HeyJaredThe 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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Nvidia Bets Big on Hugging Face + Sebastian Sashimi + AI-Powered Toothbrushes (opens the original)
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This week, hosts Sebastian Mallaby and Rebecca Patterson unpack Nvidia’s deal to purchase Hugging Face, the leading platform for open-weight AI models. The acquisition, they argue, highlights a battle between two visions of how the AI industry will develop, as well as concerns about safety and oligopoly. 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) Menti
Can the U.S. ‘Grow’ Its Way Out of Debt? + Taxing Wealth in the Age of AI (opens the original)
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This week, host Rebecca Patterson speaks with Natasha Sarin, law professor and cofounder of the Yale Budget Lab, to unpack Treasury Secretary Scott Bessent’s claim that the United States can grow its way out of record debt, and whether AI can deliver the growth, jobs, and tax revenue needed to make that happen. Host: Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR) Guest: Natasha Sarin, Professor of Law and Cofounder, The Yale Budget Lab Mentioned on the Episode: Natasha Sari
The U.S. Buys Stake in a Venezuelan Oil Company + Why Efficiency Is the Real Path to Energy Security (opens the original)
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This week, host Rebecca Patterson sits down with energy and climate expert Vijay Vaitheeswaran to discuss the U.S. government's acquisition of 35 percent equity stake in a Venezuelan oil company and how managing demand and boosting efficiency are critical for long-term energy security and climate progress. Host: Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR) Guest: Vijay V. Vaitheeswaran, Philip D. Reed Senior Fellow and Director of the Energy Security and Climate Change Pr
Could the AI Debt Problem Create the Next Financial Crisis? (opens the original)
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The financing behind the AI boom has grown so large that treasury bond yields are approaching levels not seen since the leadup to the 2008 financial crisis. But is the risk to the financial market overblown? This week, Rebecca Patterson and Sebastian Mallaby are joined by Torsten Slok, chief economist at Apollo, to discuss the threat AI debt poses to the U.S. bond market. Hosts: Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Rebec
The Hosts Pick a Global AI Winner + The Advanced Economy Deployment Problem + The Question Even the Experts Can't Answer (opens the original)
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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 Se
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