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The Spillover The Spillover Council on Foreign Relations UK Column Radio UK Column Radio Alternate Current Radio Comprende Un Curso de Milagros Comprende Un Curso de Milagros MoZ Daily Dvar Halacha Daily Dvar Halacha Rabbi Eli Reingold What More Can I Say? What More Can I Say? WGCI-FM (WGCI-FM) I see things a lil differently I see things a lil differently slow chemical ComSoc Technology News (CTN) ComSoc Technology News (CTN) IEEE Communications Society Aftenpodden USA Aftenpodden USA Aftenpodden Roanoke News Today | 2 Min News | The Daily News Now! Roanoke News Today | 2 Min News | The Daily News Now! The Daily News Now! Michigan Insider Michigan Insider Michigan Insider | Cumulus Media Ann Arbor WarpCast WarpCast WarpZone The Nation Podcasts The Nation Podcasts The Nation Magazine The Sal Licata Show The Sal Licata Show The Sal Licata Show Israelnetz aktuell Israelnetz aktuell Israelnetz 3BlackGeeks Podcast 3BlackGeeks Podcast Dee Shaw, Arris Waterman, Christopher Powell The Bridge The Bridge FM 96.9 The Game (WYGM-AM) The Huddle The Huddle The Huddle Dana Tyson In The Morning on Sunny 99.1 Dana Tyson In The Morning on Sunny 99.1 SUNNY 99.1 Daily Crypto News Daily Crypto News Matt Diemer Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) First Ring Daily First Ring Daily Paul Thurrott and Brad Sams Company Interviews Company Interviews Crux Investor Lunch with Pippa Hudson Lunch with Pippa Hudson CapeTalk Slow Flowers Podcast Slow Flowers Podcast Debra Prinzing Truth Be Told Truth Be Told Dave Thompson Gorman in the Morning Gorman in the Morning 92 KQRS | Cumulus Media Minneapolis The Prepared Mindset Podcast The Prepared Mindset Podcast Austin Diehl Let Go And Let God Let Go And Let God Art Suriano Rangers of the Lost Park Rangers of the Lost Park Liz Crandall Into The Net F.C. Into The Net F.C. The Bear of Texas Podcast SIGNAL STREAM SIGNAL STREAM Signal Stream Renascença - Noticiários Renascença - Noticiários Renascença The Steve Gruber Show The Steve Gruber Show Chancellor YPO Technology Network AI Brief YPO Technology Network AI Brief Stephen Forte Pat Gray Unleashed Pat Gray Unleashed Blaze Podcast Network Pat Gray Unleashed Pat Gray Unleashed S B Sarcoma Stories Sarcoma Stories Sarcoma Foundation of America
The Spillover

Todo

The Spillover

Council on Foreign Relations

Two Brits Unpack America’s 250th Birthday + The Cultural Civil War

July 01, 2026 6:30am 47 min

America’s 250th birthday is the talk of the nation. But the more important story might be what the milestone reveals about the fragile bargain between democracy and markets, and whether the republic can survive its own c...

What Will the Fed Become Under Chair Kevin Warsh? + Greenspan's Legacy

June 23, 2026 6:30am 42 min

In this episode of The Spillover, host Rebecca Patterson and former Federal Reserve Vice Chair Roger W. Ferguson Jr. reflect on the legacy of recently deceased former Fed Chair Alan Greenspan, and examine what may lie ah...

"A Job Beats a Handout" + Why the World Bank Is Betting Everything on Employment

June 19, 2026 4:22pm 42 min

In this episode of The Spillover, host Sebastian Mallaby and CFR President Michael Froman speak with former U.S. Commerce Secretary Gina Raimondo and World Bank President Ajay Banga about the global jobs challenge facing...

SpaceX Goes Public + What IPOs Tell Us About Capital Markets

June 10, 2026 3:39pm 40 min

The scale of the SpaceX IPO is dominating financial headlines, but the more important story might be what the sale reveals about the structure of modern capital markets, corporate governance, and the blurry line between ...

China’s $735B Trade Surplus + How Beijing Masks Its Holdings + The G7 Debates Global Imbalances

June 02, 2026 2:11pm 56 min

This episode unpacks why the trade and investment imbalances between the United States and China have grown to record levels despite years of pressure to correct them, and how the imbalanced system looks increasingly lik...

Japan Rearms + Guns vs. Butter + Global Defense Spending Boom

May 27, 2026 3:59pm 43 min

As governments around the world ramp up defense spending, a new era of rearmament is reshaping economies, markets, inflation, and politics. This episode examines Japan’s dramatic shift away from its postwar pacifist iden...

Data Centers In Space? + Planet Labs CEO Talks ‘Large Earth Models’

May 19, 2026 11:31am 56 min

AI and satellite imagery are quickly converging to create “planetary intelligence,” a new generation of systems capable of capturing and analyzing images of Earth in real time. This episode explores how the AI infrastruc...

Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans

May 12, 2026 2:56pm 53 min

President Donald Trump is set to meet with Xi Jinping in Beijing for a high-stakes summit shaped by Iran war tensions, trade disputes, critical mineral flows, semiconductor controls, and an intensifying AI race. This epi...

Are Prediction Markets Forecasting Tools or Virtual Casinos?

May 05, 2026 4:17pm 46 min

Prediction markets have grown into a multibillion-dollar industry. This episode asks whether they are powerful forecasting tools or gambling platforms in disguise—and what their rise means for how risk and information ar...

K-Shaped Economies + Affordability Crisis + Trump vs. Mamdani Populism

April 28, 2026 4:17pm 51 min

This episode unpacks the concept of a K-shaped economy, examines how AI, war, and climate shocks may be widening inequality within and between countries, and explains why the divide is so hard to measure. It also explore...

Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding

April 22, 2026 6:09pm 43 min

This episode explores how the Gulf region transformed into a global “capital of capital,” and the risk of the Iran conflict disrupting that role. It examines the ripple effects on global markets, U.S. tech and AI investm...

The Hormuz Shock + Why the Fed is “On Hold”

April 16, 2026 4:47pm 29 min

Live from Washington, DC, this episode unpacks how war, AI, financial innovation, and global institutions are reshaping monetary policy, market stability, and the future of the international economic order.    Host:   Re...

The Oppenheimer of AI + Mailbag Contest Winners

April 07, 2026 4:08pm 42 min

This episode unpacks cohost Sebastian Mallaby’s new book The Infinity Machine and answers audience questions on AI, dollar dominance, the impact of Trump’s foreign policy on midterm elections, and more.   Hosts:   Sebast...

Private Credit's Black Box + Why It's Not 2008 (But Still Risky)

March 31, 2026 5:33pm 38 min

This episode dives into how the opaque growth and structural risks in private credit, combined with global supply shocks and market stress spurred by the Iran war, are creating a uniquely fragile and unpredictable econom...

U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation

March 25, 2026 1:00pm 58 min

This episode unpacks the evolving U.S.-China AI rivalry, the limits of technological export controls, and what’s really at stake as both countries race to shape the future of intelligence.   Submit Your Question For a Ch...

Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage

March 18, 2026 4:24pm 54 min

As the U.S.-Israel conflict with Iran escalates, global markets are absorbing the shocks: oil prices are swinging, inflation expectations are rising, and safe-haven assumptions are being tested. China, by contrast, is lo...

Adam Smith’s “The Wealth of Nations” Turns 250 + Free Markets Face Off Against Industrial Policy

March 11, 2026 12:33pm 49 min

On the 250th anniversary of Adam Smith’s The Wealth of Nations, this episode revisits a book that laid the foundations of modern economics and then considers the tensions between free markets and industrial policy today....

Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?

March 04, 2026 12:04pm 43 min

U.S. and Israeli strikes on Iran are disrupting energy markets. Iran’s production capacity has been hit, the Strait of Hormuz has essentially been closed, and Iran’s energy-producing neighbors have been dragged into the ...

The AI Bubble + The Productivity Paradox + India’s AI Summit

February 26, 2026 4:27pm 53 min

Is there an AI bubble, or just an OpenAI bubble? Markets remain focused on whether valuations can be justified by sufficiently fast revenue growth, while the real economy braces for AI’s impact on productivity, jobs, and...

U.S. Supreme Court Rules Against Trump’s Tariffs

February 20, 2026 4:26pm 18 min

In a 6-3 decision, the U.S. Supreme Court struck down the government’s use of the International Emergency Economic Powers Act (IEEPA), holding that the statute does not authorize a president to impose sweeping tariffs. I...

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