What Will the Fed Become Under Chair Kevin Warsh? + Greenspan's Legacy
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 exa...
23 Jun 42min
"A Job Beats a Handout" + Why the World Bank Is Betting Everything on Employment
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 j...
19 Jun 42min
SpaceX Goes Public + What IPOs Tell Us About Capital Markets
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 ...
10 Jun 40min
China’s $735B Trade Surplus + How Beijing Masks Its Holdings + The G7 Debates Global Imbalances
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 lo...
2 Jun 56min
Japan Rearms + Guns vs. Butter + Global Defense Spending Boom
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 p...
27 Mai 43min
Data Centers In Space? + Planet Labs CEO Talks ‘Large Earth Models’
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 h...
19 Mai 56min
Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans
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 intensifyi...
12 Mai 53min
Are Prediction Markets Forecasting Tools or Virtual Casinos?
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 ris...
5 Mai 46min
