Podcast Summary: Bill O’Reilly’s No Spin News and Analysis

Episode Title: Trump’s Tariffs Explained, Miranda Devine Dissects Mamdani Voters, Nancy Pelosi’s Future, & Medicaid Spending Under Review
Date: November 5, 2025
Host: Bill O’Reilly
Guest: Miranda Devine (New York Post)

Episode Overview

This episode covers several major topics at the intersection of U.S. politics and policy: President Trump’s aggressive use of tariffs and the ongoing Supreme Court case related to them; the New York City mayoral race—with a deep-dive on likely winner Zohran Mamdani and analysis from Miranda Devine; Nancy Pelosi’s retirement announcement; the recent passing of Dick Cheney; Medicaid spending allegations; and contemporary public opinions on the U.S.'s direction. Bill O’Reilly delivers his signature “no spin” analysis—with skepticism toward both mainstream media and left-wing narratives, and a focus on how political developments affect everyday Americans.

Key Discussion Points and Insights

1. Trump’s Tariffs and the Supreme Court Challenge

(00:00–13:15)

• Tariffs Framed as National Security:
  O’Reilly criticizes media coverage for ignoring the national security rationale behind Trump’s tariffs: “If you have a country that is declining economically, that is a threat to your security.” (00:50)
• Trade Deficit Breakdown:
  • O’Reilly presents numbers showing the U.S. trade deficit swelling during Biden’s term (peaking near $1 trillion), arguing these deficits empower adversaries like China and Iran.
  • Trump’s tariffs, in O’Reilly’s view, are “the only way he can stop it”—charging other countries for access to U.S. markets (03:00–05:30).
• Why America Gets 'Screwed':
  O’Reilly highlights the disparities in auto trade—Americans buy plenty of foreign cars, but U.S. cars are scarce overseas: “I saw 10 American cars in [Japan, China, Korea].” (06:15)
• Legal Foundation: The Trade Act of 1974:
  O’Reilly details the act’s sections giving presidents tariff authority, stating, “The Supreme Court cannot rule that unconstitutional … but it can limit certain parts of it, which it will.” (08:00)
• Predicted Supreme Court Outcome:
  He’s confident Trump will prevail: “It’s almost impossible for me to believe that the Supreme Court will say to Trump, no, you can’t have your tariffs. Thank God. Because if that ever happened, there would be a severe recession in this country.” (09:38)

Notable Quote (O’Reilly, on tariffs):

“So Trump gets back in, goes, I got to stop this. The only way he can stop it is to charge other countries a fee, a tariff to do business here. Because the United States consumer buys more stuff than anyone on earth by far.” (05:00)

Trump Soundbite (from Norah O’Donnell interview):

“I think our country will be immeasurably hurt. I think our economy will go to hell. Look, because of tariffs, we have the highest stock market we've ever had … I think it's the most important subject discussed by the Supreme Court in 100 years.” (Trump, 10:28)

2. New York City Mayoral Race & Miranda Devine Interview

(13:15–24:17)

• Mamdani’s “Communist” Credentials:
  O’Reilly labels candidate Zohran Mamdani a “communist,” pointing to 2021 comments about “seizing the means of production” and supporting BDS (Boycott, Divestment, Sanctions against Israel). (12:32–14:40)

• What Will Happen to NYC?
  Miranda Devine describes “surviving” under former mayor de Blasio and predicts that if Mamdani wins, New York “will go south slowly”—with impacts on policing, crime, and urban quality of life (15:56–17:53).

• Collapse of Policing and Services:
  O’Reilly warns of “a frightening rise of street crime” and the hollowing out of police force morale and effectiveness under Mamdani, predicting “the poor… people who are voting for Mandani are going to get it the worst.” (18:30–18:50)

• Who’s Voting for Mamdani—And Why?
  Devine analyzes the coalition:

  • Muslim voters, especially mobilized through identity politics and mosque outreach.
  • Young people, “brainwashed” by left-wing universities and angry at party establishment.
  • "Race-rich liberal elite,” including some “crazy” progressive Jewish voters.

  “He's got the Muslim vote locked up … And then you've got young people. And I mean, in a way I can forgive them for their stupidity because, you know, they haven't been taught any history … They've been priced out. They have this Pied Piper. Mamdani comes along … There’s no way he can fulfill any of [his promises].” (Devine, 20:14–21:50)

• Trump Derangement as a Factor:
  There’s a “strong anti-Trump” motivation, especially among wealthy liberal boomers and Manhattan’s “Trump-deranged” majority (23:23–24:08).

Notable Quote (Devine):

“You know, he's got the Muslim vote locked up … and then you've got young people. And I mean, in a way I can forgive them for their stupidity because, you know, they haven't been taught any history.” (20:14)

3. Other Political Updates

(24:17–32:00)

• NYC Crime Stats:
  O’Reilly reports that shootings are down “because Commissioner Tisch … has reorganized the violent neighborhood patrolling,” but warns improvements may reverse under new leadership (24:18–25:20).
• National Mood Polls:
  • Only 64% say “proud to be American.”
  • 54% think quality of life is worse than five years ago.
  • 62% believe the “state of the world” is worse.
• Nancy Pelosi’s Retirement:
  O’Reilly expresses little sympathy, lampooning her longevity as power-seeking and referencing her stock trading for comic effect (26:00–27:30).
  • Pelosi Soundbite: “He’s just a vile creature. The worst thing on the face of the earth.” (Pelosi on Trump, 28:09)
• Dick Cheney Obituary:
  O’Reilly gives a concise summary of Cheney’s career, lauding him as “a patriot” but sharply criticizing his Iraq war legacy: “You can't force [democracy] upon them. And that was a big historical mistake.” (28:30–29:30)

4. Medicaid Spending and Illegal Immigration

(29:40–30:56)

• Federal Review:
  O’Reilly reports $1 billion in Medicaid funds improperly went to illegal immigrants, despite federal prohibitions. He calls out blue states (CA, CO, WA, IL, OR) and criticizes the Democratic narrative denying such expenditures.
• Accountability Doubts:
  “They’re never going to get the money back from the states.” (30:50)

Memorable Quotes

• O’Reilly (on trade):

  “Take a ride on any US Highway. Toyota, hello, Mercedes all over the place. In fact, the United States sells only 5% of the cars that the Chinese people drive. … That’s how we’re getting screwed.” (06:15)

• O’Reilly (on Mamdani):

  “Seizing by force. Because regular folks like me are not going to give you my house. So you have to take it. And guys with guns would have to come. That’s communism. … This is what this guy Mamdani is quoting.” (14:55)

• Devine (on young voters):

  “In a way I can forgive them for their stupidity because, you know, they haven’t been taught any history. … They look at Washington D.C. they were lied to about Joe Biden. … They have this Pied Piper.” (20:20)

• O’Reilly (on police exodus):

  “[The] police that are going to stay, many of them will leave, are going to be reactive. They’re not going to be aggressive. … And you can sue the cops if you’re a thug or anybody. Who’s going to do that? No one.” (18:00)

• O’Reilly (on Pelosi):

  “… country’s much better if she just packs it. And then you can see the reason that she stayed on so long is that then she couldn’t make as much money in the stock market with the insider stuff. So now she has a trade like everybody else. That’s a cheap shot. No, it isn’t.” (27:40)

• Pelosi (on Trump):

  “He’s just a vile creature. The worst thing on the face of the earth. … That enables hatred and division.” (28:09)

Timestamps for Major Segments

• 00:00–10:22 — Tariffs, trade deficit, Trump’s philosophy
• 10:22–13:15 — Trump Supreme Court case & interview soundbite
• 13:15–15:56 — NYC mayoral race overview, Mamdani background
• 15:56–24:17 — Miranda Devine interview: city prognosis, voter analysis
• 24:17–26:00 — Crime stats, city recovery under Commissioner Tisch
• 26:00–29:30 — Polls: National mood, Pelosi retirement, Cheney obituary
• 29:40–30:56 — Medicaid spending, illegal immigration controversy
• 30:56–End — Closing remarks and preview of next day’s analysis

Tone and Style

Bill O’Reilly’s signature, candid, and skeptical commentary dominates, mixing policy data, personal stories, and confrontational rhetoric toward political opponents. Miranda Devine provides on-the-ground context with a critical eye on progressive politics in NYC.

Summary for Non-Listeners

This episode is a deep-dive into the economic and political issues dominating headlines: Bill O’Reilly breaks down why Trump’s tariffs are both legally justified and vital for national security, debunks media narratives, and explains the stakes of the Supreme Court challenge. In New York City, the likely election of Zohran Mamdani as mayor is analyzed as a potential disaster, with guest Miranda Devine offering a frank appraisal of the city’s future and the varied motivations behind Mamdani’s voter base. The episode closes with critical updates on Nancy Pelosi’s retirement, the death of Dick Cheney, and the contentious issue of Medicaid funds for illegal immigrants—all presented in O’Reilly’s trademark “No Spin” style.