Today’s guest (our final preelection guest) is David Wasserman, political analyst with the Cook Political Report, who also helps out with the NBC decision desk. There are dozens, maybe hundreds, of people whose job on election night is to help Americans understand when we can safely call specific districts and states for Congress, Senate, or the presidency. However, I truly don’t think I know anybody whose calls I trust more than David's. And the even deeper compliment is that David is perhaps the most trusted election night consigliere among all the other people I trust. So, when I wanted to put together a show on how to watch election night like a pro, I’m grateful that the pro of pros said yes.

With a week to go, this election has attracted several theories about which trends will determine the outcome. We’ve done shows on the rightward shift among men, especially young men; the politics of working class decline; the possibility that we’ll see non-white voters move into the Trump column while college-educated white voters move into the Harris column. But these are all theories. It’s going to take a while to know if they’re actually true. When polls close at 7 p.m., you’re going to see some people dive into exit polls and incomplete county-by-county returns, claiming that they can see trends and predict the outcome. But as Wasserman tells us, this is not wise. Exit polls aren’t special. They’re just another poll. And their non-specialness is important to note in an age when so many people are voting early and therefore aren’t counted among surveys of election-day voters.

Meanwhile, different states have different rules for when they can start counting early and mailed ballots. These rules dramatically and sometimes confusingly shift our understanding of election night. Pennsylvania cannot start counting mail-in or early votes until Election Day morning. This often leads to slower reporting of mail-in results, while Election Day votes are usually counted and reported first. Last election Republicans were more likely to vote on Election Day while Democrats were more likely to vote by mail. If the same thing happens in 2024, what we should expect to see is a red mirage followed by a blue wave—as right-leaning ballots are counted first and left-leaning ballots are counted second. This is not a conspiracy. It’s just state law.

In the state of Georgia, it’s the opposite. Georgia and other Sunbelt states can begin processing and counting mail-in and early votes before Election Day, which means what you might see a blue mirage followed by a red wave.

One conspiracy theory that’s already starting to attract attention is that any state that looks like it’s voting for Trump that sees a blue wave is a sign of voter fraud. But there’s nothing fraudulent about the state laws that determine the orders in which votes are counted.

For this reason, Wasserman says, it’s tantalizing but misleading to draw strong conclusions about the election from incomplete county results. If you want to understand where the election is going, if you want to watch the returns, like a good faith pro, the better solution is to wait for full county results in key bellwether counties like Nash County, North Carolina. Understanding what those key, predictive, canary-in-a-coalmine counties are is the focus of this show. If you have questions, observations, or ideas for future episodes, email us at [email protected].

Host: Derek Thompson Guest: David Wasserman Producer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices