特朗普的假说:控制党派而非赢得选举
埃兹拉·克莱恩: 我现在有一个不成熟的理论:唐纳德·特朗普并没打算赢下中期选举。我不是说他在故意放水,我只是觉得他根本不在乎。他真正在乎的是控制共和党。共和党是他的权力基础,是他的保护伞,也是他在卸任后能长期行使权力的手段。所以,对他来说,控制权才是第一位的。
我管这叫理论,但它更像是一个可以验证的假说。目前,特朗普在第二任期的民调支持率比几乎所有现代前任总统都要低。中期选举不到六个月了,他很可能会丢掉众议院,甚至可能丢掉参议院。
那么,他在做什么呢?如果他想赢,他应该向中间靠拢,关注美国人愤怒和失望的事,支持竞争激烈的选区中最强的共和党人。但他完全没这么做。相反,他宣布了一个 18 亿美元的“备用金”,似乎是用来支付给 1 月 6 日国会骚乱者的;他在德克萨斯州支持了丑闻缠身的肯·帕克斯顿(Ken Paxton),而不是约翰·科宁(John Cornyn),给了民主党夺取这个席位的机会;他甚至攻击布莱恩·菲茨帕特里克(Brian Fitzpatrick),那是极少数代表亲民主党选区的共和党人之一。
Original English
Ezra Klein: My pet theory right now is that Donald Trump is not trying to win the midterm election. I'm not saying he's trying to loosen it exactly. I just don't think he cares. What he cares about is controlling the Republican party. The Republican party is his power base. The Republican party is his protection. The Republican party is how he can wield power far into the future, long after his presidency. And so control of it is what he's prioritizing. I call this a theory, but it's more like a hypothesis. It has predictions. You can test them. Trump is more unpopular at this point in his second term than basically any of his modern predecessors. The midterm elections, they're less than 6 months away. He could easily lose the House. He could actually lose the Senate now. So, what is he doing? Well, if he wanted to win the midterms, he'd be moving to the center. He'd be focusing on the things that Americans are angry about, disappointed in him about. he'd be supporting the strongest Republicans in contested races and doing everything he possibly could to bolster Republicans in vulnerable states and districts. He is not doing even a little bit of that, not even a bit. Instead, he's doing the opposite. He's announcing a $1.8 billion slush fund that appears designed to pay out to January 6 riers. He endorsed the scandal plagued, very controversial Ken Paxton over John Cornin in Texas, giving Democrats a real chance at winning a seat that should be way out of reach for them. He helped primary Thomas Massie, the House Republican, who released the Epstein files. He defeated Bill Cassidy, the Louisiana senator who voted to impeach him in his first term. He is attacking Brian Fitzpatrick, one of the very, very, very few House Republicans representing a district that voted for Kla Harris.
埃兹拉·克莱恩: 他还在威胁升级伊朗战争。当被问及是否担心美国人的财务状况和生活成本时,他是这么说的:
特朗普(录音): “一点也不担心。当我谈论伊朗时,唯一重要的事情就是他们不能拥有核武器。我不考虑美国人的财务状况,我不考虑任何人,我只考虑一件事:我们不能让伊朗拥有核武器。”
这对民主党的广告商来说简直是份大礼。这段话说明,特朗普关心的不是国会,而是他对党派的控制。如果赢下选举能加强这种控制(比如通过重新划分选区),他会去做;如果不能,他还有别的事忙。我不是说他想让民主党赢,但我觉得他并不介意。民主党控制的国会能给他提供一个对手。他在没有对手的情况下会感到迷失。这也让他从枯燥的立法工作中解脱出来,回到了他最舒服的状态——不是行使权力,而是宣称自己遭受了迫害。
他真正害怕的是一个有骨气的共和党,害怕国会议员参与调查他的丑闻,或者在他人气下滑时抛弃他。所以他做出了选择:他向议员们展示,反对他意味着葬送政治前途。他的目的不仅是击败马西(Massie)或科宁,而是要吓住国会里剩下的每一个共和党人。他要让他们知道,唐纳德·特朗普会为了自救,毫不犹豫地毁掉他们每一个人,烧掉整个共和党。
为了从共和党选举专家的角度来看待这个问题,我们请到了利亚姆·多诺万(Liam Donovan)。他是共和党策略师,也是 Targeted Victory 公司的总裁。
Original English
Ezra Klein: He's threatening to escalate the Iran war. And when asked whether he is worried about Americans finances, about their pocketbooks, about their cost of living. Here is what he said.
Trump (Clip): "Not even a little bit. It the only thing that matters when I'm talking about Iran, they can't have a nuclear weapon. I don't think about Americans financial situation. I don't think about anybody. I think about one thing. We cannot let Iran have a nuclear weapon. That's all."
Ezra Klein: What a gift to Democratic admakers. That clip is Donald Trump cares about control of his party, not of Congress. If he can win the election in a way that tightens his control of Republicans, like through redistricting, he'll take that. If not, he's busy. He's got other things to do. I'm not saying he wants Democrats to win, but I don't think he minds it if they do. A Democratic Congress gives him an enemy to fight. I think he gets a little lost without an enemy. It frees him from the tedious work of trying to pass legislation. It puts him back in the place he's most comfortable, which is not wielding power. It's claiming persecution. What Trump would mind, what he does fear, is a Republican party with a spine. He fears the Republican party where members of Congress begin to participate in the investigations of his scandals or they abandon him as his fortunes fall. And so he's made his choice. He is showing them that to oppose him, even from the right, is to light your political future on fire. The point isn't just to defeat Massie or Cassidy or Cornin or any of them. It's to scare every Republican left in Congress. to make sure they know that Donald Trump would gladly destroy each and every one of them personally, that he would gladly burn the entire Republican party to the ground. That's what it took to save himself. I thought it would be interesting to hear how this looks to someone whose business has been winning elections for the Republican party, particularly Senate elections. Liam Donovan is a Republican strategist and a president at Targeted Victory.
特朗普的民调低迷:现状的回归还是政策的反噬?
埃兹拉·克莱恩: 利亚姆,欢迎来到节目。目前特朗普的民调支持率在很多调查中都低于 40%,比特朗普第一任期同阶段还要惨。为什么他跌到了这种地步?
利亚姆·多诺万: 很高兴来到这里。我认为,当初促使特朗普回归的社会情绪是基于对现状的拒绝,以及一种赌注——认为他能带我们回到 2020 年新冠前的经济和氛围。但说起来容易做起来难。我认为核心问题是民众对于解决这些难题的挫败感,选民并不想听一切大好的虚假报告。再加上一些政策选择(虽然长远来看可能是英明的),但它们更像是为了留名青史,而不是为了眼前的选举。
埃兹拉·克莱恩: 特朗普在第一任期此时的净反对率是 +10,现在是 +21。这究竟是因为国家的整体情绪,还是因为国家对特朗普政策的真实反应?
利亚姆·多诺万: 因素有很多层。过去 20 年,随着两党联盟的变化和国家两极分化,总统的支持率很难超过 48%。这已经是一个硬上限了。话虽如此,无论你来自哪个党派,总统都希望支持率在 40% 以上。目前的民调显示,共和党联盟中的某些元素感到幻灭,无论是出于反战立场、对物价的不满,还是对关税的反感。如果共和党想要在中期选举中打平局,他的支持率必须浮回到 40% 以上。
Original English
Ezra Klein: Liam, welcome to the show. Trump is now under 40% in a bunch of different polls. More unpopular at this point in his term than basically any of his modern predecessors. Let's start with him. Why is he down there?
Liam Donovan: Good to be here. Thanks for having me. I think if you think about the mood of the country that produced the comeback of Donald Trump putting together the coalition that he did, that was predicated on a rejection of the status quo and the bet that Donald Trump would be able to return us to the economy and maybe the vibes of precoid 2020. Of course, that's much harder to do than it is to talk about. And I think this is fundamentally about frustrations of how difficult some of these problems are to tackle. Uh an electorate that is not really looking to be told that everything is going well. And then when you compound that with some of the policy choices that have been made that I think might prove to be wise in the longer run, but there are legacy-minded moves, not immediate term electoral plays.
Ezra Klein: At this point in his first term he had a plus 10 net disapproval. He's now at plus 21. So he is you know more than twice as unpopular uh at this point in secure as in his first. But but it all goes to this question, I think, which is whether or not you understand the the sort of weakened political state he's in as a function of the mood of the country or actually as a function of the country's reactions to Donald Trump's policies.
Liam Donovan: I think you there are layers to it. I mean, you have to think about there's now a ceiling in a way that there didn't used to be. Um but I think we've we've seen this over the last 20 years maybe since the Obama era since our our coalitions have shifted the the parties of have countries polarized. It's very very difficult to imagine a president getting above say 48% something like that the coalition that got him there. Um so in that sense it's it's a a hard cap and so like you need to almost uh grade on a little bit of a curve in terms of where these things are. That said, the president's approval rating, I don't care which party you're from, wants to be above 40. You know, it wants to be at 42, 43. That is your firm base. What we're seeing here is that there are elements of the Republican coalition that consider themselves Republican who are disillusioned for one reason or another.
特朗普的行为动机:个人控制权 vs 党派胜利
埃兹拉·克莱恩: 特朗普看起来似乎不在乎民调下滑。他没有向中间靠拢,反而变本加厉:搞巨额基金安抚 1 月 6 日的骚乱者,谈论升级伊朗战争,在初选中肃清反对他的共和党人。为什么他表现得像是不在乎失去国会控制权?
利亚姆·多诺万: 我们得回过头看他是怎么拿到提名的。他是通过反对建制派共和党起家的。他与党派的整体前途并不总是一致,这与我们见过的任何总统都不同。在 2018 年中期选举惨败后的第二天,他竟然在开庆功宴,嘲讽那些因为没紧跟他的步伐而落选的议员。现在的人们也意识到,既然你名字后面带着“R”,你就必须背负总统所做的一切。
埃兹拉·克莱恩: 没错,但特朗普似乎更在意他对共和党人的控制,而不是共和党对华盛顿的控制。他宁愿冒险失去参议院,也要确保剩下的共和党参议员是他的死忠粉。他到底是在控制国会,还是在控制共和党?
利亚姆·多诺万: 相比四年前,他现在确实对控制权的风险更敏感。虽然他也会为了维持国会多数而支持重新划分选区,但当这种需求与他对党派的控制发生冲突时,他显然会优先选择后者。
Original English
Ezra Klein: Trump as somebody who cared on some level about his popularity and who has a real sensitivity to the whims and wins of public opinion. But as his numbers have fallen in the second term, he seems to me to be going on to tilt. He is not doing the things that you might imagine a president worried about losing a midterm would do. He's not doing a big pivot to the center. or he's not trying to avoid certain kinds of controversy. He seems like he doesn't care. Why do you think that is?
Liam Donovan: Well, I think we got to step back for a minute and think about how he got here. How did Donald Trump get the nomination in the first place? And it was in in a sense running against the institutional Republican party, running against the establishment. The fact that he doesn't, you know, find himself aligned with the broader fortunes of the party and that that's not his primary object. He's not of the party. Uh that's not what drives him. That's not his imperative. That's different than any president I think we've ever seen.
Ezra Klein: So I take your point that Donald Trump does not come from the institutional Republican party, but he seems to me to care more about the control he has over Republicans than the control Republicans under him have over Washington. like he is running a risk here of losing the Senate but with I guess more control over the rump Republican senators when he could be, you know, trying to win the Senate but have a couple of people who might be more willing to oppose him. So like does he want to control Congress or control the Republican party?
德州选战:肯·帕克斯顿与约翰·科宁的角力
埃兹拉·克莱恩: 特朗普在德克萨斯州支持肯·帕克斯顿(Ken Paxton)而不是约翰·科宁(John Cornyn)。科宁可不是反特朗普的共和党人,但特朗普在最后一刻决定支持帕克斯顿,这让共和党在这个席位上的胜算从 75% 跌到了 55%。为什么他要冒这个险?
利亚姆·多诺万: 帕克斯顿一直自诩为 MAGA 的领袖,他在 2020 年选举的一系列行动中深得特朗普欢心。而科宁则更带有布什时代的色彩,且深陷全国政党的领导层工作中,这在党内初选中会变得复杂。特朗普支持帕克斯顿,很大程度上是为了向建制派示威。
埃兹拉·克莱恩: 但结果可能就是詹姆斯·塔莱里科(James Talarico)在德州胜出,让查克·舒默(Chuck Schumer)继续当多数党领袖。这是特朗普亲手造就的。他真的不介意吗?
利亚姆·多诺万: 我认为特朗普有一种心态:即便是在野,他也想当“造王者”。他宁愿控制一个较小的、绝对忠诚的在野党,也不愿领导一个可能抛弃他的多数党。帕克斯顿的选战会非常昂贵,这会吸走共和党大量的资源。
Original English
Ezra Klein: Who's Paxton and why did Trump decide in the final moments of that primary to endorse him over John Cornin, possibly risking that seat?
Liam Donovan: Ken Paxton is the sitting attorney general of of Texas. He has prevailed in part by aligning himself with Donald Trump being a leader on a number of the initiatives that the president cares a lot about from the 2020 election standpoint and otherwise. Um so he has boosted his brand by wrapping himself in MAGA. John Cornin, who I adore, uh is a longtime incumbent, is very much of the flavor of the George W. Bush era. Um why does Donald Trump get involved? Look, like I said, I think Cornin became a bargaining chip for Trump.
Ezra Klein: There's a world where they wake up after the election and James Tarico won in Texas and that made Chuck Schumer majority leader and that's purely on Donald Trump's table like he chose that outcome. Are they mad about that or does he actually on some level not care that much because fighting with a Democratic Congress is in some ways a pleasure for him?
参议院版图:北卡、缅因与俄亥俄
埃兹拉·克莱恩: 让我们梳理一下竞争激烈的选区。北卡罗来纳州似乎是民主党的最佳机会?
利亚姆·多诺万: 没错。汤姆·蒂利斯(Tom Tillis)因为与特朗普关系紧张而退居二线,这留下了一个空缺席位。民主党派出了前州长罗伊·库珀(Roy Cooper),他是最强的人选,资金雄厚。在民主党势头好的年份,这里通常是第一个翻红的地方。
埃兹拉·克莱恩: 那么缅因州呢?苏珊·科林斯(Susan Collins)在民调中落后于格雷厄姆·普拉特纳(Graham Platner)。
利亚姆·多诺万: 科林斯是个幸存者,她在 2020 年也曾被认为毫无胜算。普拉特纳是一个高波动性的候选人,他在“注意力经济”中非常成功。关键在于缅因州是否还愿意奖励像科林斯这样独立的共和党人。
埃兹拉·克莱恩: 还有俄亥俄州的谢罗德·布朗(Sherrod Brown)。他在 2024 年以微弱劣势输给了伯尼·莫雷诺(Bernie Moreno)。
利亚姆·多诺万: 共和党现在的品牌在俄亥俄州非常强。谢罗德·布朗虽然是个极强的候选人,但民主党的整体形象在这里太差了,他很难凭一己之力扭转乾坤。这也取决于整个国家的民主党浪潮有多大。
Original English
Ezra Klein: Let's walk through the Senate elections. If you're wargaming this out, what are the states you understand to be competitive?
Liam Donovan: North Carolina is the first one. It's their single best candidate in the former governor, Roy Cooper. That is a prime pickup opportunity. Then there's Maine with Susan Collins. She is a survivor. The value of Platner is he's the high variance candidate. The Ohio race is probably where Democrats have the best shot. Shared Brown is somebody who lost in the previous election.
注意力经济与政治的代际鸿沟
埃兹拉·克莱恩: 我们正在见证一种**“福克斯新闻共和党人”与“YouTube 共和党人”之间的分裂。像托马斯·马西**(Thomas Massie)这样的人在年轻共和党人中支持率极高,尽管他遭到了建制派和 APIC 的重击。你如何看待这种分歧?
利亚姆·多诺万: 这种代际鸿沟确实存在。老一代是受福克斯新闻熏陶的,有着更理想主义、更亲以色列的政治倾向;而年轻一代则是低信任度的一代,他们怀疑建制、怀疑机构。万斯(JD Vance)正试图通过一种更“交易型”的逻辑来整合这些矛盾。
埃兹拉·克莱恩: 这种分歧似乎不可调和。在 YouTube 和播客的世界里,像塔克·卡尔森(Tucker Carlson)和坎多斯·欧文斯(Candace Owens)这样的人正在赢得年轻人的注意力,而他们的观点往往与老派共和党格格不入。
利亚姆·多诺万: 这是注意力经济正在吞噬政治经济的表现。有些人甚至不再追求赢得选举,而是追求在 YouTube 或 TikTok 上保持影响力。特朗普曾是唯一能用个人魅力缝合这些矛盾的人,但特朗普之后呢?这会演变成一种混乱。
Original English
Ezra Klein: One thing we're seeing in a bunch of different places is a schism maybe between what I would think of as the Fox News Republicans and the YouTube Republicans.
Liam Donovan: I think that is the sort of thing that needs to break through in this kind of attention economy. I think so much of it is attitudinal. Trump's gift was being able to be all things to all people and have being a walking contradiction in ways that kind of worked.
书籍推荐
利亚姆·多诺万: 我推荐三本书:
- 马修·康提内蒂(Matthew Continetti)的 《右派》(The Right):这是一本很好的右翼演变史,提醒我们历史并非始于 2016 年。
- 帕特里克·麦吉(Patrick McGee)的 《苹果与中国》(Apple and China):从产业政策、外交和国家安全角度看,非常有意思。
- 《压裂工》(The Frackers):了解美国如何从 2000 年代的能源匮乏转变为天然气领域的“沙特阿拉伯”,这非常具有革命性。
Original English
Liam Donovan: Three books I'd recommend: Matt Cottoni wrote a history of the right called The Right. Patrick McGee's Apple and China. And The Frackers for understanding our energy dominance evolution.
📌 文中提及的人物和组织
人物: Donald Trump
公司/组织: Republican Party, Democratic Party
媒体/书籍: The Right, Apple and China, The Frackers