All Episodes
Current Account with Clay Lowery — 156 episodes
Episode 155 – Here You Come Again, Higher Yields (Jackson Hole Edition)
Episode 154 – The Long and Winding Road — EU Competitiveness and Basel III
Episode 153 – The Show Must Go On — Recapping the 2026 NATO Summit
Episode 152 – Jaw-Jaw or War-War? — An Update on Iran
Episode 151 – The Fast and the Furious 5.1 — Fueling Up for Frontier AI
Episode 150 – Putting the Band Back Together - U.S. Trade Policy
Episode 149 – Beyond the Dot Plot — The Future of the Fed
Episode 148 – Latin America’s Political Pendulum — Left, Right, Repeat
Episode 147 – The Future Is Now — Discussing Leadership in Banking
Episode 146 – The Tail End of a Chimera — A Midyear Macroeconomic Update
Episode 145 – U.S.-China Summit: Status, Stability, and Guardrails
Episode 144 – And They're Off! - Previewing the 2026 U.S. Midterm Elections
Episode 142 – A Sit and Kick Approach? - Takeaways From the 2026 Spring Meetings
Episode 141 – It Takes a Village - Risk Management in a Time of Crisis
Episode 140 – Let’s Get This Strait: Iran, Oil, and Global Markets
Episode 139 – The Plot Thickens: Broader Implications of the War in Iran
Episode 138 – The War in Iran - Two Weeks In
Episode 137 – Can Europe Move From Diagnosis to Delivery?
Episode 136 – When Regulatory Simplification Gets Complicated
Emergency Episode - Supreme Court Overturns IEEPA Tariff Authority
Episode 135 – When the Questions Are Better Than the Answers: Signals From Japan and the Dollar
Episode 134 – The Best of Times and the Worst of Times: A Tale of Trump’s Tariffs
Episode 133 – China's Economy: A Little Less Conversation, a Little More Control
Episode 132 – The Transformation of Finance — It’s Actually Nuanced: Let’s Look at Digital Money for Instance
Episode 131 – Myth Busted? - Europe's Path for Growth and Competition
Episode 130 – The Three Rs of International Finance: Rapid Growth, Resilience, and Reengineering - with IIF CEO Tim Adams
Episode 129 – Venezuela: Navigating the Aftermath and Path to Transition
Episode 128 – Too Many Cooks in the Kitchen? - Insurance Outlook Amidst Regime Shifts
Episode 127 – Pushing on the Accelerator - The Rise of Global Debt in 2025
Episode 126 – Stop! In the Name of Tariffs - The Supremes (Court) & IEEPA
Episode 125 – India and Korea in the Whirlwind of U.S. Tariffs, China’s Dynamics and the Future of Finance
Episode 124 – Argentina's Midterms - Will This Time be Different?
Episode 123 – I’ll Take Mine Rare — Critical Minerals Negotiations with China
Episode 122 – A New Equilibrium - G20 Priorities with Chair Sim Tshabalala
Episode 121 – Growth and Innovation in an Uncertain World - Previewing the 2025 Annual Meetings
Episode 120 – One Ring (Fence) to Rule Them All - A Discussion on Geopolitical and Geoeconomic Risk
Episode 119 – O Fortuna — The Fed Cuts Rates While Facing Two-Sided Risk
Episode 118 – It's a bird! It's a plane! No, it's Supervision! - Talking Recent Developments in Banking Supervision
Episode 117 – What Do Onions, Movie Tickets and Stablecoins Have in Common? - A Discussion on Digital Asset Legislation and Regulation
Episode 116 – This One Goes Up to 11 - Pressure on the Federal Reserve
Episode 115 – Evolution, Revolution, and a Revelation - A Midyear Check-In with IIF CEO Tim Adams
Episode 114 – The Dollar: It Really is All About the Benjamins
Episode 113 – Six Months Down, 42 To Go - Updating the Trump Economic Agenda
Episode 112 – Payments - I Have a Need for Speed (Oh... and Security and Efficiency)
Episode 111 – The German Economy - A Fiscal U-Turn to Growth and Competitiveness?
Episode 110 – A New Era and End of the Shale Boom? - A MENA & Oil Market Check-In
Episode 109 – An Eye for an IEEPA: Trump Tariffs - Where Are They Now?
Episode 108 – Speed Dating - Trump Foreign Policy Thus Far
Episode 107 – Uh-Oh? - Explaining the U.S. Treasury Markets
Episode 106 – Elbows Up - A Summary of the Canadian Elections
Episode 105 – America First, Not America Alone - Thoughts on the IMF, World Bank and IIF Spring Meetings
Episode 104 – Taking the Temperature - A Financial Services Update with Gene Ludwig
Episode 103 – The Complexity of a Five Step Recipe: Analyzing a Potential Mar-a-Lago Accord
Episode 102 – Sailing on the Three C's: Navigating the Choppy Waters of Market Volatility
Episode 101 – Is This Thing On? The E.U.'s Path for Growth and Independence
Episode 100 – Riders on the Storm - China’s Economy in the Age of Trump
Episode 99 – Is Black (CDU) the New Red (SPD)? - Germany’s Election, Coalition Building and the Future
Episode 98 – Tiptoe Through the Minefield: Mexico’s Economic and Policy Journey
Episode 97 – No Money, Mo' Problems - How Would a U.S. Sovereign Wealth Fund Work?
Episode 96 – Tariff-o-Rama: Explaining U.S. Tariff Implications
Episode 95 – South Korea - A High Stakes Gamble That Came Up Snake Eyes
Episode 94 – Is 47 > 45? - Inauguration Day Landscape
Episode 93 – Twenty, Twenty, 2024 – I Wanna be Sedated: Closing Out 2024
Episode 92 – Maturing Past the Shiny Object - An Update on Digital Assets
Episode 91 – Who is Going to Pay for This? - A COP29 Recap
Episode 90 – Zeitenwende - A Turning Point for Germany?
Episode 89 – Don't Call it a Comeback, I've Been Here for Years - Economic Impacts of Trump's Second Term
Episode 88 – A Panoply of Surprises - Update on Japanese Economic and Political Developments
Episode 87 – Unexpected Optimism? - Live from the 2024 IIF Annual Membership Meeting
Episode 86 – Thriving in Turbulence - Previewing the 2024 IIF Annual Membership Meeting
Episode 85 – The Battle for Washington - Counting the Final Days Until the U.S. Elections
Episode 84 – A Blizzard of Ideas - Takeaways from New York Climate Week
Episode 83 – Draghi’s Choice – What Does the Draghi Report Mean for the Future of European Competition?
Episode 82 – Can We Make a Discussion about Basel III Even More Interesting?
Episode 81 – Global Economic Forecast with New IIF Chief Economist Marcello Estevão - Cloudy with a Chance of Optimism?
Episode 80 – Should I Stay or Should I Go: What Market Volatility Tells Us About Economic Fundamentals and Policy
Episode 79 – U.S. Elections: The Summer of Bizarre
Episode 78 – Sanctions Policy: Is Secondary Becoming Primary?
Episode 77 – Liberty, Equality, No Clarity - Recap of the French Snap Elections
Episode 76 – The ECB Cuts Rates: Is the Last Kilometer Shorter than the Last Mile?
Episode 75 – You Can Count on Me Like 1-2-3... or Maybe You Can’t - Recapping the Indian, Mexican and South African Elections
Episode 74 – The Yen: Down, Down, Down into the Ring of Fire?
Episode 73 – AI-Yi-Yi: Deepening the Conversation about A.I. and the Financial Sector
Episode 72 – China’s Economy - No Walk in the Park
Episode 71 – 2024 Spring Meetings Week Preview: A Cauldron of Ideas
Episode 70 – In a New York State of Mind – Proposed Sovereign Debt Legislation and its Consequences
Episode 69 – Lessons from the Banking Turmoil of Spring 2023
Episode 68 – Oh Mexico: Investor Interest and Presidential Elections
Episode 67 – Surfing the Debt Tsunami
Episode 66 – Economic Impact of Russia-Ukraine Conflict: Resetting the Scene Two Years Later
Episode 65 – Economic Impact of Escalation of the Conflict in the Middle East
Episode 64 – Trump - the Sequel? Analyzing Economic Policy in a Second Trump Term
Episode 63 – Taiwan: A Predictable Trajectory?
Episode 62 – Geopolitical Risk in 2024: The Buckets are Full
Episode 61 – Shaving the Fuzz? A Recap of COP28
Episode 60 – 2024 – The Year of Growth?
Episode 59 – Russia and Ukraine – Sun Setting for a Cold Winter?
Episode 58 – Hoping for the Meteor: What to Watch in the 2024 U.S. Presidential Election
Episode 57 – Economic Spillover from Israel-Gaza Conflict
Episode 56 – Argentina Elections - Rage or Fear: Who Will Win?
Episode 55 – Can We Make a Discussion about Basel Capital Accords Interesting?
Episode 54 – Annual Meetings in Marrakech: Key Takeaways
Episode 53 – Inflation, and Yields, and China...Oh My!
Episode 52 – Executive Order Odyssey: Navigating the US-China Investment Seas
Episode 51 – MDB Reform - Better Mousetrap or More Cheese?
Episode 50 – China's Economy: Tobogganing Towards a Slowdown?
Episode 49 – Let’s Go Quilting — ISSB Disclosure Standards
Episode 48 – Howdy Modi: India Hosts the G20 and Visits Washington
Episode 47 – Is Japan’s Monetary Policy the Hotel California?
Episode 46 – Paris or Bust? A Summit on Financing for the Poor
Episode 45 – Mr. Toad’s Wild Ride to Regulate Digital Assets
Episode 44 – Global Potpourri - Turkish Elections, Interest Rate Risk, AI & More
Trailer for Current Account with Clay Lowery
Episode 43 – US Debt Ceiling - Still Under Renovation?
Episode 42 – Turkish Elections – Erdogan Again?
Episode 41 – Decoupling to De-Risking China
Episode 40 – Sovereign Debt Reform: Finding an Equilibrium of Fairness
Episode 39 – Breaking Glass — Reforming the International Financial Architecture
Episode 38 – Explainer: What’s Happening in the Banking Sector
Episode 37 – AI Did Not Write This Podcast
Episode 36 – The Nigerian Presidential Elections
Episode 35 – Talking Sanctions with the Senate
Episode 34 – The Wild, the Innocent and the Eastern European Street Shuffle
Episode 33 – Egypt and the IMF: There and Back Again?
Episode 32 – CBDCs - Plenty of Angst
Episode 31 – Dancing on the Ceiling: The Upside-Down World of the Debt Ceiling Debate
Episode 30 – China's Reopening Draws Uncertainty for 2023
Episode 29 – New Year - Still Gloomy Outlook
Episode 28 – New Year’s Resolution: “Will this Congress Get into Shape?”
Episode 27 – 3 Financial Stories, 2 Potential Pivots, and a Final Podcast of the Year
Episode 26 – The Elves are Building the Green Toolbox - An Introduction to Blended Finance
Episode 25 – ’Tis the Season… For an Oil Price Cap
Episode 24 – Red Wave Barely a Ripple
Episode 23 – Looking at Brazil: Lula Returns 12 Years Later
Episode 22 – U.K. Leadership Shuffle – A Poisoned Chalice?
Episode 21 – Post-Meeting Overview: All Doom and Gloom?
Episode 20 – Global Financial Policy Potpourri
Episode 19 – US-China Tension
Episode 18 – Summertime -- so let’s talk Crypto Winter
Episode 17 – Emerging Market Vulnerabilities
Episode 16 – Fall of the Yen
Episode 15 – Addressing Global Challenges: G7 Heads of State Meet in Germany
Episode 14 – Will the Food Crisis Be the Next World Health Crisis?
Episode 13 – Controversy and Anti-Incumbency: Looking at Latin America
Episode 12 – Pivot to Asia: Biden Administration’s Asia policy
Episode 11 – Elections Down Under: Key Issues for Australia
Episode 10 – The Energy Wars Are On
Episode 9 – Pick Your Poison
Episode 8 – The Digital Asset 2-Step
Episode 7 – China Slows Down
Episode 6 – The World Gabs about Finance
Episode 5 – France Goes to the Polls
Episode 4 – Let’s Talk Commodities
Episode 3 – Squeezing Russia: Sanctions Update
Episode 2 – Here comes the Fed
Episode 1 – Sustainable Finance, Ukraine and the Global Economy