Rephonic
Artwork for The Spillover
United States
China
Artificial Intelligence
Tariffs
Private Credit
Europe
India
Oil Markets
K-Shaped Economy
War In Middle East
Debt Crisis
Demographics
Defense Spending
Brazil
International Economic Emergency Powers Act
Openai
Productivity
Iran Conflict
United States Energy Production
Iran War

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

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Artwork for The Spillover

Latest Episodes

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 explores competing responses to the a... more

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 investment, and the broader balance o... more

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:

Rebecca Patterson, Senior Fellow, C... more

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:

Sebastian Mallaby, Paul A. Volcker Sen... more

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Recent Guests

Bill Dudley
Chairman of the Bretton Woods Committee; former New York Fed president
Bretton Woods Committee
Episode: The Hormuz Shock + Why the Fed is “On Hold”
Chris McGuire
Policy expert and CFR colleague
Council on Foreign Relations
Episode: Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage
Natasha Knava
Managing Director and Head of Commodities Research at JPMorgan
JPMorgan Chase & Co.
Episode: Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?
Mike Froman
President of the Council on Foreign Relations and former U.S. Trade Representative (2013-2017)
Council on Foreign Relations
Episode: U.S. Supreme Court Rules Against Trump’s Tariffs
Eddie Fishman
Senior Fellow at the Council on Foreign Relations and author of 'Chokepoints, American Power in the Age of Economic Warfare'.
Council on Foreign Relations
Episode: The “European Onion” + China, Brazil, and India Take On MAGA

Host

Rebecca Patterson
Co-host of The Spillover; brings insight from finance and policy analysis.

Reviews

4.8 out of 5 stars from 27 ratings
  • Great content and very engaging format

    Excellent podcast. Highly engaging and informative. Just the right amount of substance; smart but not too wonky. Great chemistry between hosts.

    Apple Podcasts
    5
    TBN4life
    United Statesa month ago
  • A new fan!

    Brilliant and fresh take on what’s going on now in the global economy

    Apple Podcasts
    5
    justsomekid
    United States2 months ago
  • Fast Paced & Informative

    Enjoyed the episode on the Supreme Court ending the tariffs. The show flies by and you realize you learned a lot. The host was very likable.

    Apple Podcasts
    5
    PodsforPeoplePayingAttention
    United States2 months ago
  • A whirlwind discussion of the fragile four economies and worldwide implications …

    The goals of this podcast were met without exception and in an entertaining fashion. Looking forward to the next episode!

    Apple Podcasts
    5
    Dr. Eddey
    United States3 months ago

Chart Rankings

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Talking Points

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The Oppenheimer of AI + Mailbag Contest Winners
Q: How might frontier AI models be funded and monetized while ensuring continued investment?
Frontier labs likely sustain investment through flagship products and enterprise integrations; distributing value via products used by billions (e.g., Gmail, Drive) can create revenue streams that justify ongoing R&D spend, even if frontier model costs remain high.
The Oppenheimer of AI + Mailbag Contest Winners
Q: What could challenge the dominance of the U.S. dollar as a reserve currency?
Europe could pose a counterweight if it harmonizes bond markets and backs euro-denominated assets with a credible ECB guarantee; meanwhile, China is diversifying reserves and exploring digital currencies, but capital account openness remains a key constraint for challenge to the dollar.
The Oppenheimer of AI + Mailbag Contest Winners
Q: What are some benevolent real-world applications of AI beyond the headlines?
AlphaFold stands as a premier example, with protein folding insights enabling faster drug discovery and structural biology progress; beyond that, AI accelerates material sciences and potential medical breakthroughs, as well as day-to-day productivity gains across industries.

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Frequently Asked Questions About The Spillover

What is The Spillover about and what kind of topics does it cover?

The show frequently analyzes how macro events and policy choices ripple through markets, with recent episodes focusing on energy geopolitics, AI governance, trade law, and European-U.S. strategic dynamics. Guests from finance and policy circles help unpack supply shocks, regulatory shifts, and the evolving relationship between geopolitics and markets, often tying these threads to currencies, equities, inflation, and growth. The format tends to blend technical market analysis with broader geopolitical context, providing listeners with actionable takeaways for risk assessment, investment strategy, and policy understanding. A standout trait is the consistent pairing of multilateral macro themes with high-level policy implications, making it pa... more

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Which podcasts are similar to The Spillover?

These podcasts share a similar audience with The Spillover:

1. The President’s Inbox
2. The Foreign Affairs Interview
3. Odd Lots
4. Foreign Policy Live
5. The Economics Show

How many episodes of The Spillover are there?

The Spillover launched 3 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Spillover?

Recent guests on The Spillover include:

1. Bill Dudley
2. Chris McGuire
3. Natasha Knava
4. Mike Froman
5. Eddie Fishman

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