Castuner

The Spillover

Council on Foreign Relations

How do critical international developments shape economic and financial markets worldwide? Each week, The Spillover traces the ripple effects of global events, exploring the intersection of policy, geopolitics, economics, technology, and finance. This podcast helps you better understand what’s happening, and why it matters to businesses, the markets, and the world.

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Episodes

43 episodes

  1. The Pentagon’s $1.5 Trillion Ask + How to Build a Military for the Next War 59:17
  2. After the Blue Wave, What Do Voters Want From the Economy? 59:45
  3. Transactional U.S. Foreign Policy + Who Are America’s Friends Now? 52:26
  4. Brazil’s Runoff Election Is a Close Race Between Lula and Bolsonaro 41:30
  5. Lame Ducks, Black Swans, and the 2026 Midterm Elections 35:24
  6. What We Got Right (and Wrong) This Year 48:01
  7. Central Banks in a Bind + Could AI Replace the FOMC? 47:25
  8. Why Won’t Europe Do More For Ukraine? + The Rise of Pro-Russia Populism 50:17
  9. Nvidia Bets Big on Hugging Face + Sebastian Sashimi + AI-Powered Toothbrushes 47:25
  10. Can the U.S. ‘Grow’ Its Way Out of Debt? + Taxing Wealth in the Age of AI 52:31
  11. The U.S. Buys Stake in a Venezuelan Oil Company + Why Efficiency Is the Real Path to Energy Security 48:40
  12. Could the AI Debt Problem Create the Next Financial Crisis? 1:05:00
  13. The Hosts Pick a Global AI Winner + The Advanced Economy Deployment Problem + The Question Even the Experts Can't Answer 44:42
  14. How China Is Quietly Winning the Iran War Energy Crisis 47:59
  15. Spillover Summer Reading: The Best Books on Forecasting, Silicon Valley, and the Future 1:07:18
  16. Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models 1:02:21
  17. The AI Trilemma + Open-Weight Proliferation + the “Singularity Delusion” 54:39
  18. Rahm Emanuel Talks Israel, Midterm Elections, and the Democratic Party 1:04:48
  19. Washington Considers a Stake in OpenAI + Altman’s Gambit + America, Inc. 51:39
  20. Gold vs. Bitcoin Showdown 43:56
  21. Two Brits Unpack America’s 250th Birthday + The Cultural Civil War 47:59
  22. What Will the Fed Become Under Chair Kevin Warsh? + Greenspan's Legacy 42:21
  23. "A Job Beats a Handout" + Why the World Bank Is Betting Everything on Employment 42:20
  24. SpaceX Goes Public + What IPOs Tell Us About Capital Markets 40:39
  25. China’s $735B Trade Surplus + How Beijing Masks Its Holdings + The G7 Debates Global Imbalances 56:41
  26. Japan Rearms + Guns vs. Butter + Global Defense Spending Boom 43:43
  27. Data Centers In Space? + Planet Labs CEO Talks ‘Large Earth Models’ 56:48
  28. Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans 53:05
  29. Are Prediction Markets Forecasting Tools or Virtual Casinos? 46:08
  30. K-Shaped Economies + Affordability Crisis + Trump vs. Mamdani Populism 51:20
  31. Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding 43:05
  32. The Hormuz Shock + Why the Fed is “On Hold” 29:47
  33. The Oppenheimer of AI + Mailbag Contest Winners 42:35
  34. Private Credit's Black Box + Why It's Not 2008 (But Still Risky) 38:53
  35. U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation 58:21
  36. Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage 54:37
  37. Adam Smith’s “The Wealth of Nations” Turns 250 + Free Markets Face Off Against Industrial Policy 49:23
  38. Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market? 43:59
  39. The AI Bubble + The Productivity Paradox + India’s AI Summit 53:46
  40. U.S. Supreme Court Rules Against Trump’s Tariffs 18:58
  41. The “European Onion” + China, Brazil, and India Take On MAGA 36:47
  42. Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse 38:21
  43. Introducing The Spillover 1:32