From the episode with Shadi Hamid called The Case for American Power, however, only appears in the paid content at hour 1 minute 27, but here is the public link:
https://www.youtube.com/watch?v=Aze5jY171Uo
"Vance will never be president. I'll say it here... I don't think he's charismatic enough. I don't think he's compelling enough. I think he's too wonky. He doesn't have the keenly A-B tested sort of showman's instinct that Trump has."
Josh did say 'never', but just for sake of convenience, I'm going to put the prediction date for this to be the 2028 election.