The Spillover

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.

The Spillover is a news podcast hosted by Council on Foreign Relations, with 30 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Council on Foreign Relations hosts The Spillover, a news show with 30 episodes published.

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  The Spillover

  The Hosts Pick a Global AI Winner + The Advanced Economy Deployment Problem + The Question Even the Experts Can't Answer

  Aug 18, 202645 min

  Artificial intelligence has become the biggest variable in the U.S. economy, but is the country really positioned to win the global race for economic dominance in AI? This week, Rebecca Patterson and Sebastian Mallaby draw on Patterson's new chapter for the book Geopolitics of AI to guess at an eventual winner. The pair weighs the inputs of talent, capital, energy, and public support, and question popular assumptions about inevitable American success. Hosts: Sebastian Mallaby , Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Rebecca Patterson , Senior Fellow, Council on Foreign Relations (CFR) Mentioned on the Episode: Geopolitics of AI , Johns Hopkins University Press Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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  The Spillover

  How China Is Quietly Winning the Iran War Energy Crisis

  Aug 12, 202648 min

  Five months of war in Iran have completely reshaped energy markets. This week, the Baker Institute’s Kristian Coates Ulrichsen joins Rebecca Patterson and Sebastian Mallaby to examine how conflict in the Strait of Hormuz exposed the fragility of the world's maritime chokepoints, and revealed China as the quiet winner of the crisis. Hosts: Sebastian Mallaby , Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Rebecca Patterson , Senior Fellow, Council on Foreign Relations (CFR) Guest: Kristian Coates Ulrichsen , Fellow for the Middle East and codirector of the Middle East Energy Roundtable, Baker Institute Mentioned on the Episode: Kristian Coates Ulrichsen and Jim Krane, “ Maritime Chokepoints and Risks to Global Shipping and Energy Security ,” Baker Institute “ China ‘Blockade Simulation’ Exposes $5 Trillion Global Danger ,” Bloomberg “ Crossroads of Commerce: How the Taiwan Strait Propels the Global Economy ,” CSIS Spencer Kimball, “ Oil in US Strategic Petroleum Reserve Falls Below 300 Million Barrels, Lowest Since 1983 ,” MSN “ China Is Now the World’s Great Oil Power ,” The Economist “ The Middle East and Global Energy Markets ,” IEA Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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  The Spillover

  Spillover Summer Reading: The Best Books on Forecasting, Silicon Valley, and the Future

  Aug 5, 20261h 7m

  In this episode of The Spillover, Rebecca Patterson and Sebastian Mallaby swap summer reading recommendations, including fiction and nonfiction picks covering American thinkers’ predictions for the twentieth century, an Irish murder mystery, and a Stanford student’s exposé on Silicon Valley venture capital and start-up culture. Hosts: Sebastian Mallaby , Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Rebecca Patterson , Senior Fellow, Council on Foreign Relations (CFR) Mentioned on the Episode: Dave Walter, Today Then Manoj Pradhan and Charles Goodhart, The Unanchored Central Banker Tana French, The Keeper Ezra Klein and Derek Thompson, Abundance Theo Baker, How to Rule the World Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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  The Spillover

  Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models

  Jul 28, 20261h 2m

  In this episode of The Spillover, host Sebastian Mallaby sits down with Jordan Schneider, founder and editor-in-chief of the ChinaTalk podcast and newsletter, to discuss AI progress and security, as well as the U.S.-China AI rivalry. Hosts: Sebastian Mallaby , Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Guest: Jordan Schneider , Founder and Editor in Chief, ChinaTalk Mentioned on the Episode: Jordan Schneider, “ ChinaTalk ” podcast and newsletter “ DeepSeek: The Quiet Giant Leading China’s AI Race ,” translation of Liang Wenfeng’s interview with Waves Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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  The Spillover

  The AI Trilemma + Open-Weight Proliferation + the “Singularity Delusion”

  Jul 21, 202655 min

  In this episode, The Spillover’s Sebastian Mallaby is hosted by Dan Kurtz-Phelan, editor of Foreign Affairs, to discuss the “AI trilemma”—the challenge U.S. policymakers face in encouraging enough innovation to stay ahead of China while addressing public anxiety about AI. Drawing on Mallaby’s recent Foreign Affairs essay and his new book, The Infinity Machine, this episode explores the stakes of the AI race and how its trajectory will reshape economies, societies, and global politics. Host: Dan Kurtz-Phelan , Editor, Foreign Affairs Guest: Sebastian Mallaby , Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released. The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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