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What We Got Right (and Wrong) This Year

October 8, 2026 · 48 min

Show notes

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 IPO race, the Iran war, and more.

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)

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The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

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