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The Spillover

by Council on Foreign Relations
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Latest episodes

  • Brazil’s Runoff Election Is a Close Race Between Lula and Bolsonaro

    October 22, 2026 · 42 min

    Brazil’s runoff is a dead heat, but markets are betting that Flávio Bolsonaro, son of ex-President Jair Bolsonaro, will win and finally rein in the country’s debt. This week on The Spillover, Rebecca Patterson and CFR Senior Vice President…

  • Lame Ducks, Black Swans, and the 2026 Midterm Elections

    October 15, 2026 · 35 min

    With the 2026 U.S. midterm elections just weeks away, Rebecca Patterson and Veda Partners Cofounder Henrietta Treyz discuss an impending confrontation over the debt ceiling in the lame-duck session. They warn that a 2011-style standoff…

  • What We Got Right (and Wrong) This Year

    October 7, 2026 · 48 min

    This week on The Spillover, hosts Sebastian Mallaby and Rebecca Patterson unpack what they got right—and wrong—in their forecasts over the course of the year so far, covering the “Fragile Four” economies, OpenAI’s funding crisis, the AI…

  • Central Banks in a Bind + Could AI Replace the FOMC?

    October 1, 2026 · 47 min

    This week on The Spillover, hosts Rebecca Patterson and Sebastian Mallaby are joined by Adam Posen, president of the Peterson Institute for International Economics, to discuss how the Federal Reserve has fallen behind the curve on…

  • Why Won’t Europe Do More For Ukraine? + The Rise of Pro-Russia Populism

    September 25, 2026 · 50 min

    This week on The Spillover, hosts Sebastian Mallaby and Rebecca Patterson sit down with author and historian Anne Applebaum to discuss Europe, the ongoing war in Ukraine, and the escalating geopolitical headwinds the region…

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About the show

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.