The D in Democracy stands for Data - podcast episode cover

The D in Democracy stands for Data

Sep 25, 202439 min
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Episode description

With Election Day nearing, this episode explores the relationships between polling and election digitalization with experts Andrew Gelman, a statistician and political scientist at Columbia University, and Brendan Lind, the founder of Human Agency - a company specializing in creating digital footprints for companies and individuals. 

 

Co-hosts Liberty Vittert and Munther Dahleh lead conversation to unpack polling methodologies, the implications on campaign strategy of the "bandwagon" and "underdog" effects, how data can be leveraged to target key demographics and swing states, the influence of social media on public opinion, and more. Tune in to Data Nation for an insightful discussion that unpacks the role of data in our democracy!

Transcript

Today on Data Nation, Brendan Lind  and Professor Andrew Gelman are here to discuss polling and digital  marketing's effects on elections, and how these patterns could affect the  upcoming presidential election of 2024. I'm Liberty Vittert, Professor at  Washington University in St. Louis, and my co -host is Munther Dahleh, William A. Coolidge Professor in Electrical  Engineering and Computer Science at MIT. The United States presidential election  season this year is a time of tension and

polarization in our country. Besides  the election itself, poll results in the campaign season strike a lot of emotion  in the American public. In fact, according to a study conducted by the National Opinion  Research Center at the University of Chicago, six in ten Democrats felt fearful or angry  when contemplating a Trump victory in 2024. On the other hand, four in 10 Republicans  felt the same way about a Harris victory. With emotions high, pre-election  polling can ensure a lot of stress,

ultimately placing pressure on pollsters.  But on top of these rising pressures, it has been even harder for  pollsters to gather data. Nate Cohn told The New York Times that it took  two hours of dialing random phone numbers just to collect one interview, which used to be the  traditional method of polling. These changes have left pollsters still trying to figure out  how to develop new methods to collect data. Academic pollster Andrew Smith stated that  pollsters are still researching the best

ways to collect data through web-based  surveys. With social media on the rise, this has also affected  polling and data collection. The US Supreme Court published an  article finding that 60 percent of American adults often get their political  information from a smartphone, computer, or tablet. With a dependency on social media  for news, it can be very easy for Americans

to be exposed to fraudulent or inaccurate  information. Thus, this country faces a new challenge during the election season, dodging a  sea of inaccurate or biased digital marketing. Ultimately, with such a controversial and  high stakes election, the events leading

up to the big vote will shape the future  of our country. Today, we are speaking with Professor Andrew Gellman, statistician  and political scientist, and Brendan Lind, founder of The Human Agency, a company focused  on the digitization of political campaigns, to better understand polling and digitization's  role in the 2024 presidential election.

Munther

Okay, maybe I'll kick off and maybe  I'll kick off asking a question to Andrew. For our audience, at least, let's talk a little bit  about polling. What happens with polling and what are the main ideas behind it? Why is it that  many people believe that polls are often very, very wrong, you know, or at least  - they're wrong and they're off and off by enough to make us distrust  them. And that has happened actually,

in both elections seen in 2016 and 2020,  that the polls weren't that accurate. So maybe you can give us an idea of how we should  think about this and how we interpret them.

Andrew

Well, the polls were off by about two  and a half percentage points in 2020. That's pretty good, actually, considering the response  rate of polls is less than 5 percent. They try to get a representative sample of voters,  then they adjust for known differences between the sample and the population. So, if  your survey has too many women or too many old people or too many people in some state or  another compared to their estimate of the

general population of voters that gets adjusted  for and they'll adjust for education. Sometimes polls will adjust for party identification and  who you voted for in the previous election, which is challenging because there are  new voters, but you can still do it. So after all those adjustments, the polls  can still be off because of who responds and who doesn't. For most purposes, being  within 2 percent is pretty good. If you

have a very close election, then that's  not super precise. But in any case, there can be changes in opinion after a poll  is taken before people vote. So there'd be no benefit in having a perfect poll anyway,  given that you're measuring a moving target.

Liberty

I mean polls, you know,  obviously sort of - election outcome predictions and poll data can influence  voter behavior. You have the bandwagon or the underdog effect. So when people vote for  someone just because they're projected to win, I call it the bandwagon effect and the  opposite, it's the underdog effect. So,

is it better to be the underdog? I get those  emails, those political emails that say ‘I'm going to lose if you don't give me money right  now!’ Or is it better to have people hopping on your bandwagon and think that it's, like,  almost inevitability that you're going to win?

Andrew

In the general election for president,  I haven't seen evidence for either of those. In the presidential election, you may already  have a strong preference. So, imagine you're considering voting on some minor issue and there  are two candidates, or a local election and you have to weigh the issues. Do you think that  your vote would be very swung by whether you thought someone was a little ahead or a little  behind? I don't think so. These will have effects

in primary elections. So, primary elections are  different because there are multiple candidates. There's a need for strategic voting. You don't  want to waste your vote. So, a lot depends on who you think might be first, second, or third.  In a primary, the candidates are typically very similar in policy, meaning that you have less of  a strong reason to support one or another. Also in primaries, the lineup keeps changing week after  week, so you don't have that much time to make

your decision and get used to your decision. There  are polling biases. One well-known bias is what we call differential non-response, which is that  if your candidate is doing well, empirically it seems that you'll be more likely to respond to a  poll. And when your candidate isn't doing as well, you're less likely to respond. So surveys that  don't adjust for partisanship of the respondents will tend to overestimate swings in the polls.  Swings will get exaggerated. A small swing

in one direction will be coupled by a swing in  response also.We try to adjust for these things, too. But I'm not so concerned about what you're  talking about, this bandwagon underdog thing.

Liberty

Brendan, do you see that sort of  strategically when you're planning campaigns?

Brendan

I think that anything can fit into  a narrative. So if an underdog narrative is helpful for you and you think that it helps you  tell your story better, maybe that is helpful in a marketing persuasion way. If making yourself  seem like you're just clearly the best choice, so you're the dominant candidate, that can be  helpful from a marketing perspective. If you're like the only choice for a sane voter, maybe that  can be helpful. I think a lot of it comes down to

how you can weave it into messaging and fit within  your narrative. In general, outside of that, it's not inherently better or worse. It all is what's  the story you're telling and does that resonate?

Munther

So, you know, just maybe a slight  exception to this is what's happening right now in the swing states and in particular  with regard to Arab and Muslim voters, because the issue there now is sort of putting  pressure on the Democratic Party to make a change

in terms of policy with regard to Israel. And,  you know, there's a narrative, I think, Brendan, to your words that we should vote for Jill Stein  because that puts pressure on the Democratic Party to actually make some concessions  or some sort of pressure on Israel.

That narrative and the polls that are  showing now more and more of the Arab Muslims are supporting Jill Stein are actually  helping people make some decisions about what they wanted to do because the people are in  general not voters for specific issues but rather they vote broadly on the president. So  there is a situation where I see, potentially, polls shown for a third -party voter can actually  sway more opinions about collective behavior.

Brendan

I think it's an interesting point  and I think it fits within that narrative of - if people feel like ‘okay, no one's paying  attention to the plight of the Palestinians, and so I'm going to go pass an anti-vote  for Stein’, and they think that Kamala's going to win anyway, maybe they feel comfortable  with that. If they think Kamala potentially is going to lose - so really they're voting  for Trump, essentially, and they see it

like that - great. A lot of times people  don't make those rational steps as well, and so you kind of get into this - to Andrew's  point - maybe they weren't really going to vote anyway, but there are some people who are going  to make an anti -vote because of the narrative,

and when that happens - how you frame it. If  I was Kamala and I was looking at ‘how am I going to influence people who are going to be  heavily influenced by the situation in Gaza?’ I would be thinking about how a vote for  Jill Stein, et cetera, is a vote for Trump.

Andrew

So I kind of disagree with your framing  in the sense that I think that people who might vote for a third party candidate like that, if  that's not an option, it's likely they won't vote, but if they do vote, they might vote for either of  the other two. So the idea that someone is voting for a particular third party rather than the  Democrat is already, like, only part of the story, because you also have people voting for the  third party candidate instead of the Republican.

Brendan

Completely.

Andrew

And certainly the Republican  policies on these issues are also up for grabs. So I wouldn't want to frame it as only  the Democrats have agency somehow in that way.

Munther

But I do want to follow  up a little bit because Brendan, probably part of what you do in digital  advertisement and so forth, is also deal with this massive sort of pressure that is coming  in the social media that is framing a particular narrative. You hear that narrative all the  time. It's not about the Republican Party. It is about putting pressure on the Democratic  Party. And so - and I think that that's the

narrative you see with respect to this particular  conflict. None of these people potentially would have voted for Stein. That wasn't - and  I think I'm trying to understand whether this narrative is putting pressure and if this  pressure is happening, what is the percentage of people? Because we're not looking for a large  number of people to flip the votes in small swing states. It’s… maybe it's in the order of 100,000  people, that's not a large number of people.

Liberty

Just to make the point, I  mean, you saw it to some degree in the Republican primaries with Ukraine.  There was pressure to pick candidates that were sort of on the Trump side of  ‘don't give any more funding to Ukraine’. And that the pressure there was that people  wanted to vote for either the more Trumpian candidate that was like anti-Ukraine  funding than the less still-Republican,

non-Trump candidate that was for Ukraine funding.  So you sort of saw it in the same way. Or do you think that's the same way, in the Republicans  in the Democrats with these two conflicts?

Andrew

I don't think they're the same.  I just, I think that these issues affect both parties. Both parties have complicated  sets of views and they involve coalitions and the ultimate policies that get  done will involve both parties also.

Munther

And so how responsive do you  see candidates for the presidential race? How responsive are they to polls?

Andrew

I don't know what candidates are  doing. I mean, I think, but let me say that there's different levels of responses.  One is allocation of campaign effort, and another is position taking. And you don't  need any polls ahead of time to know that moderate positions will be more popular, that they will  tend to get more votes than extreme positions,

and you don't need polls to know which will the  swing states probably be. So at the presidential level, I don't know that they're learning  that much from polls, although, of course, they're getting information anyway. When  you're talking about congressional races, then sure, then there are  going to be some surprises, and that could affect their resources, not to  mention state legislative races and so forth.

Munther

Brendan, what do you think?

Brendan

Yeah. I don't think the campaigns pay  attention enough to necessarily the polls or are necessarily shaping their platform around  the polls if their goal is purely to win. But it becomes kind of a challenge of - are you  trying to listen to the polls to become more like the average voter? Are you trying to be  newsworthy? Are you trying to be someone who feels like you're actually a human being and  you have your own identity and you're not just

a product of popular opinion? Those things  also shape people's willingness to vote for a candidate. And you can see that with candidates  across the board. Trump is someone who has in no way really moderated his views to any of these  polls. But part of the appeal of Trump is - one, people think he is his own person. And  then this other super important piece,

which is getting airtime, getting exposure.  Trump had so much of this in 2016, and he's generally benefited from this kind of throughout,  is that free exposure, people hearing about you, influences behavior. Advertising is one part,  how resonant your message is, and another part, how often are people seeing it? And so, if you  get a massive amount of exposure or you get a fair amount of exposure with the right amount of  resonance, you can create the right combination.

Liberty

Just to sort of change the framing  of this, we've all been talking sort of about what we think, statistically speaking, of what  a poll is or how we make prediction outcomes, but there's other sort of methods of making  predictions on election outcomes. So, really to both of you, for example, we have Alan Lichtman,  who's predicted the outcome. I think he's-

Andrew

Let's not - let's move on  from that. That's a joke. He has not accurately predicted - I don't even  want to go there as a serious thing. I will say, economists and political scientists  have been looking at this for a long time. Stephen Rosenstone wrote an excellent book in 1983 on  forecasting elections. There's a zillion polls now, but before the 90’s there weren't that many  publicly available polls, and polls jumped around

a lot during the campaign. They've been very  stable since the year 2000, but before that, in earlier campaigns there are huge swings, a  candidate could be up by a lot, then down by a lot, and historically predicting the election  based on not using polls at all, but just using the economy and incumbency, historically predicted  better than polls. Now we have so many polls, like people complain that they can be off by two  percentage points. That's not really so much,

but if the election is super close, you can't get  a deterministic prediction. If you have somebody saying, "I have a method that correctly predicts  the winner in 1960, 1976, 2000, 2016, and 2020," they were all basically tied elections. That  would be like someone telling you could predict the outcome of the coin flip. The very fact that  they're making that claim discredits their method.

Liberty

So in the past, let's say  fifty years, there have been methods where people have been using the state of the  economy or the state - but isn't that kind of what polls are doing now? I mean, they're  not really using the state of the economy, they're using what people think is the  state of the economy. Is that fair?

Andrew

No, I mean, no, it's not fair. (Laugh) I  don't think, I mean, I think that polls are asking people who they would vote for if the election  were held today. We found in recent years, if you ask people who they've planned to vote for  in the election that were held today - we looked at state polls for president, Senate, governor,  they're pretty good. The errors are about twice

the stated margin of error. So roughly speaking,  there's a margin of error from sampling, which is what's reported when the poll is reported with a  margin of error, and then there's another margin of error because there's potential biases. You're  not actually getting a completely representative sample of people. People are changing their  opinion. So, really you should kind of double the margin of error. But there's no economy in  there. You're just asking people who they plan to

vote for. If you want to forecast the election  based on the economy you could do that too, and that's pretty good at the aggregate level.  You're not forecasting individual people's votes. You're just saying an aggregate - this is the vote  share that a candidate should receive. But yeah, it is very predictive and in this election,  for example, the economy is historic… from the historic post-war standards, okay but  not great. And the incumbent is unpopular,

so there's a kind of negative incumbency effect  a little bit. And when you put that together, it ends up corresponding to a forecast that the  election could be very close. And the polls also are very close. So in this case, the polls and the  forecast are similar, and so it's really not that hard to combine the information. There are times  when the polls aren't quite where the forecast is, and then people have lots of discussion  about what's going on and why that is.

Brendan

I think one part that I think, one place  that's kind of fun as an alternative spot to go and look at where people think this election  may be going is actually go look at the betting markets. You've got a bunch of people who look  at the data, look at the information, go with their guts, but are willing to put the money out  there. Is it that scientific? I mean, clearly it's not that scientific, but I think it does kind  of bring a new approach to kind of looking at

what likely outcomes are. And you can go today and  look at it, and it's pretty much a coin flip right now in terms of where people think it's going. It  rotates a little bit back and forth. And I think that probably is actually pretty reflective  of the polling and the state of the race. So I think if you're looking for something fun,  to get another perspective or to even say, where's

this going? You can try to aggregate the polls,  you can go and go to your Nate Silvers or whoever you want and you can also just go to a  little betting market and have a little fun.

Liberty

I just wanna jump in, I have  a follow up question here. Who are the polls then really for? If all it does is  state, who would people vote for if the election was today, which it isn't?  It's not really a representation of the economy. There's no real bandwagon  or underdog effect. What's a poll for?

Andrew

My impression is that the polls are  loss leaders. Presidential preference polling is a loss leader for commercial pollsters. So  if you're a pollster, you're going to have a bunch of questions like, what refrigerator do you  want to buy? And if you could buy a car online, would you do it? And all sorts of things like  that, and then they also ask, who do you plan to vote for president? Then it gets on the news, ‘the  so-and-so poll reports, blah, blah, blah’. It's

a form of advertising. Now, who's it for is for  news consumers. Most people who are going to vote already know who they're going to vote for  - might even describe you. You may already have decided who you're going to vote for. I'm  not going to ask you but you might well already know. Most consumers of news who care about the  election already know who they want to vote for, so they're not that interested in learning  about the candidates position but they're still

interested in the horse race. And I think there's  way too much polling. I think it's ridiculous. You have these extremely online people, even my  blog commenters, and they'll write things like, ‘we really need another high-quality poll in  Pennsylvania right now’. It's like, why do you need a high-quality poll in Pennsylvania? You  know it's going to be close. Both candidates are going to be campaigning there. Things can  change between now and the election. Like,

what do you want? Like, people want a level  of certainty that's just not possible.

Munther

Brendan?

Brendan

I actually have a question to throw  back to you, Andrew, there, is - you're saying, Hey, a lot of these pollsters do this as a  loss leader to then try and build their name, end up getting other people to do  polls with them. And you're like, why is this – this poll not really helpful  at a national level. Then why is anybody going to the pollster? Somebody's just basically  saying, ‘Oh, well, they did a poll for Kamala,

they did a poll for Trump. I guess I should do  a poll.’ So I'm going to go ask these people?

Andrew

No, that's not what I mean,  like - if you've ever been surveyed, they'll ask a lot of questions and  most of them aren't about politics.

Brendan

Yeah.

Andrew

So they ask you a bunch of questions about  what's your favorite movie star and what brand of gas do you buy and things like that, and they ask  who you're going to vote for. The way they make money is selling poll questions, survey questions  to companies who want to do market research. And so, if you're the XYZ poll and you've been in the  news a lot and now you're doing market research, which poll should I use? Well, I've heard  of the XYZ poll. They're pretty good. So,

I think it's a form of advertising. It goes the  other way too. Maybe it was 2012. There's one of these years when Gallup was embarrassingly way  off, and I think they stopped doing horse race polls because they already had a strong reputation  and the risk was the other way for them.

Brendan

I think to go to why people do polls  or even my take on these polls at different levels of a campaign is - I somewhat think  that these polls end up being something that makes a campaign's manager's job easier and  their life better. They get a poll, it says, ‘Oh, here's four different topics that  seemed resonant with people.’ In theory, they could have known that without doing the  poll. They went and paid their buddy a bunch

of money to go do it. So it kind of is this cabal  of consultants. They then get these four messages, they tell the campaign, here's the four things  that we think you should spend money on, and it provides confidence to the campaign and  the candidate to think ‘well, this must be the

right thing’. It doesn't mean that there's a lot  of substance to it, and I think a lot in politics, you actually have campaigns just as - they  may not listen to the moderating influences that may make it more likely for them to win, they may not actually be thinking strategically about ‘how do I spend my money as effectively  as possible to produce the best outcomes to win this campaign?’ That's an issue at  the top. It's an issue at the bottom.

And the more local you go, the more you run  polls, the more money you're wasting. Often.

Munther

So, it seems to me that, you know,  I'm a control theorist and we believe in information in order to make decisions,  right? And somehow this conversation is slightly depressing to think that this  information is actually not useful.

Brendan

(Laughs)

Andrew

Wait, stop for a second. The  point is not that - they already have a lot of information. So they  are ready from, historically, they have an idea of where the swing states  are and so forth. I think they don't maybe have tons of information on what will be  competitive local races and things like that.

Munther

But I think that, you know, it seems  to me that, and maybe this is where I'm making a big mistake in my thinking. It's in the close  races that such information should become more important than that in other cases, right? So  here's a situation where you're learning more and more about the swing states, you're kind of  shredding the population into smaller pieces. Now it's like a Stackelberg game where they are  going to invest resources to actually sway these

subgroups, okay, and then the subgroups will make  a decision afterwards, right? And so continuous, accurate polling gives you an idea where these  people are swaying, and the small number of people that are going to make the difference. At  the end, it's almost like a coin toss, still is like a coin toss, but somebody wins, you know?  And I may want to get that coin tossing my way.

Andrew

Yeah, I mean, well, you know,  most elections aren't coin tosses, but certain presidential elections have been  recently, the past few decades. It's kind of also complicated because of the electoral college. So  if there were a popular vote, then the Democrats would have won all these elections. Maybe then  the Republicans would have slightly different

policies or different candidates to get that magic  two percent. I don't know, I think the strategic aspect of campaigning is somewhat overrated that  sure, the candidates can go in person to certain states and do rallies, but again, they kind of  know ahead of time which states are going to be close. And the magic people they're trying  to reach are the people who support them,

but only have a 50 percent chance of turning out.  They're trying to persuade them to go. But I think the idea of it being a game theoretic thing,  like, we're going to Ohio, so now they're going to Missouri in order to psych them out. I think  that's like mostly BS. It's not like a poker game or these like Operations Research problems from  World War Two where you do a feint and you say you're going to send your resources in one place  and then it fakes out the other people. Reporters

like to talk about that, but I think it's more  like brute force. You want you want your positions to be nationally popular, you want to be perceived  as moderate and you want your partisans to be motivated to show up, which usually means you  want your partisans to really hate the other side.

Brendan

I think you can also kind of separate  out a lot of what we're talking about, which is this moderate kind of universally  appealing platform and say, okay, you can know that you don't necessarily need a poll for  that. And that is probably a strategy around how you approach the high level issues or the things  that you share with everyone. Back in the day, if you ran ads, you ran TV ads. They were  blunt force instruments that everybody

saw. And so there was no targeting. You didn't  really have to match the message to the voter. You just had to make sure this message is likely  to move people in my direction and turn people off of the opposition at large, it's like a club.  Now, once you move beyond that blunt force product and you really want to become effective,  you can take targeted messages and actually send

them to this specific voter and it worked to  influence that voter. But that's only effective, not if you've done polling at large, but  if you really know who the voters are. You've got your enriched voter file,  your info on who is in this precinct, who this person is, what motivates them. And  if you can get targeting granular enough, then it's really not about knowing the electorate  at large, it's about knowing the person and what

moves them. That is a really complex challenge  because most of the time, the data quality's not that high. So you try to be precise, you  try to hit someone with the right message, you end up sending the right message to the  wrong person, essentially. And so you have to figure this out. If you can do it really well,  you can actually sway and influence people.

Munther

I heard a little bit of a maybe  contradiction in that conversation, right? And maybe Brendan, you can elaborate, because what you were saying, I heard  as influencing that particular voter.

Brendan

Yep.

Munther

Not sensing what that voter is  going to do - you want to go to them and affect them in a particular way, which to me  is not a question of polling, it's a question of actually advertisement to try to convince  you that I have the right set of policies.

Brendan

Yeah, it's data collection. Can you  at a granular human level know what's going to influence that person? Maybe you've captured that  through that person's behavior. Maybe you've done some different modeling based on things you  know about them and then some extrapolation.

So there's that. And yeah, and then it's about  can you actually reach that person? Polling’s generally not that useful for that unless  it's tied to extrapolation and saying, ‘okay, based on our polling, we're now tying  these specific likely characteristics to people who we believe have the  right makeup for having those views.’

Munther

So then do we have data or statistics  on how effective such approaches are? I mean, do they make a difference at the end?

Brendan

Yeah, so I think the best example  of these approaches, in many ways you can see from the 2016 Trump campaign, right? You  have the whole Cambridge Analytica scandal, and why that became relevant  is because people found, ‘Hey, we actually think that this was effective,’  because the Trump campaign went out. They got a ton of information on voters,  they figured out what could persuade them and then they sent insane numbers of unique  ad variants to different targeted voters.

The best way to build up that file or that kind  of database on the voter isn't through polling. It's actually through running out ads, through  running texts, through running e-mails, seeing what gets people to engage, tying that back  to your database, and continually enriching your understanding of the electorate. And you've  seen that both parties have gone and tried

to create essentially shared data cooperatives.  There's kind of competing ones sometimes within the parties, but they'll create shared data  cooperatives where they're not just relying on ‘here's a voter file’ or ‘here's something that  this campaign got’, but how are we taking the information that all these campaigns are getting,  aggregating it together to really know the voter as good as possible? And then based on the  information people have, it changes then

how they approach targeting and advertising and  communicating. If they're running smart campaigns.

Liberty

How does this sort of change the future?  I mean, you've done this for a bunch of different campaigns, Bloomberg or Warren or whoever  you've done this for. It feels like campaigns right now are really grappling with how do you  reach voters in this sense? Is it through TV, which, you know, is a blunt instrument. I  don't know if that really works anymore. And how much money do you spend on TV versus how  much money do you spend on Facebook or Hulu

or YouTube or whatever? I mean, where  do you see that moving in the future? Are we there in this point where people are  really having to decide one way or the other?

Brendan

Yeah. So, you still see that people are  spending way more money on TV, in traditional forms of reaching voters than they spend on  digital, but it's definitely evolving and changing. And I think that what people  are finding is, in 2016, part of what I think held back the Clinton campaign was  your consultants there were all TV people. Those consultants had spent their entire life,  they had their relationships, they made their

money, they had higher margins. It's also easier,  less sophistication. So they kind of went that way. Trump went a little more avant-garde with  his campaign team in 2016, changed up. 2020, you know, Biden started to kind of move  to catch up. You know, now with Harris, it's something where you can go and you can look  at online. You can go see, okay, how many ads is each candidate running and where? And if you go do  that, like today, Harris is running 4,200 active

ads on Facebook today. Trump has 360. But if you  go and you look at Google, so today on Google, Trump's running about 30,000 different unique ad  variants, while Harris is running maybe like a tenth of that. And so, you actually, you've  moved from 10 years ago, this was the land that Trump dominated, these paid media ads, and  the variant strategy to now they're both going at variant strategies on different platforms.  And then if you go back 20 years back to Obama,

it was kind of pre-running these targeted digital  ads. But he was really, you know, if you think of texts, you think of e-mails, you think of even  your website, Obama was going and using the tools that were kind of more active at the time to  reach people in just places no one else was. And that was highly effective for increasing the touch  points that you have with voters across platforms.

Munther

So I'm trying to understand to kind of  fuse all of these ideas together, this is really fantastic discussion, because on one hand, I'm  getting a sense that the majority of the voters have already made up their minds. They know what  they're going to do. And polling is about really sampling a percentage of those voters and there's  a certain error that we can incur and so forth. At the same time, there's so much fundraising and  so much money put into campaigning in order to

sway the opinion of certain people. It seems like  the campaigns believe there are enough people out there to flip and vote the other way. And how much  can happen in the next two months? Is that really a possibility that, you know, with more money and  more campaigns and more, more sort of targeted…

Andrew

Well, I think the answer is in the  past, in previous decades, there have been big swings in opinion between Labor Day and  Election Day. So if you judge from since 2000, things have been very stable. You can't  say like because things have been stable, there's no point in campaigning, because that  also has to do with both sides having roughly

equal resources. And so it might be you're pushing  and the other side's pushing and nothing's moving, but if you don't push or the other  side's pushed, things will happen.

Munther

So then, Andrew, from your perspective,  and Brendan, you mentioned this about Cambridge Analytica and so forth, but do we really  know that actually Cambridge Analytica changed the outcome of the election? I mean,  that's a counterfactual, that's difficult.

Andrew

Cambridge Analytica is very good  at promoting Cambridge Analytica. That's a storyline that made them look good. It was also a  storyline that various people in the media liked. I'm not saying it's wrong, it's just that's...  Well, when election is very close... I mean, it's kind of meaningless at some point  to say if election is close enough that almost anything can make a difference. My guess  would be that if a campaign did no campaigning

at all, it would really hurt them. If  they did a crappy job of campaigning, maybe it would hurt them a little bit, a couple  fractions of a percentage point of the vote. But in a close enough election, a couple fractions  of a percentage point could be important.

Brendan

I do think you see you see a lot  of - to Andrew's point about the kind of post-Labor-Day-to-election period, you see things  that happen kind of organically that influence it. So it's like, oh, here's what James Comey said,  and that it influences the outcome of an election. But you also see that kind of even through paid  media, right? So if we take it and we go back, it's like, oh, 2004, you have the Swift Boat  ads that came out and helped contribute to Bush

winning. You have the ways in which Obama was able  to tie McCain to the, kind of, struggles in the election. In that instance, it ties paid media  to the general national narrative at the time, whereas like a Swift Boat was something that was  completely kind of fresh and just thrown a wrench in the narrative otherwise. And I think you see  that throughout in each election is that there are ways that the ads can influence behavior,  and to Andrew's point, the really tricky part

of this is you can play multiple sides. One part  is getting people to vote for you, but the other part is convincing people they don't want to vote  for the other person. And that is in part driven by campaigns, but you'll also see the influence  of PACs and outside money does a lot on the voter suppression side to kind of do that negativity of  saying things the campaign doesn't want to say, but really ends up making a difference,  which is maybe keeping people at home.

Andrew

There's actual laws and policies that are  used to suppress the vote also, so they can make it harder for people to vote or make it easier for  people to vote. And so that's part of campaigning too. I mean, I think there's a lot of question  about where the line is drawn of what's legitimate or illegitimate campaigning. I think that most  people would say that a campaign that actively involves cheating or stealing votes or alleging  fraud when there is no fraud, that seems like

it's going too far. Changing the laws to make it  harder to vote for some people, is - that violates certain constitutional principles or not? It’s not  completely clear, and then actual campaigns, like, to what extent is it okay to lie? And candidates,  you know, do that all the time. And campaigns lie notoriously, will try to do it in a way that if  they get caught it doesn't matter, and it's very… Unfortunately hard to draw the line, but it's  not new, obviously, in history of campaigning.

Liberty

Well, I think if the next two months  or anything like the last two months have been, we're going to be up for a very exciting  and a changing election. Thank you all so much for joining us today. It really is an  eye-opening experience, so thank you both so much.

Munther

Yeah, thank you both.

Andrew

Okay.

Brendan

Thank you.

Liberty

Thank you for listening to this month's  episode of Data Nation from the MIT Institute for Data Systems and Society. You can learn more  about IDSS and listen to previous episodes at our website, idss.mit.edu, or wherever you get your  podcasts. Don't forget to leave us a review and follow our Twitter at @mitidss to stay informed.  Thank you for listening to MIT's Data Nation.

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