Bill O'Reilly’s No Spin News and Analysis

Episode: No Spin News - TPM Edition - November 21, 2025
Date: November 22, 2025
Host: Bill O'Reilly

Overview

This special Talking Points Memo Edition centers on President Trump’s recent political moderation, his approach to tariffs and food prices, evolving stances on several international and domestic issues, the unfolding “Don Row Doctrine” on hemispheric security and drug cartels, and heated press moments involving Saudi Arabia’s Crown Prince. The episode provides critical commentary on U.S. politics, international relationships, and the nation’s key challenges—with O’Reilly’s characteristic direct tone.

Key Discussion Points & Insights

1. Trump’s Weekend Moderation: Four Policy Shifts

• Tariffs:

  • Trump announced rolling back tariffs on a suite of items (beef, coffee, tropical fruit, fertilizers, more) aiming to bring down grocery prices.
  • O'Reilly points out the limited effect: “They have been successful in raising money for America. They have not been successful in driving down prices. So it's a split decision.” (07:30)
  • Cites a specific beef price rise due to a Mexican cattle parasite and U.S. turning to Argentina—possibly too late for beef prices, but expects other items’ prices to fall rapidly.

• New York & Assemblyman Mamdani:

  • On Nov 3, Trump called Mamdani a communist, threatened to withhold federal funds from NY. Now, over the weekend, Trump says, “the mayor of New York would like to meet with us. We'll work something out... We want to see everything work out well for New York. Moderation. Right.” (12:30)

• Venezuela & Maduro:

  • The U.S. military moved the USS Forward to the region. Now, Trump hints at opening talks:

    "I think President Trump will say, look, time to get out, Nick. We'll let you go where you want, but you're not going to be there much longer. Go the hard way or the easy way." (14:00)

• Epstein Files:

  • Trump’s position on releasing DOJ’s Epstein data has shifted—now less opposed to releasing it.
  • O'Reilly warns against indiscriminate release:

    “If you just dump the data, then all of those names will be out there, and then people who don't like those names will try to hurt other people, families, too... You can use this stuff to smear people, to really hurt them.” (17:00)

2. The “Don Row Doctrine” and Hemispheric Security

(21:40 – 35:20)

• O’Reilly introduces Trump’s “Don Row Doctrine,” referencing the Monroe Doctrine, with a focus on military leverage over Latin American drug trafficking nations:

  • Four-targeted countries: Mexico, Venezuela, Colombia, Ecuador—“deeply involved in drug trafficking.”
  • U.S. Military Response: USS Gerald Ford carrier group, 15,000 troops, F-35 bombers deployed as deterrence.
  • Rationale:

    “There's only one way to solve it, and that is to eliminate the terrorists who are running the cartels. And that's what is happening now.” (32:30)

  • U.S. drug consumption: $100 billion/year, feeds the cartels. Half a million overdose deaths in five years.

• Direct Critique of U.S. & Mexico:

  • Implies Mexican President Sheinbaum is “afraid for her own personal safety,” irresponsible in failing to stand up to cartels.
  • Claims Biden “had no interest at all,” whereas Trump “cares” due to family tragedy and is authorizing military force.

• “Americans are very, very slow to catch on... Go out today after watching this broadcast and you say, hey, what about the Don Row doctrine? ...What? What? Because the networks and the cable are too busy reporting about Epstein.” (34:40)

3. Saudi Arabia, Press, and Trump’s Media Handling

(36:00 – 44:00)

• Background: U.S.-Saudi summit, $1 trillion investment announcement.

• Mary Bruce (ABC News) Confronts Trump and MBS:

  • Bruce confronts Trump: “Is it appropriate, Mr. President, for your family to be doing business in Saudi Arabia while you're President? ...Is that a conflict of interest?”
  • Trump retorts: “Fake News. ABC Fake news. One of the worst. One of the worst in the business. But I'll answer your question. Thank you. I have nothing to do with the family business I have left. ...My family ...has done very little with Saudi Arabia, actually. I'm sure they could do a lot.” (39:00)

• O’Reilly critiques press approach:

  • “Now the questions were legitimate. I would have asked them, but not in the accusatory way Ms. Bruce did. ...She wanted to embarrass. You could hear it in her voice, the tone.” (40:00)

• Trump’s Willingness to Engage:

  • “He knows they're in business to embarrass him, not to get information, yet he still gives them access. I, for me, I wouldn't... I think he just likes the joust... he wants to show his supporters that he's not going to take any bs...” (42:30)

4. Polling and the 2026 Election Issues

(44:30 – 48:00)

• Marist and Gallup Poll Results:

  • Top issue: “Lowering prices” (57%), followed by immigration (16%), crime, and foreign policy.
  • Gallup: 90% believe they pay too much for healthcare.
  • Health care and insurance costs are urgent issues, but O’Reilly critiques both parties, noting Republicans lack a substantive health care proposal.

• Foreign Affairs and Trump's Approval:

  • O’Reilly: “One area that is beyond dispute as far as Trump's effectiveness is concerned is foreign affairs.”
  • CNN clip: “Trump's approval on foreign policy has dropped from 35% in his first term to 43% today... American people like much more of what they're seeing from Donald Trump in foreign policy in term two than they did in term number one.” (47:15)

Notable Quotes & Memorable Moments

• On Tariffs & Food Prices:

  “If everybody thought the way that I did meet prices would not be nearly as high. So that's just me. I mean, that's what I do.” (09:10)

• On the Risk of Dumping Epstein Data:

  “How can the people decide? We don't have investigative abilities, a subpoena... All we know is what's there. We can't put it into context.” (18:10)

• On Drug Cartels:

  “The only way you're going to stop this is using the US Military... So far, 22 vessels have been blown out of the Caribbean Sea in the Pacific. 83 people, at least, dead.” (30:30)

• On Press Behavior at White House Events:

  “Your task is to get information to the American public. That is not what Mary Bruce wanted to do. She wanted to. Gotcha. She wanted to embarrass.” (40:10)

• On U.S. Drug Problem:

  “We Americans spend more than $100 billion a year on illegal narcotics. 100 billion. We are the problem. We are enriching the cartels. 500,000 Americans at least have died from drug overdoses in the past five years.” (33:50)

Important Timestamps

• Tariffs & Food Prices: 07:30 – 12:00
• NY Funding and Moderation (Mamdani): 12:00 – 13:00
• Venezuela & Maduro Dialogue: 13:00 – 15:00
• Epstein Files & Data Release: 15:00 – 18:30
• The “Don Row Doctrine” & Drug Cartels: 21:40 – 35:20
• Saudi/Trump/Media Scene: 36:00 – 44:00
• Polls & 2026 Issues: 44:30 – 48:00

Tone and Style

Bill O’Reilly delivers the episode in his hallmark direct, forceful manner, blending data, policy analysis, and personal opinion, unfiltered—“No spin”—with candid attacks on opponents and the media, and an open declaration of his own political leanings.

Summary

This episode blends critical policy updates with incisive analysis of President Trump’s evolving approaches—on tariffs, global diplomacy, the drug war, and political transparency. O’Reilly scrutinizes the media’s role, hammers home the threat posed by cartels, and steers political conversation toward the economy, healthcare, and the unique nature of Trump’s accessibility and foreign policy.
Whether you view O’Reilly as an ally or adversary, this edition offers a front-row seat to 2025’s political turbulence—and the framing of America’s evolving priorities.