I mean, I think that’s mainly name ID. Most people just expect straight voting in the LG race.
33:55.72
Sam Shirazi
I mean, how much ticket splitting do you realistically see in the LG race?
33:59.52
Chaz Nuttycombe
Yeah, I mean, look, Abigail Spanberger becoming governor is as certain as his son coming up in the morning, whereas Hashmi becoming lieutenant governor is as likely as it is, you know, each day that it’ll rain in Seattle.
34:13.66
Chaz Nuttycombe
There are some sunny days, right? There’s a one in 10 chance where Reid wins. and so I’ve seen those one in 10 chances happen. You do have some polls where, you know, Hashmi only has a narrow lead.
34:26.66
Chaz Nuttycombe
But they’re more undecideds and they absolutely lean Spamburger. And, you know, really have much ticket splitting in our poll. I think like Hashmi, if I had to guess, maybe 4% of the most run but runs behind Spamburger. I would be kind of surprised if it were more than that.
34:43.53
Chaz Nuttycombe
But I think predicting ticket, I mean, look, predicting ticket splitting for any of these races is really hard. But I would say, especially for LG, because it’s just like you have so many undecideds.
34:54.81
Chaz Nuttycombe
but yeah, we have, you know, Hashmi leading by six, Spanberger leading by 11. So we’ve got like a five point gap, in our forecast. So I, you know, I can see that happening.
35:05.41
Chaz Nuttycombe
question is whether those undecideds are gonna, you know, who are voting for Spanberger are gonna go to, uh, Hashmi or whether, you know, to John Reed’s campaigns slogan or or whatever in their advertising, are they gonna want a check on Richmond because they know that Spanberger is gonna win, right?
35:21.98
Chaz Nuttycombe
So, but either way, i mean, Hashmi is incredibly likely to become the Lieutenant Governor.
35:26.24
Sam Shirazi
Yeah, not not too much of a surprise there. I did want to spend or ask specific questions about attorney general race. Obviously, that’s going to be the big statewide race in terms of the results coming in. We didn’t necessarily think it would be that close, but obviously in the last month, the change the race has dramatically changed.
35:42.86
Sam Shirazi
Still, you say, or the State Navigate model says Democrats are moderate favorites to win the race for attorney general. Jay Jones is projected to get 51.2% of the vote, and Meares is projected at this stage to get 48.8%. Obviously, that could change before Election Day.
35:59.86
Sam Shirazi
In terms of the percentage of who might – the chances of who’s going to win, you give Jay Jones 68% chance. You give Meares 32%, so about 2 to 1 for Jones. think people – i think people I’ve seen a lot of people saying like a lot of polls are coming out, you know, Miara’s is like 48, 46, or it’s Miara’s like 46, 45. And so almost every poll except yours, Miara’s is typically up in the polls.
36:23.00
Sam Shirazi
And so I think a lot of, People who just look at the straight polls are like, well, yeah, Miara’s is going to win because he’s like up in every poll. I did want to point out in 2021, in most of the polls, except maybe some of the Republican polls, Herring was up in in most of the polls. So I do think it’s more complicated. As you mentioned, ticket splitting is super complicated.
36:41.70
Sam Shirazi
In a race like this, it’s going to be like ultra complicated. You know, given the kind of conventional wisdom, like Miara’s has the money, he has the scandal, all this stuff. you know Why do you still at this stage give Jay Jones a 2-1 odds that he’s going to win?
36:55.72
Chaz Nuttycombe
Well, look, it has to do with the fundamentals part of the model, right? I mean, again, we just did polling, a polling average, but yeah, the units would be ahead. But I’ve been burned by polls too many times before. So using actual fundamentals and previous ticket splitting history is is useful.
37:12.08
Chaz Nuttycombe
Going back to, i think I think our model for previous ticket splitting, I think it goes back to 2005. So, but, you know, there’s probably going to be more tickets. I think we’re probably going to see as much but a difference in the margin between go and AG, if I had to guess, as just about there was in 2013, when there was an 11-point difference between lieutenant governor race and attorney general race.
37:38.92
Chaz Nuttycombe
But yeah, I mean, look, Mieris has skyrocketed in our forecast for the last few weeks. I mean, bar bar none. that’s That’s a fact of life. Jones has been losing a lot of ground.
37:48.77
Chaz Nuttycombe
I mean, Mieris had like what, 7%, 8% chance at the beginning the month. He’s now at a 32% chance. jones is only ahead by what uh 2.2.3 right and look our poll is going to come out uh it hasn’t even added to the model uh you know this poll that is right off to you it will tomorrow and then you know there’s atlas intel coming out and emerson coming out and you know we will we will see maybe miris can take ahead
38:21.60
Chaz Nuttycombe
But, you know, I think at the end of the day, the thing that’s hurting him the most is, like, you know, the the fact that Spamberg is leading by, like, 11.
38:31.11
Chaz Nuttycombe
So, but look, I mean, Mieric is probably going if I had to guess, he’s probably going to be around, like, you know, he’s probably going to be at least a 35% chance, maybe, like, 40-something percent chance that he wins.
38:45.25
Chaz Nuttycombe
If I had to guess where things... move in our model toward election day, but I don’t know because I i don’t know what other pollsters are showing. don’t even know what our poll or our model is going to show when we add our poll and take out our old one, right?
39:00.00
Chaz Nuttycombe
So at the end of the day, i wouldn’t be surprised if Mieris won. I wouldn’t, right? But I think to your point where Mieris is typically getting 46% of the vote,
39:13.86
Chaz Nuttycombe
that is i think the question are the is the shy j jones voter theory real right and i think there’s like some evidence of that you know there’s a typical non-response bias among candidates or supporters of of voters of candidates i should say not supporters but voters of candidates who have scandals i’ve the only situation that it hasn’t happened in my time of looking at elections is the governor race in North Carolina last year where the polls got it right on the margin.
39:55.11
Chaz Nuttycombe
But yeah, I mean, look, Mieris is favored to win a lot of Harris counties or counties that flip from Biden biden to Trump. He’s favored to win Prince Edward County by almost five points. He’s favored to win Surrey County by almost two, Virginia Beach by one and a half.
40:12.67
Chaz Nuttycombe
Stafford by almost four. Montgomery by almost one. Radford by almost two. Chesapeake, he’s up by about half a percentage point.
40:23.95
Chaz Nuttycombe
And then, you know, he’s only down half a percentage point in like James City County. So this thing is going to come down to the wire. I mean, I would be surprised if this race is called unless people are very fast with reporting results at the registrar’s offices.
40:38.90
Chaz Nuttycombe
I’d be surprised if this race is called before 9 PM or like 8 30.
40:45.23
Chaz Nuttycombe
So this thing is going to be pretty tight, I think. But yeah.
40:50.89
Sam Shirazi
All right. Yeah. I mean, statewide AG, everyone’s going to keep their eyes on that on election night. I did want to also talk about House of Delegates. I’ve said this before. It doesn’t get a lot of coverage, but I think these are super fascinating races. State Navigate does a good job covering the House of Delegates.
41:07.40
Sam Shirazi
In terms of your model, Democrats are overwhelmingly favorites to win a majority in the House of Delegates. I don’t think anyone is really, you know, sitting up thinking, are the Democrats going to win a majority? I think it’s pretty obvious the Democrats are going to win a majority.
41:19.95
Sam Shirazi
You’re giving them a 94% chance of winning the chamber with a 12% chance of a supermajority. Republicans only have a 6% chance of winning it. you You know, the the model will kind of change as the final polls are entered. So but at a time of recording, you have the Democrats flipping eight seats.
41:38.39
Sam Shirazi
And I think the question specifically in the House Delegates that I’m grappling with, you know, I’ve kind of given up doing the race specific stuff because I think some of these are just so close. And I told people, you know, I defer to you. and mean, my prediction is Democrats are going to win a majority, but go look at State Navigate and go look at Chaz for the specific projections.
41:57.83
Sam Shirazi
In some of these races, I mean, literally, you know, we know it’s probably going to come down to a few hundred votes, potentially a few dozen votes. I mean, at that point, like, how do you really project? I know you have the model, but like, like, how do you how do you pick? Because for some of these, it’s so hard to to get a sense of, okay, who’s going to pull it out by like a few hundred votes?
42:18.42
Chaz Nuttycombe
Yeah, so look, we use a whole bunch of stuff. We use previous presidential, we use previous house, we look at fundraising, we look at trends and you know any any non-public data that kind of goes in on the back end.
42:34.96
Chaz Nuttycombe
yeah, mean, so yeah i mean I feel pretty good about the forecast, but look, I know kind of a claim to fame I have in Virginia is, oh, he got every single state, let’s say district right in the Virginia General Assembly in 2023.
42:47.28
Chaz Nuttycombe
I don’t think that’s going to happen this year. Point blank period. I don’t think I’m going to get it You know, that in this forecast I worked on with Jack, my development director, i don’t think we’re going to get 100 out of 100. And the reason why is because it’s like very hard to predict these gubernatorial years in terms of like what the electorate is going to look like, right?
43:05.59
Chaz Nuttycombe
where it’s like 2023 or like, you know, just any election where you have both the Senate and house out before that presidential, you already have like two whole elections to work with, uh, to where you’re able to see what the electorate is looking like in these, years where the presidency isn’t on the ballot. You’re able to see just how fired up the party out of power is.
43:25.25
Chaz Nuttycombe
Right. and you, you want to look more on methodology. You can go to the methodology article. you know, I feel our goal. has always been from the beginning to just get 97 seats, seats. And I’m happy.
43:38.70
Chaz Nuttycombe
gubernatorial years previously, Jack and I worked on a forecast for the house and that got, uh, 2021 and that got 96, right? 2017, when I did this, it’s a hobby. I got 96, right? If I get a 97, with, or in this, you know, Jack and I get a 97 in this forecast, then we’re happy.
43:59.80
Chaz Nuttycombe
So there are like five seats that I feel like I would not be terribly surprised that they went the other way. one of them is actually Ken Taylor’s.
44:10.42
Chaz Nuttycombe
I wouldn’t be terribly surprised if she won. Democrats aren’t great at giving out black voters out of the Affematics. But Petersburg is seeming to catch up a little bit in the EV in the last stretch of this campaign.
44:23.15
Chaz Nuttycombe
So, you know, I mean, we have, Kim Taylor with like only a 20% chance of winning 21 be exact as we’re supporting. So still a heavy underdog. But I wouldn’t be surprised despite the forecast that one going the other way, just knowing what goes on south of the Appomattox River.
44:41.19
Chaz Nuttycombe
Same thing with Carrie Poiner. She’s got Hopewell. If you read a great article I did on what I call the curse of Hopewell, it pretty much always bolts to the right, trends to the right of the state in the gubernatorial years.
44:54.76
Chaz Nuttycombe
Black voters in Hopewell just do not come out these gov years, right? Like Ralph Northam barely won Hopewell in 2017.
45:02.44
Chaz Nuttycombe
But it actually didn’t trend to the right in 2021. So maybe the curse is broken. We’ll see. We have Carrie Coiner as a slight underdog, down by two and a half, 64% chance she loses.
45:15.34
Chaz Nuttycombe
The other ones that I would not be terribly surprised they went the other way Milday, Green, and Higgins.
45:26.51
Chaz Nuttycombe
So that’s 30, 69, and 64. So they’re like, I think on a worst case scenario night, it’s kind of like, Kevin Nielsen, 2021 to where like you know we had a 5248 Republican House right became by a different path I had Rodney will it and when could I just losing. Kevin Nielsen, And then you know the forecast also showed Kim Taylor and AC cordoza losing instead all of them one. Kevin Nielsen, And we still have the 50 to 40 Republican House, but just by a different path so worst case scenario, I think our forecast only gets 95 seats right, which I would not be very happy with.
46:01.52
Chaz Nuttycombe
Kevin Nielsen, But. you know the goal is 97 that is my floor the floor i have for you know the kind of tradition i have now of like whether i get to open a nice bottle of scotch and you know i get it from scotland i was just there this summer and and picked up a bottle in glasgow and it looks delicious i only get to open the bottle if our forecast gets 97 seats right and all three statewide contest right.
46:31.76
Chaz Nuttycombe
So we’ll see if I get to open the bottle or not.
46:33.81
Sam Shirazi
Well, I hope for your sake you get to have some nice scotch on election night if your forecast doesn’t end up being correct. And yeah, so I wanted to ask you kind of a combination question because you had posted about this theory you had, and I also wanted to ask about early vote.
46:40.37
Chaz Nuttycombe
yeah
46:49.97
Sam Shirazi
So I think a lot of... you know, election forecasters and stuff are kind of stuck in 2020 when they think, you know, early vote is super Democratic and Election Day is super Republican. think every year since 2020, there’s kind of been this depolarization of voting methods.
47:06.27
Sam Shirazi
you know it’s hard I think election day is always this wild card. You don’t know who’s going to show up. 2021, there was a bit of a rural surge that really helped Yunkin win.
47:16.43
Sam Shirazi
i think there’s a possibility this year that if Democrats can get out younger voters, they can get out black voters, there could be more of a blue surge. But then again, those people might not show up because Democrats just can’t get them out.
47:29.02
Sam Shirazi
Could you talk a little bit about what you’re seeing in the early vote and then what you think election day might look like?
47:35.72
Chaz Nuttycombe
Yeah, satellite Saturday is going to coming tomorrow. Be interested to see what happens in these especially large blue localities and everything. You know, I think Democrats have a Loudoun problem, and I think they know that, particularly with Asian voters there in southeast Loudoun.
47:55.26
Chaz Nuttycombe
Question is if they come out on Election Day, maybe they come out on Election Day and the Dems are fine Loudoun. David Price- Republicans, I think, are definitely more struggling the early vote you know, despite the satellite delays in like Richmond I mean Richmond still at 63% or really day. David Price- amount votes in 2024.
48:14.34
Chaz Nuttycombe
it’s same day amount of vote in twenty twenty four That’s running just a little bit behind Hanover at 67%. The statewide average is, or so sorry, not statewide average, of statewide as a whole for same day amount of votes cast early this day in 2024, give or take a day, is 61% as it is reporting.
48:35.26
Chaz Nuttycombe
Even though there are these delays in Fairfax and Prince William, Fairfax at 56 and a half, Prince William at 57.4. But these like localities where Republicans really need good turnout are not really coming out strong. Like there aren’t any satellite delays or anything in Campbell. It’s at 59 half.
48:52.06
Chaz Nuttycombe
Andrew Bickford, Bedford 60, Roanoke 61. That’s just running even with the state. And then like you have all these Southwest counties, you know, Buchanan at 47, Dickinson 52, Wise 49, Lee 49, Scott 49, right? So you can, and then, you know, but so it’s just like these big counties that are Republican leaning, that are populous.
49:17.82
Chaz Nuttycombe
that were pretty much the reason why Yunkin won 2021, they’re not really having this EV advantage compared to this time a year ago. And look, the EV is probably on the low end, going to be like 40%. For like overall electorate, early votes probably going to be like 40% of the entire electorate.
49:39.08
Chaz Nuttycombe
I would guess probably going to be closer 44 to 46%.
49:45.12
Chaz Nuttycombe
But it’s hard, like trying to think about election day is hard. But that being said, I feel like it’s pretty ingrained that we’re going to get lower turnout compared to 2021. It could be anywhere between 46 to 53 percent.
50:02.76
Chaz Nuttycombe
If I were to guess right now, it’s a big range, but it’s just hard to think about who’s coming out on election day. And election day is going to interesting. I mean, Mieris is going to win election day, but Spanberger might. In 2024, election day was Trump plus five.
50:20.18
Chaz Nuttycombe
So, you know, it was about 10 or 11 percent right of the statewide result. But this election day has been getting bluer and bluer as, you know, Republicans have been doing a better job at getting out their voters to vote early.
50:36.59
Chaz Nuttycombe
And keep in mind, it was like 2020 when we had the beginning of this, you know, expansion and access to early voting, right? 45 days of early voting and everything. 2024, 52% of the entire Virginia electorate voted early. Again, and when i say voted early, it’s either by in-person or by mail, early in-person or early by mail.
50:58.94
Chaz Nuttycombe
So we’re probably tracking closer to 2024, guess, because like 2021, only 36 or 37%.
51:03.70
Chaz Nuttycombe
only thirty six or thirty seven percent of the overall electorate voted early. So, yeah. And here’s the thing about election day. i mean, besides like, I’m not expecting like enormous turnout on like 2021.
51:18.24
Chaz Nuttycombe
But what what I think is going to be interesting just something that kind of popped in my head is like, there are more low and mid propensity Democrats than there are Republicans in Virginia, right?
51:31.61
Chaz Nuttycombe
That’s just fact. But Republicans have done a better job of getting their low and mid prop voters out to vote early. But I think they have kind of a structural advantage and that they have had a a motivating reason for these folks to come out and vote early because of Biden.
51:52.10
Chaz Nuttycombe
Right. Through twenty twenty one through twenty twenty four. It’s like, hey, let’s go stick at the Biden. Come out and go early. Right. And so it’s like those Democrats, those low mid prop Democrats who are probably.
52:06.44
Chaz Nuttycombe
i don’t know how much of the overall electorate they’re going to make up, but, you know, questions whether they come out, they didn’t really have a reason to come out to vote in 2021 through 2023. Maybe they came out for one two at the most or maybe none.
52:21.94
Chaz Nuttycombe
And maybe some of them didn’t even come out in 2024 because they’re like, well, I don’t want to vote for Kamala because Kamala’s just Biden, right? I think that’s fair. And so question is whether they come out this year.
52:35.51
Chaz Nuttycombe
Those folks who haven’t come out since like 2020 and early voting in person and all this is new to them. They’re like, okay, I early voted during mail or by mail in 2020 because of COVID, right?
52:47.46
Chaz Nuttycombe
Are they going to come out on election day as they did before? Like, are they pissed off with Trump to where they’re like, well, I guess I got to go vote. now right i’m interested to see if that’s the case because that would kind of turn the whole narrative in lessons of last year of like higher turnout benefits republicans right which i think there is a very very uh there’s a lot of concrete evidence for that right but i’m wondering if those people get off the sidelines come out if they don’t i think it is an indictment of the coordinated campaign uh virginia
53:22.26
Chaz Nuttycombe
because you would think they would have a better time at getting them out by election day. But yeah, so but you know, look, on election day, we’re gonna dial up the registrars, me and my, my good friend and our political, or sorry, our data science chair, Charlie Kramer, gonna dial up the registrars and tracking turnout.
53:46.84
Chaz Nuttycombe
In some places by the precinct level, most places just by the county level. And so we’ll have a sheet. I’m going to be doing a YouTube live stream throughout the day. going to call it Nuttycomb Watch, you know, and we’ll be talking about, you know, votes as they come in throughout the day and trying to look at, okay, what does this mean for a few hours from now on the polls close?
54:09.19
Sam Shirazi
Yeah, well, I mean, I know you’re probably the most invaluable resource on Election Day. I mean, most of what I’ll be doing is just posting what you post because I think, you know, you know this stuff inside out. I think we’re really going to have some interesting in election days. Always interesting. There’s always a lot of speculation. We’ll obviously get the results on election night.
54:28.87
Sam Shirazi
I guess the last question i have, and I really appreciate you taking the time to go over this. I think this is you know super, super interesting stuff. I mean, what are kind of some things you’re looking for on election night and or kind of what are like last thoughts you want to share before you know we get the results on Tuesday night?
54:44.12
Chaz Nuttycombe
look maybe if you do not have state navigate on your screen you’re going to be behind i promise you cross my heart hope to die you’re going to left behind with uh knowing who won i feel good about our ability to confidently and quickly call the races uh for the winners of election night we have a lot of great interactives to where you’re going to be able to see you know, the live projected art margin, current margin, all that sort of thing that our development director, Jack Kirsten, has been working on.
55:18.97
Chaz Nuttycombe
And yeah, I mean, that’s that’s really it. Please come to the site and look, I would very much appreciate it. You know, if your audience has been enjoying the work that State Navigate’s been doing, please donate. It’s tax deductible.
55:37.10
Chaz Nuttycombe
And most importantly, it’ll help go to buying all of our staff pizza on election night. For those who have been following my stuff since the scene analysis days 2021, you know, the the pitch has always been like, buy us a pizza we can get from a room back when I was in college.
55:56.18
Chaz Nuttycombe
And now, you know, I’ve got a staff all over the country. So it’s like, All right, well, going to buy everybody pizza. So please donate to State Navigate. It’ll go to that.
56:07.02
Chaz Nuttycombe
And, you know, we are staffed and working very hard on this election. We’ve been working hard in these other states that we’re going to be looking at next year and working hard at getting out these other states over the next several months.
56:22.64
Sam Shirazi
Yeah, well, I definitely second that. And I second going to State Navigate, checking out all the resources, following Chaz. Really, really great resources. So Chaz, thanks so much for joining us and giving us your final thoughts before the election.
56:35.73
Chaz Nuttycombe
Thanks so much for having me on, Sam.
56:37.44
Sam Shirazi
All right. And this has been Federal Fallout, and I’ll join you next time.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit samshirazi.substack.com