Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?
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 be...
4 Mar 43min
The AI Bubble + The Productivity Paradox + India’s AI Summit
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 pro...
26 Feb 53min
U.S. Supreme Court Rules Against Trump’s Tariffs
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...
20 Feb 18min
The “European Onion” + China, Brazil, and India Take On MAGA
European leaders are at an inflection point. After high-level meetings in Munich and Brussels, they must decide what role Europe will play in the unfolding new world order, politically and economicall...
18 Feb 36min
Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse
This episode examines the “Fragile Four” economies—the United States, the United Kingdom, Japan, and France—and why politics is increasingly spilling into financial markets. After a long stretch where...
12 Feb 38min
Introducing The Spillover
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, ...
10 Feb 1min
