All Episodes
The Spillover — 16 episodes
Trump-Xi + Mutually Assured Disruption + Boeing, Beef, and Beans
Are Prediction Markets Forecasting Tools or Virtual Casinos?
K-Shaped Economies + Affordability Crisis + Trump vs. Mamdani Populism
Is the Gulf Still the Capital of Capital? + How War Could Hurt America’s Tech Funding
The Hormuz Shock + Why the Fed is “On Hold”
The Oppenheimer of AI + Mailbag Contest Winners
Private Credit's Black Box + Why It's Not 2008 (But Still Risky)
U.S.-China AI Race Escalates + Chip Bans Aren’t Working + A Lesson From Nuclear Proliferation
Iran War Spirals + Oil Shocks Keep Coming + China’s Advantage
Introducing The Spillover
Adam Smith’s “The Wealth of Nations” Turns 250 + Free Markets Face Off Against Industrial Policy
Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?
The AI Bubble + The Productivity Paradox + India’s AI Summit
U.S. Supreme Court Rules Against Trump’s Tariffs
The “European Onion” + China, Brazil, and India Take On MAGA
Japan’s Heavy Metal PM + Political Threats to Markets + China’s Sad Horse